Sage 200 UKI Ideas Portal
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!
| 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 |
Just to follow up on this. I have just been helping a client that I setup about 1.5 year ago who has now decided he wanted to change the way he report on P&L and Balance Sheet. He wanted a report category for each nominal code so a 1 to 1 relationship so I have 4000 Report Category and 4000 nominal and so on. Now that I've changed that and amended layouts I'm left with the old 'default' report categories that I cannot get rid of so it looks messy. The reason for being unable to remove as it says they are used in Financial Statement Designer! They are not in the Live ones but are in the examples. We should be able to delete these but we cannot.
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.
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.