A guide to new features introduced to Sage 200

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200427112404508

Last Modified Date:

Thu Oct 31 09:50:56 UTC 2024

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Case category//How do I...//setting up

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A guide to new features introduced to Sage 200

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This Excel tool allows you to see features gained when upgrading through multi versions of Sage 200. Download here.

Sage 200 2024 R2

Datasheet (Sage 200 Professional, Standard and Education)

Sage 200 2024 R1

Datasheet (Sage 200 Professional, Standard and Education)

Sage 200 2023 R2

Datasheet (Sage 200 Professional, Standard and Education)

Sage 200 2023 R1

Datasheet (Sage 200 Professional, Standard and Education)

Sage 200 2022 R2

Datasheet (Sage 200 Professional, Standard and Education)

Sage 200 2022 R1

Datasheet (Standard / Sage for Education)	Download >>
Datasheet (Professional)	Download >>

Sage 200 2021 R3

Module	Feature	Enhancement
API (Integration)	Extended API fields to support newly launched web accessible forms	200 Standard / Sage for Education
Commercials (Sales Orders)	Item line discount view on Sales Orders (does not apply to orders raised before installation of 2021 R3)	200 Standard / Sage for Education
Commercials (Quotations)	Cross Selling, Alternative & Suggested Items for Quotes (Web Screens only)	200 Standard / Sage for Education
Commercials (Quotations)	Web (Browser) accessible forms for Quotations: SOP List, Create/View and Amend Quotes	200 Standard / Sage for Education
Commercials (Sales Orders)	Web (Browser) accessible forms for Sales Order Processing: SOP List, Create/View and Amend Order	200 Standard / Sage for Education

Sage 200 2021 R2

Module	Feature	Enhancement
API	Extended API fields to support newly launch web accessible forms	200 Standard / Sage for Education
Commercials	Web (Browser) accessible forms for Maintenance areas: Warehouse list	200 Standard / Sage for Education
Financials	Web (Browser) accessible forms for Cashbook: Interbank transfer, Bank Account List	200 Standard / Sage for Education
Financials	Web (Browser) accessible forms for Nominal: Nominal Ledger List	200 Standard / Sage for Education

Sage 200 2021 R1

Module	Feature	Enhancement
Commercials	Web (Browser) accessible forms for Maintenance areas: Warehouse list	200 Professional
Commercials	Web (Browser) accessible forms for Sales order processing: Customer Price Enquiry	200 Professional
Financials	Web (Browser) accessible forms for Settings features: Sales Ledger/Purchase Ledger settings	200 Professional
Financials	Web (Browser) accessible forms for Cashbook: Bank account transaction enquiry, Interbank transfer, Bank Account List	200 Professional
Financials	Web (Browser) accessible forms for Nominal Ledger: Nominal Account (Create/Amend/View), Nominal Transaction Enquiry, Nominal Ledger List	200 Professional
Financials	Web (Browser) accessible forms for Sales Ledger: Sales Payment/Receipt, Maintain Customer status, transaction enquiry, Sales Invoice/Credit, Customer List, Customer Account (Create/Amend/View), Sales Ledger Settings	200 Professional
Financials	Web (Browser) accessible forms for Purchase Ledger: Purchase Payment/Receipt, Maintain supplier status, transaction enquiry, authorise supplier transaction, Purchase Invoice/Credit, Supplier List, Supplier Account (Create/Amend/View), Purchase Ledger Settings	200 Professional
Commercials	Web (Browser) accessible forms for Stock: Manage Stock take, transfer stock, Stock Record (Create/Amend/Duplicate & View), view stock item balances, stock buying prices, stock item supplier & locations, stock list, view stock item history, view month trading figures, stock location	200 Professional
API	Extended API fields to support newly launch web accessible forms	200 Professional
All	Automatically deploy the Sage 200 product via the Sage Provisioning Portal into a subscription owned and managed via a partners Azure subscription	200 Professional
API	Extended API fields to support newly launch web accessible forms	200 Standard / Sage for Education
Commercials	Web (Browser) accessible forms for Stock Ledger: Amend/Create & View Stock Record/Stock Location/Stock Item Supplier/Duplicate Stock Record	200 Standard / Sage for Education
All	Web (Browser) accessible forms for Settings/Maintenance: Sales Ledger & Purchase Ledger Settings	200 Standard / Sage for Education
Financials	Web (Browser) accessible forms for Nominal Ledger: Amend/Create & View Nominal Record	200 Standard / Sage for Education
Financials	Web (Browser) accessible forms for Purchase Ledger: Supplier Record Memo Tab	200 Standard / Sage for Education
Financials	Web (Browser) accessible forms for Sales Ledger: Customer Record Memo/ Customer Record Alerts	200 Standard / Sage for Education

