Installation and Set Up of Bank Plugins

Are you an IT/Sage user and want to install and understand how your bank plugins work in Sage 200?

Well if your Sage is already configured for electronic payments then it should be as simple as 1,2,3.

This week’s Tip of the Week explains how to set up e-banking so that Sage produces a file to upload supplier payments to your bank.


To do this, the plugin for the relevant bank account needs to be installed for every user who will be making Sage payments.

Any user who tries to make a payment but doesn’t have the relevant plugin will receive an error message like the one to the left.

You will require administration permissions to install the plug in.

The easiest way to install these is to go to the cog in the top right hand menu of Sage 200 and then, Installers > Install eBanking components.

You will be asked to run the installer. A wizard will then appear for you to click through, during this process you may be asked for admin credentials. If you don’t have these then this is something provided by your IT provider.

To check that the components have been installed successfully go to your ‘Bank Account List’ and click to amend one of your accounts, navigate to the E-Banking tab and check that a list is visible next to ‘E-Banking service:’

If the components are listed then proceed to ‘Configure your E-banking service’ otherwise continue with the below troubleshooting.

If there is still no dropdown then you can try installing the specific plugin for your bank. The first step is to close your Sage applications. Then navigate here: https://my.sage.co.uk/public/sage-ebanking/compatible-banks.aspx

Locate your bank account name and click ‘Download plug-in’ next to the relevant account type.

Again you will be asked to run the installer. A wizard will then appear for you to click through, during this process you may be asked for admin credentials. If you don’t have these then this is something provided by your IT provider.

Re-open Sage 200 and navigate to amend your cash book account. Check if the dropdown against the E-Banking tab now contains the name of your bank account.

If your account is still not listed in the dropdown then this is usually because you have insufficient privileges to install the plugin, in which case please refer to your IT provider to check.


Configure your e-Banking Service

Once the components are installed successfully you need to configure your cash book account.

Navigate to the Cash Book > Bank Account List. Highlight the bank account from which these payments are to be made and click ‘Amend Account’.

Go to the E-Banking tab, and next to ‘E-Banking Service’ select your account name.

Next to ‘E-Banking Functions’ select ‘Payments Only’.

Then click ‘File Locations’.

When you run generate payments to E-banking accounts Sage outputs a file which you then use to upload your payments to your bank account.

Within ‘File Locations’ you can set the location that Sage will automatically save this, click ‘Browse’ next to the ‘Directory’ and navigate to a suitable file location.

Your bank will require the upload file to either be a TXT or CSV file. You can find this out from your bank account or from another user who already has this set up. You must identify this against the ‘File extension’, enter either TXT or CSV in this box.

Click ‘OK’ and then ‘Save’ your bank account. You are now ready to generate Sage payments.


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As we are constantly looking at ways in which we can improve our service, you are more than welcome to leave your feedback on our form. If you have any suggestions for what you would like to see featured as a tip of the week please email [email protected].

If you would like more support concerning your Sage system, take a look at our Sage support service. Contact us via the enquiry forms or call 01332 959 008 if you would like more information.


NB: Be advised that the information/accuracy in this article may differ depending on which version of Sage 200 you use, as a result, some options and processes might look different. For all support queries please email [email protected].

Resetting Desktop Settings and Preferences in Sage 200

Knowing how to reset your desktop settings and preferences in Sage 200 is extremely useful.

It means that if you ever lose the ability to see a column on a list view, a column within a screen or have any other issues in Sage, you can easily set it back to the default settings.

This Tip of the Week will go through exactly what you need to know and how to do it.


To start go to the Tools option (the cog icon) in the top right-hand corner of Sage 200.

From the subsequent drop down menu choose ‘Preferences’.

You can then choose the option to ‘Reset desktop settings’.

This removes any changes made to the desktop, for example, column choices, and resets the desktop back to the Default values.

Within the same preferences screen you can also:

Set the desktop theme

  • You can set the desktop theme to White, Light or Dark.

By default, Sage 200 opens with a Dark theme. If you change the theme, the change applies when you re-open Sage 200. Theme changes affect the view of the banner, menu and from backgrounds. They do not affect workspaces.

