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Self Service

Use the Self Service application to access Sage 200 data remotely via a web browser. From the Self Service application you can:

The Self Service application is automatically available with all deployments of Sage 200.

You can access Self Service if the Is Web user option is selected on your Sage 200 user account in Sage 200 System Administration.

To access Self Service for On Premise deployments

Sage 200 Self Service is accessed using the following URL: https://<Your Sage 200 file server>:10444/Sage200SelfService.

The website is installed by default to an internal facing website. Additional configuration will be required to install Self Service on an external facing website. See the Sage 200 On Premise Deployment and Installation Guide for more information.

To access Self Service for Sage 200 Online

Sage 200 Self Service is accessed using  a URL generated for your site in Sage ERP Online Services. See the Sage 200 Online Deployment and Installation Guide for more information.

We recommend that you create a desktop short cut for this URL.

To set up Self Service

Set up your users

To access the Self Service application must be set up as Sage 200 user and have the Is Web User option selected in your user properties.

Open: Sage 200 System Administration > Users | General.

Assign the relevant features to the relevant roles.

Access to the workspaces using both the Self Service application and the desktop is controlled using the Workspaces features. You must be a member of a role with access to the relevant workspace features to see the workspaces in Self Service. If you can access the workspace in the desktop application, you will also be able to do using Self Service.

Some workspaces also have a limited number of actions when accessed from Self Service, such as adding memos or viewing attachments. Each of these actions is also controlled by a feature in System Administration.

To assign the workspace features

Open: Sage 200 System Administration.

  • Select Roles, right-click a role and select Features > Workspaces.

  • Choose the required workspaces and workspace actions.

To set up Self Service for timesheets and expense claims

Self Service will use the same settings, resources and hierarchies, and projects that you set up in Project Accounting. As long as a you can enter timesheets and expense claims in Sage 200 Project Accounting, you will also be able to do so using Self Service.

To enter and authorise timesheet and expense claims in Self Service, you must assign additional features. You must also be set up as a Resource in Project Accounting.

Assign timesheets and expense claims features to the relevant roles

Open: Sage 200 System Administration.

  1. Select Roles, right-click a role and select Features.

  2. Assign the relevant features to the role:

    Feature Task

    Timesheets > Add Timesheets

    Enter timesheets.

    Timesheets > Authorise Timesheets

    Authorise timesheets.

    Expenses > Add Expenses

    Enter expense claims.

    Expenses > Authorise Expenses

    Authorise expense claims.
Set up users for timesheets and expense claims

To enter timesheets and expense claims using Self Service, you must have a Sage 200 user account which is assigned to a resource in Sage 200 Project Accounting.

To access Self Service timesheets and expense claims:

  1. Create a resource record in Project Accounting.
    1. Create a resource record for each user.
    2. On the resource Details tab, link the resource to the user account by setting the Sage 200 user name.
    3. On the resource Defaults tab, specify the Expense Claim payment method.
    4. On the resource Permissions tab, specify whether the resource can amend their cost charge and pay rates.
  2. Add the resource to the hierarchy.
  3. If you use authorisation, you may also want to set authorisation permissions for the resource.
To set up Self Service to authorise purchase orders

To authorise purchase orders in the both the Self Service and Desktop applications, you must have the relevant workspace features and Authorise Orders feature assigned to your role and be set up as an authoriser in the Purchase Order Processing module.

To assign the relevant features

Open: Sage 200 System Administration.

  1. Select Roles.
  2. Right-click and select the following:
    1. Features > Purchase Order Processing > Administration >Authorise Purchase Orders.
    2. Features > Workspaces > Purchase Order Authorisation, and Purchase Order Notifications.
To set the user up an Authoriser

Open: Purchase Order Processing > Utilities > System Set Up > Maintain Authorisation Rules.

  1. Select the relevant authorisation rule(s).
  2. Add the user to the list of authorisers.
See also

What do you want to do?

See how to use workspaces

Authorise purchase orders using Self Service

Enter timesheets using Self Service

Enter expense claims using Self Service

Authorise timesheets in Self Service

Authorise timesheets in Self Service

Reference

FAQs: Self service timesheets and expense claims

Troubleshooting the Self Service website

Troubleshooting workspaces

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