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Sage 100 User Group – Nov 2017
The document outlines the agenda of the Sage 100 User Group meeting held in November 2017, detailing updates for the 2018 version of Sage 100, including enhancements in payroll, inventory management, and compliance with ACA reporting. It emphasizes the importance of using supported software versions, year-end processing tips, and available resources for users. Key changes include the retirement of some features and the introduction of new tools to streamline payroll processing and reporting.
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Sage 100 User Group – Nov 2017
- 1. Sage 100 UserGroup San Antonio, TX | Houston, TX | Denver, CO November, 2017
- 2. Agenda • Introduction • What’sNew • Year-End, Payroll & ACA • Other Considerations • Tips & Tricks • Q&A • Adjournment © BCS ProSoft, Inc. All Rights Reserved. 2
- 3. Introductions © BCS ProSoft,Inc. All Rights Reserved. 3
- 4. What’s New inSage 100 2018 © BCS ProSoft, Inc. All Rights Reserved. 4
- 5. What’s New inv2018 • Global updates – Spell Check (memos, comments, messages- forms, notes), – Enhancements to new “Standard” Desktop, – Crystal Reports 2016* and – Service Notification Maintenance (new P/R “Tax Calculation Engine”) • Workforce Statistics option removed from Business Insights Dashboard to protect sensitive employee info © BCS ProSoft, Inc. All Rights Reserved. 5
- 6. What’s New inv2018 • Inventory Management – Warehouse Status Field • “Active”, “Inactive” and “Restricted” – Display inactive warehouse in lookup views • Visual Integrator – Control whether users can create and run imports and exports on a module-by-module basis – All import and export jobs for Job Cost and Payroll modules must be recreated © BCS ProSoft, Inc. All Rights Reserved. 6
- 7. • Rearchitected toimprove performance and usability • Multiple UI enhancements • Batch entry for Job Posting, Job Billing and Field Reports • Change the length of time you’d like to retain job cost history • No more “PTD”, “YTD” and “Job-to-Date” total fields • Updated utilities menu • Forms and reports – Now using Crystal Reports • Period End Processing Reports Job Cost Updates in v2018 © BCS ProSoft, Inc. All Rights Reserved. 7
- 8. • Payroll completelyredesigned to improve performance and usability – Independent version numbering from Sage 100 – TimeCard is NOT currently compatible with Payroll until first half of 2018 – Period Starting Date and Check Date fields added to Pay Cycle Window • Paperless Office – changes made with redesign of the Payroll module – Create and email payroll checks as PDF What’s New in v2018 © BCS ProSoft, Inc. All Rights Reserved. 8
- 9. • Accounts Payable– Form 1099 eFiling and Reporting has been renamed “Form 1099 Tax Reporting” • Mobility For Bar Code (formerly Bar Code) – Inventory EZ Import replaces Import Inventory Transactions. – Sales Order EZ Import replaces Import Sales Order Transactions. – Purchase Order EZ Import replaces Import Purchase Order Transactions. – Bill of Materials EZ Import replaces Import Bill of Materials Transactions. – Purge Bar Code History has been renamed Purge EZ Import History. – The Unattended Bar Code Transaction Import task has been removed from the Main menu. Use the EZ Import tasks instead. Renamed & Replaced Tasks © BCS ProSoft, Inc. All Rights Reserved. 9
- 10. The integration betweenthe General Ledger module and the BenefitMall payroll service is no longer supported. Sage Payroll Services is now the only supported payroll service. Based on your implementation, it is possible that the integration for the BenefitMall payroll service may continue to function. However Sage has discontinued our ongoing development efforts. Sage Payroll Services is now the only supported payroll service Retired Features © BCS ProSoft, Inc. All Rights Reserved. 10
- 11. 03 Year-End, Payroll &ACA © BCS ProSoft, Inc. All Rights Reserved. 11
- 12. Sage 100 (Standard, Advanced,Premium) 2017 2016 2015 2014 Release Date Oct 2016 Nov 2015 Apr 2015 Feb 2014 Retirement Date 9/30/2020 9/30/2019 9/30/2018 9/30/2017 YE Updates 12/31/2019 12/31/2018 12/31/2017 12/31/2016 Tax Table Updates 2019 Q4 2019 Q1 2018 Q1 2017 Q1 Product Updates June 2018 June 2017 June 2016 Nov 2015 Currently Supported Versions © BCS ProSoft, Inc. All Rights Reserved. 12
