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Sage 200 UKI Ideas Portal

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Project Accounting - would be more meaningful to know 'invoiced revenue' or 'revenue to date'

We have several projects which are open at the same time. Various stages of completion. We have sales orders linked to projects. Currently Sage gives you "Total Revenue" which will show the value of all sales order lines linked to the project rega...
John Wilkins about 2 years ago in Project Accounting 0 Idea Accepted - Gauging Support

Unable to re-name or remove phase from project structure

I've discovered that when you're amending a project, there are some issues where Sage 200 doesn't work as you'd expect it to. In Project Accounting I clicked on "Amend Project" then "Amend Project Structure". Whilst in "Amend Project Structure" I ...
John Wilkins about 2 years ago in Project Accounting 0 Idea Accepted - Gauging Support

There is no option to View Project Structure Settings in Project Accounting

The other two settings options (Project Accounting Settings & Timesheet and Expense Claim Settings) within the Project Accounting > System Setup folder allow you to view them and have separate read only options. However, Project Structure S...
John Wilkins almost 2 years ago in Project Accounting 0 Idea Accepted - Gauging Support

Project - Period Budgets - ability to have multiple budget versions per period

Users need to be able to store multiple budget versions per period
Guest over 2 years ago in Project Accounting 0 Idea Accepted - Gauging Support

Unable to view Memo text in Project Accounting

When looking at "View Project" screen, the "Show memo text" checkbox is greyed out, so you're unable to look at the memos which have been previously saved when you don't have your window 'full screen'. The only way to view them is to go into "Amen...
John Wilkins about 2 years ago in Project Accounting 0 Idea Accepted - Gauging Support

Should be able to attach back-up to Cost Adjustment in Project Accounting in the same way that you can do when posting a nominal journal

No opportunity when posting a cost adjustment in Project Accounting to attach any back-up or supporting evidence. The postings are essentially the same as a journal yet no button to attach anything. So unable to keep good back-up to show auditors.
John Wilkins about 2 years ago in Project Accounting 5 Idea Accepted - Gauging Support

Sales/Purchase Ledger Duplicate Reference & Date Check Tool to allow check on reference only

It would be good if this checker could have an option to check the Reference Only rather than both the Reference & Date having to be duplicated for the warning message to appear.
Howard Taylor over 1 year ago in Invoice/Credit / Invoice/Credit 0 Idea Accepted - Gauging Support

Nominal code look up

When looking for the correct nominal code, is it possible that you could enter a few characters and the look up will start from there rather than going through the whole nominal list.
Debbie Waring over 1 year ago in Invoice/Credit / Invoice/Credit 1 Already Exists

Clear timesheet from previous week on entry form

When entering a timesheet, after selecting the employee, the timesheet for the previous week appears with 0.00 values but with the project detail. This has to be deleted before entering which can be confusing for the customer.
Kathleen Leask about 1 year ago in Project Accounting 0 Idea Accepted - Gauging Support

Please can you make it possible to amend the Project Title after the project has been saved.

Sometimes when a new project is created and saved I will notice that I mis-typed a word and it would be so simple to be able to call up the project and correct the mistake. Or other times a project will be given a name when it is created but then ...
David Selvage over 1 year ago in Project Accounting 1 Idea Accepted - Gauging Support