Sage 50cloud Consultant

Sage 50cloud Consultant formerly Sage Peachtree

Sage 50cloud consultant, Sage 50c consultant, Sage 50 consultant, Sage Peachtree Consultant, Peachtree consultant sales cost and price for Sage 50cloud

Why, When, and How to Get the Most from Sage 50cloud Technical Support, Professional Consulting, and Authorized Reseller Training     

Managing your business is challenging. You’ve got a lot of moving parts and you’re responsible for making sure they all move in the right direction at the right times. And of course, your staff in the accounting and operations departments are the engines that keep everything in motion (or stalled).

Have you ever been in the midst of a problem and caught yourself thinking how useful it would be – in that moment – to have a go-to expert who could help you efficiently and successfully navigate your way to the ideal solution?

Hold that thought! That’s exactly what a professional consultant, advisor, trainer, or technical support person does for you. And, as valuable as they can be for your business during a problem, they are twice as beneficial when you’re not operating in crisis mode.

When you reach out for the attention of a professional, dedicated consultant, advisor, or trainer – before you’re having a problem – you’re in a sense getting an expert who not only understands the specific financial, technical, or operational aspects of your business,  such as a software issue, but also brings their business-specific expertise and insight into the discussion, the action plan, and the solution.

Now let’s take a look at why, when, and how the support provided by a professional consultant and engaged Reseller can help you get the most from your Sage 50cloud.

You’ve made the wise choice to upgrade to Sage 50cloud. You did your diligence and it was quickly clear that this was an investment with an attractive, quick, and ongoing return.

Right from the start you experienced the time and cost savings Sage 50cloud is known for and you’re a happy Sage 50cloud user. But, keep in mind that you might be leaving a lot more efficiencies on the table.  And not even realize it.

“In general, people who access training are happier with their software and need less on-going support.”    – Peter Lundberg; Sage 50cloud Certified Trainer; Senior Consultant; Accounting Business Solutions by JCS

This leads us to the Why and the When and the How.

The Value of Sage 50cloud Technical Support, Consulting and Reseller Training before you think you need it.    

As many accounting professionals will attest, it’s quite natural to reach an initial comfort zone with new accounting software and then stay at that level – especially when you’re so pleased with how much you’ve increased your productivity and functionality.

But this is actually when you can benefit the most from professional support, consulting, and the personalized attention of a Certified Reseller for Training.  This is when you will recognize the value of the services designed to help you use the system specifically to fit how your business operates.

And this is how you become instinctively familiar with all of Sage 50coud’s robust features so that you’ll fully realize its benefits, its return on your investment, and its impact on your growth and profitability.

While Accounting Business Solutions by JCS will always be available to assist you and constructively resolve any issues or challenges you’re facing, we encourage you to reach out before you’re struggling or having a problem. By taking a proactive approach to getting to know Sage 50cloud, you’ll realize more of its benefits more quickly with far less disruptive trials and errors.

 

Learn more about our private Sage 50cloud training classes

Accounting Training Classes

Sage Timeslips Training

 

Sage 50 Cash Flow

How to create a cash flow statement in Sage 50

Sage 50 cash flow

What does a cash flow projection consists of.  This report may be required if you are looking at additional financing for your business or need to report to a board of directors or potential buyer.  It is also useful for anticipating future cash shortfalls.  After reviewing what makes up a cash flow projection, we will go through an example using data from Sage 50.

 

What is a Sage 50 cash flow projection?

A cash flow projection consists of three main parts:

  • The beginning cash balances
  • Plus, anticipated cash receipts
  • Less Expected cash disbursements

Sage 50 Cash Screen Shots Accounting Business Solutions by JCS provides sales, setup, implementation, training and data migrations for Sage 50. And Consulting and Technical Support after the sale. Sage 50 support, sage 50 training, sage 50 consultant, sage 50 training classes, sage 50 training class, sage 50 class, sage 50 classes, Sage 50 help, sage 50 data migration, sage 50 software, sage 50 data repair, sage 50 accounting, Sage 50 custom reports, sage 50 software, Sage 50C support, sage 50C training, sage 50C consultant, sage 50C training classes, sage 50C training class, sage 50C class, sage 50C classes, Sage 50C help, sage 50C data migration, sage 50C software, sage 50C data repair, sage 50C accounting, Sage 50c custom reports, sage 50c software, Sage 50cloud support, sage 50cloud training, sage 50cloud consultant, sage 50cloud training classes, sage 50cloud training class, sage 50cloud class, sage 50cloud classes, Sage 50cloud help, sage 50cloud data migration, sage 50cloud software, sage 50cloud data repair, sage 50cloud accounting, Sage 50cloud custom reports, sage 50cloud software,

 

 

 

 

 

 

In Sage 50 there is a built-in Sage 50 cash flow statement.

It is found under analysis – under the main task bar and then by selecting cash flow.

 

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You have the ability to select the cash accounts you want to include in the cash flow projection. Once you select them there will be a visible check mark in the include box to the left of the cash account ID.

 

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Displayed will be the account number, description and the cash balance as of today if you are running in real time or have smart posting activated. As you can see, we have four bank accounts with a total available balance of $57,238.60 but will only be working with the regular checking account with a balance of $16,116.52 as of today.

The next step is to specify the time frame to be included in the projection found in the upper left corner of the window.

 

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We will now work with the file tab expected incoming cash. Most businesses will use the current outstanding customer invoices as the source of the expected cash receipts section. This information is from the Sage 50 customer open invoice file.  For this example, we will assume that we receive the cash on the due date for the full amount of the invoice.

 

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By default, most of these invoices will be select to be included in the projected cash balance. However, as you can see there are a few invoices with a date displayed in red. This indicates they are past the due date of expected payment. To include them as an exception, edit the date field and modify it to have an expected date after today’s date. And then use the include column to add it to the calculation.

 

If the business has another source of cash that is not showing up in the current receivables this should also be included.  Examples of these could be rents, royalties, or any kind of investment income and perhaps customer deposits.

 

To add a what if for other types of expected incoming cash you will use the adjustment in the type field,

Enter a value in the code number, id and name, date and amount fields and be sure to use the include column to add it to the calculation. In this example we have added an expected deposit on a project from a client of $15,000.

 

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Next, we will work with the file tab expected outgoing cash. Expected cash disbursements for most businesses come from two sources:

  1. The outstanding vendor invoices
  2. Payroll and related expenses such as taxes and benefits

 

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This information is pulled from the Sage 50 vendor open invoice file.  Like the customer invoices these are assumed to be paid on the due date in the full amount and are spread out over the same periods.

 

If you need to add a what if for other types of outgoing cash you can also add it to this file tab as an adjustment in the type field, Enter a value in the code number, id and name, date and amount fields and be sure to use the include column to add it to the calculation.

 

As we mentioned with cash receipts, if there are any additional cash requirements not listed above, they should also be included. Examples of these may be loan or line of credit payments, recurring and automatic payments from your bank accounts.

 

Under the bar – change cash flow settings

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You have the option for open transactions or historical transactions and in the lower portion of the window you can specify the types of transactions you want to use for incoming and outgoing cash transactions.

 

For Sage 50 Cash Flow – modify the time frame you wish to work with

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You can calculate this based on the average days to pay or transaction due date. Once you are finished with your decisions use the update cash flow bar to refresh your balances.

 

Exporting Sage 50 cash flow to Excel

– use the excel icon on the upper task bar. Once this is started You will now see options for your export.

 

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You can create a new excel sheet or choose to add to an existing sheet.

 

You can choose to use freeze panes and define how the header will be displayed.

 

Once this is complete an excel worksheet will automatically be created with the following tabs.

You can view, save and print these. Let’s look at the starting cash file tab which lists each account along with the beginning cash balance for each account.

 

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Under the file tab Expected Incoming Cash is a list of balances by customer by invoice of 87,197.51

 

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Under the file tab Expected outgoing cash is a list of balances by vendor by invoice of 28,374.68

 

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To review the summary file tab

 

The starting cash balance is $16,116.52 as of today.

There is a total of +87,197.51 expected incoming cash included

With a total of –28,374.68 expected outgoing cash included

With a projected cash balance of =74,939.35

 

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This format of this report can be easily modified using your excel skills and then shared with others.

 

Discounts are one additional consideration which may affect the amount of the receipt or disbursement to be expected.  The invoice balances already recorded would generally be used for planning but if you offer early payment discounts to your customers or if your vendors offer them to you, these should be considered if they are normally taken or given.

 

Lastly the timing of the receipt or disbursement need to be addressed.  Every invoice should have a due date associated with it.  However, as mentioned previously, early payment discounts may provide enough incentive for someone to pay earlier than that date.  In addition, although an invoice may have a net 30 days terms associated with it, it is not uncommon for the average time an invoice is paid to stretch a little.  Most systems will keep track of the average days to pay by customer and vendor.  This number, added to the invoice date, can provide a more realistic model if utilized.

 

If this is a format you wish to return to you can save your selections and the what if scenarios that have been identified for later use.

 

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Thank you for joining us to learn more about creating a cash flow statement in Sage 50. Accounting Business Solutions by JCS provides sales, installation, integration and training services for Sage 50 Accounting Software as well as technical support and custom reports. 800-475-1047. If there is anything we can do to help give us a call.

Sage 50c Support

Sage 50C Support

Sage 50C Support from experienced Sage 50c, business operations and accounting consultants. When you are seeking answers to your questions on how to best use Sage 50cloud Accounting Software. Accounting is undoubtedly the most vital facet of every business. While there is a huge variety of accounting software available people prefer Sage 50cloud accounting software and rightly so. Sage 50c Accounting is a business management software subscription-based product published by Sage Group. It was previously known as Sage Peachtree Accounting. Let’s have a look at what benefits businesses can expect while using Sage 50cloud accounting software from a Sage 50cloud Consultants perspective. We can provide Sage 50c support and help you setup Sage 50cloud in the following areas.

  1. For over 30 years Unmatched Sage 50c Support: With Sage accounting software you’ll get all the suggestion & support you need. On the whole, Sage accounting saves you money, time and effort while operating your venture with their auto-renewal system.
  2. Sage 50 Dashboards Provide Great Business Insights: The reporting structure on the Sage 50c software permits you to make smart business choices based on the intuition you can collect via precise reporting. The business intelligence aspect the Sage 50 accounting program provides, will offer you access to your data and will enable you to make groundbreaking business decisions & executions.
  3. Easy to use, Easy to Correct and with robust Accounting Guidelines: The sage 50 accounting software is GAAP approved and is on par with industry ethics and is the most dependable accounting solution available in the present scenario.
  4. Discover Audit & Security Operations: These unique function enables you to maintain your data secure and aids your business to avoid wealth losses because of accounting scam or incorrect accounting. The Review part of the Sage 50 program inspects for typical accounting blunders and vulnerable activity with fifteen diverse data checking programs. The security & audit feature also permit you to verify who’s working on your accounting, making new entries or tampering old entries and accessing particular functions.
  5. Master Inventory Management: This is the best selling point of Sage 50 accounting software. Being able to administer your inventory enables your organization to decrease mistakes and control expenditures. You’ll be allowed to administer your inventory more stock based on sale orders & invoices. With Sage 50c accounting application one can also institute diverse cost levels for item, select between diverse costing procedures, modify cost either via fiscal value or proportion and track warranty or repair info on stuff with serial numbers.
  6. Customization: With totally customizable features you’ll be allowed to access the crucial data required to support your consumers, program your purchases & act fast if required. The capability to act fast will save you both money and time and offer a superior service to your precious clients.
  7. Advanced Reporting – Custom Reports to get you the information you need.

For affordable yet effective Sage 50c support accounting solution Contact Accounting Business Solution by JCS – your one stop for Sage software upgrades from Sage Peachtree into Sage 50cloud and Sage 100cloud support. Call 800-475-1047

When was Sage Peachtree Discontinued?

With the release of Sage 50 – 2013 Sage notified all users that Sage Peachtree would no longer be supported by Sage. However, we will continue to provide support for Sage Peachtree.

Sage 50C Support

You may have received notification from Sage that services to older versions of Peachtree and Sage 50 products are scheduled to be discontinued or have been discontinued. This is accurate information but is certainly not any reason to panic!  We here at Accounting Business Solutions by JCS Computer will continue to offer support for older versions of Peachtree and Sage 50 to you, our valued customers, and be your Sage Peachtree and Sage 50cloud resource. If you are on a newer version of Sage 50cloud you are NOT affected.