Set the line spacing for desktop lists

  • You can set the Spacing for desktop list rows to Narrow, Normal or Wide.

By default, Sage 200 opens with the Normal spacing. Spacing changes do not affect workspaces.

Hide notifications

  • To stop receiving Save and Delete notifications when you are working in Sage 200, select ‘Disable Save’ and ‘Delete Notifications’.

Note: This does not apply if you are using Excel Reporting from the Self Service web app.


If you would like to stay in the loop about our latest tips then make sure you are following us on TwitterLinkedIn and Facebook!

As we are constantly looking at ways in which we can improve our service, you are more than welcome to leave your feedback on our form. If you have any suggestions for what you would like to see featured as a tip of the week please email [email protected].

If you would like more support concerning your Sage system, take a look at our Sage support service. Contact us via the enquiry forms or call 01332 959 008 if you would like more information.


NB: Be advised that the information/accuracy in this article may differ depending on which version of Sage 200 you use, as a result, some options and processes might look different. For all support queries please email [email protected].

EU E-commerce VAT changes: 5 things UK business owners need to know

The European Union (EU) are introducing changes regarding VAT and trade. These changes are affecting British companies, even after Brexit.

The new VAT scheme took place as of July 1st, 2021, affecting e-commerce businesses around the world.

Therefore, the optional VAT schemes for E-commerce was introduced to support growing businesses by streamlining the VAT report process on sales to the EU. This, allows businesses to report and pay all EU VAT through a single return instead of having to register and pay VAT in each country they sell to.

In our previous article ‘VAT EU E-commerce package and Sage 200‘, we explored these new EU E-commerce VAT changes and how they comply with Sage 200, but we have also compiled a list of the 5 things that business owners need to know.

Let’s Explore!


1. Preparing for the changes to E-commerce VAT

Take a look through your list of suppliers and your entire supply chain to ensure you’re aware of your VAT liability and any new reporting obligations. Consider whether any of your existing VAT registrations need to be changed or cancelled. Also, check with your IT systems and Sage business partner/supplier to see how Sage software supports these new changes and what might need to be adjusted to meet the new reporting obligations.

Similarly, make sure that your accounting software can identify and calculate the correct rate of VAT, depending on where your customers are based, whether that’s inside or outside the EU. Grants of up to £2,000 are available from the government’s SME Brexit Support Fund for professional advice and guidance with these questions.

2. Registering for IOSS

If your business has a base within the EU, you can register for IOSS directly with the tax authorities of the Member State in which you are established. However, if you’re a seller or an online marketplace and you don’t have a presence in the EU but you want to use the IOSS, you have to appoint a VAT intermediary in the EU.

Your intermediary will assume your VAT liability and handle relations with the local tax authorities. The VAT intermediary will rely on information that you give them in order to meet your VAT reporting obligations. So, it’s important to map the different liabilities and ensure they’re addressed in the relationship between you, as the seller/online marketplace, and your VAT intermediary.

3. Get your VAT right

Ensure you’re paying the correct amount of VAT in the right way under the new E-commerce VAT system.

You should make sure that the VAT is paid to the party responsible for remitting it to the local tax authorities. This will involve checking and possibly re-routing the payment flow between the marketplaces and outlets that you supply across the EU. Therefore, you should check whether some of these marketplaces will be considered, by the authorities, to be the deemed supplier of your goods for the purposes of VAT.

4. Closure of the €22 VAT exemption

As part of the new E-commerce VAT arrangements, the €22 VAT exemption on small parcels being imported into the EU for delivery to consumers has been withdrawn. Now, you have to charge VAT at the point of sale for consignments with a value less than €150. This VAT figure can be declared and paid via IOSS.

All imports into the EU have to be declared at the border using an electronic customs declaration. This is the ‘super-reduced data set’ (H7 Dataset) which contains 24 data elements. It’s applicable for consignments of up to €150 in value and when the IOSS scheme is used.

Since the aim of this automated procedure is to simplify the customs clearance process, this is known as the ‘green lane’ or ‘green channel’ solution.

5. IOSS is not compulsory – but it’s recommended

Last but not least, you don’t have to sign up for IOSS.

