Click a version number to see enhancements for that version. To learn about the latest enhancements in the Sage 100 Payroll, click here.
The following changes were made in 2018.10.
Nonemployee Compensation has been added to the Form Type list in Form 1099 Tax Reporting. The 1099-NEC form was added in other locations in the 2018.9 update. For more information, see 1099-NEC Form Added.
The following changes were made in 2018.9.
The IRS is introducing Form 1099-NEC, used to report nonemployee compensation, for tax year 2020. Nonemployee Comp (to be used for Form 1099-NEC) is now available to select in the following locations:
Because From 1099-NEC is now used for nonemployee compensation, changes have been made to Form-1099 MISC. Included in the changes, Box 7 is now used for the Payer Made Direct Sales of $5,000 or More check box. (For more details on the form changes, see the IRS website: www.irs.gov/instructions/i1099msc
In Vendor Maintenance, the Misc Box 9 check box has been renamed Payer Made Direct Sales $5000+. This check box is now used for Box 7 on Form 1099-MISC.
If you’ve already recorded nonemployee compensation for tax year 2020 in Box 7, a utility is available to move the totals to Box 1. Contact Sage Support for more information.
Version 2018.8 contains program fixes for Sage 100 and Sage 100cloud. For more information, please see the release notes.
Version 2018.7 contains program fixes for Sage 100 and Sage 100cloud. For more information, please see the release notes.
Version 2018.6 contains program fixes for Sage 100 and Sage 100cloud. For more information, please see the release notes.
Sage 100 2018.5 includes program fixes and the enhancements described below. For a detailed list of program fixes, please see the release notes.
The following changes have been made in the Bank Reconciliation module.
Sage Bank Feeds simplifies the process of reconciling your bank statements by importing bank transactions into Check, Deposit, and Adjustment Entry and matching them against Sage 100 transactions.
You can connect your banks to Sage Bank Feeds in Bank Maintenance when you access the task through the Bank Reconciliation menu. A wizard walks you through the process. Note that the wizard will need your ZIP Code; therefore, you must enter one on the Registration tab in System Configuration before connecting a bank.
To learn how to connect a bank, see Connect a Bank to Sage Bank Feeds in the help.
For information on how transactions are matched, see the help for Check, Deposit, and Adjustment Entry.
The following changes have been made in the Job Cost Module.
A Certified Payroll Report has been added to the Reports menu in Sage 100 Payroll 2.18.5. This section describes changes made to the Job Cost module to collect information for the report.
To learn more about the Certified Payroll Report, see the Sage 100 Payroll Installation and Upgrade Guide.
In Job Cost Maintenance, a More button has been added in the top-right corner of the window. Click this button or the arrow next to it and select Certified Payroll to open the Certified Payroll Reporting window. Use this window to enter information for the current job that will be used in the Certified Payroll Report.
This window is also available from Job Inquiry, but it’s view-only. You can access the window from Job History Inquiry by clicking the Certified Payroll button that has been added to the window.
Job Contractor Maintenance has been added to the Job Cost Setup menu. Use this task to create and maintain records for each of the contractors with whom you do business. The records are available to select as the prime contractor and awarding contractor in the Certified Payroll Reporting window accessed through Job Maintenance.
The following changes were made in Sage 100 2018.4.
The following changes have been made throughout Sage 100.
A Sage University button (
) has been added to several task windows.
You can click the button to view a list of training videos related to the task. Depending on your Business Care plan, there may be no charge to watch the videos.
The Sage University button has been added to the tasks windows listed below.
Processing payment cards with EMV chips through Paya (formerly Sage Payment Solutions) is supported when using the following card readers:
The supported device list is subject to change. Please see the Integrated Solutions Compatibility Matrix for the latest information. You can find the matrix in the Sage Knowledgebase. See article ID 48274.
Before processing payments with chip cards, you must update your settings in Sage Exchange Desktop:
A PDF receipt will be generated after processing a payment in the Sage Exchange - Authorization window.
The following changes have been made in the Sales Order module.
You can now consolidate multiple sales orders into one invoice as the orders are processed in Shipping Data Entry.
Two new fields have been added on the Entry tab in Shipping Setup Options.
In Shipping Data Entry, when multiple orders have been added to the current shipment, you can select the Show Detail for All Orders check box to view the lines for all of the orders. If the check box is cleared, the grid displays lines only for the order entered in the Order No. field.
If you’re viewing a shipment that includes multiple sales orders, the word Multiple appears in the Order No. field. If more than one customer purchase order number is associated with the orders, Multiple appears in the Cust PO field. Click the Zoom button next to either field to view details in the Sales Orders Applied on Invoice field.