Sage 200 2020 R4

Module	Feature	Enhancement
Brexit	Variety of features to support Postponed Accounting for UK & Ireland, Country Codes and more	200 Standard / Sage for Education
Commercials	Web (Browser) accessible forms for Stock: View Stock Item History & View Monthly Trading Figures	200 Standard / Sage for Education
Financials	Web (Browser) accessible forms for Cashbook: Bank Account Transaction Enquiry	200 Standard / Sage for Education
Financials	Web (Browser) accessible forms for Nominal Ledger: Nominal Transaction Enquiry	200 Standard / Sage for Education
API	Extended API fields to support newly launch web accessible forms	200 Standard / Sage for Education
Financials	Introducing Opayo, the new name for SagePay	200 Standard / Sage for Education

Sage 200 2020 R3

Module	Feature	Enhancement
Financials	Sales Ledger: Web (Browser) accessible forms for Sales Ledger: Invoice & Credit Note	200 Standard / Sage for Education
Financials	Purchase Ledger: Web (Browser) accessible forms for Purchase Ledger: Invoice & Credit Note	200 Standard / Sage for Education
Financials	Sales Ledger / Purchase Ledger: Updates to Web (Browser) accessible forms: Customer & Supplier transaction enquiry form	200 Standard / Sage for Education
Commercials	Stock: Web (Browser) accessible forms for Stock: View stock buying prices	200 Standard / Sage for Education
Commercials	Stock: Updates to Web (Browser) accessible forms: Stock take	200 Standard / Sage for Education
API	Integration: Extended API fields to support newly launch web accessible forms	200 Standard / Sage for Education
Migration	All: Delivery of migration tool for Sage 50cloud to Sage 200 Standard. Options are records or records & opening balances	200 Standard / Sage for Education

Sage 200 2020 R2

Module	Feature	Enhancement
Brexit	Variety of features to support Postponed Accounting for UK & Ireland, Country Codes and more	2020 R2
Financials	Introducing Opayo, the new name for SagePay	2020 R2
API	Integration: Extended API fields to support newly launch web accessible forms	200 Standard / Sage for Education
Financials	Sales Ledger: Web (Browser) accessible forms for Sales Ledger inc Payment, Receipt, Account (New/ Amend/ View), Status,Transaction Enquiry, Customer Price Enquiry	200 Standard / Sage for Education
Financials	Purchase Ledger: Web (Browser) accessible forms for Purchase Ledger inc Payment, Receipt, Account (New/ Amend/ View), Status, Authorise transaction	200 Standard / Sage for Education
Commercials	Stock: Web (Browser) accessible forms for Stock inc Manage stock take, Transfer stock & view item balances	200 Standard / Sage for Education

Sage 200 2020 R1

Module	Feature	Enhancement
O365	Microsoft 365: New connectors for Power Automate/ Power Apps	2020 R1
O365	Changes to the onboarding journey for Power BI & Sage Contact App	2020 R1
O365	New variants of Microsoft 365 tested for support	2020 R1
CRM	Latest version of CRM adopted - 2020 R1	2020 R1
Sage ID	Updated to adopt latest version of Sage ID	2020 R1
Banking	Adoption of latest technology to support Open Banking	2020 R1
Financials	Updates to MTD & Internet Submissions Module	2020 R1
All	SQL 2019 tested platform	2020 R1

