Housing Tech Conference 2023
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The long-awaited Office 365 integration into Sage 200c has finally arrived, bringing two of a number of great new features.
The key feature of this integration is Sage Contact; Sage 200c connects your records with Outlook, enabling you to view contact details, balances, credit status, transaction history and memos. This means no matter where you are (or whether you’re working on desktop, cloud or mobile), you have all the information you need to quickly and effectively connect with your customers.
Secondly there is Documents to Anywhere – automatic saving of documents to PDF upon generation, which can be easily shared and retrieved from your chosen storage area – whether it be a local server or OneDrive. You can also use Google Docs or Dropbox.
Another fantastic new feature is Bank Feeds Rules – the introduction of Sage Bank Feeds Rules allows the user to create rules which will automatically create bank transactions seamlessly populating your accounts data. This can save significant time, as you’ll no longer have to manually re-key transactions from your bank statements. Read more about the introduction of Sage Bank Feeds in my recent blog.
Sage has also worked on enhanced budgets – an additional nominal budget functionality that includes storage of the original budget and the current budget, giving more flexibility on reporting. This also ties into purchase order authorisation, which warns the user if they are going to exceed the annual budget for the order value.
If you’re a Sage customer and you aren’t currently running Office 365, then there’s never been a better time to move to this platform, which opens up freedom and collaboration options. As one of only 6 Sage Key Partners with a fantastic 8 Microsoft Gold Competencies, TSG is perfectly placed to take you on the Office 365 journey and help you get the most out of your Sage and Microsoft software.
We’re hosting an event dedicated to showcasing the power of Sage 200c and Office 365 at the stunning Shard in London. We’ll take you through an exclusive live demo of all of these new features and show you how you can take advantage of this integration and the additional new features in Sage 200c. You can find out more and sign up on our event page: Achieving digital transformation with Sage 200c.
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