Sage 200 UKI Ideas Portal

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    Credit note reasons

    Add in the ability to select reasons for a credit note from a drop down list to ensure better analysis of credit reasons (i.e. invoicing error, customer returned due to product issue, etc)
    Tayla Adams 10 days ago in Invoice/Credit / New/Amend Invoice / New/Amend Return 0 Idea Accepted - Gauging Support

    Customer Details

    It would be useful if we could add more customer contact details, within a company there may be several contacts, such as workshop supervisor, purchase ledger clerk, but there doesn't seem the capacity to enter this detail in sage
    Sally Bruce about 2 years ago in Customer/Supplier 6 Idea Accepted - Gauging Support

    Ability to attach documents in other modules, e.g. Sales Ledger, Sales Order Processing.

    The ability to attach / scan documents to sales transactions, for example may wish to attachproof of delivery. Please add examples of where and why you would find this useful. Thank you
    Guest over 7 years ago in Invoice/Credit 5 Partially Implemented

    Attach document to multiple transactions at once

    I am aiming to try and attach one document to multiple transactions without having to select and add to each transaction individually
    Molly Armsworth 3 months ago in Invoice/Credit / Invoice/Credit / Transaction Enquiry / Transaction Enquiry 0 Idea Accepted - Gauging Support

    Sales/Purchase Ledger Duplicate Reference & Date Check Tool to allow check on reference only

    It would be good if this checker could have an option to check the Reference Only rather than both the Reference & Date having to be duplicated for the warning message to appear.
    Howard Taylor over 1 year ago in Invoice/Credit / Invoice/Credit 0 Idea Accepted - Gauging Support

    Nominal code look up

    When looking for the correct nominal code, is it possible that you could enter a few characters and the look up will start from there rather than going through the whole nominal list.
    Debbie Waring over 1 year ago in Invoice/Credit / Invoice/Credit 1 Already Exists

    Memorise function for invoices

    In Sage 50 I set up an invoice template for a very large invoice of 58 lines (and getting bigger) that I need to post monthly. All I needed to do was pull up the memorised invoice, change the dates and a couple of minor things, then post it. It wo...
    Cheryl Orr almost 4 years ago in Invoice/Credit / Invoice/Credit 0 Idea Accepted - Gauging Support

    PDF Month End Report Suite for Schools

    It would be good if we could have a PDF report suite for all the month end reports shown in the academies handbook and they are standardised for all schools.
    Guest over 7 years ago in Month End Report Suite for Schools 0 Idea Accepted - Gauging Support

    Ability to identify Customers and Suppliers as Counterparty transactions and report on this for Annual Accounts Return

    Academies are required identify transactions between the trust and other public bodies (Counterparties) and report these in the Annual Accounts Return each year. It would be really useful to tick a box or select a drop down on a customer or suppli...
    Guest over 8 years ago in Customer/Supplier 0 Idea Accepted - Gauging Support

    Credit terms against Sales Invoice

    I would like to be able to put credit terms against individual invoices rather than against the customer account
    Sarah AtwellKing over 5 years ago in Invoice/Credit 0 Idea Accepted - Gauging Support