What's new in the Sage 200 Web Portal

Update 24/02/2023 - 2023 R1

New features in the Web Portal

We're pleased to announce these features have been added to the Web Portal.

Customers and suppliers

• Set up alerts on a supplier account, to show messages when you deal with that supplier; for example, when you enter an order for that supplier.

  See Supplier alerts.

• You can now choose the default allocation date recorded for customer and supplier transactions. The allocation date for transactions can be set as either the date of the receipt/payment, or the date you record the allocation in Sage 200.

  To choose the default allocation date, see Default allocation date (customers) and Default allocation date (suppliers).

General

• If there is an active memo, Active is displayed next to the Memo tab.

Stock Control

• The stock item manufacturer's part number and the Supplier stock code have been increased in length from 40 to 60 characters.

Watch a video: Video: New features in Sage 200 2023 R1.

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Update 26/08/2022 - 2022 R2

New features in the Web Portal

We're pleased to announce these features have been added to the Web Portal.

Sales orders

• Confirm despatch of sales order goods and services.

  See Confirm despatch of goods and services.

• Add tracking and shipping information to a despatch, such as courier details, an Incoterm, and a reason for export.

  See Tracking and shipping information for a despatch.

Watch a video: Video: New features in Sage 200 2022 R2.

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Update 21/02/2022 - 2022 R1

New features in the Web Portal

Sales orders and quotations

• Create, amend and view sales orders.

• Create, amend and view quotations.

• Sales Order List.

General

• Changes that you make to lists, such as adding columns, will be remembered for the next time you use the list.

• Documents that you've printed can be viewed from the Spooler in PDF format.

Watch a video: Video: New features in Sage 200 Professional 2022 R1.

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Update 22/07/2021 - 2021 R1

Try our new Web Portal for Sage 200 Professional

You can now use some Sage 200 features using a web browser. It's great for when you're on the move, or away from your desktop PC. The Web Portal is designed for use on computers and tablets, and you can use it straight away without installing an app.

• To set up the Web Portal and use it externally, see Set up access to the Web Portal.
• To check what devices you can use, see System requirements for the Web Portal.

Watch a video: Video: New features in Sage 200 Professional 2021 R1.

What can I do in the Web Portal?

We've included the following features in the Web Portal. This is just the first release, and there will be more features to come!

Sales Ledger (customers)

• Create, amend and view customer accounts.

• Customer List.

• Change account status (hide or put on hold).

• Customer transaction enquiry.

• Enter customer payments (refunds) and receipts.

• Enter customer invoice.

• Enter customer credit note.

• Customer defaults and settings (Sales Ledger Settings).

Purchase Ledger (suppliers)

• Create, amend and view supplier accounts.

• Supplier List.

• Change account status (hide or put on hold).

• Supplier transaction enquiry.

• Enter supplier payments and receipts (refunds).

• Enter supplier invoice.

• Enter supplier credit note.

• Authorise purchase invoices and credit notes.

• Supplier defaults and settings (Purchase Ledger Settings).

Nominal Ledger

• Create, amend, and view nominal accounts.

• Nominal List.

• Nominal transaction enquiry.

Cash Book

• Bank Account List.

• Bank account transaction enquiry.

• Inter Account Transfer.

Stock Control

• Create, amend, and view stock items.

• Stock List.

• Perform a stocktake.

• Transfer stock.

• Stock item balances.

• Stock buying prices.

• Stock item suppliers.

• Stock item locations.

• Stock item history.

• Stock monthly trading figures.

• Warehouses List: Create, amend, and delete warehouses.

Sales Orders

• Customer price enquiry (stock item prices).