The following are new features included in Sage Simply Accounting 2012:

Sage Simply Accounting First Step

Hide Accounts With Zero Balances On Financial Reports
For reporting flexibility, select this new report option if you want to omit accounts with zero balances on balance sheets and income statements.

Print Cheque Log for Previous Year
You can print and review Cheque Log reports for the previous year and verify cheque activity for the current and previous fiscal year.

Sage Simply Accounting Pro

Sage Simply Accounting Pro has all the benefits of Sage Simply Accounting First Step plus the following features:

Show Active Records in the Home Window
The Home window displays both active and inactive records in the records list until you clear the box Include inactive … at the bottom of each list.

The exclusion of inactive records from this list improves your work flow and analysis and enables you to view only the relevant active accounts, vendor, customers, employees, items and services, and projects in the Home Window listing.

Modify Remittance Transactions with the Proper Audit Trail
No matter where they are recorded, all transactions that affect remittances are now consistently tracked and reported in the Remittances journal and on the remittance report. The transactions in the Remittances journal can also be adjusted and any errors properly corrected.

Track and Pay Remittances Using Any Payment Method
Sage Simply Accounting has expanded the number of payment methods you can record against a remittance payment. You can now record remittance payments made with cash, cheque, credit card, or direct deposit.

Improved Payroll Journal Window
The changes to the payroll journal window increase the flexibility in the way you pay your employees and your overall efficiency.

The improvements include:

• Employee hourly rates and piece rates are now displayed on the paycheque
• A note is displayed onscreen whenever the maximum deductions for CPP/QPP, EI, and QPIP are reached
• Print and post in one click

Improved Payroll Cheque Run Window¹
The redesigned window allows you to improve your work flow, pay employees quickly in the payroll cheque run while withholding, tracking, and remitting source deductions and employer contributions. New list options also allow you to select unpaid employees automatically by pay period end date and pay period frequency.

The improvements made include:

• Paycheque details are accessible from the Payroll Cheque Run
• Hours and salaries can be entered directly in the Payroll Cheque Run
• Switch between paying one employee to paying multiple employees on-the-fly
• Select employees by pay period end date

Report Multiple Quebec Employee Benefits on RL-1 Slips¹
To be compliant with Revenu Quebec and the Canada Revenue Agency, you can now track Quebec employee benefits more accurately by setting up additional payroll incomes to use a new Quebec benefit income type. These new payroll incomes will be reported on the employees' Relevé 1 (RL-1) slips but not on their T4 slips.

To set up these new payroll incomes to track Quebec benefits, in the Type column, click the magnifying glass and select Benefit (Que) from the list.

Calculate Withholdings on Payroll Advances¹
To be compliant with the Canada Revenue Agency, this version of Sage Simply Accounting allows you to pay an employee an advance and have the appropriate withholding amounts automatically calculated and withheld from the advanced amount.

If you are providing a payroll advance that is taxable, enter this amount in the Advances box in the payroll journal. If you are providing a loan that is not taxable, enter the amount in the Loans box.

Existing payroll advances will be converted to non-taxable loans when you upgrade to this version of Sage Simply Accounting.

Update Multiple Employee Personal Tax Amounts
You can efficiently update the federal and provincial personal tax credits for all your employees at one time or just for a group of employees you've selected. To access this feature, in the Maintenance menu, select Update Employee Claims.

If you subscribe to a Sage Business Care plan with payroll tax table updates, the latest basic personal claim amount changes are included in the Sage Simply Accounting payroll updates so that you will always have the latest claim amounts with which to update your employee records.

Sage Simply Accounting Premium, Enterprise, and Accountants' Edition

Sage Simply Accounting Premium, Enterprise, and Accountants' Edition have all the benefits of Sage Simply Accounting Pro plus the following features:

Filter and Assign New WCB Rate to Selected Employees
By modifying the WCB rate for a group of employees at the same time, you can save time and quickly update the WCB rate changes with less chance of errors.

In the Maintenance menu, select Update Employee WCB Rate. You can then choose to change the WCB rates by province or territory, by Sage Simply Accounting job categories, or by existing rates in your company data.

Produce Project Income Statement Report²
This new report shows how your business is doing, enabling you to make better business decisions. The report provides summary and detail views of project revenues and expenses. You can quickly analyze project data from multiple angles, produce graphs, and see a side-by-side comparison of projects for meaningful analysis.

Generate Additional Payroll Reports²
These new reports give you insight into your payroll costs: how they are distributed over job categories, departments, and projects. The data reported can be represented in graphs, and contain summary and detail views.

The new reports include:

• Detailed Employee Hours and Wages by Job Category
• Summarized Employee Hours and Wages by Job Category
• Employee Wages by Departments
• Employee Hours and Wages by Project

1. The Pro with Payroll and Premium with Payroll 2012 editions are available at software retail outlets. When purchasing Pro or Premium directly from Sage, the Payroll option may be added by purchasing a Sage Business Care Gold plan. Additional fees apply. Enterprise includes the Sage Business Care Gold plan.
2. Requires Sage Simply Accounting Intelligence. Additional fees apply.

