A Guide to Switching from Sage 200

With the announcement that Sage will be removing their Sage 200 Manufacturing functionality and ending all support for the module in December 2025, it’s important to consider alternative systems for your business. If you don’t migrate to a new software, you risk having no security updates, bug fixes or new features to the current Sage 200. Here’s a guide to seamlessly transition to a new software.

Identify Your Needs

One of the first steps to transitioning from Sage 200 is identifying your needs for a new software. Features to consider are automation capabilities, which allow automatic repetitive tasks such as invoicing, bank reconciliation or reporting. Additionally, you should ensure the new system provides real-time reporting to provide you with insights into your financial data.

Ability to accommodate to growth is also important, so as your business increases data and users, the software can keep up. Opting for a cloud-based solution is another feature that is recommended to enable remote access and improve collaboration. Ensure the software you choose is compatible with your current tools, such as CRM systems or e-commerce platforms to maintain your workflow.

Choose the Right Software

Research and evaluate the alternative software you might choose. Some systems you might consider are:

Oracle NetSuite

This is a suitable choice for larger businesses or those needing advanced ERP (Enterprise Resource Planning) and accounting functionalities.

Zoho Books

Zoho Books is a cloud-based accounting solution with customisation options and a focus on customer relationship management. It can streamline accounting requirements for small businesses and connects finance and other business departments.  

SAP

This software might be the right choice for businesses who are looking to streamline their financial processes. Its real-time reporting features provide you with insights for improvement.

Microsoft Business Central

Microsoft Business Central software provides medium-sized businesses with accounting and supply chain management functionality. It’s a complete ERP solution that allows you to manage all your modules from one place.

Plan

It’s imperative to create a clear plan to migrate to the new system to minimise disruption. This isn’t as simple as transferring data, so being prepared and planning this process beforehand is key. Ensure that the new system functions correctly and meets all your business’ requirements before you fully transition.

Step 1: Securely back up all data from Sage 200 to prevent loss during the migration process.

Step 2: Review your existing data for inaccuracies, duplicates, or outdated entries to allow a clean and organised transfer.

Step 3: Align data fields between Sage 200 and the new software to ensure compatibility and reduce the risk of errors.

Step 4: Schedule the software transition during a period of lower activity to reduce disruptions to business operations.

Step 5: Conduct a trial run prior to the full migration to avoid any potential issues before going live with the new system.

To keep your accounting functions running smoothly, it’s recommended to consider switching from Sage 200 if you’re currently using this system. There are a variety of software on the market, each with their own features and benefits. The right one for your business will depend on your unique needs as a business.

At Ratiobox, as accounting experts, we specialise in guiding businesses through their accounting responsibilities, including using software. Our professionals are competent and trained to use a range of software solutions, so we can work with you no matter what you use. We offer system optimisation, as well as ongoing support so we can help if you encounter any issues or answer any questions you have regarding your new system.

If you’re considering outsourcing your accounting or using financial director services, talk to our team today and see how we can help.