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Add custom reports to web user roles

currently sage 200 only shows standard reports in web user reporting, would like to be able to add custom ones
joanne scott over 6 years ago in Licence 0 Idea Accepted - Gauging Support

Allow creation of mandatory customer and supplier roles

When creating customer and supplier roles, you cannot set it to be a mandatory role. This means you can delete a contact on a SL or PL account, and not have the role be reassigned to another contact. If you try to delete a contact with a mandatory...
Guest over 9 years ago in Roles 0 Idea Accepted - Gauging Support

Financial Data Designer to have the same functionality as Amend Financial Layouts

eg Subtotals so that you can show Gross Profit, Operating Profit, EBIT, Net Profit etc Text lines to put spacing in the report At the moment you have manually add a total in the Pivot Table settings for Net Profit etc ...
Saeed Malik over 6 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

suggested payments - amend screen

I have a customer who is missing the 2nd reference field on the amend suggested payments in PL , please can this be added back as a feature as is very helpful
Guest over 6 years ago in Suggested Payments 0 Idea Accepted - Gauging Support

Ability to record a bank charge rather then a discount allowed then receiving payment from a customer.

When payments are received from customers they can often be short, but this is not the result of a discount allowed agreement this is due to bank charges for the transaction. I would like to be able to allocate the value to a bank charges nominal ...
Rebecca Knight over 6 years ago in Payment/Receipt 0 Idea Accepted - Gauging Support

VAT Form 126 for Academies

For academies that use VAT Form 126, please can we have reports that support the process of completing the form. This is different from standard VAT forms but many academies still use this process to reclaim their VAT.
Guest over 6 years ago in VAT 1 Already Exists

The ability to run the works order processing WIP - Valuation report retrospectively.

Business Advantage:- At present the customer must remember to run the report at on a given date when using this to reconcile as part of the monthly procedure and for presenting the information to management. However, if this has not been run for w...
Kathleen Leask almost 10 years ago in Manufacturing 0 Will not implement

Trial balance summary report layout to be like the one in SAGE 50

No description provided
Guest over 6 years ago in Trial Balance 0 Idea Accepted - Gauging Support

EDUCATION FD FORUM - REPETITIVE REQUESTS

I thought I would just do a summary comment of the requests that keep coming up for the education sector. I know the development team are very busy but these are what keep coming up in our discussions and on the ideas hub. Having an idea of where ...
Guest over 6 years ago in Budgets 1 Will not implement

Ability to amend delivery address on POs with Free Text line items(6144)

End user has requested the ability to amend the delivery address on POs when the PO Line Items are text items. Current workaround is to manually type the delivery address as a line item on the PO.
Guest almost 10 years ago in New/Amend Order 0 Idea Accepted - Gauging Support