The following are new features included in Sage Simply Accounting 2011:

Sage Simply Accounting First Step

File GST and HST Returns Online
You can use Sage Simply Accounting to generate and save an electronic version of your GST/HST return (.tax file) that you upload to the Canada Revenue Agency using the Internet File Transfer service. This makes filing your tax returns more efficient, and reduces any reporting and filing mistakes.

Note: Sage Simply Accounting does not support the GST/HST online filing service for Revenu Québec.

Swipe Credit and Debit Cards
Electronic processing of credit card payments has been updated to use Sage Exchange, a PA-DSS certified payment processing application. If you are processing credit card payments, you should ensure you are PCI compliant to avoid fines and fees.

Sage Exchange also supports card swipe readers¹. Swiping credit or debit cards through a terminal device have lower associated transaction fees, and lowers the risk of fraud, speeds up data entry, and reduces the transaction processing time. For more information about Sage Exchange, go to the Sage Payment Solutions web site.

Synchronization with Sage Billing Boss
Sage Billing Boss (www.billingboss.com) is an online invoicing tool designed for small businesses. Synchronize with Billing Boss is an efficient way to synchronize Billing Boss customers, invoices, and receipts with Sage Simply Accounting. Customers, invoices, and receipts can be created or adjusted in Billing Boss and then automatically added or updated in the Sage Simply Accounting company data.²

Support for Multi-Character Search in Search Windows
When searching for customers, vendors, inventory items, etc in their respective search windows, the results are automatically filtered according to the characters entered so you can quickly find what you need. For example, if you have a customer with the name Joe Smith, you could enter JO and the results filter out any names that begin with JA, JI, etc and go directly to the customers with names starting with JO.

Maintain Display Settings for Multiple Monitors
If you move your Sage Simply Accounting data between computers that either have a single monitor or multiple monitors as well as different configurations, you can do so easily without having windows disappear off-screen.

Sage Simply Accounting Pro

Sage Simply Accounting Pro has all the benefits of Sage Simply Accounting First Step plus the following features:

QuickBooks^®-to-Sage Simply Accounting Conversion Wizard
The QuickBooks-to-Sage Simply Accounting Conversion Wizard has been updated to easily convert company data from Quickbooks 2010 into a Sage Simply Accounting company file.

File T5018 Returns Online
In this new version of Sage Simply Accounting, you can create a T5018 return file that you can upload to Canada Revenue Agency (CRA) using the Internet File Transfer service. This allows you to comply with Canada Revenue Agency's new mandatory electronic filing requirements where a filing of more than 50 returns must be filed electronically.

If you are printing on T5018 forms, your company and your contractors' CRA business numbers are also now printed correctly on the forms.

Support for Additional T4 and RL-1 Codes
This version of Sage Simply Accounting supports these additional codes for T4 slips: code 71 for Status Indian employees, code 85 for employee-paid premiums for private health services plans, code 31 for special work site, and code 33 for medical travel assistance. In addition, code R for Status Indian employees is also supported for Relevé 1 slips.

Store T4 and RL-1 Summary and Online Filing Information
When you print T4 slips or file them electronically, you can enter or change the Payroll Account Number in the same window that is used to print or file T4 slips. Sage Simply Accounting also saves all the business and contact information entered and displays them in the RL-1 window. This ensures the correct business and contact information is used in repeated filings.⁴

Hide the Corrections in Payroll Reports
You can now choose to hide all payroll corrections in these payroll reports: Employee and Job Category Detail reports. To hide the corrections, in the Modify Report window for these reports, make sure the Show Corrections box is unselected.

Print Projects on Separate Pages in the Project Income Report
In the Project Income Summary and Detail reports, you can choose to start printing each project on a new page or save paper by allowing the projects to print continuously. By default, Sage Simply Accounting prints each project starting on a new page.

To allow the projects to print continuously, on the File menu of each report, clear Separate Each Project on a New Page When Printed.

Sage Simply Accounting Premium

Sage Simply Accounting Premium has all the benefits of Sage Simply Accounting Pro plus the following features:

View Dashboard and Set of Reports
Sage Simply Accounting Intelligence is an easy-to-use and powerful reporting solution based on Microsoft^® Excel^® within Sage Simply Accounting. Sage Simply Accounting Intelligence includes ready-to-use reports and dashboards that can be easily customized for your business needs.⁵

Improved Time and Billing Reports

• Customer time and billing report. These new headings have been added to the detailed version of this report: the sales invoice number, the date on the sales invoice, and whether or not a time slip activity has been added to a sales invoice (invoiced, partially invoiced, or not invoiced).
• Employee time and billing report. These new headings have been added to the detailed version of this report: the payroll cheque number used to pay an employee for a billed activity, the date on the paycheque, and whether or not a paycheque has been issued (paid or N/A).

