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Free Sage 200 ‘How to…’ User Guide Series

Welcome to our Sage 200 User Guide download page! Below, you will find our library of free Sage 200 guides to help you with a number of different processes from adding a new company, performing your month and year end and even how to process payments.

Our guides are designed specifically to help you, streamlining your processes to give you the freedom to focus on what you do best.



How to Install Sage 200 onto a Client Machine

This Guide is designed for Administrators and/or IT teams using Sage 200 On Premise. It will show you how to install Sage 200 on a client machine, in the easiest and most efficient way possible.

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Sage 200 User Guide - Add new company
How to Add a New Company in Sage 200

This guide is designed for administrators of Sage 200 On-premise. It walks you through the steps involved in creating a new company within Sage 200.

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Add a new user - Sage 200 User Guide -
How to Add a New User in Sage 200

This Sage 200 user guide walks you through the key steps involved in both creating a new user and also controlling what information/functionality they can access.

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Sage 200 User Guide - Add a new role
How to Add a New Role in Sage 200

This guide is designed for administrators of Sage 200 On-premise. It walks you through the key steps involved in creating a new role within Sage 200.

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EC sales list report - Sage 200 User Guide
How to Add a Report to your Menu in Sage 200

This guide is designed for users of Sage 200. It walks you through the steps involved in adding a report to your menu in Sage 200.

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Basic Guide and Navigation - Sage 200 User Guide
Basic Guide and Navigation in Sage 200

This guide is designed for beginner users of Sage 200. It walks you through the general navigation within Sage 200 as well as any basic steps.

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EC Sales list report - Sage 200 User Guide
EC Sales List Report in Sage 200

This guide is is designed to talk you through the process of doing EC Sales Reporting within Sage 200 including producing the output file for HMRC.

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financial statement layouts - Sage 200 User Guide
Financial Statement Layouts

This guide is designed for administrators of Sage 200 On-premise. As Sage 200 uses a SQL database to handle its backups.

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Insert a drill down - Sage 200 User Guide
How to Insert a Drill Down in Sage 200

This Sage 200 user guide is designed for those more advanced report designer users who want to know how to create a drill down report within Sage 200 Report Designer.

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How to perform a Month End  - Sage 200 User Guide
How to perform a Month End in Sage 200

This guide is designed for new users of Sage 200 or those who simply want a refresher on the month end process in Sage 200.

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process payments- Sage 200 User Guide
How to Process Payments in Sage 200

This guide is designed for new users of Sage 200 or those who simply want a refresher on how to process large volumes of payments from within Sage 200.

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Analysis Codes - Sage 200 User Guide
How to set up Analysis Codes in Sage 200

This guide is designed for users of Sage 200 who want to use analysis codes within either Sales Ledger, Purchase Ledger, SOP and POP.

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VAT return - Sage 200 User Guide
How to perform a VAT Return in Sage 200

This guide is designed for new users of Sage 200 or those who simply want a refresher on the VAT return process in Sage 200.

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how-to-request-a-free-report-sage-200-user-guide
How to Request a Free Report

This guide is designed all Sage 200 users, showing you how to get 3 FREE reports that you’re entitled to!

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Year end - Sage 200 User Guide
How to perform a Year End in Sage 200

This guide is designed for new users of Sage 200 or those who simply want a refresher on the year end process in Sage 200.

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how to use mail merge -  Sage 200 User Guide
How to Use
Mail Merge with Sage 200

This guide is designed for all levels of Sage 200 users, looking to utilise the brilliant tool that is Mail Merge.

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add a new online user - Sage 200 User Guide
How to Add a New Online User in Sage 200

This guide is designed for new users of Sage 200 or those who simply want a refresher on how to Add a New Online User in Sage 200.

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how to configure email settings - Sage 200 User Guide
How to Configure Email Settings on Layouts and Reports

This guide is designed for all levels of Sage 200 users. Taking you though every step in the process of configuring the email settings on layouts and reports.

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how to import transactions and accounts sage 200 user guide
How to Import Transactions and Accounts

This guide is designed for all levels of Sage 200 users. Showing you every step necessary when importing transactions and accounts into Sage 200.

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how to create journal templates sage 200 user guide
How to Create Journal Templates

This guide is designed to help you create Journal Templates. Going through the 3 different methods, making the journaling process in Sage 200 as easy as possible.

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order authorisation  sage 200 user guide
How to Purchase Order Authorisation

This guide is intended to help you set up Purchase Order Authorisation within Sage 200. Step-by-step we will go through creating your rules, including who the authorisers are and how they receive notifications.

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bank reconciliation sage 200 user guide
Bank Reconcilition

This user guide is intended to help you with the Bank Reconciliation process within Sage 200. Through high quality screenshots and detailed instructions, you will be taken step-by-step through all the steps necessary to complete this process.

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