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Sage 200 UKI Ideas Portal

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Remember default Role for user in Sage 200 2015

in Sage 200 2015 the role isn&t defaulted to when you log back into Sage 200, similarly a default role is ignored when logging into Sage 200. It needs to operate similar to switch configuration like it did in 2013 R2. I have a customer who wil...
Guest over 10 years ago in Roles 0 Idea Accepted - Gauging Support

Custom Roles For User Access

It would be great to develop the User Roles a bit more (Settings - Organisational & Financial - User Access), and have the ability to create your own. Although Sage has set up some default ones to use, none of them match the roles that I have ...
Guest almost 6 years ago in Roles 0 Idea Accepted - Gauging Support

Copy multiple roles into a new role:

Currently, can only copy one role to another. Example: user has 3 roles, needs access to another feature that these roles cannot have so workaround is to setup a new role and just tick the feature area they need and assign over to them. Rather tha...
Guest almost 9 years ago in Roles 0 Idea Accepted - Gauging Support

Allow creation of mandatory customer and supplier roles

When creating customer and supplier roles, you cannot set it to be a mandatory role. This means you can delete a contact on a SL or PL account, and not have the role be reassigned to another contact. If you try to delete a contact with a mandatory...
Guest almost 11 years ago in Roles 0 Idea Accepted - Gauging Support

Business Intelligence and Memo accounts

Currently Memo Accounts are not available to use in Sage 200 BI. Only group and posting accounts are shown. Memo accounts are present in the Data warehouse. Can these be added for future use?
Guest almost 8 years ago in Business Intelligence 0 Idea Accepted - Gauging Support

Shrink Business Intelligence Database

As many Sage 200 customers have been using Business Intelligence for potentially several years now there is no way to remove/shrink the size of the database for it other then creating a new database which then looses the As At cube information
Andrew Siddles almost 7 years ago in Business Intelligence 0 Idea Accepted - Gauging Support

Being able to use Product Group Name in BI

At the moment we can only use Product Group Code, which is fine for me as I can remember which is which. But my Directors want to see sales by Product Group Name, can this be added into a Cube?
Catherine Bywater over 7 years ago in Business Intelligence 0 Idea Accepted - Gauging Support

Original budget values not available in Business Intelligence

On the Winter 2017 enhancements a new feature was introduced for Original budget values on nominal accounts. It seems this is not currently available in BI.
Jamie Davies almost 8 years ago in Business Intelligence 0 Idea Accepted - Gauging Support

Sage 200 Business Intelligence - Email Settings

Currently if running a Report Set and send via Email from Sage 200 B.I. you can only specify SMTP Server or IP Address, This is fine if you have an internal repay server, but cannot be used if you are using Office 365 or Gmail for business etc.. w...
Jo Kirkup over 2 years ago in Business Intelligence 0 Idea Accepted - Gauging Support