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Sage 200 UKI Ideas Portal

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Automatically roll/amend period dates for future financial years when shortening or lengthening the year end

This will save considerable time for customers when needing to shorten or lengthen their year end by creating a button/script to automatically change/roll-out future periods based upon the final month/period/year date of 'This Financial Year' into...
Steve Machin almost 2 years ago in Accounting Periods 3 Idea Accepted - Gauging Support

Improve Excel VAT Transactions Report

The current VAT Transactions report (Excel) records the VAT on Sales Invoices as a positive amount, rather than as a negative amount and Sales Credits as negatives instead of positives so that the cumulative total differs from the VAT return. Can ...
David Waller almost 2 years ago in Excel Reporting 4 Idea Accepted - Gauging Support

Ability to open up a new year without closing down the prior one

As a school we are audited in October each year (year end is 31st August). The ability to keep the prior year open whilst processing in the new academic year would be fantastic (every other system I know does this). At present, my budget holders c...
Guest over 4 years ago in Accounting Periods 0 Idea Accepted - Gauging Support

Add narrative column to excel report Supplier Transactions

I would find the Supplier Transactions report, which can be found in the excel reports, much more useful if a column showing the narrative was included. When processing invoices we leave the default narrative, which includes the supplier code and ...
Guest over 2 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

Excel Reporting - Revenue and Cost report: flip sign on budgets

A client is using the Excel Revenue and Cost report to extract budgets and actuals from Sage 200 for reporting. The actual values are signed flipped, so that the revenue credits are displayed as positives and the cost debits as negatives. Budgets,...
Gregor Imrie over 4 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

Add Excel Pivot on Invoicecredit and Invoice Credit Line

Useful to bolster existing trading reports e.g. if stock updated by despatch date then such trading information is unavailable.
Owen Orr 6 months ago in Excel Reporting 1 Further Information Required

Sage 200 web users able to drill down into budget line details

We have rolled out "My Budget Overview" access to our managers for keeping more up to date view on budget spend than monthly management accounts allow. However it would be useful if the figures in actual/committed POs/etc columns were able to be d...
Jo Clarkson over 6 years ago in Excel Reporting / Roles 0 Idea Accepted - Gauging Support

Export / Import Excel Financial Statements

To have the ability to export and import your Excel financial statement layouts like you can with the main ones. Seems mad that you can't already.
David Shearer over 1 year ago in Excel Reporting 0 Idea Accepted - Gauging Support

Accounting Periods

I think one of the drawback with Sage products is that you can't close an accounting period anytime you want to without getting all users out of Sage. Other systems like Navision, SAP can do this without having to have the users log out of the sys...
Guest over 5 years ago in Accounting Periods 0 Idea Accepted - Gauging Support

Maintain Accounting Period - Ability to close whilst other users logged in

Most business want to run the month end - close/open periods - during the working day whilst users are still processing in other modules in Sage200 Currently get a warning - Unable to access the SystemManager module feature &Amend Accounting P...
Alistair Alistair over 9 years ago in Accounting Periods 0 Will not implement