| Bank Feeds enhancements |
|
| What |
-
Bank balances and transaction details will be available in near/real time once the customer has authorised their bank to do so.
-
Direct bank feeds from the top high street banks flow straight into Sage 200 creating transactions within the bank feeds form.
-
Users can create rules that enable automated matching, check and authorise transactions.
-
Adoption of Yodlee bank feeds aggregator with Sage Bank Feeds.
-
Supporting off boarding from Sage Bank Feeds.
|
| Explanation |
|
| Benefits |
-
Secure, accurate and timely bank data flows seamlessly into Sage 200.
-
Efficient processing of banking data removing the need to manually re-key data.
-
Reduce human error by automating activity from your bank in to Sage 200.
-
Improved user experience.
-
Greater control over your data.
-
Reduced cost of entry.
|
| Location in software |
Financials |
| Sage Contact |
|
| What |
-
View key financial information quickly and easily e.g. view outstanding balance, recent transactions, credit limit all within the familiar environment of Outlook.
-
Easily find additional contact records at the same customer company.
|
| Explanation |
- An Outlook plug in that pulls through the context of customers and suppliers within Microsoft O365.
|
| Benefits |
-
View the information need to make decisions and answer queries without the need to leave Outlook. Liberates data to the right people without the need to be a user of Sage 200.
-
Work and collaborate anywhere with trusted applications such as Microsoft Outlook.
-
Avoid the errors, duplications and omissions that occur with multiple separate contact lists.
|
| Location in software |
Outlook |
| Docs to anywhere |
|
| What |
-
Introduced the ability to save documents and files to any configured location:
-
Document storage is available for a set of user defined reports.
-
In addition to the user specified production action (print, e-mail) a pdf version of the report will be stored silently to the chosen location. This is invoked when any print, e-mail, quick print button is used to produce an Invoice or Credit, either directly, or from preview.
|
| Explanation |
- Configuration settings that allow customers to automate document storage to a location of their choice such as server, One Drive or Dropbox.
|
| Benefits |
|
| Location in software |
Financials & Commercials |
| Budget history |
|
| What |
|
| Explanation |
- When a budget is amended the system keeps a copy of the original budget as well as the revised.
|
| Benefits |
|
| Location in software |
Financials & Commercials |
| Check Budgets |
|
| What |
- Allows the user to check the outstanding budget they have and what commitments are already in place when they are raising Purchase Orders.
|
| Explanation |
- Validation of committed costs.
|
| Benefits |
- Greater control of the overall spend by enabling decision making at the point of order entry.
|
| Location in software |
Commercials |
| Budget versus actuals report |
|
| What |
- Enables users to effectively track budgets and variances.
|
| Explanation |
- New Excel report available as part of Excel Reporting for Sage 200 within Services Extra.
|
| Benefits |
- Greater tracking and analysis of budget.
|
| Location in software |
Excel reporting for Sage 200 (Sage 200 Services Extra). |
| Cost centre and department contacts |
|
| What |
- Users can now enter contact name, phone number and e-mail details against cost centres and departments.
|
| Explanation |
- Record and track contacts per department or cost centre.
|
| Benefits |
- Ability to email budget reports to the cost centre owner.
|
