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Saving criteria in Report Designer to be retained

A customer of ours is using a report but wants it to default to a particular range via saving the criteria in the report designer design mode. When running the report this isnt saved so has to be manually entered. They could save the criteria on r...
Gary Butler over 3 years ago in Criteria 0 Idea Accepted - Gauging Support

Allow users to setup their own custom reports

Allow users to setup their own custom reports in Sage System Administration but don&t allow other configuration changes. Sage 200 Online Standard already has this feature but there is no road map for adding the feature to Sage 200 Extra/Sage 2...
Guest over 8 years ago in Features 0 Idea Accepted - Gauging Support

Multiple Company and Role access

I have 3 sage 200 companies and i want a user to have full access to 2 of the sage companies and partial access for one of the companies. How could this be achieved?
Lucy Johnson over 3 years ago in Roles 0 Idea Accepted - Gauging Support

Ability to clear and rebuild future financial years

Currently if looking to extend the current financial year beyond the end of the first period of the next year and you are shifting you year-end date accordingly moving forward the process to achieve this in Sage 200 is very laborious (extract from...
Christopher Hall about 6 years ago in Accounting Periods 0 Idea Accepted - Gauging Support

Validate transaction import for nominal codes that do not exist in sage

currently when you import customer/supplier transactions and it contains a nominal code that does not exist in sage, it allows the import to go ahead with no warnings and posts it to suspense. I think it should allow more strict validation and rej...
Guest over 8 years ago in Nominal 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 2 years ago in Budgets 0 Idea Accepted - Gauging Support

Allow viewing of POP module attachments in the nominal ledger

It would be helpful to view purchase invoices scanned in the POP system when on the nominal ledger
Mary Brindle over 3 years ago in Transaction Enquiry 0 Idea Accepted - Gauging Support

Convert pro forma to order retains pro forma date

When converting pro forma to order it doesn't use the proforma date, it uses todays date
joanne scott about 6 years ago in Convert Pro Forma 0 Idea Accepted - Gauging Support

Bank Feeds - for a tick box to display unreconciled transactions prior to the date range displayed

If a customer uses bank feeds and has entered transactions on sage at the last day of the month, but display on the statement at the first day of the following month, rather than use 1/12/18 to 30/12/18, the customer would need to set the From dat...
Gary Butler about 6 years ago in Bank Feeds 0 Idea Accepted - Gauging Support

Tracking of cross-sell items

Some method (probably an additional field on the SOPOrderReturnLine table) that would enable the tracking of items added via cross-selling on Sales Orders, and Quotations if cross-sell was enabled on there. This would then allow customers to analy...
Steve Brown almost 5 years ago in Tracking of Cross Sell Items 0 Idea Accepted - Gauging Support