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Use wildcards at time of running a query

It would be useful to be able to use a wildcard in a filter which prompts for data at time of running the filter. An example might be perhaps using and & (or another wildcard) to trigger a pop-up window where a customer/supplier code is entere...
Su Larcombe about 2 months ago in Features 2 Further Information Required

Customer/Supplier Code

When we add customers or suppliers, the code we assign to their account is based on their company name. Sometimes these entities change their names and then it would be really useful if there was a way to change their account code too.
David Selvage about 2 years ago in Account / Account 0 Idea Accepted - Gauging Support

SSA (sage system administration) should NOT require admin access on the local machine

SSA (sage system administration) should NOT require admin access on the local machine as stated in the subject; the admin tool is installed using a "click-once"nstaller and so it installs against the users profile (and thus does not require admin ...
Guest about 1 year ago in Installation 0 Idea Accepted - Gauging Support

Quotations don't save to the server yet all other sales documentation does save automatically.

It seems really strange and inconsistent that all documents which are produced in SOP, except quotations save automatically when printed/emailed. Please could quotations also save automatically too?
John Wilkins about 1 year ago in Document Storage 0 Idea Accepted - Gauging Support

View attached Attached Invoices from the Supplier and Customer Transaction Enquiry Screens

It would be really good if the Supplier and Customer Transaction Enquiry Screens fully matched functionality of the Desktop screens and allowed users to view Documents which had been attached against Transactions
Graham Sean 3 months ago in  0 Idea Accepted - Gauging Support

AR allocation drilldown - show inv date and due date

ON AR enquiry when you click on the allocation drilldown for a payment as well as showing the current info (inv number, amount) please can you add in invoice date and deu date
Jamie Bazley 3 months ago in Transaction Enquiry / Transaction Enquiry 1 Idea Accepted - Gauging Support

Opayo 'Request Card Payment' Button on Sage 200

Similar to Sage50, on the Customer List Screen, a button to request a card payment which is linked to Opayo. This creates a link which can then be emailed to the customer to request them to pay a specific amount, which is entered manually before t...
Lisa Castle about 2 months ago in Opayo 1 Idea Accepted - Gauging Support

Setting to make Customer Document number mandatory

When a customer order number is required but users forget or just skip past it. Would like an "Customer Document number mandatory" tick box in settings so that you can't save unless one is entered.
Claire Trim 7 months ago in New/Amend Order / New/Amend Order 0 Idea Accepted - Gauging Support

The Nominal Transaction table must have VAT Code/VAT Period ID fields against each NL Posting

When it comes to reconciling VAT Transactions for a submission period Vs Nominal posted transactions, there is no direct link between the two. It will be useful to have each transaction's VAT Code, VAT Type, VAT Period ID stored in Nominal Transac...
Rustum Khedkar 7 months ago in Database 0 Idea Accepted - Gauging Support

Add Bin Location column to Workspace screens for Stock Qty Breakdown, Stock Status, Stock List etc

It would be helpful to see / filter stock items by location, we currently have in excess of 40,000 stock items some possibly in three separate locations due to quantities.
Peter Dowdeswell about 1 year ago in List 1 Idea Accepted - Gauging Support