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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

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

Generate separate emailed statements for the same email account

When emailing statements, if two customers have the same email address, only one email is generated for the email account. It would be good to have an option to split them
Tim Critchley 4 months ago in Statements 0 Idea Accepted - Gauging Support

Statements to multiple addresses

More and more now, I'm finding that we are having requests for statements to be sent to multiple addresses. I can set up a reminder to do this manually but it would be wonderful if there was a setting for this.
Christine Sellick 9 months ago in Statements 2 Idea Accepted - Gauging Support

Customer Statements on Sales Ledger

It would be a good idea to have customer statements to print from the web portal and send it to the customers.
Sudheer Sudheer over 1 year ago in Statements 1 Idea Accepted - Gauging Support

Ability to WhatsApp Statements

To have functions other than email available to send documents from, specifically via Whatsapp.
Charlotte Edwards about 1 year ago in Statements 0 Idea Accepted - Gauging Support

Setting to allow the user to choose the statement production method

currently defaults to paper, would like choice of email
joanne scott almost 6 years ago in Statements 5 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

Aged debtors figure when completing year end figures

I hide customers who have nil balances. However, when running aged debtors for year end, the figure only includes those customers that are current (not hidden). This alters the figure as far as I can see. Am I doing something wrong or is it that w...
Christine Sellick 10 months ago in Statements 4 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