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Sage 200 UKI Ideas Portal

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Import Accrual journals with reversal

Has anyone tried importing Accrual in month end and adding reversal journal with next month date?
Sumit Pradhanang over 1 year ago in Nominal 9 Already Exists

Include invoice reference on remittance layout by default

Customer would like the default remittance layoutto show supplier invoice reference field that is commonly used for invoice number, to be displayed on the layout.
Guest about 6 years ago in Remittance layouts 1 Already Exists

Sage Connect - Automation is on by default on certain templates - this should be a customer selection

Perhaps it can be a step on the homepage to say a suggested piece to set up Risk would be that an automated email goes out before the customer is expecting it to
Jo Kirkup 7 months ago in Sage Connect 0 Idea Accepted - Gauging Support

Sage Connect - Templates > automation rules > wording change

Edit a template on the automation section for a template with automation enabled click on the cog In the recipients section click on the excluded customers the wording that appears says: These customers have been excluded from their customer recor...
Jo Kirkup 7 months ago in Sage Connect 0 Idea Accepted - Gauging Support

Sage Connect - Templates criteria search box needs to be made wider, rather than wrapping the names

Edit a template on the automation section for a template with automation enabled click on the cog In the recipients section click on the included customers/ excluded customers (doesn't matter if its all or selected customers) When you then get the...
Jo Kirkup 7 months ago in Sage Connect 0 Idea Accepted - Gauging Support

Sage Connect - add the account reference to the account look up/ filter screens

Businesses are used to knowing their account reference so need to reflect business processes. Provides greater choice and ensures a level of consistency with the ERP
Jo Kirkup 7 months ago in Sage Connect 0 Idea Accepted - Gauging Support

Sage Connect - Templates criteria needs expanding to include other options rather than e.g just account name for customers

Edit a template on the automation section for a template with automation engable click on the cog In the recipients section click on the included customers/ excluded customers (doesn't matter if its all or selected customers) when you then get the...
Jo Kirkup 7 months ago in Sage Connect 0 Idea Accepted - Gauging Support

Sage Connect - Transaction list > payments, the payment number is confusing should be able to choose what is displayed or the reference used by the product

as above
Jo Kirkup 7 months ago in Sage Connect 0 Idea Accepted - Gauging Support

Sage Connect - Differences in information available on transactions > customers > Customer invoices vs transaction > customers > Customer payments

When you click on the invoice list, you can click in to find more information from invoice e.g who the contact is. When you click on a payment in the payment list there is no drill in information
Jo Kirkup 7 months ago in Sage Connect 0 Idea Accepted - Gauging Support

Sage Connect - export transactions list comes out as CSV, why not XLS - the button says export to excel

choice of file type that's downloaded
Jo Kirkup 7 months ago in Sage Connect 0 Idea Accepted - Gauging Support