What is Sage 200 Financials?

The Sage 200 Suite helps organisations with a typical turnover of £1m – £20m to coordinate their whole business: from financial and customer relationship management, through to back-office processes such as stock control and core activities such as retail/wholesale, construction, manufacturing, engineering and on-line trading. You can share data easily throughout your business and tailor it to your organisations requirements.

To build your perfect Sage 200 system you can add as many, or as few, modules as you require. Each module adds a different set of functionality to the system and all modules seamlessly integrate with one another for a complete solution.

The extensive reporting suite and business management information allows you to access your data any way you want to and gives you the information you need to manage your business effectively.



Nominal Ledger
  • Flexible nominal account structure including departments and cost centres
  • Budget control, assign annual budgets and create customer budget profiles
  • Group accounts to summarise the balance of many nominal accounts
  • Batch journal entry and templates to apportion fixed amounts or apportion across cost centres
  • Support for open or closed period accounting with up to 20 periods
  • Graphical analysis and presentation of nominal data
  • Nominal ledger drill-down
  • Online VAT return submission via a link to HMRC
  • Automate pre-payment and accruals
  • Flexible P&L and balance sheet design and reporting
  • Consolidate nominal ledger data from two or more separate companies and using different currencies
  • Associate transactions with an analysis code to report across codes, cost centres and departments
  • Foreign currency reporting
Cash Book
  • Hold accounts in any currency
  • Use bar charts and graphs to show balances in order to view the liquidity of all your accounts
  • Process foreign currency transactions accounting for exchange differences and bank charges
  • E-Banking facility allows supplier payments to be made through your banking software
  • Bank Reconciliation routine allows you to quickly reconcile payments and receipts entered with bank statements
  • Automate standing orders and direct debits and get an instant detailed view of when and how often they are paid and number still to pay
  • Inter account transfers allow you to move money between bank accounts for the same or different currencies
  • Group transactions in Cash Book and drill down to view individual postings
Purchase Ledger
  • View bar charts and line graphs to show turnover and aged balances and compare with previous years
  • Define analysis codes to categorise suppliers and analyse transactions
  • Use trading periods for the nominal ledger to match accounting period structure or your own data range
  • Drill down and analyse supplier transaction details from one screen
  • View the status and details of any account, invoice or purchase order from the supplier record or transaction enquiry and drill down to line detail
  • Authorisation of purchase invoices
  • Batch data entry to allow changes to batched transactions before committing to the ledger
  • Advanced currency handling so you can see the difference in aged credit due to changes in exchange rates
  • Creditor revaluation option
  • Factor house facility to link suppliers to a factor house who recovers payment on their behalf
  • Automated payments routine to assist in cash flow management and speed up payment processing
  • Multiple trader contacts – for greater contact visibility
  • Credit reference information for suppliers to allow you to monitor and report on supplier status
Sales Ledger
  • Triangulated goods on the EC Sales List to support goods on the EC Sales List
  • User defined analysis codes
  • Advanced currency handling
  • Credit reference information to enable customer credit rating, account terms and payment terms to be stored against a customer record
  • Trading periods can be set to match the accounting period structure or your own date range structure
  • Multiple trader contacts to store unlimited contact information for improved visibility
  • Graphical analysis and presentation of sales ledger data allows quick comparison with previous years
  • Head Office Statement facility allows you to say who should receive the statement
  • Transaction and account drill down and around facility from one screen
  • Integrated credit management features to manage and automate your credit control processes and improve bad debt and cash flow
  • Bad debt provision and write off facility
  • Batch Data Entry to allow quick processing of batches of transactions
Espi provides a range of development and customisation services to allow us to deliver ERP and CRM systems that reflect your company’s working practices. The software products that we provide are designed to be used out of the box, however, there are a range of add on modules that allow the system to meet your exact specification. Our developers in addition can add your required functionality, delivered on time and to your exact specification.   At Espi we try to ensure that any customisation work doesn’t impact on the ability to upgrade your system easily.