Sage 200 UKI Ideas Portal

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    Option to collapse the entire project item tree

    The project item tree when entering a project transaction opens fully expanded. A number of customers have asked if it is possible to set this to open fully collapsed as they have a lot of levels to their projects and find it difficult to navigate...
    Chris Housecroft over 10 years ago in Project Accounting 0 Idea Accepted - Gauging Support

    Project Accounting Criteria- Enquiry screen.

    Would be great if we could amend this criteria as we do for reports. Or at least change the default drop down view for selection to all (in, between, is, all etc) rather than the current is and all.
    Guest almost 11 years ago in Project Accounting 0 Idea Accepted - Gauging Support

    Create separate database tables for archived Projects.

    I have a customer who has an issue displaying all of their 100K+ Projects in the list view. They spent some considerable time archiving them so that only 1000 of them remain. However, the issue still occurs. This is logged as an issue with Sage. H...
    Richard Cunningham over 7 years ago in Project Accounting 0 Idea Accepted - Gauging Support

    Budget Warnings Needed Desperately - Easy to view or automatic

    It would be great if budget warnings were attached to the PO area. CIVICA have this function enabled and you can set it at whatever percentage that you want. If budget has reached 100% spend the system will warn no monies available before allowing...
    Guest over 8 years ago in Authorise 0 Idea Accepted - Gauging Support

    POP Authorisation using Groups

    When POP Authorisation is set up using groups, when you have more than one group set up, it is the last person to authorise the PO whose name appears in the PO List as the Authoriser. Our client is querying this as he believes that Auditors will q...
    Debbie Hunt over 4 years ago in Authorise 0 Idea Accepted - Gauging Support

    WTE Narrative - Making it Mandatory

    It would be a good idea to make the Narrative mandatory so when users submit their timesheets people who are authorising the timesheets have a bit more information as currently you can leave it blank and the Narrative isonly editable when its a dr...
    Guest over 9 years ago in Project Accounting 0 Idea Accepted - Gauging Support

    Remove prefix on Project Enquiry Screen Date criteria

    In Project Accounting Project Enquiries Analysis, on most/all of the Enquiryscreens, the &Transaction Date Range& criteria is prefixed as &Between& and a date range e.g. 15/01/2016 and 15/04/2016. It would be useful if this was set...
    Guest almost 10 years ago in Project Accounting 0 Idea Accepted - Gauging Support

    Authorisation Improvements

    Pmended orders don’t need reauthorisation within certain limits, for example if order is amended to less or a small amount more than authorised Pop up notifications for Authorisers, possibly email notifications. Time configurable
    Guest about 10 years ago in Authorise 0 Idea Accepted - Gauging Support

    Link Project Accounting to Sales Ledger to prevent projects being entered for On Hold customers

    Sage is not consistent in that it allows Projects to be put on for customers who are On Hold in Sales Ledger. It would be useful if the link to Sales Ledger pulled through this information, which could prevent Projects from being entered, or a war...
    Guest over 10 years ago in Project Accounting 0 Idea Accepted - Gauging Support

    Integrate analysis codes to Project Accounting

    Integrate analysis codes on financial modules to Project Accounting (Project Item types) to enable direct posting and better reporting .
    Guest about 6 years ago in Project Accounting 0 Idea Accepted - Gauging Support