On packing lists and the Shipping History Report, if a shipment includes more than one order, “Multiple” prints in the Order Number field in the heading area, and the individual order numbers print in the area with the line details.
When you’re viewing an invoice to which multiple sales orders are applied, you can click the Zoom button next to the Order No. field to view a list of the orders. If there are multiple customer purchase order numbers associated with the orders, a Zoom button also appears next to the Customer PO field.
The Zoom buttons have been added to the following tasks:
If you’re viewing an invoice to which multiple sales orders are applied and one or more orders includes a deposit, "Deposits from Applied Sales Orders" appears in place of the Deposit Payment Type field, and the Deposits on Applied Sales Orders Zoom button appears. Click the button to view the deposit details in the Deposits on Sales Orders window.
The following changes were made in Sage 100 2018.3.
Click a link to see the enhancements listed in that section.
The following changes are carried throughout multiple modules.
A Reset Default Reports button has been added to the Period End Report Selection window in all modules in which this window is present. Click the button to reset the report list to its original settings.
The following changes have been made to the Calendar window:
The following changes were made in the Bill of Materials module.
A new field, Sync Misc Charge Changes with Bill Tables, has been added to Bill of Materials Options. There are three options for updating bills with changes made for miscellaneous change items in Miscellaneous Item Maintenance:
Changes are updated only if the content in Bill of Materials matches the content that was in Miscellaneous Item Maintenance before the change was made. If you're using revisions, all revisions are updated with the change.
The following changes were made in the Custom Office module.
A Calculator check box has been added to the Multi-Line Definition window. Select this check box to include the Calculator button next to the field. The check box is available for numeric fields only.
In the Customizer screen editor, Calendar, Calculator, and Lookup buttons now appear as they do when using the screen in Sage 100.
An Exclude from Report Selection check box has been added to the Add Field and Edit Field windows. Use this check box when adding a user-defined field (UDF) to a table for a main entity, such as AR_Customer, to exclude the UDF from selection grids for reports that use the table.
The following changes were made in the Inventory Management module.
In Item Maintenance and Item Inquiry, when you click the Show Image button, the image now opens in Windows Photo Viewer. You can then email the image, copy it to the Windows clipboard, and adjust the zoom level.
The following changes were made in the Purchase Order module.
When creating purchase orders using Auto Generate from Sales Orders, any drop-ship items that are used in multiple lines in a sales order can now remain on separate lines in the purchase order. Previously the duplicate lines were consolidated into one line in the purchase order.
The Summarize Multiple Items by Line check box is now available for both drop-ship and non-drop-ship lines. Also the check box is available when Sales Order Line No. is selected in the Sort Purchase Order Lines By field in Purchase Order Options.
If you don’t want to consolidate duplicate sales order drop-ship lines into one line on the purchase order, select the Summarize Drop Lines By Vendor check box, and clear the Summarize Multiple Items by Line check box.
To consolidate the duplicate drop-ship lines on the purchase order, select both the Summarize Drop Ship Lines by Vendor check box and the Summarize Multiple Items by Line check box.
The following changes were made in the Sales Order module.
In Invoice Data Entry, an Apply Sales Orders button has been added next to the Sales Order Number field on the Header tab. After selecting the first order for the invoice, click this button to select additional orders.
You can apply multiple sales orders to invoices if the invoice type is either Standard or Cash Sale, and only if there has been no credit card deposit or credit card payment applied to the invoice before you apply the sales orders.
Sales orders can be applied to an invoice if they have not been used for any other invoice, and if there has been no credit card deposit or credit card payment applied to the order. You can add a credit card payment or deposit to the invoice after applying all of the sales orders.
For each order added to an invoice, the fields listed below must all contain the same value. The first order selected in Invoice Data Entry is used to determine whether additional orders are valid. Some fields may not be available depending on your settings.
In the header section of the documents listed below, “Multiple” is printed in sales order number and customer purchase order number fields when applicable. The sales order number and customer purchase order number are printed in the line detail section.
When printing an invoice that includes multiple sales orders, the order date for the first order selected prints on the invoice.
In Invoice History Inquiry, “Multiple” appears in the Order No. field and, on the Main tab, in the Customer PO field when applicable. To view a sales order number or customer purchase order number, select a line on the Lines tab, and click the Additional Information button. The order number and customer purchase order number are shown in the Additional Fields window.
If a deposit was entered for multiple orders, the total deposit amount appears on the Main tab in the Deposit field, and a Deposit Information button appears next to the field. Click the button to open the Deposit Inquiry window, which lists the individual deposits.
The following changes were made in Sage 100 2018.2.
Click a link to see the enhancements listed in that section.
