SPRING 2018 ENHANCEMENTS STANDARD & PROFESSIONAL - WHAT'S NEW - CPIO

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SPRING 2018 ENHANCEMENTS STANDARD & PROFESSIONAL - WHAT'S NEW - CPIO
Spring 2018 enhancements
Standard & Professional
What’s New
SPRING 2018 ENHANCEMENTS STANDARD & PROFESSIONAL - WHAT'S NEW - CPIO
Sage 200cloud is part of a global            Sage 200cloud Spring 2018 enhancements is due
                                             for release in April 2018. The release is one in a
franchise which has a single vision
                                             series of releases to launch Sage 200cloud in the UK
and strategy across fourteen countries       and Ireland. Sage 200cloud includes Standard and
worldwide. The strategy has a single focus   Professional. Sage 200cloud will introduce a number of
of delivering product modernisation by       connected services through a regular release cadence.

harnessing the power of the desktop          With that in mind Sage 200cloud has three
whilst liberating key data via connected     key themes:
web and mobile services. The strategy        • Connected data.
allows us to deliver on continuous           • Customer experience.
improvement through a regular release        • Simplicity.
cadence to ensure we are continually         Sage 200cloud has been built on direct customer
adding value to the customer base.           feedback with customers telling us that simplifying
                                             their business processes is key whilst improving the
                                             user experience to become more productive on a
                                             daily basis is what really matters to them.

                                             Highlights include:
                                             • Making Tax Digital ready – HMRC enter beta in April
                                               2018 ahead of Making Tax Digital (VAT) coming into
                                               effect in April 2019.
                                             • General Data Protection Regulation support. We
                                               cannot make our products GDPR compliant, but
                                               we are providing reports that will help customers
                                               achieve compliance within their business.
                                             • Hiding redundant nominal and cash book accounts
                                               – the most frequently requested item in the Sage
                                               200Cloud Ideas Hub.
                                             • Automatically refreshing list – second only to hiding
                                               accounts in popularity on the Sage 200Cloud
                                               Ideas Hub.

                                             A detailed list of new features and benefits per module
                                             is provided within this guide.
Features & Benefits
Feature          What                                            Explanation                         Benefits                                         Location in software

Hide Redundant   • Mark nominal and cash book accounts           • The account selection drop        • Simplify data entry by reducing number         Financials,
                   to indicate that they cannot be selected        downs filter out accounts           of accounts selectable.                        Commercials,
Nominal And
                   by the user during data entry.                  marked as hidden.                 • Save time at period end spent tracking         Project Accounting
Cash Book                                                                                                                                             and Manufacturing
                 • Drop down account selection lists exclude     • Hidden accounts treated as          posting errors.
Accounts           hidden accounts.                                invalid if entered directly.      • Remove the need to have accounts
                 • Hidden accounts still available for reports   • Non-existent accounts treated       named “DO NOT USE” or similar
                   (but can be suppressed using filter).           as invalid if entered directly.     on reports.
                 • Filter account lists to suppress
                   hidden accounts.

Automatically    • Completing a process updates the list         • Processes are aware of list       • Remove doubts about the success of a           Financials,
                   associated with the process to include          most relevant to them and           process by visually confirming the impact      Commercials,
Refresh List
                   the newly created/amended record or             trigger a refresh when they         of the process on the list presented.          Project Accounting
                   the change of state.                            are completed.                    • Filter the list to act as a “to do” list and
                 • Clearly see the last time a list was                                                see the items on the list reduce as the
                   refreshed and invoke a manual refresh.                                              tasks are completed.

Convert Quote      • Convert a quote to a proforma to collect    • A new process is available        • Save time and avoid errors involved in         Commercials
                     payment prior to creating a sales order.      to create a proforma from           manually re-keying data.
To Proforma
                   • Track a quote to the associated               an invoice.                       • Have Sage 200cloud reflect your desired
                     proforma and the resultant sales order.     • New cross references have been      business process.
                                                                   added to link quotes, proformas   • Track sales at each stage from quote
                                                                   and orders.                         to order.
Feature           What                                             Explanation                          Benefits                                     Location in software

Licence warning   • Every user is currently warned every day       • We have changed the licence        • Greater user experience.                   All
                    for 60 days before the licence expires.          warning to appear from 30 days
                    The licence cannot be renewed until the          of the licence expiring.
                    Business Partner invoices the customer
                    which is usually 30 days before the licence
                    expires. The licence warning is within the
                    top ten on the Ideas Hub and is a regular
                    complaint from both customers and
                    Business Partners.

General Data      • Handle Subject Access Requests quickly         • Reports showing records            • Quickly and easily take actions in your    Financials,
                    by correcting, redacting or deleting             containing data for a                accounting data as required by your        Commercials,
Protection
                    personal data.                                   named person.                        GDPR approach.                             Project Accounting
Regulation                                                                                                                                           and Manufacturing
                  • Identify redundant customer and supplier       • Reports showing customers
support             records for deletion.                            and suppliers who have not
                                                                     traded for a period of time.

Making Tax        • Register an interest in participating in the   • Link in the software to register   • Influence the direction of MTD by taking   Financials
                    HMRC beta scheme relating to submitting          interest in the beta scheme.         part in the HMRC beta scheme.
Digital ready –
                    VAT Returns under MTD rules.                   • Enable MTD VAT Return              • Be reading early for the MRD deadline
HMRC beta
                  • Once accepted into the beta scheme,              submissions.                         of April 2019.
                    submit VAT Return under the MRT rules.         • Submit VAT Return under
                                                                     MRD rules.
Feature             What                                        Explanation                          Benefits                                         Location in software

CRM: Adopt latest   • Integration with Sage CRM 2018 R2         • Adopt the latest version of Sage   • All the latest functionality from the latest   CRM
                      which provides support for General Data     CRM on premise.                      release of CRM including GDPR support.
version of CRM
                      Protection Regulation.

NOTE: Only
applicable to
Sage 200cloud
Professional

Defect fixing       • Continued focus on fixing defects.        • An Ask Sage article will be                                                         All
                                                                  available upon release.

                                               Contact your business partner
                                               to update and integrate today.
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