What's New in Sage 50 2019
The 2019.0 release delivers to you and your business feature enhancements and improvements, as well as an integration between Sage 50 Account software (formerly Sage Peachtree Accounting software) and Sage CRM*, to assist you in making your business life easier than ever!
Features in this release pertain to both Sage 50 Cloud and Sage 50 perpetual Traditional business care on plan customers.
You Spoke and We Listened!
Feedback, as you know being a business owner, can make or break your business! The Sage 50 Team has started a mission called “You Spoke, and We Listened”
Our goal is to make product enhancements or suggestions that you send us via the Sage City Ideation page. Ideally as a team we will review suggestion and enhancement requests and decide which enhancements to build.
Make sure you check out the Sage City Ideation page and rate your top enhancements that you would like to see as we use this list to decide on what enhancements are most important to you!
Below are the many updates, enhancements and productivity maintenance that we delivered for 2019.0:
.NET Framework 4.7.1 Updates
(Sage 50 cloud and traditional)
Sage 50 now leverages .NET Framework 4.7.1, which is already installed on most operating systems through standard Windows updates. If the update does not exist during installation, .NET Framework 4.7.1 will be installed during the installation process. Several advantages of this update include:
User Security Updates (Sage 50 cloud and traditional)
Sage 50 provides several options that can maintain data security and deter unauthorized users from possible fraudulent activities.
To provide the control needed with multiple users, Sage 50’s updated existing security settings in the installer were streamlined to minimize the occurrence of User Account Control (UAC) message prompts.
A standard user will need Administrator-level credentials to perform some tasks that require Administrator-level permissions to execute. For more information about this update, please reference KB 92079.
Additional Enhancements (Sage 50 cloud and traditional)
Also, a reminder that Sage has partnered with PayPal to bring you the latest feature, Invoice Payments, in Sage 50. Invoice Payments using PayPal is an easy, convenient, secure way to allow your customers to pay you.
You have the ability to invoice your customers by email and include a Pay Now button that your customers can use to pay you with a debit or credit card. Payments are securely processed online and deposited directly to your bank account. For simple instructions on how to set up Invoice Payments through PayPal, reference KB 90640.
Sage 50 CRM Integration*
Sage CRM is a communications system that is ideal for companies that need to streamline processes between departments or provide customer-facing staff with financial information, including the ability to create orders through the Sage CRM interface that pass through to the Sage accounting system.
The integration between Sage 50 and Sage CRM was developed by Dan Cousins & Associates Inc. Sage 50 CRM is a one-way, read only integration wherein Sage 50 is updating Sage CRM every 24 hours. Features include:
Beyond the features listed above, the integration allows you to connect multiple companies in Sage 50 to a single company record in Sage CRM.
Sage 50 Accounting 2011–2014
Make your business life easier with Sage 50 Accounting, the solution that adapts to your needs and helps you organize and manage your business. Sage 50 is designed and delivered by people who understand small businesses and are ready to give you relevant advice and support when and where you need it.
It’s an easy-to-use solution that comes with robust core accounting and business management features along with service and support you can trust. You will save time and money and accomplish more every day with Sage 50 Accounting.*
New! Sage 50 Accounting 2014
*Features vary by product. Please visit www.sage50accounting.com for a list of specific product features.
New! Accounts Receivable EnhancementsIt’s faster and easier to record outstanding customer invoices as paid. This feature reduces the number of steps necessary in receiving money for outstanding invoices and gives you access to all the information you need.
Improved! Streamlined Accounts PayableNow you can take care of payments and purchases in fewer steps, with fewer screens. With more quick links to information and reports, more critical dates displayed, and more options to pay invoices, Sage 50 delivers an array of time-saving ease-of-use enhancements on the “Purchase/Receive Inventory” screen.
Improved! More Efficient InvoicingInvoicing new and existing customers is faster than ever, and you have greater insight into customer information on the fly. This enhancement saves you time by not creating invoices for customers with credit issues, and it gives you quick access to related customer information or reports that you might need while creating an invoice. It also displays critical due dates, payment dates, and credit status messages
(Ex: Notify Over Limit) display when you select a customer.
Improved! Quote Status ListThe Quote List now has an option that shows the status of all your quotes without having to open each quote. With easier access to the status of your quotes, you can follow up on open quotes before they expire, quickly identify quotes that have been converted into sales, and ensure that your prices are current and consistent for each customer.
New! Compatible with Windows® 8Sage 50 continues to be built on modern technologies to ensure that you consistently receive outstanding service and support.
