Skip to Main Content
Sage 200 UKI Ideas Portal

Please note the following Sage 200 Ideas Portal Guidelines apply to the use of this portal.

ADD A NEW IDEA

Clear

Ideas

Showing 4

Restricting access to Sales accounts for specific users

The ability to assign specific sales accounts to SOPs and Salesmen would give us better control of our data and streamline the data for both those roles so they only see the accounts relevant to them
Yasmin Davies about 2 years ago in User Permissions 1 Idea Accepted - Gauging Support

Amend Order Status/Sop User Permissions off hold button to be greyed out:

If a user has not got permission in sop user permissions to override an order on entry when its on hold then they shouldnt be able to override at any other various stages. We require the flexibility to either have the on hold, off hold and cancel ...
Guest over 10 years ago in User Permissions 0 Idea Accepted - Gauging Support

Phased Financial Reports - Month by Month

Our customers would like to be able to run the Financial Reports - Balance Sheet and Profit and Loss etc. showing all the months across the page - driven by the date entered. They would also like a comparison to those month for the prior year.
Guest over 7 years ago in Balance Sheet 2 Idea Accepted - Gauging Support

Balance Sheet Report (MTD-YTD-Budgets)

Balance Sheet Report including budgets in standard reports.
Guest over 10 years ago in Balance Sheet 0 Idea Accepted - Gauging Support