Sage 200 UKI Ideas Portal

Please note the following Sage 200 Ideas Portal Guidelines apply to the use of this portal.

ADD A NEW IDEA

Clear

Ideas

    Showing 17

    EBanking for Customer Payments

    When processing Payments (Refunds) to customers, it would be great if you could then create an ebanking file to pull into the bank
    Lisa Castle over 1 year ago in Payment/Receipt 0 Idea Accepted - Gauging Support

    Show the Sales Order number in the columns on the Invoicing List screen

    I often get given only the Sales Order number and on the other side reports are run giving me the sales invoice number and I would like to be able to quickly match the two numbers.
    Beverley Wintle about 2 years ago in List 2 Will not implement

    Default to not saving payment card details

    Currently when processing a card payment with order the default is to save the card details for future transactions, the default should be not to save the details unless permitted by the card holder. Trade customers generally say store the details...
    Robert Lewis 10 months ago in Opayo / Payment/Receipt 0 Idea Accepted - Gauging Support

    Introduce an invoice status of paid

    When in the invoice list it would be really helpful to either have the status change to paid when it is paid or the option to have a date paid column selectable. This would make it easier when viewing this screen to be able to see all invoices out...
    Guest over 8 years ago in List 0 Idea Accepted - Gauging Support

    Warning to stop a posting to a different currency account - ledger account:

    Warning to stop a posting to a different currency account>ledger account. Customer summary: If the incorrect bank is highlighted for example the euro account, and then a posting is made to a sales ledger or purchase ledger account that is in GB...
    Guest about 6 years ago in Payment/Receipt 1 Idea Accepted - Gauging Support

    To Follow Column in Invoicing - deletion or manual adjustment

    When producing invoices which do not need to go through the despatch procedures, the to follow column does not adjust and still indicates that the items are still to follow. Need to be able to adjust this.
    Guest over 2 years ago in List 0 Idea Accepted - Gauging Support

    List View Filters to allow 'is greater than or equal', 'Is less than or equal to' or between a range.

    Within maintain filters you are unable to specify either a between range or Is greater than or equal to/is less than or equal to on any Date columns. I have a customer that would like to specify criteria to only show invoices in the Invoicing list...
    Guest over 7 years ago in List 0 Idea Accepted - Gauging Support