The latest version of Sage 200 is here, Sage 200c

Propel your business to then next level with Sage 200c – the latest version of Sage 200 which includes some great new features.

Sage 200c is built on direct customer feedback – customers tell us that simplifying business processes is key, and that improving the user experience to help them become more productive on a daily basis is what really matters to them.

With automated bank feeds and Excel reporting for nominal transactions and financial management reports included. Also with new web purchase requisition and access to all reports online and on mobile, your customers have all the key information at their fingertips. For more information, take a look at the enclosed Sage 200 Road Map.

Sage is also moving to more regular releases, so your customers don’t have to wait a whole year to benefit from even more new features.

A range of sales and marketing resources to give you the knowledge to maximise this sales opportunity, complement any sales pitch and help you close that deal. *Additional assets will be added in due course.

Sage 200 Roadmap

View the timeline to see the improvements already brought to you

Delivered –

August 2017

Sage Bank Feeds – Our Sage Bank Feeds give customers access to high quality, accurate, timely, statement data direct from the banks which seamlessly integrates with any Sage Accounting product saving valuable time and reducing errors. (Sage 200c Standard & Professional)

Sales, Marketing & Service – free text item lines – Customers using Sales, Marketing and Service now have the ability to enter free text item lines. (Sage 200c Professional)

HMRC new gateway – Enabling customers to make online submissions via Sage 200 using the replacement service for HMRC Gateway. The new HMRC Gateway is available from August 2017 ahead of the current Gateway being retired in February 2018. (Sage 200c Professional)

Hiding sales/purchase accounts – Don’t waste time wading through Sales and Purchase ledger accounts that are no longer used! This feature allows you to more effectively report and analyse data without having to include trader accounts that you no longer trade with. (Sage 200c Professional)

Invoicing – New standalone invoicing module to enable customers to raise invoices without having to go through a Sales Order process first. (Sage 200c Professional)

Improved error corrections – You can now make corrections to customer and supplier transactions from a single screen. Correcting and reversing transactions has been combined into a single option on the menu. (Sage 200c Professional)

Web based purchase requisition – Efficient, accurate purchase requisition entry via a supported browser, regardless of location. You can raise a request for a stock item or a free text item and route it through for approval which once approved is processed through to a Purchase Order. (Sage 200c Professional)

Rapid Invoice Entry – Want a new, faster way to enter your supplier invoices? You can now enter these on a single screen using a grid entry form. We’ve also added function keys so invoice entry can be totally driven from the keyboard for even faster data entry. (Sage 200c Professional)

Enhanced Sales Order status – Get better analysis with the extended status of sales orders – you can report the exact status of the sales order to cover allocations, dispatches and invoiced status. (Sage 200c Professional)

Nominal analysis – We’ve added new analysis codes to allow you to customise to suit your needs. You now have the ability to store analysis codes on each nominal record to allow greater depth of analysis. (Sage 200c Professional)

Click Once Install – Install and upgrade your software quicker with click once install. Once your server has been updated your client PCs will benefit from quick and simple one click installation. (Sage 200c Professional)

May 2017 

Rapid Invoice Entry – Want a new, faster way to enter your supplier invoices?   You can now enter these on a single screen using a grid entry form. We’ve also added function keys so invoice entry can be totally driven from the keyboard for even faster data entry. (Sage 200c Standard)

Sales Order Progress – You can now track the progress of orders in the Sales Order List with additional sales order status. (Sage 200c Standard)

April 2017 

Improved error corrections – You can now make corrections to customer and supplier transactions from a single screen. Correcting and reversing transactions has been combined into a single option on the menu. (Sage 200c Standard)

Enhancement to purchase requisitions – Create purchase orders from authorised requisitions via a web user so you can create and authorise on the go. (Sage 200c Standard)

February 2017

Improved budget reporting – View your budgets in real time and track budgets for the whole organisation. (Sage 200c Standard)

Direct debits and standing orders due report – Helping you with your committed costs this report shows the outstanding value of sales orders and direct debits. (Sage 200c Standard)

January 2017

Hiding sales/purchase accounts – Don’t waste time wading through Sales and Purchase ledger accounts that are no longer used! This feature allows you to more effectively report and analyse data without having to include trader accounts that you no longer trade with. (Sage 200c Standard)

Web based purchase requisition – Efficient, accurate purchase requisition entry via a supported browser, regardless of location. You can raise a request for a stock item or a free text item and route it through for approval which once approved is processed through to a Purchase Order. (Sage 200c Standard)

November 2016

Invoicing – New standalone invoicing module to enable customers to raise invoices without having to go through a Sales Order process first. (Sage 200c Standard)

Nominal analysis – We’ve added new analysis codes to allow you to customise to suit your needs. You now have the ability to store analysis codes on each nominal record to allow greater depth of analysis. (Sage 200c Standard)

