Sage (UK) Ltd

Sage 200 for Education

With financial management becoming increasingly complex for schools and academies, you need a tool which will help you manage things with ease. Sage for Education is an online financial management solution tailored specifically for the education sector, helping you manage your school’s income, funding, expenditure, track budgets and produce reports.


  • •Straightforward online financial management solution for the education sector
  • •Consolidated management reporting across schools or multi-academy trusts
  • •Tailored reporting for your school, academy or multi-academy trust
  • •Automated backups for peace of mind your data is safe
  • •Scalable system - Configure the features and functionality you need
  • •Commitment Reporting
  • •Departmental Analysis
  • •Management and VAT Report Pack
  • •Fund Management
  • •Compliance with ISO 9001 for data security


  • •Access data anytime, anywhere - data at your fingertips
  • •Low total cost of ownership and improved process efficiency
  • •Implementation and support direct from Sage
  • •Instant insight with powerful reporting
  • •A nominal structure relevant to your school, academy or MAT
  • •No need to purchase, power and maintain expensive hardware
  • •Integrated, flexible solution specifically developed for the education market
  • •Understand spend versus budget, taking into account committed costs
  • •Manage Nominal/Sales/Purchase Ledgers and Cash Book
  • •Part of the Peloton proposition with PwC and iSAMS


£200 per licence

  • Education pricing available

Service documents

G-Cloud 10


Sage (UK) Ltd

Sage G-Cloud Team

0845 111 9988

Service scope

Service scope
Software add-on or extension No
Cloud deployment model Public cloud
Service constraints No Constraints
System requirements
  • Windows 7, Windows 8.1, Windows 10
  • Processor: Minimum 2.8GHz Pentium 4 or equivalent
  • Minimum 7,200 rpm SATA with 500MB disk space required.
  • Minimum Memory 2 GB
  • Network Wired Gigabit Ethernet or Wireless Connection
  • 3.5Mbps Download 0.9Mbps Upload Maximum 70msLatency to the Data Centre*

User support

User support
Email or online ticketing support Email or online ticketing
Support response times 1 hour. No Weekends
User can manage status and priority of support tickets No
Phone support Yes
Phone support availability 9 to 5 (UK time), Monday to Friday
Web chat support No
Onsite support Yes, at extra cost
Support levels 1 level of support as standard. This includes Telephone and Email support services for customers.
Support available to third parties Yes

Onboarding and offboarding

Onboarding and offboarding
Getting started We provide user documentation, onsite training and implementation as well as telephone support
Service documentation Yes
Documentation formats HTML
End-of-contract data extraction Data base can be backed up as a MSQL BacPac file.
Data can also be exported to common format such as csv.
Data is stored for 6 month after contract expiry.
End-of-contract process Contracts are automatically renewed at the end of the term.
Customers are notified during this process and can opt out if required

Using the service

Using the service
Web browser interface No
Application to install Yes
Compatible operating systems Windows
Designed for use on mobile devices Yes
Differences between the mobile and desktop service Limited read only access
Accessibility standards WCAG 2.0 AA or EN 301 549
Accessibility testing Service interface testing
Accessibility testing is a formal part of our product testing proces
What users can and can't do using the API A RESTful API is available for Sage 200 Standard supporting common verbs of Put, Post, Get and Delete.
Support for many operations across Sage 200 Standard.
Setup by default.
Limited operations, full detail on API documentation portal
API documentation Yes
API documentation formats
  • Open API (also known as Swagger)
  • Other
API sandbox or test environment No
Customisation available Yes
Description of customisation Sage 200 for Education can be extended via the API


Independence of resources The services are optimised by load balancing the servers on Azure and isolated databases.


