Category: Office 365


This week saw the release of the Spring Enhancements edition for Sage 200.

Sage 200c has now become Sage 200cloud. Previously the C stood for connected but for whatever reason Sage 200cloud is now the name (until the next name change!). This is still an “On Premise” / Locally installed solution.

Anyway, down to real business and what new features are there included?

Hide and Restrict Nominal Accounts

There is now the ability to hide a Nominal Account. This prevents it from being visible within Nominal Selection drop downs.

Against Amend Nominal Account you can simply select the Active Status.

The system does not check if there is a balance or recent transactions. Anything waiting to be posted will still be updated and any balances are still accounted for within the P & L or Balance Sheet.

The Hide function is enabled by a new Nominal Ledger Setting “Restrict account selection to existing and active accounts”

If this setting is enabled (and I love this!) then only Nominal Account Combinations which exist can be specified against a transaction. Previously it has been possible to code a transaction to an account which does not exist. But this will prevent that from happening.

Hide Bank Accounts

It is also possible to Amend Bank Account Details and set an active status.

Hide Combined Budgets

You may wish to hide a combined nominal budget if it is no longer being used or maybe you have created a new budget which isnt ready to be used yet.

This removes the budget from lookup lists used for entering purchase requisitions, and helps prevent the budget being selected by mistake

Auto Refresh List Views

The automatic refresh functionality applies to Commercial List Views only (currently):

  • Sales Order Processing
  • Purchase Order Processing
  • Stock
  • Invoicing
  • Price Book

There is an Auto Refresh tick box at the top of the list view which must be selected to get the lists to refresh automatically.

Create Pro Forma for Prospect

It has been possible for a long time to be able to enter a Quote for a Prospect account. This is now possible for Pro Forma Invoices using the same Prospect account.

This works similarly to the Quote, and when converting a Pro Forma you can either select a Customer or Create a New Customer using the details entered against the Pro Forma.

Convert Quote to Pro Forma

There is a new option within Quotations which allows a Quotation to be converted to a Pro Forma Invoice. Once the Pro Forma is generated it is used in the same way as before and can be converted to a Sales Order.

GDPR

No software, and Sage 200 included, will make you GDPR compliant. Sage 200 now has 3 new reports to help you review your data to make a decision about whether you need to be holding data.

GDPR Contact Check report is within ASM > System Utilities > General Data Protection Regulation. This allows you to search for a contact across multiple Modules.

There are reports in Sales and Purchase Ledgers to identify customers and suppliers that have not been traded with for a period of time.

Sales Ledger > Reports > Account Analysis > Customers With No Transactions From.

Purchase Ledger > Reports > Account Analysis > Suppliers With No Transactions From.

 

 

 

 

 

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As part of the Sage 200c release last summer, Sage announced their intention to release more regular feature updates, rather than Annual releases followed by multiple service packs.

Following up the successful summer release, which saw the much requested features such as an Invoicing Module and Hiding Customer/Supplier accounts, this week saw the release of the Sage 200c Winter 2017 Enhancement.

This release introduces the meaning of ‘c’ in Sage 200c and that is Connected (not cloud!!!)

There are further enhancements to the Sage Bank Feeds function, with the introduction of ‘Rules’. So if there are common transactions which are not picked up until the point of bank reconciliation you can set rules so the Bank feeds will post these automatically, instead of you having to manually identify and enter them.

There are further improvements to Office 365 integration, with Sage contact. This is in the form of an App/plugin for Office 365 which allows users to view key account information from within Outlook. This includes Balance, Credit Limit, recent transactions, memo’s. My personal opinion is “the jury’s out” on this one. It sounds great, but in reality I am not sure how much it will be used. Possibly the key is how much further Sage take it for future phases of development.

Document storage functionality has been introduced to effectively allow the automated archive of a document, as a .PDF, to a specified location at the point of it being Printed or Emailed. The storage location can be a designated place on the server or, further connecting to Office 365, One Drive. The negative for this is that Sage haven’t made it available to ALL layout types. In particular, it isn’t available for Remittance Advices (which I would have hoped for as there is no re-print option for these).

Budget functionality has seen more enhancements, following on from the summer release. You are now able to specify an Original budget and a Revised budget.

Checks are available within POP Authorisation to ensure the budget is not breached without permission. Validation reports are available if an authoriser decides not to authorise (although the standard ones will need some tweaking to add more detail such as the Item details).

There are a number of fixes as part of this release, these are detailed on the Sage website, follow the link below.

Sage 200c – Fixed Issues