Accounting Business Solutions by JCS has Master Consultants available to offer ongoing Support even for older versions of your software. If you are interested in obtaining support services for an older version of Sage Peachtree or Sage 50cloud or pricing details for upgrading to a newer version please give us a call for Sage 50Cloud Support.

What are Sage 50c Support Questions for your Network Server?

While this list can be extensive, it is extremely important to have more information to purchase, upgrade, or update your Network Server adequately to meet your businesses current needs and future needs.

  1. Do you have a current server?
  2. Is the new server replacing your current server or is it in addition to your current server dedicated to Sage 50?
  3. What are the specifications of your current server?
    1. CPU –
    2. Memory –
    3. Disc Space (total and available) –
    4. Backup Technology currently in place –
  4. Are the workstations members of the domain or running as peer-to-peer?
  5. Is the server running Active Directory Domain Services or acting as a Member Server?
  6. What services are currently configured on the server?
    1. Examples: DNS, SHCP, File Sharing, Network Printing, Terminal Services, Email, etc.
  7. Are you using any network-accessible or network-wide applications?
    1. Example: Server-managed anti-virus software to monitor connected workstations
  8. How many workstations are on the network, potentially accessing resources of the server?
    1. Example: Access to shared folders, network printing services, managed anti-virus software, etc.
  9. How many users are on the network?
    1. This could be differ depending on multi-user PC’s, multiple shifts, etc.
  10. What backup technology are you using?
    1. Examples: Removable hard drive, tape/cartridge, cloud solution, etc.
  11. What is your backup schedule and policy?
    1. Examples: Every night, once a week, full or incremental backups, month-end archives, etc.

What Sage 50C Support Questions may be related to your networking environment?

  1. Who is your internet server provider?
  2. What are you upload/download speeds?
  3. What equipment and/or technology are you using for perimeter security?
    1. Examples: Firewall, routers, etc.
    2. Cisco, Sonicwall, ISP-Provided, etc.
  4. What equipment do you use for your network topology?
    1. Examples: switches, print servers, wireless access, etc.
    2. Are they Switch(es) 100mbps or Gigabit speed?
  5. Do you have any peer-to-peer networking or only client-server?
    1. Examples: Peer-to-Peer – engineering can access secretary’s hard drive or printer. Client-Server – only device providing resources is the server

 

Accounting Business Solutions JCS Computer ResourceSage 50 Support and Sage Peachtree Support

Sage Timeslips Support and Sage 50cloud training classes

What Are The System Requirements For Sage 50?

Sage 50 System Requirements

Sage 50 System Requirements Sage 50 has so many new, powerful features and add-ons to help small businesses run their operations more efficiently. Before you make a purchase or need to upgrade your Sage 50cloud make sure you have the power you need. Free demo for Sage Accounting and discovery to review the latest features. Speak to a customer service representative to learn the Tips and Tricks to Success using Sage 50 give us a call 800-475-1047.

The solution to incompatibility challenges may be to upgrade your Sage 50! Call for Best Pricing.

What are the Sage 50cloud system requirements for Sage 50Cloud 2020 – U.S. Edition?

When was this version released? on July 1, 2020.Sage 50 2020 System Requirements Cost Support Training Sales

 

Important: For now Sage will continue to allow Sage 50cloud Accounting—U.S. Edition to be installed on computers with Windows 7 for the foreseeable, future, but some features may not work as designed in future updates. Beginning in March 2020, subsequent versions of Sage 50 Cloud Accounting—U.S. Edition will include a warning message when you attempt to install the product on a computer that is running an edition of Windows 7. However, the installation will be allowed to continue. See Article ID 103797 in the Sage knowledge base: Will Sage 50 consultants continue to support Windows 7 even though it is past its end of life? Yes!

Important: Features and functionality of Sage 50 may not work with these versions.

Microsoft XP Users: As of April 8, 2014 Microsoft, support was discontinued for Windows XP.

Windows 7 – On January 14, 2020, Microsoft ends Windows 7’s extended support.

Microsoft Vista Users: As of April 11 2017 Microsoft, discontinues support Windows Vista.

End of Important Notice

 

What are the Minimum system requirements and recommended Sage 50 2020 system configuration?

  • 2.0 GHz processor for single user and multiple users
  • 4 GB of RAM for single user and multiple users

 

What are the Sage 50 system requirements for Sage 50 Cloud 2020?

  • Windows® 7, or Windows 8.1 or Windows 10 (version 1709 and higher) with the latest updates from Microsoft installed. Important: On January 14, 2020, Microsoft ended Windows 7’s extended support.
  • 1 GB of disk space for installation
  • Internet Explorer 11.0 supported (version 11.0 and higher with Sage Payroll Solutions, Sage Payments Solutions and other Connected Services integration)
  • Microsoft®.NET Framework 4.7.2, including DirectX Dependency for .NET; requires an additional 280 MB to 850 MB
  • At least high-color (16-bit) SVGA video; Minimum Resolution: 1280×800, Preferred Resolution: 1440×900 or higher; small fonts/DPI settings required
  • All online features/services require Internet access (For best performance download speeds of at least 25mbps and upload speeds of at least 10mbps)
  • Maximum of 5GB file size for Sage Drive companies
  • Computer name of 15 characters or less required

 

Integration/compatibility requirements

  • Excel®, Outlook®, and Word integration requires Microsoft (32-bit) Excel, Outlook, and Word 2007, 2010, 2013 or 2016
  • Office 365 Integration – Requires Office 365 Business Premium or Enterprise Editions
  • Printers supported by Windows 7, Windows 8 or Windows 10
  • In-product demos require Adobe® Flash® Player 11 or greater (version 18 or higher strongly recommended)
  • Adobe® Reader® 11.0 and higher

 

Multi-user Requirements

  • Multi-user environments are supported in Sage 50 Premium Accounting by Sage Software and higher.
  • Multi-user mode is optimized for Windows Server 2008 R2 SP1, Windows Server 2012 R2 (requires installation of KB3118401), Windows Server 2016 and Windows 2019 client-server networks; Windows 7, Windows 8.1 or Windows 10 peer-to-peer networks
  • A maximum of five licensed named users is allowed for Sage 50 Premium Accounting and up to 40 named users for Sage 50 Quantum Accounting; a named user account is granted a license when selected in the user maintenance screen
  • 2 GB of disk space for installation of components on server

 

Terminal Services

Windows Server 2008 R2 SP1, Windows Server 2012 (requires installation of KB3118401), Windows Server 2016 or Windows Server 2019 along with Remote Desktop Connection or Remote Desktop Web Connection client is required to run in a Windows Terminal Services environment; no more than 5 named users for Sage 50 Premium Accounting or up to 40 named users for Sage 50 Quantum Accounting

  • Terminal Server requires additional memory when more than one user is running under Windows Terminal Services

 

Sage 2020 Multi user minimum Recommended system configuration

  • 2.4 GHz processor (Intel Core i3 and higher) for single user and multiple users
  • 4 GB of RAM for single user and 8 GB for multiple users

 

What are the New features of Sage 50cloud 2020? Here is a summary

  • Expanded Fields
  • New Payroll Fields
  • Vendor Notes
  • Contact Email Access
  • Performance enhancements
  • New Data base

 

Expansion of field sizes to allow you to store more characters and information

Address fields associated with Maintenance records for Customers, Vendors and Employees were expanded from 30 to 50 to accommodate a greater number of characters for longer addresses.

The Deposit Ticket ID field has been expanded from 8 to 20 to accommodate a maximum of 20 characters.

The Item Type field associated with Inventory Items was expanded from 8 to 20 for a maximum of 20 characters.

To accommodate Paid Family Leave laws and other additional employee withholding taxes for specific types of businesses, fields (Special 3, Special 4 and Special 5) were added to the Withholding Info tab in the Maintain Employees & Sales Reps

When emailing a Customer form, you can now choose to email a specific contact, other than the primary/bill-to contact by default. Forms included are: Sales Orders, Quotes, Proposals, Sales Invoices, Credit Memos, Change Orders and Receipts

The Vendor Notes field was added to the Maintain Vendors area and mirrors the setup of Maintain Customers where the Notes field was added several releases back.

IPM Inbox (Bell icon) – Sage Message Center: For messages that users have not dismissed in the carousel, a new “bell” notification was added to the Top Navigation on the Dashboard to indicate how many active messages have not been read or dismissed. Clicking on the “bell” icon will open the Sage Message Center which will display active messages, with a read or unread status.

Data Base Performance Enhancements – Database Upgrade from Pervasive v11 to Actian Zen v13 – Sage 50 will perform a database upgrade from Pervasive to Actian during the 2020 upgrade. Ultimately this upgrade will allow Sage 50 perform at an optimal level.

  • Update/install the latest version of Sage 50cloud
  • Convert your company data AFTER installing 2020 latest version

 

“Sage 50 Expert Help for Sage Accounting”

Company Data Upgrade Assistance – Peachtree DOS to Sage 50cloud and/or Sage Peachtree to Sage 50cloud.

Peachtree Support

Sage Peachtree Support

Sage 50 Support

Sage 50C Support

Sage 50cloud Support

View Sage 50 Training ClassesHere and/or Get your complimentary Month End Checklist in excel – Here

 

What are the Sage 50 system requirements for Sage 50 Cloud 2019 – U.S. Edition?

Sage 50 System Requirements – When was this version released? on July 1, 2018.

Important: Features and functionality of Sage 50 may not work with these versions.

Microsoft XP Users: As of April 8, 2014 Microsoft, support was discontinued for Windows XP.

Windows 7 – On January 14, 2020, Microsoft ends Windows 7’s extended support.

Microsoft Vista Users: As of April 11 2017 Microsoft, discontinues support Windows Vista.

End of Important Notice

Sage 50 2019 System Requirements Cost Support Training Sales

System Requirements

  • 2.0 GHz processor for single user and multiple users
  • 2 GB of RAM for single user and multiple users
  • System Configuration
  • Windows® 7, or Windows 8.1, or Windows 10 (Anniversary Update and higher – version 2019.1 compatible with Windows 10 v1803) with the latest updates from Microsoft installed

 

What are the Minimum Sage 50 system requirements and recommended Sage 50 cloud 2019 system configuration?

  • 1 GB of disk space for installation
  • Internet Explorer 10.0 and 11.0 supported (version 11.0 and higher with Sage Payroll Solutions, Paya Sage Payments Solutions and other Connected Services integration)
  • Microsoft®.NET Framework 4.7.1, including DirectX Dependency for .NET; requires an additional 280 MB to 850 MB
  • At least high-color (16-bit) SVGA video; Minimum Resolution: 1280×800, Preferred Resolution: 1440×900 or higher; small fonts/DPI settings required
  • All online features/services require high speed Internet access (For best performance download speeds of at least 25mbps and upload speeds of at least 10mbps)
  • Maximum of 5GB file size for Sage Drive companies

 

Recommended system configuration

  • 2.4 GHz processor (Intel Core i3 and higher) for single user and multiple users
  • 2 GB of RAM for single user and 4 GB for multiple users

 

Integration/compatibility requirements

  • Excel®, Outlook®, and Word integration requires Microsoft Excel, Outlook, and Word 2007, 2010, 2013 or 2016 (32-bit versions)
  • Office 365 Integration – Requires Office 365 Business Premium or Enterprise Editions
  • Printers supported by Windows 7, Windows 8 or Windows 10
  • In-product demos require Adobe® Flash® Player 11 or greater (version 18 or higher strongly recommended)
  • Adobe® Reader® 11.0 and higher

 

Sage 50cloud 2019 Multi-user

  • Multi-user environments are supported in Sage 50 Cloud Premium Accounting and higher
  • Multi-user mode is optimized for Windows Server 2008 R2 SP1, Windows Server 2012 or Windows Server 2016 client-server networks; Windows 7, Windows 8.1 or Windows 10 peer-to-peer networks
  • A maximum of five licensed named users is allowed for Sage 50 cloud Premium Accounting and 40 named users for Sage 50Cloud Quantum Accounting; a named user account is granted a license when selected in the user maintenance screen
  • 2 GB of disk space for installation of components on server

 

Terminal Services

Windows Server 2008 R2 SP1, Windows Server 2012 or Windows Server 2016 along with Remote Desktop Connection or Remote Desktop Web Connection client is required to run in a Windows Terminal Services environment; no more than 5 named users for Sage 50 Premium Accounting or 40 named users for Sage 50 Quantum Accounting

  • Terminal Server requires additional memory when more than one user is running under Windows Terminal Services

 

What are the New features of Sage 50cloud 2019?