- 13. Currently Supported Versions •The year-end IRD and Tax Tables, as well as the eFiling and Reporting (Aatrix) year-end update will be available for download in December. • The applicable Product Update, 2017 IRD and Aatrix year-end update must be installed before processing W2, ACA or 1099 forms for 2017. • IRD’s and Tax Table Updates are only available for supported versions and for customers who are current on Sage maintenance. • The 2016 IRD and 2017-Q1 Tax Table Updates are the last updates that will be released for 2014 © BCS ProSoft, Inc. All Rights Reserved. 13
- 14. 1. Learn aboutthe ACA reporting requirements – http://sagecity.na.sage.com/p/aca/ 2. Examine for employee count for the previous calendar year to determine whether you are an “Applicable Large Employer” (ALE) – Sage 100 has tools to help identify full-time and full-time equivalent employees 3. Determine which ACA form you’ll be requires to submit for this calendar year 4. Confirm that your Sage software is set up to track ACA information you’ll need to submit on W-2 an ACA forms 5. Install any year-end product releases that are required for ACA reporting 6. Use the Aatrix Preparers to generate W-2 and ACA forms ACA Compliance: Getting Started © BCS ProSoft, Inc. All Rights Reserved. 14
- 15. Which ACA formsare you required to submit? Not Self-Insured Self-insured < 50 FTE’s 50+ FTE’s < 50 FTE’s 50+ FTE’s Forms to employees No reporting requirements 1095-C (Parts I & II) 1095-B 1095-C (All parts) Forms to IRS No reporting requirements 1094-C (and copies of all 1095-C forms) 1094-B (and copies of all 1095-B forms) 1094-C (and copies of all 1095-C forms) ACA Compliance: Form Requirements © BCS ProSoft, Inc. All Rights Reserved. 15
- 16. Year-End Tips • Createan archive company first, especially if you have the Payroll module • Review module set-up options • Processing Period End and Year End in module that is integrated with other modules can impact posting and reporting • As a general rule, work from the bottom of the menu to the top – PO, SO, IM, AP, AR, JC, GL © BCS ProSoft, Inc. All Rights Reserved. 16
- 17. • For eachemployee, set multiple default earnings codes for automatic entries in Payroll Data Entry. • Set the system to automatically remove any “zero” earnings codes during the Tax Calculation Step. • Set the system to automatically recalculate deductions if they are based on earnings and the amount of earnings changes – Yes (automatic – no user intervention) – No (Recalc Deductions button) – Prompt Payroll Tips © BCS ProSoft, Inc. All Rights Reserved. 17
- 18. • Check outthe Sage 100 Year End Center on Sage City – Checklists – How-to videos – Knowledgebase articles – Product & Tax Table Updates http://sagecity.na.sage.com/p/yearend Year-End Resources © BCS ProSoft, Inc. All Rights Reserved. 18
- 19. • Don’t waituntil the last minute to process your W-2’s and 1099’s • Don’t wait until the day payroll is due to install the Tax Table Updates • If you need to upgrade to a new version we need to be talking ASAP Year-End Considerations © BCS ProSoft, Inc. All Rights Reserved. 19
- 20. 04 Other Considerations © BCSProSoft, Inc. All Rights Reserved. 20
- 21. • BCS ProSofthas more resources available to resolve issues on newer versions. Issues are typically fixed in newer releases and take longer for support to resolve on older versions. • You will have access to needed downloads for v2018, and avoid manual updates and form printing • Your software will be compatible with newer hardware and operating systems (v2014 and earlier versions don’t work with Windows 10) • Access full capabilities of Payroll and AP modules (i.e. tax tables, IRD updates, eFiling) • Additional functionality and new features • Falling behind on versions could result in a complete repurchase of the system Why upgrade? © BCS ProSoft, Inc. All Rights Reserved. 21
- 22. Spring Cleaning &Considerations • Review your module set-up options • Server space concerns; When was the last time you cleaned your files? • Let us train your new employees or give you a refresher – weekly training classes at http://www.bcsprosoft.com/events • Extend the functionality of Sage 100 with add-ons for warehouse management and barcoding, financial reporting in Excel with live links to Sage CRM, time and attendance, and more © BCS ProSoft, Inc. All Rights Reserved. 22
