Tag: Sage ERP

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20
Feb

Upgrading from Sage 50 to Sage 200c

Can you relate to any of the points below?

  • Are you struggling to get the reports and analysis you need?
  • Is your system running slowly?
  • Do you have multiple stock locations?
  • Is more advanced foreign currency handling required?
  • Do you need to assign and trace batch and serial numbers?
  • Do you need purchase order authorisation?
  • Is your pricing structure complex and hard to manage?
  • Do you need advanced accounting period control?
  • Do you need to break down your accounts by cost centre and department?

If you are using Sage 50 and need more functionality or greater insight, Sage 200c could help make a real difference to your business.

With less manual input, more efficiency and more control, Sage 200cloud allows you to focus on what’s really important – running your business.

Many Sage 50 users have upgraded their software to meet the needs of their growing business and Sage 200 or Sage 200c has been the next natural upgrade route. Monpellier will work with you so you understand the advantages Sage will bring to your company and how it can help solve your business needs and problems that you may be encountering.

There are many reasons why you may need to upgrade your Sage 50, which are:

  • Company growth
  • More complex business procedures
  • An increase need for customisation of systems and integration with other software packages
  • A requirement for more depth of financial functionality such as: improved management reporting; advanced handling of foreign currency; flexible nominal code structure and accounting periods etc.
  • For users of stock control and order processing; storing stock in multiple warehouses and batch/serial number processing
  • Customer Relationship Management (CRM) functionality
  • A specialism in a vertical market

Sage 200c is built on customer feedback, bringing a focus on connected services and three key themes – connected data, customer experience and simplicity.

Let’s take a look at nine new features of Sage 200c:

Invoicing

One of the biggest new features in Sage 200c is the new Invoicing module. It is now quick and easy to create invoices for your customers. There is no dispatch process in the Invoicing module, so you can print and email the invoices straight away. This fast and effective invoice entry will make day-to-day processing easier.

Purchase Requisitions

This feature acts as a prior step to the creation of a Purchase Order. It provides an easy way to enter requisitions for either stock or free text items, regardless of whether you know the supplier or stock codes. A new rule means that purchase orders will only be raised if the requisition has been authorised.

Sales Order Status

Sage 200c now offers greater detail when checking the progress of Sales Orders. This gives you greater control and insight over your Sales book. You can now see the exact state of the sales order to cover allocations, dispatches and invoiced status.

Nominal Analysis Codes

You now have the ability to store analysis codes on each nominal record, allowing for a greater depth of analysis and reporting.

Combined Budgets

You can now group together any combination of nominal accounts and report on the rolled up total budget for these accounts against the actual total balance. This can also be used to check that the budget figures that are set upon each nominal account are correct, as you can check how much of the overall combined budget has been allocated to nominal accounts.

Bank Feeds & Bank Reconciliation

You can now download your bank transactions to Sage 200c using Sage Bank Feeds. This means transactions in your bank account will now be reflected in Sage 200c. New transaction types have been added, which can be entered as adjustments directly from the reconciliation screen.

Error Corrections

Providing greater control of your data, you can now amend Sales and Purchase Ledger transactions once they’ve been posted. A ‘Correct’ button has been added to the bottom of the screen which can be used to change the amount, Customer/Supplier or to remove allocations.

Hide Accounts

You can now hide redundant Sales and Purchase Ledger accounts. This allows for more effective reports and data analysis by omitting accounts that you no longer transact with.

Changes to Reports & Enquiry Screens

A Direct Debits & Standing Orders report has been added to the list of standard reports. In addition, there are now portrait versions of the Aged Debtors and Creditors reports.

2nd Reference has been added to the Sales and Purchase Ledger transaction enquiry screen as a default column. This means the 2nd Reference field can now be sorted on and used to find transactions.

Upgrading from other accounting systems to Sage 200c

Many organisations choose to upgrade to Sage 200c from other accounting systems; maybe because they require improved accounting functionality and improved user friendliness. They will certainly enjoy the benefits of joining the largest accounting system user community in the world.

We help many users make the transition to Sage 200c; we are familiar with all types of migrations that you can be rest assured the transition will be as seamless as possible, meaning that it won’t be long before you can benefit from all the features of this market leading accounting software.

If you would like to explore upgrading your current accounting software system contact us on 0191 500 8150 or email [email protected] From here we can arrange a free demonstration and choose the right software for your needs and start planning your upgrade.

13
Feb

Why should I upgrade to Sage 200c?

If you are reading this blog, it’s likely you don’t have the latest version of software, and you are ready to upgrade and make a change to your business software solutions.

