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Sage 200 UKI Ideas Portal

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

Show monthly total actuals in transaction enquiry (like Sage 50)

In Line 50 you can see in a simple way how much has been allocated to a nominal on a monthly basis for the current and previous year. It is easy to identify anomalies.

  • Russell Russell
    Jun 4, 2025

    I'm struggling to understand why the journal transferring balances from the profit and loss nominal codes to retained profits isn’t shown during the year-end process. It would make complete sense to display this movement clearly. In Sage 50, this is visible, but Sage 200 seems to make it more difficult to trace, requiring additional effort to integrate the data. Aren’t system upgrades supposed to simplify processes rather than complicate them?

  • Mark Haggerty
    Feb 8, 2024

    BIG time-saver and essential; we had this in a 30+ year old ledger system we used before moving to S200.

  • Frances Drew
    Dec 4, 2023

    I would agree with showing monthly totals on enquiry screen