Improved! Easy Start With Sage AdvisorYou can get up and running quickly with the Sage Advisor Launchpad and Sage Advisor Messages. These tools help you understand the whys, whats and hows of important features, including dashboards and reports. If you’re seeking a seamless transition from QuickBooks ®, Sage Advisor also includes a QuickBooks Conversion Guide.
Important Note: When upgrading to Sage 50 Accounting 2014 from earlier versions of the product, you will now be required to have a Sage Business Care Gold or Platinum subscription in order to have access to any payroll functionality except Sage 50 Managed Payroll.
Sage 50 Accounting 2013
Convenient Bank ReconciliationNow you can do bank reconciliations more easily1 —when you need to and regardless of your company’s current accounting period. This allows you to work more efficiently, eliminates after-hours and weekend reconciliations, helps prevent posting errors in prior periods, and saves you and others time because users can work in the current accounting period while you reconcile in another.
Expanded Amount and Currency Field LengthsRecord amounts up to $99,999,999,999,999.00000 on transaction screens, list views, dashboards, reports, forms, account register, and the maintain inventory item history tab screen. Perfect for companies that use currencies other than the U.S. dollar, or for businesses that track large quantities of small inventory items requiring more than two digits to the right of the decimal place.
Sage 50 Intelligence Reporting EnhancementsEnhancements to Sage 50 Intelligence Reporting2 let you spend more time gaining insight to your information and less time exporting data and formatting it into something you can use. The enhancements include:
Inactivate Multiple Vendor RecordsQuickly identify and deactivate old or unused vendor records all at one time. The Set Multiple Records as Inactive tool results in faster searching with less scrolling during data entry, improves lookup performance by better managing your list of vendors, and makes it easier to clean up your database and complete year-end tasks.
Mobile Integration3Sage Mobile Payments turns your cell phone, smart phone, or tablet into a secure and convenient credit card terminal. You no longer have to go to your office or be at your computer to swipe a credit card! Accept payments on the go, in your front office or retail store, and even at your customer’s site. With features such as real-time authorization, emailed receipts, void and online reporting, you can take credit card payments virtually anywhere and get your money faster.
Waste-Free Check PrintingSave money when printing vendor and payroll checks by optionally excluding zero-amount checks. And now for checks that need more remittance room on the stub, Sage 50 will print the additional information on plain paper — and do it at the end of the regular print run. No more voided checks and wasted money!
Sage Peachtree Accounting 2012
Copy TransactionsQuickly create a new transaction based on a previously saved one, allowing you to easily make modifications instead of manually recreating every line item. This feature is available on seven screens: Quotes, Sales Orders, Proposals, Sales Invoicing, Purchase Orders, Purchase Invoices, and General Journal Entries.
System CheckAn early warning and monitoring tool to help identify potential application issues and offer advice on how to resolve them, thereby increasing peace of mind and preventing possible downtime or lost productivity.
Sage 50 Intelligence ReportingSage 50 Intelligence Reporting2 is an integrated reporting and analysis solution. Using the familiar interface of Excel, it enables more robust, custom reporting and easier access to your data.
Vendor Management CenterGain greater visibility into all the information you need for a specific vendor on one customizable dashboard.
Management Center EnhancementsUser-friendly enhancements as to how information is viewed and used within the customizable My Dashboard and Management Centers. Includes automatic totaling of columns from transaction lists, changing the number of lines displayed within each module in the customized view, and making it easier to find default and selected items in a scrolled-down list when filtering for information.
Sage AdvisorSage Advisor helps customers experience the full value of their software investment. Through personalized dashboards, engaging “show me how” videos, on-screen help, and other business resources Sage Advisor helps customers learn more about their Sage product, discover new ways to simplify their processes, and obtain valuable business advice.
Expanded Payroll FieldsMore fields on both the employee and employer/company payroll records allow for recording of additional benefits, deductions, and liabilities, and help customers comply with legislative requirements, such as the Health Care Act of 2010. There are now a maximum of 40 fields available for each, up from 30 employee fields and 10 employer/company fields.
Easier Network InstallationA more efficient installation option for multiuser versions that allows you to run multiple workstation installs simultaneously while greatly reducing the number of steps required.
New My Dashboard ModulesEleven new modules for My Dashboard—including General Journal Entries, Inventory Adjustments, Payroll, Assemblies, Purchases Received, Top Vendors, and Item Purchase History by Vendor—push its value beyond the sales team and into the purchasing and operations groups, allowing more people in the organization to work better and faster.