We bet you are asking yourself the same questions: “what makes Sage 200c different from previous releases?” and “why should I upgrade?”. If you’re wondering what makes Sage 200c stand out from the crowd, keep reading…

Last year, Sage released a major new update of its ever popular Sage 200 ERP software called Sage 200c.

Built on direct customer feedback, the new release focuses on simplifying business processes, customer experience and productivity so you can focus on what matters most – running your business. Sage also releases regular updates, so you don’t have to wait around for a whole year to benefit from even more new features! But let’s take a deep dive so you can find out the benefits for yourself:

Benefits of Sage 200c software:

Access data anytime, from anywhere.

Sage 200c combines the power of desktop and the freedom of the cloud. Access anywhere, anytime functionality allows you to access data when you’re away from the office on mobile devices, as well as standard PCs, laptops and tablets.

Speed up reconciling.

Cut out the tedious task of re-keying bank payments by connecting Sage 200c with your bank account, to download your bank transactions. Watch transactions flow seamlessly into Sage 200c and simply confirm what you want to post or match – giving you an insightful overview of the health of your business.

Simplify your invoicing.

The new Invoicing module allows you to create invoices and credit notes without the need to produce them via the Sales Order Processing module, ideal for service-based businesses, who don’t need to keep track of stock and where there is no lead time between the customer placing an order and the invoices being sent out.

Save time with batch entry.

Users of Sage 50 have always preferred the fast Purchase Invoice entry method where lines can be quickly entered into a grid, rather than having to complete an entire form per invoice. With Sage 200c you can now quickly enter a pile of purchase invoices, one line at a time, all from a single screen – saving you hours of valuable time to focus on more important tasks.

Make error corrections from a single screen.

In Sage 200c you can change key information on a transaction including the date, nominal account and amount as well as foreign currency invoices and credit notes. This will save time when making corrections ensuring the correct entries are made.

Improve your reporting.

Track budget for the whole organisation in real time and report on and distribute budgets by cost centre and department. With 20 new analysis codes, you can now store analysis codes on each nominal record for greater depth of analysis.

Manage purchase requisitions with ease.

The new Purchase Requisitions function provides an easy way to enter requisitions for either stock or free text items, regardless of whether you know the supplier or stock codes. A new rule means that purchase orders will only be raised if the requisition has been authorised.

Hide customer and supplier accounts.

When you no longer trade with a Customer or Supplier, you now have the ability to hide these accounts from the list views. Once hidden, they no longer appear in selection lists and keeps lists smaller and more efficient, ensuring users don’t select the wrong account in error.

Among these new features, there are also many benefits of upgrading, which you will find listed below:

Save time and effort:

  • Eliminate errors caused by manually copying and entering data multiple times.
  • Real-time data updates allows customers to grow their business as one coordinated team.
  • Avoid duplication of data across different sources.
  • Prevent inaccuracies by eliminating database failures and speeding up order processing.
  • Tackle projects they didn’t have time for before.
  • Save time with new, more powerful and easier to use products in the cloud or on a local server.

Increase productivity:

  • Eliminate delays due to the use of manual spreadsheets, reconciliation and period-end closing.
  • Increase productivity by rethinking and streamlining normal day-to-day processes.
  • Connect everyone (employees, partners, suppliers and customers) by using one common system.
  • Automatically organise and categorise data in a more detailed oriented way.
  • Improve efficiency and productivity of the back office.
  • Link up processes across departments from procurement to manufacturing, sales to accounting.

Gain powerful insights:

  • Make well informed decisions using custom dashboards to access the KPIs that matter most.
  • Spot investment opportunities thanks to deep insights into payables and receivables.
  • A complete view of performance because everything’s in one place.
  • With the level of detail you need by building custom reports specific to your business or industry.
  • Comprehensive and reliable data on all your customer interactions.
  • Better visibility and insight of each department’s performance helps drive the business forward.

So, what next?

If you are thinking about upgrading your current accounting software system to Sage 200c, get in contact with us here, or call us on 0191 500 8150 and one of our Business Software Consultants will be happy to speak to you.

6
Nov

5 REASONS TO USE SAGE ACCOUNTING SOFTWARE FOR YOUR BUSINESS

Until the 1980s when technology and computer software development really progressed, accounting was a long and laborious task, requiring all notations and financial data to be analysed, recorded and stored by hand. Accounting software introduced a quick and reliable method of tracking accounts that has revolutionised the industry.

What is a Sage accounting system?