June 2016

Support for academies – Sage 200 for Education extends the feature set of Sage 200c Standard to provide functionality to meet the needs of academies: SOFA reporting, Purchase requisition, Enhanced budget, management & workflow, Enhanced VAT reporting & Nominal consolidation at academy trust level. (Sage 200 for Education)

May 2016

Automatic Bank Feeds – A secure service that you can use to bring your live bank account data directly into Sage 200. This saves you time entering transactions, eliminates errors and simplifies your bank reconciliation, saving you valuable time. (Sage 200c Standard, Extra & Extra Online)

Say hello to payments – Make all of your domestic and international supplier payments directly from within your software in just a few clicks. You no longer need to re-type payments into online banking or export and import files. Just click, send, authorise and pay. Sage Integrated payments enables payments to 25 different countries in 11 different currencies straight from Sage 200. (Sage 200c Standard, Extra & Extra Online)

Get paid twice as fast – With Sage Pay Invoice Payments it’s easier for customers to pay you, so you get paid faster. You can add Pay Now buttons to invoices and statements so customers can pay you online, and accept card payments over the phone. It all integrates seamlessly with Sage 200. (Sage 200c Standard, Extra & Extra Online)

Sales, Marketing & Service for Sage 200 – Delivers a simple and effective sync of data between Sage 200 and CRM. Robust and fast the sync enables the sharing of key back office data and reduces the amount of potential conflicts in data. Allows independent upgrades of Sage 200 and Sage CRM and enables integration between CRM 7.3 and Sage 200 v2011 upwards. (Sage 200c Professional)

API – A new API delivers greater flexibility for development and integration to Sage 200. (Sage 200 Standard & Extra)

New bank reconciliation – The new bank reconciliation screen gives you a split screen view so you can confirm the reconciled selection quickly. Information is presented clearly so you can quickly and easily complete your reconciliation. (Sage 200c Standard, Extra & Extra Online)

Fast new returns process – Create a return from an order or copy an order on return – it’s easy. You can also now override negative stock when raising a sales order via rapid order entry. (Sage 200c Standard, Extra & Extra Online)

Stock analysis codes – We’ve added new analysis codes to allow you to customise to suit your needs. Stock records now include 20 Analysis Codes. (Sage 200c Standard, Extra & Extra Online)

Reporting enhancements – Following customer feedback we’ve introduced Commitment reporting to allow you to raise a purchase order and report on the committed cost before the order has been received or invoiced. We’ve also introduced Report category budget grouping so you can hold a budget against a reporting category. (Sage 200c Standard, Extra & Extra Online)

Time limited pricing – Greater control over which Stock items are added to each Price Band so you save valuable time. (Sage 200c Standard, Extra & Extra Online)

Web based sales order entry – Efficient, accurate sales order entry in real time via a supported browser, regardless of location. (Sage 200c Standard, Extra & Extra Online)

All the benefits of Sage CRM – Maintaining our Sage 200 CRM integration so you benefit from all the functionality of the latest version of CRM. (Sage 200c Professional)

March 2016

Support for maintained schools – Sage 200 for Education extends the feature set of Sage 200c Standard to provide functionality to meet the needs of maintained schools including: Commitment reporting, Management reporting packs based on Income and Expenditure, Education specific chart of accounts, CFR (consistent financial reporting), Budget owners and reporting, VAT 126 reporting & Fund management. (Sage 200 for Education)

May 2015

New easy to use interface – New fresh and modern look with improved navigation enabling greater efficiency and speed. Choose how you get to the areas of the product that you use the most through a choice of homepages – favourites, frequently accessed (per day) or getting started. All this with start-up times which are three times faster so you will be faster day to day. (Sage 200c Standard, Extra & Extra Online)

Powerful deep search capabilities – Powerful deep search capabilities allow you to quickly and easy discover areas of the product within seconds. The search not only searches the menu but also the content of forms and workspaces. (Sage 200c Standard, Extra & Extra Online)

Colour coded companies – We’ve listened to your feedback and introduced the ability to colour code each company so you will never enter data into the wrong company again. (Sage 200c Standard, Extra & Extra Online)

New improved lists – New improved desktop lists are more performant than ever, are upgrade safe so you don’t lose your filters, come with a free text search, new totals row and the ability to add analysis codes. You now have the ability to customise lists as well as switch to a scroll view. (Sage 200c Standard, Extra & Extra Online)

Summary dashboards – Web based dashboards that can be accessed regardless of location provide at a glance visibility of the key KPIs of your business. Dynamic graphics enable quick and easy interpretation of your data covering sales, purchases, sales orders and financial summary. (Sage 200c Standard, Extra & Extra Online)

New improved workspaces – Role based workspaces bring all the data that you need (including external data sources) into a single, actionable screen so you can perform your tasks in one place. Workspaces are more performant than ever and can be accessed remotely via any supported browser regardless of location. (Sage 200c Standard, Extra & Extra Online)