  • Expanded Sales Order Drop down Menu
  • NET Framework 4.7.1 Updates
  • Performance & Reliability improvements
  • User Security Updates
  • Easy Customer Invoice payments

 

Expanded Sales Order Drop down Menu – Expanded Sales Order Drop down Menu & Totals in Quotes and Purchases List Views. The Sales Order drop down menu has been expanded to match the current field width of the Invoice Number field. In addition, dollar totals are now featured in the Quotes and Purchases List views.

.NET Framework 4.7.1 Updates – Sage 50 now leverages .NET Framework 4.7.1, which is already installed on most operating systems through standard Windows updates. If the update does not exist during installation, .NET Framework 4.7.1 will be installed during the installation process. Several advantages of this update include:

 

Performance & Reliability improvements

User Security Updates – A standard user will need Administrator level credentials to perform some tasks that require Administrator level permissions to execute. Sage 50cloud provides several options that can maintain data security and deter unauthorized users from possible fraudulent activities.

Sage Payroll (SPR) Sync – This release also includes updates to the latest Azure security compliance standards and improved reliability of large sync operations.

Microsoft Office 365 Integration Maintenance

Paypal for Sage Payments Cloud Maintenance – Easy, secure and faster payments. “Invoice Payments,” With Sage 50C 2019 by email and include a Pay Now button that customers can use to pay you with a debit or credit card. Payments are securely processed online and then deposited seamlessly to your bank account.

 

Lookup Displays now offer Year-to-Date (YTD) Sales compared to Last YTD Sales

  • 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

 

“Certified Sage 50 Consultant”

Upgrade Peachtree DOS to Sage 50cloud and/or Sage Peachtree to Sage 50c.

View Sage 50 ClassesHere complimentary Month End Checklist in excel – Here

 

What are the Sage 50 system requirements for Sage 50 Cloud 2018 – U.S. Edition?Sage 50 2018 System Requirements Cost Support Training Sales

When was this Sage Accounting version released? July 12, 2017?

 

Important: Features and functionality of Sage 50 may not work with these versions.

Microsoft XP Users: As of April 8, 2014 Microsoft, support was discontinued for Windows XP.

Windows 7 – On January 14, 2020, Microsoft ends Windows 7’s extended support.

Microsoft Vista Users: As of April 11 2017 Microsoft, discontinues support Windows Vista.

End of Important Notice

 

What are the Minimum system requirements and recommended Sage 50 Cloud 2018 system configuration?

If the minimum requirements are not met Sage 50 Cloud may run but at a reduced speed.

 

Sage 50 Cloud First Step Accounting 2018

 

Sage 50 Cloud First Step has been discontinued in 2018

Conversion: Sage 50 Cloud First Step Accounting 2017 users will only be able to upgrade and convert data to Sage 50 Cloud Pro Accounting or Sage 50 Cloud Premium Accounting 2018 and later releases. For assistance upgrading your Sage Peachtree give us a call 800-475-1047

 

Sage 50 Cloud Pro Accounting 2018 and Sage 50 Cloud Premium Accounting 2018 System Requirements

  • Processor operating at 1.0 GHz or higher (2.0 GHz recommended) ·
  • 4 GB RAM. Recommended 6 GB RAM·
  • 2 GB hard disk space (additional 1 GB needed for installation) ·
  • Latest version of Internet Explorer·
  • Microsoft® supported version of Windows 7, Windows 8.1, or Windows 10 (with the latest updates from Microsoft) ·
  • 256-colour or higher SVGA monitor, minimum resolution of 1024 x 768 ·
  • CD-ROM drive·
  • Forms that can be sent by email require MAPI or SMTP compliant email client, Internet connection, and email service ·
  • 2010, 2013, or 2016 Word and Excel integration requires 32-bit versions of Microsoft Word and Microsoft Excel·
  • Sage 50c integration to Microsoft Office 365 requires Microsoft Office 365 Business Premium·
  • Multi-user (Premium and higher) optimized for Windows 7, Windows 8.1 and Windows 10. Dedicated server recommended: Windows Server 2012, Windows Server 2012 R2, Windows Server 2008 R2, Windows Small Business Server 2008 R2.
  • Terminal Services: Windows Server 2012, Windows Server 2012 R2, Windows Server 2008 R2
  • High speed Internet connection (for subscribed Sage online services, for example, Sage Drive)

 

Conversion: Converts all data from previous versions of Sage 50 Cloud starting with Sage 50 Cloud Accounting Release 2014.0. However, it is not possible to convert to a lower-level version or edition. For assistance upgrading your Sage Peachtree give us a call 800-475-1047

 

Sage 50 Cloud Quantum Accounting 2018 and Sage 50 Cloud Accountant Edition 2018 System Requirements

  • Processor operating at 1.0 GHz or higher (2.0 GHz recommended) ·
  • 4 GB RAM. Recommended 6 GB RAM·
  • 2 GB hard disk space (additional 1 GB needed for installation) ·
  • Latest version of Internet Explorer·
  • Microsoft® supported version of Windows 7, Windows 8.1, or Windows 10 (with the latest updates from Microsoft)
  • 256-colour or higher SVGA monitor, minimum resolution of 1024 x 768 ·
  • CD-ROM drive ·
  • Forms that can be sent via email require MAPI or SMTP compliant email client, Internet connection, and email service.
  • Word and Excel integration requires 32-bit versions of Microsoft Word and Microsoft Excel 2010, 2013, or 2016.
  • Sage 50c integration to Microsoft Office 365 requires Microsoft Office 365 Business Premium.
  • Multi-user (Premium and higher) optimized for Windows 7, Windows 8.1 and Windows 10. Dedicated server recommended: Windows Server 2012, Windows Server 2012 R2, Windows Server 2008 R2, Windows Small Business Server 2008 R2.
  • Terminal Services: Windows Server 2012, Windows Server 2012 R2, Windows Server 2008 R2
  • High speed Internet connection (for subscribed Sage online services, for example, Sage Drive)

 

Conversion: Converts all data from previous versions of Sage 50 starting with Sage 50 Cloud Accounting Release 2014.0. If you need assistance converting older versions of Peachtree to Sage 50 give us a call Sage customer service 800-475-1047

 

What are the New features of Sage 50 Cloud 2018?

  • User Interface Modernization
  • Inactivate Stock Based on Last Activity Date
  • Cleared Column added to Check Register
  • Enhanced Click to Pay
  • Reports Performance Improvements

 

User Interface Modernization – The experience is refreshing and is the most highlighted feature of Sage 50 Cloud 2018 version. A whole new with easier to use features and this different look really updates the software.

Inactivate Stock Based on Last Activity Date – The new inventory features save time and make the data more reliable. In the inventory system you can look for you last activity and mark the whole session items as inactive. This would allow you to take down the obsolete items altogether rather than marking one by one for each item.

Cleared Column on Check Register – In the check register and cash journal reports you now have an empty column which allows you show the check clearing date. When you select the column in the reports and check cleared date it will tell you when the check was cleared in the reconciliation.

Enhanced Click to Pay – In the previous update the new feature was the shared link in the emailed invoices which enables the vendors to pay the amount via card or e-check. But the problem was the mandatory pay now link attached to all the invoices. In the 2018 update, you can now turn the option off for all the customers.

General Improvements

  • Performance Improvements for Reports
  • In product messages with bell sound notification
  • Add Attachments to a General Journal Entry
  • Expanded Sales Order drop down lookup
  • Printing packing list or picking list
  • Vendor Notes Field
  • Expanded data entry and payroll withholding fields

Ability to select a specific contacts email address

List Enhancements include

  • Added Additional Date Range Options – Last year
  • Added Additional Date Range Options – Last Year to date
  • Added Transaction amount totals
  • Updated Global Options to include a date range setting

Revised Form W-4, Employee’s withholding allowance certificate for 2020

Replaces complicate worksheet with simple questions that make accurate withholding easier

Alliances are no longer used for the redesign Form W-4 to increase transparency, simplicity, and accuracy.

Employees who have submitted Form W-4 in any year before 2020 are not required to submit a new form. Employers will continue to computer withholding based on the information from the most recently submitted form W-4 from the employee on file.

The revised 2020 W-4 version will be the only valid form for:

  • Employees hired after 2019
  • Employees that want to adjust their withholding after 2019

Sage Drive becomes multi user

No more USB for backups

  • Your data stays right where you need it. In the cloud
  • Transactions are saved to the cloud real time
  • From primary drive to the Sage Drive
  • From the Sage Drive to your accountant, at home, on the road and on vacation
  • If there are changes to the cloud you will see the downloading to Sage Drive message

 

Requirements for Sage Drive

  • Latest version of Sage 50 cloud installed o all computers
  • High Speed internet connection
  • Sage Drive Multi User Service
  • Each user is required to have a unique Sage ID
  • Important: Company data size limit for Sage Drive is 5.38GB for each company, which includes attachments and archives.
  • Internet connection speeds
  • Download: 20 mbps or higher
  • Upload 10: mbps or higher
  • Minimum Speeds
  • Download: 20 mbps
  • Upload: 5 mbps

Important: Always check company data size and internet speed prior to getting started with Sage Drive Multi-user. Refer to the getting started guide in knowledge base article 92913 for additional details.

Can I still get help for Sage 50 cloud 2018 – U.S. Edition?

With the Sage 50 2020 release Sage did retired this version and discontinued support. However, YES support is available from Authorized Resellers that provide professional services for Sage 50 cloud 2018. Reach out if you need any assistance 800-475-1047 we are more than happy to provide guidance.

 

“Sage 50 Expert Help for Sage Accounting”

Company Data Upgrade Assistance – Peachtree DOS to Sage 50cloud and/or Sage Peachtree to Sage 50cloud.

View Sage 50 Training ClassesHere and/or Get your complimentary Month End Checklist in excel – Here

 

What are the system requirements of Sage 50C 2017 – U.S. Edition?Sage 50 2017 System Requirements Cost Support Training Sales

When was this version released? September, 2016

 

Important: Features and functionality of Sage 50 may not work with these versions.

Microsoft XP Users: As of April 8, 2014 Microsoft, support was discontinued for Windows XP.

Windows 7 – On January 14, 2020, Microsoft ends Windows 7’s extended support.

Microsoft Vista Users: As of April 11 2017 Microsoft, discontinues support Windows Vista.

End of Important Notice

 

What are the Minimum system requirements and recommended Sage 50C 2017 system configuration?

The following are absolute minimum system requirements. If the minimum requirements are not met Sage 50C may have reduced performance.

 

Sage 50C First Step 2017 System Requirements

  • Processor operating at 1.0 Ghz or higher (2.0 Ghz recommended)
  • 512 MB of RAM (1 GB recommended)
  • 2 GB hard disk space (additional 1 GB needed for installation)
  • Latest version of Internet Explorer
  • Microsoft® supported version of Windows 7, Windows 8.1, Windows 10 (with the latest updates from Microsoft)
  • 256-colour or higher SVGA monitor, minimum resolution of 1024 x 768
  • CD-ROM drive
  • Word and Excel integration requires 32-bit version of Microsoft Word and Microsoft Excel 2007, 2010, or 2013 or 2016

Conversion: Sage 50C First Step Accounting 2017 users will only be able to upgrade or convert data to the current or later releases of Sage 50 First Step Accounting, Sage 50 Pro Accounting or Sage 50C Premium Accounting. See related resources How do I convert company files from prior versions of Simply Accounting and Sage 50C to Sage 50 2017. For assistance upgrading your Sage Peachtree give us a call 800-475-1047.

