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Sage 200 UKI Ideas Portal
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Sales Ledger (Customers)

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Allow default incoterms to be set on a customer record

Set default incoterms on a customer record. This should flow onto Sales Orders. Ability to change the incoterms if required on the sales order, Ability to change at despatch but the changes to be considered as a business setting so the warehouse c...
Jo Kirkup 1 day ago in Account 0 Review Required

Add ageing columns on customer list screen

By adding ageing columns you can then run filters to bring up customers with certain ageing criteria for reporting and statements
Martyn Richardson 14 days ago in List 0 Idea Accepted - Gauging Support

customer rapid invoice entry

Be able to multiple invoice entries on one screen like sage 50
Martyn Richardson 14 days ago in Rapid Invoice 0 Idea Accepted - Gauging Support

Allocation of payments

On SAGE 50, you can press F3 to allocate a full payment but on SAGE 200 you have to triple click. The 'auto allocate' doesn't work when they pay invoices and miss a couple out in between. We sometimes have to allocate over 100 transactions to a pa...
Hennessey, Megan 4 months ago in Payment / Payment/Receipt 4 Idea Accepted - Gauging Support

When entering a SL customer receipt / payment, option to toggle on/off account hold status

We use account status "on hold" for past due SL accounts. When the customers pays, we enter the receipt and a pop up reminds us the account is on hold and asks if we wish to continue. Then we complete the receipt and have to go into amend account ...
Stuart King 8 months ago in Payment/Receipt / Payment/Receipt 2 Idea Accepted - Gauging Support

Assign Bank accounts to Customers/Suppliers

We have 5 currency accounts and it is too easy to post receipts or payments to the incorrect bank account when posting within the customer/supplier account - as the bank account always defaults to our sterling account. Incorrect postings to bank a...
Cathy Pennycook 4 months ago in Account / Account 0 Idea Accepted - Gauging Support

Customer PO to show on debtors list

When contacting the customer they always ask for their PO number which isn't shown on the debtors list - this is a basic requirement of credit control.
Debbie Waring 5 months ago in Aged Debtors 1 Idea Accepted - Gauging Support

attachment with enter customer receipt

It would be useful to add a remittance to a sales receipt on customers.
Wendy Gardner 8 months ago in Payment/Receipt 2 Idea Accepted - Gauging Support

Module Links

I think it would be great as part of housekeeping to have a tab on SL, PL, SOP and POP showing linked modules. I think this would help when trying to purge and delete SL and PL accounts. You get the message "the account cannot be deleted as it is ...
Kate Clement 2 months ago in Account 1 Idea Accepted - Gauging Support

When entering a receipt payment in sales ledger have ability to enter comment on over-payments

When customer over-pays an invoice the payment is receipted and the user goes to transaction enquiry to add memo line against the over-payment with reason i.e. inv 12345 paid twice - or under-payment i.e. VAT omitted from receipt
Oldschool Oldschool 10 months ago in Payment/Receipt / Payment/Receipt 0 Idea Accepted - Gauging Support