Posting part payments against sales orders before issuing the invoice
We have a lot of customers who pay upfront for their orders. Using the proforma is a faf, so we just use sales orders and mark them as paid using analysis codes. My question is, if a customer pays for half of an order (like a goodwill gesture) can...
kate thomas
about 1 year ago
in New/Amend Order
3
Already Exists
We're looking to extract P&L and Balance Sheet data from Sage200 to use in a cloud based system for planning and analytics. As we're trying to access the data via the Power Automate custom connector to the Sage200 API, we found we do not have ...
Adriana Nita
over 2 years ago
in API
6
Idea Accepted - Gauging Support
If you have an update that effects multiple customer or supplier accounts, it would be nice to be able to edit them en masse in grid format, where you could copy and paste the change into a specific field before arrowing down to the next record, a...
Ability to set default date filter for Nominal Ledger Transaction Enquiry
When looking at a nominal account enquiry, the transaction filter is currently defaulted to "No filter" so you see all transactions in date order and then need to filter/sort to find what you want. It would be useful if you could set the enquiry t...
Alan Evans
over 1 year ago
in Transaction Enquiry
2
Idea Accepted - Gauging Support
Stock list reorder level viable with return type warehouse
Sage uses view “STKStockItemView” to pull the reorder level on the stock list. However, if multiple warehouse are present then it defaults to 0 : “CASE WHEN COUNT(*) = 1 THEN SUM([WarehouseItem].ReorderLevel) ELSE 0 END AS ReorderLevel” The issue ...
Jordan Warrington
6 months ago
in List
0
Idea Accepted - Gauging Support
Open Banking APIs from banks, include access to download balances as well as transactions, e.g., Barclays Open Banking API. This is not currently available when downloading bank feeds in Sage 200. Inclusion for this has been requested by a few of ...
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
over 2 years ago
in Database
0
Idea Accepted - Gauging Support
Customer transactions to import at a summary invoice/credit note level
It would be great if customer transactions can be imported at a summary invoice/credit note level with the option to drill down to individual transaction lines available when looking at the customer's account transaction history.
We now have auto refresh on commercial module lists,can we have it on all financial module lists please. No need for it to be optional in my view. Why would any user not want it on?
Guest
over 7 years ago
in List
0
Idea Accepted - Gauging Support
Ability to copy cell or row from view screens rather than just export to Excel
Need to be able to copy selected rows or individual cells without having to Export to Excel first. Or to be able to highlight required text and copy to selected program
Guest
over 3 years ago
in List
0
Idea Accepted - Gauging Support