Sage Simply Accounting Enterprise

Sage Simply Accounting Enterprise has all the benefits of Sage Simply Accounting Premium plus the following features:

Report Inventory Transactions
New reports available in this new version of Sage Simply Accounting Enterprise report on build of materials, item assemblies, inventory adjustments and transfers. Use these to track your inventory transactions more efficiently and easily.

Track Vendor Item Information
You can now create associations between a vendor's item and your own inventory item. When creating purchase orders, quotes, or invoices, you can search for items using either your item number or vendor item number. Also, there is the option of using your item number or the vendor item number on the order, quote, or invoice. In addition, you can quickly see when you past purchased that item and how much you paid for it.

Indicate Project on Orders
When creating orders and invoices for either sales or purchases, you can select a project for tracking purposes. If an order with an assigned project is converted to an invoice, the project remains assigned to the invoice and does not have to be selected once again. Use the new report, Project Allocated Orders, to quickly view any invoices or orders assigned to a project. You can also choose to view this information by inventory item, Project Allocated Orders by Inventory Item.

Track Budget Projects Across Fiscal Years
With Sage Simply Accounting Enterprise, you now have the flexibility to budget information for a project for the current fiscal year and up to 4 future fiscal years. Create project reports that span across fiscal years for current or future budgeting purposes.

Track Salaried Employee Work With Time Slips
To ensure accurate reporting, billing, and payment, you can now record hourly payroll expenses of a salaried employee for a project on time slips.

Track Contractor Work With Time Slips
In Sage Simply Accounting Enterprise, you can now track the work performed by contractors in time slips and automatically add this information to purchase invoices. This allows you to easily reconcile contractor invoices with your records in Sage Simply Accounting.

To begin using this feature, create a new vendor record for the contractor, and turn on the contractor status in the record. The new Time and Billing Purchases reports list the time spent on activities, amounts related to contractor time slips and purchase invoices, and activities performed grouped by customer or activity. You can use these reports to reconcile purchase invoices that your receive from contractors with your records in Sage Simply Accounting.

1. Requires sign up to Sage Payment Solutions. Terminal is provided. Additional fees apply.
2. Requires Billing Boss account
3. Additional fees apply. Requires a Billing Boss account and a subscription to Payment Boss. Visit www.paymentboss.com for details.
4. Requires a Sage Business Care Gold plan.
5. Requires sign up to Sage Simply Accounting Intelligence Standard or Advanced. Additional fees apply.

Streamlined Installation Wizard
Simply Accounting has simplified the installation wizard by reducing the number of steps in the installation process. The wizard also provides more guidance to help you through the installation process, including notes about how to install the software on systems that use a firewall.

Improved Sales and Purchases Windows
The re-designed Sales and Purchases windows are more user-friendly, and allow you to enter information more quickly and efficiently.

New Simply Accounting Troubleshooting Tool
The new Simply Accounting Troubleshooter helps you understand and recover from common Connection Manager issues. To access the Simply Accounting Troubleshooter, on your desktop, open the Start menu and select Simply Accounting Troubleshooter from the Simply Accounting program group.
Note: The Simply Accounting Troubleshooter is not available on Linux.

Faster Start-Up Times
The time it takes to open company files in Simply Accounting is now shorter.

Easier Access to Balances and Totals From the Latest Transaction Date
By default, total sums and balances on the Home Window are now calculated using the latest transaction date. You can still display balances by session date if you select Calculate Record Balances in Home Window Lists by Session Date as a user preference.

Preparing ROE Forms for Web Submission ( Payroll Only)
You can now create a bulk ROE file in Simply Accounting which allows you to prepare more than one ROE form and submit them to the ROE Web site in a single draft file. You can review, modify, and print these ROE forms before they are submitted to the Canada Revenue Agency.

For those who are not familiar with how to complete the ROE forms, Simply Accounting provides the appropriate help with each field in the form.

Faster Start-Up Times
The time it takes to open company files in Simply Accounting is now shorter.

Additional Enhancements in Simply Accounting Enterprise

Improved Inventory Management
The following changes were made to improve how inventory is managed in Simply Accounting Enterprise:

• Simplified removal of inventory items Remove items from your inventory without clearing the tracking data for all items. This means you can still look up past transactions that use these removed items. Inventory items with a zero quantity and value can now be deleted in one easy step.
• Control who removes inventory Simply Accounting has added new inventory user permissions to safeguard your data when using the new inventory removing feature.
• Faster reporting Simply Accounting Enterprise has improved the speed at which inventory reports are generated. With the increased reporting speed, you can generate reports as often as you wish without having to wait for a long time.

Faster Transaction Posting in Multi-User Mode
To speed up data entry, transactions go through a verification process. If any errors or conflicts are detected, you will be notified and then allowed to fix the issue in the Unprocessed Transactions window before re-posting the transaction.

