Tag Archive: 2011

In the core Project Accounting module it is possible to create project Statuses and specify whether costs can be entered for a status.

When entering Timesheets in the standard system you are not able to select a project with a status that does not allow costs (as you would expect). However if entering timesheets via WTE, you are able to select a project even if it has a status that does not allow costs.

This was reported in 2011 SP5 originally, and is still not fixed within 2015.

Following on from my Early Settlement Discount post, Sage have now released the Service Packs for Sage 200 2011 and 2013 (NOT 2013 R2).

As suggested previously these only serve to be a temporary solution to the legislation change for Early Settlement Discounts and will still require you to process manual transactions in order to correct your VAT postings.

Here are the Sage documents released with the Service packs for more information about the required work around:

Sage 200 2011 Issues Fixed – Service Pack 7

Sage 200 2013 Issues Fixed (On Premise) – Service Pack 2

You will note the service packs can be installed straight away and there is a new parameter to enable the changes.


I think you will agree the work around isn’t the simplest and, particularly if you process a lot of Early Settlement Discounts, you really need to arrange an upgrade to the New 2015 version once it is released, as this will have full functional ability to deal with the legislation change.

The Service Pack for 2013 R2 is due to be released on Friday 06th March 2015. Functionally this will be the same as the changes to 2011 and 2013.

Remember, if you are on any version below 2011, you have no option but to upgrade as NO service packs are to be released.

On 01 April 2015, the legislation when raising or receiving a VAT invoice including early settlement discount will change. The change affects you as a supplier who offers early settlement, and/or as a customer who receives early settlement discount, where an invoice is issued.

For the current legislation, up to 31 March 2015, suppliers who offer early settlement discounts are permitted to account for and include the VAT due on the discounted price on their invoice, even if the full price (i.e. the undiscounted amount) is what is eventually paid. Customers who are offered an early settlement discount are only able to recover the VAT stated on the invoice even if they do not pay within the settlement days permitted.

From the 01 April 2015, suppliers must account for VAT on the amount they actually receive and customers may recover the amount of VAT that is actually paid to the supplier. Because of these changes Sage are releasing updates for Sage 200 however you must be aware how this impacts your version of Sage 200.

Sage 200 2015 will be fully compliant with the new legislation when it is released (end of February). It will also make it easier to process in accordance with the new guidelines. It includes two elements – compliance and usability. Sage therefore recommend that all Sage 200 sites which are affected by this legislation change upgrade their software to Sage 200 2015 as soon as possible.

Some older versions of Sage 200 will have a Service Pack released to assist with the changes however this relates strictly to the point of compliance only. Sites which have installed the relevant update will be able to continue printing compliant invoices.

Sage and indeed my recommendation for Sage 200 2011, 2013 and 2013 R2 sites is to upgrade to Sage 200 2015 as these versions will be less efficient and more prone to human error. That is unless the site has a very limited number of accounts where Early Settlement Discount is effective.

There will be no updates made available for Sage 200 2009 or Sage 200 2010. All sites on one of these versions, that are affected by Early Settlement Discount, should upgrade their software to reduce the amount of manual changes.

An update has been released for Sage 200 Report Designer (Update 1.4.2013.27). This is to resolve the following known issue:

Issue 5454 – PCs running Sage 200 2011 cannot view reports spooled on the machine that has received the Sage 50 Payroll auto-update

Sage 200 users that also have Sage 50 Payroll installed, on their client machine, found problems with Sage 200 reports after installing Payroll Update 4 (v19.02).

This was because the Report Designer is updated to a higher version being run than the Report Designer used by Sage 200-only users. Reports modified or spooled (in Sage 200) by the Sage 50 Payroll users cannot be used by the Sage 200 users.

To overcome this Sage have released a standalone Report Designer update which can be installed on machines running Sage 200 2011 Service Pack 5. This update aligns the Report Designer to the same version as the Payroll users.

NB. This is the same version of Report Designer that comes as standard with Sage 200 2013 On Premise.

