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.

Coming soon

To find out what's coming next in Sage 200, take a look at our Roadmap.

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

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 31/10/2024 - 2024 R2

New features in the Web Portal

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

Sales orders

  • When you change the requested or promised dates for an order (or quotation), you can choose to update the dates for all the items in that order too.

General

  • We've increased the length of references from 20 to 40 characters, for customer transactions, supplier transactions and nominal transactions.

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

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.

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.

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

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

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.

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 button Tools > Show Web Portal in Browser.

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).