Sage Forge Ahead

Sage 200 Extra 2016 – Available Now!

Sage 200 Extra 2016 has been built on direct customer feedback with customers telling us that getting cash into their business is key and that ease of use and becoming more productive on a daily basis is what matters to them. In addition, a new CRM connector and new features that are available on flexible, annual subscriptions give customers a lower cost of entry.

The new software delivers on Sage’s vision of an intuitive solution of flexible, integrated applications and services, that provide an excellent user experience. With that in mind, Sage 200 Extra 2016 has four key themes:

  • Sage Integrated Payments – including Bank Feeds and Sage Pay under the ‘Get Paid Faster’ campaign allows greater control of cash flow.
  • Sales, Marketing and Service for Sage 200 (formerly known as CRM) – a brand new connector simplifying the integration between Sage 200 and Sage CRM. A lighter integration with the ability to upgrade products independently of each other, giving the customer a far greater experience whilst reducing the cost of entry.
  • User experience enhancements – including new bank reconciliation, improved sales order processing and time limited price bands.

*Please click on any of the following links below to jump straight to the corresponding section of the page:

Sage Integrated Payments

Where to find it: Payments

Integration with Sage Payments means you can now pay your suppliers seamlessly from within Sage 200, and payments to 25 countries in 11 different currencies are now possible. Integration with Experian API pulls through required mandatory check information required by SIPS as part of the application process.

The above changes will enable SMEs to transfer the way they pay their suppliers by seamlessly synchronising and reconciling payments with their software to improve efficiency and accuracy. Human error will be reduced by removing the need to re-key information. Your customers will now have the confidence of accurate and fully audited payments accessible via a dashboard that supports better control of business cash flow. You can access Payments remotely at any time, on any device, offering customers the convenience of making an approving payments wherever they are. Migration of customers through the Sage portfolio will be supported, and one final benefit is faster on boarding with integration to Companies House to validate key information.

Bank Feeds

Where to find it: Cash Book

Yodlee bank feed has been adopted, enabling customers to automate bank transactions seamlessly with Sage 200. This new feature is offered to Sage 200 Extra Services customers as part of their annual subscription.

SMEs will improve their efficiency with seamless synchronisation and reconciliation of payments and transactions from their bank software. Again human error will be more easily avoided with an 80% reduction in manual data entry, and as with Sage Integrated Payments, this new feature will help you build trust with your customers who will be assured of an accurate and fully audited bank, Migration of customers is again supported.

Sage Pay – Get Paid Faster

Where to find it: Payments

Sage Pay ‘Get Paid Faster’ has been adopted to enable customers with pay now options on invoices. Payments can now be taken seamlessly into Sage 200, improving cash flow.

Payments can be taken faster at a very minimal cost, and you can control your cash flow and speed of payments more easily as a result of this enhancement. Human error is reduced and the ‘pay now’ buttons on your invoices, statements and letters will give your customer the option of paying instantly online via Direct Debit or PayPal. This new development offers you the highest level of security to ensure that your customer details are safe, and Free Advanced Fraud Screening is also included – in a nutshell, your business and your clientele are now given greater protection. Finally, integration to Sage 200 reduces time and errors.

Commitment Reporting

Where to find it: Purchasing

A user can now raise a purchase order and report on the committed cost before the order has been received or invoiced. Additionally, you can view actual costs and committed costs to establish committed spend.

Your user experience is improved due to the greater depth of reporting and analysis, and the increased control over expected cash flow and committed spend.

Report Category Budget Grouping

Where to find it: Nominal

Sage 200 now offers the functionality to hold a budget against a reporting category. You can select the required nominal codes in that category to make sure nominal budgets do not exceed or meet the category budget.

The depth of reporting and analysis has again been enhanced as result of this new feature. Minimisation of human error is once again a key benefit here, if you ensure nominal budgets march reporting categories. In addition, information is presented in a clearer format to assist in reconciliation.

New Bank Reconciliation Screen

Where to find it: Cash Book

A new bank reconciliation screen has been introduced with a split screen view to allow users to confirm reconciled selection.

This will provide greater ease of use, and again information is presented more clearly for reconciliation purposes. User error is reduced.

Create Return From Order

Where you can find it: Sales Order Processing

This new feature will allow you to create a Sales Return from an existing Sales Order. Highlighting a Sales Order and selecting New Return from order will populate the Return data.