More Platforms to Store Your Company Data
You can now store and access your Simply Accounting data from a supported Linux Server. The Connection Manager for Linux is available free-of-charge to all customers running Simply Accounting 2009.

The Simply Accounting Connection Manager is supported on the following platforms:

• Windows 2000
• Windows XP
• Windows Vista
• Windows Server 2003 R2 and 2008, and Windows Small Business Server 2003
• Linux SuSE Enterprise Server 10
• Linux Red Hat Enterprise Server 5

Additional Report Enhancements

• Auto-fit Column Size: All reports include a full set of customization features, including the ability to change a column's width to fit all contents.
• We have also improved the Tax Report to make it easier to transcribe the results to the GST/HST Remittance form.

Additional Banking Features
The Transfer Funds feature now supports credit card receivables and payables, in addition to cash and bank accounts. You can now quickly record a transfer of funds to or from your credit card, bank, or line of credit accounts.

E-mail Simply Forms in PDF Format
Your custom Simply Forms, such as customer invoices, can now be e-mailed as PDF attachments.

Automated Credit Card Processing
Automate your credit card processing with an affordable online service from Sage Payment Solutions. When you sign up for a merchant account at Sage Payment Solutions, you can authorize credit card payments directly from Simply Accounting sales transactions, and then go online to manage your account and view payment reports.

More Learning Resources and Enhanced Help Search

• Redesigned Learning Centre: Use the redesigned Learning Centre as your launch pad for all Simply Accounting learning resources. You'll find new and frequently updated information in the Learning Centre, including training information and videos, answers to frequently asked questions, updated news and service offerings, and have real time access to discussions in the Simply Accounting Online Community.
• Enhanced Help Search: Search for answers to your questions in the Help, or search the Online Community directly from Simply Accounting.
• New Getting Started Page: Follow the links and directions in the Getting Started page to learn what to do after you've created your company database, and get help with common tasks.

Automatic Activation
If you are connected to the Internet, you can now retrieve your Simply Accounting activation key code directly from us, online, instead of manually typing in the information from your registration e-mail. And, if you're eligible for payroll services, your Simply Accounting payroll id will be automatically retrieved and entered to give you immediate access to automatic payroll calculations.

Sage Simply Accounting Pro

Streamlined Setup and Conversion Options

• Use the new Setup Guide to quickly add or edit customer, vendor, employee, and account information. Be sure to watch the quick start tutorials to see just how easy it is to set up your business records in Simply Accounting.
• The New Company Setup Wizard now directly supports quick and easy conversion of your QuickBooks® 2006 or 2007 company to Simply Accounting.

Additional Home Window Enhancements

• The Home Window now displays all window contents, without scrolling, at an 800 x 600 display resolution. If you're still using the Classic View, switch to the Enhanced View and give the new Home Window another try.
• List panes are now customizable. You can show or hide columns that are not the primary name or description.
• All changes you make to the Home Window are now saved - including list pane customizations, and whether a pane is expanded or collapsed.

Additional Report Enhancements

• Project Reports: You can now Show Corrections on Project reports.
• Account Reconciliation Reports: We've simplified the formatting of all Account Reconciliation reports, and you can now customize the report columns in the Summary and Detail reports.
• Deposit Slip Detail Report: We've improved multicurrency reporting in the Deposit Slip Detail report.

E-mail Direct Deposit Stubs
If you direct deposit an employee's pay, you can now e-mail a copy of the direct deposit stub (in PDF format) to the e-mail address noted in the employee record. Several e-mail form templates are provided, which you can customize, if required, in the Simply Form Designer.

Payroll Enhancements

• Order of EI and CPP Amounts: We've switched the order that EI and CPP fields display on payroll screens and key reports to help you avoid transcription errors when completing government forms such as the PD7A remittance form.
• Withhold Additional Quebec Tax: You can now deduct additional Quebec income tax from a Quebec employee's pay. To automatically withhold additional Quebec tax from an employee's pay, fill in the Additional Quebec Tax field on the Taxes tab of the employee's record.
• Gross (Taxable) Payroll Amount on the Remittance Summary Report: To help you complete the PD7A payroll remittance form (which records CPP, EI, and Federal Income tax payable to the Receiver General), the gross (taxable) payroll amount for all employees in the remittance period is now noted on the Remittance Summary report.
• Additional Columns in the Employee Detail Report: You can now customize the Employee Detail report to include the system-defined Federal and Quebec benefit amounts (defined as Benefits and Benef. Que in Settings > Payroll > Incomes), and the payroll period end date.
• New Year End Review (PIER) Report for payroll subscribers: Active payroll subscribers can display and print the new Year End Review (PIER) report. This report will identify CPP/QPP and EI discrepancies so that you can review and revise your payroll records before you product employee T4 slips. This report is based on the Canada Revenue Agency's Pensionable and Insurable Earnings Review (PIER).

