Sage 200 UKI Ideas Portal

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    Change date on posted invoice, journal and bank transaction

    Is it possible to change the date of an invoice after it has been printed and posted in Sage 200 Professional, also change the wrong date on a bank transaction instead of having to do a payment/receipt to correct, and also change date on journals....
    Janine Holloway 10 months ago in Corrections / Corrections / New/Amend Invoice / New/Amend Order / Payment/Receipt 0 Idea Accepted - Gauging Support

    Drag and Drop Line Items

    On Large PO's or SO's it sometimes take a long time to have to press the up and down buttons on each line when you are organising them a certain way. It's not a problem if you are manually creating the paperwork but for an example we use MRP for P...
    Ben Payne about 1 month ago in New/Amend Order / New/Amend Order 4 Already Exists

    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 ...
    Stuart King over 1 year ago in Payment/Receipt / Payment/Receipt 2 Idea Accepted - Gauging Support

    A flag or warning if an invoice is generated with a zero value line

    Our Customer Service Team will sometimes add a line to a sales order and forget to put a unit price. When it comes to despatching/invoicing, the Finance Team can perform allocation through to emailing the invoice, without needing to open or view t...
    Tom Allsop 5 months ago in New/Amend Order 1 Idea Accepted - Gauging Support

    Amend customer Order number on sales invoice

    An increasing number of customers are unable to supply a PO at the time of order. We are continually having invoices rejected by automated systems due to the PO not being quoted. We are having to reprint invoices to manually add customer PO number...
    Oldschool Oldschool almost 2 years ago in New/Amend Order 3 Idea Accepted - Gauging Support

    Check if a customer PO is a duplicated before proceeding with a SO

    We have had numerous customer orders processed and invoiced where the PO is actually a duplicate. This is due to to customers sending orders to various emails and them being processed by different people. As there is currently no check the PO numb...
    Julie McDermaid 5 months ago in Generate orders / New/Amend Order / New/Amend Order 0 Idea Accepted - Gauging Support

    Similar to being on hold, is there a way that triggers if a customer is on proforma

    We dont want to ship goods before payment has been received with certain customers. There is currently no way of the team knowing if a customer needs a pro-forma before the sales order is raised. Is it possible to raise a warning similar to being ...
    Daniel Pearce 5 months ago in New/Amend Order 3 Further Information Required

    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.
    David Low almost 3 years ago in Payment/Receipt 1 Idea Accepted - Gauging Support

    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...
    Alison Alison about 2 years ago in Payment/Receipt 0 Idea Accepted - Gauging Support

    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
    Oldschool Oldschool almost 2 years ago in Payment/Receipt / Payment/Receipt 0 Idea Accepted - Gauging Support