No October Surprises Here

Hello, Sage 100 enthusiasts! It’s that magical time of year when Sage graces us with updates as essential as your morning coffee. So, let’s cut to the chase and break down what’s coming and what you need to do to stay in the game.

First, if you expect an update in October, you can relax. Sage has decided to skip an October payroll update. So, you’ve got a bit more time to prepare for the ones coming in November and December.

November 2023: Tax Table Refresh

Mark your calendar for November 2023 because that’s when a Sage 100 payroll tax table update is dropping. It’s your yearly nudge to ensure your system is current with all the new tax rates and rules. Don’t be the one who sails into 2024 with last year’s tax tables. It’s not a good look.

December 2023: Double Whammy—Payroll and Forms Update

December is shaping up to be a busy month. Not only is Sage rolling out a Payroll update, but they’re also releasing a forms update. The details are still under wraps, but you’ll want to hit “Install” sooner rather than later.

Compatibility Alert

Here’s some vital information: the December update is only compatible with Sage 100 versions 2020 and later. If you’re still hanging onto versions 2018 or 2019 for payroll or 1099s, you’ll need to upgrade before you can apply this update. No exceptions.

The Fine Print: Who Needs to Upgrade

Listen up if you’re using Sage 100 versions 2018 or 2019 (or prior). You’ll need to upgrade to one of the following versions to install the December Payroll and forms update:

2023.x
2022.x
2021.x
2020.x

Fail to do so, and you’ll be greeted with a failed update and many tax form headaches.

Legacy Users, Take Note

For those on unsupported legacy versions, you’re not directly impacted by this update. But let’s be honest; you might want to consider joining the rest of us in the current decade.

Looking Ahead: The n-3 Policy.

Starting in 2024, Sage is adopting an n-3 support policy for payroll updates. This means each new update will play nice with the latest version and the three preceding versions of Sage 100. Plan your upgrades accordingly.

Questions? Reach Out

If all this talk of updates and versions puzzled you, don’t hesitate to contact your Sage 100 partner or consultant. They’re the pros who can help you navigate this maze.

Are you contemplating a Sage 100 upgrade and curious about what’s new in Sage 100? We’ve covered you with our comprehensive list of the top new features sorted by Sage release. This guide starts and version 4.4 and goes through the current Sage 100 2023 release.

Please note that all active Sage 100 users must be on a TLS 1.2 compatible version of Sage 100 by October 1, 2023, when the Sage Licensing Servers ( SLS ) require all incoming connections to be made with TLS 1.2.

Sage 100 Versions That are TLS 1.2 Compliant

The following versions are compatible with TLS 1.2 and will not experience an issue with the new licensing requirements.

2023.x
2022.x
2021.x
2020.1 ( PU1 )
2019.4 ( PU4 )
2018.10 (PU10)

Quick Links: Sage 100 New Features By Version

Sage 100 New Features | Sorted By Version – 4.4 to 2023

See footnotes (click here) for differences between perpetual and subscription licenses.

Sage 100 New Features – Version 2023 ( April 2023 )

Expect this version to be supported through the release of Sage 100 v2026 – estimated April 2026
Requires Crystal Reports v2020
Beginning with version 2023, Sage 100 has been consolidated into a single product with one set of registration keys. You choose the product architecture from Stand-Alone or Client/Server during installation. If you choose Client/Server architecture, you choose between ProvideX or Microsoft SQL Server for your database. There is no additional cost for a different architecture, and you won’t need to obtain separate keys for your chosen architecture.
The number of years to retain history now defaults to nine years. For those upgrading, this update does NOT affect your existing settings.
iShip tracking has been replaced by a new tool that uses the respective carrier’s website. USPS, UPS, FedEx, DHL, and OnTRac are handled automatically, with other carriers managed through Google.
SAP Crystal Reports 2020 is now used ( previously, Crystal Reports 2016 was used by Sage 100 2018-2022).
ACH Account and Routing Numbers are now masked and only users with the appropriate security may view this information.
Inactive warehouses may now be hidden
Show/Hide zero quantities for lot/serial items
Multiple enhancements to Inventory Requirements Planning
Messages about expired Sage licenses may be suppressed depending on the user
Production Management scheduling features have been enhanced

Sage 100 new features v2023 Online Guide ( PDF ) – What’s New in Sage 100 2023

Sage 100 new features v2023 Online Guide ( HTML ) – Sage 100 2023 Upgrade Guide

Sage 100 2022 ( April 2022 )

