Sage 200cloud

The Financials module is the core financial management and accounting module that comes as standard with Sage 200cloud. It allows you to see the financial position of your company at any point in time and runs four key ledgers: sales, purchasing, nominal and cashbook.

• Web enabled, interactive dashboards and detailed reports for sales, purchases and financial summary, helping you plan and forecast
• Open and closed period accounting that’s flexible for your needs
• Flexible nominal code structure for in depth analysis and reporting
• Batch data upload; place transactions on hold for authorisation before committing them to the Nominal Ledger
• Choose VAT inclusive or exclusive prices
• Save time with automated statements, standing orders and direct debits. Save time by reconciling bank statements with your banking software
• With Services Extra, you can also seamlessly automate reconciliation of your bank transactions
• Advanced multi-currency options, including exchange rate changes
• Understand the impact to your cash flow as your business changes and improve cash flow by paying invoices straight from the software
• Store unlimited customer and supplier contact details
• Integrates with Sage 50 Payroll to give you one view of all your outgoing costs

The Business Intelligence module is the complete business analysis tool that comes as standard with Sage 200cloud Professional.

It enables you to mine your data across every aspect of your business. You can identify customer and product trends and measure performance against difference benchmarks.

• Use powerful analytical tools to slice and dice data quickly and easily and inform your decision making
• Build your own tailored reports and bring data to life using charts and graphs
• Share business data widely across your organisation
• Explore scenarios to see the effectiveness of investments or changes
• Create personalised dashboards and automated reports

Fully integrated CRM (Professional only), gives you the insight you need to run and grow your business. What’s more, you’ll receive one free user. Deliver business insights that really matter to you.

• Gain reliable insight so you can evaluate where your business stands and make faster, better decisions you can be confident about
• Deliver an exceptional customer experience to improve customer retention and drive revenue growth
• Collaborate effectively across teams to avoid duplication of work, empowering your teams to work faster and smarter. With a single solution everyone becomes more productive and efficient
• Sell smarter and accelerate sales team performance by providing access to the information your sales team needs, whenever they need it
• Market more effectively by providing the tools to create targeted campaigns based on accurate customer information, delivering a better return on your marketing spend

The Commercials module is an optional module with Sage 200c that makes responding to product demands quick, accurate and fully automated.

Manage every element of your supply chain – from stock management, purchase order processing and stock order processing.

• See the full story of an order, from initial point of contact to order fulfilment
• Source goods worldwide and record purchases in up to 100 currencies
• Apply automated authorisation limits and alerts, authorise orders remotely and keep track of any amends or order issues, such as incorrect deliveries.
• Compile order lists for all your office locations based on purchase orders so you know what stock to order and when
• Calculate a running total when you’re matching invoice line items to orders
• Record disputes giving you a full audit trail within the system
• Get the best deals from suppliers by recording details of price history, price history and lead time
• Track your stock, identify inactive items and count your most valuable items
• Manage discounts, promotions and margins so authorised staff can negotiate on prices
• Control stock items by serial or batch number, include criteria like ‘sell-by’ and ‘use-by’ dates

Project Accounting is an optional module (Professional only) to help improve customer satisfaction with accurate bills delivered by capturing and allocating projects costs, overheads and revenues.

• Ideal for service based industries such as agencies and consultants that ‘sell time’
• Get a single view of all projects and track their progress
• Allow project managers to raise and authorise purchase orders
• Add an unlimited number of additional fields and define their function
• Personalised workspaces for each user to help to get the right information to the right people
• Integrated with accounts, sales and purchase order processing, and payroll
• Submit and authorise timesheets and expenses online anytime, anywhere
• Reduce errors and the need to re-enter information by sharing employee and timesheet detail with Sage 50 Payroll
• Flexible billing schedules that can differ by project and by customer
• Post costs to the associated nominal codes and show costs as finalised alongside revenues posted to the P&L with a new Work In Progress capability
• Integrates with Sage 50 Payroll so you have one view of all your outgoing costs and a streamline process with the HM Revenue and Customs (HMRC)

The Bill of Materials module is an optional module (Professional only) and allows you to monitor, control and cost your manufacturing processes.

It’s ideal for businesses involved in light manufacturing assembly, helping to simplify complex processes and analysis:

• Store and use multiple versions of a Bill of Materials, including full version control and audit trail capability
• Track costs over time
• Use different options for set sub-assembly builds, builds from stock or a combination with multiple units of measure
• Maintain control of stock and goods
• Get accurate costs for each unit or build run
• Receive full batch and serial number traceability
• Specify structures for different sub-assemblies and components using lists, including ability to specify raw materials, components and processes for that Bill of Materials
• Use in a range of different applications: apply materials, labour, machine, tooling, sub-contract and piece work costs
• Easily estimate production capabilities, using the trial kitting tool to check whether you have sufficient stock to build the Bill of Materials required

The Manufacturing module is an optional module (Professional only) that covers the entire manufacturing process.

