10th May 2016

Sage 200 Tips – Exporting lists to Excel

Most Accountants like working with Microsoft Excel, this will come as no surprise to you I’m sure! Refining and presenting your financial data in a workbook can produce some fantastic results and this fact is not lost on Sage. Over time Sage 200 has evolved to become an incredibly feature-rich and user-friendly system. The integration with MS Excel is an area that Sage has continued to invest time into developing and improving with each version release. There are various features that have become important to users such as the ability to export any of the reports into a Workbook, and of course the powerful Business Intelligence […]
21st April 2016

Sage 200 Tips – List Views & Filters

There’s no question about it, Sage 200 is a BIG system! New users are often perturbed when faced with the daunting task of learning an entirely new Accounts solution, navigating between ledgers, forms, and reports, especially those that have migrated from a simpler package such as Sage 50. However, I guarantee that within a short amount of time (and a little persistence) Sage 200 will start to feel like your second home. Perhaps you’ve just started using Sage 200, or perhaps you’ve been using it for a while but you want to know more. I’ll share a couple of tips to […]
16th March 2016

Sage CRM’s Sales, Marketing, and Service for Sage 200

So what is ‘Sales, Marketing, and Service for Sage 200’? With the various names that are currently around for Sage CRM, it can get quite confusing! Last year, Sage invested a lot of developer resources into creating a new way in which Sage 200 integrates with their latest version of CRM (7.3). If you have used Sage 200 Integrated CRM in the past, then it’s likely that you are familiar with the various issues that arose with the sync. Sage are confident that these issues will soon be a distant memory! Sage CRM Connector Workshop Earlier this month I was […]