Sage 200 UKI Ideas Portal

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Sage 200 - UKI

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    Add ageing columns on customer list screen

    By adding ageing columns you can then run filters to bring up customers with certain ageing criteria for reporting and statements
    Martyn Richardson 10 months ago in List 0 Idea Accepted - Gauging Support

    Allow expressions to determine email attachments

    I have spent ages merging the format of 3 company invoices into a master layout The site now have a need to include T&C as an email attachment but the attachments are fixed file, no ability to select attachment A or B depending on some expression
    Andrew Dunn 10 months ago in Emailing 0 Idea Accepted - Gauging Support

    Report Designer - Selection Tree

    When creating / maintaining or searching for a specific report, the tree structure collapses after each report has been opened e.g. I have a report I want to clone in Custom > Reports > SOP - I select a report, open it but it's the wrong one...
    Andrew Dunn 10 months ago in Reports 3 Not an idea

    Allow users to amend the date on Invoice and Payment when doing payment with order in SOP

    If a user takes Payments with Sales Orders, and it is set to Invoice Immediately the date of the invoice that is generated automatically and the receipt that is posted take the current date. This is fine if you are entering live on the same day as...
    Alison Alison 10 months ago in New/Amend Order 0 Idea Accepted - Gauging Support

    Sales Order Discount - Recalculate on Save (Amend Order)

    The user is only prompted to apply the order value discount if the discount applied would be greater that the current percentage applied The problem is that if the order is amended to a lower value, the percentage is not re-applied e.g. Create new...
    Andrew Dunn 3 months ago in New/Amend Order 5 Idea Accepted - Gauging Support

    SOP Order Discount / Surcharge - Restrict User Access

    The Order Discount / Surcharge on the Delivery and Invoicing tab can be amended by any user - even an user with no SOP permissions - it would be helpful of access to this could restricted via SOP permissions Note that the order discount % / value ...
    Andrew Dunn 3 months ago in New/Amend Order 0 Idea Accepted - Gauging Support

    Inconsistency with international dialling code on Sage screens

    When you're amending a customer contact there is no + by the telephone number fields. So this sometimes causes our Sales guys to try and be helpful by adding the plus for the international dialling code. But it'd be helpful if these two screens we...
    John Wilkins 6 months ago in Account 0 Idea Accepted - Gauging Support

    Add links between Sales transactions and SOP invoices, Purchase transactions and POP invoices

    It's not unusual to want to drill down from a sales or purchase invoice/credit note to the SOP/POP invoice. At present, the database structure makes this difficult or impossible as it depends on the transaction reference - which can be amended. A ...
    Geoff Turner over 3 years ago in Transaction Enquiry / Transaction Enquiry 0 Idea Accepted - Gauging Support

    Add a setting to turn off the extra pop up when saving a delivery date

    Since the update, there is a new pop up box you have to click to confirm the changes made and click out and save in order to exit the window. I'm sure it is helpful for other users but it would be great if we could have the option to disable this.
    Helena McEneaney about 1 year ago in New/Amend Order 6 Idea Accepted - Gauging Support

    Allow none-standard fonts when exporting documents into .pdf

    Exporting to PDF from report designer does not embed fonts within the PDF, as the library Sage 200 uses does not support none-standard fonts. None-standard fonts are accessible in Report Designer and are rendered correctly in preview windows but w...
    Jamie Wilde 12 months ago in Report Designer 2 Idea Accepted - Gauging Support