When you integrate Office 365 with Sage 100, you can use the Sage Contact app to view Sage 100 customer information in Outlook, including the following:
You can also edit contact information and create new customer contact records in Outlook, and the changes are updated to Sage 100.
An Office 365 Business Premium or Enterprise subscription plan and an Azure Active Directory subscription are required. For more details, see the Sage 100 Integrated Solutions Compatibility Matrix in the Sage Knowledgebase (article ID 48274).
For setup instructions, see Set Up Office 365 Integration in the help.
The following changes were made in the Accounts Payable module.
In Vendor Maintenance, you can open the new Invoice History Inquiry window by clicking the arrow button in the top-right corner of the screen and then clicking Invoices Inquiry. The window lists invoices and shows the invoice number, date, amount, purchase order number, order date, and ship-to location code.
From the Invoice History Inquiry window, you can:
The following changes were made in the Job Cost module.
Time Track is the new time entry feature that comes with the TimeCard module. Time Track replaces the features previously available in TimeCard, most of which have been kept and redesigned for better usability. Job numbers and cost codes can be associated with time entries created in the Payroll module so that you can update the labor costs to Job Cost.
For information on the Time Track features in the Payroll module, see the Sage 100 Payroll 2.18 Installation and Upgrade Guide, available online at: https://cdn.na.sage.com/docs/en/customer/100erp/2_18/open/Payroll_Upgrade.pdf
For setup instructions, see Set Up Time Track for Job Cost in the Sage 100 help.
The Enable Time Track for TimeCard check box has been added in Job Cost Options.
A Time Track menu has been added in the Job Cost module. This menu contains the following tasks:
For more information, see Post Time Track Entry Costs for Jobs in the help.
Note: Select Employee in the Sort By field when printing this register to use it as a replacement for the J/C Selection Audit Report that was previously available in the TimeCard module.
The Exclude from Certified Payroll Report check box has been added in Job Cost Maintenance. This field is available if the Payroll module is integrated with Job Cost.
Select the check box to exclude the job from the Certified Payroll Worksheet, which has been added to the Payroll Main menu.
An Earnings button is available in Cost Code Maintenance when Time Track is enabled for Job Cost and the option to validate cost code/earnings code combinations is enabled in Time Track Options (on the Payroll Setup menu).
Click Earnings to open the Valid Earnings Codes window and select earnings codes that are valid for the selected cost code. Combinations of cost codes and earnings codes are validated in Time Track Entry and Punch In/Out.
The Source Journals to Print field was renamed Source Modules to print. If you converted data that included TimeCard entries, they are still reflected in the TC module information. New Time Track entries are included when you select the JC source module.
The following changes were made in the Sales Order module.
A Print button has been added to the Sales Order and Quote History Inquiry window. You can click the button to print the selected order or quote.
If you need to reprint a range of orders or quotes, you can use the new Sales Order and Quote History Printing task, which has been added to the Sales Order Reports menu. You can select whether to include active, complete, and deleted orders as well as active and deleted quotes.
You now have the option to exclude sales orders that are in the process of being invoiced when printing the following reports:
The Workstation Synchronization program has been enhanced to update Sage 100 Standard workstations when you install a product update.
Click a link below to see enhancements made for that module Sage 100 2018.
Mobility for Bar Code (Formerly Bar Code)
The following changes are carried throughout multiple modules.
An in-line spell checker has been added. Misspelled words are underlined, and you can right-click them to open a menu with the following options:
The spell check feature has been added in the following locations:
When adding a multi-line user-defined field (UDF) to a screen, you can select whether to enable spell check.
SAP Crystal Reports 2016 now ships with Sage 100. The following new features are included in this version:
Important: You must uninstall earlier versions of SAP Crystal Reports before installing Sage Crystal Reports 2016 for Sage.
If you have Sage Fixed Assets installed on the same computer as Sage 100 2018, you may receive an error when trying to preview reports in Sage Fixed Assets. The error occurs because the two programs use a different version of the SAP Crystal Reports runtime engine.
An upcoming release of Sage Fixed Assets will resolve this issue. For information on how to resolve this issue in your current version of Sage Fixed Assets, see article ID 86606 in the Sage Knowledgebase.
The following changes have been made to the Sage 100 Desktop.
A Toolbar Mode button has been added to the top-right corner of the Desktop. Click this button to minimize the Desktop. You will then see only the tab labels for the ribbon and the status bar. When you click a tab label, the full ribbon is displayed until you make a selection.
When the Desktop is minimized, you can click the Expand the Ribbon button next to the Toolbar Mode button to keep the full ribbon in view even after making a selection.
If you start an application, such as Sage Payment Center, that runs in the embedded browser, the Desktop will be automatically expanded.