When the IOSS for distance sales of imported goods of a value up to €150 is not used by online sellers or marketplaces, it will be postal operators and couriers that have the responsibility to collect and pay VAT. If you decide not to use IOSS, the EU authorities will collect VAT when the goods are imported in the same way that import VAT is currently collected on higher-value goods. EU customers will receive their goods once the VAT has been paid.

To reduce the added administrative cost and the impact on cash flow for postal operators and couriers who find themselves paying out VAT on behalf of their customers, the EU is allowing the collected VAT to be paid to the authorities on a monthly basis. However, the European Commission is encouraging businesses to use IOSS in order to deliver a more seamless customer experience and faster clearance of goods through customs.

For more information regarding the VAT E-Commerce packages please take a look at the European Commission guidance and UK Government guidance.


If you have any questions about these EU E-commerce VAT changes and your Sage 200 system, as well as other Sage products, please use the enquiry form or call us on 01332 959 008.

How To Make A Stock Item Inactive

Stock control in Sage 200 is fully integrated with Invoicing, Sales Orders, and Purchase Orders.

This means that information about your stock item levels and values is updated at each stage of the sales and purchase processes.

When you use stock, there are times that parts become obsolete. For example, an updated version becomes available, the item itself is basically different from the original item or the item simply won’t be used anymore.

In these times, you may want to set a new stock item up, to track the sales or usage for the new item,

Issues can arise that when users raise orders, they then select the old item in error, causing discrepancies on stock and confusion when orders are processed.  

To prevent these mistakes from happening, you can set an item to be inactive. Making an item inactive can be a permanent or a temporary thing and doing this will not lose any history of sale, purchase, or movement.


To set an item as inactive, you simply need to amend the stock item by going into Stock Control > Stock Records > Amend Stock Item Details

On the initial General tab, you have an Item Status section in the top right, you simply change the dropdown from Active to Inactive.

You cannot make a stock item inactive when the item is:

  • On a Live purchase order or purchase return.
  • On a Live sales order or sales return.
  • Allocated.
  • On an BOM with the status Active, Retired, or Obsolete.
  • A cross-selling item for another stock item

When you set the item as inactive, it prompts you to select an Inactivation Date. This is to record when the item has been taken offline for reporting and auditing purposes. You can make the item active and inactive as many times as you need.

When the item’s status is Inactive, you cannot:

  • Sell the stock item through the Sales Order Processing module.
  • Buy the stock item through the Purchase Order Processing module.
  • Transfer the stock item through the Stock Control module.
  • Write off the stock item through the Stock Control module.

If you would like to stay in the loop about our latest tip then make sure you are following us on TwitterLinkedIn and Facebook!

As we are constantly looking at ways in which we can improve our service, you are more than welcome to leave your feedback on our form. If you have any suggestions for what you would like to see featured as a tip of the week please email [email protected].

If you would like to discuss a support contract for your Sage system, then take a look at our Sage support service. Contact us via the enquiry forms or call 01332 959 008 if you would like more information.


NB: Be advised that the information/accuracy in this article may differ depending on which version of Sage 200 you use, as a result, some options and processes might look different. For all support queries please email [email protected].

VAT EU E-commerce package and Sage 200

As of July 1st 2021, new VAT schemes will be made available for e-commerce businesses.

As of July 1st 2021, new VAT schemes will be made available for e-commerce businesses that sell to EU customers (customers in the EU who are not VAT registered).

The new optional VAT schemes for E-commerce are being introduced to support growing businesses by streamlining the VAT report process on sales to the EU. Therefore, allowing businesses to report and pay all EU VAT through a single return instead of having to register and pay VAT in each country they sell to.


What are the new VAT schemes?

The new schemes are:

  • The One Stop Shop (OSS)
  • The Import One Stop Shop

What is The One Stop Shop (OSS)?

The OSS can be used to report and pay EU VAT on services to EU consumers which attract destination VAT. It can also be used to report and pay EU VAT in relation to intra-community distance sales of goods which are still relevant for businesses residing in Northern Ireland with an XI VAT registration.

From 1st July the EU will also abolish distance selling thresholds and replace them with a single EU wide €10,000 (£8,818) threshold.

