Setting Up And Using Sage 50 Mobile

1. Sage 50 Accounts Mobile
1

2. Why is mobile important?…
• Mobile usage changing*
•Demand for flexible access to data increasing
•47% of Sage customers want mobile access to their data**
*Yodel Digital Jan 11
**Sage Omnibus Survey Jan 11
2

3. What is Sage 50 Mobile
• Mobile application is free to download
• Available for iPhone/iPod Touch and Blackberry initially… Android and iPad to follow
• 75%+ of Sage customers have iPhone and Blackberry platforms (Omnibus and other
Sage research) iPhone is 40%+ and Android share is increasing (currently 14%) at
the cost of Blackberry with the remainder made up of legacy platforms such as
Symbian
• Desktop
• Only compatible with Sage 50 Accounts 2012 – wizard and configuration tools are
built into the desktop which provides the most seamless experience possible for
customers
• Users are set up using Sage Passport accounts
• Concurrency – supports up to 10 users as part of the overall desktop ‘up to 10 user’
allowance
3

4. Sage 50 Mobile
• Sage Secure Gateway
• Uses a combination of desktop adapters, gateway and mobile servers
providing a ‘live’ 128bit encrypted ‘tunnel’ to desktop/server based dataset
• Service will only operate when host desktop or server are operational
• Handsets will cache an amount of data based on what was most recently
viewed – this avoids reloading data that hasn’t changed (the service
automatically checks for updates)
4

5. 5

6. 6

7. Screen View
7

8. 8

9. 9

10. How does it work?… Desktop wizard
built in to Sage 50
Accounts 2012
Sage Secure Gateway
Free Sage 50 Live connection
Accounts using Sdata
application framework
10

11. What does it do… and who is it for?
Log in
Use Sage Passport account to register and log in
as a mobile user aligned to desktop user name
Demo data
Use built in demo data to experience the app
without connecting to your live data
11

12. What does it do… and who is it for?
Initial view – Dashboard
Provides overview of key financial measures
Intuitive menu and options gives easy to
understand access to Customer, Supplier and
Company data
12

13. What does it do… and who is it for?
Customers
Search by various terms
View and create customer records
Create quotes, orders, invoices remotely
13

14. What does it do… and who is it for?
Suppliers
Search by various terms
View supplier record details

15. What does it do… and who is it for?
Company
Search products to check details such as unit
pricing, description and stock
Search project details (specific to Plus/Pro
variants)

16. What does it do… and who is it for?
More…
Top level financial information including bank
accounts and reporting information such as P&L