Sage 200 Summer 2019

Module	Feature	Enhancement
Commercials	Commodity Code - Field extended to 10 characters	Summer 2019
Commercials	Microsoft Power Automate - Purchase Requisition Notification	Summer 2019
Financials	Microsoft Power Automate - Notification for Supplier Bank account changes	Summer 2019
All	Extending the Sage 200 API - visit our Developer What's New	Summer 2019
All	Sign up to the API via Azure Active Directory (AAD)	Summer 2019
All	Construction Industry Scheme - updates for compliance	Summer 2019
Financials	Bank Reconciliation - Part Reconconcile transactions and URN on screen	Summer 2019
Financials	Customer & Supplier contact details available on list	Summer 2019
Financials	Document Capture - new areas	Summer 2019

Sage 200 Spring 2019

Module	Feature	Enhancement
Commercials	Stock- Import routine improvements, ability to update existing as well as import new	Spring 2019
Financials	Customers, Suppliers & Nominal - Import routine improvements, ability to update existing as well as import new	Spring 2019
Financials	Open / Close all ledgers for an entire period	Spring 2019
Financials	Restrict Supplier Bank Details - controlled via access rights	Spring 2019
Financials	Reprint Supplier Remittance	Spring 2019
Microsoft 365	Power BI	Spring 2019

Sage 200 Winter 2018

Module	Feature	Enhancement
Commercials	GoCardless Full Launch	Winter 2018
Commercials	Purchase Requisition Authorisation Improvements	Winter 2018
Commercials	Warehouse on free text items	Winter 2018
Financials / Commercials	Improved Audit Capability	Winter 2018
Financials	Making Tax Digital - updates for compliance	Winter 2018
Microsoft 365	Microsoft Power Apps & Power Automate Connectivity	Winter 2018

Sage 200 Summer 2018

Module	Feature	Enhancement
All	Remastered version, released March 2020 to include updates for connected services including Sage ID & TLS	Summer 2018 (Remastered)
Platform	Payment Integration with Stripe and Paypal	Summer 2018
Platform	Go Cardless Preview	Summer 2018
Sales Order Processing	Cross Selling & Suggested Items	Summer 2018
Sales Ledger	Customer Alerts	Summer 2018
Purchase Ledger	Document Capture	Summer 2018
Sales and Purchase Ledger	Skype Integration	Summer 2018
Google Maps Integration	Sales and Purchase Ledger	Summer 2018
Platform	Spooler Enhancements	Summer 2018
Nominal Ledger	Improved VAT 126 NOTE:Note: Only applicable to Sage 200 Education	Summer 2018

Sage 200 Spring 2018

Module	Feature	Enhancement
Multiple	Hide redundant nominal and cash book accounts	Spring 2018
Commercials	Convert quote to proforma	Spring 2018
All	Licence warning	Spring 2018
Multiple	General Data Protection Regulation support	Spring 2018
Financials	Making Tax Digital ready - HMRC beta	Spring 2018
Platform	Pegg - Chat bot retired from 1st July 2020	Spring 2018
CRM	Adopt latest version of CRM (2018 R2)	Spring 2018
Multiple	Automatic refresh list	Spring 2018

Sage 200 Winter 2017

Module	Feature	Enhancement
Reporting	Outlook 365 - Contacts	Winter 2017
Reporting	Outlook 365 - Documents to OneDrive	Winter 2017
Financials	Cost centre and department contacts	Winter 2017
CRM	Adopt CRM v2017 R3	Winter 2017
Commercials	Check budget	Winter 2017
Excel Reporting	Budgets versus Actual report¹	Winter 2017
Financials	Sage Bank Feeds authorisation rules	Winter 2017
Financials	Budget history	Winter 2017

¹ - Available with Sage 200 Services Extra.

Sage 200 Summer 2017

Module	Feature	Enhancement
All	Remastered version, released March 2020 to include updates for connected services including Sage ID & TLS	Summer 2017 (Remastered)
Commercials	Purchase Requisition	Summer 2017
Commercials	SOP Order Header Status	Summer 2017
Financials	Hide Sales Ledger and Purchase Ledger accounts	Summer 2017
Financials	Analysis codes in Nominal Ledger	Summer 2017
Financials	Invoicing module	Summer 2017
Financials	Combined Nominal Budgets	Summer 2017
Financials	Budget Reporting - SRD - SDO/DD Reporting	Summer 2017
Financials	Budget Reporting - SRD Budget detail report	Summer 2017
Financials	Budget Reporting - My Budget Workspace	Summer 2017
Financials	Budget Reporting - Excel report	Summer 2017
Financials	Error Corrections on Trader transactions	Summer 2017
Financials	Rapid data entry grid for purchase invoices	Summer 2017
Financials	2nd Reference on transaction enquiry screens	Summer 2017
Financials	Additional transactions added to Bank Reconciliation screen	Summer 2017
Financials	Direct Bank Feeds	Summer 2017
Performance	Freezing of Assemblies - allows third parties to potentially test only and not recompile code	Summer 2017
Performance	Click-once install	Summer 2017
Performance	Focus on resolution of known issues	Summer 2017
CRM	Latest version of CRM adopted - version 2017 R2	Summer 2017
API	New operations added	Summer 2017
Reporting	Adopt latest version of Report Designer	Summer 2017

