Overview of Year End Processing

At a high level, these are the steps to consider as you begin closing the books on 2015 and start fresh in the new year.

1. Backup Your Data

Executing a complete backup of your database is one of the most important things you can do before starting any closing process. You should also test the backup to ensure it was performed successfully and the data is readable.

If you make a mistake, the only way to “reverse” year end processing is to restore data from a backup.

Here are year end closing checklists for General Ledger, Accounts Receivable and Accounts Payable to help ensure that all tasks are processed and in the proper order.

Note:these modules all begin with the following 2 steps:

1. Backup your AR/AP/GL files and label them as “prior” to Year End processing.
2. Make sure the AR/AP/GL system date is set to the last day of your fiscal year.

A year end process in one module often writes data to another module. Therefore, the sequence in which you close your Sage 100 (formerly “MAS 90” or “MAS 200”) modules is extremely important in order to avoid the risk of damaging your data.

Important: Remember to back up your data before starting any module closing procedures. The only way to “reverse” year end processing in Sage 100 is to restore your data from a backup.

Sage 100– 2015 Year End Interim Release Download (IRD) Read Me Notes:

Important Reminder As of Tax Filing Year 2015, in order to print or electronically file 1099 forms, you will need to use the following menu tasks:

                         o       1099 (MISC, DIV & INT) forms: Accounts Payable > Reports > Form 1099 eFiling and Reporting

TIP! A user guide on how to process 1099 forms can be downloaded from the Sage Support Portal at https://Support.NA.Sage.com. Once logged into portal, in the Search field type 53295 and click Search button.Please make sure the appropriate person who processes 1099 forms in your company is aware of this important change.


You must install the 2015 IRD on the server to the...\MAS90 directory and you must also install the year end eFiling (Aatrix) update before processing 1099s for tax filing year 2015.

The year end eFiling update will be released on Friday, December 18th. The eFiling update is installed separately on each workstation that has State/Federal eFiling & Reporting installed. When you access any one of the eFiling and Reporting tasks, you will be prompted to install an “Automatic Update”; this will update all applicable form changes. It does not matter which update is installed first, just as long as both updates have been installed before processing 1099s for 2015. For more information, see knowledgebase article How to install, activate, update and uninstall Federal and State eFiling and Reporting (KB ID 18851)

The following are the required minimum Sage 100 versions. If you are not at least on one of the minimum versions below, you must add the required product update (PU) to get to the minimum before installing the 2015 IRD.

• 2013 PU 9
• 2014 PU 7
• 2015 PU 3

ACCOUNTS PAYABLE:

The 2015 IRD contains the following enhancements for Accounts Payable:

IMPORTANT TAX INFORMATION: 1099 Form changes were required for the tax year 2015 and have been incorporated in this update. Maintenance, data entry, as well as certain reports and Form 1099 eFiling and Reporting have been modified to adhere to the 2015 1099 Miscellaneous, Dividend, and Interest forms as published by the IRS for the tax year 2015 filings.

• Once the 2015 IRD is installed, the new 2015 boxes will be available for all companies in the installation. The following changes have been made to accommodate the correct placement of the following information:

1099-INT:
o Box 12 is now blank
o Box 13 is now Bond premium on tax exempt bond
o Box 14 is now Tax-exempt and tax credit bond CUSIP no.
o Box 15 is now State
o Box 16 is State identification no.
o Box 17 is State tax withheld

1099-MISC:
o No form changes were required

1099-DIV:
o No form changes were required

Note: If these boxes were previously created (in the SY_1099Setup file) using the SY_1099Maint_UI utility, this IRD will overwrite those records in SY_1099Setup, but will not affect any paid-to-date dollar amounts already stored for the tax year 2015 in the data file AP_1099VendorPayments. Note if the new boxes were manually created using the utility, prior to installing the 2015 IRD, the user should use the SY_1099Maint_UI utility to verify that the boxes were created correctly as a text or non-text field (Text Field) in the Form 1099 Box Maintenance window, and make corrections as necessary.

• Form 1099 eFiling and Reporting version has been updated to 2.57

Sage has released the third product update for Sage 100 version 2015 (5.20.3.0) on 12/09/2015. The following is a list of enhancements and corrections that have been incorporated for Sage 100 2015 in this Product Update. Product Updates are cumulative, comprised of all enhancements and program corrections found in prior updates. Smart Update will install only the programs that need to be updated since your last Product Update Installation.

