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Sage 200 UKI Ideas Portal

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Expense Claim Attachments

The Receipt Attached List feature is just a tag to know if a receipt was submitted with the claim. It does not actually allow any receipt to be attached.
Jamie Davies over 3 years ago in Project Accounting 0 Idea Accepted - Gauging Support

Expense Claim Notifications

No option to send email notifications with expense claims like there is with purchase requisitions using power automate. Ideally require an option for a scheduled email to authorisers containing a list of expense claims that need authorisation.
Jamie Davies over 3 years ago in Project Accounting 0 Idea Accepted - Gauging Support

Audit Trail for the Hide Accounts functionality

Have a recording of the changes to an account Eg. if it is set to hidden, the user that did this and the reason Then if it is unhidden, again the same details so there is a trail
Guest over 8 years ago in Audit Trail 0 Idea Accepted - Gauging Support

Project Accounting Resource Filtering by Project Groups/Project Items

certain resources are not allowed to enter timesheets to all the parts of the Project Tree. Administrators need to be able restrict access to groups and/or project items eg John Smith should only have access to Phase 1 and Phase 2.
Saeed Malik over 6 years ago in Project Accounting 0 Idea Accepted - Gauging Support

VAT Code to be a column option when viewing Transaction Audit Trail List

In Transaction Audit Trail List, it would be very useful to be able to include VAT Code as a column type in the view screen.
Guest almost 7 years ago in Audit Trail 0 Idea Accepted - Gauging Support

Improve the Search facility when posting transactions, e.g keying in part of a description

When posting a transaction in say project accounting, you need to key in the "project code" first. In the instance its a long range of account numbers. The user has no other option but to scroll down hundreds of rows until they reach the desired o...
Guest over 2 years ago in Project Accounting 0 Idea Accepted - Gauging Support

Project Selection on SOP Repeat Order Template

Would like the ability to select a project reference and cost code when setting up a repeat order template with the Sales Orders Module.
Guest almost 8 years ago in Project Accounting 0 Idea Accepted - Gauging Support

Project title and total daily hours in timesheet entry view

I work on lots of different projects each day and presently have to keep a spreadsheet to translate project titles into Sage project codes because these aren't shown on our company timesheet entry screen. Having the project titles shown as well wo...
Guest almost 3 years ago in Project Accounting 0 Idea Accepted - Gauging Support

Fuzzy search to help find similar project names

We sometimes find that people have created duplicate projects, perhaps due to different spelling or wording. A search showing items which have similar content or are similarly spelt (even if only as a new project is created) would help to avoid th...
Guest almost 3 years ago in Project Accounting 0 Idea Accepted - Gauging Support

Audit Trail to reflect Nominal Postings

I&ve recently discovered that the Accounting system Manager Audit Trail can differ to the NL posted transactions as the 2 screen refer to different tables in the DB. So this makes the Audit trail unuseable and it can not be relied upon. It nee...
Guest over 9 years ago in Audit Trail 0 Idea Accepted - Gauging Support