 

Sage 50C Consultant for Pro 2017 and Sage 50C Premium 2017 System Requirements

  • Processor operating at 1.0 GHz or higher (2.0 GHz recommended)
  • 512 MB of RAM (1 GB recommended)
  • 2 GB hard disk space (additional 1 GB needed for installation)
  • Latest version of Internet Explorer
  • Microsoft® supported version of Windows 7, Windows 8.1 or Windows 10 (with the latest updates from Microsoft) 256-colour or higher SVGA monitor, minimum resolution of 1024 x 768
  • CD-ROM drive
  • Forms that can be sent via email require MAPI or SMTP compliant email client, Internet connection, email service.
  • Word and Excel integration requires 32-bit versions of Microsoft Word and Microsoft Excel 2007, 2010, 2013, or 2016
  • Sage 50c integration to Microsoft Office 365 requires Microsoft Office 365 Business Premium
  • Multi-user (Premium and higher) optimized for Windows 7, Windows 8.1 and Windows 10. Dedicated server recommended: Windows Server 2012, Windows Server 2012 R2, Windows Server 2008, Windows Server 2008 R2, Windows Small Business Server 2008, Windows Small Business Server 2008 R2
  • Terminal Services: Windows Sever 2012, Windows Server 2012 R2, Windows Server 2008, Windows Server 2008 R2
  • High speed internet connection (for subscribed Sage online services, for example, Sage Drive)

Sage 50C Quantum 2017 System Requirements

  • Processor operating at 2.0 GHz or higher (Multiple-core processor operating at 2.33 GHz recommended)
  • 1 GB of RAM (2 GB recommended)
  • 2 GB hard disk space (additional 1 GB needed for installation)
  • Latest version of Internet Explorer
  • Microsoft supported version of Windows 7, Windows 8.1, or Windows 10 (with the latest updates from Microsoft)
  • 256-colour or higher SVGA monitor, minimum resolution of 1024 x 768
  • CD-ROM drive
  • Forms that can be sent via email require MAPI or SMTP compliant email client, Internet connection, email service
  • Word and Excel integration requires 32-bit versions of Microsoft Word and Microsoft Excel 2007, 2010 2013, or 2016
  • Sage 50c integration to Microsoft Office 365 requires Microsoft Office 365 Business Premium
  • Multi-user (Premium and higher) optimized for Windows 7, Windows 8.1 and Windows 10. Dedicated server recommended: Windows Server 2012, Windows Server 2012 R2, Windows Server 2008, Windows Server 2008 R2, Windows Small Business Server 2008, or Windows Small Business Server 2008 R2
  • Terminal Services: Windows Server 2012, Windows Server 2012 R2 Windows Server 2008, Windows Server 2008 R2
  • High-speed Internet connection (for subscribed Sage online services, for example, Sage Drive)

 

What are the New features of Sage 50C 2017?

  • Click-to-Pay Invoicing
  • Enhanced Sage One Mobile Invoicing
  • Online Invoice Payment
  • Sage Contact app for Microsoft Office 365 Business Premium
  • Improved Office 365 Cloud Backup
  • Read-only access to a Sage Drive company

 

Outlook 2016 compatibility – Send an email (such as an invoice) from Sage 50C using Outlook 2016.

Pause Sharing in Sage 50c – You can now easily pause and resume sharing of your data over Sage Drive as needed. Sharing still limits you to a single user, but this is Sage’s first step in overcoming that limitation. (This feature only applies to Sage 50c subscribers, not users with a traditional Sage 50 license)

When sharing is paused, in addition to returning to multi-user access, you’ll be able to perform the following single user tasks:

  • Backup
  • Change Accounting Period
  • Data Verification
  • Integrity Check
  • Year-End / Purge Wizard
  • Access Maintain Company Information

 

Important – completely stop sharing a company to use these tasks:

  • Restore Backup
  • Setup User Security
  • Change posting method
  • Select File, “Open Company As” in the Sage 50 Accountant Edition

 

Support for Customer ACH Payments – 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.

Multi-user access

  • With Sage Drive integration, one person can work with data in the cloud while others can access it in read-only mode anywhere.

Get paid faster

  • Why wait around? Online invoicing and payments.

Increased storage

  • With Microsoft Office 365 integration, you now have 1 Terabyte (TB) storage in the cloud to securely store and retrieve your files. (requires Microsoft Office 365 Business Premium)

Sage Intelligence Reporting feature will be activated automatically.

 

Can I still get help for Sage 50C 2017 – U.S. Edition?

With the Sage Software 2019 release Sage did retired this version and discontinued support. However, YES support is available from Authorized Resellers that provide professional services for Sage 50C 2017. Reach out if you need any assistance 800-475-1047

“Sage 50 Expert Help for Sage Accounting”

Company Data Upgrade Assistance – Peachtree DOS to Sage 50cloud and/or Sage Peachtree to Sage 50cloud.

View Sage 50 Training ClassesHere and/or Get your complimentary Month End Checklist in excel – Here

 

What are the system requirements of Sage 50C 2016 – U.S. Edition?Sage 50 2016 System Requirements Cost Support Training Sales

When was this version released? on September 1, 2015?

 

Important: Features and functionality of Sage 50 may not work with these versions.

Microsoft XP Users: As of April 8, 2014 Microsoft, support was discontinued for Windows XP.

Windows 7 – On January 14, 2020, Microsoft ends Windows 7’s extended support.

Microsoft Vista Users: As of April 11 2017 Microsoft, discontinues support Windows Vista.

End of Important Notice

 

What are the Minimum system requirements and recommended Sage 50C 2016 system configuration?

 

The following are absolute minimum system requirements. Sage 50C may run but at a reduced speed or not at all.

 

Sage 50C First Step Accounting 2016 System Requirements

  • Processor operating at 1.0 Ghz or higher (2.0 Ghz recommended)
  • 512 MB of RAM (1 GB recommended)
  • 2 GB hard disk space (additional 1 GB needed for installation)
  • Internet Explorer 11 or later
  • Microsoft supported version of Windows Vista, Windows 7, Windows 8, Windows 10 (with the latest updates from Microsoft)
  • 256-colour or higher SVGA monitor, minimum resolution of 1024 x 768
  • CD-ROM drive
  • Word and Excel integration requires Microsoft Word and Microsoft Excel 2007, 2010, or 2013

 

Conversion: Sage 50C First Step 2016 users will only be able to upgrade and convert data to later releases of Sage 50C Pro or Sage 50C Premium. For assistance upgrading your Sage Peachtree give us a call 800-475-1047

 

Important – Microsoft XP Users: As of April 8, 2014 Microsoft, supports for Windows XP has been discontinued, therefore going forward some features and functionality may not work with Windows XP. Any Sage 50C updates released after this date have not been tested for compatibility with Windows XP

 

Sage 50C Pro 2016 and Sage 50C Premium System Requirements

  • Processor operating at 1.0 GHz or higher (2.0 GHz recommended)
  • 512 MB of RAM (1 GB recommended)
  • 2 GB hard disk space (additional 1 GB needed for installation)
  • Internet Explorer 11 or later
  • Microsoft supported version of Windows Vista, Windows 7, Windows 8.1 or Windows 10 (with the latest updates from Microsoft) 256-colour or higher SVGA monitor, minimum resolution of 1024 x 768
  • CD-ROM drive
  • Forms that can be sent via email require MAPI compliant email client, Internet connection, email service, and word processor
  • Word and Excel integration requires 32-bit versions of Microsoft Word and Microsoft Excel 2007, 2010 or 2013
  • Outlook synchronization requires 32-bit versions of Microsoft Outlook 2007, 2010 or 2013 (Premium and higher)
  • Multi-user (Premium and higher) optimized for Windows Vista, Windows 7, Windows 8.1 and Windows 10. Dedicated server recommended: Windows Server 2008, Windows Server 2008 R2, Windows Small Business Server 2008, Windows Small Business Server 2008 R2, Windows Server 2012, Windows Server 2012 R2.
  • Terminal Services: Windows Server 2008, Windows Server 2008 R2, Windows Server 2012, Windows Server 2012 R2
  • Connected Services: Online services such as Sage Drive require a high-speed Internet connection and the latest browsers supported by your operating system.

 

Important – Microsoft XP Users: As of April 8, 2014 Microsoft, no longer supports Windows XP, therefore going forward some features and functionality may not work with Windows XP. Any Sage 50 updates released after this date have not been tested for compatibility with Windows XP.

 

Sage 50C Quantum 2016 System Requirements

  • Processor operating at 2.0 GHz or higher (Multiple-core processor operating at 2.33 GHz recommended)
  • 1 GB of RAM (2 GB recommended)
  • 2 GB hard disk space (additional 1 GB needed for installation)
  • Internet Explorer 11 or later
  • Microsoft supported version of Windows Vista, Windows 7, Windows 8.1, or Windows 10 (with the latest updates from Microsoft)
  • 256-colour or higher SVGA monitor, minimum resolution of 1024 x 768
  • CD-ROM drive
  • Forms that can be sent via email require MAPI compliant email client, Internet connection, email service, and word processor
  • Word and Excel integration requires 32-bit versions of Microsoft Word and Microsoft Excel 2007, 2010, or 2013
  • Outlook synchronization requires 32-bit versions of Microsoft Outlook 2007, 2010, or 2013 (Premium and higher)
  • Multi-user (Premium and higher) optimized for Windows Vista, Windows 7, Windows 8.1 and Windows 10. Dedicated server recommended: Windows Server 2008, Windows Server 2008 R2, Windows Small Business Server 2008, or Windows Small Business Server 2008 R2, Windows Server 2012, Windows Server 2012 R2
  • Terminal Services: Windows Server 2008, Windows Server 2008 R2, Windows Server 2012, Windows Server 2012 R2
  • Important – Microsoft XP Users: As of April 8, 2014 Microsoft, supports for Windows XP has been discontinued, therefore going forward some features and functionality may not work with Windows XP. Any Sage 50 updates released after this date have not been tested for compatibility with Windows XP.

 

What are the New features of Sage 50C 2016?

  • One-click invoices from customer records
  • One-click purchase orders on vendor screens
  • Receive inventory from the purchase order
  • Personalize text on emails
  • Easy order-to-invoice conversion
  • More powerful and customizable lists

 

Process Credit Card Refunds from inside Sage 50C – 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.”

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.

Easier Upgrades – Version upgrades and updates will now download automatically and prompt you to install when it is ready. No more watching for email notifications and manual downloads.

Data Sharing with Sage Drive – This feature is available only to Sage 50c subscribers. (Click here for details on Sage 50 vs Sage 50c) It allows you to grant access to another Sage 50c user outside your office. This can be a convenient way to give your CPA access to your Sage 50 data or to access from home. The other user must also have Sage 50c installed on their computer.

Important Microsoft Outlook Integration Removed – Previous versions could sync customers, vendors, and employees with separate Outlook contact lists. This feature has been discontinued due to the low volume of users who used this feature.

Windows XP and Server 2003 No Longer Supported – This corresponds with Microsoft has discontinued support for these two software products. If you are still using Windows XP or Server 2003, you will need to upgrade your operating system before you can upgrade to Sage 50 2016. Keep this in mind if you do payroll in Sage 50C 2015 as it will become obsolete later this year. Actually, support for Windows XP and Server 2003 was dropped with Sage 50 v2015 but it still ran fine, at just wasn’t officially supported. But in version 2016 Sage has switched their .Net version to 4.5.2, which won’t install on XP and Server 2003.

 

Can I still get help for Sage 50C 2016 – U.S. Edition?

With the Sage 50 2018 release Sage did retired this version and discontinued support.

However, if you need YES support is available from Authorized Resellers that provide assistance for Sage 50C 2016. Reach out if you need a consultant to help you give us a call 800-475-1047

 

“Sage 50 Expert Help for Sage Accounting”

Company Data Upgrade Assistance – Peachtree DOS to Sage 50cloud and/or Sage Peachtree to Sage 50cloud.

View Sage 50 Training ClassesHere and/or Get your complimentary Month End Checklist in excel – Here

 

What are the system requirements for Sage 50 2015 – U.S. Edition?Sage 50 2015 System Requirements Cost Support Training Sales

When was this version released? April 12, 2014

 

Important: Features and functionality of Sage 50 may not work with these versions.

Microsoft XP Users: As of April 8, 2014 Microsoft, support was discontinued for Windows XP.

Windows 7 – On January 14, 2020, Microsoft ends Windows 7’s extended support.