Sage Simply Accounting Premium

Additional Report Enhancements

• New Sales Receipts by Payment Method Report: The summary of receipts by payment method has been removed from the Sales Synopsis report and is now included in the new analysis report, Sales Receipts by Payment Method.
• Hide Account Detail in Financial Reports: You can now hide "group" and "subgroup" accounts on the Income Statement and Balance Sheet, including comparative versions of these reports. Customize the report using the new Totals option in the Modify Report window, or conveniently expand or collapse the accounts in select groups or subgroups directly in the displayed report.

Sage Simply Accounting Enterprise

More Scalable
For complex operations and growing businesses, Simply Accounting now supports up to:

• 1000 Departments
• 1000 Price Lists
• 100 "Ship To" Addresses per customer

More Granular Security
In Simply Accounting Enterprise, there are now more ways to secure your company information. You can now limit a user's access to Account Reconciliation and Deposit Slips in the Accounts & General Ledger module. In the new Advanced Reporting window, you can also control exactly which Financial and Banking reports a user can view and edit, giving users access rights to only the reports they need.

New Database
More robust, greater security, and faster for users with high volume of transactions and/or records.

Report Enhancements

• Save reports in PDF format
• Customization of reports - Dynamic sorting, moving, resizing of columns directly in the report.
• Refresh on demand - To minimize the time delay caused by having all open reports refresh every time a new transaction is posted.
• Print Preview & Select pages to print - Saves paper and time.
• Export to Excel with formatting intact - Saves time (no need to duplicate formatting effort).
• CTRL+F find feature - Saves time; quickly locate any term or value in the report.
• Increased Performance - Ability to generate, scroll, etc at much faster rate.
• Report Layout changes - Embellish reports to a standardized format.

Visual feedback when completing transactions
To re-assure new users that the transaction didn't just disappear. Also, displays journal entry number that's been assigned in the confirmation window.

Show invoice subtotal amount in the sales window
In addition to showing up on the printed form, it will now appear on screen.

Show PAID on invoice when invoice has been paid

Show invoice date in payments and receipts

Sage Simply Accounting Pro

Home Screen Redesign
Simply Accounting now has a new look - Easy to use interface designed to replicate your workflow.

Report Enhancements

• Save reports in PDF format
• Customization of reports - Dynamic sorting, moving, resizing of columns directly in the report.
• Refresh on demand - To minimize the time delay caused by having all open reports refresh every time a new transaction is posted.
• Print Preview & Select pages to print - Saves paper and time.
• Export to Excel with formatting intact - Saves time (no need to duplicate formatting effort).
• CTRL+F find feature - Saves time; quickly locate any term or value in the report.
• Increased Performance - Ability to generate, scroll, etc at much faster rate.
• Report Layout changes - Embellish reports to a standardized format.

New Database
More robust, greater security, and faster for users with high volume of transactions and/or records.

Ability to work in 2 fiscal years at a time
Enabling the "automatic reversal/correction" feature for transactions dated in the previous fiscal period makes year-end adjustments much easier.

Full 7 years of historical data
Keep detailed information as required by CRA audit standards.

Transfer Money Journal
Easily transfer money between accounts with the new transfer funds journal available in the banking module. Also supports multicurrency transactions.

Visual feedback when completing transactions
To re-assure new users that the transaction didn't just disappear. Also, displays journal entry number that's been assigned in the confirmation window.

Show invoice subtotal amount in the sales window
In addition to showing up on the printed form, it will now appear on screen.

Show PAID on invoice when invoice has been paid

Show invoice date in payments and receipts

Sage Simply Accounting Premium

Home Screen Redesign
Simply Accounting now has a new look - Easy to use interface designed to replicate your workflow.

Report Enhancements

• Save reports in PDF format
• Customization of reports - Dynamic sorting, moving, resizing of columns directly in the report.
• Refresh on demand - To minimize the time delay caused by having all open reports refresh every time a new transaction is posted.
• Print Preview & Select pages to print - Saves paper and time.
• Export to Excel with formatting intact - Saves time (no need to duplicate formatting effort).
• CTRL+F find feature - Saves time; quickly locate any term or value in the report.
• Increased Performance - Ability to generate, scroll, etc at much faster rate.
• Report Layout changes - Embellish reports to a standardized format.

New Database
More robust, greater security, and faster for users with high volume of transactions and/or records.

Ability to work in 2 fiscal years at a time
Enabling the "automatic reversal/correction" feature for transactions dated in the previous fiscal period makes year-end adjustments much easier.

Store project details for multiple years

Transfer Money Journal
Easily transfer money between accounts with the new transfer funds journal available in the banking module. Also supports multicurrency transactions.

Visual feedback when completing transactions
To re-assure new users that the transaction didn't just disappear. Also, displays journal entry number that's been assigned in the confirmation window.

Show invoice subtotal amount in the sales window
In addition to showing up on the printed form, it will now appear on screen.

