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WFH Tip For Sage 100: Go Paperless

February 24, 2021 by Wayne Schulz Leave a Comment

If your workflow is now like that of many companies you probably have most or all of your staff working from home.

When your staff is working in Sage 100 they are likely printing and updating journals and registers as they go about their regular workday.

These registers require paper and if you are manually printing and requiring staff to come into the office to later file the journals and registers – you are working too hard.

Sage 100 includes a feature called Paperless Office. It’s essentially taking all those journals and registers and automatically saving them as PDF files in a location determined by you.

What’s nice about this feature is that once enabled it automatically saves a copy of the output no matter whether your staff tries to send it to a printer or manually creates a PDF.

Sage has a set of detailed instructions online. These only look complicated as the actual setup is fairly straightforward.

If you decide to setup Paperless Office in Sage 100, here are a couple quick tips.

  • Create a common storage location which will survive upgrades. Don’t embed the saved paperless documents inside the \MAS90 folder or you’ll need to move them ( or keep that old folder ) with each upgrade.
  • Usually what we do is create a folder \acct then inside there have a folder \v20xx for the actual Sage 100, also a \acct\Paperless folder which holds the paperless documents.

That’s it. It’s very easy to automatically saved copies of your journals and registers to PDF automatically which will save your staff from having to manually file those documents.

With a little more setup effort you can also email out invoices using paperless. Some third-party credit card processors also support embedding links inside the invoices so your Sage 100 customers can pay directly from the invoice.

Previously we’ve had some customers dismiss paperless office as an unnecessary step. Now with more companies adjusting to working from home this handy feature is not only included in your product but can provide a very real return on your Sage 100 investment.

Filed Under: Sage 100 ERP, sage 100cloud Tagged With: paperless, sage 100

When is Sage 100 2021 Due for Release?

February 19, 2021 by Wayne Schulz Leave a Comment

According to the latest chart illustrating the supported versions of Sage 100 we can expect the next release – Sage 100 2021 – in April of 2021.

Sage has adhered to what they call an N-2 strategy for support. This means that the current release and two immediate releases are supported by Sage.

Do You Need To Upgrade Immediate?

In most cases companies wait 1 to 3 months before upgrading to the latest release. How long you should wait depends on the complexity of your Sage 100 system.

If you have multiple third-party integrations or enhancements then you may have little choice but to wait until all those enhancements are available for the most current Sage 100 release.

Although Sage officially supports a total of three versions you might find the support for the current and one immediate release also include product updates which are bundles of fixes ( and sometimes enhancements ) .

Where Can I Find More Information About Each New Release?

Sage maintains a site containing the latest what’s new and administrator guides for each version of Sage 100. This site may be accessed without any need to login and is something you should bookmark for future reference.

Click here for Sage 100 Reference Site – New Release Guides, Installation Instructions, etc.

Filed Under: Sage 100 ERP, Sage software Tagged With: sage 100

Sage 100 Partner Cloud List of Supported ISVs as of January 2021

February 12, 2021 by Wayne Schulz Leave a Comment

Sage has just released an initial list of the ISV (Independent Software Vendor) solutions which they have tested and found to work with the initial Sage Partner Cloud offering for Sage 100.

This offering is one where the Sage partners manage the Sage 100 implementation into an Azure cloud environment. Much of this is facilitated by the Sage Provisioning Portal which allows partners to deploy pre-configured virtual images thus streamlining initial setup.

Sage indicates that they will be updating the list of Sage 100 ISV solutions supported in the Sage Partner Cloud on a monthly basis.

Here is the list for January 2021

Filed Under: Sage 100 ERP, Sage software

Sage 100 User Help Files and Table Layouts – Version 2018 – 2020

January 27, 2021 by Wayne Schulz

Sage File Layouts Online

It’s not always convenient to log into your Sage 100 when a question comes up about either the program or one of the many files used by the system.

The Sage Knowledgebase ( KB ) indicates where file layout information for Sage 100 can be found within the program there is another more convenient to find this information and it doesn’t require that you log into Sage.

File Layout for versions for versions 2018 through 2020 are available on the web for anyone with a browser.

There is no login required.

Here’s a list fo the links to the File Layout and Program Information from 2018 ( the first year that Sage listed this data online ) through 2020.

Sage 100 v2018 File Layouts and Program Information

Sage 100 v2019 File Layouts and Program Information

Sage 100 v2020 File Layouts and Program Information

Sage 100 Help Files are also online for the same 2018 to 2020 time period.

Sage 100 2018 Documentation and resources

Sage 100 2019 Documentation and resources

Sage 100 2020 Documentation and resources

Be sure you bookmark these file locations so you have the readily accessible the next time you have a question about Sage 100.

Filed Under: Sage 100 ERP Tagged With: file layout, help files, sage 100

Expect Sage 100 1099-NEC Functionality in Purchase Order With These Updates In Spring 2021

January 18, 2021 by Wayne Schulz

For the 2020 tax year, the IRS introduced a new 1099-NEC form. This new form replaces the 1099-MISC for reporting non-employee compensation.

Sage has incorporated this update into accounts payable provided you are using the most recent versions.

What has been missing is the ability to set 1099-NEC boxes in the Purchase Order Module. Initially Sage indicated that this functionality would be added in a future release.

Recently Sage provided guidance on how they would add 1099-NEC functionality for those who rely on purchase orders.

The following Sage 100 versions will receive an update adding 1099-NEC functionality to purchase orders (Estimated release – Spring 2021 ):

Sage 100 2021
Sage 100 2020 Update 2
Sage 100 2019 Update 5

Filed Under: Sage 100 ERP, sage 100cloud

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Sage 100cloud Latest News

  • WFH Tip For Sage 100: Go Paperless February 24, 2021
  • When is Sage 100 2021 Due for Release? February 19, 2021
  • Sage 100 Partner Cloud List of Supported ISVs as of January 2021 February 12, 2021
  • Sage 100 User Help Files and Table Layouts – Version 2018 – 2020 January 27, 2021
  • Expect Sage 100 1099-NEC Functionality in Purchase Order With These Updates In Spring 2021 January 18, 2021
  • What Are The Differences Between Sage 100 Perpetual and Subscription Licenses? January 11, 2021
  • Sage 100 Aatrix e-Filing Bug Erroneously Reports Bad SSN Matches for 2020 January 6, 2021
  • There is No Sage 100 IRD for 2020 January 6, 2021

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