What's New in Sage 100 Fund Accounting?

What’s New with Sage 100 Fund Accounting Version 2013

(functionality released October 2012)

To read more about the latest features and enhancements in Version 2013, download the PDF.

Download What's New in Sage 100 Fund Accounting 2013

Version 2013 contains new features and enhancements that will help you leverage Sage 100 Fund Accounting to better fit your organization’s needs. Whether you need advanced auditing of records throughout the system, streamlined transactions and reporting, or other time-saving features, version 2013 can help improve your day-to-day processes.

Advanced Organization Audit

Maintain the security of your organization’s financials more efficiently than ever before. The Advanced Security solution now includes our new Advanced Organization Audit, enabling you to track changes to key records in detail and quickly pinpoint suspicious activity when fraud is suspected.

New Features and Enhancements in Accounts Receivable

Version 2013 is packed with key enhancements to the Accounts Receivable Billing and Reporting modules, including the following, and more! The prepayment process has been improved to streamline entry and tracking of prepayment transactions throughout the system.

Multiple Vendor Addresses for Accounts Payable

Streamline your payment process and reduce time spent on data entry! If your vendors have multiple addresses, you can now designate a check address for each invoice.

Streamlined Set-Up for Product Training

The training database provided with install and upgrade of Sage 100 Fund Accounting has been updated to make set-up for product training even easier than before.

Human Resources and EWS

HR and EWS 2013 offer several enhancements that will enable you to configure these modules to better fit your HR needs.

To read more about the latest features and enhancements in Version 2013, download the PDF provided.

 

What’s New with Sage 100 Fund Accounting Version 11.4

(functionality released May 17, 2012)

Download What's New in Sage 100 Fund Accounting V11.4

Sage Fund Accounting’s latest update is here! The v11.4 release is focused on enhancements to help save time, simplify your processes, and share information about product requests and upcoming changes. For additional information regarding version 11.4, please view the recorded What’s New webcast by clicking here.

More Options for Payroll Processing

Payroll Link is now available! HR users who process payroll outside of Sage 100 Fund Accounting can now export data directly from HR to their preferred third-party application.

New Enhancement Request Portal

We are pleased to announce the introduction of the Sage Fund Accounting Ideas Portal. Here you will be able to submit product requests, view existing ideas, and vote and comment on other users’ requests. You can also track enhancement requests to see which are currently being planned for development and release. Just go to Help>Submit Product Enhancement to share your feedback!

Streamlined End-of-Year Processes

Eliminate hours of work and manual entry with our new auto-close encumbrance feature. This new function allows you to quickly review and liquidate encumbrances so they do not carry forward into the next calendar or fiscal year.

Simplified Set-Up for Product Training

Starting with v11.4, the MIPT training database will be automatically provided during installation. No need to worry about downloading and installing MIPT at the beginning of class!

 

What's New with Sage 100 Fund Accounting - Version 11

Download What's New in Sage 100 Fund Accounting V11.0

Sage 100 Fund Accounting V11.0 is feature packed! We’ve invested our resources focusing on: implementing usability feedback within core product areas; quality reporting improvements; and streamlining the upgrade process with the new Sage Advisor Update utility. And, one additional change in the V11.0 release is our name. Sage (formerly MIP) Fund Accounting is still the same great product that you have used for years with a new shorter name!

Key Enhancements

EASIER AND FASTER SOFTWARE UPDATES!

Sage Advisor Update

• This powerful console will be installed on the Sage 100 Fund Accounting Server and all Client Workstations. You will be able to see which Sage products (starting with Sage 100 Fund Accounting) have updates available; when the update was published; what the update contains; if the update is critical; and if your Sage Business Care status is current, nearing expiration, or expired. Users will have notification options as well as download and installation options by product.
• Please go to www.SageNonProfit.com/downloads to download a copy of the Sage Advisor Update utility or go to Start>All Programs>Sage>Auto Updates>Sage Advisor Update Console and check to see if it is already installed. You will see the icon in your system tray which can be found in the bottom right corner of your computer screen.
• Installation of Sage 100 Fund Accounting is now easier! Whether you install from CD, download, or use our new Auto Update service, you will find that the process of updating has been made much easier. The new Sage Advisor Run will guide you through the process and includes all documentation needed in one easy to find location.

A NEW LOOK!

Workflow and User Interface

• The Sage 100 Fund Accounting Navigator workflow has been updated to better match your use of the system. We now include tips, tricks, hyperlinks to other forms, and more. Be sure to click View>Navigator from your top menu bar to take advantage of these great new changes.

Top>

TECHNOLOGY UPDATES

Microsoft SQL Server

• For the last two years we have been communicating some important technology changes. As a reminder, version 11.0 will no longer be compatible or supported with Microsoft SQL Server 2000, MSDE, or SQL Express 2000. Please see the most current system requirements by clicking here or going to www.sagefundaccounting.com.
• Additionally, the Microsoft Windows 2000 Operating System is no longer compatible or supported for server or workstation installations.