Show PAID on invoice when invoice has been paid

Show invoice date in payments and receipts

Sage Simply Accounting Enterprise

Home Screen Redesign
Simply Accounting now has a new look - Easy to use interface designed to replicate your workflow.

Report Enhancements

• Save reports in PDF format
• Customization of reports - Dynamic sorting, moving, resizing of columns directly in the report.
• Refresh on demand - To minimize the time delay caused by having all open reports refresh every time a new transaction is posted.
• Print Preview & Select pages to print - Saves paper and time.
• Export to Excel with formatting intact - Saves time (no need to duplicate formatting effort).
• CTRL+F find feature - Saves time; quickly locate any term or value in the report.
• Increased Performance - Ability to generate, scroll, etc at much faster rate.
• Report Layout changes - Embellish reports to a standardized format.

New Database
More robust, greater security, and faster for users with high volume of transactions and/or records.

Ability to work in 2 fiscal years at a time
Enabling the "automatic reversal/correction" feature for transactions dated in the previous fiscal period makes year-end adjustments much easier.

Role-based security settings
You can control which users have access to which areas of your accounting system. With enhanced security, you can confidently manage a multi-user environment.

Serialized inventory
You can easily track items as they move through inventory, so they can more efficiently manage their operations and improve customer service.

Store project details for multiple years

Transfer Money Journal
Easily transfer money between accounts with the new transfer funds journal available in the banking module. Also supports multicurrency transactions.

Visual feedback when completing transactions
To re-assure new users that the transaction didn't just disappear. Also, displays journal entry number that's been assigned in the confirmation window.

Show invoice subtotal amount in the sales window
In addition to showing up on the printed form, it will now appear on screen.

Show PAID on invoice when invoice has been paid

Show invoice date in payments and receipts

• Add a "clear" button to Batch Printing
• Allow user to customize transaction window
• Calculate vacation pay on released Vacation
• Combine all Settings into One
• Conversion and Backup Improvement
• Easier to set options for reports
• Extend Field Lengths
• Home window improvements
• Identify mandatory fields in all ledgers.
• Increased focus on banking
• Revamped In-Product Help

• Link salesperson to customer record
• Merge customer/ vendor records (and accounts for Accountant's Edition)
• More Bilingual Settings for various fields
• Multiple ship-to addresses for customers
• New company setup wizard
• One-step handling of correction of common errors
• One-step process for reversals
• Provide common language date ranges
• Report Centre
• Simply Forms designer 2 part form with YTD payroll template
• User definable inventory classes

Sage Simply Accounting Pro

• Addition of a sales discount column to the sales journal screen - Pro
• Invoice templates - Pro
• Packing Slips - Pro

Sage Simply Accounting Premium

• FIFO inventory costing - Premium

• Improved company setup wizard
• Enhancements to the Simply Form Designer
• Simply EZ-Align Cheques
• More flexibility when preparing Relevé 1 (RL-1) forms
• Clear payroll details for selected employees
• Display .JPEG and .GIF images of inventory items
• New "tree views" for all selection lists
• Import/export wizard
• Ability to sort account reconciliation details by journal entry
• Option to add page breaks in the transaction by account report
• Reorganized menus and settings

• Improved backup feature
• Company name shown in every screen
• Larger payroll window.
• More data file details displayed in file properties
• Improved warnings for terminated employees
• Relevé 1 (RL-1) slips in XML format
• Home Window Enhancements
• Usability Enhancements
• New simplified account reconciliation report
• Improved remittance feature
• Adjust QPP/CPP pensionable earnings on T4 and Relevé 1 (RL-1) slips.

Sage Simply Accounting Pro

• Powerful data search capabilities - Pro
• Bank account transaction report - Pro
• Integrate ACT! contact manager data with
  Simply Accounting - Pro
• Detailed Project Budgeting - Pro
• Improved transaction importing.
• Select invoice templates - Pro
• Print separate T4 summary form - Pro
• New report to show all Recurring Entries - Pro
• Save Deposit Slips as work in progress. - Pro
• Use multiple departments in payroll - Pro

Sage Simply Accounting Premium

• Set employer expenses to different linked accounts by employee - Premium
• Detailed financial reporting on history to any date (within 100 years) - Premium
• Improved company consolidation feature. - Premium
• Store and track inventory in Multiple Warehouses - Premium

Sage Simply Accounting Accountants' Edition

• Work with Simply Accounting Basic, Pro or Premium 2006 data - Accountants' Edition
• More flexibility to edit critical data - Accountants' Edition
• Enhanced Financial Reporting - Accountants' Edition
• Accountant entries - Accountants' Edition
• Enhanced importing into the General Journal. -
  Accountants' Edition
• Export Records in Import Format - Accountants' Edition
• Sample data from all flavours of Simply - Accountants' Edition
• Lists last 5 companies opened - Accountants' Edition

