Sage 20c Summer Enhancements 2018 is the latest release of Sage 200 since the move to a quarterly release cycle and is packed with a number of exciting new features and functions. As per the Spring release, it is also fully compliant and good to go for Making Tax Digitial (MTD) compliance.
Some new features of the release are:
Faster online payments with Stripe, PayPal, and GoCardless
Sage Invoice Payments is a great way for your customers to pay you online, quickly and easily.
Previously this function has only supported SagePay. However you can now use Sage Invoice Payments to request and receive payments from your customers by using Stripe (to receive credit card and debit card payments), PayPal, or GoCardless (to collect payments using Direct Debit). Once the payment is received, Sage 200 will download the transactions and automatically make the appropriate postings!
You can use cross-selling items to help speed up entering a full sales order and to sell more product to your customers! Cross-selling items are complimentary items which are often sold together with another stock item. For example, if you sell a printer, you might want to show print cartridges or cables for that printer. Set up cross-selling items if you want to display and add these items when you enter a sales order.
Suggested and preferred items for customers
Suggested and preferred items are another way to speed up entering a sales order and to maximise the sales opportunity at hand, as you can quickly add items that the customer has previously bought from you. When you enter a full sales order, you can select “suggested items” to see items that are specific to the customer. Suggested items include:
- The customer’s preferred items (you can think of these as ‘favourites’).
- Items that the customer has recently ordered.
- Items that the customer has frequently ordered, for example, you can see items they’ve ordered at least 3 times in the last 6 months.
You can now set up alerts on a customer account, to show messages whenever you deal with that customer. For example, if a customer has specific requirements, you can set up a reminder message that will be displayed whenever you enter an order for that customer. Alerts are displayed when you select the customer account, and you can choose when to show the alert. For example, you can show alerts when entering invoices or credit notes, sales orders and returns, quotations and pro forma invoices, and for customer price enquiries. Alerts are specific to an individual customer, and you can set up multiple alerts for each customer.
Scan and attach documents to purchase invoices and credit notes
Sage 200 now includes the ability to attach files and scanned documents to purchase invoices and credit notes. You can scan images directly using a scanner connected to your PC or your network.
The attachments can also be viewed and amended when you authorise transactions, and when you view transactions in the supplier and nominal transaction enquiries. When you authorise a transaction, or view the transaction in the enquiry, select Attached Documents and everything you added at the transaction entry point is there to view.
You can now get in touch with a customer or supplier using Skype for Business directly from the record card in Sage 200. When you’re viewing a customer or supplier account, just click the Skype icon next to a contact’s email address and Skype will load pre-populated with the contact address.
There is also now the function to view a customer or supplier address using Google Maps direct from Sage 200. When you’re viewing a customer or supplier account, just click the Google Maps icon next to the address and Google will load as per the screenshot here.
Reducing balance depreciation for fixed assets – If you set up depreciation for a fixed asset using the reducing period balance method, it could be difficult to calculate the period depreciation rate to use. Now you can click the % button to calculate the percentage rate to use, when you want to depreciate an asset by a total percentage over a set number of periods.
Spooler list filters – You can now use filters on the print Spooler list, to only show the reports you’re interested in. You can filter the spooler list by report name, the user who produced the document, the company, the date of the report, or the status of the report.
Purchase requisitions – When you enter a purchase requisition, you can now search for nominal codes with a particular cost centre or department. To do this, enter a slash / between the code, cost centre and department (nominal code / cost centre / department).
• Searching for /FAF/ will show all nominal codes with a cost centre of FAF.
• Searching for 4//ADM will show all nominal codes starting with 4 and with a department of ADM.
Import remembers last file location – When you import information, Sage 200 will now remember the last folder that you used for an import.
Sort columns on bank reconciliation – Now when you use bank reconciliation, you can sort the lists of matched and unmatched transactions. Just click on a column heading to sort a list
If you would like to find out more about your upgrade options, do not hesitate to contact the Smith Cooper team on 01332 959008 or [email protected].
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