Sage 200 v2010 is scheduled to launch in June 2010.
Sage have listened to feedback from customers and focus groups and added
new features which support in the mid-market.
Key emerging trends in the mid-market are improved
integration and accessibility of information within a
business, providing one view of the customer, enabling
smarter and faster decisions.
Accessibility enables customers to connect to Sage 200 data outside of
the desktop by whichever method they desire. Sage 200 v2010 delivers new
features such as Sage 200 Mobile and e-mail authorisation for purchase
orders, which are the first steps on the journey towards a more
flexible, accessible Sage 200 Suite.
The v2010 release brings phase 2 of Sage's ongoing
Information Management strategy - making information
within the Suite more available to users in their
day-to-day roles. Phase 2 of this strategy sees the
introduction of the new Sage Report Designer, further
additional workspaces in the desktop and the new Sage
200 Mobile solution which utilises out of the box
workspaces that are rendered on a Blackberry device.
Sage continue to listen to customers and in the v2010
release Sage have implemented many wish list requests.
The Sage 200 v2010 launch helps to improve usability and
customer satisfaction with enhanced project accounting
performance, project filtering, improved installation
routines, CRM integration enhancements and the
implementation of top wish list items.
|
Feature
|
Explanation
|
Benefits
|
|
Purchase Order Authorisation Enhancements
|
Improvements have been made to the purchase order authorisation
area of Sage 200 with the ability to allow customers to
authorise by roles, individual or project manager; set different
levels and people who require their orders to be authorised; set
out of office replacements for authorisers, keep a log of
authorisation change. Sage have also introduced two new
workspaces.
|
A total overhaul of this area means the customer now has full
control over their authorisation processes, making the order
process more secure, with clear and concise rules allowing for a
flexible approach to meet customer’s requirements in this area.
The introduction of new workspaces make the visibility of orders
within the authorisation process far simpler and easier to use.
|
|
Remote Authorisation Alerts
|
Allows a user to receive e-mail alerts to notify them that they
have orders requiring authorisation |
Ensures that the purchase order authorisation workflow is not
held up by staff being outside of Sage 200 or even the office.
Enhances the user’s experience and improves usability in this
area of the software by providing mobile purchase order
authorisation.
|
|
EC Sales Lists – Legislation Changes
|
HMRC legislation changes to the submission of the EC Sales List
report took effect on the 1stJanuary 2010. These changes involve
a change to the frequency of the submission of the report from
quarterly to monthly, showing more detail for each invoice
instead of a summarised total and changes to the XML file
format. Changes implemented in v2009 service packs are now been
incorporated into this core release.
|
Ensures that our users can easily comply with the new
legislation changes with minimum impact to their business.
|
|
On Line VAT Return Submission
|
HMRC legislation changes dictate that from the 1stApril 2010,
all companies with a turnover of more than £100,000 will have to
submit their VAT returns electronically. This feature will
provide a link to the HMRC gateway, allowing users to
electronically submit and pay their VAT return online.
|
Ensures that users comply with legislation changes and makes it
quicker and easier for them to submit and pay their VAT return.
|
|
Receive Text & Service items With Stock
|
A change has been made to purchase orders so that that users can
now process goods received for all types of item in one screen.
|
Make it far easier and quicker for a user to process goods
received in one place. This also gives a consistent approach
across both sales and purchase order processing.
|
|
Exchange Rate at Invoice Print
|
When entering a sales order for a foreign currency customer on
Sage 200, an exchange rate is entered. The user can now make
changes to the rate should it have fluctuated between the order
and invoice dates.
|
This feature will save the user time as the rate can be changed
prior to printing the invoice instead of having to go into the
amend order screen as well.
|
|
Additional Charge Only Invoice & Credit Notes
|
Currently when an order is entered that contains an additional
charge item and no item lines it cannot be processed through to
an invoice. Changes to this feature ensure that it is now
possible to raise an order and an invoice for an additional
charge item only.
|
A user can now enter an order for an additional charge on its
own, meaning that errors of omitting these charges on an
original order or refunding an additional charge on a return and
subsequent credit note can now be carried out.
|
|
Stock Take Enhancements
|
Recent improvements to the stock take routine added more
flexibility and added functionality. In this release Sage allow
for stock taking by bin location and counts across different
warehouses at the same time further extending this
functionality.
|
Allows users to split the stock take count by bin location –
particularly useful for larger organisations or businesses where
stock is held across multiple bin or shelf locations. Multi user
stock count significantly reduces the time taken for stock
taking as businesses can now count in more than one warehouse at
the same time.
|
|
Retrospective Stock Valuation
|
This new feature will allow the report to be run
retrospectively, including late entries in order to reconcile
with the nominal ledger at a set date in time. |
This will make the reconciliation between the stock control
module and the nominal ledger easier and mean that processing at
month ends can continue in the knowledge that the reports can be
printed out later. |
|
Store Incomplete Bank Reconciliation
|
It is now possible to begin a bank reconciliation and save it
prior to finishing the process.
|
Takes the pressure off a user reconciling the bank
reconciliation as they can now save it and return to continue
later. Also reduces security risk as the screen/programme can be
closed, knowing that they can pick it up later at the same
stage.
