This webinar covered 26 new features in Sage 100 v2021, including changes to the subscription and perpetual versions. Subscription customers will receive new features with upgrades, while perpetual customers will only get maintenance updates. Key changes include check number expansion, SFA integration, and a 64-bit version option. Global changes impact library master, roles, and company types. Enhancements to accounts payable, accounts receivable, bank reconciliation, inventory, sales orders, purchase orders, and custom office were also highlighted. The presentation concluded with a demonstration of Sage 100 v2021.

1. Presented by:
Sue Pawlowic
Sage 100 Solutions Architect
Sage 100 v2021 Release
26 New Features

2.  This webinar will be recorded and made available at a later date.
 NASBA CPE Requirements: In order to receive CPE for this webinar:
 Participants must be connected to the session (both audio and presentation) for its
entirety.
 Participants must answer three questions/elements of engagement.
 One (1) hour of CPE in the field of Computer Software and Applications will be
granted if you meet these requirements
Housekeeping Items
Prerequisites: None | Advanced Preparation: None | Program Level: Basic | Delivery Method: Group Internet-Based
For information regarding our complaint policy, contact RKL’s HR department at 717.394.5666.
RKL LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing
professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on
the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the
National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

3.  Subscription vs Perpetual
 Sage 100 Name
 Global Changes
 Library Master
 Role and User Maintenance
 Company Types
 Form defaults and copying
reports and forms
 Paperless Office
 A/P, A/R, and Bank Reconciliation
 Inventory, Sales Order, and Purchase
Order
 Custom Office
 Visual Process Flows
Overview

4. Subscription
 Those who have already moved to the newer Subscription Module, are all set to receive new features,
when they upgrade to the most current version.
 New feature releases will focus on enhancing or developing new features and function.
Perpetual
 Will receive maintenance and compliance update only.
 While Sage remains committed to supporting customer on a perpetual license, the reality is that a
lionshare of new features and technology advancements will be directed at the Sage 100 Subscription
product going forward.
The functional gap between the two will continue to grow.
Contact RKL eSolutions for assistance moving off Perpetual and onto Subscription, now.
Subscription vs Perpetual

5.  Sage Software has decided to again call their product Sage 100, and has
dropped the reference to “c” or “cloud”.
 The product continues to be an “on premise” solution, with “cloud”
Functionality for features such as Sales Tax Calculations, Payroll Tax
Calculations, Inventory Advisor and Credit Card processing; providing the
benefits of both on premise, with cloud managed solutions.
 If you are looking for a Cloud Solution, you can work with your RKL eSolutions
team for options to place your Sage 100 into a cloud environment, minimizing
the need for new servers and internal IT.
Ask us how we can help.
Sage 100 – What Is It Called?

6. To be eligible for CPE, all polling questions
must be answered.
Polling question #1

7.  Check Number Expansion – Check number expanded from 6 to 10 characters
in all modules
 SFA Integration – Added 13 additional books that were introduced in Sage
Fixed Assets 2021
 X64 Bit Version – Option to install the 64-bit version of Sage 100
 Microsoft Edge – Used as the embedded browser if you have a version of Edge
installed that was released on or after Jan 15, 2020, but customers can switch
back to IE 11
 VI Logging Options – Visual Integrator Setup menu with new options for
managing log files
Global Changes

8. Subscription Only
 Role Security
 Simplified setup process and enhanced
functionality
 Role/User Inquiry
 Default Form Maintenance –Define
default form codes for companies, roles
and users
 Copy Forms and Reports – Copy settings
and custom forms/reports in copy
company
 User Display – Choose to display the user’s
logon, name, user code or e-mail address
Library Master
Subscription and Perpetual
 Role Security
 Security Menu (certain tasks are
subscription only)
 Role Types
 Company Type – Identifies the company
as Live, Archive, Demo or Test

9. Subscription Only
 Default Delivery Options – Define delivery
options to use when creating a new
customer/vendor
 Electronic Delivery Log – Detail log of
electronic delivery attempts for e-mail
and fax
 Associated Document for
Journals/Registers – Allows other
document types (Word, JPEG, etc.)
 New Company E-mail Settings – OAuth
now available for authenticating SMTP
email requests
Library Master Paperless Office
Subscription and Perpetual
 E-mail Additional Salespersons – Copy of
form e-mailed to salespersons receiving
commission
 Document Print Status Not to Change
During Failure – If the e-mail or print to
PDF process is terminated, documents will
no longer be updated as if they had been
sent/printed successfully

10. A/R, A/P, and Bank Reconciliation
Subscription and Perpetual
 A/R Invoice History Printing – All print settings will now persist by form code
 A/P Open Invoices Paid Today Reset – New utility to verify that the Paid Today
field is set correctly in the Accounts Payable Open Invoice file (File > Run > *UTL)
 B/R Exclude Wire Transfers from Positive Pay Export – Option added to the
wizard to include or exclude wire transfers when the file is created for the
financial institution

11. Inventory, Sales Order and Purchase Order
Subscription Only
 I/M Maintenance/Inquiry – Option to set
the default date range for transactions
 S/O Credit Memo – Ability to recall the
item cost from history, or to use the
current item cost from inventory when
applying an invoice to a credit memo (also
available in A/R)
 S/O Daily Sales Reports/Update – Option
to automatically print all additional
reports
Subscription and Perpetual
 P/O Receipt of Invoice Details – Line
detail will now display for receipt invoices
 P/O Purchases Clearing from History
Report – New report to print transactions
based on date
 1099-NEC Form – Non-employee
Compensation form now available in
Purchase Order

12. Custom Office
Subscription and Perpetual
 Two Line Column Descriptions – Can now create two-line column descriptions for
custom grids by inserting the carriage return token <CR> in the Column Properties
 UDT Maintenance Task to Update Role – Adding the task on the UDT Maintenance
menu and selecting the roles that will be able to access this task will now be done
through a wizard.

13. To be eligible for CPE, all polling questions
must be answered.
Polling question #2

14. Visual Process Flows
Subscription and Perpetual
 Converted to HTML5 due to Adobe Flash end-of-life on Dec 31, 2020
 Hot Fix PF6001-Tfor 2018, 2019, 2020 versions released on Jan 7th
–Changes also in 2020 PU2 to be released in March
 Updated UI and New Editor

15. Sage 100 v2021
DEMONSTRATION

16. To be eligible for CPE, all polling questions
must be answered.
Polling question #3

17. RKL Customer Account Managers
CONTACT INFO
Phone: 717-735-9109 x4327
Email: mlaudano@rklesolutions.com
MY FOCUS AND EXPERIENCE
Focused on relationship building and better
communications. To address software questions and
obstacles in order to better serve and provide the
highest level of customer satisfaction for our Sage 100
clients.
Michelle Laudano
Customer Success Manager
Sage 100 Central & Eastern
CONTACT INFO
Phone: 717-869-4333
Email: lpalladino@rklesolutions.com
MY FOCUS AND EXPERIENCE
Lindsey is the CSM at RKL eSolutions for our Sage 100
Western Region and Sage 300 clients, focused on
extraordinary customer care, licensing and add-on
solutions
Lindsay Palladino
Customer Success Manager
Sage 100 West and Sage 300

18. Thank you!
Contact us for pricing,
compatibility and consulting
needs of your business
management solutions.
Sales@rklesolutions.com
717.735.9109