What's new in Sage 200 Extra Online

Want to know what's coming next in Sage 200, or vote on new features?

Take a look at our Roadmap

Tip: If you can't see a new feature in the menu after an update, remember to authorise features for roles so that users can access the new feature.


Sage 200 Extra Online 2016 SP4

  • We've made some changes for businesses to use after the Brexit transition from 1 January 2021.

    • New VAT term for postponed VAT accounting, and two new default VAT rates.

    See Brexit transition (UK and Ireland).


Sage 200 Extra Online 2016 SP3 (RM)

  • Sage 200 has improved security by using TLS 1.2. This addresses vulnerabilities that were reported against TLS 1.0 / 1.1 and SSL.

Sage 200 Extra Online 2016 SP3 (Summer 2017)

Invoicing module - our most requested feature

Following feedback received from you, we are pleased to announce our new Invoicing module is available with this version. This is the most requested feature on our Ideas hub.

Invoicing introduces a new, easy and quick way for you to create invoices to send to your customers. This is great for creating invoices and credit notes with no despatch process.

This is ideal if:

  • You're a service business and don't want to keep records of stock.
  • You don't have a despatch process.
  • You don't have any lead time between orders placed and invoices sent out.
  • Your despatch process has already occurred and you don't want to record it in Sage 200.

Why use Invoicing?

  • Use our new grid entry form for easy and rapid data entry.
  • Add stock items or free text (plus charges and comments) depending on your organisation's processes.
  • As there's no despatch process, you can print or email your invoices straight away.
  • See all your invoices and credit notes together in one list for easy management.
  • You can also report on the profitability and use analysis codes for more in depth reporting.

Just open the Invoicing section from the menu and choose the Invoicing List.

Already using Sales Orders?

That's no problem. If you want to use Invoicing in preference to Sales Orders, just start creating invoices and credit notes in the Invoicing module. All your invoices and credit notes, from both Invoicing and Sales Orders, are shown on the Invoicing list, so you can easily manage both together. All your settings are shared between both modules, so there's no need to make any changes.

Other changes

What's New Description
System Settings

Invoice and credit note numbers moved to Invoice and Order settings.

  • Use exchange rates on invoice and orders moved to Invoice and Order settings
  • SOP Settings These have been renamed to Invoice and Order Settings. The settings apply to both the SOP and new Invoicing module. They can be access from both sections of the menu.
    New email layouts and email option

    New out of the box layouts have been created with the email setting predefined.

    Invoices can be emailed directly from a new button on the Invoicing list.

    Invoicing List All your invoices from both from the Invoicing and SOP modules can be seen on a single list.

    Read more about Invoicing

    Watch a video

    Rapid purchase invoice entry

    Want a new, faster way to enter your supplier invoices?

    You can now enter these on a single screen using a grid entry form. We've also added function keys so invoice entry can be totally driven from the keyboard for even faster data entry.

    Read more about Rapid Invoice Entry

    Watch a video

    Improved error corrections

    You can now make corrections to customer and supplier transactions from a single screen. Correcting and reversing transactions has been combined into a single option on the menu.

    You can now:

    • Change all the information on a transaction including the date, nominal account and amount.
    • Correct foreign currency invoices and credit notes.

    Read more about correcting posted customer transactions and correcting posted supplier transactions.

    Sales order progress

    You can now track the progress of orders in the Sales Order List to see when an order is:

    • Ready for allocation, and allocated.
    • Ready for printing order acknowledgement, and printed or amended.
    • Ready for despatch, and part or fully despatched.
    • Ready for invoice printing, and part or fully invoiced.
    • Part or fully cancelled.

    Watch a video

    Read more about Check the progress of sales orders.

    Improved budget reporting

    Budget reporting has been enhanced and improved:

    • Business managers can now track the budget for the whole organisation, using the new Budget Overview excel report.
    • Budget holders can see their budgets in real time using the My Budget Overview workspace. This can be accessed via a browser so budget holders don't have to be full Sage 200 users.
    • Managers and finance officers can report on and distribute budgets by cost centre and department using the new Budget Statement Breakdown reports. You can now add contact details against a cost centre and department and email directly to the relevant contact.

    Read more about reporting on budgets.

    Purchase requisitions

    The new purchase requisitions feature provides an easy way to enter requisitions, authorise them, and generate orders.

