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Sage 200 UKI Ideas Portal

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Nominal Transaction Screen - Filtered Balance as well as Current Balance

When filtering by Date/Period on the Nominal Transaction Screen, it would be useful to see the total of that period as well as the year to date figure. Sage 50 allowed gave you the option to download to Excel from this screen so you could add them...
Jocelyn Milne over 2 years ago in Transaction Analysis 2 Idea Accepted - Gauging Support

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

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

Nominal Ledger Transaction Analysis Codes - 20 Transaction Analysis Codes

Currently there is only 1 transaction analysis code in the nominal transactions, this is too restrictive, customers have multiple dimensions that they need to record
Saeed Malik over 8 years ago in Transaction Analysis 0 Idea Accepted - Gauging Support