Sage 200 Financials: Features

Speed batch entry

Giving you the ability to enter large volumes of transactions and choose when to commit them to the ledgers.

Additionally, colour-coded alerts let you know if there’s a potential problem without stopping your workflow.

Foreign currency capability

You can trade with customers and suppliers outside of the UK and in any mixture of currencies. For example, you can produce foreign currency invoices, statements, receipts and payments and you can maintain currency-specific product pricing and discounts.

You can specify spot and/or period rates of exchange for each currency and all changes are recorded along with who made them.

All transactions are recorded in base currency with the exchange rate used, so you can closely track the effects of currency fluctuations over time.

Nominal cost centre and departmental analysis

You can attribute costs, analyse budgets and produce management reports, e.g. Balance Sheet and Profit and Loss, by department and cost centre.
You can also attribute individual transactions by your own analysis codes, for example, to track projects across departments and cost centres.

Group budgets

Making it easy for you to manage your subsidiary companies. Sage 200 Financials includes multi-company consolidated financial reporting and group budgeting capabilities.

Open or Closed Period Accounting

You can open, close and re-open periods as required, ledger by ledger; up to 20 periods can be set for each financial year. Access is tightly controlled by individual user permissions and there's a full history of who changed what and when.

Trading Periods

These can be set up to match the accounting periods if required, or have their own date range structure.
These date ranges can be set to suit your business, for example, you could measure sales performance on a weekly basis at busy times of the year and monthly at other times.

Comprehensive customer records

Store all the details on your customers for easy retrieval, with instant links to their sales orders.

Credit Management

A range of credit tools are supplied including debtors' letters, statement production, provisions for doubtful and bad debts and the ability to place customer accounts on hold.

Detailed credit information can be held against each customer/supplier record.

Automated payments

Sage 200 will suggest which payments to make to your suppliers in order to benefit from early settlement discounts

Sharing data for a unified view of the customer

The Sage 200 Suite helps your people access a more concise, accurate and complete view of your customers and their every interaction with your organisation. Information such as credit limits, buying patterns and queries are easily accessible – improving customer communication and service.

Effective process management

T he Sage 200 Suite includes the applications needed to manage information and processes in every part of your business.

For example, it supports you in managing the whole process of customer acquisition – from the initial marketing campaign and lead generation, through the quotation process to successfully winning the order – through to order fulfilment and flowing on to providing outstanding customer service in the future.

Fast return on investment

All the applications within the Suite can be quickly deployed and mapped to specific business requirements, ensuring that you are up and running quickly with software that’s right for your business.

Flexibility and choice

All components of the Sage 200 Suite are designed to work together, minimising interoperability issues. In addition, your business benefits from simplified ownership and a single point of contact and accountability.

Easy customisation

As well as having options to configure applications, in many cases the software can be customised fully by a Sage Business Partner to suit particular business processes.

Supporting industry-specific operations

Sage 200 supports operations specific to particular industries, notably construction, manufacturing, retail, wholesale and distribution, giving you access to wide range of software options and ensures that you benefit from fully integrated operations.

Better targeted marketing

Tools within Sage 200 CRM will allow customer and prospect data to be segmented based on key buying information, such as by product or seasonality, thus drive sales and make the best use of your marketing budget.

Improved pipeline management

Using the pipeline management functionality, sales teams will be able to effectively analyse and manage their sales pipeline, from first contact to final sale.

Workflow management

The ability to manage business processes from initial contact to product delivery and problem resolution.