| | A guide to new features introduced to Sage 200 |
| Resolution | This Excel tool allows you to see features gained when upgrading through multi versions of Sage 200. Download here.
Sage 200 2021 R3 | 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 |
Sage 200 2021 R2 | 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 |
Sage 200 2021 R1 | 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 |
Sage 200 2020 R4 | 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 |
Sage 200 2020 R3 | 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 |
Sage 200 2020 R2 | 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 |
Sage 200 2020 R1 | 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 |
Sage 200 Summer 2019 | 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 |
Sage 200 Spring 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 |
Sage 200 Winter 2018 | 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 |
Sage 200 Summer 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  NOTE:Note: Only applicable to Sage 200 Education
| Summer 2018 |
Sage 200 Spring 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 |
Sage 200 Winter 2017 | 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.
Sage 200 Summer 2017 | 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 |
Sage 200 Professional 2016 | 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 |
Sage 200 Professional 2015 | 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) |
Sage 200 Professional 2013 R2 | 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 |
Sage 200 Professional 2013 | 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 | |
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