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 the feature to users in the Sage 200 desktop.

Update 29/10/2024 - 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 05/02/2024 - 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 14/08/2023 - 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 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.

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 20/02/2023 - 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.

Analysis codes

  • We've increased the number of analysis codes from 5 to 20. So you can now use 20 analysis codes in each area.

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

Update 22/08/2022 - 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 28/02/2022 - 2022 R1

New features in the Web Portal

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

Sales orders and quotations

  • Add memos to sales orders and quotations.

  • Enter a payment with a sales order.

  • Add an expiry date to quotations, so you know how long it's valid for.

  • Set a quotation status of Lost, if a customer doesn't want to proceed with a quotation.

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 08/11/2021 - 2021 R3

New features in the Web Portal

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

Sales orders

  • Create, amend and view sales orders.

  • Create, amend and view quotations.

  • Sales Order List.

Watch a video: Video: New features in the Web Portal for Sage 200 Standard 2021 R3.

Update 22/07/2021 - 2021 R2

New features in the Web Portal

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

Stock Control

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

Nominal

  • Nominal List.

Cash Book

  • Bank Account List.

  • Inter Account Transfer.

Watch a video: Video: New features in the Web Portal for Sage 200 Standard 2021 R2.

Update 18/03/2021 - 2021 R1

New features in the Web Portal

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

Stock Control

  • Create, amend, and view stock items.

  • Stock item locations.

  • Stock item suppliers.

Nominal

  • Create, amend, and view nominal accounts.

Customers

  • Customer account alerts.

  • Customer account memos.

  • Customer defaults and settings.

Suppliers

  • Supplier account memos.

  • Supplier defaults and settings.

Watch a video: Video: New features in Stock Control for Sage 200 Standard 2021 R1.

Watch a video: Video: Nominal Ledger and additional features in Sage 200 Standard 2021 R1.

Update 14/12/2020 - 2020 R4

New features in the Web Portal

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

Cash Book

  • Bank account transaction enquiry.

Nominal

  • Nominal transaction enquiry.

Stock Control

  • Stock item history.

  • Stock monthly trading figures.

Watch a video: Video: New features in the Web Portal for Sage 200 Standard 2020 R4.

Update 02/11/2020 - 2020 R3

New features in the Web Portal

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

Customers

  • Enter customer invoice.
  • Enter customer credit note.

Suppliers

  • Enter supplier invoice.
  • Enter supplier credit note.

Stock control

  • Stock buying prices.

Watch a video: Video: New features in the Web Portal for Sage 200 Standard 2020 R3.

Improvements that you've suggested

Following feedback we received from you, we are pleased to announce these improvements:

  • Customer Transaction Enquiry and Supplier Transaction Enquiry - The transaction list now includes the Outstanding amount for transactions.

  • Manage Stocktake - Approve & Complete stocktake now shows the variance value for stock items.

Update 15/09/2020 - 2020 R2

Try our new Web Portal

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, just go to https://app.sage200.co.uk/Sage200WebPortal/ and log on with your Sage account.

Watch a video: Video: Accessing new features in the Web Portal

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!

Customers
  • Create, amend and view customer accounts.
  • Change account status (hide or put on hold).
  • Enter customer payments (refunds) and receipts.
  • Customer transaction enquiry.
  • Customer List.
Suppliers
  • Create, amend and view supplier accounts.
  • Change account status (hide or put on hold).
  • Enter supplier payments and receipts (refunds).
  • Supplier transaction enquiry.
  • Authorise purchase invoices and credit notes.
  • Supplier List.
Sales orders
  • Customer price enquiry (stock item prices).
Stock control
  • Perform a stocktake.
  • Transfer stock.
  • Stock item balances.
  • Stock List.

Watch a video: Video: Stock control new features