• Auto SP downloads
• English/French switch on-the-fly
• Simple form designer tool
• Filter adjusting entries from the GL report
• Use additional information fields as reminders
• Budget report
• Key Performance Indicators
• Improved new company setup wizard
• Display company name in home window
• Allocate whole transaction at one time
• Deposit slips
• More income & deduction fields
• Remittance report
• Payroll deduction report
• Enhanced payroll detail report -Payroll Detail report includes Net Pay and Chq. #
• Print plain paper T4s and R1s
• Improved ROE
• Piece rate in payroll
• Display and print alphanumeric dates
• "ROE (specify start date)"
• Option to set employees to be CPP exempt
• Job categories/titles
• "Expanded pay stub (to allow for up to 20 incomes & deductions)
• The current 2-stub cheques are still supported"
• Electronic filing for T4 & R1
• Remove DDE
• Option to skip the Search on the GL list
• Default Tax Code for new and one-time customers
• Print T5018 by fiscal or calendar year
• Option to hide orders & quotes from the UI

• Import price lists
• Import budgets
• Option to omit adjustments in Account Rec.
• Track Salesperson on invoice
• Enhanced report column customization
• Improved New Company wizard
• Option to add inventory on the fly
• More default Tax Codes when creating a new company (e.g. GST only; PST only)
• Show account class on GL list
• Suggested accounts on GL list
• Track the number of pre-printed forms on hand
• Option to warn for duplicate invoice, receipt #
• Remember window positions when maximized
• E-mail invoices etc. in PDF format
• Wizard for converting data
• Convert Quicken data
• Store and recall report options
• Group reports together
• More Sort & Filter options on reports - Including sort Cheque Log by cheque number
• Option to omit adjustments from GL report
• Print column titles at the top of each page
• Reports can span multiple pages horizontally
• New Sales report by salesperson
• Store Reports & Forms options by company
• "More reports can "Open in Excel" Multi-period Income Statement Multi-period Balance Sheet Multi-period Trial Balance"
• Enhanced Pending Purchase/Sales Order Report
• Set the number of copies to print
• Easier selection of Crystal forms

Sage Simply Accounting Pro

• Drilldown in Departmental Income Statement
• My Business tab in home window - Pro & Premium versions
• Time slip only user
• Simply Accounting Mobile - integration with Pocket PC devices - Pro & Premium versions
• Integration with Microsoft Outlook - Pro & Premium versions
• Departmental balance sheet and trial balance - Pro & Premium versions
• Job costing on time slips - Pro & Premium versions

Sage Simply Accounting Premium

• Company consolidations - Premium version
• Customizable and expandable chart of accounts - Premium version
• Industry-specific reports & terminology - Premium version
• "Sales Analysis reports: Product analyses Customer analyses Sales Synopsis"
• Prepare Forecasts
• Customize names of modules and journals.

• New user interface (2nd layer)
• Prepaid orders
• New Gross Margin Income statement
• Lookup and adjustments in payments and receipts
• Enhanced search capabilities - in LIW and enter lists. Enhanced Transaction Lookup
• Display inventory synopsis and inventory statistics reports as at a specific date
• Financial statements (with formulas) directly launched into Microsoft Excel
• Account Reconciliation reports as of bank statement date
• Redesigned Account Reconciliation - Allow Reconciliation to be performed after Statement End date but dated as of the Statement End Date (or later), Can be performed in multi-user mode
• Specify how many days to include paid invoices in aged reports
• Ability to lock dates to prevent accidental posting to an earlier period
• Credit cards can now be used to pay outstanding invoices in receipts

• Credit card receipts/payments can now be linked to bank accounts
• Import sales invoices
• Easier data entry for Project costing
• Increased part number length (14 chars meets barcode standard)
• More user-definable employer expense accounts in payroll
• Track employee entitlements, like sick days or leave of absence
• Removed "Clear Transactions When Paid" field from customer and vendor ledgers
• "Enhanced reports - Displays header, title and footer details, alignment Access to Reports & Forms dialog"
• Setting to tab into project allocation field in journal
• Direct deposit - Partnered with Beanstream (Allow multiple accounts per employee)
• Entitlements - Track sick days, vacation days, etc.
• "User defined expenses 5 new custom fields for payroll deductions"
• Online backup
• Automatic payroll update

Sage Simply Accounting Pro

• Multiple price lists in Inventory - Pro
• Import JE that uses departments - Pro

• Simply Webstore
• Cheque log
• Comment per account line in the General Journal
• "Track Sales Taxes from the General Journal Include details in the tax reports"
• More user definable payroll hourly rates
• Increased password security - More control when assigning access to the various parts of Simply
• Sort General Ledger report by date
• Edit sales tax amount in sales journal
• Default revenue account for customers
• Show Vacation Pay Owed and Advance amounts in the payroll journal
• Dropdown list with default dates in date fields

• Redo report options without having to close and reopen them
• Show on report options dialog when the report is sorted and/or filtered
• Shortcut to calculator on toolbar in all journals
• Ability to Sort recurring entries by any field
• Generate reports in HTML
• "New data fields for all journal entries Can be included in journal entry reports"
• Convert MYOB data
• Save a Copy of the database and continues to work on the original
• LIW (except Accounts) defaults to View By Name
• Currency formatting for home currency