- 23. • Fastest andpreferred – Login to our support portal http://www.bcsprosoft.com/help • Create your own ticket • Review support case history and billing info • Faster than calling – Email support@bcsprosoft.com • Normal response time – Call (800) 622-9014 Get Better Support Login to submit your ticket directly into our system © BCS ProSoft, Inc. All Rights Reserved. 23
- 24. • Operational excellence Improveefficiency & effectiveness, improve processes, reduce overhead and improve cashflow • Customer experience – Understand customer needs and optimize customer interactions across multiple touchpoints • Business transformation – Manage team dynamics to implement structural, process and technology changes • Cloud solutions & IT excellence – Increase the value of technology investments, align IT processes and investments with business strategies Business Process Optimization © BCS ProSoft, Inc. All Rights Reserved. 24
- 25. 05 Tips & Tricks ©BCS ProSoft, Inc. All Rights Reserved. 25
- 26. • You canpost from AP and PO in summary or detail – Note: When in doubt, post in detail. This gives you more info within the GL detail to trouble shoot issues • The settings determine how postings originating in Invoice Data Entry and Manual Check Entry are posted to the GL and what data is contained in detail postings • The settings in the PO module determine the data contained in postings originating from Receipt of Goods, Return of Goods and Material Requisition Issues Posting in Summary or Detail Accounts Payable setup options © BCS ProSoft, Inc. All Rights Reserved. 26
- 27. • Estimated cashflow report combines estimated disbursements and receipts • Initiated via Bank Rec under the Reports folder. Click “Receipts” to input any cash receipts that may not be accounted for in AR • Click “Disbursements” to enter disbursements (such as Payroll) that are not accounted for in AP Estimated Cashflow Analysis Estimated Cashflow Analysis © BCS ProSoft, Inc. All Rights Reserved. 27
- 28. • Updating Journalsfrom Preview is defined as a security event for each module in Role Maintenance. • Checked roles are able to update journals and registers by printing to the preview screen • Unchecked roles need to print hard copy in order to update journals and registers • Very convenient when working in a test company • NOTE: If you post from preview mode, there is no audit trail. If you want to post without printing hard copy but need an electronic audit trail, we recommend setting up Paperless Office. Update Journals from Preview Security settings in Role Maintenance © BCS ProSoft, Inc. All Rights Reserved. 28
- 29. • View andmaintain item purchase history information for customers. • Select how you would like to track history from SO Options in the History tab • View customer last purchase information on the SO Entry and Invoice Data Entry Lines tab • Use the last purchase price Customer Last Purchase History Customer last purchase history line entry of SO © BCS ProSoft, Inc. All Rights Reserved. 29
- 30. • Allow ordisallow discounts by line item • Do not need one discount for the total Sales Order • On the Line Entry tab of Sales Order options, there is a checkbox which will activate or de-activate the ability to enter discounts by line item Discount by Line Item Discount by line item in SO Options © BCS ProSoft, Inc. All Rights Reserved. 30
- 31. 06 Questions & Answers ©BCS ProSoft, Inc. All Rights Reserved. 31
- 32. Remember to completethe survey to request CPE credits and let us know what you thought. Your feedback is greatly appreciated. https://www.surveymonkey.com/r/JCXCC2T © BCS ProSoft, Inc. All Rights Reserved. 32
- 33. Questions? © BCS ProSoft,Inc. All Rights Reserved. 33 If you have any questions or need further assistance with your Sage software system please contact your Account Manager or the BCS Support Team. donna.amato@bcsprosoft.com kathi.graf@bcsprosoft.com wesley.murrel@bcsprosoft.com support@bcsprosoft.com www.bcsprosoft.com/help
Editor's Notes
- #2 White Logo Custom pic (themed if company meeting)
- #3 Go over housekeeping items before starting (bathrooms, phone calls, email, CPE credit, survey, Q&A)
