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Sage 200 UKI Ideas Portal
Status Idea Accepted - Gauging Support
Created by Jocelyn Milne
Created on Jun 7, 2023

Nominal Transaction Screen - Filtered Balance as well as Current Balance

When filtering by Date/Period on the Nominal Transaction Screen, it would be useful to see the total of that period as well as the year to date figure. Sage 50 allowed gave you the option to download to Excel from this screen so you could add them up that way, Sage 200 doesn't, I now have to do it manually with a calculator.

  • Mark Haggerty
    Reply
    |
    Feb 8, 2024

    BIG time-saver.

  • Admin
    Jo Kirkup
    Reply
    |
    Jan 4, 2024

    You are able to right click on the transaction enquiry screen, to export to excel that would mean you can total more automatically. We've put this idea as open to voting for the remainder of your idea which is to add the period total and YTD figure on the screen.