Expect this version to be supported through the release of Sage 100 v2025 – estimated April 2025
Add public favorites available to all Sage 100 users
Save data selections in report settings
PNG, TFF, and JPEG files are now supported with Inventory Maintenance
Exclude inactive items from ALE lookups
The default years to retain history are now five years
Production Management is now on the installation media, and it replaces Work Order ( though WO is available but only by special request, and WO will NOT run alongside PM in any company – it’s either WO or PM, but both may NOT be installed)
Work order history converted to Production Management
The following features are no longer subscription only
- Spell check
- Full-text search in lookups
- Theme maintenance
- Document date warnings

Sage 100 new features v2022 Online Guide ( HTML ) – Changes in Version 2022

Sage 100 2021 ( April 21, 2021 )

Expect this version to be supported through the release of Sage 100 v2024 – estimated April 2024
Some features require a subscription license for access.
Ability to restrict users from copying test company data over live companies
Role/User Inquiry = Reverse lookup security by role
👍Role Templates for faster security setup
👍Easy reverse security lookup to see which user(s) have which security rights
👍AP check number field expanded to 10 characters
The 64-bit version of Sage 100 ( optional )
Form 1099-NEC for Purchase Order
Use original or current cost when issuing a credit memo
Can set a default date range for inventory transaction view
OAuth authentication for an SMTP mail server ( Traditional SMTP still available )
Copy custom forms and reports along with company data when creating test companies
Paperless Office now has an electronic delivery log showing who sent the email ( more )
Paperless Office – Email additional salespeople ( split commission )
Paperless Office – Documents update only if printed AND sent
Purchases clearing – date-sensitive report
Sales Order – suppress prompts for additional registers ( print automatically )
Work Order is still available (but may not be run alongside Production Management for ANY company in your Sage 100 installation), but 2022 is the last expected version.
Unable to hide the Information Center after upgrade to 2021 or later
As with v2020 – Only a Standard ( new style ) desktop is available.

Sage 100 new features v2021 Online Guide ( HTML ) – Changes in Version 2021 (Includes PU 1 through 6 changelogs)

Retired Sage 100 Versions | These Versions No Longer Receive Updates

Sage 100 2020 ( March 18, 2020 )

Product Update 1 required for TLS 1.2 compatbility
Expanded name fields ( 30 to 50 characters )
Expanded phone field
International address support
Map service may now be user-selected
Workstation sync no longer requires local admin rights
AP – Reverse check runs in batches
AP – Expanded invoice retention time ( up to 9,999 months )
AR – eInvoicing using Paya for customer payments from invoice
AR – Expanded invoice retention time ( up to 9,999 months )
IM – Expiration dates for lot/serial numbers
LM – Automatically convert forms and reports during data conversion
PO – Multiple purchase orders on one receipt or invoice
LM – Classic desktop is retired – only Standard Desktop is available

Sage 100 new features v2019 ( HTML ) – Changes in Version 2020 (Includes PU 1 through 6 changelogs)

Sage 100 2019 ( April 2, 2019 )

TLS 1.2, which may be required for sending emails is supported with PU 4
Consolidate journal entries in Paperless Office
Exclude inactive items from Inventory physical count
Data File Display And Maintenance ( DFDM ) supports Premium ( SQL )
Library Master activity log may now be purged – deleted or archived
Electronic delivery supports HTML, expanded message size of 7,168
Attachments for electronic delivery
Copy salesperson when emailing forms
Amyuni PDF Converter updated to version 6.0.1.1.
Production Management module ( 5/14/19 ) replaces Work Order – adds framework capability and numerous features
2019.2 – Automatically post Daily Transaction Register without prompt
2019.2 – Warning message for document dates

Sage 100 new features v2019 ( HTML ) – Changes in version 2019

Sage 100 PAYROLL 2019 – (Released Dec 2018)

Tax Rule Inquiry

Sage 100 2018 – (Released October 2017)

TLS 1.2 support with Product Update 10
TLS 1.0 is last supported ( now deprecated ) which may cause problems sending email via Paperless Office
Spell checking
Ability to minimize desktop
Crystal Reports 2016
Warehouse codes: Active, Inactive, Restricted
Job Cost upgraded to framework
Payroll upgraded to framework
Timecard to the framework, renamed Time Track inside Payroll module
Mobility for Bar Code – 5 users for Physical Count included
Ability to exclude currently shipping/invoicing orders from Open Order reports

Sage 100 new features v2018 Online Guide ( HTML ) – Changes in Version 2018

Sage 100 2017 – (Released October 2016)

Enhanced Auto-Complete now searches entire field (run the build search index utility)
Search within Role Maintenance
Can transfer documents between batches
Maintain commodity codes for miscellaneous and inventory items
Larger fonts for selected reports
Cancel button available in Crystal reports
Accounts Receivable can now accept ACH payments (SPP subscription req’d)
General Ledger – improved export to Excel (min font of 8 pt, empty columns minimized)
Scheduled for quarterly product updates

Sage 100 new features v 2017 Online Guide ( HTML ) – Changes in Version 2017

Sage 100 2016 – (Released Nov 2015)

