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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

Insert a Line within a Nominal Journal Template

When editing journal templates that contain many posting lines, it would be good to have the option to insert a line in a specified position, rather than having to tag it to the bottom of the list of postings.
Guest over 7 years ago in Journal Templates 0 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

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

Cancel Recurring Journals

The ability to cancel any future posts of a recurring journal, leaving those already posted but stop any future posts being made. this is useful if a journal is posted in error, or something changes with the original journal, which at present woul...
Guest almost 7 years ago in Journal Templates 0 Idea Accepted - Gauging Support

Copying or Importing Journal Templates

It would be beneficial to have the option to either copy or import Journal Templates
Debbie Hunt over 7 years ago in Journal Templates 0 Idea Accepted - Gauging Support

Move lines up/down on journal templates

At the moment you can only delete lines from the journal template, so if you have a template with multiple lines it can be quite time consuming to add a line in in the middle. Could functionality to move lines up or down possibly be added in? Than...
Imrie, William over 6 years ago in Journal Templates 0 Idea Accepted - Gauging Support

Journal Template Upload

It would be so beneficial to have capability for people to use a template in excel and upload journals in to Sage, rather than sitting within Sage and typing everything out in to the Journal. This would be beneficial especially at year end when ex...
Guest over 6 years ago in Journal Templates 1 Already Exists

Setting for COS postings in the invoicing module

If a post-dated invoice is raised and posted in the Invoicing module any COS postings will be created using the system date when the invoice is posted, rather than the invoice date. Could this be changed so that either the invoice date is used for...
Nat Evans over 7 years ago in Post 1 Idea Accepted - Gauging Support