Sales reported through the One Stop Shop are subject to destination VAT. Instead of charging VAT at the UK rate (or home rate), you charge VAT at the rate where your customer lives. For example, if a UK business sells goods to a customer in France, VAT is charged at the rate applicable in France.

What is The Import One Stop Shop (IOSS)?

The IOSS can be used to report and pay EU VAT on goods imported into the EU from outside of the EU – that are destined for EU consumers, and have a consignment value of £135 (€150) or less. When using IOSS destination VAT must be charged at the point of sale. This means there is no import VAT upon arrival in the EU, making it easier for the end consumer.

How can you register your business?

It is important to note that the new One Stop Shop schemes are optional.

  • Customers in the UK wishing to register can do this in either an EU member state or potentially in the UK depending on their location and the scheme they want to use.
  • Customers in the Republic of Ireland can register for the OSS in an EU member state, usually their own. Once registered they can report all relevant EU VAT through a single return and make a single payment to the member state you register with.

For more information regarding the VAT E-Commerce packages please take a look at the European Commission guidance and UK Government guidance.


If you have any questions about the VAT EU E-commerce packages and your Sage 200 system, please use the enquiry form or call us on 01332 959 008.

Search in the Sage 200 Menu

There are times when you are using Sage 200 and you need to run a process, but you cannot find it anywhere.

Thus leaving you frustrated after blindly opening and closing options in order to find the right one. Thankfully on all current versions of Sage 200, you can utilise the Search Menu option.


To search in the Sage 200 menu you need to use the search function that appears at the top of the tree view.

To find the function that is eluding you, click on the Search Menu bar and type in a word or words of what you want to do. For example, we’re looking for Bank Reconciliation.

So in the Search Menu area, type ‘Reconciliation’ – it’s not case sensitive but if you are unsure of the correct spelling, type what you are sure of.

Once typed, press ‘Enter’ or ‘Return’ and it will show the results. When the correct option is found, you can right click on the option and click on ‘Show in menu’ so you know where it will be next time.


If you would like to stay in the loop about our latest tip then make sure you are following us on TwitterLinkedIn and Facebook!

As we are constantly looking at ways in which we can improve our service, you are more than welcome to leave your feedback on our form. If you have any suggestions for what you would like to see featured as a tip of the week please email [email protected].

If you would like to discuss a support contract for your Sage system, then take a look at our Sage support service. Contact us via the enquiry forms or call 01332 959 008 if you would like more information.


NB: Be advised that the information/accuracy in this article may differ depending on which version of Sage 200 you use, as a result, some options and processes might look different. For all support queries please email [email protected].

Units of Measure

Each stock item in Sage 200 must have a unit of measure and this is a measure in which the item is stored.

You can use the same stock unit for sales and purchases, or additional trade unit measure can be set up to differentiate between sales and purchases.

A base unit measure is needed and works with different measures when buying, selling or storing an item. The base unit establishes a relationship between the other measures used for the stock item and enables quantities to be converted by means of a ratio.


First, you will need to set up your ‘Units of Measure’ in stock maintenance, these will be available to select from the stock code later.

The default ratio is how many EACHS will usually be contained in the unit of measure name.

Next, the product groups must be changed to allow stock items to have units of measure, here you can set the defaults for the product group, however, you can customise these later for individual stock items:

Unit Settings

  • The base unit establishes a relationship between the other measures used for the stock item and enables quantities to be converted by means of the ratio, usually recommended to leave as ‘Each’.
  • The stock unit is how you usually stock your items. This is the unit of measure that will show in your stock balances and also the default for sales and purchase orders.

Use Multiple Units

  • Tick both of the ‘Selling’ boxes if you would like the option to sell stock items in anything other than the stock unit.
  • Tick both of the ‘Buying’ boxes if you would like the option to buy stock items in anything other than the stock unit.

Sales and Purchase Units

  • Here you can add default units of measure for the product group.

Now you will be able to see these defaults when setting up new stock item codes.

Within the ‘Details tab’ is where you can customise the stock unit (how the item is shown in stock balances and defaults for sales and purchase orders).

