Sage 200 UKI Ideas Portal

Blank Report Categories on NEW Sage 200 Standard Setup

When creating a brand new category you are given the Default Report Categories. Good if a customer needs help in setting report categories but if they have there own structure and don't want to go along the lines of the default you provide you are still left with these redundant report categories and it looks messy. People don't want them and I end up setting them as DO NOT USE. Can it not just be blank like on 200 Pro. OR allow us to DELETE but we can't because it says they are in use when they are not!

  • David Shearer
  • Feb 7 2024
  • Idea Accepted - Gauging Support
Idea Benefit A tidy setup and stops confusion.
How do you solve for this problem today? Mark the report categories as DO NOT USE but we should be able to delete them.
Product Variant Sage 200 Standard
  • David Shearer commented
    7 Feb 11:53am

    Hello

    I get that but for example a recent customer does not have Motor Vehicles and there is a Motor Vehicles category. Now I know you can over type the description but maybe they only have Fixed Assets as Fixed Assets and Fixed Asset Depreciation so will utilise 001 and 002. They then want to leave a gap before they start with the Current Assets and Liabilities so they go to 100 BUT because of the defaults that are there Report Categories 003, 004, 005, 006, 007, 008, 009 are sitting there and we have to rename to DO NOT USE.

    Also when you do an import lets say someone has utilised all those 00x numbers, it will not import the new descriptions as it says they already exist. So you have to manually override them or do the import subsequently once the program is open.

    Why can it not just be BLANK like when you start with 200 Pro? I am led to believe it was something to do with Demo being there and how Standard works. But even if you don't create a Demo company first I'm pretty sure it still happens.

  • Admin
    Jo Kirkup commented
    7 Feb 11:45am

    Can you provide an example of what you are using the category for as the defaults are usually what's expected on your management reports.