This Product Update also contains enhancements and program corrections introduced in 5.10.7.0, included in this report for reference.

Sage 100 ERP Advanced and Premium Workstation Synchronization now updates the client workstation automatically. This replaces the need to run WKsUpdate.exe after installing a product update. Users running Sage 100 Standard over a network will still need to run WKsUpdate Standard.exe on each workstation. This program is located in the ..\mas90\wksetup directory on the Sage 100 2015 Standard Server.

All Sage 100 Product Updates require the installation to be from the Sage 100 Server.

MBA Business Software customers that are on Software Support – Preferred (SSA-PF) can contact us to schedule your update to this version. As part of your support plan, minor updates and hot fixes are included. Not on a support plan but interested? Find out more about what MBA offers for support.  An updated "eBusiness Web Services.exe" was introduced in Product Update 1 and is being installed to the Sage 100 2015 Server's ..\MAS90\WS folder to correct the following issue: "UnitPrice is no longer being reset in Sales Order Detail when previewing orders with eBusiness Web Services ."

Existing eBusiness Web Services users should update their existing installation by uninstalling the existing eBusiness Web Services and installing the updated version . (OPTIONAL Method, existing users can replace their existing Sage100ERP.WebServices.dll with the updated version also located in the ..\MAS90\WS folder on the Sage 100 ERP 2015 Server.)

New eBusiness Web Services users should install using the updated "eBusiness Web Services.exe" located in the Sage 100 2015 Server's ..\MAS90\WS folder.
   

Sage has released the ninth product update for version 2013 (5.00.9.0) on 11/19/15. The following is a list of enhancements and corrections that have been incorporated for Sage 100 2013 in this Product Update.Product Updates are cumulative, comprised of all program corrections found in prior updates. Smart Update will install only the programs that need to be updated since your last Product Update Installation. If you choose to install this Product Update on a system that already has Product Update 9 installed, all programs released in Product Updates 1 through 9 will be reinstalled. 

Sage 100 Advanced and Premium Workstation Synchronization now updates the client workstation automatically. This replaces the need to run WKsUpdate.exe after installing a product update. Users running Sage 100 Standard over a network will still need to run WKsUpdate Standard.exe on each workstation. This program is located in the ..\mas90\wksetup directory on the Sage 100 Standard Server.

Sage has released the eighth product update for version 4.50 (4.50.8.0) on 11/19/15. The following is a list of enhancements and corrections that have been incorporated for Sage MAS 90 and MAS 200 version 4.50 in this Product Update. Product Updates are cumulative, containing all program corrections found in prior updates. Product Updates through 4.50.6.0 also contains program corrections that were introduced in 4.40.0.7 - 4.40.0.10. The numbering scheme has been changed for 4.50 Product Updates. The third segment represents the Product Update number. This change was done to accommodate future enhancements.

After installing this Product Update, WKsUpdate 90.exe or WKsUpdate 200.exe needs to be run on each MAS Workstation. This file is located in the ..\mas90\WkSetup directory on the MAS Server. (WKsUpdate should also be run anytime WkSetup.exe is run on a MAS Workstation.)
MBA Business Software customers that are on Software Support – Preferred (SSA-PF) can contact us to schedule your update to this version. As part of your support plan, minor updates and hot fixes are included. Not on a support plan but interested? Find out more about what MBA offers for support.

Sage has released the seventh product update for Sage 100 2014 (5.10.7.0) on 11/18/2015.  The following is a list of enhancements and corrections that have been incorporated for Sage 100 2014 in this Product Update. Product Updates are cumulative, comprised of all program corrections found in prior updates. Smart Update will install only the programs that need to be updated since your last Product Update Installation. If you choose to install this Product Update on a system that already has Product Update 7 installed, all programs released in Product Updates 1 through 7 will be reinstalled.

This Product Update also contains program corrections introduced in 5.00.5.0 through 5.00.8.0, included in this report for reference.

