Company details

Find this screen

Open: Settings > Organisational and Financial > Company Details.

How to

Set your company and contact details

Enter your legal company name, company address and contact details here.

These are printed on reports and letters produced from Sage 200.

Set your VAT registration details

Enter your VAT Registration number
Select the country in which you are registered for VAT.

The country code is used to determine the type of VAT Return produced.
- If you are registered for VAT in the UK, select GB - Great Britain. Sage 200 will now produce a UK VAT Return
- If you are registered for VAT in Ireland, select IE - Ireland. Sage 200 will now produce a VAT 3 file.
Note - warning
To be compliant with legislation and produce and accurate VAT return, we strongly recommend using the following combinations of country code and base currency in Sage 200:
- UK: VAT country code GB - Great Britain, and base currency GBP - Pounds Sterling.
- Ireland: VAT country code IE – Ireland, and base currency EUR - Euro.
Enter your EORI number if required.

To move goods into or outside of the EU you need an Economic Operator Registration and Identification (EORI) number. This applies to UK companies trading in the EU, and Irish companies trading outside the EU. See www.gov.uk/eori (opens in a new tab).

Set your education details

Choose whether you're a Maintained School or Academy. This sets:

Report Categories - to group nominal accounts on financial reports.
Cost Centres - for commonly used funds.
Departments based on your School Type:
- First, Middle or Primary = education year
- High, Secondary, or Sixth Form = subjects
Chart of Accounts:
- Maintained schools = the Chart of Accounts defined by your LEA. Additionally choose your Local Authority.
- Academies = a generic Chart of Accounts common for most schools.
SOFA Categories - Academies only. For grouping nominal accounts on the SOFA report.

Useful info

Changing your education details

You might need to change this if you weren't set up as Academy when you first configured Sage 200.

You can only produce a SOFA report from Sage 200 if you've selected Academy here.

If you change to an Academy:

Creates SOFA categories for you based on the recommendations in SORP 2015.:

These are special report categories that you add to any nominal accounts that need to be included on the SOFA report.

See a list of SOFA categories

Code	Description	Type	Category Type
SI01	Donations and capital grants	SOFA	Income
SI02	Transfer from local authority on conversion	SOFA	Income
SI03	Funding for the academy trust's educational operations	SOFA	Income
SI04	Provision of boarding activities	SOFA	Income
SI05	Other trading activities	SOFA	Income
SI06	Investments	SOFA	Income
SE01	Raising funds	SOFA	Expense
SE02	Academy trust educational operations	SOFA	Expense
SE03	Provision on boarding activities	SOFA	Expense
SE04	Other	SOFA	Expense
SX97	Transfers between funds	SOFA	Asset
SX98	Actuarial (losses)/gains on defined pension schemes	SOFA	Asset
SX99	Funds brought forward	SOFA	Asset

Creates additional 'academy specific' report categories, if they don't exist already. These are based on common categories used by most academies.

This just provides more report categories for you to use. The report categories previously provided 'out of the box' were based on CFR codes used by maintained schools.
Creates additional 'academy specific' cost centres based on the funds usually required by academies, if they don't exist already. You can use or change these as required.
Creates additional 'academy specific' departments based on your school type, if they don't exist already. You can use or change these, as required.
Creates new academy versions of the layout files used by the Income and Expense and Balance Sheet reports. Use the new layouts if you're also using the new report categories
Adds a new report and layout file for the Statement of Financial Activities (SOFA) report.

What happens when

I save the details

The updated company name and address details are used on all subsequent reports.

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