Schulz Consulting

Consulting and Upgrades

10 Exciting New Features in Sage 100 2024

by

Are you ready to take your business to the next level with Sage 100 2024? The latest release, launched in April 2024, is packed with powerful new features designed to streamline your processes and enhance productivity. In this blog post, we’ll highlight ten of the most interesting upgrades that will make you eager to upgrade to Sage 100 2024.

  1. Improved Audit Tracking: Sage 100 2024 offers expanded data tracking and printing on the audit trail for vendors, customers, employees, and items. This enhancement provides better security compliance across multiple modules.
  2. Restricted Mode for Administrator Tasks: The new Restricted Mode option in Administrative Tools allows you to limit user access when performing administrative tasks, ensuring a more secure environment.
  3. Email Notification for Task Scheduler Jobs: Stay informed about the status of your Task Scheduler jobs with the new email notification feature. You’ll receive alerts when jobs succeed or fail.
  4. Vendor Date Established: Track when a vendor was created with the new Date Established field on the Statistics tab in Vendor Maintenance and Inquiry.
  5. Delete and Change Warehouse Utilities: Streamline your inventory management with the new Delete Warehouses and Change Warehouses utilities, designed to handle virtual and physical warehouse changes efficiently.
  6. Quick Close of Partially Received Purchase Orders: The new Clear Back Order upon Accept checkbox in Receipt of Goods Entry enables you to easily close partially received purchase orders, saving time and effort.
  7. Received Status for Purchase Orders: The new Received order status accurately reflects the state of purchase orders that have been received but not yet invoiced, improving order tracking.
  8. Option to Print Forms for Generated Back Orders: Automatically reset the Print Order and Print Pick Sheets checkboxes in Sales Order Entry for back orders created during the Sales Journal Update, streamlining your back order process.
  9. Demo Data Refresh (Phase 1): Sage 100 demo data has been updated with current industry terms for inventory items and descriptions, providing a more relevant user experience.
  10. Resources Button: Access the Sage Community Hub, Knowledgebase, Product Documents, Sage University, and additional services from a single location with the new Resources button on the Help tab.

These are just a few of the new features in Sage 100 2024 that will help you optimize your business processes and boost efficiency. For a complete list of new features included in the Sage 100 2024 upgrade please follow this link.

Sage 100 Compatibility with Sage Exchange Desktop

by

Sage Exchange Desktop is now called Paya Connect Desktop. Paya (formerly Sage Payment Solutions) announced that Sage Exchange Desktop (SED) 1.x would be discontinued on June 1, 2018. Users were notified about the new version, Sage Exchange Desktop 2.0 (now Paya Connect Desktop). This document details which versions of Sage 100 are affected by this change.

Sage 100 versions with Sage Exchange Desktop (SED) 2.0 (now called Paya Connect Desktop):

Sage 100 VersionCompatibility with Sage Exchange Desktop 2.0Notes
Sage 100 2017+CompatibleSED 2.0 is required
Sage 100 2013 (5.00 – 5.00.9)Not Compatible
Sage 100 2014 (5.10.0 – 5.10.7)Not Compatible
Sage 100 2015 (5.20.0)Not CompatibleFor Sage 100 2015.1 or higher, see KB 77093
Sage 100 2016 (5.30.0)Not CompatibleFor Sage 100 2016.1 or higher, see KB 77092
Various Versions with Third-Party EnhancementsMay Not Be CompatibleCustomers have reported errors after uninstalling SED 1.x and installing SED 2.0

How to install Paya Connect Desktop (formerly Sage Exchange Desktop 2.0 (SED))

Paya Connect Desktop v2.x

System requirements

Verify that your computer meets or exceeds the following system requirements before installing Paya Connect Desktop v2.x:

  • Microsoft Windows 7 or later
  • Requires TLS 1.2
  • Microsoft .NET Framework 4.6 (included in installer)
  • Paya Payment Solutions Application Deployment (included in installer)
  • Paya Connect Desktop API (included in installer)

Download Paya Connect Desktop v2.x

When Should I Run Sage 100 In The Cloud?

by

Introduction to Sage 100: Tailored for Mid-Sized Businesses

Sage 100 is an Enterprise Resource Planning (ERP) solution that is affordable and customizable. Priced at about $1,300 per year for a single user, it caters to a range of business needs, including auditing, financial reporting, inventory management, and various customizable modules​​. Primarily targeting mid-sized businesses, Sage 100 offers more than basic accounting capabilities. It’s particularly well-suited for companies in need of in-depth financial management, reporting, and insights, as well as comprehensive payroll and time tracking​​. Manufacturing and distribution companies find Sage 100cloud particularly beneficial, thanks to features like inventory requirements planning​​.

Now, let’s revisit the deployment options for Sage 100:

On-Premises: For the Control Enthusiasts

When to Choose:

  • Ideal for businesses prioritizing full control over software and data.
  • Best for companies with strong IT infrastructure and resources.
  • Suitable for compliance-driven data storage in-house.
  • Good choice for areas with unreliable internet connectivity.