Microsoft Vista Users: As of April 11 2017 Microsoft, discontinues support Windows Vista.

End of Important Notice

 

What are the Minimum system requirements and recommended Sage 50 2015 system configuration? The following are absolute minimum system requirements. Sage 50 may run but at a reduced speed.

 

Sage 50 First Step Accounting 2015 Minimum System Requirements:

  • Processor operating at 1.0 GHz or higher (2.0 GHz recommended)
  • 512 MB of RAM (1 GB recommended)
  • 2 GB hard disk space (additional 1 GB needed for installation)
  • Internet Explorer 7.0 or later
  • Microsoft® supported version of Windows® Vista, Windows 7, and Windows 8 (with the latest updates from Microsoft)
  • 256-colour or higher SVGA monitor, minimum resolution of 1024 x 768
  • CD-ROM drive
  • Word and Excel integration requires Microsoft Word and Microsoft Excel 2007, 2010, or 2013

 

Conversion: Sage 50 First Step Accounting 2015 users will only be able to upgrade and convert data to later releases of Sage 50 Pro Accounting or Sage 50 Premium Accounting. Imports customer and vendor data from some other accounting software systems. For assistance upgrading your Sage Peachtree give us a call 800-475-1047

 

Sage 50 Pro and Premium Accounting 2015 Minimum System Requirements:

  • Processor operating at 1.0 GHz or higher (2.0 GHz recommended)
  • 512 MB of RAM (1 GB recommended)
  • 2 GB hard disk space (additional 1 GB needed for installation)
  • Internet Explorer 7.0 or later
  • Microsoft® supported version of Windows® Vista, Windows 7, and Windows 8 (with the latest updates from Microsoft) Important support for these have been discontinued by Microsoft.
  • 256-colour or higher SVGA monitor, minimum resolution of 1024 x 768
  • CD-ROM drive
  • Forms that can be sent via e-mail require MAPI compliant e-mail client, Internet connection, e-mail service, and word processor
  • Word and Excel integration requires 32-bit versions of Microsoft Word and Microsoft Excel 2007, 2010 or 2013
  • Outlook synchronization requires 32-bit versions of Microsoft Outlook® 2007, 2010 or 2013 (Premium and higher)
  • Multi-user (Premium and higher) optimized for Windows Vista and Windows 7. Dedicated server recommended: Windows Server 2008, Windows Server 2008 R2, Windows Small Business Server 2008, Windows Small Business Server, 2008 R2.
  • Terminal Services: Windows Server 2008, Windows Server 2008 R2
  • Connected Services: Online services such as Sage Drive require a high-speed internet connection

 

Conversion: Converts all data from previous versions of (Sage 50 formerly Sage Simply Accounting), excluding DOS and Macintosh® versions. However, it is not possible to convert to a lower-level version. Converts general ledger, customer, vendor, employee, and inventory data from some other accounting software systems. For assistance upgrading your Sage Peachtree give us a call 800-475-1047

 

Sage 50 Quantum Accounting and Accountants’ Edition 2015 Minimum System Requirements:

  • Processor operating at 2.0 GHz or higher (Multiple-core processor operating at 2.33 GHz recommended)
  • 1 GB of RAM (2 GB recommended)
  • 2 GB hard disk space (additional 1 GB needed for installation)
  • Internet Explorer 7.0 or later
  • Microsoft® supported version of Windows® Vista, Windows 7, and Windows 8 (with the latest updates from Microsoft)
  • 256-colour or higher SVGA monitor, minimum resolution of 1024 x 768
  • CD-ROM drive
  • Forms that can be sent via e-mail require MAPI compliant e-mail client, Internet connection, e-mail service, and word processor
  • Word and Excel integration requires 32-bit versions of Microsoft Word and Microsoft Excel 2007, 2010, or 2013
  • Outlook synchronization requires 32-bit versions of Microsoft Outlook® 2007, 2010, or 2013 (Premium and higher)
  • Multi-user (Premium and higher) optimized for Windows Vista, and Windows 7. Dedicated server recommended: Windows Server 2008, Windows Server 2008 R2, Windows Small Business Server 2008, or Windows Small Business Server 2008 R2
  • Terminal Services: Windows Server 2008, Windows Server 2008 R2
  • Connected Services: Online services such as Sage Drive require a high-speed internet connection

 

Conversion: Converts all data from previous versions of Sage 50 (formerly Sage Simply Accounting), excluding DOS and Macintosh® versions. However, it is not possible to convert to a lower-level version. Converts general ledger, customer, vendor, employee, and inventory data from some other accounting software systems. For assistance upgrading your Sage Peachtree give us a call 800-475-1047

 

Important – Microsoft XP Users: As of April 8, 2014 Microsoft, has discontinued support for Windows XP, therefore going forward some features and functionality may not work with Windows XP. Any Sage 50 updates released after this date have not been tested for compatibility with Windows XP.

 

What are the New features of Sage 50 2015?

  • New Look and Feel
  • Backup manager
  • Inactive accounts
  • Windows selection method
  • Refreshed access rights
  • Shortcut keys
  • Multiple user options
  • Color theme choices

 

Sage 50 Complete – The Complete edition of Sage 50 is being retired in version 2015. Users on this product will be moved up to Sage 50 Premium when they upgrade to version 2015.

Construction, Distribution, Manufacturing, and Nonprofit editions of Sage 50 Premium are also being retired. These users will be upgraded to Sage 50 Quantum when they install version 2015.

More user options will be added. Instead of just 1,3, or 5 user options, Sage 50 Premium customers will now be able to choose the exact number of users they need: 1, 2, 3, 4, or 5 users. Quantum users will have those same options, as well as the 10, 15, 20, 30, and 40 user options that were already available.

New Monthly Subscription option is being offered for Business Care in addition to the current annual plan. The monthly plan is a true subscription model. If you cancel your monthly subscription, your data will become view-only. The annual plan still gives you a perpetual license to use the software.

Sage 50 Sage Intelligence Reporting interface and usability updates – In the Sage 50 Intelligence Reporting Report Manager, the old menus and buttons have been replaced with a more modern, easy to read Microsoft Office style ribbon.

What was discontinued in Sage 50 2015?

Crystal Reports – Previously, Premium and Quantum included a full copy of Crystal Reports for designing reports and a run-time version was included for viewing reports written in Crystal. Since users now have access to Sage 50 Intelligence Reporting, Crystal Reports is no longer included and it has been removed from the Reports menu. If you are using Crystal Reports, your current version of Crystal will continue to work, you will just have to run your reports from Crystal instead of from Sage 50.

UPS Integration – The integration with UPS has been discontinued. Sage is recommending ShipRush or ShipGear for users who need UPS or FedEx integration.

 

Can I still get help for Sage 50 2015 – U.S. Edition?

With the Sage 50 2017 release Sage did retired this version and discontinued support.

However, if you need YES support is available from Authorized Resellers that provide professional services for Sage 50 2015. Reach out if you need any assistance 800-475-1047

 

“Sage 50 Expert Help for Sage Accounting”

Company Data Upgrade Assistance – Peachtree DOS to Sage 50cloud and/or Sage Peachtree to Sage 50cloud.

View Sage 50 Training ClassesHere and/or Get your complimentary Month End Checklist in excel – Here

What are the system requirements of Sage 50 2014 – U.S. Edition?

When was this version of Sage 50 released? April 14, 2013Sage 50 2014 System Requirements Cost Support Training Sales

 

Important: Features and functionality of Sage 50 may not work with these versions.

Microsoft XP Users: As of April 8, 2014 Microsoft, support was discontinued for Windows XP.

Windows 7 – On January 14, 2020, Microsoft ends Windows 7’s extended support.

Microsoft Vista Users: As of April 11 2017 Microsoft, discontinues support Windows Vista.

End of Important Notice

 

What are the Minimum and recommended Sage 50 2014 system configuration?

  • 2.4 GHz processor for single user and multiple users
  • 1 GB of RAM for single user and 2 GB for multiple users

 

Minimum System Requirements

  • 2.0 GHz processor for single user and multiple users
  • 1 GB of RAM for single user and multiple users
  • Windows® XP SP3, Windows Vista® SP1 or Windows® 7 Home Premium or higher
  • Important – Microsoft has discontinued support for XP, Vista and Windows 7
  • 1 GB of disk space for installation. An additional 1 GB is required for a network server installation
  • Internet Explorer 7.0 required; Internet Explorer 8.0 and 9.0 supported
  • Microsoft®.NET Framework CLR 3.5 SP 1. Requires an additional 280 MB to 610 MB
  • At least high color (16-bit) SVGA video; supports 1024×768 resolution with small fonts required
  • DVD-ROM
  • All online features/services require Internet access with at least a 56 Kbps modem

 

Integration/Compatibility Requirements

  • Excel®, Outlook®, and Word integration requires Microsoft Excel, Outlook, and Word 2003, 2007, or 2010
  • Outlook Sync supported in Exchange 2000 SP2, 2003, 2007 and 2010
  • Printers supported by Microsoft Windows XP/Vista/7
  • In-product demos require Macromedia® Flash™ Player
  • Adobe® Reader® 9.0 required
  • Crystal Report® 2008 SP1. Requires an additional 300 MB of available disk space

 

Multi-User

  • Multi-user environments are supported in Sage 50 Complete Accounting and higher
  • Multi-user mode is optimized for Windows Server 2003 or Windows Server 2008 client-server networks, and Windows XP/Vista/7 peer-to-peer networks
  • A maximum of five licensed named users are allowed. A named user account is granted a license when selected in the user maintenance screen

 

Terminal Services

  • Terminal Services are supported in Sage 50 Complete Accounting and higher
  • Windows 2003 or 2008 Server along with Remote Desktop Connection or Remote Desktop Web Connection client is required to run in a Windows Terminal Services environment. No more than 5 named users
  • Terminal Server requires additional memory when more than one user is running under Windows Terminal Services. An additional 21 MB RAM is recommended for each additional user

 

What are the New features of Sage 50 2014?

  • More Efficient Invoicing
  • At-a-glance Quote Status Features
  • Streamlined Accounts Payable
  • Time-saving Accounts Receivable Enhancements
  • Sage 50 system requirements

 

More Efficient Invoicing:

Speed through your account receivable tasks with new enhancements from Sage 50. Members of your team now have easy access to critical dates and important credit status notifications. Plus, add new customers to Sage 50 without leaving your screen.

At-a-glance Quote Status Features:

Turn opportunities into more sales with at-a-glance-features from Sage 50. New status column on Quote Lists make it easy to follow up on quotes before they expire, make sure pricing is consistent and see which quotes have turned into actual sales.

Streamlined Accounts Payable:

Simplify your accounts payable tasks with the latest improvements in Sage 50. More quick links to information and reports, more critical dates displayed, and more options to pay invoices. Plus, easily track and filter reports by assigning payment methods to the bills you pay.

Time-saving Accounts Receivable Enhancements:

Shave time off of your account receivable tasks with the newest features from Sage 50. Enter the amount received and Sage 50 2014 will match it to the open invoice. Get access to all the information you need on one screen.

 

“Sage 50 Expert Help for Sage Accounting”

Company Data Upgrade Assistance – Peachtree DOS to Sage 50cloud and/or Sage Peachtree to Sage 50cloud.

View Sage 50 Training ClassesHere and/or Get your complimentary Month End Checklist in excel – Here

 

What are the system requirements of Sage 50 2013 – U.S. Edition?Sage 50 2013 System Requirements Cost Support Training Sales

When was this version release? on August 28, 2012

 

Important: Features and functionality of Sage 50 may not work with these versions.

Microsoft XP Users: As of April 8, 2014 Microsoft, support was discontinued for Windows XP.

Windows 7 – On January 14, 2020, Microsoft ends Windows 7’s extended support.

Microsoft Vista Users: As of April 11 2017 Microsoft, discontinues support Windows Vista.

End of Important Notice

 

What are the Minimum system requirements and recommended Sage 50 2013 system configuration?

