More of your Sage 200c questions, answered
See some more of the FAQ's on Sage 200c
1. Rapid Purchase Invoices - is it like the feature in Sage 50?
Yes! If you are familiar with Sage 50, then you will already know how great this feature is. You can now enter several purchase invoices from a single grid. So, let's say you have a batch of 30 invoices to post - you can simply go to the Rapid Purchase Invoice Entry screen and start entering the transactions line by line for different suppliers or you may enter the same invoice over a few lines if you have different nominal codes or VAT rates.
You can also use the Hot Keys, so super speedy typers can get the job done very fast. e.g. F2 will change the exchange rate, F6 will copy a cell etc etc.
You can also save yourself some headaches by checking for duplicates! So you can check to see if you had previously entered a transaction with the same reference. How handy is that?!
2. How does the new Sales Order statuses work?
Up until now, you had two statuses - Live and Completed. Now you have much greater visibility as to the status of each Sales Order transaction.
- Ready for Allocation
- Allocated (Part or Full)
- Acknowledgement (if turned on - Not printed, printed, amended since last printed)
- Ready for Despatch
- Despatched (Part or Full)
- Ready for Invoice Printing
- Invoiced (Part or Full)
- Cancelled (Part or Full)
You will be able to easily see the status of each transaction using your List Views, which can be customised to show only the columns that are relevant to you.
We have had a big Thumbs Up on this feature from existing clients in the wholesale/distribution sector.
3. Can I make customers and suppliers inactive?
Yes, you can do this now. The existing On Hold feature remains in place, but now you can also hide accounts. This will remove the customer/supplier account from lists to prevent you from selecting the account in error. This is typically used for companies that you are no longer trading with.
Don't worry though, these hidden accounts are not lost. You can see them when you do a Customer/Supplier Account Enquiry and you can also access them via the "Accounts Not Active" report.
4. What is the benefit of the new combined budgets feature?
There are two main uses for this new feature:
a. Group Nominal Codes together to report on the rolled-up totals
So, the combined budget now allows you to group together any combination of nominal accounts and report on the rolled up total budget of all these accounts against the rolled up actual total balance (and any committed costs). This also helps you to check that the budget figures you've set for each nominal account are correct by showing you how much of the overall combined budget has been allocated to the nominal accounts.
b. Set a budget owner
In our Part I FAQ, we talked about the new Purchase Requisitions feature. You can enter Purchase Requisitions against combined budgets with the budget owner as the authoriser.
Budget owners can also use the My Budgets Overview workspace to check actual spend against the budgets where they are set as the Budget Ower, while Finance Managers can use the reporting functionality to track the actual spend against budget.
5. Is it possible to post error corrections to a closed period?
This depends on your settings in Sage 200. It is not possible as long as you have your transaction date validation switched on not to allow postings into closed periods.
Feel free to post comments or questions....