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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 about 1 year ago in Email / Emailing 0 Idea Accepted - Gauging Support

Sage report criteria dropdown selections are too slow

When running various reports in Sage such as the 'Receipts and Despatches' report, criteria selections can be very slow to load, for example if you select criteria 'Order/Return Number:' Is and click the drop down, it takes 7 seconds on a small da...
Tim Critchley 8 months ago in Criteria 2 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 about 1 year ago in Emailing 0 Idea Accepted - Gauging Support

Allow none-standard fonts when exporting documents into .pdf

Exporting to PDF from report designer does not embed fonts within the PDF, as the library Sage 200 uses does not support none-standard fonts. None-standard fonts are accessible in Report Designer and are rendered correctly in preview windows but w...
Jamie Wilde about 1 year ago in Report Designer 2 Idea Accepted - Gauging Support

Save and print button on create quotation screen

When creating quotation's in sage it would be ideal to have a save and print button.
Craig Ingram 11 months ago in New/Amend Quote 5 Already Exists

Quotations - Allow to amend/edit a line without having to delete and add a new line at the bottom and having to move it up to be in the same place

We have quotes for clients that are in a order so it might be say Plot 1, Plot 2 etc with the relavant product under that heading. The customer then changes the length or colour and you can't edit that line. You have to delete and then re-add a li...
Roy Hughes over 1 year ago in New/Amend Order / New/Amend Quote 5 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 over 6 years ago in Emailing 0 Idea Accepted - Gauging Support

Unable to see stock levels when creating a quotation

When creating a quote there is no easy way to see if the items are in stock and can be supplied immediately unlike when a full sales order created. Often we are asked for a quotation, which can be accepted the same day and only then do we find out...
Robert Lewis 9 months ago in New/Amend Quote 0 Idea Accepted - Gauging Support

Allow Quotation revision functionality

Currently each quote is created as a unique entry, a customer may request a change, but the original quotation is still valid, can a revision sequence be created so that all details for the project remain under 1 quote.
Rebecca Knight about 2 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support

Report Designer - Special Expressions whose value can be amended

From presentation purposes, I need the ability to set / unset a flag - Expression values cannot be changed Ideally have e.g. 10 boolean flags such that in any section we could set the flag to True or False and use the same flag as a filter for sec...
Andrew Dunn 10 months ago in Report Designer 0 Idea Accepted - Gauging Support