• Bank balances and transaction details will be available in near/real time once the customer has authorised their bank to do so.
• Direct bank feeds from the top high street banks flow straight into Sage 200 creating transactions within the bank feeds form.
• Users can create rules that enable automated matching, check and authorise transactions.
• Adoption of Yodlee bank feeds aggregator with Sage Bank Feeds.
• Supporting off boarding from Sage Bank Feeds.

• Direct bank feeds from your bank to Sage 200 coupled with user defined rules which enable automated bank reconciliation.
• Adoption of Yodlee as part of Sage Bank feeds and Sage 200 Services Standard.

• Secure, accurate and timely bank data flows seamlessly into Sage 200.
• Efficient processing of banking data removing the need to manually re-key data.
• Reduce human error by automating activity from your bank in to Sage 200.
• Improved user experience.
• Greater control over your data.
• Reduced cost of entry.

• View key financial information quickly and easily e.g. view outstanding balance, recent transactions, credit limit all within the familiar environment of Outlook.
• Easily find additional contact records at the same customer company.

• An Outlook plug in that pulls through the context of customers and suppliers within Microsoft O365.

• View the information need to make decisions and answer queries without the need to leave Outlook. Liberates data to the right people without the need to be a user of Sage 200.
• Work and collaborate anywhere with trusted applications such as Microsoft Outlook.
• Avoid the errors, duplications and omissions that occur with multiple separate contact lists.

• Introduced the ability to save documents and files to any configured location:
• Document storage is available for a set of user defined reports.
• In addition to the user specified production action (print, e-mail) a pdf version of the report will be stored silently to the chosen location. This is invoked when any print, e-mail, quick print button is used to produce an Invoice or Credit, either directly, or from preview.

• Configuration settings that allow customers to automate document storage to a location of their choice such as server, One Drive or Dropbox.

• Automated document storage.
• Fast effective cloud storage so documents can be retrieved anytime.

• Allows a user of Sage 200 to record multiple versions of a budget.
• All versions of budgets are available for reporting.

• When a budget is amended the system keeps a copy of the original budget as well as the revised.

• Quick and easy budget management.
• Reduce human error by removing need to re-key information.
• Greater usability.

• Allows the user to check the outstanding budget they have and what commitments are already in place when they are raising Purchase Orders.

• Validation of committed costs.

• Greater control of the overall spend by enabling decision making at the point of order entry.

• Enables users to effectively track budgets and variances.

• New Excel report available as part of Excel Reporting for Sage 200 within Services Extra.

• Greater tracking and analysis of budget.

• Users can now enter contact name, phone number and e-mail details against cost centres and departments.

• Record and track contacts per department or cost centre.

• Ability to email budget reports to the cost centre owner.

Note: Only applicable to 200 Professional

• Integration with Sage CRM 2017 R3

• Adopt Sage CRM 2017 R3

• All the latest functionality from this release of Sage CRM