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Sage 200 Evolution ZA Ideas Portal

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Maintain captured date on unprocessed documents upon re opening for verification or processing..

Dates in saved invoice in Sage 200 default to session date when the invoice is opened for editing/verification/process Invoicing process for follow the steps below 1. First user enter and save all invoices for the previous day.2. Second user reche...
about 1 year ago in  0

Import data into VCD contracts & change start and end dates separately

For large Volume Contract Discounts, having to add data manually is very time consuming. Furthermore, when updating dates it should be possible to adjust the end date separately from the start date. Leaving the start date as entered is useful for ...
7 months ago in  0

Combined Mailing of Invoices & Statements or Multiple Invoices

It saves a lot of time if you can send a client a statement and automatically include all outstanding invoices at the same time and being able to mail multiple invoices at the same time to a client. We have multiple services and items we invoice t...
7 months ago in  0

User will be able to send emails out of evolution in correspondence with new web-based architecture outlook.

No Local COM Object (Outlook.Application) Classic Outlook had a COM object (Outlook.Application) that allowed external programs (e.g., VBA, PowerShell, or C#) to create and manipulate Outlook instances programmatically. The new Outlook is based on...
4 months ago in  0

To be able to add images on email signature configured on Evolution.

Client would like to be able to add images on the signatures configured on Evolution so that a logo can be sent out on the mail as a signature.
about 1 year ago in  0 Will not implement

specify/assign preferred/frequently ordered inventory items to a customer that then pulls through as top suggestions in the item drop down menu when generating sales orders

As an admin, I want to be able to specify/assign preferred/frequently ordered inventory items to a customer that then pulls through as top suggestions in the item drop down menu when generating sales orders because when generating a large number o...
4 months ago in  0

Forecast values on reports

Be able to see upload forecast data as a report option or report design layout in general ledger reports
4 months ago in  0

Add Section 18A Receipts

All of our finance reports will be withing one finance programme For PBO & NPO companies like us Add as part of the GL or AR or create another category that will be exclusively for Section 18A receipts
7 months ago in  0

To be able to hide on-hold customers in lookups

Currently the client can only untick checkbox "Print On Hold Customers" but the on hold customers still show in the lookup. Describe how you see users benefiting from this feature. Users will benefit with saving time as they will not see on hold c...
12 months ago in  0

Sage 200 Evolution to allow supporting documents to be attached on documents, same as Sage Intacct.

This is useful as users would like to be able to view attachments on documents. Users will benefit as supporting documents saved as attachments will be found on the same place. This will work similar to Sage Intacct when users are processing docum...
12 months ago in  0 Will not implement