A Sage accounting system is a computerised package that has numerous facilities to process your financial information. The system collects your information, classifies it and then summarises the data in an accessible way to allow the user to view their financial information in simplistic terms. Just some of the many capabilities of a Sage system include:

  • Ability to print out invoices
  • Updating customer and supplier records
  • Making payments
  • Automatic update of the general ledger
  • Automatic altering of stock levels
  • Automatic calculation of payroll
  • Summarises customer accounts with overdue balances
  • Valuation of stock
  • Analyse sales
  • VAT returns

Due to its early beginnings and market dominance, Sage managed to attract accountants before other packages had the chance. It’s an aging industry, full of traditionalists so those who started with Sage have mostly stayed with Sage.

90% of accountants in the UK recognise the Sage format because of this, either using it in the past or still use it today, passing it on to their employees and the next generation of accountants. Sage have concentrated on providing users with solutions which benefit them, they include features requested by their clients and have remained loyal to the small and medium sized businesses instead of going to what is more likely to be the more profitable option of the corporates.

Sage understand what their customers need, the industries they work in and advancements in a quickly changing technology. This allows them to improve their package to retain their current users whilst attracting new ones.

The benefits

Rule out human error

By having a completely computerised method of storing all of your financial information, you rule out the risk of human error, such as jotting down the wrong figures or misplacing information. These seemingly small errors can have a catastrophic effect on a business’s financial standing, so having an accurate system is hugely beneficial to the user.

Real time financial information

You can access your account and see all the transactions and your cash flow to date as the system is updated in real time. This is handy if you need to check you can afford unforeseen costs or to confirm which transactions have been processed.

Less time consuming

Data entry can be carried out much quicker than if it were done manually, and the information only has to be entered into the system once, even if it’s to be used for many purposes.

Keep things simple

When businesses grow and develop, accountancy becomes much more complex. Computerised accounting systems sift through all of the data easily and make the process much more straightforward than manual accountancy.

Cost effective

Sage accounting systems are quick and efficient, which makes them much more cost effective than paper based accounting as the work requires less hourly paid work. Furthermore, the systems are usually issued at a very low monthly subscription cost.

So, what next?

If you are interested in finding out more about Sage accounting software, call us on 0191 500 8150 or email [email protected] and one of our Business Software Consultants will be more than happy to have a chat with you regarding this.

10
Feb

SHOULD I UPGRADE TO SAGE 50C?

The latest Sage 50 offering was launched at the end of last month but what is Sage 50c and as a Sage 50 user why should you upgrade?

 

Sage 50c Accounts was designed with one key goal, to combine all the powerful elements of desktop Sage 50 with secure online access. Sage 50c gives the user the freedom to control the business from wherever they are without being tied to the office. This flexibility gives Sage 50 users the ability to make smarter, faster decisions as they can access their data on the road using secure cloud data access through the Sage Drive.

 

In addition to the ‘cloud’ feature Sage 50c also offers a range of value added benefits designed to save you time.

 

Free Office 365 Seat (12 months)

Office 365 gives you access to all of your essential office tools on the go including; Excel, Word, Sharepoint, Outlook etc.

 

Sage Capture

Take photographs of your expenses, invoices and other paper work and then use Sage Capture to save them to One Drive and post the transactions on Sage 50c Accounts.

 

Sage Contact

All of your customer records, contact details, balances and recent transactions will be available in Outlook so there will be no need to jump between Sage and Outlook.

 

Sage Intelligence Reporting

This means a richer, deeper understanding of your business through powerful Excel reports and Office 365.

 

Cloud Storage

Connecting to Sage 50c Accounts with Office 365 means you can now store all of your documents in the One Drive. This means your documents can be accessed via mobile, desktop or web browser.
The final reason, and possibly one of the most convincing arguments, is that there will be no further development on Sage 50, all future work and improvements will be carried out on Sage 50c only. If you are interested in seeing how much it would be for your business to upgrade to Sage 50c please give us a call on 0191 500 8150 or email us at [email protected]. Due to introductory launch offer we are finding in most cases it is cheaper for customers to move from their existing Sage 50 licence to Sage 50c so please do not miss out on the opportunity to save.

29
Mar

WHICH SAGE PACKAGE DO I NEED?

So you’ve heard that there is a system that can improve your business processes, help manage cash flow and allow you to make better informed decision in order to grow your company. That’s great news but with so many systems how do you know which one to choose?