* It is important to note that you cannot change this once there has been any usage of this stock item code, you would have to set up a new stock item *

Buying and selling prices both look to the stock unit code and will adjust by the ratio when changing the unit of measure within a purchase or sales order.

This is demonstrated later. However, it is possible to have pricing set differently if you require.

Within the units of measure tab on the stock item code, you can now add or remove any units of measure you would like.

This is where you can view a list of units of measure specific to that stock item.

If you select to ‘Add’ or ‘Edit’, a unit of measure you will see an additional pop up box appears:

Unit name

  • This will allow you to choose from the units of measure you prepare din the first step in the stock maintenance menu.

Conversion ratio

  • This section enables to change the default ratio if required.

Precision

  • If you change the precision it will tell Sage to stop you selling certain fractions of the pack. For example if you will only ever it as a whole pack you can change this to 1. If you are happy to sell/buy this as half a pack you can change if to 0.5.
  • You don’t have to change the precision, however is someone enters 0.5 on a sales or purchase order, Sage will allow it.

Once you have configured the stock items you are now ready to use different units of measure on sales and purchase orders.

If the stock item code has units of measure set up you will be able to change it within the sales and purchase orders as demonstrated below.

Make sure to change it in the ‘Selling price unit’ as well as the ‘Selling unit’ this will allow sage to recalculate the price according to the ratio.

In the example a ‘pack of 100’ is 60, therefore a ‘pack of 1000’ is £600.

This works exactly the same in both purchase orders and sales order, providing the product group was selected to allow units of measure for both buying and selling.


If you would like to stay in the loop about our latest tip then make sure you are following us on TwitterLinkedIn and Facebook!

As we are constantly looking at ways in which we can improve our service, you are more than welcome to leave your feedback on our form. If you have any suggestions for what you would like to see featured as a tip of the week please email [email protected].

If you would like to discuss a support contract for your Sage system, then take a look at our Sage support service. Contact us via the enquiry forms or call 01332 959 008 if you would like more information.


NB: Be advised that the information/accuracy in this article may differ depending on which version of Sage 200 you use, as a result, some options and processes might look different. For all support queries please email [email protected].

Missing Purchase Invoice in your Batch Transactions Manager

Have you ever noticed that a purchase invoice may show as entered against the purchase order but hasn’t hit the supplier account?

This is classed as a missing purchase invoice in your Batch Transactions Manager.

To identify this missing purchase invoice, you may notice that an invoice may show as entered against the purchase order but hasn’t hit the supplier account.

You may also notice this if you get an error regarding batch transactions when trying to generate payments.

These missing invoices are usually caused if Sage crashes and closes down when you are partway through entering a purchase invoice. Or sometimes if the user closes the window down partway through entering the transaction.

This week’s Tip of the Week will go through how to use your Batch Transactions Manager to find and resolve a missing purchase invoice.


If you get the error when generating payments you might need to enable the setting first to allow yourself to view these.

To turn on the setting go to purchase ledger > ledger set up > ledger settings then tick the option to ‘Allow Batch Processing’.

Once the setting is enabled go to purchase ledger > enter transactions > batch transactions (manager)

This will open a new window where you will see any invoices which have not fully gone through to the purchase ledger account.

Here you have a number of options:

  • You can ‘Commit’ the invoice which will then post it to the purchase ledger supplier account.
  • You can choose to ‘Edit’ the invoice if there is a mistake and then you can ‘Commit’ to the supplier account.
  • You can ‘Delete’ the invoice if you do not wish this to show on the supplier account (you may wish to choose this option if the invoice had been previously spotted as missing and subsequently already been manually added to the supplier account directly).

Please note that nothing that you action in this window will affect the purchase order and there is no way of uncompleting the invoice on the purchase order.


If you would like to stay in the loop about our latest tip then make sure you are following us on TwitterLinkedIn and Facebook!

As we are constantly looking at ways in which we can improve our service, you are more than welcome to leave your feedback on our form. If you have any suggestions for what you would like to see featured as a tip of the week please email [email protected].

If you would like more support concerning your Batch Transactions Manager and a missing purchase invoice or your Sage system, take a look at our Sage support service. Contact us via the enquiry forms or call 01332 959 008 if you would like more information.


