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Sage 200 UKI Ideas Portal

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Status Idea Accepted - Gauging Support
Created by Leanne Mann
Created on Sep 5, 2024

Unallocated amount in transaction enquiry

In Supplier Transaction Query and Customer Transaction Query, instead of having "Allocated" amount we should have an option to add the Unallocated amount instead.

Idea Benefit Don't have to keep exporting the data to do formula to see how much is unallocated in a transaction
How do you solve for this problem today? Exporting data into excel and doing =Value-Allocated
Product Variant Sage 200 Professional
73 MERGED

Add "Outstanding balance" on Transaction Enquiry screen

Merged
It would be useful to have an additional column on the Transaction Enquiry screen that shows the Outstanding or Unallocated Balance for each transaction? (In both Sales Ledger and Purchase Ledger). At the moment we have 'Value (total)' and 'Alloca...
Elaine Newton about 1 year ago in Transaction Enquiry 3 Idea Accepted - Gauging Support
1 MERGED

supplier transaction enquiry columns

Merged
as an accountant with over 45 years experience, I, and all my team, feel that on the supplier transaction enquiry screen (and of course on the customer side too) it would be more useful to have a column "unallocated" rather than "allocated" - or i...
Phil Lyon 5 months ago in Transaction Enquiry / Transaction Enquiry 0 Idea Accepted - Gauging Support