Role restriction for workspace actions, currently removing access to the feature doesnt prevent the user from being able to do certain things. Only way is remove workspaces completely which is a massive shame.
For eg: I have removed access to the feature: nbsp;Delete Customer Transactions, but the user has access to the customer transactions workspace. nbsp;From the actions i can access the delete customer transactions screen. nbsp; I have called this t...
Guest
almost 10 years ago
in Roles
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
Within Sage Admin, have a filter that allows selection of one or more country codes from a sales and/or purchase ledger account, and restricts user access to records of those countries.
James Dowdeswell
over 4 years ago
in Roles
1
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
When removing an option from a roles menu, it remains in favourites unless removed manually.
In a company where controls are tightening as it grows, we rely on the system admin features area to limit a departments access. We have found out the hard way that even though we have removed the feature of Amend Order Status from their role, bec...
Guest
over 7 years ago
in Roles
1
Idea Accepted - Gauging Support
in Sage 200 2015 the role isn&t defaulted to when you log back into Sage 200, similarly a default role is ignored when logging into Sage 200. It needs to operate similar to switch configuration like it did in 2013 R2. I have a customer who wil...
Guest
over 10 years ago
in Roles
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
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
Currently, can only copy one role to another. Example: user has 3 roles, needs access to another feature that these roles cannot have so workaround is to setup a new role and just tick the feature area they need and assign over to them. Rather tha...
Guest
almost 9 years ago
in Roles
0
Idea Accepted - Gauging Support
