Business Unit Category
Add an email signature
Coding Restrictions
Create new Business Unit
Custom Fields on Line Items
Customised labels
Date formating
Default delivery address
Division Management
Editing Email Templates
How to hide cost codes
Invoice email forwarding – Microsoft 365
SMTP & Email Sending
T&C on your PO Template
Invoice Processing Help Category
Auto reject supplier invoices
Auto rejecting of invoices issue
Finding an order or invoice
How to create a credit note
Invoice email forwarding – Microsoft 365
Invoice export colours
Invoice Inbox
Invoice List View
Invoice matching
Invoice Processing Explained
Month end cut offs
Negative Order Balance
Setting up Autopilot
Supplier Matching
Waiting for a GRN
Purchase Orders Category
Adding a product to an order
Adding documents to an order
Bulk importing orders
Close Orders Automatically
Closing an order
Copy PO to Buyer
Creating a Purchase Order
Deleting a PO
Duplicate Order Prevention
Editing an order
Finding an order or invoice
GRN an order
Grouped Purchase Orders
Import Line Items
Negative Order Balance
PO Template Editing
Purchase Order Numbering
Purchase Order PDF
Purchase Order Prefix
Purchase Requisition Number
Quick Create a Purchase Order
Send PO to Supplier
Supplier order acceptance
What Is a Purchase Order? Our Guide for AP Professionals
Our SmartSync tool for Sage 200 is custom-built for the version of Sage 200 you use. Our process is as follows:
To facilitate this you will need to provide someone from your IT team who can host a TeamViewer session and liaise with our Sage 200 specialist.
Install Procedure
Once we have established we can connect to your Sage 200 system, we will want to fine-tune the mappings. It’s important any custom modules you use are highlighted to us, so we are aware of any issues that will affect invoices being created accurately.
The software will need to be installed under full admin rights as a Windows service is created. The Sage 200 client software will need to be installed in advance of the install.
How it will work
SmartSync will run as a Windows service. You should monitor this service to make sure it never stops. We will then set up to:
Finance users may need to manually override sync settings from time to time. The interface for the application will reside on the server though so it’s typical for an IT team to provide assistance and help support this tool.
