Sage 200 UKI Ideas Portal

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    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

    More e-banking compatibility for Handelsbanken needed

    Client unable to use bank feeds feature as nothing is available for Handelsbanken banking currently. We believe they have shared compatibility with HSBC in terms of formatting, but there is no bank feeds compatibility for HSBC either.
    Anna Jakovleva almost 2 years ago in Bank Feeds (Bank Reconciliation) 1 Already Exists

    Bank Reconciliation Report

    There needs to be a consolidate bank reconciliation report which comes off the system when the bank rec is complete like in sage 50 showing The reconciled bank figure The un-reconciled items The adjusted bank balance We are all doing this manually...
    Guest over 7 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

    Bank reconciliation recording

    When completing bank rec, it is frustrating that it does not keep it in the order it is put on. There is no facility to move a item up or down (as in Sage 50).
    Christine Sellick almost 2 years ago in Bank Feeds (Bank Reconciliation) 1 Duplicate (Closed)

    Bank feeds to allow showing of transactions more than 4 days old.

    Cheques are never cashed within 4 days of the sage transaction date so the rule that you can only reconcile when the bank date and sage transaction date are within 4 days will not work. We issue over 400 cheques a month. We are not able to to bacs...
    Ellen Duncan about 2 years ago in Bank Feeds (Bank Reconciliation) 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

    Being able to view and sort by more columns in the Bank Reconciliation window

    In Sage 50 you could see more fields in the bank rec such as transaction number and also had the ability to sort by these.
    Guest about 9 years ago in Bank Feeds (Bank Reconciliation) 1 Idea Accepted - Gauging Support

    Ability to flag a Bank Account to be excluded for bank reconciliation

    The ability to flag a bank account to be excluded from bank reconciliation so Cash Book Account transactions can be deleted without having to be reconciled
    Guest over 9 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support