Sage 200 Professional 2016

Module	Feature	Enhancement
All	Remastered version, released March 2020 to include updates for connected services including Sage ID & TLS	2016 Professional (Remastered)
Financials	Sage Integrated Payments	2016 Professional
Financials	Bank Feeds via Yodlee	2016 Professional
Financials	Report Category budget grouping - ability to hold budget against report category and select associated nominals	2016 Professional
Financials	Print cheque option available on save of nominal postings	2016 Professional
Financials	New bank reconciliation screen adopted from Sage 50 Accounts	2016 Professional
Commercials	Commitment reporting for raising of PO's	2016 Professional
Commercials	Create a Sales Return from a Sales Order	2016 Professional
Commercials	Copy a Sales Order when entering a Sales Return	2016 Professional
Commercials	Predictive text when entering a rapid orders	2016 Professional
Commercials	Override negative stock option on rapid order entry allowing allocations to proceed	2016 Professional
Commercials	Stock analysis codes available - 20 codes	2016 Professional
Commercials	Barcode field added to stock record	2016 Professional
Commercials	Extended data import routine to include barcode and analysis codes	2016 Professional
Commercials	Limited price bands so user can add codes rather than all being added	2016 Professional
Commercials	Time limited price lists to process correct price based on date its entered	2016 Professional
Commercials	Price book settings to support new limited price bands	2016 Professional
API	New Web Sales order entry available with API	2016 Professional
API	Sage 200 Web API introduced	2016 Professional
CRM	Latest version of CRM adopted - version 7.3	2016 Professional
CRM	New Sales, Marketing and Service module for Sage 200 Professional - Connected CRM	2016 Professional

Sage 200 Professional 2015

Module	Feature
Financials	Fixed Asset Register
Financials	Useability enhancements - Nominal Error Correction
Main Menu	New user interface
Main Menu	Summary Pages
Main Menu	Brand New Desktop
Main Menu	New Application Homepage
Main Menu	Brand New Menu System
Main Menu	Favourites
Main Menu	New Desktop Lists
Main Menu	Early settlement discount - full compatibility
Main Menu	Colour-coded companies
Main Menu	Activity bar
Main Menu	Useability enhancements - Increased Narrative
Main Menu	Useability enhancements - Retaining Screen Settings
Main Menu	Sage Ideas Portal
Main Menu	Opayo (Formerly Sage Pay) Update
Main Menu	Support for new platforms
Project Accounting	Project Accounting - Work in Progress
Reporting	Excel Reporting
Workspaces	Workspace Improvements (performance and usability)

Sage 200 Professional 2013 R2

Module	Feature
Commercials	Enter project analysis for standard items
Main menu	Sage 200 Extra Online
Project Accounting	New filters and criteria included for filters with Project Enquiries
Project Accounting	New Postings tab in Project Accounting Settings. This contains default nominals for Project Accounting postings
Reporting	Various new fields have been added to analysis and transaction reports
Workspaces	Query Editor
Workspaces	Content Part Designer

Sage 200 Professional 2013

Module	Feature
CRM	Marketing groups by purchase history
CRM	Cross-browser support
Financials	Cash flow forecasting reporting
Financials	Enhanced imports to support five-year budgets
Financials	Free text credit note
Financials	Short term cash projection
Main menu	Windows 8 and Microsoft 365 support
Main menu	Sage 200 light user available
Main menu	Single sign-on for Sage 200 Professional
Main menu	New Workspace presentation
Performance	Sage 200 Extra Online

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