Sage 200 UKI Ideas Portal

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    Messaging and Email Settings

    Microsoft and Google have announced changes to SMTP email authentication that will affect Sage software's email functionality. I cannot see there is no way to set this up to work now Microsoft and Google have retired Basic Auth.
    Mike Neville about 1 month ago in Microsoft Outlook 7 Idea Accepted - Gauging Support

    Sales Quotations amend type form pro forma

    by accident we occasionally amend a sales order to a pro forma - once done CANNOT RECONVERT TO A SALES ORDER
    Stuart Shephard 10 months ago in Convert Pro Forma 2 Idea Accepted - Gauging Support

    Add document originator feature from purchase orders to sales orders

    In purchase orders you have the option to set the document originator as someone else from a drop down list. This would be helpful to be a feature in sales orders as the person who takes the order isn't always who inputs it into the system. Curren...
    Bethany Houghton 9 months ago in Convert Pro Forma / New/Amend Order 0 Idea Accepted - Gauging Support

    Microsoft Integration - Post transactions from Outlook into Sage 200

    Enhance Sage Contact to allow a transaction to be posted from Outlook into Sage 200. For example, you receive a supplier invoice via email and can submit that as a transaction without leaving Outlook
    Guest over 7 years ago in Microsoft Outlook 0 Will not implement

    Pro-Forma Converted rather than completed

    In the list view currently, the document status for a converted pro-forma is completed. I think it would be really helpful to have the status as converted rather than completed.
    Guest about 4 years ago in Convert Pro Forma 0 Idea Accepted - Gauging Support

    Convert pro forma to order retains pro forma date

    When converting pro forma to order it doesn't use the proforma date, it uses todays date
    joanne scott about 7 years ago in Convert Pro Forma 0 Idea Accepted - Gauging Support

    Convert Proforma to Invoice

    Sage 200 has brought back the Invoicing module last available in the the Line 100 days. This is good functionality but there seems to be some missing options. When you raise a Proforma, you have the option to convert it to a Sales Order. A benefic...
    Guest about 8 years ago in Convert Pro Forma 0 Idea Accepted - Gauging Support

    .msg files to open in attach documents

    Where you can only attach an outlook file to a purchase ledger or sales ledger record it would be very helpful to be able to open these from Sage also. Like you can do with other windows documents like excel or even pdfs.
    Guest almost 7 years ago in Microsoft Outlook 0 Idea Accepted - Gauging Support

    Microsoft Office 365 integration with Outlook

    View key customer and vendor details in Outlook. View the information you need to make decisions and answer queries without the need to leave Outlook e.g. outstanding balance, recent transactions, credit limit etc., all withi
    Guest over 2 years ago in Microsoft Outlook 0 Idea Accepted - Gauging Support