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Sage 200 UKI Ideas Portal

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Ensure Full Compatibility of Sage 200 with New Outlook Before 2029

With Microsoft Outlook Classic support ending in 2029, Sage 200 needs to ensure full compatibility with the New Outlook application. This includes maintaining existing integrations, such as email functionality and the use of Report Designer, so th...
Pete Pete 12 months ago in Email / Emailing 0 Idea Accepted - Gauging Support

Allow expressions to determine email attachments

I have spent ages merging the format of 3 company invoices into a master layout The site now have a need to include T&C as an email attachment but the attachments are fixed file, no ability to select attachment A or B depending on some expression
Andrew Dunn 11 months ago in Emailing 0 Idea Accepted - Gauging Support

Allow the message body in email settings to be amended with Fields from a Customer account

I think it would be useful to be able to populate parts of the message body in email settings in report designer with customer fields such as contact name, order number on invoices, but also on other options such as purchase orders etc.
Guest about 6 years ago in Emailing 0 Idea Accepted - Gauging Support

Add outlook signature when emailing documents from Sage

Currently if you print a document form sage and select to email any signature on the outlook account is ignored . It would be a good idea if when creating the signature could be pulled through onto the email automatically.
Guest over 9 years ago in Emailing 0 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

Make report designer email attachments easier to view & update

In report designer you have a section for email settings. The first tab covers the to, from, subject & email body text whilst the second tab allows you to add files that are attached to report designer output that is emailed. Often during upgr...
Ian Makinson about 2 years ago in Emailing 0 Idea Accepted - Gauging Support

Ability to send invoices to multiple email addresses (Ten +) As in Sage 50

I have a customer that needs to email copies of its invoices to multiple email addresses from Sage 200 as they used to be able to do in Sage 50 - Is there any possibility this could be included in a future release ?
Guest over 6 years ago in Emailing 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

Report Designer Email Options - one email per invoice

Please add a selection box to theReport Designer Email Options settings, where we can choose between each invoice being sent on an individual email or the current option of multiple attachments on an email.
Guest about 2 years ago in Emailing 0 Idea Accepted - Gauging Support

Choose Output Mode to have default for Email:

So you have preview, printer, spool. To include a radio button for email where it links to the default mail provider for the client PC. Also handy if using Spindle because it means one less click of the button!
Guest almost 8 years ago in Emailing 0 Idea Accepted - Gauging Support