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Sage 200 Evolution ZA Ideas Portal

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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...
over 1 year ago in  0

Access permissions - Sales Order - Allow to Reprint Documents: Have separate options to reprint each document type (Picking Slip, Delivery Note, Invoice, Quotation, Till Slip, Deposit Slip)

We allow some users to reprint document in order to perform their duties. "Allow to Reprint Documents" gives access to reprint all the document types (Picking Slip, Delivery Note, Invoice, Quotation, Till Slip, Deposit Slip). Users are allowed to ...
6 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 ...
about 1 year ago in  0

SAGE 200 EVOLUTION INVALID ALLOCATIONS ON CUSTOMER AND SUPPLIERS

We need a quick reaction on the invalid allocations on foreign customers and suppliers; this issue causes an imbalance between trial balance and age analysis.
9 months ago in  1

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...
over 1 year 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...
12 months ago in  0

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
about 1 year 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
over 1 year ago in  0

Limit Functionality required in inventory defaults

Pastel did not have the functionality that I was looking for. I was looking to set up limits in inventory defaults so that employees do not grv items at excessive prices by mistake. This happened to us and our inventory count was overstated. We ha...
about 2 months ago in  0

To be able to block or disable transaction types that are no longer in use.

To be able to block or disable transaction types that are no longer in use. We have created new transaction types and sometimes the incorrect tansaction types are used in error.
almost 2 years ago in  0