Sage 200 UKI Ideas Portal
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Status Idea Accepted - Gauging Support
Categories Generate Payments Suggested Payments
Created by Derek Taylor
Created on May 22, 2024

RELATED IDEAS

Amend Generate Suggested Payments to be able to add Filters, Either for Analysis code or bare minimum Payment Group

Customers always have issues around the blanket nature of the generate payments screen being a blankets one size fits all option. The option seems to be incredibly dated not having not been changed since the inception of Sage MMS/200. It could be simply and greatly improved by providing criteria to run by Customers / Analysis codes / Payment groups.

Idea Benefit Flexibility in payment runs lacking at this time.
How do you solve for this problem today? No workaround at this time.
Product Variant Sage 200 Professional (SPC), Sage 200 Professional, Sage 200 Standard, Sage for Education
  • Post comment
  • Kris Kiddy
    Reply
    |     Nov 11, 2024

    You cant filter out the Credit card or direct debit payments and they have to be manually deleted. Why not? This seems like such a basic and obvious thing to do. Why bother having the 'Payment Group' to state credit card, direct debit etc within the supplier account if it cant be put to good use?

  • Kris Kiddy
    Reply
    |     Jul 16, 2024

    Surely it would make sense not to include 'credit card' payments in this report. Definitely agree we need filters

  • Stuart King
    Reply
    |     Jun 19, 2024

    Also add more filters to "Generate payments" screen too

  • +24
1 MERGED

SELECT MULTIPLE PAYMENT GROUPS WHEN GENERATING PAYMENTS

Merged
Allow selection of more than one payment group when generating payments for multiple suppliers.
Guest almost 4 years ago in Generate Payments 0 Idea Accepted - Gauging Support
11 MERGED

Add Payments on a/c to Suggested & Generate Payments

Merged
To be able pay suppliers on a/c eg for pro-forma invoices/lease deposits. It is trading requirement send advance payments. Currently they have to be created manually in the on-line banking software which has led to sites making payments twice.
Saeed Malik over 7 years ago in Generate Payments 0 Idea Accepted - Gauging Support
73 MERGED

Run Suggested Payments by Payment Group(s)

Merged
Rather than Suggested Payments being generated for all suppliers, it would be useful to select the payment groups first.We currently use all 10 available groups, e.g., stock for resale, sundry, rent and rates & utilities, etc.
Mark Haggerty about 1 year ago in Suggested Payments 7 Idea Accepted - Gauging Support