Sage 200 Project Accounting
The Sage 200 Project Accounting module can be adjusted to suit the needs of businesses requiring simple or detailed costing and analysis structures. It provides in-depth analysis and reporting features to make sure projects remain on target and profit levels are maintained.
The Project Accounting module can be used by any business that provides a service, such as consulting, financial services, market research and software development.
- You can set up a simple or detailed project structure that suits the way your business works with amendable titles to suit your businesses terminology.
- Track the profitability of your projects with customised structures, flexible cost transactions, drill down analysis and accounts integration.
- Flexible timesheet and expenses entry, authorisation and payments, including import from simple .csv files.
- You can automate your billing process by means of schedules and generate one-off invoices. Costs can be billed on a ‘cost-plus’ basis or invoices raised on the ‘percentage complete’ for fixed priced projects. There are also many other options to match the way that you bill your clients or customers.
- View, sort and filter customisable reports and enquiries, to show the position of your projects at anytime – including data such as progress against budget, billings to date, revenue per project, change orders, and much more helpful project-related information.
- Sage 200 Financials is a pre-requisite.
Sage 200 Web Time and Expenses - this straight forward to use optional add on to the Sage 200 Project Accounting software allows users that work remotely to enter their time and expenses through a web interface. The entries are synchronised back into Sage 200 for approval and allocation to their specific projects.
NOTE - Sage 200 Project Accounting is not a Project Management tool.
Sage 200 Project Accounting Brochure
Our Services
Dayta Designs is a Sage Beta Testing partner for the Project Accounting Module. We offer a full suite of Sage 200 services covering;
- Software Sales - Dayta Designs is a Sage Business Partner and is authorised to sell Sage 200 software modules.
- Project Scoping - working with the customer to match the needs of their business to the capabilities of the Sage 200 software. This will result in the confirmation of which functionality should be implemented and where bespoke development needs exist, if any. This will be documented in a fully priced project proposal document.
- Project Implementation - we have developed a tried and trusted implementation approach for Sage 200 projects, as follows;
- Kick-Off Meeting - working with the customer we agree task responsibilities, the project timetable and staff training needs.
- Data Migration Assessment & Testing - one of the first tasks in a Sage 200 implementation project is to define the ‘ease’ with which historic data can be migrated into the Sage environment. Tackling this first allows the project team to make certain configuration decisions earlier than otherwise which can save time and project risk. It also allows the customer to enact any data cleansing activity ahead of the need for the live data. If required, Dayta Designs can develop bespoke applications to help migrate data.
- Sage Software Installation - the Sage 200 software is installed on a server and the administration configured, including setting up users.
- Sage Software Configuration - working with the customer’s project team, we will configure the various elements of the Sage 200 software. This stage typically takes 2-4 days, but varies greatly by complexity and reporting requirements.
- Bespoke Developments - if required, bespoke developments are undertaken in parallel to the Sage Software Configuration stage.
- Key User Functionality Step-Through & Testing - once the main configuration settings have been implemented, key users are stepped-through the system functionality to ensure that the settings are correct and that no adverse ’ripple’ consequences have been created.
- End-User Training - users not involved in the implementation project are now trained using the final system configuration.
- Live Data Migration - the live data from the historic system can now be migrated into the new Sage 200 environment by whatever means have been defined during the earlier assessment and testing phase. The historic system is typically archived at this point and no longer used for live transactions, though it may still be required for reporting purposes.
- Go Live - once the data is loaded and has been quality assured, the Sage 200 system can go live and be used for all future transactions. Dayta Designs staff will be on customer site for the go live day.
- Project Review Meeting - after about 3 months of live running the project team re-assemble to review its status. System changes can be discussed and scheduled if needed.
- Telephone Support - once the Sage 200 system has gone live it will be fully supported by Dayta Designs through our comprehensive telephone support service. The fee for the first 12 months of support is normally included in the project implementation pricing.
- Bespoke Development - Dayta Designs is a Development Partner of Sage and is approved to undertake bespoke software developments within the Sage 200 environment, whether we implemented the Sage 200 system or not.