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The latest on Sage Software: Sage 200 Professional 2022 R1 Update

The latest updates for Sage 200 Professional 2022 R1 Update

Sage 200 Professional 2022 R1: what’s the latest?

Off the back of the last update, where over 30 different web-accessible screens were added to the software, the push for a more contemporary, streamlined, and user-friendly solution continues.

The Sage 200 Professional 2022 R1 is the latest update, which automatically deployed on 7th March 2022, with updates across desktop and the web portal. The new updates will provide a better experience for users at home, in the field or in the office.

Looking for the latest Sage 200 Professional updates? Take a look at our dedicated blog post.

Want to learn more about Sage 200?

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Sage 200 is available in two variants: Sage 200 Professional and Sage 200 Standard. Learn about both options...

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New Features in Sage 200 Professional 2022 R1 for Desktop

Sales orders and quotations
Sage has worked hard to make improvements to the usability of the desktop app for Sage 200 Professional. In doing so, the following features are now available:

  • Users can now add cross-selling items to quotations;
  • With the help of Artificial Intelligence within the system, users can add suggested items to quotations;
  • Alternative items can also be added to quotations;
  • An expiry date can now be added to your quotations, allowing you and the customers to see how long it is valid for at a glance;
  • And finally, users can set a quotation status of ‘Lost’ if a customer doesn’t want to proceed.

Changes to VAT submissions
Making Tax Digital will become mandatory for all VAT registered businesses from April 2022, changing the way you run your business.

In order to make life easier, the latest Sage 200 Professional update has taken this into consideration with a number of updates to help you remain MTD compliant. As a result, XML VAT submissions will no longer be accepted and have been deactivated in the system.

So, what do you do if you previously used the XML VAT feature? Sage says: “you can either move over to MTD for VAT, or opt to use the HMRC portal to submit VAT returns manually”.

Learn more about the MTD changes here. Or watch Sage’s Making Tax Digital webinar on-demand here.

New Features in Sage 200 Professional Web Portal

General
Firstly, when making changes to lists, such as adding columns, will be remembered for the next time you use the list to reduce the need for repetitive updates and additions each time you use the list.

Secondly, any documents that you have printed can now be viewed from the Spooler in PDF format.

Sales orders and quotations
With Sage 200 Professional’s 2022 R1 update, users can now:

  • Create, amend, and view sales orders;
  • Create, amend, and view quotations;
  • Access an SOP List from any web enabled device;
  • Create attachments to send via email or print newly created sales orders and quotes direct to customers;
  • Add and view the status, conversations held and customer information for a Sales Order through the new Memo Tab;
  • Customise web screens to see data and information relevant to you, and save the ‘view’ so you can get straight back to it and increase productivity.

For further information on this update, watch the introductory video from Sage on the right.

Got questions?

If you have any questions about this latest update, or Sage 200 Professional in general, we are here to help! Get in touch via the form below, and one of our team will get back to you as soon as possible.