Sage 50 Release Overviews 2012-2019

Sage 50 Accounting helps you organize and manage your business with confidence!

Sage wraps our powerful accounting and business management features with automatically delivered software updates and ongoing service and support you can trust—all part of your auto renewing Sage Business Care plan1 and included as part of your product purchase.

In the past, the features listed below have been included with Sage 50 software. However, the features listed below are NOW considered stand alone products and must be purchased separately :

• Sage Fixed Assets
• Payroll
• UPS Shipping Integration

Here’s a list of new Sage 50 features added since 2012.

What’s New in Sage 50—U.S. Edition 2019.0 (Released 7-2018)

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.

• Displays the Date of the last Invoice
• Shows a listing of Order and Invoice history
• User can see line item details for historical Orders and Invoices

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 2018.2 Release Features

(click on the arrow to watch short video on 2018.2 features)

Sage Business Cloud Payments (Sage 50cloud and traditional) -Sage Business Cloud Payments enables customers to make managing payments simple and getting paid easy and effortless.

• Sage has partnered with three trusted payment providers who will provide customers with the choice on how to get paid faster through invoices and point of sale payments.

Invoicing Payments with Stripe is here!

• Sage has partnered with Stripe to provide customers a quick and seamless way to accept credit and debit card payments by adding a “Pay Now” link to your invoice emails and get paid instantly. With our integration, customers can reduce time spent chasing late payments and reconciling their accounts. And set-up takes less than 5mins with Stripe Invoicing Payments.

Sage Payments Solutions has a new brand name, Paya!

• While the name is new, the Paya team and technology solutions are industry-tested and come with almost 20 years of payments expertise. Paya is integrated into Sage 50cloud; your same trusted payment processor, with a new name.

PayPal partnership coming soon!

• Sage is partnering with PayPal. Stay tuned for the launch of PayPal late March/early April.

Windows 10 Stability Improvements (Sage 50cloud and traditional)

• We’re pleased to inform customers that the issue of Sage 50-U.S. Edition 2018.1 and lower, unexpectedly shutting down the program due to a change in the Windows 10 Fall Creators’ update, has been resolved in this 2018.2 release!

Sage Drive + Office 365 Compatibility (Sage 50cloud only)

• This feature will allow customers to synchronize data from Sage 50cloud to Office 365 without having to disable Sage Drive.

Sage Pegg (Sage 50cloud only)

• In order to help make our customers’ business life easier, Sage 50cloud has introduced a new messaging Bot call Pegg! Sage Pegg will give customers greater flexibility to help manage customer contacts, review invoices and check credit information for your accounts while on the move, using messaging platforms like Skype and Facebook Messenger!

Sage Intelligence (Sage 50cloud only)

• We have made enhancements to Sage 50cloud Intelligence!
• The changes include: A fresh new look and feel that’s easier to navigate and allows customers to easily structure your reports to suit your unique business needs, the ability to export reports to PDF, the ability to easily create a Management Pack to suit our customers business needs, enhancements to the calculator

Sage Capture (Sage 50 cloud only) - Sage Capture is now available for Android!

• Sage Capture is a mobile app that takes images of invoices, receipts and other documentation and uploads them to Microsoft OneDrive.
• It is a fast and simple way to record business transactions in Sage 50cloud and electronically file paperwork in OneDrive from anywhere.

Thanks

2018.1 Release Features

(click on the arrow to watch short video on 2018.1 features)

Sage 50 C Exclusive Features:

Cloud & Mobile Navigation Aid Tab: The Cloud & Mobile tab showcases the benefits of Sage 50c by featuring Microsoft Office 365 Synchronization, Sage Drive and Sage One Mobile Invoicing. This feature will allow you to:

• Display connected features of Sage 50c more prominently
• Gain easy access through navigation aids to frequently accessed features of Sage 50c
• View the Existing Services panel that showcases other services such as Payments and Online Payroll

Automated bank feeds:

• Sage 50c will now allow you the ability to automatically reconcile your accounts by importing bank account and credit card information through bank feeds
• Save time by greatly reducing manual data entry, avoiding data entry errors, reducing the time spent reconciling accounts