ACCOUNTING

Accounts Payable

• The system generated A/P check printing process has been updated to include new functionality. You will receive better informational messaging when selecting checks to reprint and a more intuitive workflow has been added.
• There is now an approximate count of check stock and overflow stock needed, when the Print form displays.
• Your accounts payable check session will now lock the selected invoices, so that duplicate checks cannot be created by mistake. Within the Select A/P Invoices to Pay form, you will now see additional information including check numbers for invoices that are pending payment posting.

Accounts Receivable

• The Sales Order module has been rolled into the A/R Billing module. If you own the A/R Billing module, you will now see additional menu selections within Accounting>Activities>Sales Order Writing and Order Fulfillment; as well as Reports>A/R Analysis and Inventory Analysis. Sales Order provides a way to do easy sales entry; payment receipt; and picking, packing, and shipping for an order. Cash and On-Account sales can be generated and then fed through the Cash Journal or A/R System Generated Invoicing process.
• Within the Sales Order process you will now find additional options for processing orders. A sales order no longer requires Inventory type items to go through the fulfillment process. Conversely, an order can also skip the fulfillment process if the order items are of a non-inventory type. Additional changes have been made to the cancellation and returns process as it is now easier to see the entire order, cancel and return in fractions, and print more details on all sales order related forms.
• A new A/R Invoice template is available, which contains additional Sales Order information and available fields.

General Ledger

• Allowing appending entries to A/P Invoices, On-Account A/P Credit Memos, Copy Posted Documents, and Reverse Posted Documents can now be controlled using Set Up Modules within Administration. You will be able to enter an invoice for a vendor that has the same invoice number and vendor information as an invoice which has been saved in another session. By posting a second invoice, one of the following can occur: the original invoice gets modified to include two separate line items that may not be related, or the new invoice replaces the original invoice and the original invoice ceases to exist in the system. Conversely, you can now prevent the posting of duplicate invoice numbers to keep a very clean audit trail on all invoices.
• All GL customers will now receive the Grant Administration functionality. Upon upgrade, you will notice a new module to set up in Administration. Once you designate which segment acts as your “grant” segment, you can then open Accounting>Maintain>Chart of Accounts. For each segment code assigned to the segment that you flagged as your “grant” segment, you will notice two new tabs which collect demographic information about your funder and the grant that you are receiving. This new functionality also helps to enable a more advanced integration with the new Sage Grant Management product that was launched earlier this year. If Sage Grant Management is purchased, or already owned, you can click the “Activate Sage Grant Management Integration” option (Administration>Organization>Set Up Modules>Grant Administration). Your Sage Grant Management database will now communicate directly with Sage 100 Fund Accounting. Updated grant information will be published to the Sage 100 Fund Accounting database and thus the financial statements and grant list report will also display the same data.

REPORTING & SCHEDULER

Report Binder

• The Report Binders are now capable of being set up to be sent as an email on a scheduled basis including better CC/BCC functionality. Now, you can automatically email your board reports out without even lifting a finger!

Reporting

• The new Sales Order Register report has been added (Accounting>Reports>A/R Analysis). This report will allow you to see the detailed and exact status of all sales orders in the system.
• The Forms Designer formats for the picking ticket and packing slip have been updated to include charge code descriptions.
• The Balance Sheet and Statement of Revenue and Expenditures have been updated to include additional Grant Administration detailed fields on the content, filters, and items by page.
• The Charge Register report has been enhanced with additional information for Sales Orders and other types of charge details in the content, filters, and items by page.
• The Cash Journal now contains additional columns for 1099 issuing status as well as 1099 adjustment amounts.
• Financial Statement drill down has been updated to be faster, more powerful, and includes Pseudo Closing logic, so that your financial statements are exact, regardless of the fiscal year being reported or the fiscal year that has been closed.
• The 990 Worksheet within Accounting has been updated to only allow for one fiscal year of reporting at a time. This report should never be run across several fiscal years or an over/ under statement of balances could be reported incorrectly.

PAYROLL

Timesheets

• A new global timesheet refresh is available on default timesheets. This feature can be used by clicking the blue circular arrows on the top toolbar of the default payroll timesheets. You can then choose to refresh one or many timesheets based on different criteria.

Reporting

• The new Calculated Check Register report has been added to the Payroll module under the Reports>Processing menu. This report will give you exact calculated payroll totals and demographic information before you print and transfer payroll checks and deposits.
• All payroll reports received attention for this release. You will find new fields in the content, items by page, and filters throughout the system. There are too many to list here, but some examples are hire dates and W-2 box numbers as both column content and report filters.

Taxes

• W-2 Box 12 EE is now available for earnings, benefits, and deductions.

Top >

 

Sage 100 Fund Accounting - Version 10.2.6

This release of Sage 100 Fund Accounting is focused on key usability feedback given by customers and also includes enhancements to security and data encryption which will strengthen your overall database protection.

