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Sage 200 UKI Ideas Portal

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Restrict access to specific nominal codes and bank accounts

We are a 4 school multi-academy trust with 7 people all processing transactions. We are finding that transactions are frequently being posted to the wrong account on the cash book screen. The schools are only meant to process transactions to their...
Guest over 7 years ago in Bank/Nominal - Allow Access To Specific Codes 0 Idea Accepted - Gauging Support

Restricting access to Sales accounts for specific users

The ability to assign specific sales accounts to SOPs and Salesmen would give us better control of our data and streamline the data for both those roles so they only see the accounts relevant to them
Yasmin Davies about 2 years ago in User Permissions 1 Idea Accepted - Gauging Support

Authorised nominal accounts

Add nominal accounts each user is allowed to see on the user settings to reduce mis-postings and confusion.
Guest about 10 years ago in Bank/Nominal - Allow Access To Specific Codes 0 Idea Accepted - Gauging Support

Amend Order Status/Sop User Permissions off hold button to be greyed out:

If a user has not got permission in sop user permissions to override an order on entry when its on hold then they shouldnt be able to override at any other various stages. We require the flexibility to either have the on hold, off hold and cancel ...
Guest over 10 years ago in User Permissions 0 Idea Accepted - Gauging Support