Strike the Balance Between Too Much and Not Enough

Managing inventory is much more than simply keeping track of how much you have on hand. For some companies, inventory is both the biggest asset on the books and the hardest to manage. Optimizing inventory levels requires a special balancing act as well as the right tools and insight. Let's take a closer look at how the Sage Inventory Advisor add-on for Sage 100 can help.

Existing Customers of Sage 100 and Sage CRM

Buy 5 User licenses, get one free!

Expanding your resources to meet the expanding demands of the marketplace, is the right action to take now. Don't miss out!  Act soon and when you buy five Sage CRM or Sage ERP licenses, you'll get an additional license for free!*

*Offer valid through September 28, 2015. Offer is valid for existing Sage 100 ERP customers.  Maintenance and support is charged on all six licenses.  Offer is not eligible for subscription orders.

Off-plan customers of Sage 100 and Sage CRM 

• 40% off software upgrade fees* (reinstate) or off new license fees (repurchase)
• New subscription license now available (subscribe)

 

Product Line	Reinstate	Repurchase	Subscribe
Sage 100	V 2015, 2014, 2013	V 4.5 or older	All Versions
Sage CRM	V 2015, 2014, 7.1	V 7.0 or older	All Versions

Intelligence Reporting in Sage 100 ERP 2015 includes a number of changes and new features that give you more control over financial reporting. In particular, functionality of the Report Designer Layout Generator was combined with the Report Designer Add-in, providing powerful new options for creating financial reports customized to your needs. Let’s take a look.

Sage 100 Supported Versions Update

With the release of Sage 100 ERP 2015, Sage has updated the supported versions matrix as follows:

Sage Summit is the event to learn, network and connect.  Sage has hundreds of sessions and more than 70 speakers all focused on helping you grow your business

Navigating a changing world - Sage's own CEO, Stephen Kelly, will moderate the lead keynote talk between two well-known powerhouse thinkers of our modern times, General Colin Powell and Deepak Chopra. This is sure to be a most fascinating discussion of "challenges and opportunities that come with today's changing world".  

For more information regarding the keynote session,speakers including Jane Seymour and Tony Hawk, 100 different breakout sessions, 150+ sponsors, product agendas and registration details, click here:

This letter serves to notify you of a currency exchange rate adjustment that Sage Fixed Assets plans to apply on August 1, 2015. The increase in the exchange rate of the Canadian dollar against the U.S. dollar has necessitated this adjustment.

Starting August 1, 2015, we will use an exchange rate of 1 U.S. dollar = 1.27 Canadian dollar. The exchange rate will be fixed for a period of one year and readjusted, up or down, based on the exchange rate a year from now.

Thank you for your continued patronage.

Sincerely,

Craig Kampel
Vice President of Sales
Sage

If you've been holding off on an upgrade to Sage 100 ERP 2015, it’s understandable. There hasn’t been a lot of detail about what’s included in this newest release - until now! Sage just published a 60-page “What’s New” guide that should provide everything you need to know to determine whether an upgrade is right for your business. Let’s take a quick look at some of the highlights.

Sage has released the 3rd Quarter Payroll Update for Sage 100 ERP.  This release is available to all Sage 100 ERP customers that are current on Sage Business Care.  The update is available for Versions 2013,2014 and 2015

Payroll Tax Table Update Levels 2013, 2014 and 2015

To download the TTU (Tax Table Update): 

1. Log on to the Sage Customer Portal by entering your name and password* (you must be logged in or you cannot access the Tax Table Updates).
2. Select the Sage 100 ERP icon
3. Under Download Product Updates section on the left toolbar, click Tax Table Updates.

NOTE: Those customers that are current on Sage Business Care and are on MBA Preferred Support can contact MBA Business Software through the Support line to have MBA download and install this TTU.The following is a list of changes contained on the 2015Q1 Tax Table Update delivery as of 02/06/15. Released for 2015-Q3 dated 06/03/15

Sage has released the sixth product update for version 2014 (5.10.6.0) on 6/29/15. The following is a list of enhancements and corrections that have been incorporated for Sage 100 ERP 2014 in this Product Update. Product Updates are cumulative, comprised of all program corrections found in prior updates. Smart Update will install only the programs that need to be updated since your last Product Update Installation. If you choose to install this Product Update on a system that already has Product Update 5 installed, all programs released in Product Updates 1 through 5 will be reinstalled.

