Sage 200 UKI Ideas Portal

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    Amend date on receipts/payments without having to unallocate first

    It could be done on Sage 50 so i am unsure as to why now you have to unallocate the payment/receipt to change the date to them reallocate.
    Courtney Sharman 6 months ago in Payment / Payment/Receipt 1 Idea Accepted - Gauging Support

    When entering a SL customer receipt / payment, option to toggle on/off account hold status

    We use account status "on hold" for past due SL accounts. When the customers pays, we enter the receipt and a pop up reminds us the account is on hold and asks if we wish to continue. Then we complete the receipt and have to go into amend account ...
    Stuart King over 1 year ago in Payment/Receipt / Payment/Receipt 2 Idea Accepted - Gauging Support

    Order Hold Reason

    Putting (Sales) orders on hold is a useful way (The only way?) of preventing orders being processed - a typical example is DX imports where users tend to check the option to put created orders on hold. We have another customer trying to implement ...
    Andrew Dunn 6 months ago in Amend Order Status 0 Idea Accepted - Gauging Support

    Allocation of payments

    On SAGE 50, you can press F3 to allocate a full payment but on SAGE 200 you have to triple click. The 'auto allocate' doesn't work when they pay invoices and miss a couple out in between. We sometimes have to allocate over 100 transactions to a pa...
    Hennessey, Megan over 1 year ago in Payment / Payment/Receipt 4 Idea Accepted - Gauging Support

    attachment with enter customer receipt

    It would be useful to add a remittance to a sales receipt on customers.
    Wendy Gardner over 1 year ago in Payment/Receipt 2 Idea Accepted - Gauging Support

    When entering a receipt payment in sales ledger have ability to enter comment on over-payments

    When customer over-pays an invoice the payment is receipted and the user goes to transaction enquiry to add memo line against the over-payment with reason i.e. inv 12345 paid twice - or under-payment i.e. VAT omitted from receipt
    Oldschool Oldschool almost 2 years ago in Payment/Receipt / Payment/Receipt 0 Idea Accepted - Gauging Support

    Credit Limit Check when changing sales order status

    Customer imports a lot of sales orders (via DX) - these are put on hold automatically When the user goes to amend order status and set the order Off Hold, they would like to see a credit limit warning, same as if they added a new order They have t...
    Andrew Dunn 10 months ago in Amend Order Status 0 Idea Accepted - Gauging Support

    Receipts/payments - Show open transactions before clicking Save & Allocate

    When entering a customer receipt or supplier payment, would it be possible show the customers/suppliers open transactions BEFORE you click on 'Save and Allocate'. This would enable you to check you have selected the correct account, and enable you...
    Elaine Newton 4 months ago in Payment / Payment/Receipt 0 Idea Accepted - Gauging Support

    EBanking for Customer Payments

    When processing Payments (Refunds) to customers, it would be great if you could then create an ebanking file to pull into the bank
    Lisa Castle over 1 year ago in Payment/Receipt 0 Idea Accepted - Gauging Support

    Default to not saving payment card details

    Currently when processing a card payment with order the default is to save the card details for future transactions, the default should be not to save the details unless permitted by the card holder. Trade customers generally say store the details...
    Robert Lewis 9 months ago in Opayo / Payment/Receipt 0 Idea Accepted - Gauging Support