Sage 50cloud Accounting 2021 · 2020. 7. 31. · Accounting 2021 Product releases and feature...
Transcript of Sage 50cloud Accounting 2021 · 2020. 7. 31. · Accounting 2021 Product releases and feature...
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Sage 50cloud Accounting 2021
Product releases and feature enhancements from:
2021 and 2020
Sage 50cloud Accounting 2021 was released July 15, 2020 and contains many exciting
updates. Improvements were made to the cloud connected experience with a better and
more intuitive onboarding process. A new integration—with AutoEntry—allows you to
eliminate manual data entry tasks by easily scanning or taking pictures of documents such
as invoices, bills, bank statements, and more. Also, several product enhancements
requested by customers were included in the 2021 release.
Sage 50cloud Accounting 2021.0
AutoEntry Integration
AutoEntry makes it easy to eliminate manual data entry tasks, such as entering expenses,
invoices, payments, bills, receipts, and bank statements into Sage 50cloud.
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Using Sage 50cloud integration with AutoEntry, you can:
• Seamlessly capture and extract data from documents and publish them directly into
Sage 50cloud
• Eliminate errors by automatically categorizing expenses and syncing invoices to
matching purchase orders.
• Keep your books up to date using AutoEntry to scan or take photos (with the mobile
app) of the documents you want to sync with Sage 50cloud and let AutoEntry
capture details such as description, quantity, and price.
Memorized Purchase Invoices
Create a memorized transaction for Purchase Invoices/Bills. This feature allows you to save
time and reduce repetitive data entry tasks with memorized transactions that now include
Purchase Invoices. Enter and save common transactions and use them repeatedly.
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Sage ID – a single login to access all your connected services
Sage ID is a single login that lets you securely access the connected services available
with your Sage 50cloud subscription.
With your Sage ID, you have secure authentication to connected services without the need
to enter emails and passwords for individual connected services—such as Remote Data
Access (formerly SageDrive), Bank Feeds, or Invoice Payments.
New mouseover text for fields
In transaction windows with Items and Job fields, you can hover your mouse over the field
to view the entire Item or Job ID as well as any Assemblies/Phase and Cost Codes
associated with the Item or Job ID. Using this helpful feature, you can hover over Item or
Job ID fields to see the details in a popup rather than having to open each transaction just
to be able to see the details.
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Ship to Name for Customer Lists
The Ship to Name now appears on the Customer Management tab for Sales Invoices,
Sales Orders Quotes, Item Sales History by Customer, and Proposals for convenience and
to make it easy to filter.
Enhanced security with Gmail
The integration with Gmail has been updated to meet new security standards of Google.
We continue to ensure strict compliance and security standards for our customers using
Gmail.
Sage Drive is now Remote Data Access
New name, same convenient access to your company data from anywhere you have Sage
50cloud installed. The new name removes confusion around its capabilities. Remote Data
Access allows you to:
• Stay productive at home or on-the-go
• Collaborate on your books with a colleague or you CPA
• Avoid data loss with risky transfer services or storing your data to a USB
Additional Resources for Sage 50cloud Accounting 2021.0
• Announcing Sage 50 2021.0 blog article
• Sage 50cloud US 2021.0 is Live blog article
• New Enhancement Video
https://www.sagecity.com/support_communities/sage50_accounting_us/f/sage-50-accounting-u-s-announcements-news-and-alerts/153211/sage-50-us-announcing-sage-50-2021-0https://www.sagecity.com/support_communities/sage50_accounting_us/b/sage50us_supportinsights/posts/sage-50cloud-us-2021-0-is-livehttps://www.youtube.com/watch?v=rM5UnsfHTT8
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See additional enhancement from previous releases.
Sage 50cloud Accounting 2020.2
Expanded address fields in Maintain Customers, Vendors and Employees
Increased the number of characters allowed in the address field associated with
Maintenance records for Customers, Vendors and Employees from 30 to 50 to
accommodate longer addresses
Expanded Deposit Ticket ID field
The number of characters allowed in the Deposit Ticket ID field increased from 8 to 20 to
allow for longer values.
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Expanded Item Type Field in Maintain Inventory Items
The character count increased from 8 to 20 on the Item Type field associated with
Inventory Items.
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Additional Withholding Fields for Payroll Formula Calculations – Special 3, 4 and 5
Fields
With many states introducing Paid Family Leave laws and other additional employee
withholding taxes for designated types of businesses, fields “Special 3, 4 and 5” were
added to the Withholding Info tab in the Maintain Employees & Sales Reps window.
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Ability to Select Specific Customer Email Contact
Now you have the option of emailing a Customer form to a specific contact rather than the
primary or bill-to contact. The updated Forms with this enhancement include: Sales Orders,
Quotes, Proposals, Sales Invoices, Credit Memos, Change Orders and Receipts.
