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 help.

Coming soon

Want to know what's coming next in Sage 200, or vote on new features?

Take a look at our Roadmap

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 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.


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.


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.


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.


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.

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.

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


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.

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.