Sage 300 version 2017 features

November 21st, 2016 by Lee Graham

Sage 300 2017 includes new features and improvements.  Here are a few highlights.

New financial management and administration web screens, as well as improvements to many existing web screens.  New screens have organized fields and controls on frequently used transaction entry screens into collapsible sections, making it easy to hide the fields and controls you use less often.

New Notes feature lets you add and manage notes for customers, vendors, and inventory items.

One-click processing for credit card transactions via new buttons on Accounts Receivable and Order Entry screens.

Drill down to posting journals and posting errors from batch list screens Batch list screens in Accounts Payable and Accounts Receivable have been updated to support drilldown to posting journals and posting error reports.

Sage Exchange Desktop 2.0 allows you to process payments using smart cards (credit cards that have a built-in chip).

Release 2017.1 –  available on December 1, 2016 will feature a new web-based reporting engine, Sage Intelligence Reporting Cloud, additional web screens for customers using Sage 300c, new User profile capabilities, and a further developed API for adding controls to web pages.

Sage 100 version 2017 new features

November 1st, 2016 by Lee Graham

Sage 100 version 2017 has just been released.   Here are some of the new features:

Enhanced Auto-Complete features

Larger Fonts for selected reports

ACH Payments enhancements.  You must have a Sage Payment Solutions account that is set up for ACH payments to use ACH features.

Ability to Accept ACH payments in Accounts Receivable

Ability to Accept ACH payments in Sales Order Orders and Invoices

Improved Export to Excel for GL Financial Reports.  Minimum font size is now 8.  Empty columns and rows are minimized.

Commodity codes are available for Inventory Items and Miscellaneous items.  Commodity codes can be set by Product line. A Commodity Code Import Wizard is available for importing commodity codes into the system.  Commodity codes are included with the data sent when processing Level 3 credit card transactions in the Sales Order module.

New version of Sage CRM comes with Sage 100 version 2017.  Sage CRM 7.3 SP3

  • A contemporary theme with new navigation – Sage CRM 7.3 Contemporary Theme Guide
  • New email marketing integration with MailChimp
  • An optimized mobile experience on a wider range of devices – Sage CRM 7.3 Mobile Feature Matrix, Sage CRM 7.3 Mobile Guide
  • New dashboards, charts and reports for improved business insight
  • New workflow enhancements and ready-to-use escalation rules for alerts and notifications
  • Deduplication capability added for leads
  • An enhanced text editor and new mail merge options

Sage 300 supported versions

October 17th, 2016 by Lee Graham

Sage 300 has maintained support for the current version and two previous versions.  Currently supported versions include:

  • Sage 300 2017
  • Sage 300 2016
  • Sage 300 2014

An Estimated Time of Arrival (ETA) announcement for the new release of 2018 and the end of support for 2014 will announced once it is available.

Sage Intelligence Reporting for Sage 100 and Sage 300 can save you time

August 11th, 2016 by Lee Graham

Sage Intelligence Reporting is an easy-to-use yet powerful business reporting tool. Watch this demonstration of Sage Intelligence Reporting and discover how it can compliment your Sage accounting system.  Sage Intelligence Reporting comes with Sage 100 & Sage 300 systems and includes several standard reports.   A design tool can be purchased for you to create your own custom reports also.  For the video, see  Sage Intelligence Intro video.

An additional video shows Sage 100 (formerly Mas 90 and Mas 200) users how they can convert their Frx reports into Sage Intelligence reports.   See Converting Frx Reports to Sage Intelligence Reports in Sage 100

Alternative for Sage 100 and Sage 300 Credit Card Processing

August 4th, 2016 by Lee Graham

Century Business Solutions offers an alternative Credit Card Processing service for Sage 100 and Sage 300 users.   Unlike other credit-card services, Century’s EBizCharge can save unlimited transactions, offers next-day funding, Transaction Summary Report auto-emailed daily, partial payments capability,  Swipe and Store and Guaranteed Rates.   They also have excellent customer service to assist you.   You can view Century’s information at:   Century

Contact if you would like more information and rate comparisons.


Sage 100c subscription-based plan will be the only option for new Sage 100 purchases after 2016

August 3rd, 2016 by Lee Graham

Sage 100c (subscription based) will be the only Sage 100 offering available for new customers and sales to customers who are off plan for greater than three months under Sage guidelines effective January 1, 2017The classic version of Sage 100 will still be available to current on-plan Sage 100 customers as a perpetual license. Current Sage 100 users who are current on their Sage Annual Maintenance plan can continue to purchase additional users and modules on the standard Sage 100 product.

