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Sage 200 UKI Ideas Portal

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Ensure Full Compatibility of Sage 200 with New Outlook Before 2029

With Microsoft Outlook Classic support ending in 2029, Sage 200 needs to ensure full compatibility with the New Outlook application. This includes maintaining existing integrations, such as email functionality and the use of Report Designer, so th...
Pete Pete about 1 year ago in Email / Emailing 0 Idea Accepted - Gauging Support

Narrative/More info when information filters through from Billing to the customer ledger

As well as invoice number, date and value, a brief detail of the invoice would be helpful in the customer ledger 'Transaction Enquiry' then 'export to excel' would be a lot easier.
Melanie Burgess 6 months ago in Project Accounting / Transaction Enquiry 0 Idea Accepted - Gauging Support

Committed cost in Project Accounting is misleading

This is similar to the idea or bug submitted with number S200UK-I-2651 but I didn't initially notice this issue also affected the costs too, not only the revenue side of things, so I thought I should add it as a separate issue. Project Accounting ...
John Wilkins 12 months ago in Project Accounting 0 Idea Accepted - Gauging Support

Allow expressions to determine email attachments

I have spent ages merging the format of 3 company invoices into a master layout The site now have a need to include T&C as an email attachment but the attachments are fixed file, no ability to select attachment A or B depending on some expression
Andrew Dunn 12 months ago in Emailing 0 Idea Accepted - Gauging Support

Allow the message body in email settings to be amended with Fields from a Customer account

I think it would be useful to be able to populate parts of the message body in email settings in report designer with customer fields such as contact name, order number on invoices, but also on other options such as purchase orders etc.
Guest over 6 years ago in Emailing 0 Idea Accepted - Gauging Support

Add the Sage 50 Projects module to Sage 200 Standard

When customers want to upgrade from Sage 50 to Sage 200 Standard but use Projects in Sage 50, they lose this functionality and its difficult to recreate it using analysis codes. Many Sage 50 customers just want Sage 50 in a cloud format so ensurin...
Natalie Natalie over 1 year ago in Project Accounting 3 Idea Accepted - Gauging Support

Project List in Project Accounting showing potential revenue for quotation which is Lost eg misleading

We sometimes link both quotes and sales orders to projects where appropriate. When we first used Sage 200 & Project Accounting, it was not possible to mark a sales quotation as Lost. This feature has been added in a later Sage 200 release whic...
John Wilkins over 1 year ago in Project Accounting 1 Idea Accepted - Gauging Support

Incorrect information in Nominal ledger in relation to project accounting revenue posting

I've noticed that when we issued a sales invoice from SOP, that there is an inconsistency with the data in the nominal ledger which is a major concern. We issued our sales invoice 4666 in relation to project 575. The sales invoice had two lines on...
John Wilkins about 2 years ago in Project Accounting 1 Not an idea

Labour rates in project accounting should have start and end dates

Our financial year runs October to September. Yet we give pay rises in January each year as it takes a while to wrap-up year-end, work on the budget etc. In project accounting there is only one labour cost rate available in the "Hierarchy". For ex...
John Wilkins almost 2 years ago in Project Accounting 0 Idea Accepted - Gauging Support

Add outlook signature when emailing documents from Sage

Currently if you print a document form sage and select to email any signature on the outlook account is ignored . It would be a good idea if when creating the signature could be pulled through onto the email automatically.
Guest almost 10 years ago in Emailing 0 Idea Accepted - Gauging Support