Sage 200 issues: Top 5 Support Queries

In Business Management Software, Sage 200 by Owen Perkins

Reading Time: 7 minutes

Every piece of software runs into issues every once in a while and more often than not, they’re easily resolved – if you know how! Nothing beats the feeling of resolving that error message or problem you’re having in seconds. So, we’ve compiled the top 5 support queries we get in the Sage 200 support team here at itas and how to resolve them!

Top 5 Sage 200 support queries & how to resolve them

Installing the Sage 200 Professional Client

Where better to start off than with the installation of the Sage 200 client! Before we install, we must have administrator credentials ready to input. We must also be able to browse to the Sage share location which is usually found at \\NameofSageserver\Sage within File Explorer. You may need to get your IT involved for this one!

Once we have accessed the Sage folder, we need to go into the Installers folder. From here we need to go into the Sage 200 Client folder and run the setup.exe application.

Top tip: Make sure you run the setup.exe normally and not As an administrator so the software runs as you rather than your IT!

You will then get a pop-up window prompting you to Install the application and run through the installer.

When the installer finishes, that’s it, job done! Sage is even kind enough to automatically open up for you and stick a shortcut on your desktop!

Disconnected logins

Have you ever received an Unable to access module feature error similar to the screenshot below? If so, then you have yourself a disconnected login!

Disconnected logins are like ghost logins, which the system creates if a user crashes out of the system. But do not fear, disconnected logins are easily cleared and I’m going to show you how!

Simply go to the Cog icon in the top right of your Sage 200 software and click User Login Status

Then within the User Login Status window, you should see a list of your disconnected logins. Simply select all the disconnected login(s) and click Log Off then click Yes on the Remove disconnected login window


There should now be no users in the Disconnected Login section, and you will be able to access the module you previously were unable to access.

Choose Output Mode

Are the documents you are producing from Sage 200 not popping up on your screen as you’re expecting or vice versa? Then you will need to change your output mode in Sage 200 to tailor it to you!

This can be done by going to the Cog icon in the top right of your Sage 200 software and clicking Choose Output Mode

You will then be presented with 3 different output options which are Printer, Preview, or ‘Spooler.

Let me give you a quick run-through of what each of the 3 options mean.

Printer – This output setting allows you to send your documents to a physical printer or a custom printer set on your Windows devices. So, if you want to kick it old school and have the documents in hand rather than digitally, you can!

Preview –  The preview option allows you to see the printed document on your screen straight away so you can see how it looks before you send it out to a customer, for example. This tends to be the most popular option, as it allows the user to double-check check everything is correct before progressing further.

Spooler – The spooler option allows you to store documents/reports that you want to print at a later time in one place. For example, if you were completing your month-end and generating several reports. You might not want them all popping up all over your screen, and want to print them all at once later on. The spooler can be accessed from the below location in the top right-hand corner of Sage 200.

So, once you have decided which option is right for you, you can select this in the Choose Output Mode window and you’re good to go!


e-Banking setup

Do you want to pay your suppliers electronically, automatically reconcile your bank account, and pay your VAT Return electronically? Then I need to show you how to set up e-Banking within Sage 200!

Prerequisites and installers

We first need to enable the setting to use e-banking, which is found in Purchase Ledger > Utilities > Ledger Set Up > Ledger Settings within Sage 200. Under the Options tab by ticking the Electronic bank payments tick box.

We then move on to the installers by clicking the Cog icon at the top-right of your screen, then into Installers and Install eBanking components. This will install the Sage software components required to use the eBanking feature.

We then need to install your bank-specific e-Banking components which can be found in the list in the link below. You will need to download and install it to your computer but don’t worry, the setup wizard will take you through each step.

e-Banking install links and documentation

Sage 200 e-Banking Configuration

Now we have all the installers out the way, we need to get on with the config within Sage 200 itself! Firstly, we need to set up a Payment Group that produces an e-Banking document. This is set in Purchase Ledger > Utilities > Ledger Set Up > Ledger Settings. Under the Payment Groups tab, by changing the drop-down on the Payment Document column to Electronic Payment.

We now need to select the suppliers that you wish to pay electronically by amending the Payment Group they are associated with. You can do this by going to the Supplier List, selecting the supplier account, and clicking on Amend Account then under the Payment tab, changing the Payment Group to the e-Banking one we have set up.

Now it’s time to set up the e-Banking service on the bank account side by going to the Cash Book and selecting Amend Account on the bank you wish to make the payments with.

You will now see the addition of the E-Banking tab where we can select the e-Banking service you wish to use.

Also under the E-Banking tab, you can see the File Locations button which is used for defining where the e-Banking files are saved by default. We always advise that this is a shared location, so that any users making payments have access to this directory. You can also specify the file type you want to be created by entering the file extension, for example, .csv or .txt.

And that’s it, we’re now ready to make use of e-Banking within Sage 200! Making payments is no different than before within Payment Processing, you now just have an additional payment group to choose from! More information on Payment Processing can be found in our Sage 200 User Guides!

Unable To Post To a Period

Can’t get your head around why a transaction won’t post into the period you desire? Or need to understand where you can make changes to your accounting periods? Well, it’s time to answer these questions and how to Maintain Accounting Periods!

Before we can start, we need to set up the permissions to allow certain users to make changes to our accounting periods. This is done in Accounting System Manager > Accounting Periods > Maintain Accounting Period User Permissions where we can Add, Edit, or Remove users.

Now the permissions are sorted, we can amend the accounting periods by going to Accounting System Manager > Accounting Periods > Maintain Accounting Periods. Within this screen, we can add/change/delete/open/close periods for each ledger within Sage 200. You can also see the Future Financial Years tab and the history of changes under the Period Control History tab



That wraps up our top 5 support queries here at itas, I hope you learned a thing or two! The itas support team is always one click or call away if you need us and we offer a range of comprehensive support options. If you would like to discuss this further, please contact us.

If you don’t currently have Sage 200 and you are here to learn more about it, why not check out our Sage 200 overview page? We also have a range of Sage 200 on-demand webinars that you may find useful.