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Sage 200 UKI Ideas Portal

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The ability to select which budget you're reporting against when running financial statements

We set a budget for the start of the financial year. I'm sure plenty of other companies then do a re-forecast. Some might do it after Q1, some may re-forecast every quarter for example. It would be incredibly helpful if we could select the budget ...
John Wilkins about 2 years ago in Budgets 0 Idea Accepted - Gauging Support

Budget Monitoring in New Year when Old Year is still open

The ability to run a budget v actuals report for the new year, when the old year is still open would be very helpful. I have not been given the go ahead to close old year by our accountants. This means I am unable to produce any meaningful budget ...
Guest about 7 years ago in Budgets 0 Idea Accepted - Gauging Support

Save BI Advanced Settings to increase Rows and Columns to greater than 100

BI Advanced settings within BI to increase the number of Rows greater than the default of 100 isn't saved when closing the BI report and re-opening. Customers would like this setting to be saved and copied across all of their reports when changed.
Guest about 7 years ago in Business Intelligence 0 Idea Accepted - Gauging Support

I would like to maintain multiple versions of my nominal budgets

Throughout the course of the year my budgets are often revised. When I amend the budget I would like to keep a copy of the original budget and also see the new budget. I would also like this to be reflecting in report so I can see original
Guest almost 9 years ago in Budgets 0 Idea Accepted - Gauging Support

Business Intelligence plugin for 64 bit versions of MS Office

Since Microsoft is going to be deploying the 64 bit version of Office by default soon, wouldn't now be a good time to get the BI plugin working with it? I'm sure 32 bit will be phased out completely one day, and we won't want to be running legacy ...
Guest almost 7 years ago in Business Intelligence 0 Idea Accepted - Gauging Support

Budget audit trail

It would be really useful to be able to view an audit trail of budgets for an individual nominal code/dept - to be able to see original budget, changes up / down since then with current budget showing as a result of these changes. Vital for the ed...
Guest almost 5 years ago in Budgets 0 Idea Accepted - Gauging Support

Add the new Nominal Analysis Codes to all related Reports, Workspaces, BI and Excel Reporting

Please add the ability to report on the new Nominal Analysis codes in Sage 200C to all related reports, Workspaces, Excel workbooks and BI. It would be useful to analyse Nominal transactions and Accounts by these new codes. I have a few customers ...
Guest about 8 years ago in Business Intelligence / Excel Reporting / Workspaces 0 Idea Accepted - Gauging Support

Show Transaction Analysis Codes on Reports

It would be very helpful to show Transaction Analysis Codes for those transactions that have them on reports - particularly the Budget Statement Breakdown by Combined Nominal Budget Report. We use these to tag projects or trips but it's difficult ...
Guest almost 7 years ago in Budgets 0 Idea Accepted - Gauging Support

Add new columns to budget v actual by nominal type

It would be beneficial to add a couple of columns onto that report so we can save manual input and time. Two suggested new columns would be forecast and forecast/budget variance. Therefore, when generating the reports we would have 5 columns in to...
Ash Prayagsing over 1 year ago in Budgets 0 Idea Accepted - Gauging Support

Previous Year and Current Year Budget Comparison

There is currently a Previous Year Budget report available (Detailed Budgets Previous Year) but it is only for the previous year and does not show current figures. Could a report be provided that shows: Budgets for this year, last year, MTD, YTD a...
Howard Taylor over 3 years ago in Budgets 0 Idea Accepted - Gauging Support