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Sage 200 UKI Ideas Portal

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Excel Add On to refresh reports on to a tab within Excel (formulas set up for analysis)

It would be great to be able to install an Excel add on that allows you to refresh a report within Excel, rather than refreshing within Sage 200 and exporting the report again. SAP by design has this feature and we could add formulas to the left h...
Jenny Jose 11 days ago in Excel Reporting 1 Idea Accepted - Gauging Support

Improve Excel VAT Transactions Report

The current VAT Transactions report (Excel) records the VAT on Sales Invoices as a positive amount, rather than as a negative amount and Sales Credits as negatives instead of positives so that the cumulative total differs from the VAT return. Can ...
David Waller about 2 years ago in Excel Reporting 4 Idea Accepted - Gauging Support

Add Attachments tab to web client

The Sage web client does not have an attachments tab to allow web users to add attachments to customers
Tim Critchley over 1 year ago in Web screens 0 Idea Accepted - Gauging Support

Add narrative column to excel report Supplier Transactions

I would find the Supplier Transactions report, which can be found in the excel reports, much more useful if a column showing the narrative was included. When processing invoices we leave the default narrative, which includes the supplier code and ...
Guest almost 3 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

Goods Receipt Capability in Workspace / Web

As an extension to the Purchase Requisitions Requests / Approvals, would it be possible to add in a Goods Receipt capability against PO's
Darren Tolley over 2 years ago in GRN / Web screens 0 Idea Accepted - Gauging Support

Excel Reporting - Revenue and Cost report: flip sign on budgets

A client is using the Excel Revenue and Cost report to extract budgets and actuals from Sage 200 for reporting. The actual values are signed flipped, so that the revenue credits are displayed as positives and the cost debits as negatives. Budgets,...
Gregor Imrie over 4 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

Sage 200 web users able to drill down into budget line details

We have rolled out "My Budget Overview" access to our managers for keeping more up to date view on budget spend than monthly management accounts allow. However it would be useful if the figures in actual/committed POs/etc columns were able to be d...
Jo Clarkson over 6 years ago in Excel Reporting / Roles 0 Idea Accepted - Gauging Support

Export / Import Excel Financial Statements

To have the ability to export and import your Excel financial statement layouts like you can with the main ones. Seems mad that you can't already.
David Shearer almost 2 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

Add Excel Pivot on Invoicecredit and Invoice Credit Line

Useful to bolster existing trading reports e.g. if stock updated by despatch date then such trading information is unavailable.
Owen Orr 8 months ago in Excel Reporting 1 Further Information Required

Add the new Nominal Analysis Codes to all related Reports, Workspaces, BI and Excel Reporting

Please add the ability to report on the new Nominal Analysis codes in Sage 200C to all related reports, Workspaces, Excel workbooks and BI. It would be useful to analyse Nominal transactions and Accounts by these new codes. I have a few customers ...
Guest over 8 years ago in Business Intelligence / Excel Reporting / Workspaces 0 Idea Accepted - Gauging Support