Archive for October, 2017


Excel is everyone’s favourite for working with data. So for most users they want to get data from Sage 200 into Excel. Despite there already being a number of ways to achieve this, I think Sage 200c final brings an easy, quick and useable option.

Send To Excel is a new feature within Sage 200c which allows you to send data into Excel from a report, in a useable format for Excel.

It adds the raw data from the report to Excel and inserts it as a table so you can begin working with the data straight away by sorting and filtering each column. The format of the data also means you can quickly begin to work with it using Pivot tables and charts etc.

This means there is no reformatting, no deleting of duplicated fields and no un-merging of cells. All of which can be experienced with the Export to .csv and/or .xls option.

Also this functionality has no hidden/extra Sage 200 Services costs which come with the Excel Reporting (although as an aside Sage 200c does introduce some new ‘Free’ Excel reports).

So, how does Send to Excel Work?

Simply generate your report to Preview (NB. This is currently only available using the Preview Output Mode, not using the Spooler Preview).

There is now a new Send to Excel button.

Send to Excel button

Once the button is selected Excel is instantly executed and the data will be presented in the format below:

Send to Excel report

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It has been roughly three months now since the release of Sage 200c. As we are beginning to roll this out for new and existing sites, I looking closely at the new features, how they work and user opinions.

There were a number of new features based on user requests for improved functionality and also bringing in features familiar to Sage 50 users. The first feature we will look at is the new functionality for adding Purchase Invoices, Rapid Purchase Entry.

No features around entering Purchase Invoices have been removed/replaced but Sage 200c introduces a Rapid Purchase Invoice entry screen. This is like the batch entry function within Sage 50 and brings a quicker way of entering multiple purchase invoices into Sage 200. Each invoice is entered on a separate line of a grid based form, and you can enter multiple invoices for different suppliers.

The screen is designed in such a way that it not only allows users to enter multiple invoices quickly (rather than saving after each one), but also to add information into the screen quickly too. This is helped by the grid format (rather than moving to different fields and sections) and Hot Keys which give users a quick way of doing things such as copying information from a cell above, deleting a line or calculating the Net value (if you only know the Gross).

Attached here is a step by step guide which you can download Sage 200c – Rapid Purchase Entry

It’s been a while! Lots to start posting about. We have had Sage 200c and there are lots of updates for add ons with changes to Credit Hound, the new Spindle Self Service Portal, Sicon Barcoding and Warehousing to name a few.

It’s busy, busy, busy at Smith Cooper System Partners but I am going to do my best to start posting again.

How are people getting on with Sage 200c?

My personal experience to date has been great and I love the installation as it is much quicker. The Send To Excel feature is a great addition too, saving the reformatting requirements of Export as CSV or Excel.