How To Edit 1099 Totals In Sage 100

January 14, 2023 by Wayne Schulz

It’s time to file you 1099-NEC forms and suddenly you notice that one or more vendors have inaccurate totals. What’s the fastest way to edit those amounts in Sage 100?

Within the system you can edit 1099 amounts. However, before doing so please consult with your tax or accounting advisor to ensure that the changes you are about to make are warranted.

Starting in 2020 a new 1099 form – 1099-NEC – replaces the prior 1099-MISC for reporting most non-employee information. Please refer to Sage KB 103480 for information on ensuring your Sage 100 system is able to process for 1099-NEC forms.

The ability to record 1099 NEC was released on Sage 100 Versions 2020.0, 2019.3, 2018.9. This utility only provided the code to update to the correct 1099 NEC boxes and use the utility to move the 1099 MISC values already recorded for year 2020 from 1099-MISC to 1099-NEC as needed.

Note: If you need to print the 1099 NEC and not just record, you will need to be on version 2018.10, 2019.4, or 2020.1. If you are on Sage 100 2020, do NOT confuse version 6.20.1.0 (2020 with Product Update 1) with 6.20.0.1 (2020 with NO Product Updates). You must install Product Update 1 for version 2020 so it is 6.20.1.0.

How To Change 1099 Totals in Sage 100

Editing 1099 amounts in Sage 100 is a two-step process. First, allow the access to perform this task by modifying the tole security as shown below. Once you’ve modified role security, go to vendor maintenance and make the changes.

You should make a backup before making any changes. There is no undo function. There is no audit-trail to show what changes have been made. Make certain that you really want to make these changes.

Open Modules, Library Master, Main, Role Maintenance

Select Role
Click Module Options tab
Double click Accounts Payable
Select Allow 1099 Payment History Data to be Maintained in Vendor Maintenance
Click Accept and close Role Maintenance
Edit 1099 History in Vendor Maintenance

Note: you may want to make a back-up before editing any amounts as there will not be an audit trail of amounts changed.

Open Modules, Accounts Payable, Main, Vendor Maintenance

Select Vendor No.
Click on Additional tab
Click on 1099 History
Verify 1099 Form Type and Year are correct.
Edit applicable amounts
Click Ok

If you withheld taxes on behalf of a vendor you would do the steps above to edit 1099 history and then enter applicable tax amount withheld as well as any other applicable fields (i.e. state income, state tax ID) in the applicable fields.

For more information please review Sage KB #56464

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

These Are The Supported Versions of Sage 100cloud As of October 1, 2019

September 30, 2019 by Wayne Schulz

As of October 1, 2019 the following Sage 100cloud versions are eligible for support directly from Sage.

Depending upon the Sage 100cloud version ( these dates also apply to the Sage 100 perpetual license) the level of support varies.

There Are Four Primary Types of Sage 100cloud Support:

Product Updates – Self-instlling bundle of fixes as well as some feature enhancements. These are typically issued on a regular basis throughought the year.

IRD – Interim Release Download – a special annual update which readies the verison of Sage 100cloud for year-end tax processing ( Accounts Payable and Payroll ) – expected release date mid-December 2019

Hot-Fixes – typically quick fixes which are issued urgently to fix a problem when the fix can’t wait until the next product update or when the version may not be eligible for product updates but is eligible for hot-fix.

Phone Support – the longest running support benefit is phone support which allows those with a Sage Business Care plan to call Sage directly.

The official Sage chart outlining the Sage 100cloud product versions which they suppport is available here.

Sage 100cloud Supported Versions – 10/1/2019

Product Updates, IRD, Hot-Fixes & Phone Support

Sage 100 2019

IRD, Hot-Fixes & Phone Support

Sage 100 2018

IRD & Phone Support

Sage 100 2017

If you are using Payroll with Sage 100cloud, this is the last year that Sage 100 2017 will be eligible for payroll updates coming into the 2019 year-end.

Users of the updated Payroll 2.x will want to update to version 2.2 ( expected mid-December 2019 release date ) which will be required for processing payroll taxes for 2019.

Schulz Consulting offers Sage 100cloud Support for one low fixed price. If requested, we can also price in an annual upgrade ( typically every other year ). Contact us here for more information.

How To Backup Sage 100 and Sage 100cloud

March 21, 2019 by Wayne Schulz

A common question that we hear from users of Sage 100 or Sage 100cloud is “How should we backup our accounting data?”.

For Sage 100 / Sage 100cloud Standard and Advanced, you can expect your underlying data to be stored under a top-level \MAS90 folder.

This \MAS90 folder is set by Sage and cannot be renamed. The folder name refers to the prior brand name of Sage 100 which was MAS90.

Tip: If you are not sure where your server is located, navigate within Sage 100 to the File menu. Select run and type *INFO.

