Whether you are a new user of Sage 200, or a regular user wanting to get some extra tips and tricks, we have you covered. The first thing to know is that Sage 200 is suitable for small to medium-sized businesses, and can be tailored to fit the individual needs of any business. There are also two versions of Sage 200 – Sage 200 Professional and Sage 200 Standard.
Before we dive into Sage 200, here’s a quick breakdown of the difference between Professional and Standard:
Sage 200 has a complex hierarchy when it comes to programmes, so we will run through that first. Within Sage 200 there are core sections: Financials and Commercials. These feed into each other to give you the ability to create essential financial reports for your business.
As Sage is incredibly customisable, the modules you have access to may differ from those below, but they are the most commonly available:
Here at Reality Solutions, we do provide training for customers who use Sage 200, but here are some of our favourites.
Let’s start with the most useful… the question mark icon. This is available in the top, right corner of every screen within Sage 200. If you are unsure about any information you are seeing within Sage 200, click this and it will take you directly to Sage’s help section on their website. It will link you specifically to articles that may help you with the section of Sage 200 you are viewing.
For those who like reporting and analytics, this next tip is for you. When you run reports on Sage 200, it will be saved to something called the ‘spooler’. This can be accessed at the top right-hand corner of Sage 200, and the icon looks like a printer with a magnifying glass. From here, you can view any historical reports you have created, as well as printing or emailing reports.
The list views that you see in Sage 200 are completely customisable, simply right-click anywhere on the list and you can add/remove columns as you please. You can also drag the columns around to display them in an order that works best for you. It is worth noting that making changes to the list view will only affect your own Sage 200 system, everyone else will see their individual view.
The final tip we have for you Sage 200 users is to do with the menu. If you have a particular menu item that you use regularly, you can add this to your favourites to help save time. All you need to do is right-click on the function in the menu, and the option to add to your favourites is there. Once you have done this, to view your favourites click the star at the top and they will all be displayed.
We hope this blog has given you some useful tips for navigating Sage 200, if you have any more questions feel free to contact our expert team.
*This article contains general information in order to assist all of our customers and is meant for guidance only – there are no guarantees that the information we provide will be suitable for your particular needs. If you require specific assistance, we recommend that you seek professional guidance on your individual circumstances. Reality Solutions are in no way responsible for any loss or damage arising from any information contained within our articles.