Sage 200 UKI Ideas Portal

Please note the following Sage 200 Ideas Portal Guidelines apply to the use of this portal.

ADD A NEW IDEA

All ideas

    Invoice address to copy across to sales orders when converting a Prospect Quotation to the default Cash Account customer

    Customers would like the invoice address that is entered against prospect quotations to be copied across the sales order when converting from a prospect quote to the default cash account customer as the invoice address is appearing wrong on the fi...
    Guest over 7 years ago in Convert Quote 1 Idea Accepted - Gauging Support

    Control Default UoM used in POP - Generate Orders and Manual PO Entry

    Having found a flaw in how UoM's are used by Sage200 during discussion's with Dale Norris in Support. POP Unit of Measure Usage Issue.docx Please review above document for steps to replicate. We have found a work around but this still requires Use...
    Guest over 3 years ago in Generate orders 1 Will not implement

    DIscounts on Pro formas and quotations

    There is an area where discounts can be added to orders, proformas and discounts - this only allows the entry of a percentage discount with two decimal places. Sometimes users wish to record a more precise discount:- eg. Say the order value is £5,...
    Guest over 7 years ago in New/Amend Quote 1 Idea Accepted - Gauging Support

    Make report designer email attachments easier to view & update

    In report designer you have a section for email settings. The first tab covers the to, from, subject & email body text whilst the second tab allows you to add files that are attached to report designer output that is emailed. Often during upgr...
    Guest almost 3 years ago in Emailing 0 Idea Accepted - Gauging Support

    Bank Reconciliation - Track changes

    If the opening balance differs from last months closing balance you are alerted there is a difference and shown what that difference is made up of.
    Guest over 7 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

    Memorise function for invoices

    In Sage 50 I set up an invoice template for a very large invoice of 58 lines (and getting bigger) that I need to post monthly. All I needed to do was pull up the memorised invoice, change the dates and a couple of minor things, then post it. It wo...
    Cheryl Orr over 4 years ago in Invoice/Credit / Invoice/Credit 0 Idea Accepted - Gauging Support

    Import Accrual journals with reversal

    Has anyone tried importing Accrual in month end and adding reversal journal with next month date?
    Sumit Pradhanang almost 3 years ago in Nominal 9 Already Exists

    For security to prevent users from Right Click Send to Excel

    Option to disable Send to Excel on lists for particular users For security purposes
    Gary Butler over 5 years ago in Roles 1 Idea Accepted - Gauging Support

    Report Designer - Stop group footers from causing blank spaces on multiple page reports

    Example: if you set up an invoice or statement layout and have the transactions appearing in the Details tab, then have a customer account number group footer section giving the totals and perhaps bank details etc etc then this causes blank spaces...
    Vicky Poole about 10 years ago in Page Footer 0 Idea Accepted - Gauging Support

    Clear timesheet from previous week on entry form

    When entering a timesheet, after selecting the employee, the timesheet for the previous week appears with 0.00 values but with the project detail. This has to be deleted before entering which can be confusing for the customer.
    Kathleen Leask almost 2 years ago in Project Accounting 0 Idea Accepted - Gauging Support