Sage 200 UKI Ideas Portal

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    Memorise function for invoices

    In Sage 50 I set up an invoice template for a very large invoice of 58 lines (and getting bigger) that I need to post monthly. All I needed to do was pull up the memorised invoice, change the dates and a couple of minor things, then post it. It wo...
    Cheryl Orr almost 4 years ago in Invoice/Credit / Invoice/Credit 0 Idea Accepted - Gauging Support

    Project Account & Invoicing Module

    Enable the Invoicing Module to integrate with Project Accounting. ability to raise a free text item in invoicing and post to a project.
    Guest over 7 years ago in Project Accounting 0 Idea Accepted - Gauging Support

    With Project Accounting if the hierarchy cost rate is updated this should be the default for new time sheets for existing lines when adding a new time sheet, currently the existing lines default to old rate and only new lines pick up the new rate.

    With existing lines when creating a new timesheet - week the cost rate defaults to previous rate (incorrectly), if the option to see the cost rates is enabled you can reselect the rate to get the correct rate but if the option is disabled then the...
    Graeme Berry almost 2 years ago in Project Accounting 0 Idea Accepted - Gauging Support

    Credit terms against Sales Invoice

    I would like to be able to put credit terms against individual invoices rather than against the customer account
    Sarah AtwellKing over 5 years ago in Invoice/Credit 0 Idea Accepted - Gauging Support

    To be able to calculate net when entering Sales and Purchase Invoices

    Currently in Sage 200 when entering an Invoice directly onto the SL or PL, you have to enter the Goods and VAT amount and the Gross is then calculated. I believe there is an option in Sage 50 for &Calculate Net,& so they can enter the Gros...
    Guest over 8 years ago in Invoice/Credit 0 Idea Accepted - Gauging Support

    Ability to select a project + Project Item on purchase order requisition

    If project accounting available + integrated, user should be able to select a project + project item for a PO Requisition line. This will be passed to the Purchase Order when generated. Problem = user requests PO's for goods, but these need to be ...
    Alistair Alistair over 7 years ago in Project Accounting / Requisition 0 Idea Accepted - Gauging Support

    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

    Making the invoice reference field a mandatory field when raising sales invoices in the sales ledger

    Our clients raise their printed invoices within an external SOP system they raise the sales invoices in Sage 200's sales ledger We weren't aware of this, but you can tab over the reference field & post the invoice - WITHOUT an invoice number. ...
    Guest almost 8 years ago in Invoice/Credit 0 Idea Accepted - Gauging Support

    Analysis fields at header level on sales ledger transactions (for aged debtors breakdown and commission calculations etc)

    We now have several customers who need to be able to break down their outstanding debtor balances according to particular criteria (e.g. the brand of goods sold, or the event being invoiced) and/or perform calculations (e.g. commission) based on i...
    Vicky Poole over 8 years ago in Invoice/Credit 0 Idea Accepted - Gauging Support