Customer PO numbers expanded from 7 to 30 characters
Extended descriptions now available for Miscellaneous Items and in Accounts Receivable
Support for Windows 10
SMTP email passwords can now be up to 128 characters (Paperless Office Electronic Delivery) – previously the field appeared to hold more characters but only the first 14 would be used
Accounts Payable Electronic Payment Vendors can now be excluded/included on several reports
Here are the hardware and operating systems supported by Sage – (Standard: https://goo.gl/8z3djQ ) or (Advanced: https://goo.gl/S0WW3F )
Introduces Sage 100c subscription pricing with modern user interface (requires upgrade and switch to subscription pricing)
Company coloring now done by themes, with more detail
Add Visual Integrator jobs to Task Scheduler
Scheduled for quarterly product updates

Full Sage 100 new features 2016 – https://goo.gl/86QocO

Sage 100 2015 – (Released April 2015)

Accounts Payable vendor name expansion from 30 to 50 characters
Ability to reprint Manual Checks after Accepting the record
Salesperson Commission Report now has Pay Date as a selection
Support for Windows 10
Purchase Order history can now be retained- is built from existing files during upgrade.
Purchase Order “Copy From”
Added option for Email Address in Data Entry to Purchase Order Paperless
Print Full Comments can now default on various journals & registers
Default options added to Ship-to Address and PO Ship-to Address files
Added drill down to GL transactions to Item Maintenance Transaction tab
“Copy from” button now available in Product LIne Maintenance
“Copy from” button in Item Maintenance now allows you to exclude Aliases and Vendor Items
Bills descriptions can be synchronized to Item descriptions
Bill of Materials Maintenance may be launched from Item Maintenance
Last Physical Count Date displayed by item and item/warehouse
General Ledger – One Click Journal Entry Reversals and formatted GL accounts in report selections
Canadian postal codes included
Pre-populated Country Codes
Last product update: PU 2 – June 2016

Full Sage 100 new features 2015 – https://goo.gl/U01DT1

Sage 100 2014 – (Released February 2014)

Autocomplete feature lets you locate customers, vendors and items by typing in their name
Excel 2013 64-bit support for Sage Intelligence
Sage Inventory Advisor (SIA) Available (Additional subscription applies)
Keep Window Open after printing/previewing for Financial Reports
Level 3 credit card processing support
A/P invoices not yet posted may be looked up in invoice data entry with a new icon

Full Sage 100 new features 2014 – https://goo.gl/tqoocZ

Sage 100 2013 – (Released December 2012)

Accounts Payable invoice number expansion from 7 to 20 characters
Accounts Payable vendors may be marked as inactive & assigned reason code
Accounts Receivable customers may be marked as inactive & assigned reason code
Inventory main tab enhanced to show quantities available
Checks marked as cleared and updated on the bank reconciliation register now show in Vendor Maintenance with a Cleared flag and the date cleared

Full Sage 100 new features 2013 – https://goo.gl/P7Vi6u

Sage 100 4.50 – (Released August 2011)

Accounts Receivable national account management
Split commissions available by customer
Commission rate table available by Salesman/Customer/Item
Sales Order pricing by customer and product line
1 SageCRM Server License, 1 SageCRM User License – included
Sales Order allocate inventory items by lot and serial number to orders
Sales Order create purchase order directly from a sales order
Enhanced Job Cost-Sales Order integration

Full list of Sage 100 new features v4.5 – https://goo.gl/rN2eLZ

Sage 100 4.40

Accounts Receivable customer number expanded from 7 to 30 characters (optional feature)
Inventory Management item number expanded from 15 to 30 characters (optional feature)
Inventory Management decimal precision increased to 4 decimals
Inventory Management introduces batch entry for transactions
Library Master personalize report preview setting
Accounts Payable record wire transfers
Accounts Payable ACH electronic payments
Accounts Receivable search for invoices by lot or serial number
Bank Reconciliation positive pay feature has been added
Bank Reconciliation post directly to the General Ledger
Inventory Management search by lot or serial number
Inventory Management mark items as inactive
Ability to optionally default Physical Count to Quantity On Hand
Standard cost changes for Standard valuation items now process in Standard Cost Adjustment
Sales Order purchase controls by customers
Purchase Order receipt labels print before Receipt of Goods Register update, enabling reprinting
Persistent report selection after Print or Preview in most modules
A/P expense distribution tables
Bill of Materials Where Used screens greatly enhanced

Full list of Sage 100 new features in v4.4 – https://goo.gl/cwhd32

For a full copy of our latest Sage 100 New Features Guide – click here

Sage 100 new features for versions 4.4 through 2023

Sage 100 Updates for 2023: The Year-End Edition You Can’t Afford to Miss