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Notes Field in Maintain Vendors
A Notes field was added to the Maintain Vendors area. This enhancement mirrors the setup
of Maintain Customers where the Notes field has existed for many releases.
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IPM Inbox (Bell icon) – Sage Message Center
A new “bell” notification was added to the Top Navigation on the Dashboard to indicate how
many active messages you have in your inbox but have not been read or dismissed.
Clicking on the bell icon opens the Sage Message Center and displays active messages
with a read or unread status.
Database Upgrade
The database that Sage 50 Accounting leverages has also been updated in this release.
This upgraded database improves compatibility with Microsoft Windows 10 operation
system and includes the latest security countermeasures to protect company data. This
database upgrade may also improve performance in some of your Sage 50 operations and
will pave the way for further performance updates in future releases.
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Sage 50cloud Accounting 2020.1
Payroll Tax Law Compliance and Improvements
The IRS updated Form W-4 for 2020. This required product and Aatrix changes to support
the revised Form W-4 and offer proper payroll tax withholding calculations for active payroll
subscribers.
Improved 1099 eFiling process
Users that process 1099 and 1096 Tax Forms for Independent Contractors and other
Vendors can now process and eFile tax forms more easily and efficiently.
Human Resource Forms & Compliance module from Aatrix
HR Forms is a collection of forms (over 80) commonly used to record important details and
events about your employees. Forms and Packets may be used as is or customized. The
HR Forms & Compliance module is available to Sage 50 Payroll Solution subscribers with
at least one eFile subscription.
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Improved Connected Services experience
With new in-product message functionality added to Sage 50, it is easier than ever to learn
about new features and discover the value of connected services. You can also connect to
new applications and services and then manage those connections directly within Sage
50cloud Accounting.
Sage 50cloud Accounting 2020.2
Top requested usability and workflow enhancements were delivered in this release.
Expanded Invoice Number Column on Receipts (Receive Money)
Drag-and-Drop Files from Windows Explorer into Attachments Window
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Attachments Column in Lists View
Default GL Cash Account for Receipts
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Human Resources Forms – Navigation Aids for Payroll
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Sage 50cloud Accounting 2019.2
The Sage 50cloud Accounting 2019.2 release, which was launched March 13, 2019, also
included several product enhancements requested by customers. When moving to Sage
50cloud Accounting you’ll also get these enhancements which provide you options to
improve performance and save time while taking care of some common tasks.
Attachments with General Journal Entries
You now have the ability to associate document/files with General Journal Entries by
attaching items directly to the transactions.
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Additional Date Range filters
The Date Range filter in Transaction Lists now have “Last Year” and “Last Year-to-Date”
options.
Print Sales Invoice and Picking List more efficiently
You can print Sales Invoices and Packing Slips without having to look up the same
transaction again.
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Enhanced Reporting refresh options and options to improve performance
On the General tab of the Maintain Global Options dialog box, there are three new
available selections you may check, which will help improve performance:
• You now have the option to update reports automatically when records are saved.
Whenever a maintenance or transaction report is opened and a transaction is saved,
the reports will automatically update with information; the report window is brought into
focus when the option is enabled.
• You can also opt to update reports automatically when you bring them into focus.
The same behavior as above, but the records are not reflected on the opened Report
until the window is brought into focus; also, on Local Area Networks (LAN) where the
user is viewing, the report switches back to the open report window.
• You can now speed up loading times by not saving the last selected Date Range in List
Views.
With this option enabled, the Date Range filter will be reset to “This Period”, which
avoids long load times if “All Transactions” was previously set.
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Release videos:
• Release 2021.0: https://www.youtube.com/watch?v=rM5UnsfHTT8
• Release 2020.2: https://youtu.be/2yz_jFNR6vU
• Release 2020.1: https://www.youtube.com/watch?v=BUX6YXBqAWo
• Release 2020.0: https://www.youtube.com/watch?v=YCFveOZlgBA
• Release 2019.2: https://www.youtube.com/watch?v=j_EWn0cNdEE
• Release 2019.1: https://www.youtube.com/watch?v=zEIU-OBZcs4
• Release 2019.0: https://www.youtube.com/watch?v=SPI_6HWnZno&t
https://www.youtube.com/watch?v=rM5UnsfHTT8https://youtu.be/2yz_jFNR6vUhttps://www.youtube.com/watch?v=BUX6YXBqAWohttps://www.youtube.com/watch?v=YCFveOZlgBAhttps://www.youtube.com/watch?v=j_EWn0cNdEEhttps://www.youtube.com/watch?v=zEIU-OBZcs4https://www.youtube.com/watch?v=SPI_6HWnZno&t