Set up stage 2: Review and complete setting up Sage 200cloud

To finish setting up Sage 200cloud you should review your settings, then complete some additional configuration tasks if they're relevant to your business.

Review your settings

You can make changes to your initial configuration even after you have completed and closed the Configuration Assistant and are now in Sage 200cloud. You can review all the information you have entered as part of the initial configuration from the options in the settings section of the menu.

Click on the name of the Configuration Assistant panel below to find out what you can update from it and where to go to make the changes.

Additional configuration

There may be some additional configuration steps that may want to undertake depending on which Sage 200cloud features you're using. This additional setup can be completed at any time, but we recommend that you check them out now as it may save you time later.

Invoicing and Sales Orders

If you're using invoices or sales orders, you'll also need to

  • Set user permissions. This determines the fields that users can view and amend on sales orders or invoices.
  • Set selling prices and discounts. This is where you set up your pricing and discount structure.
  • Set up records for your charges. If you regularly add charges to your sales orders for such things as insurance or carriage, you can set up records for these.

  • Invoice and credit note layouts. You can customise these if required.
  • Set up payment methods. You'll only need these if you need to able to record payments when entering orders and invoices.

See Setting up Sales Orders.

See Setting up Invoicing.

Purchase Orders

If you're using purchase orders you can also set up records for your charges. If you regularly add charges to your sales orders for such things as insurance or carriage, you can set up records for these.

See Setting up purchase orders.

Stock items

If you're using stock items you can also

  1. Use the stock settings to
    1. Choose to supply stock items direct from the supplier rather than via stock.
    2. Choose the method of profit calculation.
    3. Set up write off categories. Use these to report on the reasons stock items are written off.
    4. Set up internal areas. Use these to allocate stock to an internal department.
  2. Set up stock fulfilment methods. Decide how stock items are allocated to sales orders.

See Stock Control Settings.

e-Banking

e-Banking:

With e-Banking you can:

  • Import and reconcile bank statements.
  • Pay your suppliers electronically.

  • Pay your VAT Return electronically.

Firstly you must sign up to your bank's e-Banking service. Once you have done that and installed their tool you can configure Sage 200cloud.

See e-Banking.

Sage Pay

Sage Pay is an online card service provider similar to PayPal. When you subscribe to Sage Pay you can process card payments directly through Sage 200cloud. This enables your company to process card payments from customers directly via Sage 200cloud.

Once you have subscribed to SagePay, you 'll need to set up Sage 200cloud to link with your SagePay account and test whether transaction can be successfully posted.

See Take card payments using Sage Pay.

Supplier Payments

Supplier Payments introduces a new, easy and secure way to pay your suppliers or HMRC (for VAT) directly from Sage 200cloud.

A Supplier Payments account is a secure virtual wallet (also known as an e-wallet). You add funds to your Supplier Payments account, which has an e-money balance, and then use this to make approved payments directly from Sage 200cloud.

Before you can use Supplier Payments with Sage 200cloud, you must first apply for a Supplier Payments account.

See Salary and Supplier Payments.

Intrastat

If you need to submit an Intrastat declaration to the HMRC or Irish Revenue, you can do this from Sage 200cloud. To do this you must turn these features on for your stock items, sales orders and purchase orders.

See Intrastat declaration.

Analysis Codes

Analysis codes are extra pieces of information that you can use to improve your reporting and to compare different areas of your business. You can use analysis codes with your nominal accounts, customers, suppliers, sales documents, purchase documents, and stock items.

See Using analysis codes to customise and analyse your business.

Consolidated reporting

You can use the consolidation option in Sage 200cloud to produce management reports if your organisation is made up of several subsidiary companies.

If you're a multi academy trust, you can use consolidation in Sage 200cloud to create reports at trust level, such as the SOFA report, that include the required financial information for all the schools within the trust.

See Consolidated reporting.