  • System Configuration
  • 2.4 GHz processor for single user and multiple users
  • 1 GB of RAM for single user and 2 GB for multiple users

 

Minimum Sage 50 System Requirements

  • 2.0 GHz processor for single user and multiple users
  • 1 GB of RAM for single user and multiple users
  • Windows® XP SP3, Windows Vista® SP1 or Windows® 7 Home Premium or higher
  • Important – Microsoft has discontinued support for XP and Vista
  • 1 GB of disk space for installation. An additional 1 GB is required for a network server installation
  • Internet Explorer 7.0 required; Internet Explorer 8.0 and 9.0 supported
  • Microsoft®.NET Framework CLR 3.5 SP 1. Requires an additional 280 MB to 610 MB
  • At least high color (16-bit) SVGA video; supports 1024×768 resolution with small fonts required
  • DVD-ROM
  • All online features/services require Internet access with at least a 56 Kbps modem

 

Integration/Compatibility Requirements

  • Excel®, Outlook®, and Word integration requires Microsoft Excel, Outlook, and Word 2003, 2007, or 2010
  • Outlook Sync supported in Exchange 2000 SP2, 2003, 2007 and 2010
  • Printers supported by Microsoft Windows XP/Vista/7
  • In-product demos require Macromedia® Flash™ Player
  • Adobe® Reader® 9.0 required
  • Crystal Report® 2008 SP1. Requires an additional 300 MB of available disk space

 

Multi-User

  • Multi-user environments are supported in Sage 50 Complete Accounting and higher
  • Multi-user mode is optimized for Windows Server 2003 or Windows Server 2008 client-server networks, and Windows XP/Vista/7 peer-to-peer networks
  • A maximum of five licensed named users are allowed. A named user account is granted a license when selected in the user maintenance screen

 

What are the New features of Sage 50 2013?

  • New Name
  • Bank Reconciliation from any period
  • Print Check remittance Advise
  • Inactivate Multiple Vendor Records
  • Expanded amount and currency fields
  • Business Intelligence Inventory Analysis Report
  • Mobile payment integration

 

Beginning with version 2013 Peachtree Accounting is being renamed Sage 50 – U.S. Edition.  The same great software just in a new package.

Bank Reconciliation from Any Period – Account reconciliations are now more convenient because you can complete them regardless of your company’s current accounting period.  No more kicking users out so you can change the period just to have to change it back when you are done.

Waste-free Check Printing – When printing checks that pay more invoices than will fit on one check stub, you now have the option of printing the extra detail on plain paper at the end of the check run.  It works for payroll checks too.  This new feature will save money by using fewer checks.

Inactivate Multiple Vendor Records – Clean up your vendor list by using the Set Multiple Records As Inactive tool to select vendors by last activity date.  Then quickly flag some or all of them as inactive with just a few clicks.

Expanded Amount and Currency Fields – Transaction screens can now accept amounts up to $99,999,999,999,999.00000.  That’s 99 trillion with up to 5 decimal places.  Reports, list views, and dashboards have also been updated to display the new larger numbers.

Business Intelligence Inventory Analysis Report – Sage 50 Business Intelligence is an optional add-on report writer that lets you create reports in Excel using your Peachtree data.  The 2013 version has added a new Inventory Analysis report to help you better manage your inventory.  Sage Business Intelligence is included with Sage 50 Quantum.  It is also included with Business Care plans or can be purchased separately for Sage 50 Pro, Complete, and Premium.

Mobile Payment Integration – Sage Payment Solutions lets you integrate credit card processing with Sage 50 2013 and Peachtree 2011 and 2012.  Now they have added the optional ability to take payments using your cell phone or tablet.  Mobile payment integration means you can swipe a credit card almost anywhere and get real time authorization.

 

Can I still get help for Sage 50 2013 – U.S. Edition?

With the Sage 50 2015 release Sage did retired this version and discontinued support.

However, if you need YES support is available from Authorized Resellers that provide professional services for Sage 50 2013. Free Upgrade test to make sure your company data will convert with purchase of Sage 50. Reach out if you need any assistance 800-475-1047

“Sage 50 Expert Help for Sage Accounting”

Company Data Upgrade Assistance – Peachtree DOS to Sage 50cloud and/or Sage Peachtree to Sage 50cloud.

View Sage 50 Training ClassesHere and/or Get your complimentary Month End Checklist in excel – Here

 

What are the Sage 50 system requirements of Sage Peachtree 2012 – U.S. Edition?Sage Peachtree 2012 System Requirements Cost Support Training Sales

When was this version released? on May 8, 2011

 

Important: Features and functionality of Sage 50 may not work with these versions.

Microsoft XP Users: As of April 8, 2014 Microsoft, support was discontinued for Windows XP.

Windows 7 – On January 14, 2020, Microsoft ends Windows 7’s extended support.

Microsoft Vista Users: As of April 11 2017 Microsoft, discontinues support Windows Vista.

End of Important Notice

 

What are the Minimum Sage 50 System Requirements and Sage Peachtree 2012 Recommended System Configuration?

 

System Configuration

  • 1 GHz Intel Pentium® III (or equivalent) for single user and 1.8 GHz Intel Pentium 4 (or equivalent) for multiple users
  • 512 MB of RAM for single user and 1 GB for multiple users

Minimum System Requirements

  • 1 GHz Intel Pentium III (or equivalent) for single user and multiple users
  • 512 MB of RAM for single user and multiple users
  • Windows® XP SP3, Windows Vista® SP1 or Windows® 7 Home Professional or higher
  • Important – Microsoft has discontinued support for XP, Vista and Windows 7
  • 1 GB of disk space for installation
  • Internet Explorer 7.0 required; Internet Explorer 8.0 and 9.0 supported
  • Microsoft®.NET Framework CLR 3.5. Requires an additional 280 MB to 610 MB
  • At least high color (16-bit) SVGA video; supports 1024×768 resolution with small fonts required
  • DVD-ROM
  • All online features/services require Internet access with at least a 56 Kbps modem

 

Integration/Compatibility Requirements

  • Excel®, Outlook®, and Word integration requires Microsoft Excel, Outlook, and Word 2003, 2007, or 2010
  • Sage Peachtree is certified to meet the Payment Card Industry Data Security Standards (PCI-DSS) for customers who process credit card payments in Sage Peachtree through integration with Sage Exchange. Internet connection required.
  • Outlook Sync supported in Exchange 2000 SP2, 2003, 2007 and 2010
  • Printers supported by Microsoft Windows XP/Vista/7
  • In-product demos require Macromedia® Flash™ Player
  • Adobe® Reader® 9.0 required
  • Crystal Report® 2008
  • SP1 requires installation of Sage Peachtree Premium Accounting or Sage Peachtree Quantum Accounting 2009 or higher. Additional 300 MB of available disk space is required.

 

Multi-User

  • Multi-user environments are supported in Sage Peachtree Complete Accounting and higher
  • Multi-user mode is optimized for Windows Server 2003 or Windows Server 2008 client-server networks, and Windows XP/Vista/7 peer-to-peer networks
  • A maximum of five licensed named users are allowed. A named user account is granted a license when selected in the user maintenance screen
  • 1 GB of disk space for installation of components on server

 

Terminal Services

  • Windows 2003 or 2008 Server along with Remote Desktop Connection or Remote Desktop Web Connection client is required to run in a Windows Terminal Services environment. No more than 5 named users.
  • Terminal Server requires additional memory when more than one user is running under Windows Terminal Services. An additional 21 MB RAM is recommended for each additional user.

 

What are the New features of Sage Peachtree 2012?

  • Copy Transactions
  • Sage Business Intelligence
  • New Navigation Center
  • Customizable Dash Board
  • And More

 

Copy Transactions – You can easily create a new transaction by copying an existing one. Simply, open the transaction you want to copy and click the Copy button. The following transaction types can be copied:

  • Quotes
  • Sales Orders
  • Proposals
  • Sales Invoices
  • Purchase Orders
  • Purchases
  • General Journal Entries

 

Sage Peachtree Business Intelligence – Sage Peachtree Business Intelligence is an enhanced reporting tool that helps you get the information you need to make decisions about your business. It allows you to view pre-formated reports in Microsoft Excel and to create your own reports.

Improved Sage Advisor – The Sage Advisor has been improved to offer you advice you need when you need it.

New System Navigation Center – The new System Navigation Center is a useful tool for maintaining your company data and keeping your system up to date and functioning properly.

This is a customizable dashboard where you can add and remove sections to get the information you need to protect your company data and make sure your system is running properly.

Expanded Payroll Fields – Starting in Peachtree 2012, you can record more payroll information in the employee fields and company fields. Having more fields allows you to fully record and report on your payroll deductions, liabilities, and benefits.

You now have 40 employee fields and 40 company fields available. These payroll fields are set up in Employee Defaults.

Improved Security for External Data Access – Security has been improved for accessing your Peachtree company data from outside of Peachtree. You’ll now have a specific user ID and password for accessing your Peachtree company data from outside of Peachtree. This includes access using OLEDB, ODBC, and Crystal Reports.

Vendor Management Center – On the Vendor Management tab, you can see lists of information regarding transactions and history for a particular vendor, including purchase order, purchases, and payments. This is where you want to go to see information about a particular vendor.

Dashboard and Management Center Improvements

Customize the Size of the Sections – You can change the number of rows that display in the sections on the Management Centers and My Dashboard. This allows you to customize the size of the sections on these dashboards.

Click the Customize link in the top right corner of a section of the dashboard to choose how many rows you want to display in that section. New Totals Row on the Sections. You can now see column totals on the last row of each section on the Management Centers and My Dashboard.

Other Improvements

  • The date range drop-down menu always starts at the top of the date list making it easy to locate common date ranges such as Today and All.
  • You can use the scroll wheel on your mouse to control each Management Center’s scroll bar.
  • Various buttons, links, and labels have been changed to make the available functions easier to find and use.

 

One of the coolest features the New My Dashboard Sections – You can now add the following sections to My Dashboard:

  • Assemblies Built/UN-build
  • Change Orders
  • General Journal Entries
  • Inventory Adjustments
  • Item Purchase History by Vendor
  • Payroll Entries
  • Purchases/Inventory Received
  • Top Vendors: Last Twelve Months
  • Vendor Credit Memos
  • Vendor Transaction Totals
  • Work Tickets
  • Write Checks

The existing Totals section was renamed to Customer Transaction Totals.

Enhanced Order Process Workflow

Now tracking transactions in Sage Peachtree is even easier.

When you set up a tracking status, you can specify that the transaction automatically be assigned to a particular person or role when that tracking status is selected.

You can edit transaction tracking notes directly from the sections on the Customer Management Center and on My Sage Peachtree Inbox.

You can see tracking information (Tracking Status, Assigned To, and Tracking Note) for transactions on the Customer Management Center by adding these fields to the transaction sections.

 

Can I still get help for Sage Peachtree 2012 – U.S. Edition?

With the Sage Peachtree 2014 release Sage did retired this version and discontinued support.

However, if you need YES support is available from Authorized Consultants that provide professional services for Sage Peachtree 2012. Free upgrade test to make sure your company data will convert with purchase of current version of Sage 50. Reach out if you need any assistance 800-475-1047

 

“Sage 50 Expert Help for Sage Accounting”

Company Data Upgrade Assistance – Peachtree DOS to Sage 50cloud and/or Sage Peachtree to Sage 50cloud.

View Sage 50 Training ClassesHere and/or Get your complimentary Month End Checklist in excel – Here

 

What are the Sage 50 system requirements of Sage Peachtree 2011 – U.S. Edition?Sage Peachtree 2011 System Requirements Cost Support Training Sales

When was this version of Sage Peachtree released? on July 8, 2010

Certified Consultant

assistance and free test upgrade test provided with purchase of Sage 50

 

Important: Features and functionality of Sage 50 may not work with these versions.

Microsoft XP Users: As of April 8, 2014 Microsoft, support was discontinued for Windows XP.

Windows 7 – On January 14, 2020, Microsoft ends Windows 7’s extended support.

Microsoft Vista Users: As of April 11 2017 Microsoft, discontinues support Windows Vista.

End of Important Notice

What are the Minimum Sage 50 System Requirements and Sage Peachtree 2011 Recommended System Configuration?