 

As a Sage Business Partner, here at Monpellier we offer a range of Sage Software Packages, including accounting software, payroll software, HR solutions, business management systems, CRM software and payment services. Within the realm of accounting software alone we offer over 5 different solutions, including Sage 50 Accounts, Sage 200 Standard Online, Sage 200 Extra (on –prem) and Sage 200 Extra Online. These accounting packages are then made up of modules such as Financials, Commercials, Project Accounting, Bill of Material and more. The larger programs then give you the option to choose from a range of modules such as Manufacturing. There are then third party add-ons available which enhance the performance of the system. If choosing software is new to you, this process can become overwhelming and leave you baffled.

 

Sage have designed and developed software for every business, whatever the size and requirements. From simple accounting and finance software to more robust ERP (enterprise resource planning) systems to manage your entire business. Because every business is unique and no one is the same, there is no out-of-the-box solution and we cannot recommend a package without getting to know a little bit more about your organisation.

 

Here’s a quick overview of the types of packages Sage offer which will help you narrow down your search for the perfect solution:

 

Accounting Software – Simple invoicing and accounting for start-ups, sole traders and small businesses.

 

Payroll Software – Software to pay your employees, automate calculations and submit online to HMRC.

 

HR Solutions – Software and services to help manage your HR department, stay compliant and reduce admin.

 

Business Management – Financial and business management solutions for managing complex business processes.

 

Supply Chain Management – Inventory management, purchase order, sales order, etc. which can be integrated with E-Commerce.

 

Payment Services – Accept payments online, by phone or using chip & pin with Sage Pay secure payment services.

 

CRM Software – Manage your contacts and track opportunities from initial proposal to converted sales.

 

If you’re interested in more information about the Sage packages we offer or would like an accurate quote, we recommend you book a software requirements meeting with a member of our team. In the meantime, please supply us with as much information as you can, including:

 

  • What type of software are you looking for?
  • How many employees will require access to the system?
  • Which modules do you require?
  • Are you looking for an online or on-premise solution?
  • Do you have any special requirements?

 

We’ll help you find the right software for your business!

 

14
Jan

REASONS TO CHOOSE A LOCAL SAGE PARTNER

Sage 200 is a modular based Enterprise Resource Planning (ERP) software solution that enables you to manage all of your key business processes and functions in one place. This allows business owners and key decision makers to make important, strategic decisions based on robust, up to date information from across the business.

 

Selecting the right partner is therefore a hugely important step in ensuring your solution provides the functionality and information you require.

 

So, if you’re in the market for a Sage Business Partner, here are four key questions to consider.

 

Has your Business Partner got a longstanding history of successful integrations?

 

With more than a decade’s solid foundation in accounts software, business IT services and EPOS systems, Monpellier Ltd is one of the largest providers of computerised business solutions in the UK.

 

We are proud to have been working with clients across the UK for over 20 years, expertly installing Sage Software into multi-million pound companies across a huge range of sectors.

 

When in discussions with your potential Business Partner, it’s important to ask about successful installations and review stories, videos and testimonials of past and current clients.

 

Does your Business Partner understand your specific business requirements?

 

From financial management through to customer relationship management, stock control and online sales add ons, Sage 200 has everything you need to systemise, co-ordinate and drive efficiency across your operations. It is not, by any means, a ‘one-size fits all’ solution and for this reason, it’s really important that your business provider sits with you to understand your needs before they begin outlining the options available.

 

At Monpellier, we work with you to define a clear specification of requirements before running through a clear demo of Sage 200 with you.  This gives you the opportunity to view the Sage 200 software firsthand, and test the various elements of functionality.

 

What ongoing technical and training support is your business partner able to provide following the installation?

 

We are proud to be a leading Sage Strategic Business Partner and we provide our clients with software and hardware support, consultancy, account management and customer services teams.

 

We can offer you the flexibility of support face-to-face, online or over the phone – giving you the confidence of knowing there’s always someone nearby who understands your business.

 

Within the Monpellier group, we also have a longstanding IT Business, which has over 15 years experience in providing technical support services with Microsoft Certified Systems Engineers (MCSE), Microsoft Certified Professionals (MCP) and Novell Netware Engineers.

 

When you work with us, you can be really assured you’re in good hands!

 

Is your Business Partner commercially savvy and able to help you maximize the commercial benefits of Sage 200?

 

The flexibility of Sage 200 means it’s ideal for companies with a turnover of £1 million to £50 million or typically 10 to 200 employees, across all business sectors and delivers scope to grow and it’s important that your business partner can work with you to deliver the functionality and commercial benefit needed for your scale and requirements.

 

If you’d like to find out more, call us on 0191 5008150 and we’ll arrange to visit you to find out more about your specific business requirements and challenges.