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Sage 200 Evolution ZA Ideas Portal

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Sage 200 Evolution Images stored against Items to be used on Sales documents

At the moment to show an image against an Item - you need to create a UDF and then store the path to the image for this to reflect with the report designer against all Sales Documents in Sales Orders. Images are stored against the Images Tab withi...
10 months ago in  0

Allow financial statements to be generated as of a specific date, rather than at end of period

Current Process: Financial reports like the Trial Balance, Income Statement, and Balance Sheet are only available as of the end of a period (e.g., end of June or July). Business Need: Users may require financial reports for a specific date within ...
8 months ago in  0

Foreign Balance to be zero for Local Currency Customers and Suppliers

Foreign Balance on a no-foreign currency customer is misleading. Multicurrency Database Customer Maintenance Grid - Customize Grid column - Add Balance and Foreign Balance fields Customer users this screen along with the Age Analysis and Statement...
6 months ago in  0

Customer Statement Without Including Fully Allocated Credit Notes

Currently when printing Customer Statements by Date Range in Sage 200 Evolution, fully allocated credit notes are included on the statement, even though they have no outstanding balance. With customers who issue many invoices and credit notes dail...
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...
10 months ago in  0

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...
about 1 year 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 ...
about 1 year 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?
11 months ago in  2

Report Drill Down on Standard Balance Sheet reports

Much like the TB and IS Reports, User would also like to drill down on the BS report in order to perform recons on BS accounts
8 months ago in  0

Ability to reprint journal batches

Users generally process GL and Inventory journals, but in some instances forget to reprint or mistakenly click "No" to print but actually need to have a document printed especially for audit purposes. Without remembering the date, journal referenc...
about 1 year ago in  0