• It covers the planning, order processing, materials and stock management.
• Standardise and streamline production scheduling so you can coordinate your distribution channels and get automated reports
• Support assembly, repackaging of bulk items, resource planning, and scheduling work and materials
• Reduce costs and delivery times, helping you improve productivity by monitoring production processes and tracking components through the whole manufacturing cycle
• Built in scheduling solution that will help you assess potential production issues and produce flexible schedules
• Accurate resource planning to help identify potential areas for savings and reduce the cost of production
• Share manufacturing data across the whole of your business so employees have access to accurate, timely information
• Keep up to date with the latest regulatory requirements by monitoring quality standards in line with regulations such as ISO
• Trace serial numbers and batches back to suppliers and key components

Excelerator (Professional only) is a powerful Excel add-in that creates seamless two-way integration between Excel and Sage 200cloud.

With the click of a button, data is validated and updated to Sage 200cloud with complete accuracy, cutting data processing costs by up to 50%.

• Harness the familiarity of Excel to securely edit and create journals, invoices, orders, stock items, and much more, in a simple, intuitive way
• Save time and money, and improve data accuracy
• Obtain better quality business insight
• Cut data processing costs
• Quick to install and simple to use

The Reports and Data Manager tool (Professional only) allows you to report on and analyse customer and sales order data.

This module is complementary to the Sage 200cloud Excel reporting tool once a Sage 200cloud web user has been purchased.

• Extract data quickly with a single click and then slice and dice with pre-defined filters, allowing you to format, pivot and run deeper analysis
• Get out-of-the-box workbooks containing multiple worksheets that allow you to present customer and sales order data in charts and tables
• Use any of the standard Excel features to view and analyse your sales data
• Customise views with a powerful graphical query builder and tailor your worksheets by adding customer and sales order data quickly and easily
• Simple to install and configure, with no need for existing knowledge of Sage 200cloud.

Sage Inventory Advisor (Professional only) is a cloud application that seamlessly integrates with Sage 200cloud.

It is the perfect solution for companies who are looking to reduce excess inventory and free up working capital, while minimising stock-outs, and increasing revenue.

• Provides visibility of inventory levels and investment, produces quality forecasts, and optimal replenishment recommendations
• Visual dashboards display overall inventory performance and provide early warning of items needing attention
• Reduce excess inventory by 10-15%
• Minimise stock-outs and improve fill rate by 2-10%
• Reduce time spent on forecasting by up to 50%
• Produce orders at the click of a button

Sage Payments* is an optional module which allows you to submit all your domestic and international payments directly from Sage 200cloud.

Get more control over your payments and easily manage your outgoings to help your cash flow:

• Manage and make supplier payments straight from your software
• Seamless integration with Sage 200cloud
• Be confident that your suppliers will be paid accurately, securely and on time
• Access anywhere – view payments information on your mobile or tablet device

* The Sage Payments service is provided by Sage Payments (UK) Ltd, which is authorised by the Financial Conduct Authority under the Electronic Money Regulations 2011 (Register Reference: 900180) for the issuing of electronic money. Prices start from £10 per month; applications are subject to approval.

Sage 200cloud is built upon industry standard relational database technology and is designed to deal with multiple transactions. It provides a number of benefits including scalability, security and improved data integration with other applications such as Microsoft Excel giving you control over how long you store the data for each customer, supplier and nominal account.

Sage 50cloud is recommended for a maximum of 6 concurrent users and uses a basic database limiting staff from performing multiple activities at the same time. Sage 200cloud however, has the latest Microsoft SQL Server which has been successfully tested with 50 concurrent users using the system at the same time.

Sage 50cloud handles multiple currencies using a basic method and one exchange rate can be defined for each foreign currency transaction. Sage 200cloud however, offers period exchange rates to link exchange rates to dates. This removes the need to manually change the rate on each transaction.

Accurate reports are paramount to any business. Sage 50cloud does not provide business analysis and neither does it report on customer trends or even address problems before they happen. Sage 200cloud Professional includes Business Intelligence as standard which enables you to access data quickly, providing you with greater reporting capabilities and analysis to help gain competitive advantage.

Sage 50cloud users may experience difficulty closing an account after month end. However, Sage 200cloud provides you with the flexibility to close or open accounts defining the length of each accounting period. This prevents users from entering information in the wrong accounting period.

Sage 50cloud restricts users from applying multiple discount schemes to customer groups. Sage 200cloud commercials module provides you with a complete pricing matrix, managing a range of discount schemes and price bands giving the flexibility to sell products in quantities to suit your different customers.