New Sage Dashboard Microsoft Office 365 App

Improvements made to Sage Contacts

2018.0 Release Features

(click on the arrow to watch short video on 2018 features)

Sage 50c Subscription Exclusive Office 365 features:

Sage Capture w/Office 365: Capture a receipt or record a transaction and post it to Sage 50c using any mobile or tablet device. Images are automatically stored in OneDrive so you never lose a receipt or document again. Visit the Apple and Android App stores, search for Sage Capture App. Download the app Free to any mobile device!

Sage Intelligence Reporting w/Office 365: SI Reporting unleashes the power of Sage 50c data into Excel. From building powerful reports to customizing – using simple drag and drop design. SI Reporting provides deeper business insights and understanding into your business. You can also publish Financial reports to the cloud and access them on any device. Available in HTML via web browser and Excel.

Sage 50c Subscription & Traditional:

AP Automation provided by Beanworks: Beanworks offers a cloud-based accounts payable automation solution that helps companies streamline their invoice-to-payment process. Automatic invoice routing with the ability to review and approve online, pay invoices via virtual credit card, EFT/ACH, wire, or automated check

This partnership and feature add-on will be available to Sage 50, 100 and 300 customers. The Sage 50 Quantum customer with 25 users or more will get a tremendous amount of satisfaction and see increased productivity using the AP Automation.

Maintenance – UI Modernization

User Interface Modernization: It’s a Facelift for Sage 50! Sage 50 has not had a user interface update in a decade! We think it’s time for a facelift. We have made some updates to the Navigation Centers for ease of use. Enjoy the new look and the same functionality that you know and love of Sage 50.

2017.2 Features

(click on the arrow to watch short video on 2017.2 features)

Three of these features are exclusive to the Sage 50c Subscription, including:

• Enhanced Sage One Mobile Invoicing
• Sage Contact app for Microsoft Office 365 Business Premium
• Improved Office 365 Cloud Backup

Enhanced Sage One Mobile Invoicing (Sage 50c Subscription exclusive):

Online invoicing through integration with Sage One was introduced in version 2017.1. However, Three significant improvements have been made to online/mobile invoicing. (1) Your Sage 50 sales taxes are automatically uploaded to Sage One. (2) Your Sage 50 inventory and service items are automatically uploaded to Sage One. (3) Receipts (from customers who use the click-to-pay option) are automatically downloaded into Sage 50.

Sage Contact app for Microsoft Office 365 Business Premium (Sage 50c Subscription exclusive) :

The Office 365 connection wizard will sync customer and vendor contact information between your Sage 50 company and Office 365 (requires 365 Business Premium). In addition to being able to having basic contact information, the Sage Contact app will allow you to see the last 5 invoices and last 5 receipts/payments within the last 90 days. Contact information changed in the Sage Contact app will sync back to your Sage 50c data. You can schedule the sync to run every 4, 12, or 24 hours as well as initiating it manually.

Improved Office 365 Cloud Backup (Sage 50c Subscription exclusive) :

This is another feature that was added in 2017.1 but has been now been improved. You no longer have to run Sage 50 as administrator for the Office 365 Cloud Backup to work, and behind the scenes improvements were made to help with backup of large companies. Lastly, the interface for email notification has been updated.

Click-to-Pay Invoicing (available to all Sage 50 and Sage 50c customers):

If you use Sage Payment Solutions to process credit/debit cards or virtual checks (ACH payments), you can now include a link when you email an invoice so your customer can pay online. The link will take them to a secure web page where they can enter a credit/debit card or their bank information. You can then download their payment directly into Sage 50 as a cash receipt (Receive Money) transaction and it will be applied to the invoice just as if you had entered it yourself.

