Sage 200 UKI Ideas Portal

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    'Email All' Customers or Suppliers

    A button to be able to email all customers or suppliers, based on the contact role type. This would be useful when emailing at the end of the month for statement reminders, or when sending out a mass notification.
    Tayla Adams 27 days ago in Account / Account 0 Idea Accepted - Gauging Support

    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

    Add Role > Use With Documents > Select existing role to determine default contact

    When adding customer and supplier roles (in ASM) and selecting Use With Document, the new role will be added to the Default contact for the account It would be better if the new role could be added to the Preferred contact of an existing role (if ...
    Andrew Dunn 24 days ago in Account / Account 0 Idea Accepted - Gauging Support

    Customer Hold Tracking in Sage 200

    When a customer is put on hold create a record of the date and release date to be able to report on. This will be helpful when debt chasing with the customer and reporting on their patterns of payments such as benefits would include; Improve visib...
    Tracy Roberts 5 months ago in Account 7 Idea Accepted - Gauging Support

    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

    Allow default nominal code but variable cost centre

    Often a cost type is the same so the nominal code is consistent but the cost centre varies according to the supplier / customer.
    Rachel Bartholomew 4 months ago in Account / Account 1 Idea Accepted - Gauging Support

    Assign Bank accounts to Customers/Suppliers

    We have 5 currency accounts and it is too easy to post receipts or payments to the incorrect bank account when posting within the customer/supplier account - as the bank account always defaults to our sterling account. Incorrect postings to bank a...
    Cathy Pennycook over 1 year ago in Account / Account 1 Idea Accepted - Gauging Support

    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

    Amend Account - Return to Company tab after Save

    Small issue - if the end user amends an account (S/L or P/L) and then clicks Save, the UI stays on the same tab (e.g. memos) - this confuses the user as they do not realise that they no longer have an account selected I checked amending N/L and CA...
    Andrew Dunn 27 days ago in Account / Account 0 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