Tag Archive: Bank Feeds


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

 

 

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Sage 200 Extra and Sage 200 Extra Online 2016 have now been released. If you are considering updating or want further information send your details to sagemarketing@smithcooper.co.uk

Whilst it is not, perhaps, as drastic an update as the 2015 version, which had a whole change to the UI amongst other features. The 2016 version has some game changing additions with new integrations for payments.

There are also some nice additions from the wish lists and a new connector which integrates Sage 200 to stand alone Sage CRM (not Sage 200 CRM).

Below are some details of what’s new!

Sage Integrated Payments (SIPS)

Integration with Sage Payments allows for an easier and secure way to pay suppliers.

A Sage Payments account is a virtual wallet (e-wallet) similar to PayPal. You can add funds to your Sage Payments account and then use this to make payments directly from Sage 200.

NB. A Sage Payments account is required

Bank Feeds

Sage 200 is now able to use the Yodlee bank feed. This gathers information from your bank, and downloads bank transaction details for display in Sage 200 so you can match them to transactions in Sage 200, or create new transactions.

When you confirm the transactions as matched they are flagged ready for your next bank reconciliation.

NB. Subscription to Bank feeds is required.

Sage Pay – Get Paid Faster

Sage 200 now includes the Sage Pay ‘Get Paid Faster’ functionality.

If you are using Sage Pay, you can use the ‘Pay Now’ button on your layouts such as invoices, statements and chase letters that you send as PDF files by email.

When your customer opens the PDF attachment they can click the ‘Pay Now’ button to make a payment straight away through Sage Pay.

Commitment reporting

Commitment reporting allows you report on purchase orders as a committed cost before the order has been received or invoiced.

This makes it easier to view actual costs and committed costs to establish committed spend.

Report Category budget grouping

It is now possible to hold a budget against a reporting category which offers much more flexibility in assigning and reporting on budget areas.

New Bank Reconciliation screen

A new bank reconciliation screen has been introduced with a split screen view separating matched and unmatched transactions. This brings the functionality in line with that of Sage 50 and presents the information in a clearer way.

Create Return from Order

The ability to create a Sales Return from an existing Sales Order has been eagerly awaited for many versions gone by. It’s finally happened!

You can select a Sales Order then select ‘New Return from order’ which will populate the Return details.

Within the Sales Return screen you can also select Copy Order and the Return screen will be populated with the return data based on the selected Sales Order.

It makes it much quicker to enter a return and removes the need to re-key information but be aware there is no link created, it just copies the information.

Predictive text in Rapid Order Entry

On the Rapid Order Entry, predictive text is now available to filter the selection list of available stock items as the item is typed.

Override Negative Stock option (Rapid Order Entry)

When raising a Sales Order via Rapid Order Entry, it is now possible allow the stock to go in to a negative allocation if the required quantity is not available.

The Product Group now has a flag ‘Can over allocate stock’.

Stock Analysis Codes

Stock records have been extended to include 20 Analysis Codes. Report Categories still exist, but the analysis codes allow for further analysis in line with SOP/POP/ It is also possible to import these when importing item records.

Support for Barcodes

Stock records have been extended to include a Barcode. These can be imported as part of the Stock Item Import.

Limited Price Bands

My particular favourite!

New Price Bands can be created as ‘Limited’, allowing the customer to select which Stock items they want to add to a Price Band, rather than all stock items being added.

Time Limited Price Lists

Price Bands can be created as Limited or Universal.

Limited Price Bands can be flagged as Active and/or have ‘From’ and ‘To’ dates assigned.

This is great for promotional pricing.

API

An API has been included to offer better flexibility for development and integration to Sage 200 Extra.

CRM

A New connector integrates Sage 200 with Sage CRM. This allows data to be input in ‘real time’ reducing the synchronisation requirements.

Importantly what this will also allow is for upgrades of 200 and CRM to be run separately. This should hopefully make the upgrade requirements easier and more affordable.

 

**As with all new releases compatibility has been removed with for older versions of related Operating systems and linked applications.

Most noticeably is the removal of Citrix Xenapp.

I will be striving for more posts about the 2016 version, released last week, but for now here is a video to give you a taster.

It’s not as big or as exciting as 2015, but there are some pleasing additions.