Sage 100 ERP Advanced and Premium Workstation Synchronization now updates the client workstation automatically. This replaces the need to run WKsUpdate.exe after installing a product update. Users running Sage 100 ERP Standard over a network will still need to run WKsUpdate Standard.exe on each workstation. This program is located in the ..\mas90\wksetup directory on the Sage 100 ERP 2014 Standard Server.

All Sage 100 ERP 2014 Product Updates require the installation to be from the Sage 100 ERP Server.MBA Business Software customers that are on Software Support – Preferred (SSA-PF) can contact us to schedule your update to this version. As part of your support plan, minor updates and hot fixes are included. Not on a support plan but interested? Find out more about what MBA offers for support. 
An updated "eBusiness Web Services.exe" was introduced in Product Update 5 and is being installed to the Sage 100 ERP 2014 Server's ..\MAS90\WS folder to correct the following issue:

"UnitPrice is no longer being reset in Sales Order Detail when previewing orders with eBusiness Web Services."

Existing eBusiness Web Services users should update their existing installation by uninstalling the existing eBusiness Web Services and installing the updated version. (OPTIONAL Method, existing users can replace their existing Sage100ERP.WebServices.dll with the updated version also located in the ..\MAS90\WS folder on the Sage 100 ERP 2014 Server.)

New eBusiness Web Services users should install using the updated "eBusiness Web Services.exe" located in the Sage 100 ERP 2014 Server's ..\MAS90\WS folder.

Sage has released the second product update for version 2015 (5.20.2.0) on 6/29/15. The following is a list of enhancements and corrections that have been incorporated for Sage 100 ERP 2015 in this Product Update. Product Updates are cumulative, comprised of all enhancements and program corrections found in prior updates. Smart Update will install only the programs that need to be updated since your last Product Update Installation.  

An updated "eBusiness Web Services.exe" was introduced in Product Update 1 and is being installed to the Sage 100 ERP 2015 Server's ..\MAS90\WS folder to correct the following issue:

"UnitPrice is no longer being reset in Sales Order Detail when previewing orders with eBusiness Web Services."  

Existing eBusiness Web Services users should update their existing installation by uninstalling the existing eBusiness Web Services and installing the updated version. (OPTIONAL Method, existing users can replace their existing Sage100ERP.WebServices.dll with the updated version also located in the ..\MAS90\WS folder on the Sage 100 ERP 2015 Server.) 

New eBusiness Web Services users should install using the updated "eBusiness Web Services.exe" located in the Sage 100 ERP 2015 Server's ..\MAS90\WS folder.
MBA Business Software customers that are on Software Support – Preferred (SSA-PF) can contact us to schedule your update to this version. As part of your support plan, minor updates and hot fixes are included. Not on a support plan but interested? Find out more about what MBA offers for support. Sage 100 ERP Advanced and Premium Workstation Synchronization now updates the client workstation automatically. This replaces the need to run WKsUpdate.exe after installing a product update. Users running Sage 100 ERP Standard over a network will still need to run WKsUpdate Standard.exe on each workstation. This program is located in the ..\mas90\wksetup directory on the Sage 100 ERP 2015 Standard Server. 

All Sage 100 ERP Product Updates require the installation to be from the Sage 100 ERP Server.

Recently-announced "Featured Speakers" Include:

• Tony Hawk - Entrepreneur and Pro Skateboarder
• Chad Hurley - Co-founder of YouTube
• Jane Seymour - Award-winning Actress
• Matthew Weiner - Executive Producer of Mad Men

Sage 100 Sessions and Agenda

Sage has also published conference sessions, product lessons, and deep-dive learning opportunities broken out by product categories. Click below to see what's in store for you at Sage Summit 2015:

Browse Sage 100 ERP Product Sessions >>>

How to Shorten Your Sales Cycle

With the recent release of Sage CRM Version 7.3, Sage rolled out a bunch of new tools and reports that can help you accelerate your sales cycle and make the most of every opportunity. Let's take a look at these new sales accelerators.

New Management Dashboards

Two new ready-to-use Management Dashboards are available to provide owners, managers, and decision-makers with the insight and metrics to close more sales - faster. Each dashboard includes configurable gadgets that use Sage CRM data from across your entire organization.

