Desktop toolbar

The desktop toolbar at the top of the screen contains the following options:

Icon Option Description
  Takes you to the home page.
 

You can right-click and choose Reset my Home Page or Show Application Home Page.

Note: This is only visible if the Navigation Area has been Maximised.

Unpin from Desktop

Unpins the navigation area and minimises it.

Note: This is only visible if the Navigation Area is Maximised and Pinned.

Pin to Desktop

Pins the navigation area to the desktop so that it remains visible as you work.

Note: This is only visible if the Navigation Area is Maximised and Unpinned.

Ideas Hub Takes you to our Ideas Hub where you can browse and add your own requests for the future of Sage 200.
Spooler

Opens the print spooler window. You can view, print, email or delete reports from the spooler An area in Sage 200 where you can save all your reports in a list, rather than sending them directly to the printer. The reports stay in the Spool list, until you choose to delete them. You can print them as often as you require..

Tip: Choose whether reports are sent to the spooler by using Tools > Output Mode.

Tools Opens the tools drop-down menu.
  Change company Select another company.
  User Login Status View who is currently logged onto Sage 200 and which users have been disconnected part-way through a session.
  Preferences

Select your desktop theme, change line spacing in desktop lists, or reset your desktop settings.

  Choose Output Mode

Choose how Sage 200 reports and documents are printed by default. You can send them to the printer, preview on-screen, or save them to the spooler to print later.

Tip: To view what is in the spooler, click .

  Choose Layouts Choose the layout that you want to use with Sage 200 documents and letters, such as invoices and purchase orders.
  Run Sage Report Designer Launch Report Designer.
  Run Workspace Designer

Launch the Workspace Designer.

  Installers Install Nominal Link Components and e-Banking Components.
  Show Workspaces in Browser

Launch the Self Service web app in a browser. See How to use the Self Service web app.

Note: To access the Self Service web app, you will need to be set up as a web user in System Administration.

 

Show Web Portal in Browser

Launch the Web Portal in a browser. See Open the Web Portal.

Note: To access the Web Portal, you will need to be set up as a web user in System Administration.

  About Sage 200 Find out the version of Sage 200 along with System information.
Favourites

Adds or removes the current desktop item as a favourite.

If the favourites button is unavailable , you cannot add the current item as a favourite.

Help Opens the Sage 200 Help.