This update should be installed to all Sage 200 machines (not just those using Sage Payroll). Please be aware that a re-boot is also required once completed.

Service pack 5 for Sage 200​ 2011 has today been released.

This is the last “planned” service pack release for Sage 200 2011, although hotfixes will continue to be released as required. The next main release for Sage 200 will be Sage 200 2013, which will be for both Cloud and On Premise versions.

Service Pack 5 rolls up all fixes included in previous service packs.

With the release of Service Pack 5, Sage 200 2011 will now become compatible with Windows 8 operating system (32 & 64 bit Pro and Enterprise editions).

The list of issues fixed in Service Pack 5 is below:

Service Pack 5 Issues Fixed for Sage 200 2011

Sage recently released their Sage Payroll RTI (Real Time Information) this allows for the reform being introduced by HMRC which will require regular submissions rather than the current Year End submission. Every business will need to move to this format by October 2013.

Please be aware that the software is not currently compatible (or Supported) with Sage 200. Sites that have installed this software on to a machine running Sage 200 have identified a conflict with Sage 200 Report Designer.

By default invoices generated in SOP will post to the ledgers with the exchange rate entered against the Sales Order. This can be inaccurate, particularly if there is a long period of time between entering the Sales Order and producing the Sales Invoice. I have come accross a few of sites where they have not known it is in fact possible to to change the exchange rate at the point of printing an invoice. (This facility is available form v2010).

To be able to use an exchange rate at the point of producing the Sales Invoice, there are two settings to consider:

In Accounting System Manager > System Settings

On the Operational Settings tab there are two tick boxes within the Invoices and Credit Notes section.

  • Use exchange rates when printing invoices and credit notes – Selecting this will mean that SOP Invoices will use the exchange rate set within the Currencies and Exchange Rates table when being generated. An additional tab is displayed on the SOP Print Invoices screen. NB. Single and Period exchange rate settings will be applicable.
  • Edit exchange rates when printing invoices and credit notes – This is only available if the above setting is enabled. If this is also enabled, users are able to amend the exchange rate at the point of generating the invoice. NB. Amendability settings will be applicable.

SOP Print Invoices (Exchange Rates Tab)

Go to Sales Order Processing > Document Printing > Print Invoices

Select the Exchange Rates tab. This tab is only visible if the above setting ‘Use exchange rates when printing invoices and credit notes’ has been enabled.

To edit the exchange rate, the above setting ‘Edit exchange rates when printing invoices and credit notes’ needs to be enabled.

Period Exchange Rates

If the customer uses period exchange rates, the period exchange rate relevant to the entered invoice date is displayed.

If no period exchange rate has been set up for the entered invoice date, the invoice uses the exchange rate set in the most recent period. If no period exchange rates have been set up, the exchange rate is automatically set to 1.0000 (NB. There are screen prompts advising this)

Single Exchange Rates

If the customer uses a single exchange rate, the exchange rate set in the exchange rate table is used.

Amendable Exchange Rates

If the exchange rate is Amendable, you can edit the exchange rate on this tab before printing the invoice.

If the customer uses a single exchange rate, you can save the new rate to the exchange rate table when you print the invoice. If the customer uses a period exchange rate, the new rate is only applied to the invoices printed.

Considerations to be aware of:

  • If your SOP module is set to update stock at the point of despatch you should be aware that the Sales values on the stock transaction will not be updated with the invoice exchange rate. NB. this relates to Sales values and NOT Cost of Sales values.
  • If Intrastat reporting is used for Sales, then this will always use the exchange rate from the Sales Order.

An issue has been found within the Estimating module for Sage 200 2011 SP3.

The issue occurs when a user amends an estimate by adding a new stage or amending an existing stage on the estimate. If this is done, some stages will then have duplications of Stock items that were already added.

A hotfix has now been released.

An issue has been found within both SOP and POP, where by an exception error is given when a user tries to amend an order that contains multiple lines and the user has re-sorted the lines by the ‘Complete’ column.

A hotfix has been released. This is only relevent to Sage 200 SP3.