Sage 200 UKI Ideas Portal

Import journal transactions template usernumber field to be made mandatory:

When we use the import transactions functionality to upload a journal via the .csv template http://desktophelp.sage.co.uk/sage200/sage200standard/Content/CSV%20samples/NominalTransaction%20CSV.csv

I have noticed that the UserNumber field is not mandatory. As a result, if a user forgets to fill this in, the journal gets loaded with a user ID of 999, and there is no audit trail showing who posted the journal.

Is there any way of customising the import transactions process so that the usernumber is automatically populated with the user who is uploading the journal?

  • Guest
  • Jun 19 2019
  • Idea Accepted - Gauging Support