Sage 200 UKI Ideas Portal

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    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

    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

    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 about 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

    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

    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

    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