- #6 Source: http://cdn.na.sage.com/docs/en/customer/100erp/Documentation.htm Crystal Reports 2016 * = MUST UNINSTALL ALL PREVIOUS VERSIONS OF C/R BEFORE INSTALLING THE NEW V2016! Why did Sage add a “Warehouse Status” field? https://www.scanforce.com/2017/11/sage-add-warehouse-status-field-sage-100/
- #7 Source: http://cdn.na.sage.com/docs/en/customer/100erp/Documentation.htm Why did Sage add a “Warehouse Status” field? https://www.scanforce.com/2017/11/sage-add-warehouse-status-field-sage-100/
- #8 -SAP Crystal Reports is now used for all reports and forms. Non-graphical forms are no longer available. -Selection grids have been added so that it’s easier to filter report data. -If you use Job Cost for billing, the invoice form will need to be reformatted. Source: http://cdn.na.sage.com/docs/en/customer/100erp/Documentation.htm
- #9 If you currently use the TimeCard module and plan to use the updated version when it's released, two options are available: - Postpone upgrading to Sage 100 2018 until the updated TimeCard module is available. If you upgrade to Sage 100 2018 before the updated module is available: - Create a backup of your TimeCard data so that you can use Visual Integrator to import it when the updated module is available. -Uninstall the TimeCard module from your current Sage 100 installation before running the Parallel Migration Wizard in Sage 100 2018. Source: http://cdn.na.sage.com/docs/en/customer/100erp/Documentation.htm
- #10 Source: http://cdn.na.sage.com/docs/en/customer/100erp/Documentation.htm
- #11 Source: http://cdn.na.sage.com/docs/en/customer/100erp/Documentation.htm TL;DR is millennial slang for “the too long; didn’t read version”. You can delete it or blame it on your millennial marketing manager who put this presentation together.
- #13 Source: https://support.na.sage.com/selfservice/viewdocument.do?noCount=true&externalId=31477&sliceId=1&cmd=&ViewedDocsListHelper=com.kanisa.apps.common.BaseViewedDocsListHelperImpl
- #14 Source: https://support.na.sage.com/selfservice/viewdocument.do?noCount=true&externalId=49810&sliceId=1&cmd=&ViewedDocsListHelper=com.kanisa.apps.common.BaseViewedDocsListHelperImpl
- #15 Source: https://support.na.sage.com/selfservice/viewdocument.do?noCount=true&externalId=48622&sliceId=2&cmd=displayKC&dialogID=84243&docType=kc&noCount=true&isLoadPublishedVer=&stateId=84244&docTypeID=DT_Article&ViewedDocsListHelper=com.kanisa.apps.common.BaseViewedDocsListHelperImpl INCLUDE ACA COMPLIANCE BLOG
- #16 Source: https://support.na.sage.com/selfservice/viewdocument.do?noCount=true&externalId=48622&sliceId=2&cmd=displayKC&dialogID=84243&docType=kc&noCount=true&isLoadPublishedVer=&stateId=84244&docTypeID=DT_Article&ViewedDocsListHelper=com.kanisa.apps.common.BaseViewedDocsListHelperImpl
- #19 We’re skipping the YE processes because we go over it every year and the process hasn’t changed much. Contact your Account Manager if you have any questions about the process and we’ll get you pointed in the right direction.
- #22 SPEAK ABOUT CLOUD OFFERINGS AND RECOMMEND SPEAKING TO AN ACCOUNT MANAGER IF THOSE CONVERSATIONS ARE HAPPENING
- #23 Managers, do you have a new hire who is not familiar with SAGE’s software? Do you find yourself so busy keeping up with the day to day that you feel your new hire is suffering? Do you want them to hit the ground running? Does your intellectual property seem to be watered down with employee turnover? Do you fear that you are only scratching the surface of what your software can do for you? We have the solution! Send them to a BCS Prosoft facility and let us train them for you! BCS Prosoft offers training on a weekly basis which covers SAGE’s core accounting modules.
- #24 You can log in to our system to create your own support tickets, see payment and billing information, even manage the types of emails you receive from us. Just ask you AM for info. This displays the ticket directly on our support call board in real-time. You can always call out support number, but the front desk will take the phone call and transcribe that into our system. Sometimes this could take a few extra minutes to get in the system or even the issue being recorded incorrectly. You can always email support@bcsprosoft.com for a faster response than calling.
