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Automations in Sage 200 to improve your businesses efficiency

Sage 200 is a market-leading ERP (enterprise resource planning) solution that has been designed to make the lives of accounting and finance teams so much easier. Sage 200 plays host to a range of process automation, streamlining business operations and freeing-up time that can be focused on other essential areas of the business.

Purchase ledger payment process

Sage 200 is a market-leading ERP (enterprise resource planning) solution that has been designed to make the lives of accounting and finance teams so much easier. Sage 200 plays host to a range of process automation, streamlining business operations and freeing-up time that can be focused on other essential areas of the business.

The automated supplier payment process in Sage 200 has been created to provide businesses with the functionality to pay suppliers in a more convenient way.

With customisable options, you can choose to pay suppliers daily, weekly, or monthly, and this can be changed based on each individual supplier. You can also choose to group suppliers and pay each group at chosen times. Purchase ledgers will be automatically updated based on which supplier payment options your business has chosen.

The automated supplier payment process is also broken down into 5 clear stages which include:

Automated bank feeds

Automated bank feeds in Sage 200 means that businesses spend less time reconciling bank transactions and ensures your accounts are accurate and up to date.

Bank feeds in Sage 200 connect directly to your bank, so any transactions that have been made in your bank account that day will be shown in Sage 200. Understanding which transactions you have matched, you’ll be all set up for your next bank reconciliation.

Setting up automated bank feeds in Sage 200 is a simple process that can be done using bank feeds rules, and if you would like any help in setting these up, just let us know and we will be happy provide you with the form you need to send to your bank.

Managed stock take

Sage 200 can manage stock as well as stock takes, with stock control functions being fully integrated with invoices, sales orders, and purchase orders.

Stock sheets can be created automatically through the system by selecting which items you want counted. Through each stage of the stock take, your progress status will automatically change in Sage 200 depending on the stage you’re on.

Third-party additions for Sage 200 can increase automation of stock takes even further, such as with the warehouse management software Bit Inventory. By using modern handheld barcoding scanners, once product barcodes are scanned during a stock take, Sage 200 will be automatically updated with the quantities. This removes the need for pen and paper counts, as well as having to manually input stock count data into the system.

Purchase order requisition and authorisation

Purchase order requisition and authorisation ensures orders are checked and approved before being processed.

Using authorisation rules, you can control which orders require authorisation and who in the business can authorise orders. Examples of this could include if the order is over a certain value or when an order is requested by certain people, then authorisation will be needed before it can be processed.

Notifications can be sent to let people know when they’re needed to authorise an order, or about a change in status of an order that’s been raised. Authorisation of orders can be done remotely, as can the checking of raised orders.

Making Tax Digital (MTD)

MTD is an automated tax submission process designed to make VAT returns a much more efficient and reliable task. It’s now legislation for businesses to submit VAT returns using relevant software, however it can still be a convoluted process with some accounting systems.

Aimed at businesses in a variety of industries, Sage 200 will automatically submit your VAT return to HMRC. The only tasks accounting teams will need to worry about is setting up VAT submissions which is done through a simple step-by-step process which can be found here.

Once businesses have submitted their VAT returns, they can also pay their VAT directly through Sage 200. This lessens the need to log in to multiple systems to complete VAT returns and payments, and saves valuable time that can be spent on other areas of the business.

The automations available in Sage 200 allow businesses to work with increased efficiency and productivity. This means more time can be spent on other critical business tasks, such as growth strategies.

Stay tuned for our next few blogs that will delve deeper into how these automations can be used to improve businesses processes, offering practical tips and insights.

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