This Excel tool allows you to see features gained when upgrading through multi versions of Sage 200. Download here.
| Datasheet (Sage 200 Professional, Standard and Education) | Download >> |
| Datasheet (Sage 200 Professional, Standard and Education) | Download >> |
| Datasheet (Sage 200 Professional, Standard and Education) | Download >> |
| Datasheet (Sage 200 Professional, Standard and Education) | Download >> |
| Datasheet (Sage 200 Professional, Standard and Education) | Download >> |
| Datasheet (Sage 200 Professional, Standard and Education) | Download >> |
| Datasheet (Sage 200 Professional, Standard and Education) | Download >> |
| Datasheet (Standard / Sage for Education) | Download >> |
| Datasheet (Professional) | Download >> |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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
| Summer 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 |
| 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.
| 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 |
| 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 |
| 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) |
| 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 |
| 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 |