Accounts Payable Credit Memos have significant functionality improvements in the following areas:

• AP Invoices are no longer required when creating credit memo transactions
• AP Invoices can be paid with credit memos and check or cash disbursements at the same time
• Vendor balances can be offset with open invoices and credit memos
• Aged payables are more accurate with better credit memo functionality

Payroll functionality has been expanded to provide efficiency and deliver key upgrades in the following areas:

• Additional fields (pay periods, employee information, and more) added to dozens of reports throughout the payroll system
• Increased filters, content, items by page, better formatting, export to excel, and more…
• Payroll check reversals (voids) will now default to “today” rather than on the original check date to help avoid closed fiscal year balance issues
• Time-off accruals can now be based on a percentage of hours on timesheets Local tax reporting will now accommodate unlimited
• Local/Other taxes on each employee time sheet as well as SUI, SDI, and TDI tax calculations
• Garnishment calculation options are now built into the Payroll processing workflow if you own the Sage HR module.

Other features that will add to overall ease of use, functionality and security include:

• Sales Order
• Cash orders now post with the transaction date rather than the default system date
• All order types now capture the user, date and time stamp for reporting purposes

• Links to Sage Nonprofit Solutions:
• Web site: http://www.sagenonprofit.com/
• Facebook: http://www.facebook.com/home.php?#!/sagenonprofitsolutions?ref=ts
• Twitter: http://twitter.com/SageNonprofit
• Online Community: http://community.sagenonprofit.com/
• Encryption
• The Advanced Security module now allows for field level encryption for things such as: Social Sec #, Vendor EIN/SS, and other private pieces of data

 

Sage 100 Fund Accounting - Version 10.2

Stay updated with not only the latest tax reporting requirements and back-end technology enhancements, but also with time-saving enhancements to make you more productive! For additional information regarding version 10.2, please view the recorded What’s New Webcast.

Enhanced Customer Experience

• New in this version, we are pleased to announce the introduction of our Customer Enhancement Portal. Here you will be able to view existing enhancements and watch for status changes as well as the ability to submit your own ideas. Just go to Help > Submit Product Enhancement to share your feedback!
• Also launching in conjunction with this version of Sage 100 Fund Accounting are our new Sage Nonprofit and Government Solutions Communities where you can connect with other Sage customers in our forums, participate in community conversations, find products and services, and even engage with Sage software developers to share your unique User Experience that will help us make your Sage products even better!

More Reporting Options

• Form 990 reporting now includes Part 1, 8, 9, and 10 with both summary and detailed formats.
• New SUTA reporting fields are available within Payroll Pay Codes and Tax History reports that make it easier to reconcile, track, and file your state unemployment taxes.
• Our GASB module is more flexible than ever with improved settings for agencies in the public sector.
• Improved Report Drilling functionality from within financial statements allows you to more accurately search financial records.

Enhanced E-mail Functionality

• MAPI enabled EREQ e-mail messaging gives you the ability to send mail directly from within Sage 100 Fund Accounting more easily and with fewer configuration restrictions./li>
• E-mail employees with e-mail addresses that are stored in Sage 100 Fund Accounting directly from within the Payroll module with hyper-linked “click to mail” capability.

Expanded Import
Import has been expanded to include Update Timesheet and Update Item and Purchase Orders to streamline data processing and reduce errors created by large amounts of manually entered data.

Improved Development Tools
At Sage, we not only provide our customers with expanded features and functionality with every update, we also rely on wealth of knowledge shared by our extraordinarily talented development partners who build valuable add-on tools for Sage 100 Fund Accounting.

• By improving our Application Programming Interface for developing partners, Sage customers will enjoy more robust tools with the industry-specific features they need.

Sage Nonprofit Solutions is also creating a development partner network through the Sage Development Partner Program. This program enables our 3rd party software developers to offer Sage customers additional time-saving add-ons and applications. For detailed information about this development partner program and complementary solutions available through this program, please visit the Sage Development Partner Program website.

Download this PDF to find out more about What’s New in Fund Accounting Version 10.2.

To learn about Sage 100 Fund Accounting or see a product demo, visit our See a Demo page.

 

Sage HR and EWS - Version 4.4

• Advanced overtime calculations can be designed to meet the needs of individual states
• Garnishment deductions may be setup within HR and then used during the Payroll calculation process
• Percent of hours worked is available on leave plan calculations
• Regular and supplemental timesheets based on hours worked will now update so that benefit plans can be recalculated

We are committed to providing our customers with the best product experience. As part of this initiative, and our continual investment in Sage 100 Fund Accounting, we have started to update our system requirements. As a reminder, this is the last release that will support Windows 2000 and SQL 2000. Additionally, you many notice that Sage HR and EWS as well as Sage Grant Management have higher system requirements to fully utilize all of the advantages of the new technologies available to us.

For additional information regarding version 10.2.6, please view the recorded What’s New Webcast

For detailed information on resolved issues included in 10.2.6, please see the KB article # 316117.