Sage 200 UKI Ideas Portal

Re-label Current vs Historical nominal transactions to avoid confusion with financial year

Every Sage 200 customer gets confused by the Current vs Historical transactions in the nominal transaction enquiry screen, and the 'brought forward balance' shown, as they assume that this relates to financial year. Obviously they can by shown to filter by period, and archive to year end if required so that these become synonymous - but would be better if terms like 'Live' and 'Archived' were used (even Current and Archived would work better) and if 'brought forward balance& said &archived balance'. Or, perhaps more simply, add the financial year/accounting period end date to the screen so that it's obvious.

  • Vicky Poole
  • Jun 14 2023
  • Idea Accepted - Gauging Support