Workflow AutomationEstablish default assignments for all of your transaction statuses to ensure that work is routed to the appropriate person at the right time. Easily view and add transaction tracking notes from the Customer Management Center.
Sage Peachtree Accounting 2011
Inventory and Services Management CenterA customizable dashboard that helps users process large quantities of information about a single inventory item or service at a glance. It enables quick research, comparisons, and decision making. Excellent for understanding quantities, usage, and complex assemblies relationships. Provides answers to inventory questions about last unit price, number of units, vendors, open transactions, backorders, and more. Manages assemblies at a glance by seeing items on BOMs, component usage, assemblies built, and work tickets. Helps evaluate business impacts of a service—usage, revenue, and more. You will spend less time digging for information when tracking inventory or planning purchases, especially locating specific items in a list of thousands with similar names.
Streamlined Service BillingFor businesses that provide services, you can quickly invoice customers for any unbilled time and expenses. Users can filter unbilled items by date, customer, or job. The outstanding time and expenses are then transferred directly to an invoice. Improving your billing efficiency can translate directly into business results. The faster you collect revenue owed to you, the sooner you can put it to productive use. The existing invoicing process remains the same; you decide which method to use.
Job Status IndicatorsCustomizable statuses with visual “red/yellow/green stoplights” for easy identification. There are four default statuses, but the field is completely customizable to meet the needs of your business. You can easily delete, rename, or change the color-coded stoplight button attached to each status. You can add virtually unlimited new status types (for example: At Risk, On Schedule, Late).
Job and Project Management CenterProactively manage your projects with easy access to job information in one centralized place. A second tab on the new Job Navigation Center provides a customizable, dashboard view of information “per job,” “per job/phase,” or “per job/phase/cc.”
Interactive Job ReportingQuick, custom reports with totals that can be developed from job modules on the dashboard. You can customize what information you want or need to see on each job module. The totals line on each module now automatically updates when new information is shown. The Job Profitability module with comparisons of Original, Estimated vs. Committed, and the various filters can make this one module into hundreds of reports. The totals carry the sum function to Microsoft® Excel®, which makes it very easy to continue to customize. You can send the output to multiple formats—Excel, PDF, or email.
Job Navigation Center“One Stop Shop” for accessing all job-related information including tasks and reports in a centralized dashboard. You can view a complete list of jobs and drill down to the details from the list. The new Job Status Indicator makes it easy to see or sort by the status. New buttons allow you to easily access Job Phases, Cost Codes, and Change Orders in the Job Tasks window.
Easier Data Entry for JobsFour usability improvements that reduce steps and enhance data entry for jobs. When you select the job on the first line of a transaction, it automatically populates to the following lines—no additional clicks required. You don’t have to take your hands off the keyboard to select the correct job, phase, or cost code. You can easily find the correct job because the customer name is now shown in the drop-down list. You can opt for a warning if you have forgotten to enter a job on sales or purchase transactions.
More Room for Job NotesJob notes field has been expanded to allow the user to enter more information. You can cut/paste information from emails or other documentation directly in this field. You can also bring data directly into the software using the import/export feature.
Change Order ProcessingAllows Change Order tracking and list view/reporting, provides a new Change Order Form to capture approvals, and updates estimated revenues and expenses with approved changes. Eliminate manual change order tracking processes and keep all of your information in one place. Tracking features include noting when a change order is approved, when it is applied to transactions, any changes to projected end date, and maintaining all notes applicable to the change order. You will have better insight into the impact of change orders on jobs’ revenues and expenses (down to phase and cost codes).
Enhanced Assemblies ReportingHandle assemblies in new ways with modules on the Inventory and Services Management Center. Users can customize the dashboard for at-a-glance, detailed information about a specific assembly item. Enables quick research, comparisons, and decisions about complex assemblies relationships. Each module is still controlled by existing security measures and will automatically respect the security settings you have today.
Provides answers to inventory questions about quantity on hand and cost of all components, quantity needed of this item in each assembly, and more. Managing assemblies can be done at a glance by seeing items on BOMs, component usage, assemblies built, and work tickets. Each user in the office can customize assemblies reporting on the Inventory and Services Management Center to their own unique needs.
Setup AdvisorA retractable panel is docked to the side of each screen in which customer, vendor, employee, inventory, and other records are maintained in the software. Each time a field within one of these screens is selected, the panel automatically displays related instructions, descriptions, and links. The guide panel can be turned on or off for each user.