Show monthly total actuals in transaction enquiry (like Sage 50)
In Line 50 you can see in a simple way how much has been allocated to a nominal on a monthly basis for the current and previous year. It is easy to identify anomalies.
Corinna Semon
almost 3 years ago
in Transaction Enquiry
3
Idea Accepted - Gauging Support
We need functionality to purge sales orders by customer account number. This is crucial as we cannot delete a customer account without purging the data first. At present we can only purge ALL SOP data based on a date, therefore, we are also purgin...
Katja Monks
over 2 years ago
in Purge
0
Idea Accepted - Gauging Support
Add/Transfer Stock Items within Stock Take Process
During a stock take process items may be found in a different location/bin to that reported on the stock take sheets, so the quantity in stock may be correct but the location is incorrect. A simple transfer button option would allow the user to mo...
Howard Taylor
almost 2 years ago
in Stocktake
1
Idea Accepted - Gauging Support
E-Invoicing should be made available for Sage 200 to streamline digital invoice processing for businesses. In particular integrating with PEPPOL, the app will ensure businesses can easily exchange invoices with their EU counterparts, complying wit...
Pete Pete
over 1 year ago
in E-invoicing
1
Idea Accepted - Gauging Support
Excel Add On to refresh reports on to a tab within Excel (formulas set up for analysis)
It would be great to be able to install an Excel add on that allows you to refresh a report within Excel, rather than refreshing within Sage 200 and exporting the report again. SAP by design has this feature and we could add formulas to the left h...
Jenny Jose
6 months ago
in Excel Reporting
2
Idea Accepted - Gauging Support
When entering customers' orders, these may be in advance. As a fresh produce supplier, we don't always want to allocate stock but have to unallocate each item. A button to unallocate all items on sales order would be useful, as would one to alloca...
Christine Sellick
almost 2 years ago
in Allocate
3
Idea Accepted - Gauging Support
When entering Sales Receipts, allow the amount to be calculated from selection of Transactions, rather than entering Value first
Currently in Sage 200 you enter in the Sales Receipt value, and then select the transactions that this relates to. Sage 50 users are used to doing this in reverse, in that they select the invoices/credits that are included on the customer remittan...
Alison Alison
almost 3 years ago
in Payment/Receipt
0
Idea Accepted - Gauging Support
Similar to being on hold, is there a way that triggers if a customer is on proforma
We dont want to ship goods before payment has been received with certain customers. There is currently no way of the team knowing if a customer needs a pro-forma before the sales order is raised. Is it possible to raise a warning similar to being ...
Daniel Pearce
12 months ago
in New/Amend Order
4
Idea Accepted - Gauging Support
Putting (Sales) orders on hold is a useful way (The only way?) of preventing orders being processed - a typical example is DX imports where users tend to check the option to put created orders on hold. We have another customer trying to implement ...
Andrew Dunn
about 1 year ago
in Amend Order Status
0
Idea Accepted - Gauging Support