This will provide you with a list of information which includes the installation path of your Sage 100 as well as any subscription info related to your payroll module.

Underneath the \MAS90 folder you will see the following data structure for both the Standard and Advanced versions of Sage 100 and Sage 100cloud.

In most cases, you’ll be protected if you take a full backup of the \MAS90 folder and all subfolders. This is the most popular method for backing up Sage data.

If you are using the Premium (SQL) version of Sage 100cloud then you’ll want to backup your Sage 100 as per these instructions PLUS also backup your Microsoft SQL Server Sage tables including the MAS_SYSTEM and MAS_XXX (where XXX is equal to each company code setup in Sage 100).

Some companies make use of alternate directories and securely store their data in a folder other than one beneath the \MAS90 folder.

How To Know If Your Sage 100 or Sage 100cloud Uses Alternate Directories

If you’ve been using Sage 100 for many years you may not be the original person who configured the system and therefore you may not know if your Sage 100 data is stored in an alternate directory.

Here’s how you can tell where your Sage 100 data is stored – including if it’s been custom configured to use an alternate directory.

From within Sage 100 Library Master navigate to company maintenance, enter your company code then click the preferences tab. The resulting screen will display a path to both your main Sage data as well as your payroll data (if any).

If your data location is outside the installed directory path (as shown by the *INFO command above) you will need to separately backup the data location as well.

In most cases Sage users are not using alternate directories. However, it is an option so before you plan your backup process please ensure alternate directories are not in use at your company.

How To Find The Path To Paperless Office Files

Paperless Office is a feature within Sage 100 which, when enabled, will print certain documents to a PDF file. These files are stored in user-defined locations which most likely will NOT be under the \MAS90 folder.

You can verify if Paperless Office is enabled by navigating to Sage 100 – Paperless Office – Setup – Paperless Office Options.

If any of the four options in the upper left are checked, then you are likely using (and storing) paperless office documents.

If you see that Paperless Office is enabled, you will need to review each of the four types of documents to see where each are stored as the path for each is completely user configurable.

To review the location of where paperless forms are stored, navigate to Paperless Office – Setup – Form Maintenance.

You’ll need to collect a list of all the PDF Directory paths shown for each type of paperless document your company is saving.

Most frequently you’ll find these documents are stored under a common folder and once you find the folder you can backup the entire contents.

Should You Perform a Full or Selective Backup of Sage 100 or Sage 100cloud?

Whether you backup all data files (full) or just files that have changed (selective) is up to your IT department.

In most cases we advocate for a full system backup since this can make your system restore much easier.

When restoring data files you generally cannot restore just one module due to the integrated nature of the accounting system.

If you are in the situation where you need to restore data please consult with your IT or Sage partner for guidance on best practices.

What is Sage 100cloud Multi-Bin Management, and do I need it?

February 5, 2019 by Darcy Boerio

Who can benefit from a Multi-Bin System? Just about any business who carries inventory.”

– Nicole Ronchetti, DSD Business Systems

For businesses who manage inventory, Sage 100 has much to offer. But one historical shortcoming has been the lack of Multi-Bin Management. Enter Sage 100cloud, where DSD/ScanForce Multi-Bin Basic comes free with your subscription!

Traditional Sage 100cloud allows for one bin location per item per warehouse.

With the free Sage 100cloud Multi-Bin enhancement, you can expand to multiple bins per item per warehouse – all fully compatible with the ScanForce Warehouse Management solutions for Sage100cloud.

What is Sage 100cloud Multi-Bin Management?

Multi-Bin Management allows you to track items across multiple bin locations in Sage without having to use clunky workarounds like creating “dummy” warehouses.

READ: Why did Sage add a “Warehouse Status” field in Sage 100?

At the surface, it’s a rather simple idea. Sometimes your inventory won’t fit in one particular bin location and needs to be stored in multiple physical locations within the warehouse. DSD/ScanForce Multi-Bin Basic makes incorporating bin location details right within Sage 100cloud seamless.

If that’s not enough reason for you to start using your free Sage 100cloud Multi-Bin tool, read on.

Don’t have items in multiple bins? That doesn’t mean you can’t benefit from Multi-Bin Management. There are numerous other practical uses in the warehouse.

From tracking items that need inspection before being put on the shelves to storing stock that is reserved for certain customers (i.e. Amazon or Wal-mart), there are many ways that warehouses can take advantage of this technology that gives them greater visibility into their inventory.

Sage 100cloud has the robust functionality of Multi-Bin Basic included, with an option to upgrade to more advanced features for those who need it.

To learn more about why you might want to try Multi-Bin Basic and which Multi-Bin tool is right for you, read: Which Multi-Bin is Right for You?

Want to get started with better inventory visibility through Multi-Bin Management? Contact your Sage partner or visit ScanForce.com.