All ideas

It seems that the supplier alerts in 2023 R1 aren't automatically displayed in Generate Purchase Orders - there is just an Alerts column in the Shortfall Details screen which has to be clicked to show the alert(s). See screenshot. So if the alert ...

Our client is using the Bank Feeds functionality, but is frustrated that when using Foreign Currency accounts the 'Save and Create Rule' functionality is not available. Can Bank Feeds Functionality be replicated across all Account types please?

We now have several customers who need to be able to break down their outstanding debtor balances according to particular criteria (e.g. the brand of goods sold, or the event being invoiced) and/or perform calculations (e.g. commission) based on i...

For a long time now Sage users have been processing supplier invoices against EC Suppliers amp; as part of this if it is against a (usually) taxable supply you would select tax code 8 (E C Standard rate at 20%). This is to allow for the notional t...

CRM connector – the ability to allow custom Sage 200 fields to be surfaced via CRM out of the box, for example, surface Sage 200 analysis fields within CRM

I work on lots of different projects each day and presently have to keep a spreadsheet to translate project titles into Sage project codes because these aren't shown on our company timesheet entry screen. Having the project titles shown as well wo...

We sometimes find that people have created duplicate projects, perhaps due to different spelling or wording. A search showing items which have similar content or are similarly spelt (even if only as a new project is created) would help to avoid th...

Would like the ability to pick an analysis code on the Print Invoices screen. This would be useful is a company wants to run 2 different companies from 1 Sage 200 company as they could mass print the invoices rather then having to manually pick th...

We have set up a process to use SAGE for education to record parental donations and compile gift aid reports in a format which can be pasted into the HMRC OSD spreadsheet. I record donations in an access database, but it could just as easily be a ...

Within the Write Off forms, would like the option to specify an allocation date so that the invoice, write off transaction and allocation dates can all be aligned for the purposes of the retro Aged Debt\Credit reporting