- #25 We offer so much more than technical support. Let’s start talking about how we can make 2018 a game-changing year for your organization. Schedule a System Review of Business Process Review with your Account Manager. Our senior consultants offer deep industry and functional expertise to help our clients identify opportunities for optimization. We plan and deliver performance improvement initiatives through practical methodologies and intimate customer relationships. At BCS ProSoft, we work alongside your team to understand your current capabilities and roadmap a path to transform your business in these four vital areas. Operational Excellence Increase profits by optimizing business process efficiency & effectiveness. Design improved operating processes to streamline product and information flow, reduce overhead and improve cash flow. Our solutions align end-to-end processes, rationalize vendor relationships and deploy automation and information systems to increase product and cash velocity and improve management information and controls. Customer Experience Increase customer satisfaction and retention. Design improved customer experiences by understanding customer needs and optimizing customer interactions across touchpoints. Our solutions align business processes, employee experience as well as technology and user experience with the desired customer experience. Business Transformation Create and execute plans to accomplish complex organizational change and reduce risk. We work with your team to manage team dynamics while implementing structural, process and technology changes to achieve your transformation goals. Cloud Solutions & IT Excellence Reduce risk. Define strategic initiatives that increase the value of technology investments. Align IT processes and investments with business strategies. Streamline and focus IT operations. Whether your organization has fully embraced a hosted model or is just beginning to evaluate deployment options, BCS ProSoft can help you cut through the clutter and develop a practical, customized strategy that connects the cloud to your business.
- #27 ***Presenters should show the A/P and P/O setup Options screen where these settings are established*** Did you know that you can choose to post from the A/P and P/O modules in summary or detail? The settings in AP determine how postings originating in Invoice Data Entry and Manual Check entry are posted to the General Ledger and what data is contained in detail postings (with 7 choices for each type of posting). Likewise, the settings in the P/O module determine summary or detail, as well as the data contained in postings originating from Receipt of Goods, Return of Goods and Material Requisition Issues.
- #28 Presenters should show this screen and a previewed report in live Sage 100 system Obtain an estimated cash flow report that combines estimated disbursements and receipts over a user defined time range. This report can be initiated in the Bank Reconciliation module under the Reports folder. Click the “Receipts” button to input any cash receipts that may not be accounted for in the Ac counts Receivable module. Click the Disbursements button to enter disbursements (such as Payroll) that are not accounted for in the A/P module.
- #29 Presenter should show the security setting in Role Maintenance, and an example of updating a previewed report Updating Journals from Preview is defined as a security event for each module in Role Maintenance. Roles that show this box as checked are able to update journals and registers by printing to preview screen. Roles that do not show this box as checked need to print hard copy in order to update journals and registers. This is a nice feature to have when working in a test company. Be aware that if you post from preview mode, there is no audit trail. If you want to post without printing hard copy but need an electronic audit trail, we recommend setting up paperless office.
- #30 Presenter should demonstrate the selection of Customer Last Purchase history on line entry of Sales Order. Explain that there is a setup option (explained below) to enable this option. Select Sales Order Setup menu > Sales Order Options. Click the History tab. In the Sales Order Options window, click the History tab. At the Retain Customer Last Purchase History field, select how you would like to track history. For more information, see Sales Order Options - Fields. Select Sales Order Setup menu > Customer Last Purchase Maintenance. In the Customer Last Purchase Maintenance window, enter the customer number for which you want to view last purchase information. You can view and maintain item purchase history information for customers. For more information, see Customer Last Purchase Maintenance - Fields. Based on your selection at the Retain Customer Last Purchase History field in the Sales Order Options window, you can view customer last purchase information on the Sales Order Entry and Invoice Data Entry Lines tab by clicking the Customer Last Purchase History button in the button bar. You can also use the last purchase price.
- #31 Did you know that you can choose to allow or disallow discounts by line item (as opposed to one discount for the total sales order)? On the Line Entry tab of Sales Order options, there is a checkbox which will activate or de-activate the ability to enter discounts by line item.