|
|
User Defined Despatch Date
|
Delivers flexibility for the user who may chose to record the
despatch and load up a lorry, however not physically despatch
the goods for a day or two. |
Delivers flexibility for the user who may chose to record the
despatch and load up a lorry, however not physically despatch
the goods for a day or two. |
|
Revalue Bank Account With Zero Balance
|
Users can now revalue a bank account when when the foreign
currency or base currency bank balance is zero.
|
Introducing revaluation for zero balance accounts allows
customers to correctly account for their bank balances on the
nominal ledger. |
|
SL and PL Imports to Update Cash Book
|
When receipts or payments are imported into Sage 200, the cash
book module will be updated along with the sales or purchase
ledger. |
Saves users time when importing as they will have the option to
have each transaction update the modules it would normally
update if entered manually in the system. |
|
Additional bank reference fields for IBAN numbers and Swift
codes
|
Fields to hold IBAN numbers and Swift codes have been added to
the Purchase Ledger account details screen. Also the IBAN number
is recorded on the bank details screen and the new fields
included on the relevant import files. |
Allows customers to hold a record of these details for their
suppliers and for their own bank accounts and add to report
layouts where necessary. |
|
Allow amendment of invoice address prior to reprinting
|
If an invoice is printed and the address on the invoice is
incorrect, currently a user would have to change the account
address and re-print the invoice. |
New functionality has been added to allow the invoice address to
be changed for an invoice. This will not change the permanent
address held on the customer account. |
|
Feature |
Explanation
|
Benefits
|
|
Hide Account Entity
|
Sage have taken the decision to hide the account entity by
default in order to meet the demands of the majority of our
customers.
|
Smooth end to end processing from the CRM interface through to
the back office in Sage 200.
|
|
New Look User Interface
|
Sage 200 CRM comes with a choice of User Interfaces, enabling
the user to personalise the look and feel to their own
preference.
|
Makes it easier to use and offers greater choice of interface
designs, delivering greater personalisation options and helping
drive user adoption across the organisation
|
|
Interactive Dashboard.
|
Users can now manage all their activity from a tailored
workspace that combines the information they use every day. This
includes their calendar, their tasks, their lists as well as
displaying web and RSS feeds, Pre-installed dashboards by role
for Sales, Marketing, Customer Service and Management are
available out-of-the-box providing relevant content for each
department on their desktop when they logon |
The interactive dashboard delivers a rich and personalised user
experience. The interactive dashboard delivers an intuitive and
convenient way to view and action items from a single screen,
reducing the need to switch between screens for maximum
productivity
|
|
Active Directory Import
|
Allows IT administrators to import a batch of users from your
Windows network into Sage CRM quickly and easily. Sage CRM can
connect to an Active Directory server that lists and controls
network logons. Those users within the directory are then not
only filtered and imported easily into Sage CRM but also have
security, and profile rights automatically assigned to them.
|
Speeds up deployment time and delivers increased IT productivity
as well as a reduction in administrative overhead, as logons are
standardised across the network ensuring ease-of-logon for users
|
| Feature |
Explanation |
Benefits |
| Project Accounting Performance Improvements |
Some customers with large numbers of nested
projects experienced time delays and lack of memory messages
when performing certain tasks within the project accounting
module. |
Improves usability and performance
within Project Accounting. |
| Project Accounting Filtering |
When entering timesheets or expenses
into Sage 200 the user currently sees all projects held on the
system. This new feature allows resources and projects to be
linked so that timesheets and expenses can only be entered for
projects linked to the resource. It also allows the linking of
resources to control who can enter timesheets and expenses for
themselves and other resources. |
This will save the user time when
searching on a drop down list for the project against which they
wish to record timesheets or expenses as they will only see
projects on which they are working. It will also reduce the
margin for error of items getting allocated against the wrong
projects. |
| Project Accounting Reporting
Enhancements |
The ability to create new reports
within this module, based on some of the existing enquiries.
There are also 6 new out of the box reports:
• Cost Transaction Report
• Revenue Transaction Report
• Nominal Transaction Report
• Cost Analysis Report (by Group or by Structure)
• Revenue Analysis Report (by Group or by Structure)
• Profitability Transaction Report (by Group or by Structure) |
Eliminates the dependency on
application fabricated data (AFD), therefore making the reports
amendable. Improved usability and supporting the information
management strategy – the new reports allow the user quicker and
easier access to data within the project accounting module. |
| Project Accounting Workspaces |
Sage have introduced 4 new workspaces into
Project Accounting:
• Projects - at-a-glance overview of the status of a project
• Project Actual Costs By Period (Actual Costs This Year By
Period)
• Project Actual Net Profit By Period (Actual Profitability This
Year By Period)
• Project Profitability |
These new workspaces improve
usability with quick, easy navigation to project accounting
data:
• The projects workspace allows the user to see what makes up
the total cost within the cost header in terms of the costs and
revenues accrued to it and the level of completeness of the
project itself and its sub-elements.
• The Project Actual Costs By Period and Project Actual Net
Profit By Period workspaces are for those users who wish to view
quantities by period e.g. (actual/potential) costs,
(actual/potential) revenues etc. • Project Profitability enables
a quick view of sales invoices that have been raised for a
project but which are still outstanding.
|