Sage Simply Accounting Pro

• Departmental accounting – Pro version
• Integrate Time & Billing into payroll – Pro version

• Remove Export to Access
• Daily Business Manager
• Batch-printing & posting
• Pop-up calendars
• User-definable fields
• Link employee records to specific wage expense accounts
• More Flexible Inc/Deds in Settings (Income, Benefits, Reimbursement types, Income/Deductions subject to different tax type categories
• Record of Employment report
• Custom Report Opener and New custom reports
• Enhanced integration with Microsoft Office

• Link to the Internet for updated currency exchange rates
• Define default GL accounts for vendors
• Journal Entry Report by User, hide corrections
• Import ledger records
• Convert QuickBooks data
• More templates
• Wrap text in transaction windows and printed forms
• More flexible sales tax system
• T5018 - Reports amounts paid to subcontractors for construction services
• "Exchange Rate Web Link Setup - System Settings - currencies"
• User Interface, Dialog Backgrounds, New Colour Schemes

Sage Simply Accounting Pro

• Bill of materials – Pro version
• Store 100 years of financial history – Pro version
• Time & Billing module – Pro version

• Long item descriptions in inventory
• Store bitmap images in inventory
• Use an account number multiple times in the general journal
• Additional fields
• Support for colour printers

• Statement of cash flows
• Maintain 2 price lists
• Microsoft Office XP Smart Tags
• Multicurrency – Pro version
• Multi-user – Pro version
• And more…

• Flat style toolbar
• Dual currency
• New user-interface
• Pre-payments and deposits
• Microsoft Access database
• Inactive records
• Customize screens
• Link to multiple bank accounts
• Automatically adjust entries in the general journal
• One-step cheque entry

• Sort & filter reports
• New style status bar
• Add on the fly vendors and customers from journals
• Ledger usability - save changes dialog, create another button etc
• Account Classes
• New Post button - moved from the toolbar to the bottom right corner
• Track duty
• Employee SUTA Summary Report (US)
• And more…

• Online Banking (OFX)
• Checklists
• Ability to budget projects
• Import Sales Orders, Pur. Invoices, and Pur. Quotes emailed from customesr and vendors
• Auto payroll runs
• New Business Guide - procedural guide to starting anew business
• Credit Card purchases
• Online user registration
• Optional pre-numbering of all forms
• Additional income and dection fields in payroll
• Updated home window
• Shows "Print On" Date on reports
• Shows Journal Entry Number as transactions are entered
• Ability to process future transactions
• Automatically e-mail confirmations of receipts of purchase invoices and purchase quotes
• Distribute all account to projects
• Set default deduction as percentages
• Common Dialogs for conversion utility

• Allow easier entry of budget amounts - automatically average the amounts
• Email to vendors and customers in the ledgers
• Check validity of SIN and SSN numbers
• Multiple selection is now done the windows' way. Use shift and ctrl key
• Added second payable and receivable bank account
• Keep the same vendor/customer in an invoice when entering transactions
• working copy
• Bring Home Window to Front button
• Export to Excel 97
• Restore database from the welcome window
• Ship to address for customer
• Elimination of the "Set ready" concept
• Print subtotal before tax in invoice
• Default employee benefits
• Active/Inactive employees
• Default employee hours worked
• Reorganize payroll linked accounts
• Automatically clear data
• Clear Acct Rec journal after posting
• Acct Rec detail reports now show subtotals

• Internet Links
• Links to MS Office
• Order Entry
• Quotes and Estimates
• Add on the Fly
• Daily Business Manger
• Credit Card sales
• Cash Flow Statement
• Printed Receipts
• Customizable T4 Form

• Modify Accounts Wizard
• Linked Accounts Wizrd
• Accounting/Non-Accounting Terminolgy Switch
• Abiity to Suppress GL account numbers
• Additional Info in the To Do list
• Additional company templates
• Service Items
• Two years Job costing reports
• Easier to use Report Writer (Crystal)
• 1099 Forms (US)

• Purchase Orders
• Negative Inventory
• Automatic Adjustments
• Data backup and restore
• Discounts and payment terms
• Drill down from reports to see details and related information

• Todo lists
• Additional Graphs
• Setup / Settings Wizard
• Toolbars
• 32-bit for Windows (but still runs on Windows 3.1)

• Maintain two years of data
• Comparative Reports
• Graphs
• Track Inventory Turnover
• Lookup posted invoices
• Recurring Entries
• Longer source codes and item numbers (13 chars)
• Status bar

• Budget
• Bank Reconciliation
• Business Advice
• Addional Payroll Deductions
• Customizable Forms (CA-RET)
• Customizable Journals (Container)

• Cash accounting
• DDE
• One-time vendors and customers
• Cash sales and purchases