All ideas

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 over 2 years ago in New/Amend Order / New/Amend Order 0 Idea Accepted - Gauging Support

11 VOTE

Allow for a sort of bank feed rules

Currently unable to sort bank feed rules, which makes it time consuming to find a rule when trying to amend. It would also be useful to be able to see the last time a rule was used.

Ryan Westhoff over 2 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

4 VOTE

SSA > Users - Sort UserID as a numeric value

When sorting the users by user ID, the sort treats the field as alphanumeric instead of numeric e.g. user 150 comes between users 1 & 15 and 2 and 20 - e.g. 1,15,150,2,20 It's a small thing but when the site has over 150 users and new users ar...

Andrew Dunn 12 months ago in Users 0 Idea Accepted - Gauging Support

33 VOTE

enhance amend/correct nominal postings

include the option to correct transactions for nominal taxable/non taxable transactions. the help only says cannot amend reversing or recurring entries but we have discovered it doesn't let you correct cash book ones (needed to correct the bank ac...

Joanne Scott almost 8 years ago in Corrections 0 Idea Accepted - Gauging Support

9 VOTE

Bring Customer Email Address through to Opayo

Opayo have the functionality to send email receipts to customers to confirm payment. For Opayo to do so, they require the email address to be included within the PayNow button.

Samantha Bridgewater about 2 years ago in Opayo 1 Idea Accepted - Gauging Support

6 VOTE

Statements to multiple addresses

More and more now, I'm finding that we are having requests for statements to be sent to multiple addresses. I can set up a reminder to do this manually but it would be wonderful if there was a setting for this.

Christine Sellick over 1 year ago in Statements 2 Idea Accepted - Gauging Support

4 VOTE

Service Level Data & Reporting on Orders

Service Level Agreements (SLAs) I’d like to introduce Service Level Agreements (SLAs) into our sales order process and need Sage 200 to give us better visibility of order performance. Specifically, we want the system to: • Automatically calculate ...

Simon Wright 12 months ago in New/Amend Order 0 Idea Accepted - Gauging Support

2 VOTE

Direct Debit Field in Customer Ledger

Within the customer list there is no field to show if a customer is Direct Debit. In Sage 50, you could see if their mandate was Active, Requested, Cancelled. Looking at the customer list in Sage 200, you have no idea who is on Direct Debit. Sage ...

Paul Williams 6 months ago in GoCardless 0 Idea Accepted - Gauging Support

6 VOTE

Sage 200 API Missing the "Warehouse" Field in SOP Order Endpoint

The https://developer.sage.com/200/professional/2024-r2/sop/#tag/SOP-Orders/operation/PostSOPOrder endpoint requires the Warehouse ID to be entered at Line level. Where as the UI allows this to be entered on the Order Header and is then defaulted ...

Jeff Smith over 1 year ago in SOP 0 Idea Accepted - Gauging Support

5 VOTE

Would like to have document created ref for credit notes and invoices

It would be helpful to be able to identify who/which user created the credit note or invoice (like the sales order document created column).

Lynn Jeffery about 1 year ago in New/Amend Invoice 0 Idea Accepted - Gauging Support

Please enter your email address

FILTER BY FIXED IN VERSION

FILTER BY CATEGORY