Corrections made easy – You can now easily correct user errors on nominal postings and nominal journals. (Sage 200c Standard, Extra & Extra Online)

Work in progress on projects – Work in progress within Project Accounting ensures that the true profitability of a project is always reflected by aligning the costs and revenues postings in the Profit and Loss. (Sage 200c Professional)

Excel Reporting for Sage 200 – Quickly extract the data that you want and filter, format, pivot and run deeper analysis whilst retaining the familiar layouts of Sage 200 reports. With no setup required and full utilisation of Sage 200 report layouts Sage 200 Excel reports allows you to report on data and perform more detailed analysis using the familiar format with Excel. (Sage 200c Standard, Extra & Extra Online)

Simple fixed assets register – You can now effectively record assets and manage depreciation within Sage 200. (Sage 200c Standard, Extra & Extra Online)

All the benefits of Sage CRM v7.3 – Maintaining our Sage 200 CRM integration so you benefit from all the functionality of the latest version of CRM including: business accelerators for sales – dashboards, charts & reports, alerts and notifications are packaged together to drive greater sales performance. (Sage 200c Professional)

Improvements coming in Autumn 2017

Launching soon –

Invoicing – New standalone invoicing module to enable customers to raise invoices without having to go through a Sales Order process first. (Sage 200 Extra Online)

Nominal analysis – We’ve added new analysis codes to allow you to customise to suit your needs. You now have the ability to store analysis codes on each nominal record to allow greater depth of analysis. (Sage 200 Extra Online)

Web based purchase requisition – Efficient, accurate purchase requisition entry via a supported browser, regardless of location. You can raise a request for a stock item or a free text item and route it through for approval which once approved is processed through to a Purchase Order. (Sage 200 Extra Online)

Hiding sales/purchase accounts – Don’t waste time wading through Sales and Purchase ledger accounts that are no longer used! This feature allows you to more effectively report and analyse data without having to include trader accounts that you no longer trade with. (Sage 200 Extra Online)

Enhanced SOP status – Get better analysis with the extended status of sales orders – you can report the exact state of the sales order to cover Allocations, Dispatches and Invoiced status. (Sage 200 Extra Online)

Fast effective data entry – Rapid data entry for multiple lines in a grid format for purchase invoices so you can be faster day to day. (Sage 200 Extra Online)

Check budgets – Check budgets allows you to check for any existing commitments when raising a purchase order. (Sage for Education & 200c Standard & 200c Professional)

Budget history – Allows you to record more than one budget. (Sage for Education & 200c Standard & 200c Professional)

Take a look at the exciting new stuff that existing customers are voting on

The future –

Microsoft Office integration – Microsoft Outlook – View key customer and vendor details in Outlook. View the information you need to make decisions and answer queries without the need to leave Outlook e.g. outstanding balance, recent transactions, credit limit etc., all within the familiar environment of Outlook. (Sage 200c Standard & Professional)

Microsoft Office integration – Microsoft OneDrive – Automatic document storage enabling easy access to retrieve documents from anywhere. (Sage 200c Standard & Professional)

Hide nominal accounts – Hide the nominal accounts that you no longer use. (Sage 200c Standard & Professional)

Quotations & pro-formas – Converting a quotation to a pro-forma. (Sage 200c Standard & Professional)

Automatically refresh lists – Remove the need to manually refresh desktop lists. (Sage 200c Standard & Professional)

Order historical sale order items – Ability to re-order based on items from a previous sales order. (Sage 200c Standard & Professional)

Sales order – Suggested items – Ability to have a set of suggested items for re-order based on frequently ordered items or suggested items for cross sell. (Sage 200c Standard & Professional)

Microsoft Office integration – Microsoft Outlook – Integrate Sage Contact which enables you to view key customer and vendor details in Outlook with Sage 200. View the information you need to make decisions and answer queries without the need to leave Outlook e.g. outstanding balance, recent transactions, credit limit etc., all within the familiar environment of Outlook. (Sage 200c Standard & Professional)

CRM connector – custom Sage 200 fields – We are investigating how we can enhance the quotes and order functionality within Sales, Marketing & Service. We are looking at the ability to use form popping to bring up the Sage 200 Quote / Order screen when using Opportunities within CRM. (i.e. rather than at a Company level). This will allow an association between the quotes and orders and the sales enquiry. (Sage 200c Professional)

CRM connector – form popping – We are investigating how we can enhance the quotes and order functionality within Sales, Marketing & Service. We are looking at the ability the ability to allow custom Sage 200 fields to be surfaced via CRM out of the box, for example, surface Sage 200 analysis fields within CRM. (Sage 200c Professional)

CRM connector – dynamic groups – We are investigating how we can enhance the quotes and order functionality within Sales, Marketing & Service. We are looking at the ability to enhance finance groups from static to dynamic. For example, to allow searching for customer accounts that are on hold etc. (Sage 200c Professional)

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