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Sage 200 UKI Ideas Portal

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

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Create Alert when Customer has exceeded their credit limit

Create an email alert when a customer has exceeded their credit limit. Email could be issued to an appointed user within the company, or multiple users.
Kate Hutchinson almost 7 years ago in Notifications 0 Idea Accepted - Gauging Support

Pop-Up Messages to show Credit Review Dates for Customers

It is possible to add Credit Review dates on Sales Ledger Accounts under the Credit tab. Although it is possible to add these datesagainst the accounts, you have to go into each individual account to check the dates entered. This information does ...
Guest over 9 years ago in Notifications 0 Idea Accepted - Gauging Support

Swap between companies in Workspaces

As a Multi Academy Trust we have many members of staff in senior positions working across each of our academies. As the academies are set up as separate databases our users are having to log in to each database to check for items to authorise, the...
Guest over 8 years ago in Switch Companies 0 Idea Accepted - Gauging Support