Sage 200 UKI Ideas Portal
Add a new idea Subscribe
Status Idea Accepted - Gauging Support
Categories Cash Book
Created by Guest
Created on Mar 13, 2019

RELATED IDEAS

Ability to be able to import cash book transactions as well as journal entries

Some of our banking has multiple lines on it, which are repeated on a weekly basis. To avoid having to retype in each week it would be good to either set up a template so only values/dates need to be added or be able to import a csv file instead.

  • Post comment
  • Admin
    Jo Kirkup
    Reply
    |     Feb 26, 2024

    Our previous way of collecting ideas didn't allow us to merge ideas to see the full view. We moved to the new systemin November 2023, our first priority is to catchup on the backlog, remove those delivered, and merge those that can. From there we'll begin to bring onto our roadmap, we've already delivered a number, and have more under review/ investigation - you'll be able to see the specifics in a ideas portal update we'll be launching soon.

  • Stuart King
    Reply
    |     Feb 26, 2024

    Wow.. looks like people have been consistently asking and voting for this since 2016 looking at the merged suggestions... wonder how come it still hasn't been implemented after 8 years?

4 MERGED

Upload Cash Journal

Merged
We would like to be able to upload a cashbook journal
Guest about 6 years ago in Cash Book 0 Idea Accepted - Gauging Support
3 MERGED

Wizard to import credit card transactions into the Cash Book

Merged
Coming from Sage 50, I was used to importing credit card transactions via a spreadsheet download from our card providers web site. Only a small amount of cut and paste was required. I would like a similar facility available via the Import Wizard s...
Guest almost 8 years ago in Cash Book 0 Idea Accepted - Gauging Support
5 MERGED

Import - Cash Book Transactions - nominal payments and receipts

Merged
No description provided
Guest about 6 years ago in Cash Book 0 Idea Accepted - Gauging Support
2 MERGED

Import Vatable and Non-vatable payments/receipts to the cash book

Merged
This may be getting done in next release anyway as you are putting in to be able to import vatable journals. BUT what about VATable and NONVATable payments/receipts direct to a nominal?
David Shearer almost 2 years ago in Cash Book 0 Idea Accepted - Gauging Support
6 MERGED

Cash Book Import

Merged
There is no facility to Import Cash Payments or Receipts outside of the Sales or Purchase Ledgers and this would be particularly useful to Import transactions from Banks or other systems
Graham Michel almost 8 years ago in Cash Book 0 Idea Accepted - Gauging Support