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Move away from CSV imports & introduce Excel imports

It would be more efficient to move away from using CSV file imports & instead enable Excel file imports as this would remove the step of saving as a csv file, it would also reduce the chances of introducing data errors on import when a user op...
Guest over 7 years ago in Excel 0 Idea Accepted - Gauging Support

Power BI - Reporting

We&re investigating Power BI reports and we&d love to hear your ideas on reports you&d like to see using this tool.
Jo Kirkup almost 6 years ago in Microsoft Power Apps 0 Idea Accepted - Gauging Support

Rapid Invoice - Include link to add invoice

Introduce a function to allow attaching documents to individual lines (attach/pdf button on right side of the line). Current system only allows this function in single invoice entry and using this interface means i then have to go into each indivi...
Guest almost 2 years ago in Rapid Invoice 1 Idea Accepted - Gauging Support

E-banking Plug in required for Citibank

Client needs an ebanking plug in to be able to generate PL payment file to push through Citibank software
Guest over 6 years ago in Ebanking (Payments) 0 Idea Accepted - Gauging Support

Bank feed rules - bank transfer

On bank feeds, there is the option to create a bank transfer manually for a transaction. However when creating bank rules, there doesn't seem to be functionality to create a rule for a bank transfer. We have over 100 different cashbooks and the au...
Andy Donaldson almost 3 years ago in Bank Feeds 0 Idea Accepted - Gauging Support

Special characters for Engineering - Diameter Ø

Potential Sage 200 Customer seeking a work around for the diameter symbol Ø for inventory description conventions? This is important for our business as we record, issue and track bar stock. No fix would mean acquiring an alternate ERP
Guest about 1 year ago in New/Amend Stock Record 2 Already Exists

Adding Company Registration on customers

Being able to add company directors and addresses or partnership names and addresses together with company registration number if limited company would be very useful.
Christine Sellick over 1 year ago in Account 0 Idea Accepted - Gauging Support

Amend Batch Number by Location / Split Batches

In the Amend Batch/Serial No feature, you can filter batch numbers by location, but changing the batch number applies to all locations where that batch exists. For example we have item GIN which is in stock at SHOP (qty 100) and WAREHOUSE (qty 100...
Dan Hall about 1 year ago in Traceability Enquiry 0 Idea Accepted - Gauging Support

Restrict access to specific nominal codes and bank accounts

We are a 4 school multi-academy trust with 7 people all processing transactions. We are finding that transactions are frequently being posted to the wrong account on the cash book screen. The schools are only meant to process transactions to their...
Guest over 6 years ago in Bank/Nominal - Allow Access To Specific Codes 0 Idea Accepted - Gauging Support

Editing User Menus - Allow for Folder Deletion

Currently you cannot delete a Folder from the menu if it contains items, you first have to delete all the items. It would be much quicker if you were able to remove the folder and with it the contained items.
Robin Fitzpatrick 10 months ago in Users 0 Idea Accepted - Gauging Support