Sage 200 UKI Ideas Portal

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    Change date on posted invoice, journal and bank transaction

    Is it possible to change the date of an invoice after it has been printed and posted in Sage 200 Professional, also change the wrong date on a bank transaction instead of having to do a payment/receipt to correct, and also change date on journals....
    Janine Holloway 8 months ago in Corrections / Corrections / New/Amend Invoice / New/Amend Order / Payment/Receipt 0 Idea Accepted - Gauging Support

    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

    Would like to have document created ref for credit notes and invoices

    It would be helpful to be able to identify who/which user created the credit note or invoice (like the sales order document created column).
    Lynn Jeffery 7 months ago in New/Amend Invoice 0 Idea Accepted - Gauging Support

    To be able to create Copy Invoice to Credit Note in Invoicing Module

    In newer versions of Sage 200 it is possible to copy an existing order when entering a sales return in SOP so that you do not have to manually key in all lines. It would be useful if the same option was available in the Invoicing Module. So when y...
    Guest almost 8 years ago in New/Amend Invoice 0 Idea Accepted - Gauging Support

    Edit delivery address on invoice even after printing

    We have a trade counter and quite often delivery addresses need to be corrected or changed. We use the invoice module for speed, however, once the invoice is printed we cannot amend the delivery address, so have to cancel the invoice, and redo it ...
    Eiain Lennon about 1 year ago in New/Amend Invoice 0 Idea Accepted - Gauging Support

    Warning when insufficient stock on Invoicing

    When using SOP invoicing and there is no stock an invoice is produced anyway even though stock is set not to go into negative. This means the customer gets an invoice for goods they could not possibly have received. Can there be a warning either a...
    carla renno almost 2 years ago in New/Amend Invoice 5 Will not implement

    Option to pick up email from Delivery address or in contacts for emailing Invoices out

    Some departments would like Sales invoices to go direct to them, whilst other areas need their invoices to go to the main invoicing / accounts contact setup at Sales Leger level If we could add a tick box on the delivery address to override the ma...
    Victoria Hanley over 1 year ago in New/Amend Invoice 3 Idea Accepted - Gauging Support

    Add the ability to use transaction analysis code when raising an invoice to a customer

    We use transaction analysis codes to balance the costs of projects within our school. This works from when paying supplier invoices and processing bank transactions, but there is no way to add this code when we are raising invoices to customers wh...
    Guest almost 8 years ago in New/Amend Invoice 0 Idea Accepted - Gauging Support

    Be able to edit/amend a printed invoice raised from Invoicing Module

    At the moment once you print invoices from the invoicing module the then become locked down so no editing is possible. Would be great if this wasn't the case as clients raise and print invoices and realise a spelling/pricing mistake, get told to c...
    Phil Edmondson almost 7 years ago in New/Amend Invoice 0 Idea Accepted - Gauging Support