sage 100cloud | Schulz Consulting

What’s New in Sage 100 4.4 through 2020?

April 19, 2020 by Wayne Schulz

Sage 100cloud version 2020 was released on March 18, 2020. This update includes new features including the ability for customers to pay by credit card from an emailed invoice, multiple Purchase Orders on one receipt of goods/invoice and an easier way to reverse an entire run of Accounts Payable checks.

While Sage offers an extensive overview of new features in their Customer Upgrade Guide ( 2020 Version ), I’ve summarized dozens of pages into the top new features for each release starting with version 4.4 and ending with the latest 2020 release.

This What’s New Brief – Sage 100 4.4 to 2020 is available here. Please print it or refer to it as you go about your Sage 100 upgrade.

Free Sage 100 Training Through May 31, 2020

April 7, 2020 by Wayne Schulz

Through May 31, 2020, Sage is offering a variety of free online training for many of its products – including Sage 100 and Sage 100cloud – via their Sage U online training site.

To access the free training you’ll need to create a Sage U account ( free ) and then access the Sage 100 courses via this link.

After completing the training, you can optionally take a variety of certification exams available for:

General Ledger Specialist
Accounts Payable Specialist
Accounts Receivable Specialist
Payroll Specialist
System Administrator Specialist

Available courses include:

General Ledger
Accounts Payable
Accounts Receivable
Payroll 2.0
Inventory Management
Purchase Order
Sales Order
Job Cost
System Administrator
Program and Data Files

Sage 100 Cloud Learning Series

Sage is also hosting a learning series that offers monthly courses designed for new customers or those who want a refresher.

Crystal Reports for Beginners – April 16, 2020, 12 PM EST
- How to create a basic report for Sage 100 using the Crystal Reports Wizard
- How to determine your data source which will be used to populate the report
Creating a Payroll Report that Shows the Employee’s Encrypted Data – June 18, 2020, 12 PM EST
- How to use Crystal reports to create a report that will allow you to see encrypted and highly sensitive employee information
Creating Dashboards Using Sage Intelligence Reporting – August 12, 2020, 12 PM EST
- Would you like to see a visual representation of your data with the ability to filter interactively?
- How to create a dashboard using Sage Intelligence Reporting
Using Business Insights Explorer to Work More Efficiently – October 6, 2020, 12 PM EST
- How to streamline access to critical data by creating default settings for data you regularly view and personalize it to meet your individual needs
- How to easily use drill down and drill around functions as well as how to access related tasks
Making the Most of Visual Process Flows – December 9, 2020, 12 PM EST
- Would you like to navigate easily through processes – perhaps those you use infrequently or to help new employees learn how to streamline their workflows?
- About visual process flows available to you
- How to modify a process flow and add it to your desktop

For more information about the free Sage 100 training opportunities available to you from Sage please visit the Sage U website here.

Sage Extends Support for Sage 100 Version 2017 To September 2020

April 1, 2020 by Wayne Schulz

Sage has officially extended phone support for Sage 100 2017 through September 30, 2020. Previously, official support for this release was slated to end with the release of Sage 100 2020 ( March 18, 2020).

Sage notes extended support is only for phone support.

Phone support only. We may not research newly reported defects in this version of the product

Important Considerations For Payroll Users Still on Sage 100 2017

2019 IRD (released in December, 2019) was the last IRD that will be released for Sage 100 2017, and the 2020Q1 Tax Table Update (released on January 30, 2020) was the last TTU that will be released for Sage 100 2017.

In order to stay compliant with Payoll and AP 1099 form printing, you will need to upgrade to Sage 100 2019.3 or higher and (if using Payroll, upgrade to Sage 100 Payroll 2.20.1 or higher).

Due to substantial changes to the tax code that materially impact the 2020 payroll tax year, the IRS released a new Form W-4.

Sage 100 2017 and earlier will not support the additional fields necessary to correctly calculate federal withholding taxes. If you are unable to upgrade to Payroll 2.20.0 or higher prior to needing to use the new Form W-4, you will need to manually calculate Federal Withholding for every payroll for employees who need to use the new Form W-4.

Sage Supported Platforms – Sage 100cloud Version 2020 ( 3/18/2020 )

March 24, 2020 by Wayne Schulz

Sage has released the Supported Platforms Matrices – aka SPM – for Sage 100 and Sage 100cloud 2020. Documents for the older versions do not appear to have been updated.

The SPM provides guidance on the exact server and workstations operating systems supported by the various Sage versions as well as their suggested memory requirements.

The Supported Platform Matrix for version 2020 has an update date of March 2020. Documents for the earlier versions still contain a May 2019 date.

A quick review of the prior and current SPM reveals that the main change appears to be the addition of Server 2019 to the list of supported network servers. Also, memory requirements have been boosted from a minimum of 3 GB to a minimum of 8 GB starting server RAM.

To download a copy of the Sage 100 Supported Platforms Matrices – visit the Sage support website here.

The Road Ahead for Sage 100cloud version 2020.0 and Beyond ( March 26, 2020 Webinar )

March 11, 2020 by Wayne Schulz

Sage will host a Road Ahead webinar focused on the new features in Sage 100cloud 2020 as well as certain plans for future releases.

The webinar is on March 26, 2020, from 1 PM to 2 PM and is open to end-users ( customers ) as well as consultants who are using Sage 100cloud.

From the Sage site:

Our level of investment in Sage 100cloud is increasing, and the benefits that our customers are seeing continue to grow. 2019 was a big year for Sage 100cloud, with many features exclusively available to subscription customers. We completed our ‘Journey to Framework’ with the release of Sage Production Management. And Sage 100cloud was recognized as a market leader by G2 Crowd. Tune in to see how this momentum with Sage 100cloud continues to build.

You will learn:

How we are continuing to invest in Sage 100cloud
What’s new with the Sage 100cloud product update
New features, enhancements, and more that will help optimize your solution’s performance

When: Join us on March 26th at 1 PM EST.
Please note a recording of this webinar will be made available shortly after it airs.

The Road Ahead for Sage 100cloud version 2020.0 and Beyond

Sage 100 Cloud Learning Series

Important Considerations For Payroll Users Still on Sage 100 2017

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