Welcome to the Sage 200 Support Group on Community Hub! Available 24/7, the forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros.
We're currently seeking insights on a variety of feature requests that could help streamline your business operations and save you time.
You can see all of the latest candidates here , the ideas now include information on how to get involved.
We look…
Exciting news! introducing our new Sage 200 ideas portal
Sage 200 Ideas now has a new home. Search for ideas to register your vote, log new ones and look around to see what other customers have logged. You can also comment and provide more details…
We sometimes find that people have created duplicate projects, perhaps due to different spelling or wording. A search showing items which have similar content or are similarly spelt (even if only as a new project is created) would help to avoid that,…
I work on lots of different projects each day and presently have to keep a spreadsheet to translate project titles into Sage project codes because these aren't shown on our company timesheet entry screen. Having the project titles shown as well would…
Currently no way to set a default bin that goods are received too; it defaults to the first Bin created in the Stock Record with no way to change the bin it receives too. Adding a new flag for 'Default Receiving Bin' would allow the customer's to set…
Suggestion to allow the ability to report on Features that have been linked to individual or their User Roles. At present there is limited clarity in reviewing the features applied for each role/user. The ability to create a report that could be exported…
Have tried multiple ways to find out what components are needed for BOM and have spoken to our support.
i.e I have a component that is mainly used on BOM but I cannot find out how many I need to fulfill these orders. I can find ones that are allocated…
Hi,
This function is very poor on Sage 200, my Sage 50 was way better by checking duplications. Can this function match Sage 50 standard please? This has to work regardless of the way of recording invoices/credit notes (either via automated function…
In Nominal Ledger > Deferred Waiting Postings List > the main screen has the Debit and Credit columns correct to accounting practice IE Debit on the left and Credit on the right.
However, when you double click into any of the transactions and view in…
Creating an alert pop up for Stock Items and PL would be a brilliant addition - For example - Purchase Ledger and Stock Item scenarios.
1) Supplier will be changing bank details on a certain day.
2) Supplier has not had their licence, must chase by…
We would like to enable online authorisation of non-order invoices at budget holder level. This would eliminate the need for physical signatures and speed up our processing.
It would be a good idea to allow Filters on the List View to be copied and then allow you to amend. We have a site that has a lot of filters that are very similar and it would be useful to allow them to be able to copy the filter and then adjust it and…
It would be really useful to do a batch deposits by selecting individual invoices rather than customers. For example, where we have a group of customers that all pay via one payment and send a remittance that lists the individual invoice numbers that…
In the same manner that sometimes an order is placed on the incorrect customer code and we can use 'Copy Order' to change to a different customer, sometimes an incorrect item code is used. We list our items individually to capture additional data in the…
Would be good if you could import sales orders and then generate into invoices.
We use a CRM and generate invoices into Sage manually as they have a product code and I know you can import customer transactions but there isn't a field for the product…
I have been informed that logged issue no 8176 was resolved as cleared because the marketing team have requested the change to prevent the Home Page setting from working the first time a user logs into Sage each day. It use to work on our old version…
Hi there,
it would be great to develop the User Roles a bit more (Settings - Organisational & Financial - User Access), and have the ability to create your own. Although Sage has set up some default ones to use, none of them match the roles that I…
Hi,
We are a Sage Platinum Developer Partner and have made several requests for Sage For Education's API to allow 3rd party software to automatically match and close of purchase orders via the API. Even though several changes were introduced in the…
Change the references to 'Ideas Hub' in the 200 product to 'Sage City' or rename Sage city back - ideas hub is by far a more common sense name for what it is after all. Even the training delivered this week has Sage staff calling it the ideas hub sti…
The invoicing module does not allow entry of analysis codes nor shows who created the invoice. This is available as it is stored on the corresponding sales order entry created & hidden from users so can this be exposed to allow both amendment of analysis…
Our client is using the Bank Feeds functionality, but is frustrated that when using Foreign Currency accounts the 'Save and Create Rule' functionality is not available.
Can Bank Feeds Functionality be replicated across all Account types please?
The rapid screen is very useful, especially when inputting a number of invoices for a single supplier but at the moment there is no option to include a VAT description. This means either the invoice or the VAT126 has to be manually amended later. An additional…
In Sage 200 you can copy an account and amend the details after. Within CRM you cannot do this.
Customer would like the ability to take a current account, copy it and amend fields. Then this will be linked to Sage 200.
We purchase the same items from different suppliers. It would be great if we could add more than one supplier against these stock items so that when the item is O/S with one supplier, we can choose the next cheapest supplier on the list to maintain inventory…