 

Sage 50 System Requirements

  • 1 GHz Intel Pentium III (or equivalent) for single user and multiple users
  • 512 MB of RAM for single user and for multiple users

 

System Configuration

  • Windows XP SP2 or Windows Vista SP1 or Windows 7 Sage 50 system requirements
  • 1 GB of disk space for installation
  • Internet Explorer 6.0 required; Internet Explorer 7.0 and 8.0 supported
  • Microsoft .NET Framework CLR 3.5 (Requires an additional 280 MB to 610 MB)
  • At least high color (16 bit) SVGA video; Supports 1024×768 resolution with small fonts required
  • 2x CD-ROM
  • All online features/services require Internet access with at least a 56 Kbps modem
  • Excel, Outlook and Word integration require Microsoft Excel, Outlook and Word 2002, 2003, 2007, or 2010 (32-bit Only)
  • Certified to meet the Payment Card Industry Data Security Standards (PCI-DSS) for customers who process credit card payments in Peachtree through integration with Sage Exchange. Internet connection required.
  • Outlook Sync, support in Exchange 2000 SP2, 2003, 2007, and 2010 (32-bit Only)
  • Printers supported by Microsoft Windows XP/Vista/7
  • In-product demos require Macromedia® Flash™ Player
  • Adobe 9.0 required
  • Multi-user environments are supported in Peachtree Complete Accounting and higher
  • Multi-user mode is optimized for Windows Server 2003 or Windows 2008/2008 R2 client-server networks, and Windows XP/Vista/7 peer-to-peer networks
  • A maximum of 5 licensed named users are allowed. A named user account is granted a license when selected in the user maintenance screen
  • 1 GB of disk space for installation of components on server Sage 50 system requirements.
  • Customer registration and acceptance of Sage License Agreement for Sage Peachtree Accounting Software

 

What are the New features of Sage Peachtree 2011?

  • Setup Advisor
  • Streamline Service Billing
  • New Job Status Indicators
  • Extended Job Notes
  • Inventory and Service Management Center
  • Enhanced Assemblies Reporting
  • Credit card compliance
  • Change Order Processing
  • Jobs Navigation Center
  • Sage 50 system requirements

 

Setup Advisor – The Setup Advisor is a helpful resource to guide you when you set up maintenance items in Peachtree. The Setup Advisor will explain what particular fields or buttons are used for and what type of information you should put in the fields. Even if you are a seasoned user of Peachtree, the Setup Advisor can give you helpful hints and tips about how Peachtree uses a particular field that you may not have been aware of.

The Setup Advisor will appear in a panel on the right-hand side of the screen. The information in the panel will automatically change as you move through the fields on the screen. Simply, click in a field on the screen to see information specific to that field. You can turn the Setup Advisor on or off by going to Help>Sage Advisor Settings.

Streamlined Service Billing – Now you can invoice your time tickets, expense tickets, and reimbursable expenses for different customers and jobs all at one time instead of having to create these invoices one at a time. This will help you get your invoices out quickly so you can get paid sooner.

Now you can assign statuses to your jobs. You can view this information in job lists and reports to help you keep track of your jobs. You can also easily view this information on the new Job Management tab in the new Jobs Navigation area.

Four statuses have been set up for you (In Progress, Pending, Completed, and On Hold). You can customize these statuses and set up new statuses in Job Defaults.

Extended Job Notes – The Notes area in Maintain Jobs has been increased from 255 characters to 2000 characters so now you can enter more note information about each job.

Easier Data Entry for Jobs – improvements that will make it easier for you to work with job information in Sage Peachtree. When selecting a job on the first line of a transaction, it will automatically populate on the next line so you don’t have to keep selecting the same job over again.

The Jobs drop-list has been improved to make it easier to select a job/phase/cost code without taking your hands off the keyboard.

The customer name is now included in the Jobs drop-list to make it easier for you to find the correct job. You can have Peachtree warn you if you have forgotten to enter a job on a sales or purchase transaction. To set this up go to the General tab in Job Defaults.

Inventory and Service Management Center – The Inventory and Service Management Center is a dashboard that allows you to quickly find and view information about your inventory and service items. This helps you do research, make comparisons, and make decisions regarding the items sold and the services offered by your business.

To view this dashboard, go to the Inventory & Services navigation center and select the Inventory/Service Management tab. You can customize the section that appear on this dashboard to meet your specific needs.

Enhanced Assemblies Reporting -The Inventory and Services Management Center has sections that allow you to quickly and easily get information regarding assembly items. You can use the Assemblies Built/Unbuild section to view assembly information for a specific assembly item. You can use the Assemblies Using Item section to view all assemblies that use a specific item, how much of the item is required, and how much is on hand.

Credit Card Compliance – Sage Peachtree 2011 uses Sage Exchange for handling credit card information. No credit card numbers or expiration dates are stored within Peachtree. You can access Sage Exchange from within Sage Peachtree. Sage Exchange is compliant with the required Payment Card Industry Data Security Standards. This is very important in ensuring that you don’t lose the ability to process credit cards from your customers.

Sage Peachtree Change Order Processing – Sage Peachtree now gives you the ability to enter and track change orders for your jobs. You can create change orders and apply the changes to your job estimates and projected end dates. You can also keep track of approvals and notes for your change orders.

Sage Peachtree Jobs Navigation Center

You’re used to having a convenient navigation center for areas such as Customers & Sales and Vendors & Purchases. Now you have one for Jobs too! This familiar layout allows you to quickly and easily access information and tasks related to jobs. You can easily view job statuses in the Job List and you can view extensive information about any job on the Job Management tab.

Sage Peachtree Interactive Job Reporting – The Job Management Center has sections that allow you to quickly and easily get information regarding your jobs. You can specify which sections you want to display and you can customize the information that appears in each section. You can also print the information from the sections and you have the option to send the information to e-mail, Excel, or PDF.

Sage Peachtree Job Management Center – The Job Management Center is a dashboard that allows you to quickly find and view information about your jobs. This helps to keep track of your jobs and make business decisions regarding your jobs. To view this dashboard, go to the Jobs navigation center and select the Job Management tab. You can customize the sections that appear on this dashboard to meet your specific needs. Sage 50 system requirements.

 

Can I still get support for Sage Peachtree 2012 – U.S. Edition?

With the Sage Peachtree 2014 release Sage did retired this version and discontinued support.

However, if you need YES support is available from Authorized Resellers and certified consultants that provide professional services for Sage Peachtree 2012. Reach out if you need any assistance 800-475-1047

“Sage 50 Expert Help for Sage Accounting”

Company Data Upgrade Assistance – Peachtree DOS to Sage 50cloud and/or Sage Peachtree to Sage 50cloud.

View Sage 50cloud Training ClassesHere and/or Get your complimentary Month End Checklist in excel – Here

What is covered in Sage 50 Peachtree Training Classes?

Sage 50C Day 1 –The first step to using any accounting software for your business is the planning step. This becomes the roadmap for the entire software setup process. Speak to your staff, gather information and document your current challenges that a new system will solve for.

Implementation – How to set up Sage 50 formerly known as Sage Peachtree. In this phase of your Sage 50 Training Class JCS completes the default information for each module to best set the system up to meet your business objectives so you will have and efficient system.

Using Sage 50cloud Peachtree Every Day – Covering what types of transactions you will be recording and how to properly enter them to provide you useful information.

Advanced Features – How can your business use the advanced features found in Sage 50 to get the most out of Sage 50 by Sage Software? This class answers those types of questions.

Reporting Review – After your Sage 50 Training Class you should review of each transaction type in your system to confirm you are getting the correct results.

Advanced Custom Report Writing – With these report writers, Sage Intelligence and the industry standard Crystal Reports, Sage 50 delivers a volume of insightful information. If you need something not found in standard Sage 50, JCS can create the right report for you and can schedule this Sage 50C training class.

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Sage Timeslips Assistance     Sage 100cloud Reseller       APASC       Accounting Software Review       Business Software Review

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Sage 50 Month End Close

How to perform a Sage 50 Month End Close

Steps to complete a Month End Close Procedures and Tips and Tricks

for Sage 50 Small Business Accounting

Month End Close Tips and Tricks

What is a month end close in Sage 50? The 6 basic steps include

  • Entering deposits
  • Recording checks
  • Complete Bank Reconciliation
  • Review financial balances
  • Print reports
  • Change to the new accounting period

The bank reconciliation which is included as a part of the month end close steps confirms all transactions for the monthly period were recorded and is one of the most  critical part of the process.

 

Small Businesses walk thru these steps each month end to make sure financial reports are accurate. The result of completing each month in a timely manner is so that the owners can determine profitability each month during the year. Often this is the basic for future financial decisions. View Sage 50 system Requirements.

Sage 50 Tips and tricks

For Sage 50 users on any version

  • Sage 50 Quantum
  • Sage 50 Premium
  • Sage 50 Pro

5 accounts that need to be reviewed and reconciled monthly are:

  • Cash
  • Accounts Receivable
  • Inventory
  • Accounts Payable
  • Gross Wages

If you are a larger company there may be additional accounts that need to be reviewed for accuracy each month such as fixed assets, prepaid expenses, loan accounts and tax liabilities. If you are distribution or manufacturing company it may include WIP, Finished goods and cost of goods sold. For a month end close checklist follow the links below to request a month end close checklist in excel for your small business.

Sage 50

Sage 50 Bill of Material assembly sub-assembly work ticket build

Sage 50 Bill of Material

Sage 50 Bill of Material

I wanted to provide you with the process below which I think will help clarify how Sage 50 assemblies work. Hopefully this will be enough information to test thru the process with me or your team. The reason for my suggesting you walk thru this is to see the effort required to manage multiple level bill of materials.

When using multiple level bill of materials Sage 50 does not have the capacity to help you manage processes like scheduling, timing of demands for inventory items or shop floor routing and scanning capabilities. I bring these points up to confirm whether or not you might need those now or in the future to help your day to day operations become more efficient.

Sage 50 Bill of Material by Sage Software

Sage 50 can do multiple level bill of materials. Most often the challenge is that each sub assembly needs to be completed One at a time Before the final assembly can be completed and invoiced. Sage 50 does not have a back flush feature to allow

You to have clients request a delivery date and then manage the purchase order or build process to calculate the needed start date.

That said Sage 100 will step up to those needs. I can get a demo set up for this application so you can see the difference. The only conflict I am aware of in running Sage 50 and Sage 100 on the same serve is a potential conflict in the versions Of crystal reporting.

Discovery

Once we have a discovery call on Sage 100, I can then pull together pricing. If you wish I can get this on our schedule and we can offer estimates of conversion. We have migrated many clients in similar positions.

Yes, you can have some folks on Sage 50 and Some on Sage 100. A Consideration would be consolidated financials If you are doing that now using Sage 50 consolidated financials. That said Sage Intelligence may be able to provide this with a bit of setup. During the initial discussion we can him his opinion of Sage Intacct which may be Another option.

Let me know how you want to proceed. I am here to help. 800-475-1047

This is the process To set up inventory items

Set up all raw materials as inventory item class “stock”

Example of stock item is PTWheel-6

Set up all sub-assemblies as inventory item class “assembly”

Example of sub-assembly is PTHANDLE-ASM

Set up finished item – as inventory item class ‘assembly”

the components could be raw materials and/or sub-assemblies

Example of finished item is Red Lawn Mower

Item ID Item Description Qty Needed Qty on Hand Est Cost
Red Lawn Mower Red 18″ Reel Mower w/Tracking
. PTHANDLE-ASM 4′ Handle Assembly 1.00
. . PTHANDLE-BENT4 Handle – 4 ft bent 2.00 150.00 13.18
. . PTBOLT-1.5 Hex bolt 1.5″ 4.00 1,280.00 1.32
. . PTNUT- 5/16 Hex nut 5/16″ 8.00 1,180.00 0.56
. . PTBOLT-2 Hex bolt 2″ 4.00 900.00 1.36
. PTWHEEL-6 6″ Wheel 2.00 70.00 12.00
. PTWHEEL-10 10″ Wheel 2.00 70.00 16.00
. PTBLADE-99-9 16″ 5 blade 1.00
. . PTBLADE-16-5 16″ 5 blade 1.00 56.00
. . PTNUT- 5/16 Hex nut 5/16″ 6.00 1,180.00 0.42
. PTBOLT-1.5 Hex bolt 1.5″ 6.00 1,280.00 1.98
. PTNUT- 5/16 Hex nut 5/16″ 6.00 1,180.00 0.42
Red Lawn Mower Total  Cost 103.24

In this example the highlighted items in orange are the sub-assemblies – this is the report found at

Reports – inventory – bill of materials

In the items that are sub-assemblies or final assemblies there is an option on the bill of materials file tab

Which allows you to include or exclude the component items from the customer orders.