Sage 50 2017.1 Features

(click on the picture to watch short video on 2017.1 features)

Four of these features are exclusive to the Sage 50c Subscription, including:

• Online and mobile invoicing and payment
• Microsoft Office 365 integration
• Automatic cloud backup using the Microsoft Office 365 integration
• Read-only access to a Sage Drive company

Two additional features are available to customers on all versions of Sage 50 and Sage 50c Subscription:

• Web mail support
• Automatic activation of Sage Payroll accounts

Online Invoicing and Payment (Sage 50c Subscription exclusive)

Sage 50c customers can create and send online invoices using their computers or the mobile app. Recipients can use the Pay Now link on the invoice to quickly and easily pay online. This simplifies the billing process and shortens the payment cycle.

• Online invoicing and payment* is available through integration with Sage One Accounting
• Sage 50c general ledger accounts and customer records are uploaded to Sage One, but not inventory and services items or sales tax codes
• Sage One is provided to Sage 50c customers for free. The activation code will be emailed to current customers on November 16, 2016. New customers will receive the activation code upon purchase or upgrade to Sage 50c.
• Sage 50c customers create a Sage One account, manually enter inventory and service items, and then generate and send online invoices from Sage One using a computer or the mobile app
• Emailed invoices from Sage One contain a Pay Now link so payees can submit an online payment using PayPal. Sage 50c customers with an SPS merchant account have the option to receive a credit/debit card payment
• Once the invoice is paid, Sage 50c customers must manually record the receipt in Sage 50c
• Sage 50c customers can download open invoices from Sage One into Sage 50c

* Online and mobile invoicing requires a Sage One subscription for integration. This is a one way integration and will require users to manually enter their inventory and service items into Sage One; customer records and general ledger accounts will be entered for them. Only customers on the latest release of Sage 50c Accounting have access to the Sage One integration. If customer cancels the Sage One integration service, to maintain access to Sage One, customer must set up separate billing. Not all Sage One features are available on the mobile app. Mobile devices sold separately and require a data plan. Data access is subject to cellular provider network availability and occasional downtime due to system maintenance.

Microsoft Office 365 Integration (Sage 50c Subscription exclusive)

This integration with Microsoft Office 365 will provide Office 365 Business Premium features to Sage 50c customers in the U.S., Canada, and the UK in staged releases. It will also provide a platform for developing future features and functionality.

Microsoft Office 365 automatic cloud backup* (Sage 50c Subscription exclusive)

This is the first feature delivered through the Office 365 integration. It provides Sage 50c customers the ability to securely store and retrieve company backup files online. Up to one terabyte of data storage available. Online backup was ranked Number One in a recent customer survey of potential new features

* Requires Microsoft Office 365 Business Premium license, available through Microsoft.

Sage 50c read-only mode (Sage 50c Subscription exclusive)

Allows additional Sage 50c users to access a shared company in read-only mode while the active user
is working in that company. This is the first of a two-phased project to support multiple concurrent users in Sage 50c

Web mail support (available to all Sage 50 and Sage 50c customers)

Customers can now utilize their web-based email services (e.g., Gmail, Yahoo, Hotmail, Live, AOL,
and Office 365, etc.) when emailing transaction forms such as invoices or receipts from Sage 50.

Automated Sage Payroll In-Product Activation (available to all Sage 50 and Sage 50c customers)

Sage Payroll Services customers will now have automatic in-product activation of their payroll account. This improves and automates the current manual process that requires the Sage sales colleague to generate an activation code and email it to the customer who must then enter it into Sage 50. Now Sage Payroll customers identify themselves in product and the activation code is entered for them.

Sage 50 Accounting 2017 Service Release 1

• New bank features include:

Bank balances shown in daily, weekly, and monthly view.

Spending displayed by categories.

Spending comparisons of current period versus previous period.

Bank transaction details.

Sage 50 Accounting 2017

• Improvements for easier installation and upgrades – Many of the screens in the installation routine have been combined and simplified.

• Sage 50c Drive now has Pause/Resume feature– (For Subscription Users Only) The Pause/Resume feature allows a customer to pause online activities, continue working offline, and resume working later with automated data sync. Please note, sharing still limits you to a single user.