NB: Be advised that the information/accuracy in this article may differ depending on which version of Sage 200 you use, as a result, some options and processes might look different. For all support queries please email [email protected].

Reversing Payments

Making mistakes in supplier payments is not uncommon. But it is important you understand the process in reversing payments.

If you have processed some supplier payments using the ‘Generate Payments’ routine, but realised that you have made a mistake then you will have to reverse these payments manually one at a time.

There are several ways to unallocate and reverse payments. Below is one way of doing this and will work for payments made in the base currency.


The first thing you will have to do is remove the suggested payment file, Sage won’t allow you to make amendments to anything while it is part of a suggested payment run.

Make sure you have details of the payments you wish to reverse before going to Purchase ledger > Period End Routines > Payment processing > Delete suggested payments.

You can delete the suggested payment for a single supplier if it is just one supplier you are reversing.

If you are reversing all payments then select ‘Delete all suggested supplier payments’. Then click ‘Delete’.

Go to the transaction enquiry screen for that supplier and locate the payment in question.

Remember you will have to untick ‘Show outstanding transactions only’ because the payment will not be outstanding, it will have been automatically allocated to the invoices which it has paid.

Highlight the line and click ‘Correct’.

This will open a new window, click ‘Reverse’.

Sage will then tell you the transaction need unallocating first. Click ‘Yes’ to unallocate the transaction.

From the allocations window hit ‘Reverse’ again.

Confirm the reverse ‘Debit and Credit’.

This will make the allocations value return to zero so the payment and the invoices will go back to the status of outstanding. Then click ‘Save’.

This will then take you back to the ‘Correct Supplier Transaction’ screen where you can click ‘Reverse’ again.

This time you will not get the warning about allocations, instead you will be presented with a pre-filled ‘Enter supplier Receipt’ window.

This is presenting a receipt details which are the exact opposite of the payment which has been made.

Double check the details and if required you can enter additional references for the transaction. Click ‘Save’.

Close down the correction window by clicking ‘Close’.

This will take you back to the supplier transaction enquiry screen. You will see that the payment and receipt have now been allocated off against each other, reversing the payment transaction.

The original invoices will now show back to being outstanding and will appear on the next generate payment report when you run it next.

You will have to repeat this process for each supplier payment you wish to reverse.


If you would like to stay in the loop about our latest tip then make sure you are following us on TwitterLinkedIn and Facebook!

As we are constantly looking at ways in which we can improve our service, you are more than welcome to leave your feedback on our form. If you have any suggestions for what you would like to see featured as a tip of the week please email [email protected].

If you would like more support concerning your Sage system or reversing payments, take a look at our Sage support service. Contact us via the enquiry forms or call 01332 959 008 if you would like more information.


NB: Be advised that the information/accuracy in this article may differ depending on which version of Sage 200 you use, as a result, some options and processes might look different. For all support queries please email [email protected].

Exporting and Importing Financial Statement Layouts

Do you have a new company set up in your system, but there is no Profit and Loss or Balance Sheet format set up?

Well Exporting and Importing Financial Statement Layouts will make the formats easier to create.

If you have an existing company on your Sage system that has the same nominal structure, you can copy the layouts from that company to the new one. By exporting and importing financial statement layouts you then don’t have to go through the time-consuming effort of recreating them from scratch.


From company with the existing layouts, go to the ‘Financial Statement Layouts’ window, pick either profit and loss or balance sheet, highlight the report and click export.

Save the file as a .csv somewhere easy to find.

Go to the Sage company that you would like to import them into and back into the ‘Financial Statement Layouts’ window. Pick the sort the you would like to import and click ‘Import’.

Select the .csv file that you saved earlier, click ‘Open’.

Click ‘Save’ and ‘Close’.

The imported layout will then be saved. We would always recommend then click ‘Validate’ as this will check whether there are any nominals missing from the report.

You can then rename the report if you don’t want it to be called ‘Imported Layout’.

You can have multiple financial layouts and you get the choice which one to run in the criteria window, so whatever you name it in the above window will appear as a selection here.