It's hard to stay in the know when it comes to getting the latest updates on state sales tax rates. There can be numerous and frequent rate and boundary changes across cities, counties and other types of jurisdictions on an ongoing basis and that is just in one state!  Multiply that by all  of the states that charge sales tax and it can be pretty overwhelming.  Make sure that you get the latest tax rate information now and if you would like to know how to automate and simplify your monthly sales tax return process with Sage and Avalara, contact us for more information.  

Get current tax rates now!

Does Sage 100 Support Affordable Care Act (ACA) Requirements?

That's probably a question most Sage 100 ERP customers are asking themselves. And you'll be happy to learn that the answer is yes. Here's a look at new payroll options and features to help you manage ACA tracking and reporting.

ACA Overview

In a nutshell, employers with 50 or more full time employees will be required to provide additional reporting on employee and dependent coverage to the IRS beginning in 2015. You can get full details on the IRS.gov website.

Scheduled for release on April 7, 2015, Sage 100 ERP 2015 is one of the most feature-packed new releases in a while. It includes a long list of enhancements, many of which are inspired by customer requests submitted through the Sage 100 Ideas website. Let's take a closer look.

Sage has released the first product update for version 2015 (5.20.1.0) on 4/07/15.

An updated "eBusiness Web Services.exe" is being installed to the Sage 100 ERP 2015 Server's
..\MAS90\WS folder to correct the following issue:  "UnitPrice is no longer being reset in Sales Order Detail when previewing orders with eBusiness Web Services." Existing eBusiness Web Services users should update their existing installation by uninstalling the existing eBusiness Web Services and installing the updated version . (OPTIONAL Method, existing users can replace their existing Sage100ERP.WebServices.dll with the updated version also located in the ..\MAS90\WS folder on the Sage 100 ERP 2015 Server.) New eBusiness Web Services users should install using the updated "eBusiness Web Services.exe" located in the Sage 100 ERP 2015 Server's ..\MAS90\WS folder.

The following is a list of enhancements and corrections that have been incorporated for Sage 100 ERP 2015 in this Product Update. Product Updates are cumulative, comprised of all enhancements and program corrections found in prior updates. Smart Update will install only the programs that need to be updated since your last Product Update Installation.
MBA Business Software customers that are on Software Support – Preferred (SSA-PF) can contact us to schedule your update to this version. As part of your support plan, minor updates and hot fixes are included. Not on a support plan but interested? Find out more about what MBA offers for support. Sage 100 ERP Advanced and Premium Workstation Synchronization now updates the client workstation automatically. This replaces the need to run WKsUpdate.exe after installing a product update. Users running Sage 100 ERP Standard over a network will still need to run WKsUpdate Standard.exe on each workstation. This program is located in the ..\mas90\wksetup directory on the Sage 100 ERP 2015 Standard Server.

All Sage 100 ERP Product Updates require the installation to be from the Sage 100 ERP Server.  

Before installing the product update, please note the following:

• We highly recommend that you back up your system before installing any updates or version upgrades. Otherwise, data may be lost if the update fails.
• If any customizations have been made to your Sage product, contact your Sage business partner or Master Developer before installing any update.
• Install this Product Update from the same computer that was used to install the original Sage product to the application server.
• This Product Update includes fixes from all previous product updates.

HOT FIX

Release	Name	Description
6/22/15	Error	"Data is not selected for report printing" when using Quick Print from various forms in Sage 100 ERP version 2015. Or, in a few cases, instead of the above error, Quick Print prints all records and not just the selected record - Resolve by migrating data only AFTER installing Sage 100 ERP 2015 Product Update 1 (5.20.1.0).
6/11/2015	SO5006-T	Entire credit card deposit is credited when deleting backordered Sales Order and clicking the void button.
6/11/2015	SO5006-T	Daily Transaction Register doubles the total of one or more invoices from the Sales Order Invoice Journal.
6/3/2015	Error	"36 SYZDLL 13910" when accessing any task in legacy modules such as Payroll. Legacy modules have issue with "Enable Company Specific Background Color" to Background - Resolved with Sage 100 ERP 2015 Product Update 1 (5.20.1.0)
6/3/2015	Error	Purchase Order History Inquiry does not display Purchase Orders after converting data to version 2015 and selecting option to create purchase order history - Resolved with Sage 100 ERP 2015 Product Update 1 (5.20.1.0)
5/6/2015	LM5010-T	"Unable to Initialize PDF Converter" occurs when trying to print a Recurring Journal.

