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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 27 days ago in Microsoft Outlook 7 Idea Accepted - Gauging Support

Year end Process - Profit & Loss Movement to Retained Profits

I'm struggling to understand why the journal transferring balances from the profit and loss nominal codes to retained profits isn’t shown during the year-end process. It would make complete sense to display this movement clearly. (The journal wipi...
Russell Russell 7 months ago in Year end 0 Idea Accepted - Gauging Support

Year End Progress Update

When running the Year End process it would be useful to have more information than Processing I've had two databases sit there in a state of limbo with this message for a considerable time over the last few days unable to tell if the process had c...
Guest over 4 years ago in Year end 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

Year End Account Maintenance - P&L transactions are archived, which relate to current Financial Year, but with transaction dates relating to the Previous Financial Year

Despite the warning that the Account Maintenance routine for P&L Transactions should be run immediately following a Year End routine, some customers are running this routine at a later date. Transactions have then been entered with transaction...
Eric Belshaw 7 months ago in Year end 0 Idea Accepted - Gauging Support

Remove Profit and Loss transactions to take notice of the period

A customer of mine has backdated transactions in Sage 200 prior to running the year end, they didn't want last years nominal updated but they wanted to update their Customer and Supplier balances. Backdating these transactions using 30/4/21 is fin...
Gary Butler over 4 years ago in Year end 0 Idea Accepted - Gauging Support

Make Year End Journals Double Entry

The year end routine posts a one sided journal to the retained profit account and adjusts the balances on the headers of the P&L accounts, but this means if you want to do any transaction based reporting spanning multiple years (lots of custom...
Vicky Poole about 8 years ago in Year end 0 Idea Accepted - Gauging Support

Nominal Removal of Previous Year Profit amp; Loss Transactions

Current option removes transactions based on Transaction date only. nbsp;In the scenario whereby the first period has been opened, transactions dated for the previous Financial year have been posted and Removal of previous year Profit amp; Loss ha...
Anthony Lester about 10 years ago in Year end 0 Idea Accepted - Gauging Support

Year End Remove Profit and Loss transactions

Ever since the option to Remove Profit and Loss transactions from the Year End screen was moved to the Account Maintenance screen it seems to be getting forgotten about by customers. Request to move it back the Year End screen
Andrew Siddles almost 9 years ago in Year end 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