Payment/Receipt | Sage 200 UKI Ideas Portal

When entering a SL customer receipt / payment, option to toggle on/off account hold status

We use account status "on hold" for past due SL accounts. When the customers pays, we enter the receipt and a pop up reminds us the account is on hold and asks if we wish to continue. Then we complete the receipt and have to go into amend account ...

Created 10 Jul 08:28am by Stuart King

Payment/Receipt / Payment/Receipt

2 Idea Accepted - Gauging Support

17 Vote

When entering a receipt payment in sales ledger have ability to enter comment on over-payments

When customer over-pays an invoice the payment is receipted and the user goes to transaction enquiry to add memo line against the over-payment with reason i.e. inv 12345 paid twice - or under-payment i.e. VAT omitted from receipt

Created 9 May 12:09pm by Oldschool Oldschool

Payment/Receipt / Payment/Receipt

0 Idea Accepted - Gauging Support

23 Vote

When entering Sales Receipts, allow the amount to be calculated from selection of Transactions, rather than entering Value first

Currently in Sage 200 you enter in the Sales Receipt value, and then select the transactions that this relates to. Sage 50 users are used to doing this in reverse, in that they select the invoices/credits that are included on the customer remittan...

Created 20 Nov 10:44am by Alison Alison

Payment/Receipt

0 Idea Accepted - Gauging Support

31 Vote

Who Uses Cheques?

Cheques are hardly used any more. Payments are usually BACS, online or by transfer. Cheque Number should perhaps be updated in each module to Payment Reference.

Created 4 May 12:00am by David Low

Payment/Receipt

1 Idea Accepted - Gauging Support

8 Vote

Option to protect Creditors & Debtors control accounts from direct bank postings

Nominal codes for Creditors & Debtors control accounts are available in bank payments and receipts. Supplier and Customer payments and receipts should be sufficient.

Created 16 Apr 02:16pm by David Low

Payment/Receipt

3 Idea Accepted - Gauging Support

25 Vote

Cash Book attachments

There is no facility to add attachments to Bank Postings - this would be useful as we would then be able to be able to have a complete audit trail of what makes up the posting and would make audit easier

Created 14 Oct 12:00am by Guest

Payment/Receipt

0 Review in progress

4 Vote

Expand Cashbook trans. type or use a dropdown function (Y/N) for 1st Reference field and if Y, creating a fix reference in the dropdown

When receiving customer payments or paying suppliers, the methods in how this take place is limited and should be record as such. The following types can take place, CASH, DD (direct debit), SO (stop Order), C/Card (Credit card), BACS, Transfer, C...

Created 22 Feb 11:47am by Marek Tonderys

Payment/Receipt

0 Idea Accepted - Gauging Support

6 Vote

Bank Receipt - F6 function to copy line from above

On Sage 50, we used to be able to use the F6 function to copy the description from the previous line when processing a bank receipt. This was a time-saving feature which would be useful in Sage 200.

Created 1 Oct 12:00am by Guest

Payment/Receipt

0 Idea Accepted - Gauging Support

4 Vote

Allow the facility to include bank charges to receipts into sterling account from foreign accounts.

Currently you are able to post bank charges as part of the receipt on foreign currency bank accounts. Why is this not possible on sterling accounts when monies have been received from overseas.

Created 15 Aug 12:00am by Guest

Payment/Receipt

0 Idea Accepted - Gauging Support

8 Vote

Clone or Template Receipt

It would save me a huge amount of time if I could clone a receipt or create a receipt template. As a school we receive weekly income for several different departments/nominals and it is time consuming to select all the codes each time we input the...

Created 19 Apr 12:00am by Guest

Payment/Receipt

0 Idea Accepted - Gauging Support

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When entering a SL customer receipt / payment, option to toggle on/off account hold status

When entering a receipt payment in sales ledger have ability to enter comment on over-payments

When entering Sales Receipts, allow the amount to be calculated from selection of Transactions, rather than entering Value first

Who Uses Cheques?

Option to protect Creditors & Debtors control accounts from direct bank postings

Cash Book attachments

Expand Cashbook trans. type or use a dropdown function (Y/N) for 1st Reference field and if Y, creating a fix reference in the dropdown

Bank Receipt - F6 function to copy line from above

Allow the facility to include bank charges to receipts into sterling account from foreign accounts.

Clone or Template Receipt