Sage has released the fifth product update for version 2014 (5.10.5.0) on 3/30/15. 

An updated "eBusiness Web Services.exe" is being installed to the Sage 100 ERP 2014 Server's..\MAS90\WS folder to correct the following issue: "UnitPrice is no longer being reset in Sales Order Detail when previewing orders with eBusiness Web Services." Existing eBusiness Web Services users should update their existing installation by uninstalling the existing eBusiness Web Services and installing the updated version .

(OPTIONAL Method, existing users can replace their existing Sage100ERP.WebServices.dll with the updated version also located in the ..\MAS90\WS folder on the Sage 100 ERP 2014 Server.)
New eBusiness Web Services users should install using the updated "eBusiness Web Services.exe"located in the Sage 100 ERP 2014 Server's ..\MAS90\WS folder.

The following is a list of enhancements and corrections that have been incorporated for Sage 100 ERP 2014 in this Product Update. Product Updates are cumulative, comprised of all program corrections found in prior updates. Smart Update will install only the programs that need to be updated since your last Product Update Installation.

If you choose to install this Product Update on a system that already has Product Update 5 installed, all programs released in Product Updates 1 through 5 will be
reinstalled. MBA Business Software customers that are on Software Support – Preferred (SSA-PF) can contact us to schedule your update to this version. As part of your support plan, minor updates and hot fixes are included. Not on a support plan but interested? Find out more about what MBA offers for support.
This Product Update also contains program corrections introduced in 5.00.5.0 through 5.00.8.0, included in this report for reference. 

Sage 100 ERP Advanced and Premium Workstation Synchronization now updates the client workstation automatically. This replaces the need to run WKsUpdate.exe after installing a product update. Users running Sage 100 ERP Standard over a network will still need to run WKsUpdate Standard.exe on each workstation. This program is located in the ..\mas90\wksetup directory on the Sage 100 ERP 2014 Standard Server.

All Sage 100 ERP 2014 Product Updates require the installation to be from the Sage 100 ERP Server.

Mobile Business is expected to be the biggest technology development this year. With a mobile device in just about every pocket, it's no wonder companies are starting to leverage new technology to drive sales, manage operations, and keep customers happy. Last year we introduced you to Sage Mobile Solutions - now let's take a closer look at how Sage can help your business stay ahead of the competition by going mobile in 2015.

Introducing Sage CRM 7.3

The long awaited Sage CRM Version 7.3 features a host of exciting new features as well as a new contemporary look and completely redesigned user experience. This latest release provides you with easy access to the data, reports, and metrics you need to close sales faster and make every customer interaction count. Let's take a closer look.

Let's face it - mistakes happen all the time in business. Whether you sent a payment to the wrong vendor, issued a check in the wrong amount, or have to apply a stop payment - there are plenty of situations where you may need to Reverse a Check in Sage 100 ERP.

Sage has released the 1st Quarter Payroll Update for Sage 100 ERP.  This release is available to all Sage 100 ERP customers that are current on Sage Business Care.  The update is available for Versions 4.50,2013,2014 and 2015

Payroll Tax Table Update Levels 4.50, 2013, 2014 and 2015

The following is a list of changes contained on the 2015Q1 Tax Table Update delivery as of 12/17/14. Released for 2015-Q1 dated 02/06/15

Sage Data Cloud is a new technology that acts as a bridge between Sage 100 ERP and a range of new "Connected Services" that are delivered from the cloud. The Sage Data Cloud allows you to extend your existing investment in Sage 100 ERP by leveraging new cloud-based add-on features, applications, services, and functionality.

Here are just a few of the new cloud-based Connected Services that integrate directly with your Sage 100 ERP system:

This latest release was packed with customer-requested enhancements designed to make Sage 100 ERP easier to use. The new Auto-Complete feature helps you quickly locate customers, vendors, and item records just by typing the first few letters of a name or item description. Auto-complete then populates a field of closely related matches that you can select from - helping you find what you need quickly without knowing an exact name or item number.