Top Ten Sage 200

Supporting Your Organisation to Succeed!

Helping you Achieve your Sage 200 Goals Quickly & Efficiently – Saving you Time!

A few Top Tip’s

Success through experience, planning and structure with Sage 200 Financial & Commercial Software.

 

 

  

  

Our Top Tips for Using Sage 200

A few tips for Sage 200 users, there are so many great features in the software, some of these tips you may already know, others however, may come as a welcome surprise – and if you want to know more of these give us a call or pop us an email.

 

  1. Bespoke Roles/menu: Tailor menu options to individual team or user for ease of use, via the system administrator.
  2. Customize List Views: Add/remove/rearrange the columns on display. Individual to each user.
  3. Filters and search functions: on List views, create filters to quickly find the data required, either individually or public for all users to share.
  4. Bank Feeds: Link directly to majority of Banks to transfer transactional data from your bank directly into Sage 200, no more duplication of work.
  5. Favourite Options: Create individual users own favourite pages, effectively your own shortcuts to your regular routines.
  6. Backups, automatic backups via SQL: users not having to come out of the system for backups to be created time saving.
  7. Corrections and reversing of transactions made simple: Other users no longer must come out of the program for corrections to be made. Time saving
  8. Full period control: period driven system allowing for between 1 and 20 open periods at a time, giving total financial and operational control enabling informed decisions to be made.
  9. Stock Control: batch and serial number for stock items through the life cycle within the business from supplier to customer. Allowing the business to trace the stock items journey from production to sale,
  10. Purchase Ledger payments: straight forward process, select multiple suppliers with multiple transactions to be paid, once approved, in one quick step, supplier ledger account updated, Bank Account updated, Nominal ledger updated, Remittance advices emailed to Supplier and file created ready for uploading into relevant Bank software.

 

 

 

Should any of the above strike a chord and you’d like to know more – Please call us or contact us via email – We’d love to chat!

 

Let's talk Top Ten's

Call us on 01234 818028 or email us info@kconsultants.co Let’s find out

how we can help you.

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