What's new in the Sage 200 Web Portal

Here you can find out what's new in the Web Portal. If you're looking for the desktop app, see what's new in the desktop app (opens in a new tab).

Coming soon

To find out what's coming next in Sage 200, take a look at our Roadmap (opens in a new tab).

If there's something you'd like to see in Sage 200, tell us about it on the Sage 200 UKI Ideas Portal (opens in a new tab).

Tip: If you can't see a new feature in the menu after an update, remember to assign access to users by including the feature in their role in System Administration.

Update 23/02/2024 - 2024 R1

New features in the Web Portal

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

Purchase orders

Create, amend and view purchase orders.

See Create, amend or view a purchase order.
View details about each stage of the purchase order process in the Purchase Order List.

See Check the progress of purchase orders.

Update 25/08/2023 - 2023 R2

New features in the Web Portal

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

Web Extensions and customisation

You can now customise web screens using two different methods:

You can customise web screens directly in the Web Portal by using Web Extensions.

Web screens can be customised by using a JSON schema file, without having to write complex JavaScript.

See Web Extensions.
You can use the SDK tools to bundle a range of customisations directly into an SDBX Package. You can then distribute the SDBX package so it can be installed as an add-on using System Administration.

This feature also allows for greater flexibility when writing customisations, as you can include other JavaScript libraries, and write customisations in JavaScript.

Note: This functionality is only available to members of the UK Developer Programme.

To learn more about producing your own customised web screens, visit the Sage Developer site (opens in a new tab).

General

If there are any warnings or errors when you're entering information on a web screen with tabs, these will be displayed in the tab heading so you can easily find them.

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. (opens in a new tab)

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. (opens in a new tab)

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 2022 R1. (opens in a new tab)

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 start using the Web Portal, you can open it from the desktop app using Tools > Show Web Portal in Browser.

To set up the Web Portal and use it externally, see Set up access to the Web Portal (opens in a new tab).
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. (opens in a new tab)

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).