Speed and efficiency is increased through greater speed of data entry. Sage have also taken into account improved usability with this enhancement, and human error is reduced by removing the need to re-key information.

Copy Order On Return

Where can you find it: Sales Order Processing

Within the Sales Return screen you can select Copy Order and the return form will be populated with the return data based on the selected Sales Order.

As with Create Return From Order, usability has improved with this added functionality, and the risk of human error has been reduced.

Predictive Text In Rapid Order Entry

Where to find it: Sales Order Processing

On a Rapid Order Entry predictive text is now supported to filter the selection list of available stock items.

This facilitates greater speed of data entry, and ease-of-use.

Override Negative Stock Option

Where to find it: Sales Order Processing

This new feature will allow stock to go into a negative allocation if the required quantity is not available, when raising a Sales Order via Rapid Order Entry. Product Group now has a flag ‘can over-allocate stock’.

Usability has been boosted, no longer having to re-key and amend information will minimize the risk of mistakes, and faster data entry has again been made possible.

Stock Analysis Codes

Where to find it: Stock Control

Stock records have been extended to include 20 Analysis Codes.

This will improve reporting and enquiries for stock control. Moreover greater depth of analysis will result from this development, and finally you will now be able to capture more data against individual stock records.

Support For Barcodes

Where to find it: Stock Control

The extension of stock records has also been necessary to include a Barcode. Barcodes are printed in Barcode 39 layout. If a different format is used this can be changed in Report Designer.

As well as improving your user experience, this means you can identify stock more easily.

Extended Data Import Routine

Where to find it: Stock Control

The import structure has also been enlarged to support Barcodes and Analysis Codes.

Migration of data across to Sage 200 Extra or Sage 200 Extra Online is now much more hassle-free, and more information can be stored in Sage 200 against Stock Records.

Limited Price Bands

Where to find it: Price Book

New Price Bands can be created as ‘Limited’, allowing you to select what Stock items you want to add to the Price Band rather than all stock items being added and the users requirement to remove stock.

The user is therefore handed greater control over what Stock items are added to each Price Band. On top of that, product quality and ease-of-use has been improved, while being able to add rather than remove required items will slicken the process.

Time Limited Price Lists

Where to find it: Price Book

Price Bands can now be created as Limited or Universal. Limited Price Bands can be flagged as Active, while they can also have ‘From’ and ‘To’ dates.

You will benefit from better price control on Sales Order entry, support for Promotional pricing by date, improved product quality, greater usability, and less human error as it is no longer necessary to re-key information.

New Price Book Settings

Where to find it: Price Book

These new settings have enabled support for Limited Price Bands, and the user can configure what discount options can be used.

Once again, the development team have factored in better product quality and ease-of-use in adding this feature.

Improved Cheque Printing Options

Where to find it: Price Book

When entering a Nominal Payment there is now an option to Print Cheque on Save. The default selection is controlled from Nominal Settings.

By being able to control whether the cheque is printed at transaction entry, your system will work more efficiently. Product quality and usability will both be upgraded.

Web Sales Order Entry

Where to find it: FaaS

Sage have enabled the ability to create a Sales Order record from an internet-connected device in real time, in this new release.

Efficiency of order entry will thus be increased, and orders can now be submitted regardless of a user’s location. Multi-browser support will be another advantage.

New Connected CRM

Where to find it: CRM

You can adopt the latest versions of Sage CRM as part of the new Sales, Marketing and Service module for Sage 200 Extra (this excludes Sage 200 Extra Online). A new connector for Sage 200 Extra and Sage CRM is now available. Independent upgrades of Sage 200 and Sage CRM are possible, while connector support will be offered to any Sage 200 users on the 2011 version or above.

Data can now be inputted in real time. This update to CRM will also facilitate greater flexibility and lower cost of entry, while it will be quicker and cheaper than ever to adopt the new functionality and versions,


The new API can be deployed with Sage 200 Extra – greater flexibility for development and integration to Sage 200 Extra has been a consideration.

Maintain SDK

You can maintain all the existing functionality of the existing SDK. Continued use by third party developers means that they can transition their third party applications to integrate with the latest version of Sage 200 Extra as soon as possible.

Updated Migration Tools

The Sage 50 to Sage 200 migration tool has been updated – its quality and robustness has been enhanced, and the overall migration experience will be improved.