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Role restriction for workspace actions, currently removing access to the feature doesnt prevent the user from being able to do certain things. Only way is remove workspaces completely which is a massive shame.

For eg: I have removed access to the feature: nbsp;Delete Customer Transactions, but the user has access to the customer transactions workspace. nbsp;From the actions i can access the delete customer transactions screen. nbsp; I have called this t...
Guest almost 9 years ago in Roles 0 Idea Accepted - Gauging Support

Balance Ledgers - to be able to select all Financials modules in one click!

For Commercials, you can run the utility on SOP, POP and Stock all in one go. Financials, you have to run individually for Sales, Purchases, Nominal and Cash Book. To enhance and make the process more efficient, to run balance ledgers and be able ...
Guest about 7 years ago in Verify Data 0 Idea Accepted - Gauging Support

For Quotation and Proforma options for Invoicing and Financials Only licence

With the resurgence of the Invoicing module in Sage200, this functionality is available if you have a Financials only licence. The Functionality of Quotation and Pro-forma lives in SOP, therefore part of the Commercials area. People using Financia...
Guest about 7 years ago in Pro Forma 0 Idea Accepted - Gauging Support

To delete Special net prices or quantity price breaks

Be able to delete special net prices or quantity price breaks based on a criteria. i.e. Not used for 12 months and not created in the last 12 month. (Or however many months the customer chooses). This would then clear up any unused special / quant...
Robert Brailsford almost 9 years ago in New/Amend Price List 0 Idea Accepted - Gauging Support

Add an invoice description field of 60 characters that is shown in the sales ledger account

The lack of an invoice description field that appear on the sales ledger screens is a big gap in functionality. We are currently importing around 1000 invoices per week from an external billing systems and it is difficult to perform effective cred...
Guest almost 9 years ago in Transaction Enquiry 0 Idea Accepted - Gauging Support

Create new company/database template

A lot of customer come across the need to create a new company / database using the same Report Categories / Chart of Accounts / Settings etc. from an existing company, however they don&t always have access to the original import files. For a ...
Guest almost 9 years ago in Companies 0 Idea Accepted - Gauging Support

When applying filters to list views not all columns are available. In particular having the balance column on the Nominal list would be a useful column to be able to apply a filter to. All columns should be available for filters in all list list

All columns available for filters on all lists.
Guest almost 9 years ago in List 0 Idea Accepted - Gauging Support

The ability for quick reprints in all areas.

It would be good if there was a quick reprint button in all areas in particular - reprint Credit notes reprint Sales invoices reprint Purchase Order reprint Bank Reconciliations reprint statements reprint Remittance advice&s Some of these you ...
Guest about 7 years ago in Re-print 0 Idea Accepted - Gauging Support

Messaging Events for SOP status changes

I work for a company which supplies warehouse management systems and when we have imported a sales order, we need a hook point to see when the status has been changed to on hold and when it is taken off hold. We are using the messaging framework t...
Guest about 7 years ago in Notification 0 Idea Accepted - Gauging Support

Cancel Sales Orders in bulk

Some of our customers cancel Sales Orders if the lines have not been despatched for a certain amount of time and it is very time consuming having to manually do this order by order. It would be useful if there was an option to be able to cancel mu...
Guest about 7 years ago in Cancel order 0 Idea Accepted - Gauging Support