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

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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.

Does Sage have plans to stop supporting TLS 1.0 & 1.1 for Sage 100?

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Sage’s policy on supporting TLS 1.0 and 1.1 for Sage 100 is the following.

Sage will end support of Transport Layer Security (TLS) 1.0 and 1.1 for online communications by October 1, 2023. TLS is a security protocol that creates encryption paths over computer networks to help ensure that online communications and information cannot be intercepted. Regulatory standards have increasingly required the adoption of TLS 1.2 and the subsequent depreciation of TLS 1.0 and 1.1 due to known security risks.

Sage servers will stop accepting communication from products using TLS 1.0 and 1.1 on October 1, 2023. If you are using versions of Sage 100 that do not utilize TLS 1.2, an update or upgrade will be required to prevent a disruption in the use of your software. Sage 100 versions 2018 PU10, 2019 PU4, 2020 PU1, and newer versions support TLS 1.2. Sage 100 2015.5 users who own the payroll module must also upgrade or update their software.

If you do not update or upgrade your software, you will begin receiving warning messages when accessing Sage 100 due to the inability to communicate with Sage servers. Your software will revert to read-only mode and restrict access after a grace period of approximately 45 days.

If you are on the following releases – or higher – then you are compatible with TLS 1.2 to reach the Sage Licensing Server.

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

Please contact your Sage partner for more information on upgrading your Sage 100 system.

Payroll Requirements for Year-End 2023

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Sage has issued the following support article – Payroll and 1099 compatibility for Sage 100 – which outlines the minimum versions required for FYE 2023 payroll and 1099 form processing.

Due to compatibility issues with the latest software provided by Sage’s tax reporting partner, the Sage 100 Payroll 2.24 release and 1099 update scheduled for December 2023 will not be compatible with versions of Sage 100 before 2020 (6.20.0).

Specifically, payroll customers and those utilizing 1099 functionality running Sage 100 versions 2018 and 2019 must upgrade to a supported version of Sage 100 to install the Payroll 2.24 release and the latest tax form updates.

Important Note: Customers running unsupported legacy payroll versions do not have the option of a separate payroll installation and are not impacted by this change.

Effective with the release of Payroll 2.24 (scheduled for December 2023), payroll and 1099 customers on versions 2018 and 2019 will need to be running one of the following versions of Sage 100 to install the latest release of Payroll and 1099 forms:

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

Customers not running a compatible version of Sage 100 will experience a failure of the Payroll update installation and the inability to generate 1099’s, W-2’s or associated tax reporting documents.

Starting with our 2024 Payroll release, Sage will have an n-3 support policy for payroll updates, meaning the update will be compatible with the latest and three prior versions of the Sage 100 software.

Sage 100 Knowledgebase Updated

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Sage is notifying Sage 100 customers that they’ve updated their knowledgebase with what they describe as a facelift.

This update appears to be live and can be accessed at the following URL:

Sage 100 Knowledgebase – https://sagekb.com

Sage Partners – Update Your Links

Update: Sage appears to have changed the link within the partner portal. Sage partners should note the new URL – https://sagekb.com.

Each knowledgebase article will have a new URL, so you may need to change any older bookmarked URLs. According to Sage, downloads should remain accessible at their prior URLS.

Top Sage 100 New Features – Versions 4.4 through 2023

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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)

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 new features for versions 4.4 through 2023

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