Sage 200 UKI Ideas Portal

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    Invoices open to be amended up until they are Posted onto Sage.

    We need to be able to amend invoices if there is a small error - date/amount/vat code etc unfortunately once you print or save you cannot amend. It would be much better if you could amend prior to being Posted rather than having to credit and re-r...
    sean higgins 2 months ago in Post / Print 5 Idea Accepted - Gauging Support

    Posting Invoice from Invoicing populates reference and second reference as the Invoice Number

    Can the below be changed please? When you raise an order from SOP, process it all the way through, you have a Sales Ledger posting that has the reference and 2nd ref as the invoice number and order number. When you do the same on Invoicing, it was...
    Guest about 8 years ago in Post 2 Idea Accepted - Gauging Support

    Allow multiple processes to take place in the Provisioning portal

    Hi,I'd like to request the ability to have more than one ongoing process for a site in the Sage provisioning portal. As things stand if I initiate an on demand backup I then have to wait a good 30 minutes or more before I can initiate another for ...
    Stuart Mcalister over 2 years ago in Provisioning Portal 0 Idea Accepted - Gauging Support

    Restore backup from one Company into another in SEOS

    In SEOS its not possible to restore a backup from one Company e.g. the Live Company into another e.g. Year End Archive or Training without downloading a bacpac, importing it, running the online migration, creating a new bacpac, uploading it and th...
    Guest over 2 years ago in Backups 0 Idea Accepted - Gauging Support

    Sage BMS Online services - Assigning to sites feature - request to improve

    Hi, Sage recently introduced authorization features to Sage BMS Online services which now adds an extra safety step when users are assigning to sites but who are not marked as a Customer Administrator or Customer Operations Agent. This is a great ...
    Stuart Mcalister over 5 years ago in Assign Sites to Features 0 Idea Accepted - Gauging Support

    To have a field on invoice to populate 2nd ref

    I have had a few clients who wish to raise an invoice from the invoice list and record information at this point which will then post through to the 2nd reference field in the customer transaction enquiry screen. This could be using the Customer O...
    David Shearer over 3 years ago in Post 0 Idea Accepted - Gauging Support

    Change Company Name in Provisioning Portal for Archiving

    When you have a company that is wanting to archive and start again to be able to change the name to ARCHIVE to that the company select screen shows Archive. currently you have to copy backup, download and reupload creating new company name with AR...
    David Shearer almost 3 years ago in Ability To Change Company Name For Archiving 0 Idea Accepted - Gauging Support

    SEOS customer operations agent should be allowed to re-send notifications

    On www.sageerponlineservices.com a Customer Operations Agent can add new users. Adding a user that does not have a Sage ID will raise a notification. The customer operations agent should have the ability to re-send the notification
    Guest over 2 years ago in Provisioning Portal 0 Idea Accepted - Gauging Support

    When logging into the Sage 200 2015 online portal, users have to type in the username which is an email address. Some clients have a long company name hence this a problem. No option is available to remember the username or no provision to create a short

    No description provided
    Guest over 2 years ago in Provisioning Portal 0 Idea Accepted - Gauging Support

    For a more fluid way to add and assign a user for Sage 200 Standard Online

    When a user is setting up their users for Sage 200 Standard online, it is a lengthy process involving multiple screens. You first have to create a user in Sage BMS, the user quite rightly has to accept and create their user details. The Assign use...
    Guest over 8 years ago in User Assignment 0 Idea Accepted - Gauging Support