3-Ways-to-Improve-your-Sage-200cloud-and-Sage-Financials-Software

3 Ways to Improve your Sage 200cloud and Sage Financials Software

In Sage 200, Sage Financials, Sage Live by Tom Leslie

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It is the start of a New Year, and while everyone is struggling with January blues, it is natural to feel a little bit irritated by almost everything that doesn’t go your way. However, rather than letting your gripes with your accounting software add to your stress, we want you to take them and help develop the software further! There are a few ways you can do this. The first of which we want to talk you through is logging your areas for improvement in Sage’s product specific Idea’s Hub. Sage is constantly looking for ways to improve their software and one of the best ways to do this is to get feedback from the end users.

Sage 200cloud Ideas Hub

Step 1 – Find the link

Simple steps first, you will need to open and log into Sage. Then if you click on the Light bulb in the top right corner it will take you through to the Idea’s Hub.

Sage-city-bulb

Highlighted here

This will bring up a new page in up your default web browser and take you through to the hubs page.

Sage-ideas-hub

This is the URL can also take you there

Step 2 – Go to the website.

If you use the link above it will take you through to The Ideas hub and get this notification.

Sage-city-note

The pop-up that appears if you go through via the old website

The Ideas Hub is now Sage City!

Sage-city

Additional Optional Step

Now you have the new link you can save it to your bookmarks, for future ease of access. Also, you may need to use your my sage login to be able to submit your idea.

Sage-city-url-save

Step 3 – What is your Idea for?

Now you are in the Sage City (formerly idea hub)

You may need to log into my sage to be able to list your idea into the hub. Once you have you will get a choice from the following selections:

Sage-city-uk-front-page

Choose from Sage Business Cloud…

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… Or local products …

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…Or account products.

When you know which section you want to add your idea to you will need to click into it.

Step 4 – Register the idea

This will bring up the below screen, as you can see the fourth tab in shows as ideas. You will need to click into it to get through to the ideas

Sage-City-section

This is where you can find the ideas for the section you have entered. It will look like the below:

Sage-City-ideas-section

As you can see from the blue bar it is asking me to sign in to submit Ideas

Sage Financials Ideas Hub

Step 1 – Find the Link

You will need to log into Sage Financials

Salesforce_login

Once you have logged in, you will see a bar at the bottom. If you click on help it will pop up with four options.

salesforce_help

You will need to click on Knowledge Base. This will give you a pop-up (if pop-ups are blocked you will need to open them up).

Step 2 – Navigating Sage Customer Community

You will now be in the Sage Customer Community. Here you will need to search for ‘Ideas Portal’ and go to articles, and click on the first link.

sage_community_ideas_portal

This will take you through to another page on ‘How to raise a Feature Request in Financials’.

If you click on the link in the article https://sagebusinesscloudfinancials.ideas.aha.io/ideas you will be taken through to Sage Business Cloud Financials.

Step 3 – Add a new idea

You can now add a new idea as seen highlighted below.

sage_idea_hub

You are now ready to use the Ideas Portal

Other options

If you are looking for further enhancements to your software it may be worth exploring the option of bespoke development and consultancy. We have a team of in-house developers and consultants who specialise in Sage software. Our consultants are experts in making sure you get the very best out of the software you have already have. Whether it is through training, configuration or additional software that could further enhance your experience.

Our development team is responsible for producing applications and bespoke changes to Sage software. With developers in both Sage Financials & Sage 200cloud we are able to connect multiple solutions, improve functionality and make the software work best for you.

Conclusion

Sage Ideas portal is a good idea to allow normal users who access the system every day to offer up what they would like to see implemented or changed. The end users ultimately have the best view of how well the system works and what needs improving. If you are looking for further improvements over and above these tweaks and changes then consultancy or development may be for you. If you would like any more information on anything discussed in this blog, then get in touch with one of the team and we will be happy to chat about how your software can best work for you.

Sage200-training-cta


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