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Sage 200 UKI Ideas Portal

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Generate separate emailed statements for the same email account

When emailing statements, if two customers have the same email address, only one email is generated for the email account. It would be good to have an option to split them
Tim Critchley 4 months ago in Statements 0 Idea Accepted - Gauging Support

Statements to multiple addresses

More and more now, I'm finding that we are having requests for statements to be sent to multiple addresses. I can set up a reminder to do this manually but it would be wonderful if there was a setting for this.
Christine Sellick 9 months ago in Statements 2 Idea Accepted - Gauging Support

Customer Statements on Sales Ledger

It would be a good idea to have customer statements to print from the web portal and send it to the customers.
Sudheer Sudheer over 1 year ago in Statements 1 Idea Accepted - Gauging Support

Ability to WhatsApp Statements

To have functions other than email available to send documents from, specifically via Whatsapp.
Charlotte Edwards about 1 year ago in Statements 0 Idea Accepted - Gauging Support

Setting to allow the user to choose the statement production method

currently defaults to paper, would like choice of email
joanne scott almost 6 years ago in Statements 5 Idea Accepted - Gauging Support

Aged debtors figure when completing year end figures

I hide customers who have nil balances. However, when running aged debtors for year end, the figure only includes those customers that are current (not hidden). This alters the figure as far as I can see. Am I doing something wrong or is it that w...
Christine Sellick 11 months ago in Statements 4 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