Welcome to the Support Newsletter for July. This month we will be reviewing the set-up for e-Banking.
While you might have assumed that we’ve completed the introductions for our Support Team, there’s actually an additional member we’re excited to welcome. Many of you may already be familiar with her, particularly those who have called in for support. Let’s extend a warm welcome to Alison!
Sage 200
Most frequently, you opt for electronic payments to your suppliers. However, e-Banking serves a broader purpose beyond supplier payments. Specifically, it allows for electronic submission of your VAT return if this feature is configured in your Sage system. Navigate to Purchase Ledger > Utilities > Ledger Setup > Ledger Settings. Ensure that the following settings are ticked to enable e-Banking to work.
The next step is to install the e-Banking component. Navigate to the Cog icon in the top right of your Sage screen > Installers > Install e-Banking components.
Installing the appropriate e-Banking component might appear challenging, but follow the on-screen instructions to complete the process. You’ll find a list of compatible banks to choose from via this link. Compatible banks (sage.co.uk)
In the final stage of the process, you’ll configure the steps within Sage 200. Begin by setting up a payment group. This step generates the e-Banking document. To do this, navigate to Purchase Ledger > Utilities > Ledger Setup > Ledger Settings > Payment groups tab. From the Payment Document drop-down menu, select ‘Electronic Payment’.
To proceed, add the suppliers you wish to pay using this method. Navigate to Purchase Ledger > Suppliers List. Highlight your chosen supplier, then select ‘Amend Account’ from the top of your screen. In the Payment tab, choose the ‘Payment Group’ option, and select ‘Paid by e-Banking.’ This completes the setup you’ve just configured.
To complete the process, connect all the components by going to Cash book > Bank Account list. Highlight the bank you want to use for payments, then select ‘Amend Account’ > ‘e-Banking’ > ‘e-Banking Service.’ Finally, choose the desired service.
In the ‘Select File Locations’ section, you can specify the file location for your e-Banking files. Opt for a shared location to allow other users access even when you’re absent. Additionally, within this screen, you can customize the file format, such as choosing CSV.
You’ve completed the process, and now you can utilise e-Banking to make supplier payments within your Sage 200 system.
Cim200
Are you familiar with our Roadmap? It’s the place to find out about the new features and updates that are in the pipeline for Cim200’s upcoming release. Expect over 15 enhancements and new functionalities to arrive in our next release, scheduled for August 2024.
Additionally, we offer a Wishlist feature where you can explore our desired developments, endorse wishes you find advantageous with an upvote, or contribute your own ideas for potential inclusion in subsequent versions of the software.
Meet the Team
The Support Team at CIM is made up of six permanent members whose skillset covers Sage 50 Accounts, Cim50 Manufacturing, Sage 200, Cim200 Manufacturing, Sage CRM and Swan software. We also provide support for third party add-ons, such as Draycir (Spindle), Eureka and Sicon.
Spotlight on Alison
Alison joined CIM in November 2016 where she took on the role of managing incoming calls and meticulously recording your support inquiries, among various administrative duties. She’s now transitioning to the CIM Support Team, where she’ll be handling support enquiries specifically for the 50 suite. Those who have had the pleasure of interacting with Alison are familiar with her cheerful nature and her eagerness to assist in any way possible, traits that make her an excellent addition to the support team. Outside of work, Alison absolutely loves a club banger and will often be seen cutting up the dancefloor!
We hope these guides/articles will be of assistance, however, if you wish to discuss these further, please contact the support team by clicking the button at the bottom of this newsletter.
With Financial Year End fast approaching, did you know that the CIM Support Desk can assist with a back-up of your live data and create a new company (if required) free of charge?
If you would like to take advantage of this, all we ask is that we are given a minimum of two working days’ notice to schedule it in.
Please note this only applies to one data set, multiple data sets would be chargeable and have a longer lead time.
