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Sage 200 Evolution ZA Ideas Portal

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Add a warehouse column with filter to the maintenance Inventory Items screen.

In the maintenance inventory items screen one can see all the codes and quantities of all items including SO & PO & MFP - however all warehouses are grouped together. If we can filter the warehouses, then we could at one glance see all the...
25 days ago in  1

Request to Implement Agent Login Tracking in Sage 200 Evolution

Currently, Sage 200 Evolution does not provide visibility into the last login date and time of agents (users). This limitation presents challenges in auditing, user activity monitoring, and license usage optimization. Proposed Enhancement: Introdu...
2 months ago in  0

Exchange rate need to be available in Cashbook import template

When the cashbook batch is exported to get the import template, there is not column for exchange rate as compared to the customer batches which has a column for exchange rate. I expect the cashbook import template to have similar columns as the cu...
3 months ago in  0

Bank manager to apply mapping rules at branch level in an online branch accounting environment

Currently mapping rules can only be applied to a single batch or all batches at database level. This is due to the rules not having a BranchID on the table. Having this would allow a rule to be applied to all batches within a branch. A statement d...
about 2 months ago in  0

Copy user settings such as Customize Grid Columns and Stationery Layouts

When copying an Agent, can we automatically copy the 'Customize Grid Columns' options, and the preferred stationery layouts?
4 months ago in  2

Approval process/workflow for posting journals

User need to have an approval process for Cashbook Journals/GL Journals/Stock Journals. For segregation of duties one user may be the one capturing movements, as supervisor/controller may then need to approve the journal entry, but the original us...
5 months ago in  0

Voucher Management Foreign currency

when creating a voucher type, we should be able to check it as a foreign currency voucher type. that way, the exchange rate tab will be available when transacting with that voucher type even when a local currency account has been chosen.
4 months ago in  0

Ability to link Project Codes to GL accounts/Account Types

Client would like to track project codes only on expenses or only on Revenue type accounts. Expenses are either captured in a Cashbook batch, General Journals or Supplier documents. When project codes are forced in any of these modules that means ...
8 months ago in  0

The Automatic Bank Reconciliation feature, located under Transaction, General Ledger, and Bank Reconciliation

Automatic Bank Reconciliation should match date, reference and amount while reconciling entries on cashbook against bank statement
4 months ago in  0

We need multiple warehouses per retail POS Till and not just the 1.

The setup at the moment is that there is only 1 shop, which has different Shelves/ Storage compartments. These shelves have been created as warehouses and the issue is that when you create a Retail POS Till, you can only select 1 warehouse for tha...
4 months ago in  0