Service usage metrics Yes
Metrics types Service metrics are available on request such as total availability.
Reporting types
  • Real-time dashboards
  • Reports on request


Supplier type Not a reseller

Staff security

Staff security
Staff security clearance Other security clearance
Government security clearance Up to Baseline Personnel Security Standard (BPSS)

Asset protection

Asset protection
Knowledge of data storage and processing locations Yes
Data storage and processing locations EU-US Privacy Shield agreement locations
User control over data storage and processing locations No
Datacentre security standards Complies with a recognised standard (for example CSA CCM version 3.0)
Penetration testing frequency At least every 6 months
Penetration testing approach Another external penetration testing organisation
Protecting data at rest Physical access control, complying with another standard
Data sanitisation process Yes
Data sanitisation type
  • Explicit overwriting of storage before reallocation
  • Deleted data can’t be directly accessed
Equipment disposal approach Complying with a recognised standard, for example CSA CCM v.30, CAS (Sanitisation) or ISO/IEC 27001

Data importing and exporting

Data importing and exporting
Data export approach Data can be exported in common format such as CSV.
Backup can also be taken from the Azure platform which can be restored in to a local copy of SQL
Data export formats CSV
Data import formats
  • CSV
  • Other
Other data import formats Xml

Data-in-transit protection

Data-in-transit protection
Data protection between buyer and supplier networks TLS (version 1.2 or above)
Data protection within supplier network TLS (version 1.2 or above)

Availability and resilience

Availability and resilience
Guaranteed availability Subject to clause 4 of this Service Level Agreement, we guarantee that the Online Solution shall be available (by which we mean that
all features and functionality of the Online Solution are accessible) at least 99.9% of the time, outside Scheduled, Planned and
Emergency Maintenance downtime (the “Service Level”).

Fixed scheduled maintenance windows apply to the Online Solution between 10pm and Midnight UK Time each Friday and on the first
Friday of each month from 10pm until 3am UK time on the following Saturday morning (“Scheduled Maintenance”). During this time we
may need to restrict or suspend access to the Online Solution and we ask that you do not access or use the Online Solution during this

If we fail to achieve the Service Level in any particular month, you may claim a service credit in accordance with our Service Level Agreement.
Approach to resilience Available on request
Outage reporting A public dashboard is available on the Sage website

Identity and authentication

Identity and authentication
User authentication needed Yes
User authentication Username or password
Access restrictions in management interfaces and support channels Restricted access controls in-place for all relevant customer data
Access restriction testing frequency At least every 6 months
Management access authentication
  • 2-factor authentication
  • Identity federation with existing provider (for example Google Apps)
  • Username or password

Audit information for users

Audit information for users
Access to user activity audit information Users have access to real-time audit information
How long user audit data is stored for At least 12 months
Access to supplier activity audit information Users have access to real-time audit information
How long supplier audit data is stored for At least 12 months
How long system logs are stored for At least 12 months

Standards and certifications

Standards and certifications
ISO/IEC 27001 certification No
ISO 28000:2007 certification No
CSA STAR certification No
PCI certification No
Other security certifications No

Security governance

Security governance
Named board-level person responsible for service security Yes
Security governance certified Yes
Security governance standards ISO/IEC 27001
Information security policies and processes We have a dedicated live services team that work 24/7 alongside the security team.
We have internal procedures covering any identification or notification of security issues.

Operational security

Operational security
Configuration and change management standard Supplier-defined controls
Configuration and change management approach Internal IT Controls framework in-place based on industry standard model Secure Development lifecycle in-place Internal and External Security reviews for all new and significant changes Change Board established incorporating security sign-off
Vulnerability management type Supplier-defined controls
Vulnerability management approach Sage operates an information security policy and controls framework covering security and continuity of service. The framework includes policies and controls in the following areas: • Information security policies • Organization of information security • Human resources security • Asset management • Access control • Cryptography • Physical and environmental security • Operations security • Communications security • System acquisition, development and maintenance • Supplier relationships • Information security incident management • Information security aspects of business continuity management • Compliance
Protective monitoring type Supplier-defined controls
Protective monitoring approach Full monitoring in-place across all hosted elements of this product Incident Management process activated when compromise identified Rapid response times supported by customer SLA's
Incident management type Supplier-defined controls
Incident management approach Pre-defined Incident Management process established for common and exceptional events User's report incidents via our customer services communication channels Internal incident reports published

Secure development

Secure development
Approach to secure software development best practice Conforms to a recognised standard, but self-assessed

Public sector networks

Public sector networks
Connection to public sector networks No


Price £200 per licence
Discount for educational organisations Yes
Free trial available No


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