This article is designed for both current and prospective customers of Sage 200 Standard and Sage for Education who need additional information about the software or may require additional services from an authorised Sage partner.
We've listed some common questions below which we hope will assist you with your query. In some cases, the information you need will be determined based on your current support provider (directly with Sage or one of our authorised business partners).
Description
What are Professional Services?
If you're looking to purchase Sage 200 Standard or Sage for Education, you may require assistance with getting started. For example, you wish to have someone to complete the initial setup and installation of the software, help you with your opening balances, create or amend some reports, or import some data from another system.
If you already use the software, you may decide you'd like some expert training, get some help with setting up a second company after upgrading your licence or require some assistance with running a year-end routine.
As these queries all involve some form of training or one-to-one interactions over several hours or days, we use our network of authorised Sage partners to deliver these services.
NOTE: For customers with a direct support contract with Sage, these queries would not be handled by our Technical Support team.
Do you need Professional Services?
There is a host of free content available via the help files on our website. These include step-by-step guides for commonly used routines, from creating a company, to processing a payment run and completing a bank reconciliation.
There's also a host of video tutorials available to take you through some examples of setting up records and processing regular transactions and amendments.
Remember, as part of your subscription to Sage 200, Sage 200 Services entitles you to up to three free custom report designs each year. You can also access the Report Library.
If you still feel you would benefit from booking Professional Services, please refer to the following sections of this article.
How to obtain support Direct customer (supported by Sage)
Whenever you need help, we always recommend you refer to our in-product help files in the first instance. You can also access them directly online via our help site. They contain walkthroughs, videos and detailed guidance across the entire software areas. If you're using Sage for Education, please use the filter at the bottom of the page to toggle the help files to reflect this variant of the software.
If you can't find what you need online, purchased your software directly from Sage and have not previously changed your support provider to that of one of our authorised partners, you can contact the Sage 200 Technical Support team on 0191 479 5999. Our team of experts will be happy to assist with any support needs and issues you may have. If you decide you need more detailed help such as further training, you can refer to the information below to help find an authorised Sage partner who can discuss these needs with you.
Partner-supported customer
If you purchased your software via an authorised Sage partner, please contact them in the normal manner. If you're not sure of the contact details, please refer to the details provided by your partner when you purchased the software. If you're not sure of the partner you purchased the software from, please contact us on 0191 479 5999 and we can confirm the name of your support provider.
Purchasing additional attributes (such as users or companies) Unless you specified you needed more at the start of your subscription, your software comes with a licence entitlement of one company and three users.
If you need to add anything to your licence such as some new users or a new company entitlement, and you're supported directly by Sage, please email us at [email protected]. You'll need to give us your company name, details of what you wish to purchase and confirmation that you're authorised to request the change.
We will usually process your changes as soon as we receive them, though this may take up to three working days. We will send you an email confirmation when this has been processed and the changes will be reflected on your next invoice.
If you're supported by a Sage authorised partner, please contact them to discuss your needs and they will arrange for your licence to have the required entitlement added.
Removing an entitlement from your licence If you wish to remove something from your licence, perhaps one or more users, you need to give 30 day's notice. This can be provided by emailing [email protected] and the notice will start from the date of the email. Please ensure you specify the company name, the exact details of what you wish to change on your licence and confirmation that you're authorised to request the change. Any refund due as a result of the change will be shown automatically on your next invoice after the change has been made.
Reviewing your Sage software We provide software packages for all types and size of organisations and you may find that you outgrow your current software or now require additional functionality that may not be available in your current subscription.
Direct customer (supported by Sage)
If you're supported by Sage directly rather than via one of our partners, you can get in touch with us to discuss your software. Simply email us at [email protected] and we will contact you as soon as possible. Please provide some brief details as to your requirements so we can direct your query to the most appropriate team.
Partner-supported customer
We recommend you speak to your Sage authorised partner to discuss your requirements with them in the first instance. Depending on those requirements, you may need to source an alternative support provider if your current partner does not offer the services you require. Where this is the case, please contact us at [email protected] and we will contact you as soon as possible to support you with the next steps.
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