5 Features in Sage 200 You Might Not Be Using (But Should Be)

Discover 5 Features in Sage 200 That You Wish You’d Known Sooner

Sage 200 is packed with powerful features designed to help you improve business efficiency and make informed decisions quickly. But with so many helpful features, it’s easy for some of the most useful tools to go unnoticed.

Whether it’s time-saving automation or hidden reporting gems, there are several features of Sage 200 that fly under the radar, but can make a real difference once you start using them.

So if you’re using Sage 200, here are 5 features you might not be using, but should be!

Alerts

Have you ever found yourself thinking ‘I wish I’d known that before processing an order’? That’s where alerts come in. These handy pop-up alerts can be set up against customers, suppliers, or stock items to give you a heads up when something important needs flagging.

For example, if a customer has an overdue balance, with alerts that information appears right when it’s needed, meaning everyone is kept in the loop without emailing back and forth.

This feature is a simple yet powerful way to reduce miscommunication and make sure your team is working on the same information.

Web Screens

Did you know you don’t always need to use the desktop version of Sage 200? With browser access to modules in Sage 200 such as stock, sales orders, purchase orders and more, web screens allow you to access the data you need, wherever you are.

Web screens are ideal for sales teams who need quick access to Sage 200, without firing up the full application. If you’re not using them yet, you’re definitely missing a trick.

Sage’s Free Custom Reports

If you didn’t know, there are 3 free reports written by Sage available to all Sage 200 customers. This feature often goes unnoticed, but they’re included in Sage 200 and ready to be downloaded by you, for free!

To access them, all you need to do is download them from the Sage website or portal and import the, into your Sage 200 Reports folder.

These reports cover common requests Sage has seen across the user base, so chances are, they’ll be helpful for your business too. These reports are ideal for teams who want clearer insights, without having to build reports from scratch.

Excel Reporting

You probably know Sage and Excel go hand in hand, but Sage 200’s Excel Reporting makes it even easier to analyse your data. With over 20 pre-built reports, you can quickly pull out your data in a format you can easily understand.

With the use of live data, your reports stay up to date without exporting or re-importing every time. For teams who use Excel, this feature is a must use.

Workspaces

If you haven’t explored workspaces yet in Sage 200, it might be time to take a look. Think of them as custom dashboards where you can view and drill into data, without the need to run a report.

You can configure workspaces by role, so your sales team can view customer data, or finance teams can see credit control information.

Workspaces are perfect for gaining a real-time view of what matters most to you.

There are many powerful tools in Sage 200, but there are many features that go unnoticed. If you are not already using these features, give them a go. They are already in your Sage 200 system and could save you hours each month.

If you need help using any of these features, we’re here to help you get the most out of your Sage 200 system.

If you have any questions, do not hesitate to get in touch with your Account Manager or you can call us directly on 01332 588508. 

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