Add Workspace Designer to Sage 200 Standard and Education versions
It would be helpful if Sage 200 Standard had the same Workspace Designer tool as Sage 200 Professional, or failing that a tool like the Custom Report Manager to allow for users to import additional Workspaces.
Graham Sean
over 3 years ago
in Workspace Designer
0
Idea Accepted - Gauging Support
Sage Connect - Consistency over the columns/ data available in the invoice/ payments sections
differences in the fields available within the invoice vs payment screens, below is what's currently available invoice columns Invoice number, customer name, messaging, related, type, payment status, issued date, due date, before tax, tax amount, ...
Jo Kirkup
12 months ago
in Sage Connect
0
Idea Accepted - Gauging Support
Sage Connect - Internal list of transactions should allow all transactions to be shown on a single list with filters for the type
the transactions will show invoices on one section and payments in another, customers may wish to view their entire history on one page. Allow the transaction type to be a filter like outstanding etc
Jo Kirkup
12 months ago
in Sage Connect
0
Idea Accepted - Gauging Support
Sage Connect - Change of wording on messages connected with specific transactions
When sending an enquiry from a customer back to the Sage 200 user, the message displayed as "New Message for BACS Adapt from Adapt for Pets Ltd". BACS Adapt was the transaction reference Believe the wording is unclear and should be either: New mes...
Jo Kirkup
12 months ago
in Sage Connect
0
Idea Accepted - Gauging Support
Sage Connect - Would like the ability to limit functionality at a user level, specifically the export to excel
feedback from our EA partner program, more specific user settings, e.g. export to excel to restrict the account if they shouldn't have the ability to do this. He can see non-finance people using it so thinks its important to allow businesses to co...
Jo Kirkup
12 months ago
in Sage Connect
0
Idea Accepted - Gauging Support
Sage Connect - ability to sync a company name change from Sage 200 into the app
Where a company has been set up with the incorrect name in the ERP data set, where it is changed allow the data that is synced with the change in to be consumed by Sage Connect.
Jo Kirkup
12 months ago
in Sage Connect
0
Idea Accepted - Gauging Support
In the web self service (where workspaces, POP Auth, Purchase Req, WTE can be accessed) there is a report option which shows a handful of reports. If you create a custom report, you are unable to add it to the list. The wish is to be able to add a...
Gary Butler
almost 6 years ago
in Workspace Designer
0
Idea Accepted - Gauging Support
I have a customer who requests some toggle-ability on some labels in the Summaries -Is there any way in the Sales Summary and Purchases Summary that the Customer Codes can show Customer Names instead ? It would be good if this could be toggled as ...
Gary Butler
about 4 years ago
in Workspace Designer
0
Idea Accepted - Gauging Support
Sage Connect - Automation is on by default on certain templates - this should be a customer selection
Perhaps it can be a step on the homepage to say a suggested piece to set up Risk would be that an automated email goes out before the customer is expecting it to
Jo Kirkup
12 months ago
in Sage Connect
0
Idea Accepted - Gauging Support