If you would like to stay in the loop about our latest tip then make sure you are following us on TwitterLinkedIn and Facebook!

As we are constantly looking at ways in which we can improve our service, you are more than welcome to leave your feedback on our form. If you have any suggestions for what you would like to see featured as a tip of the week please email [email protected].

If you would like more support concerning your Sage system, take a look at our Sage support service. Contact us via the enquiry forms or call 01332 959 008 if you would like more information.


NB: Be advised that the information/accuracy in this article may differ depending on which version of Sage 200 you use, as a result, some options and processes might look different. For all support queries please email [email protected].

Setting Up New Reports as Features/Menu Items

Once you have created your Sage report, setting up the new reports as Features/Menu Items is next on the to-do list.

By setting up the new reports Features/Menu Items, you allow yourself, and others, to access it easily and efficiently.

Follow this week’s Tip of the Week for more information.


Saving the report

Save the report on the server in the following file location:

ServerName/Sage\reporting\custom\reports\CompanyName

This makes it easy for you and your support team to find these reports later if any changes need to be made.

As a rule, we recommend that you only save changes to existing reports in the relevant ledger folders within ‘Custom’.

All new reports are best saved in a folder with your company name for ease of access.

Features

Go into Sage System Administration > Features > and right click on the features screen and ‘Add New Feature’.

(Usually in an existing or create a new ‘Custom’ folder).

Name the feature and press ‘OK’.

Select the feature – at the bottom of the screen, choose the ‘Targets’ tab and ‘Add’.

Choose a name for the Target Action, and change the Target Type to ‘Report’, then browse to the new file you have saved.

Right click on the ‘New Report’ and select ‘Role Authorisation’. Apply all user roles you wish to be able to have access to this report.

This is now fully set up as a Feature in System Admin. Next, open Sage to create the new report as an option in the menu.


Menu Design

Click the pencil icon at the top of the menu to edit your menu layout.

Select the module you wish to add the report to and click the ‘+’ to add a new menu item.

This should give you a list of features to add on to the menu. Select the feature you wish to add and click ‘OK’.

You can move the feature up and down as needed with the arrows.


If you would like to stay in the loop about our latest tip then make sure you are following us on TwitterLinkedIn and Facebook!

As we are constantly looking at ways in which we can improve our service, you are more than welcome to leave your feedback on our form. If you have any suggestions for what you would like to see featured as a tip of the week please email [email protected].

If you would like more support concerning your Sage system, take a look at our Sage support service. Contact us via the enquiry forms or call 01332 959 008 if you would like more information.


NB: Be advised that the information/accuracy in this article may differ depending on which version of Sage 200 you use, as a result, some options and processes might look different. For all support queries please email [email protected].

Running Balance Ledger/Verifying Data in Sage 200

Running balance ledger/verifying data in Sage 200 is an important aspect of running any business.

When you verify your data in Sage 200 you validate key quantities within the module.

The focus of these checks is the stock quantities and the order/return line values for sales and purchases. To verify your data in Sage 200 Commercials, read on!


The names of users currently logged on to Sage 200 are displayed when you try to run Verify Data. They must log off Sage 200 for you to complete the activity. Once in progress, the system prevents other users from logging onto Sage 200.

All users will need to be out of Sage or not actively working in the ‘commercials’ modules.

You may need to clear disconnected logins first. If you are not sure how to do this then read this article.

Go to Accounting system manager > system utilities > verify data > commercials

  • Tick ‘Validate, report and correct anomalies’.
  • Tick ‘Stock Control’.
  • Then click ‘OK’.

You will be warned that the routine might take some time however, it should not take more than a few minutes usually so just click ‘Yes’.

You will see a process bar while Sage works through the ledgers.

Sage will produce an errors log which you can just close. You don’t need to review the information on here, your issue might not show on here although the routine may still have resolved it.

Close the errors log. If you have run this routine to try and fix and error check that it has been resolved and if not report to Smith Cooper Sage Support.

Users can now continue to use Sage as normal.


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NB: Be advised that the information/accuracy in this article may differ depending on which version of Sage 200 you use, as a result, some options and processes might look different. For all support queries please email [email protected].