    You can enter and authorise requisitions when you're on the move using the Self Service web app. This means that you only need a web user licence, and don't need access to the full desktop app.

    Authorisation rules let you control who can authorise the requisitions, for example a budget owner can authorise any requisitions made against their budget. Budget owners can be set against a Combined Nominal Budget.

    You generate purchase orders from authorised requisitions in the both the desktop app and Self Service web app. Orders are generated efficiently, so multiple requisitions for an item from the same supplier can combined into a single order.

    Read more about purchase requisitions.

    Watch a video

    Hide customer and supplier accounts

    Got a list of supplier or customer accounts that you're no longer trading with? Have to add 'Do Not Use' as the customer or supplier name?

    Now you can hide these accounts so they're not displayed on the Customers or Suppliers list and not shown on lookup lists.

    This helps to prevent transactions being entered for these accounts in error and makes your lookup smaller and more efficient.

    Just choose the new Hidden status from the Amend status form.

    What's New Description

    Customer Account Status

    Supplier Account Status

    New Hidden status.

    New Reason text box - allows you to record the reason an account is On Hold or Hidden.

    Reports and Enquiries

    Details of hidden accounts are shown on:

    • Customer Account Enquiry
    • Accounts Not Active report
    • List of Accounts
    • Account Details

    See Change customer account status and Change supplier account status.

    Watch a video

    Analysis codes for nominal accounts

    Following feedback from you, we have extended analysis codes to include your nominal accounts.

    Analysis codes allow you to add information unique to your business to your accounts for more in depth reporting.

    Analysis codes have always been available to add to your customers, suppliers, stock items, sales and purchase orders. You can now set them up and add them to your nominal accounts as well.

    What's New Description
    Maintain analysis codes New form to add analysis codes to nominal accounts
    Nominal accounts New tab on Create and Amend nominal accounts.
    Reports and Enquiries

    Analysis codes have been added as criteria to the following reports:

    • List of Accounts
    • Account Analysis - Detailed and Summary
    • Transaction Listing - Current and Historical

    Analysis code columns have been added to:

    • Nominal List
    • Nominal Account Enquiry workspace.
    Import nominal accounts

    You can import analysis codes with new nominal accounts.

    See Import and export nominal account information.

    Read more about nominal analysis codes.

    Send report data to Excel from Report Designer

    You can now send any Sage 200 report data to Excel. This allows you to analyse data from your reports in a table format in Excel. You can then work with the data in Excel, such as filtering the information, or using pivot tables.

    This is different to the existing functionality to Export data to Excel.

    • Just click Data to Excel from the report preview.

      Note: You can't do this when the report is sent to the spooler first.

    For more information, watch Send report data to Excel with Report Designer (video).

    Excel reports

    We now include more Excel reports for free as part of Sage 200 Services, and additional reports are available with Sage 200 Services Extra.

    See Excel Reporting - list of reports.

    Other improvements from the ideas hub

    Improved access to reports from the Self Service web app

    Web users can now access reports from a separate tab in the Self Service web app.

    2nd Reference on Transaction Enquiry forms.

    A 2nd ref field has been added to customer and supplier transaction enquiry forms, allowing you to sort and find transactions using the 2nd ref.
    Additional new transaction types on Bank Reconciliation.
    • You can now enter the following transactions whilst reconciling your bank account:

      • Transfers between bank accounts.
      • Customer refunds (customer payments).
      • Supplier refunds (supplier receipts).

    Direct debits and standing orders due report

    Use this new report to find the outstanding value of SO and DD (Cash Book > Reports). Useful for working out your committed costs.

    Portrait versions of the aged debtors and aged creditors reports.

    Want to see your debtors or creditors reports printed portrait rather than landscape? Just come to Sage 200 from Sage 50 and prefer the 50 style reports?

    Open: Sales Ledger > Reports > Credit Control > Aged Debtors Report (Detailed) Portrait or Aged Debtors Report (Summary) Portrait.

    Open: Purchase Ledger > Reports > Payments Control > Aged Creditors Report (Detailed) Portrait or Aged Creditors Report (Summary) Portrait.

    Excel reports

    We now include more Excel reports for free as part of Sage 200 Services, and additional reports are available with Sage 200 Services Extra.

    See Excel Reporting - list of reports.