Sage Partner Cloud: A Modern, Flexible Solution

When to Choose:

  • For businesses without significant third-party integrations and primarily seeking cloud-based accounting.
  • Generally deployed and managed by your Sage partner for an additional fee.
  • Offers Sage 100, Sage 300, or Sage X3 in the cloud using platforms like Microsoft Azure, AWS, or other Sage-accredited platforms​​.
  • Designed for post-pandemic flexibility and cost-effectiveness​​.
  • Offers scalability, business continuity, and secure, reliable hosting with minimal downtime.
  • With easy migration from on-premises to the cloud, this option ensures seamless migration without retraining​​.
  • For more information, visit Sage Partner Cloud.

Third-Party Cloud Host: Customizable and Innovative

When to Choose:

  • Best for companies looking to move accounting AND other computer systems to the cloud
  • One option – Summit Hosting – offers a highly customizable and secure cloud environment, ideal for maintaining control over infrastructure and data​​.
  • Desktop as a Service (DaaS) allows secure access to virtual desktops and applications from anywhere​​.
  • Empowers remote workforces with managed Virtual Desktop Infrastructure (VDI) solutions​​.
  • Managed Platform as a Service (PaaS) for the development of flexible, customized virtual platform applications​​.
  • Offers application hosting, hybrid cloud, and managed public cloud solutions​​​​​​.
  • Emphasizes collaboration with clients to create unique cloud solutions​​.
  • For more information, visit Summit Hosting Cloud Services.

Conclusion

Choosing between on-premises, Sage Partner Cloud, and third-party hosts like Summit Hosting depends on your control needs, compliance requirements, IT infrastructure, and physical resource investments. Each option offers distinct advantages, from on-premises control to Sage Partner Cloud’s balanced cloud solution, and the flexibility and customization of third-party hosts. Consider your business needs carefully to make the best decision.

How Can I Contact Sage 100 Support in The United States?

by

If you’re looking for support for your Sage 100 accounting system ( formerly MAS 90 ) and are located in North America, then you have several ways to contact Sage.

Some support options are free, and some require your company to enroll in a valid subscription with Sage who offers multiple support options:

  1. Community Hub: A place for both new and experienced users to get assistance. Here, users can:
    • Ask questions to Community Hub members.
    • Read Product News & Alerts.
    • Browse the Support Insights blog.
  2. Sage Knowledgebase: This is a comprehensive resource where users can:
    • Search support articles.
    • Download software updates.
    • Access serial numbers and activation codes.
    • View product documentation.
  3. Year-end Center: Specifically for year-end processes, providing:
    • Latest tips and updates.
    • Essential year-end information.
  4. Contact Options: For direct assistance, users can:
    • Chat with a digital assistant.
    • Submit an online case for more complex issues.
  5. Learning through Sage University: Offers extensive learning resources to fully utilize the software, including:
    • A customer training catalogue.
    • Support and training videos.
  6. Sage Services: Additional resources to manage accounts and business needs, such as:
    • Updating payment information.
    • Purchasing checks and forms.
    • More information available on Sage.com.

Each option caters to different needs, from self-help resources to direct support and advanced learning tools.

In addition, we offer an unofficial ( not affiliated with Sage ) user group via Facebook. Join the Sage 100 User Group (free) at this link – Sage 100 User Group.

Conquer Year-End 2023 Tax Forms with Sage 100: A Refresher Guide (and No More Stress!)

by

Feeling buried under a pile of year-end tax forms? Don’t worry, it happens to the best of us. Tax season only rolls around once a year, so it’s natural to need a little refresh on the steps and deadlines.

Sage Community Hub ( formerly Sage City ) has your back with a comprehensive guide to help you breeze through tax season:

  • Printing W-2s like a pro: Learn detailed instructions for printing and eFiling W-2s directly within Sage 100. No more scrambling for the right forms or wondering if you’re doing it right. ✅
  • 1099s and 1095s made easy: Master reconciling 1099s, navigating eFiling deadlines, and even editing 1099 history. Conquer all your 1099 and 1095 needs with confidence.
  • Closing periods demystified: Understand how to close periods, reconcile vendor amounts, and keep your books in tip-top shape for tax time. No more accounting mysteries!
  • Get answers to your burning questions: Have you ever wondered about the Optional Name field in eFiling, what ITINs are for, or how to fix a mistake after filing? Sage City has the answers you need. ❓

Sage 100 1099 FAQ

  • Print 1099 vendor reports and totals: See exactly where your 1099 data stands with a few simple clicks.
  • Easily manage 1099 forms: Add, delete, or change 1099 forms with ease. No more wasting time on tedious paperwork.
  • Reprint saved tax forms: Do you need a duplicate of a tax form you already filed? No problem, reprint it with a few clicks. ️

Ready to conquer your year-end taxes with confidence? Head over to Sage Community Hub’s comprehensive guide for all the help you need: https://communityhub.sage.com/us/sage100/sage100-yearend/w/yearend_articles/245/reports–tax-forms

Bonus Tip: Share this resource with your fellow Sage 100 users and spread the year-end cheer!

Contact Us

Schulz Consulting
Connecticut Office
Click Here To Contact Schulz Consulting
Phone: 860-657-8544
Email Us
Available remotely nationwide.
We are a local branch of DSD Business Systems Connecticut.
Schulz Consulting