General improvements

New features and improvements in Sage 300cloud web screens and Sage 300 classic screens:

• Updated 1099 tax reporting. Accounts Payable supports 1099 tax reporting requirements for tax year 2021. To report amounts as Fish Purchased for Resale.
• Vendor tax numbers are more secure. Tax numbers for vendors (such as SSN and SIN numbers) are more secure. By default, tax numbers now cannot be entered or changed, and are masked so that only the last four characters in the number are displayed. Ex: a nine-digit tax number looks like  *****4484. Also, by default the following screens and reports do not appear:
  • A/P Print 1099/1096 Forms Screen
  • A/P 1099 Electronic Filing Screen
  • A/P Print T5018 (CPRS) Forms Screen
  • A/P T5018 (CPRS) Electronic Filing ScreenTo enter or change tax numbers, to see full (unmasked) tax numbers, and to see the the screens and reports listed above, a user must be assigned the Tax Number Maintenance security authorization for Accounts Payable. This security authorization is new, and is not assigned to any users automatically; you must assign it to any users who need to maintain tax numbers.
• User passwords are more secure. Changes were made to user passwords to make Sage 300 more secure. In Sage 300 Database Setup, on the Advanced Security Settings screen:
  • A new Increase required complexity option lets you require that passwords include at least one of each of the following:
    • Lower case letter, Upper case letter or Number
  • Special character (such as * or #) If you use Sage Fixed Assets integrated with Sage 300, do not select the Increase required complexity option, because Sage Fixed Assets does not currently support passwords with the increased level of complexity.
  • If you specify a minimum password length, it must be at least 8 characters.
• Email documents using Microsoft 365. You can now set up Sage 300 to email documents using Microsoft 365. Select Microsoft Graph in the new Email Service field on the Email tab of the Company Profile screen.

Sage 300cloud web screens improvements

New features and improvements in Sage 300cloud web screens:

• Enter job-related documents in Accounts Payable. You can now enter and work with job-related documents on all A/P transaction entry screens.

Sage 300 desktop screens improvements

New features and improvements in Sage 300 classic desktop screens:

• Send test emails using Microsoft Outlook. When setting up your company profile, you can send test emails using Microsoft Outlook (on the Email tab of the Company Profile screen).