All ideas

Sometimes data arrives to the Sage data inputter in excel format. I know that currently you can import the batch from excel. But it would be so much more convenient to be able to copy/paste the columns from excel, rather than having to set up a te...

Client would like to control how much discount is given per a line or line item. The user does need access to change discount amount, however the discount percentage must be able to be controlled either per item per customer or a set value or valu...

Go to Voucher Management | Maintenance | Role Setup Click the add button, or edit an existing Role Notice there is no option for Edit Refer to the following query logged in JIRA that explains why it's so important to have an Edit role as well: Ref...

Currently, the Bank Reconciliation screen has a Save button and it works fine to ensure all reconciled transactions are reconciled. However, the suggestion is to add a 'Post Reconcile' or 'Process Reconciliation' button which is used to finally 'p...

As a Sage 200 Evolution user, I would like to be able to have the functionality to attach outstanding invoice docuements when emailing statements. Having this functionality would help brinf efficiency . If a statement has 10 unpaid invoices all ha...

Detailed expected outcome: The expected outcome would be to be able to restrict users from selecting these options and to only process the inventory count. Reason for request – what is the business process ? The reason for this request is to preve...

When the RFQ goes to the 'generate RFQ stage' it must give the user the incident reference number, REQ number, and the item code/s, via e-mail Describe the shortfall of the current feature to meet the objective outline above: When it goes to 'Gene...

There is no approval workflow for creating/editing new suppliers and customers. Therefore, consider implementing a workflow approval facility to be used when creating/updating master data for suppliers and customers This is needed to improve contr...

Short Description: Add fuction to input variance reasons when reviewing stock count variances Expected Outcome : Add fuction to input variance reasons when reviewing stock count variances, The variances should also pull through to the stock count ...

Good Day, This issue is present in all modules where the line note is available such as, Sales Order Invoice, Inventory Invoice, Job Costing Invoice, Purchase Ordering and so on. Basically when the user uses both monitors and raises the line note ...