Hide redundant nominal and cash book accounts |
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What | - Mark nominal and cash book accounts to indicate that they cannot be selected by the user during data entry.
- Drop down account selection lists exclude hidden accounts.
- Hidden accounts till available for reports (but can be suppressed using filter).
- Filter account lists to suppress hidden accounts.
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Explanation | - The account selection drop downs filter out accounts marked as hidden.
- Hidden accounts treated as invalid if entered directly.
- Non-existent accounts treated as invalid if entered directly.
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Benefits | - Simplify data entry by reducing number of accounts selectable.
- Save time at period end spent tracking posting errors.
- Remove the need to have accounts named "DO NOT USE" or similar on reports.
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Location in software | Financials, Commercials, Project Accounting & Manufacturing |
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Automatically Refresh List |
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What | - Completing a process updates the list associated with the process to include the newly created/amended record or the change of state.
- Clearly see the last time a list was refreshed and invoke a manual refresh.
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Explanation | - Processes are aware of list most relevant to them and trigger a refresh when they are completed.
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Benefits | - Remove doubts about the success of a process by visually confirming the impact of the process on the list presented.
- Filter the list to act as a “to do” list and see the items on the list reduce as the tasks are completed.
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Location in software | Financials, Commercials, Project Accounting |
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Convert Quote to Proforma |
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What | - Convert a quote to a proforma to collect payment prior to creating a sales order.
- Track a quote to the associated proforma and the resultant sales order.
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Explanation | - A new process is available to create a proforma from an invoice.
- New cross references have been added to link quotes, proformas and orders.
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Benefits | - Save time and avoid errors involved in manually re-keying data.
- Have Sage 200 reflect your desired business process.
- Track sales at each stage from quote to order.
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Location in software | Commercials |
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Licence warning |
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What | - Every user is currently warned every day for 60 days before the licence expires. The licence cannot be renewed until the Business Partner invoices the customer which is usually 30 days before the licence expires. The licence warning is within the top ten on the Ideas Portal and is a regular complaint from both customers and Business Partners.
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Explanation | - We have changed the licence warning to appear from 30 days of the licence expiring.
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Benefits | |
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Location in software | All |
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General Data Protection Regulation support |
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What | - Handle Subject Access Requests quickly by correcting, redacting or deleting personal data.
- Identify redundant customer and supplier records for deletion.
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Explanation | - Reports showing records containing data for a named person.
- Reports showing customers and suppliers who have not traded for a period of time.
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Benefits | - Quickly and easily take actions in your accounting data as required by your GDPR approach.
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Location in software | Financials, Commercials, Project Accounting and Manufacturing |
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Making Tax Digital ready – HMRC beta |
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What | - Register an interest in participating in the HMRC beta scheme relating to submitting VAT Returns under MTD rules.
- Once accepted into the beta schema, submit VAT Return under the MRT rules.
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Explanation | - Link in the software to register interest in the beta schema.
- Enable MTD VAT Return submissions.
- Submit VAT Return under MRD rules.
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Benefits | - Influence the direction of MTD by taking part in the HMRC beta scheme.
- Be reading early for the MRD deadline of April 2019.
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Location in software | Financials |
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CRM: Adopt latest version of CRM
| NOTE: Only applicable to Sage 200 Professional |
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What | - Integration with Sage CRM 2018 R2 which provides support for General Data Protection Regulation.
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Explanation | - Adopt the latest version of Sage CRM on premise.
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Benefits | - All the latest functionality from the latest release of CRM including GDPR support.
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Location in software | CRM |
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