| What: | - Add Stripe and PayPal to our Pay Now feature.
- Enable customers to pay invoices using their Stripe or PayPal accounts.
- Transactions will automatically reconcile to the ledger.
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| Details: | - We've enhanced our Pay Now functionality to include additional Payment Providers.
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| Benefits: | - Easier for their end customer to pay their invoice.
- Improved cash flow.
- Quick and simple to customise invoices with the Pay Now button.
- Transactions will automatically reconcile to the ledger inclusive of transaction fees saving customers time and reducing manual reconciliation processes.
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| GoCardless Preview |
| What: | - Schedule and collect payments by Direct Debit from within Sage 200.
- This is a technology preview with enhanced functionality available in future Sage 200 releases.
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| Explanation: | - Sage have partnered with GoCardless a leading digital Direct Debit provider.
- End customers can be selected to take advantage of GoCardless via the Pay Now functionality.
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| Benefits: | - Set up Direct Debit from both invoices and directly within product.
- Remove the pain of late payment.
- Improved Cash Flo.
- Greater predictability of cash position.
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| Cross Selling & Suggested Items |
| What: | - Enhancements to the Sales Order Processing functionality.
- Prompt for cross-selling items.
- Prompt for suggested items.
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| Explanation: | - Cross-selling items are complementary items which are often sold together with another stock item.
- Suggested items show items that are specific to the customer such as frequently bought, recently bought or preferred items.
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| Benefits: | - Speed up the entering of a full sales order.
- Increased sales opportunity by identifying suggested or cross-selling items at the time the order is placed.
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| Customer Alerts |
| What: | - Set up a customer specific alert to notify Sage 200 users about relevant information for that customer.
- Multiple alerts can be configured per customer.
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| Explanation: | - Set up alerts on a customer account to show messages whenever you deal with that customers.
- Alerts are displayed when the customer account is selected.
- Alerts can be configured for display at various points associated with a customer for example when entering an Invoice.
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| Benefits: | - Present key customer information to Sage 200 users at the point of interaction with the customer.
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| Document Capture |
| What: | - Attach documents to purchase invoices and purchase credits.
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| Explanation: | - Attach invoices and other related documents to a purchase invoice or purchase credit.
- View attached documents during the purchase invoice authorisation process.
- Documents may be scanned, dragged from emails or loaded from a file.
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| Benefits: | - Improved auditability during purchase invoice authorisation.
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| Skype Integration |
| What: | - Ability to Skype customers and suppliers directly from within Sage 200.
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| Explanation: | - Select Skype for Business when viewing a customer or supplier account.
- Select the appropriate email where an account contains multiple emails.
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| Benefits: | - Improved communication with end customers.
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| Google Maps Integration |
| What: | - View a supplier or customer address using Google Map.
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| Explanation: | - When viewing a customer or supplier account, select Google Maps to show their location in a separate browser window.
- Select an appropriate address where multiple addressed exist.
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| Benefits: | - Easily locate customers.
- Get directions to your key customers.
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| Spooler Enhancements |
| What: | - Improved performance when viewing the spooler.
- Filtering of spooler details.
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| Explanation: | - Spooler items can now be filtered by report name, user, company, status or date range.
- Technical improvements to the spooler system greatly improve performance when retrieving spooler data.
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| Benefit | - Find documents faster by using the new filtering system.
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| Education Quick Wins Note: Only applicable to Sage 200 Education |
| What: | - Improved VAT 126 report.
- Purchase Authorisation.
- Improved Default Nominal Structure.
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| Explanation: | - Improvements have been made to the VAT 126 report to better reflect the needs of the Education sector.
- Education users will now be able to take advantage of existing purchase authorisation functionality.
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| Benefits: | - These features further enhance our Education offering.
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