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Sage 200 UKI Ideas Portal

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Allow fields to be searchable in list view even if columns are hidden

In Sage 50, information you could access drilling down into an order could be searchable whether its in a showing column or not. For example, you could search part of an address and it would bring up the orders containing this. Info referenced by ...
Ella Browell 6 months ago in List / List 2 Idea Accepted - Gauging Support

Allow filters to be set up the same way as custom report manager

There is a function to set a filter on a list view as public or private but it would be really beneficial to be able to tick per user if they have access to it or if it's hidden. We rely heavily on filters across modules and often they are relevan...
Ella Browell 6 months ago in List / List 1 Idea Accepted - Gauging Support

Improve Excel VAT Transactions Report

The current VAT Transactions report (Excel) records the VAT on Sales Invoices as a positive amount, rather than as a negative amount and Sales Credits as negatives instead of positives so that the cumulative total differs from the VAT return. Can ...
David Waller almost 2 years ago in Excel Reporting 4 Idea Accepted - Gauging Support

Non-base currency supplier or customer

Can we see both the foreign and base currency values of Suppliers and Customers displayed on the Supplier and Customer lists
Ronan Cosgrove over 1 year ago in List / List 0 Idea Accepted - Gauging Support

Purchase Order List & Purchase Order List (With Projects) - Remaining Balance and or Invoiced/Credited Amount

Users would like to see in this screen the Total Net Value Remaining and/or Total Invoiced/Credit Net Amount. Or at least some indication that a PO has an invoice on it. You cannot run the invoice/credit report for every PO
Guest over 2 years ago in List 1 Idea Accepted - Gauging Support

Add narrative column to excel report Supplier Transactions

I would find the Supplier Transactions report, which can be found in the excel reports, much more useful if a column showing the narrative was included. When processing invoices we leave the default narrative, which includes the supplier code and ...
Guest over 2 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

Excel Reporting - Revenue and Cost report: flip sign on budgets

A client is using the Excel Revenue and Cost report to extract budgets and actuals from Sage 200 for reporting. The actual values are signed flipped, so that the revenue credits are displayed as positives and the cost debits as negatives. Budgets,...
Gregor Imrie over 4 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

Add Excel Pivot on Invoicecredit and Invoice Credit Line

Useful to bolster existing trading reports e.g. if stock updated by despatch date then such trading information is unavailable.
Owen Orr 6 months ago in Excel Reporting 1 Further Information Required

Sage 200 web users able to drill down into budget line details

We have rolled out "My Budget Overview" access to our managers for keeping more up to date view on budget spend than monthly management accounts allow. However it would be useful if the figures in actual/committed POs/etc columns were able to be d...
Jo Clarkson over 6 years ago in Excel Reporting / Roles 0 Idea Accepted - Gauging Support

Export / Import Excel Financial Statements

To have the ability to export and import your Excel financial statement layouts like you can with the main ones. Seems mad that you can't already.
David Shearer over 1 year ago in Excel Reporting 0 Idea Accepted - Gauging Support