Sage 50 Bill of Material – the process to build your finished items

You can build using one of two available methods

  • Option a. Assembly Build
    • Found under tasks – Assemblies
  • Option b. Work Tickets
    • Found under tasks Work Tickets

Either of these you would need to

Step 1. Build the sub-assemblies one at a time using assemblies or work tickets

Step 2. Build the final product

This build of the final product is the step that rolls up all costs

The thing I like about work tickets is you have a printable document

Where you can add some steps to help identify the process and give direction

Then when the build is complete a document that can be provided to the front

Office to complete paperwork and invoicing

Then when you ship/invoice the final product you would have

  • Reports by customer
  • By item
  • Sales
  • Cost of Sales
  • Profitability

The only item needed on the sales order or invoice is the finished item

+ any misc. items you may wish to include

I would recommend

As in any product you not allow the inventory to have quantities on hand

Go into a negative level.

I am here to help give us a call 800-475-1047

Sage 50 Bill of Material assembly sub-assembly work ticket build

Sage 50 training and Sage 100 training for Sage Software available from Accounting Business Solutions by JCS

778 West Algonquin Road

Arlington Heights – Chicago, Illinois

Specialist in Sage Software

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Sage 50 Intelligence Reporting

Sage 50 Intelligence Reporting

Sage 50 Intelligence Reporting provides access into your data and is a powerful reporting tool helping you make data driven decisions helping you plan effective actions. Empower your team to help you drive growth and manage day to day operations.

Sage 50 Intelligence Reporting works seamlessly with Microsoft® Excel® to

  • Minimize repetitive and manual work
  • Allow the creation for in-depth customer, vendor and financial reports
  • Consolidate data from multiple databases, multiple companies/divisions
  • Analyze, view, customize and distribute reports using Microsoft® Excel®
  • Identify trends using customizable dashboards
  • Receive up-to-the-minute detailed transactions, summaries or account groupings
  • Provide staff with trend reports and other purposeful business information

Sage Intelligence Predefined Report Templates

Report Viewer Licenses, Report Manager Licenses, Report Designer Module, Connector Module are a part of the Sage 50 Intelligence Reporting suite. While there are many ways to customize the reporting functionalities of Sage 50 Intelligence it does provide a several predefined report templates.

Dashboard Analysis Template:  this is a 1 page summary of key business information features “Top N” Reporting on expenses, items, and customers.  Profit and Loss are also featured for the current month and year-to-date.

General Ledger Transaction Details Template:  shows the account transaction details, description, amount totals, dates, and reference.  This report allows functionality using Microsoft Excel PivotTable® and additional elements to be involved.

Customer Sales Template:  this report features sales information for customers including costs, gross profits per item and/or per customer and item sales.  PivotTable® allows for additional elements to be manipulated.

Vendor Purchases Template:  filter this report by items or vendors, it lists purchase information including cost and item numbers for any date range chosen.  PivotTable® allows for additional elements to be manipulated.

Inventory Status Template:   this report shows the item and quantities along with location.  PivotTable® allows for additional elements to be manipulated.

Financial Reports:  allows for the review of balances for your General Ledger for any financial period chosen.  Layouts are generated, subtotaled and grouped by financial category.  This report also allows customization using Excel.

Financial Trend Analysis Template:  gives you the information you need to see what comparative trending over a period of time.  This powerful feature allows you to pinpoint analysis of trends to the appropriate source it is driven by.

Financial Report and Consolidated Financial Report Template:  these reports are available immediately and show you comparative balance sheets and income statements for your chosen defined time period.  All reports offered in this template are fully customizable with Excel.

Sage 50 Intelligence Reporting Options:

Sage Intelligence reporting also offers Module-Level Security and Report-Level Security. If you need more powerful reporting other options include:

  • Sage Power BI
  • Sage Crystal Reports
  • Standard Sage 50 Reporting

Sage Software support contact:

Accounting Business Solutions by JCS provides support from our Sage Certified Consultants on a multitude of reporting options. Give us a call 800-475-1047 or visit us for more information at www.jcscomputer.com . For Sage Timeslips Support

Sage 50 Intelligence Reporting

Sage 50 Intelligence Reporting

 

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Sage 50 Barcode

Sage 50cloud  Barcode Scanning

Understand How To Use Barcodes For Sage 50cloud

Sage 50 Barcode

“EzScanIt” is a fully integrated barcode scanning solution for Sage 50cloud Learn More

Receive Purchase orders

Ship Sales orders

Physical Inventory counts

print barcode labels

 

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What is a Sage 50cloud Barcode?

Typically printed on a label to identify a Sage 50 inventory item. A barcode is a method of representing part numbers / SKU data in a visual, machine-readable form. Barcodes represent characters of data by varying the widths and spacing of parallel lines. These barcodes, now commonly referred to as linear or one-dimensional, can be scanned by special optical scanners, called barcode readers.

What are barcode readers?

A barcode reader (or barcode scanner) is an optical scanner that can read printed barcodes, decode the data contained in the barcode. These can be directly attached to a hardware device, a rugged handheld scanning device and today smart phones.

What are UPC codes?

UPC codes are also knows as bar codes, but are issued by a central authority for a fee, and are thus unique in all the world.  If you’re not selling through a retail chain, you don’t need them.

Why is a barcode different from a POS software?

This is where you get into the POS software:  UPC codes must be ‘mapped’ to an internal or external stock number.  The UPC code may be similar, completely different, or nonexistent, for any given SKU.

There’s no mapping system built into Sage 50.  There’s an internal item ID, a 52-character part code, and a description.  The part code is search-able, but only from the beginning of the code.  The description is searchable on any character.  There a 5, 100 character ‘user’ fields in which you can put any data you like, but you can’t access any of that data from any invoice data entry screen.

Some Sage 50 inventory item numbers may be set up with the UPC, like “123456789 Scooby Doo Lunch Box”, or may have descriptions that contain the UPC, like “Scooby Doo Lunch Box 123456789”.   Once that’s all set up, you can program your bar code reader for the appropriate number of [TAB] entries to get it to the right place on screen.

Sage 50cloud Barcode Scanners

If you use a directly attached scanner you can plug it in to your hardware and scan a few bar codes in the item maintenance window, while adding lines to a sales order or purchase order. Most Barcode “Wedge” scanners do not have to be configured.  They have computer chip in them that decodes just about any barcode they come across.  Some are programmable, so that when you pull the trigger and they pick up a valid bar code, they will send (for example) [enter] [tab] <the ascii text in the barcode> [tab] [tab] to the program being used.

There are many different formats of bar code.  One of the easiest ways to print barcodes, is to use a “3 of 9” font in Windows.  (sometimes called Code 39).  There’s no checksum to calculate and print, all you need to do is put an asterisk (*) character at the beginning and end of the text that you want to encode.  (Obviously, you can’t use the asterisk as part of any barcodes). Requires an asterisk at the beginning and end of the ASCII text.   It’s start / stop codes are easy to add (i.e. in Excel)

Most barcodes have a start / stop code, and / or a Checksum.  The start / stop code is how the bar code reader knows it just saw the whole barcode.  The Checksum is how the reader knows it saw it correctly. Code 39 uses only a start / stop code.   Code 128 uses both.

What is Sage 50 Barcode Code 39?

Code 39 is a variable length, discrete barcode symbology. Code 39 uses characters that are displayed in this example it’s “=Concatenate(“*”,A1,”*”).  The Code 39 specification defines 43 characters, consisting of uppercase letters, numeric digits and a number of special characters. An additional character is used for both start and stop delimiters.

Code 39 is a bit more prone to misreads, since there is no checksum.  (but still less prone to error than manually entering these item ID’s. If you are looking at using Code 39 AND picking up UPC-A codes then the part number will need to be the UPC number unless your scanner can interpret both.

More about Code 39 can be found:   http://en.wikipedia.org/wiki/Code_39. Sage 50 scanner

What is Sage 50 Barcode Code 128?

Code 128 is a high-density linear barcode symbology defined in ISO/IEC 15417:2007. It is used for alphanumeric or numeric-only barcodes. It can encode all 128 characters of ASCII and, by use of an extension symbol, the Latin-1 characters defined in ISO/IEC 8859-1.

Code 128 Requires a ‘Check Digit’ calculation included in the barcode. Also uses encoded start / stop codes that aren’t the same as each other. It is possible to have a scanner use UPC-A codes as long as the inventory item numbers are the UPC-A numbers unless your scanner can interpret both.

More about Code 128 can be found: http://en.wikipedia.org/wiki/Code_128 . scanner sage 50

Where do I get more information on fully integrated Sage 50 Barcode Scanners?

EzScanIt can receiving your Sage 50 Purchase orders, Shipp your Sage 50 Sales orders, complete a  Physical Inventory count for all Sage 50 inventory items and can print barcode labels for any inventory item in your Sage 50 company. Learn More

 For more information about scanning Barcode Scanners for Sage 50cloud scanning visit www.jcscomputer.com Or give us a call for a free Sage 50cloud barcode demo 800-475-1047. Put our 30 years of Sage 50cloud experience to work for you. Sage Timeslips Training

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Barcode Sage 50

Barcode Sage 50

EzScanIT Barcode for Sage 50 includes barcode labels. Easily print barcode labels for inventory items and more.

Barcode Sage 50 is the EzScanIt and has Shipping capabilities for Sage 50 Sales Orders, receiving for Sage 50 purchase orders, Along with physical inventory including variances and the ability to print Sage 50 inventory item labels and you can print Sage 50 inventory labels for one, multiple or all of your inventory items.

Search Faster, Better & Smarter using the add on for Sage 50 that includes a Barcode Scanner. Once you add your Sage 50 inventory items, customers and vendors you are ready to rock and roll. If you are a Sage 50 user this is a familiar process. As soon as you add sales orders and purchase orders they will transfer to the Motorola handheld device.

After a purchase is received the waiting on a bill purchase is sent to Sage 50 and after a sales order is shipped an UN-printed sales invoices is sent to Sage 50. These transactions will wait for you in Sage 50 until you are ready to convert them to a parables invoice or print your customer sales invoice.

The EzScanIt barcode label printing module can print most barcode label sizes. You can print multiple labels for a single item, print multiple item labels or you can print barcode labels for all your inventory items. Most of the time these can be customized to work with your existing labels using our specified Zebra printer.

We hope this helps you understand the Barcode EzScanIt Sage 50 label print program. For more information give us a call Accounting Business Solutions 800-475-1047 or visit www.jcscomputer.com. We look forward to speaking with you soon.

View a brief demo using the add on for Sage 50

Sage Timeslips Support

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Sage 50 Scanner

Sage 50 Scanner

Sage 50 Scanner is easy to start & easy to use. Time-Saving Sage 50 Barcode Scanning Solution For Small Businesses. Spend Less Time Capturing, Managing, & correcting your inventory data so you can get back to work. Give us a call for a Free discovery and demo.

Do you need Sage 50 Barcode labels? EzscanIT for Sage 50 can help you easily print barcode labels for inventory items and more.

EzScanIt includes:

The ability to ship existing Sage 50 sales orders and automatically record them as un-printed customer sales invoices.

You can receive Sage 50 purchase orders and have them recorded as Vendor ‘waiting on a bill’ purchases

During the physical inventory count take some or all of your items to a handheld device to easily automate your count process. Once the variance report is generated and reviewed inventory adjustments are sent to Sage 50. As a result, the Sage 50 quantity on hand will agree with the actual physical count.

Print Sage 50 barcode labels for one, multiple or all of your inventory items

If you are a Sage 50 user this is a familiar window showing the inventory item list. You simply launch a barcode label generator and define which items you want to print barcode labels for.

The EzScanIt barcode label printing module can print most barcode label sizes. You can print multiple labels for a single item, print multiple item labels or you can print barcode labels for all your inventory items.

We hope this helps you understand the EzScanIt Sage 50 barcode label print program. For more information give us a call Accounting Business Solutions 800-475-1047 or visit www.jcscomputer.com. We look forward to speaking with you soon.

View the Sage 50 Scanning Solution

Sage Timeslips Support

 

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