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Sage 200 Evolution ZA Ideas Portal

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Sage 200 - ZA

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Supplier payments upload direclty into bank

A client has the need, that once the supplier payments have been captured that the file can be automatically updated into the bank without someone importing the file. This needs to be an automated process
about 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...
4 months ago in  0

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...
3 months ago in  3

Retail POS On Account Tender Credit Balance

The Retail POS should allow the On Account tender method for COD customers with a credit balance, but only to the value of the credit balance available. If the Retails POS sale value is greater than the credit balance, the remainder must be tender...
about 2 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...
4 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?
5 months ago in  2

Hide on hold sales reps from SO drop down menu

On-hold or inactive sales reps, especially reps that no longer work for the company, should have a setting that allows them to be hidden from the Sales Order Sales Rep drop down box. Only active sales reps should show.
about 1 month ago in  0

Retail POS - The ability to process a Quotation for an Onhold Account that requires Supervisor permision with out prompting for supervisor password.

Retail POS - The ability to process a Quotation for an Onhold Account that requires Supervisor permission with out prompting for supervisor password.
20 days ago in  0

Ability to log out idle users from Sage 200

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...
about 1 year ago in  0 Will not implement

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...
7 months ago in  0