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Sage 200 - UKI

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Head Office credit limit applied to branch accounts (sum of Branches)

One of our clients utilises head office and branch SL accounts. They would like to be able to set a head office credit limit where the branch accounts sum against. Ie Head office £50k credit limit. Branch 1 spends £49k but Branch 2 attempts to pla...
Guest about 1 year ago in Account 0 Idea Accepted - Gauging Support

Microsoft Office 365 integration with Outlook

View key customer and vendor details in Outlook. View the information you need to make decisions and answer queries without the need to leave Outlook e.g. outstanding balance, recent transactions, credit limit etc., all withi
Guest about 1 year ago in Microsoft Outlook 0 Idea Accepted - Gauging Support

Allow the input of unit cost details into Quotations

Users can be set up to allow the entry or change of unit cost (not selling) prices in Sales Orders. However the same facility does not exist in quotations - and I suspect that even if it did then the cost price would not be copied into the sales o...
Guest about 1 year ago in New/Amend Quote 0 Idea Accepted - Gauging Support

Stop users adjusting VAT on orders

At the moment there are a number of options to stop users being able to adjust discounts / fulfilment method etc on an order in SOP, but there is no possibility to stop them from adjusting a VAT rate. This then means that we have to run a number o...
Guest about 1 year ago in New/Amend Order 0 Idea Accepted - Gauging Support

GENERIC SALES QUOTATION CONVERTION TO LIVE SALES ORDER - NEW CUSTOMER ACCOUNT

Convert a generic Sale Quotation e.g. ENQ9 to a new customer account MCCA0012? When the quotation is converted to a live SOP the customer box is greyed out and cannot be amended to a new customer a/c. At the point of quotation we do not alw....
Guest about 1 year ago in Convert Quote 0 Idea Accepted - Gauging Support

Settlement discount Paynow/Go Cardless

I have a site that is a heavy user of settlement discount across its entire sales ledger. They would ideally like to implement GoCardless to collect the debt or the paynow paypal/stripe/sagepay options however this is not possible as Sage 200 curr...
Guest about 1 year ago in GoCardless 0 Idea Accepted - Gauging Support

Current nominal transactions only displaying transactions from current financial year

It would be handy to have the option to view a list of transactions for the current financial year. So in a similar way that deferred transactions for the future show in a separate list, so could previous financial year transactions. It would be u...
Guest about 1 year ago in Transaction Enquiry 0 Idea Accepted - Gauging Support

Additional job item codes in SOP

In SOP please could we have the ability to put more than 1 job item code per free text item. This would be handy when splitting the costs associated with a free text item for internal costing purposes only, without it printing as a separate cost i...
Guest about 1 year ago in New/Amend Order 0 Idea Accepted - Gauging Support

For sort preference in Allocations form to be remembered

On allocating invoices/credits to payments/receipts, the auto allocation option works by looking at the first items on the sort eg if you sort by reference and press auto allocate, it runs this on the first reference first. If you always want to s...
Guest about 1 year ago in Allocate / Allocate 0 Idea Accepted - Gauging Support

Remove the Delete Bank Account Transactions Button

This button should either be disabled or limited to who can use it. Can cause a huge problem if pressed in error.
Guest about 1 year ago in Corrections 0 Idea Accepted - Gauging Support