Sage 200 - ZA

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.

Automatic Bank Reconciliation should match date, reference and amount while reconciling entries on cashbook against bank statement

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...

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...

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 ...

Client wants the ability to log out users that are idle on Evolution. Users sometimes do leaves their stations with Evolution still logged in. To prevent the scenario of another user / person processing any unauthorized entries on another users Ev...

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...

Users normally create a cash account for general clients that do not have a credit account. this means multiple invoices for different client can be processed under the "CASH" account. Each invoice is processed with a different TAX number.

This is usefull in calculating depreciation correctly on first month of purchase. For an example an asset purchased on 15/02/2025, the system must be able to calculate depreciation for 15days for the first period and not calculate depreciation fro...

The Debtors Manager module is a very useful tool for debtors follow up, but cannot be used when following up for foreign customers. The Debtors Manager module only retrieves values in home currency and cannot be used when doing debtors follow up f...