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Financials

Control your finances and business operations

  • Understand the financial position of your company quickly and easily with a three-tiered nominal structure
  • Operate  open and closed period accounting for greater flexibility and control
  • Analyse by cost centre and department to produce Profit and Loss, balance sheet and cash flow reporting
  • Make adjustments to previous year journals and roll changes forward to ensure your accounts are accurate and up to date
  • Create up to 5 additional analysis codes per module to help categorise data, allowing you to set-up personalised reports
  • View summary dashboards for insight into key areas within your business

Commercials

Take control of your stock and orders

  • Respond efficiently to customer demands by having a complete view of the stock held in your business
  • Manage stock in multiple locations in real time for replenishment, sales, reporting and stock takes.
  • Realign stock levels quickly and accurately and set suppliers against specific items of stock or mark as inactive if no longer sold
  • Identify and account for freight costs incurred whilst shipping stock items
  • Raise purchase orders that are automatically sent to a supplier to fulfil for greater efficiency
  • Match purchase orders, invoices and delivery notes to deliveries
  • Ensure loyalty and satisfaction by being agile about products and pricing and offer alternatives when stock is unavailable

Excel Reporting

Report on key trends in Excel

  • Look at customer trends and sales analysis within Excel
  • Set-up your own reports that are relevant to your business
  • Extract data to filter, format, pivot from Sage 200 Standard Online to Excel
  • ‘Slice and dice’ information in Excel to view data in the format you want to see it in

For more in-depth analysis on a particular business function, you can also scale up your software:

  • Subscribe to additional Excel reports for £20 + VAT per month
  • Buy two reporting packs for a one off fee of £150 + VAT

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