Help and Tips for Sage 200 – July 2020

We at Eureka Solutions are here to help you get the most out of your Sage 200 software. Our Sage team have put together this month’s selection of top tips below!

 

  1. Attach and Scan Documents

In Sage 200cloud Professional Summer 2018 version onwards it is possible to scan and attach documents against transactions in the system. It is possible to attach files & scanned documents when you enter purchase invoices and credit notes, enter sales invoices and credit notes, confirm goods received, enter nominal ledger journals and produce your VAT returns. The example below shows the “Save Attach” button added to a purchase invoice.

 

 

You can the add files from your machine or scan files in to attach against the transaction. These files will then be accessible from authorisation and transaction enquiry screens. This allows more efficient access to documents linked to a Sage transaction without having to leave to the application.

 

  1. Sage 200 Summary Workspaces

Within Sage 200, there are summary workspaces which give a dashboard-based view of different information that is held within the system. A variety of key business information is presented in different graphs and charts (e.g. bar, line pie charts etc), allowing

for easy interpretation of the data.

Sage 200 provides six summary workspaces:

Summary Tables IncludeD
Sales Summary

 

Turnover

Outstanding Debt

Top Customers

Worst Paying Customers and % Customers Responsible for Sales

Purchases Summary

 

Turnover,

Supplier Invoices Overdue

Top Suppliers

Supplier Discounts and Suppliers Owed the Most

Financials Summary

 

Profit by Period

VAT – Year to Date

Creditor/Debtor Totals Last 12 Periods

Budget vs Actual

Budget Variance

Cash on hand last 12 periods

Bank Accounts

Sales Orders Summary

 

Orders and Return Values – By Month

Overview

Despatches In The Last 12 Months

10 Top Selling Items In The Last 12 Months

Sales Profit Value

Purchase Orders Summary

 

Orders and Return Values – By Month

Overview

Receipts In The Last 12 Months

10 Worst Supplies tor late deliveries

Items with highest percentage returns

Stock Control Summary Stock In / Out – By Period

Value Of Stock   Stocktakes By Warehouse In The Last 12 Months

Items with Oldest Stock

Value Of Stock Written Off In The Last 12 Months

 

The workspace summaries give instant visual snapshots of key data from the system without having to delve far into the system, meaning less time is needed to access key performance information. Also, as these are workspaces, the summaries can be accessed with a connected user licence through the self-service web app as opposed to a full user licence.

 

  1. Filtering Lists

 

Access the ‘Maintain Filters’ Screen Using the Filter Funnel

As well as being customisable in terms of the columns you would like to see, you can also filter any Sage 200 list view to only show information that matches certain criteria which you create. These easy to create filters allow lists to be shortened based defined criteria. For example, the below example could be used to filter your Sales Ledger Customer List to show only Sales Ledger accounts with a balance of over £30,000.

 

A variety of columns relating to the Sales Ledger in this instance could be added as well as ‘And’ or ‘Or’ statements to filter the list further. This allows list views to be easily sliced and diced, giving you instant access the data that is most important for your business needs quickly. Though this example is from the Sales Ledger, the same principles can be applied to other modules such as the Purchase and Nominal Ledgers as well as Sales Order and Purchase Order Processing.

 

More tips next month – remember to let us know if there is anything in particular you would like covered!