• Accept ACH payments with Sage Payment Solutions – Users who process credit cards through a Sage Payment Solutions merchant account can now securely store customer’s ACH information in their customer record, and can process customer ACH payments through the Receive Money window in the same way they can process credit card transactions.

• New Sage 50 Desktop Icon

Sage 50 Accounting 2016 Service Release 1

• Sage 50 is compatible with Windows 10
  Sage 50—U.S. Edition Release 2016.1 is compatible with and certified for Windows 10
• Payment Center dashboard
  The Payment Center dashboard serves as the all-in-one place to apply for a Sage Payment Solutions merchant account in order to securely process credit or debit cards within the program.
• Services navigation center
  The Services navigation center provides one-click access to explore available add-on services:

Payroll Solutions
Credit card processing
Checks & Forms
Sage Mobile Sales

Sage 50 Accounting 2016

• Windows 10 Compatible

• Process Credit Card Refunds from inside Sage 50 – If you use Sage Payment Solutions to process credit cards right in the Receive Money window of Sage 50, you’ll be happy to know that you can finally process a refund the same way. Just bring up the receipt that originally paid the invoice and click the “Issue Refund” link. A new receipt will be created and its status will show “Approved – Refund Receipt.” The original receipt’s status will then show “Approved – Refund Issued.”

• Sage iPhone App – lets you see customer information, item purchase history, and quantity available for items on an iPhone. You must have a current Business Care plan but, other than that, there’s no charge to use the app. Of course you can choose to upgrade to Sage Mobile Sales (subscription required) if you want to be able to enter quotes and orders from an iPad.

• Convenient Signup for Payroll and Credit Card Processing – In-program signups have been added to make it easier to sign up for Credit Card Processing (Sage Payment Solutions) and payroll, including Sage Full Service Payroll.

• Easy Conversion of Sales Orders and Purchase Orders to Invoice has been fixed. – Version 2015.3 added a button to the sales order window to convert an order to a sales invoice and an equivalent button in the purchase order window to convert a PO to an accounts payable invoice. A bug that was in this feature has been fixed so that changes made to the order’s header information, such as such as the ship-to address, will now be copied correctly to the invoice.

Sage 50 Accounting 2015 Service Release 3

• One-click support chat– Just one click inside the software lets you chat with a technical support advisor when you have a question. No IDs or passwords ; a single click launches a chat session with an expert. Plus, you get a record of the conversation, so you can check it later if you have a question.
• Easy order-to-invoice conversion– Cut invoicing time in half and get paid faster. Now you can create an invoice directly from the sales order. It’s much faster, and you won’t forget a thing.
• Receive inventory from the purchase order– More quickly and accurately process in .You can receive inventory directly from the purchase order. You’ll save time with every transaction.
• More powerful Maintenance Records– Quickly create a purchase order and record a purchase or vendor payment right from the Maintain Vendors screen. Or create a new task—Quote, Sales Order, Invoice, or Receipt—from the Maintain Customers screen. And easily set up new customers, vendors, and inventory items by copying information from a similar record and then editing it.
• Customizable Lists– Lists have more flexibility and functionality with custom date ranges that you select and total. Plus, you can drill down to the details right from the List.
• Expanded Add Attachments– This popular feature allows you to attach critical files and documents to more records :purchase orders, quotes, and sales orders.It works for any type and size of file you have for a complete record of every transaction right inside your software.
• Personalized text on emails- There’s a new tab on the Customer Defaults screen that allows you to create custom messages when sending sales invoices and quotes. When you’re ready, simply select the customer and the transaction, click Send, and you’re done!
• Sage 50 Intelligence Reporting enhancements– Intelligence Reporting is more powerful than ever with usability and performance enhancements including easier access to commonly used features, simplified right-click menu, and modernized ribbon and background displays.
• Streamlined payment processing– Now it’s easier than ever to offer your customers more ways to pay: in the office, in your store, or on the go. Our stream lined application process makes it easy to connect Sage 50 with Sage Payment Solutions.1 You’ll save time, help increase sales, and better protect credit card information.

Sage 50 Accounting 2015