Sage 200 E-Learning Library

Sage 200 courses from introduction through to financials, commercials and more
(click the buttons below to go the relevant sections)

Sage content is only available to TSG Academy members whose organisations contract related services and/or licences with TSG.

If you think you should have access to this area, please contact us at tsg.academy@tsg.com

Introduction to  

Sage 200 Home Page
(E-Learning)

Introduction to some of the resources accessible from the Sage 200 home page.

Access Help
(E-Learning)

How to access help whilst working in the Sage 200 application.

Report Designer
(E-Learning)

Edit report templates, output modes and spooler to view, print or email.

Financials Menu  

Financials - Sales Ledger  

Entering Transactions
(E-Learning)

Enter transactions into the Sales Ledger such as invoices, credits and payments.

Change Account Status
(E-Learning)

How to change customer account status, placing  on hold and hiding.

Transaction Enquiry
(E-Learning)

How to view transactions on a specific customer account.

Adjust Transactions
(E-Learning)

How to correct or reverse transactions in the sales ledger.

Financials - Purchase Ledger  

E-Banking Payments
(E-Learning)

Set up payments from Cash Book through to the generation of payment.

Change Supplier Account Status (E-Learning)

Change a suppliers account status, placing them on hold and hiding. 

Settings
(E-Learning)

How to set up the defaults for supplier accounts in Sage 200. 

Financials - Nominal Ledger  

Set Up Making Tax Digital (MTD)-(E-Learning)

Set up Sage 200 for Making Tax Digital (MTD) processing.

Entering Transactions
(E-Learning)

Entering transactions into the nominal ledger.

Create and Amend Accounts (E-Learning)

How to create and amend accounts in the nominal ledger.

Account Maintenance
 (E-Learning)

Using account maintenance to archive or delete transactions.

Year End
 (E-Learning)

How to complete the nominal ledger year end process.

Financials - Cashbook  

Create/Amend Cash Book Accounts-(E-Learning)

How to create a new cash book account and amend it.

Bank Transfer
-(E-Learning)

How to transfer funds between accounts in Sage 200.

Bank Account Status and Delete -(E-Learning)

Change account status and delete accounts in Sage 200.

Financials - Invoicing  

Enter, amend, change and print invoices (E-Learning)

Entering an invoice in the Invoicing module.

Commercials  

Set up user permissions
(E-Learning)

Set up and amend users permissions for Sales Order Processing (SOP).

Administration  

Sage Web Portal User Licences (E-Learning)

Check user licences, assign, remove, and re-use them.

Confirm Users Logged In (E-Learning)

How to check and confirm which users are currently logged into the application.

Remove Disconnected Logins (E-Learning)

How to view disconnected logins and remove them from the application.

Deactivate Users
(E-Learning)

Using the administration toll to deactivate users in Sage 200.

Manufacturing & Bill of Materials - coming soon

Projects & Construction - coming soon