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
Customer transactions to import at a summary invoice/credit note level
It would be great if customer transactions can be imported at a summary invoice/credit note level with the option to drill down to individual transaction lines available when looking at the customer's account transaction history.
Imported transactions not being able to go to hidden codes
When importing journals, sales invoices and purchase invoices it allows transactions to still be imported to nominal accounts that are hidden, which shouldn't be able to happen as they are hidden as we don't want them to be able to be posted to.
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
Ability to post to nominal in future financial year
we are now in Feb 2016 but are unable to see transactions on nominal ledger because 2015 hasn&t been year ended. A good feature would be to enable the user to post into future financial year in order to run accurate reports, even if current ye...
Guest
almost 10 years ago
in Accounting Periods
0
Idea Accepted - Gauging Support
I'm raising this on behalf of a client who would like to see the below changes on the financial transaction import routines. Username - it would be better if this defaulted to the user doing the import. Posting Date - this should default to the da...
Ability to clear and rebuild future financial years
Currently if looking to extend the current financial year beyond the end of the first period of the next year and you are shifting you year-end date accordingly moving forward the process to achieve this in Sage 200 is very laborious (extract from...
Guest
about 7 years ago
in Accounting Periods
0
Idea Accepted - Gauging Support