While Sage left room for companies to purchase perpetual licenses between now and December 31, 2016, it is clear that Sage 100c subscription based product is Sage’s lead offering for future development. Sage 100c features a modernized user interface and bundled services such as Sage CRM, Sage Intelligence (financial reporting) and Sage Inventory Advisor Basics. Sage has publicly stated that they are moving to a subscription business.  Sage is taking this additional step so as to not disrupt their current customers’ businesses.  Sage100 customers will continue to receive compliance and bug-fix updates, but not new features such as the planned Job Cost and Work Order modules re-written using the business framework features.

Also, for a limited time, Sage 100 on-plan customers can upgrade to a Sage 100c subscription for no additional charge!   Note that 3rd party software add-ons need to be reviewed to be sure they are offered with Sage 100c before you upgrade.  For a limited time, if you currently are on Sage 100 Standard you can migrate platforms to Advanced or Premium (SQL) at NO COST (Possibly the best reason to migrate to 100c as some SQL migrations were pricing at $10-$20k just for the license – under this promo there is no added fee! )

Sage 100c is a subscription plan.  If you transition to Sage100c you no longer own the software, you are a subscriber.  Future subscription price increases are capped to a maximum of 10% a year.  Late payments of 45 days will be sent a reminder.  90-days past due the software will set to “Inquiry-only” mode (you cannot enter new transactions).  Subscription fees are paid directly to Sage.

Sage 100 users need approved versions to run with Windows 10

July 19th, 2016 by Lee Graham

Sage 100 ERP users need approved versions of the software to use it with workstations running the Windows 10 operating system.  The approved Sage 100 ERP versions are version 2016 (all Product Updates levels) and also version 2015 Product Update 4.   Be sure to contact us to upgrade your Sage 100 system before deploying Windows 10 workstations.


New xTuple Introduction video

July 12th, 2016 by Lee Graham

xTuple ERP has updated their introductory video.  xTuple helps companies of all sizes successfully implement powerful and easy-to-use open source Enterprise Resource Planning (ERP) software to grow their business profitably.  Check out this short video.


Preparing a New Fiscal Year in xTuple

December 29th, 2015 by Phil McIntosh

Before you can post any transactions in xTuple, there must be a valid fiscal year and period to post them into. To set up the new year, do the following:

  • Go to Accounting, Fiscal Calendar, Fiscal Years
  • Make sure only the current year is open. If not:
    • Highlight the earliest open year and click Close Year
    • If you get a message about there being open periods, go to
      • Accounting, Fiscal Calendar, Accounting Periods
      • Close all periods in that year
    • Repeat until only the current year is open
  • Highlight the current year
  • Click Copy Year – this will create the new year and all it’s periods.

Copy Year is only available in xTuple 4.9 and higher. If you are on an older version, you will have to click New to create the new fiscal year, and then go to Accounting Periods and create all the periods.

Sage 300 version 2016 – new features and improvements

December 16th, 2015 by Lee Graham

New web screens that allow you to use Sage 300 in a web browser.
Note that web screens should only be accessible via a secure VPN access, otherwise data may not be secure.
System Manager enhanced User Authorization Report – allows you to specify a range of users. Displays detailed information about all security authorizations and screen customizations for those users.
Accounts Receivable and Accounts Payable Changes:
Post Invoices, receipts and adjustments using a new POST button added to Invoice Entry, Receipt Entry, Adjustments Entry, and other screens.
Bank Services – new POST button allows you to post from the Reconcile Statements screen. On the Reverse Transactions screen, the Finder now opens much faster for Check/Payment, Check/Receipt and Bank Entry number fields.

G/L Journal Entry and related reports provide more detail about transactions
New fields on the Journal Entry screen include: document-date, document-posting-date, entered-by.
New dates on reports allow you to specify whether the report includes document dates or posting dates. Available on Transactions Listing, Posting Journals, Batch Listing.
Post batches of transactions with a new POST button on Journal Entry and Batch List screens.
Order Entry now allows you to specify whether a message appears when you post an order with an expected ship-date that is later then the Deliver-By date.
Tax Services now have a new Clear History Screen that allows more control over when you clear information.. You can specify a range of fiscal year/periods to include on the report.