Set up the Self Service web app

Use the Self Service web app to access Sage 200cloud remotely via a web browser, such as:

  • Use workspaces to view data, and export data to Excel spreadsheets.
  • Run reports
  • Enter and authorise timesheets and expense claims.
  • Authorise purchase orders.
  • Enter and authorise purchase requisitions

The Self Service web app is automatically available with all deployments of Sage 200cloud.

Access the Self Service web app

You can access the Self Service web app if the Is Web user option is selected on your Sage 200cloud user account in System Administration.

The website is installed by default to an internal facing website, but you can set it up to be accessed externally on the web. See Set up external access to the Self Service web app.

  • To access the Self Service web app internally, you'll use a URL in the format:

    https://<Your Sage 200 file server>:10444/Sage200SelfService

  • To access the Self Service web app externally, you'll need to use the External Url for your Self Service web app.

    The External Url for your company is provided when you set up the Self Service web app in the Azure Active Directory admin center. To find your External Url, see Connect Sage 200cloud to your Microsoft 365 account.

    This will usually be in the format:

    https://sage200selfservice-<account name>.msappproxy.net/Sage200SelfService/

    When your browser asks you to sign in, use your local Windows account name and password details. Do not enter your Microsoft 365 account username and password details.

Tip: If you're a web user, you can create a desktop shortcut or bookmark to the Self Service web app URL. You don't have to have the Sage 200cloud desktop app installed.

Note: If you use the Sage 200cloud desktop app, you can also access the Self Service web app by selecting the Tools > Show Workspaces in Browser.

Set up the Self Service web app

Set up your web users

To access the Self Service web app, you must be set up as Sage 200cloud user and have the Is Web User option selected in your user properties.

Open: System Administration > Users | General.

Set up external access to the Self Service web app

To set up external access to the Self Service web app, you'll need to connect Sage 200cloud to your Microsoft 365 account, and set up the Self Service web app in the Azure Active Directory portal.

See Connect Sage 200cloud to your Microsoft 365 account.

Assign workspace features to roles

Access to the workspaces using both the Self Service web app and the desktop is controlled using the Workspaces features. You must be a member of a role with access to the relevant workspace features to see the workspaces in the Self Service web app. If you can access the workspace in the desktop application, you will also be able to do using the Self Service web app.

Some workspaces also have a limited number of actions when accessed from the Self Service web app, such as adding memos or viewing attachments. Each of these actions is also controlled by a feature in System Administration.

Set up the Self Service web app for timesheets and expense claims

The Self Service web app will use the same settings, resources and hierarchies, and projects that you set up in Project Accounting. As long as a you can enter timesheets and expense claims in Sage 200cloud Project Accounting, you will also be able to do so using the Self Service web app.

To enter and authorise timesheet and expense claims in the Self Service web app, you must assign additional features. You must also be set up as a Resource in Project Accounting.

Set up the Self Service web app to authorise purchase orders

To authorise purchase orders in the both the Self Service web app and Desktop app, you must have the relevant workspace features and Authorise Orders feature assigned to your role and be set up as an authoriser in the Purchase Order Processing module.

Set up web based sales orders

This allows you enter sales orders from anywhere, without having the desktop app installed. All the sales order permissions that are set in the desktop app, also apply to web based sales orders.

This is useful for any staff that need to create sales orders whilst they're away from the office.