Forward and Back navigation buttons have been added for the embedded browser.
A new task, Service Notification Maintenance, has been added to the following locations:
Use this task to manage who will receive e-mails related to Sage services. E-mails are sent to let you know about scheduled maintenance, unplanned outages, or other events that affect your ability to use the service.
Currently the only service available is the Payroll Tax Calculation Engine, but additional services may be added in the future. Until you designate at least one person to receive service notifications, a message appears each time anyone accesses the Payroll module alerting them that a user must be set up in Service Notification Maintenance.
The following changes have been made in the Accounts Payable module.
The 1099 eFiling and Reporting task has been renamed Form 1099 Tax Reporting. Also, the Minimum YTD Payment field has been replaced with a Minimum YTD button. Click this button to open the Minimum YTD Payment window and enter the minimum payments for the corresponding Form 1099 boxes.
The following changes have been made in the Accounts Receivable module.
As part of the enhancements to the Payroll module, the following fields have been added to the Pay Cycle window that appears when updating the Commission Edit Register:
To protect sensitive employee information, the Workforce Statistics option has been removed from Business insights Dashboard.
The following changes have been made in Inventory Management.
A Status field has been added to Warehouse Code Maintenance. The three status options are Active, Inactive, and Restricted.
The Inactive status is intended for warehouses that are no longer in use. If a warehouse status is Inactive, you cannot select the warehouse in any data entry tasks.
A warehouse cannot be set to inactive if there is a record of inventory in the warehouse or if the warehouse is used in data entry or maintenance records, such as an open sales order or a ship-to address. If you try to change a warehouse status to inactive while the warehouse is in use, a message appears letting you know that the warehouse cannot be set to inactive. You can click the Details button in the message windows to see a list of records in which the warehouse is used.
A new check box, Display Inactive Warehouses in ALE Lookups, has been added to the Preferences tab in Company Maintenance. The check box is selected by default. Clear the check box if you don’t want to display inactive warehouses in lookup views.
The Restricted status is intended for a warehouse that is still in use but activity needs to be temporarily suspended, for example, to take inventory. If a warehouse status is Restricted, it cannot be selected in data entry tasks unless an exception is created in the new Allow Entry of Restricted Warehouse window.
To create exceptions, click the Allow Inactive Warehouse button, which is next to the Warehouse Status field and available when Restricted is the selected status. You can then select data entry tasks, and the restricted warehouse can be used in those tasks.
You can enter dates in the Restricted Start Date and End Date fields to automatically start and end a period in which the warehouse is restricted.
A permanent code, RESWH (Restricted Warehouse), has been added to S/O Cancel and Reason Code Maintenance.
The Job Cost module has been rearchitected to improve performance and usability.
These changes have been incorporated to make it easier to access data and complete tasks.
Batch entry can be used in the following tasks:
You can enable batch entry for each of these tasks and set the next batch number on the Entry tab in Job Cost Options.
On the History tab in Job Cost Options, you can select whether to retain history and set the number of years to retain history. The minimum is two years.
The utilities used to control the archiving, restoring and purging of Job Cost history have been updated for the new number of years option, and are now available on the Utilities menu.
The Summarize Cost Detail utility has been moved to the Utilities menu.
A Print Period End Reports check box has been added to the J/C Period End Processing window. If you select this check box, the J/C Period End Reports window opens when you click Proceed. The reports selected in Period End Report Selection are listed, and you can select which ones that you want to print. If no reports are selected in Period End Report Selection, the check box is not available.
The Bar Code module has been renamed; it is now the Mobility for Bar Code module. This section provides an overview of the changes. For more details on how the new features work, see the help.
The Mobility Remote Setup task has been added as part of the setup process for Scanco’s mobile application for Apple iOS and Android devices.
The Bar Code Options task has been renamed Mobility Options and offers a simple configuration for number of days to retain import history. Also the File tab has been removed.
The following four tasks have been added to import data collected on mobile devices.
You can use EZ Import exclusively; or you can use the module-specific import tasks listed above, in conjunction with Role Maintenance, to manage which types of transactions that users are able to import.
The new tasks show all data imported by type. For example, data for Physical Count and Issues is shown separately.
Use the new EZ Import Inquiry task to view and print all imported data within a specified date range.
The new EZ Import Reject Maintenance task displays detailed information in a grid view which you can use to make corrections as needed. This task replaces Rejected Import Maintenance.
The following reports show all data collected on mobile devices:
The following tasks have been renamed or replaced.
The following changes have been made as part of the redesign of the Payroll module.
The Payroll module has been redesigned to improve performance and usability. For details, see What's New in Sage 100 Payroll.
As a result of the extensive improvements to the Payroll module, the TimeCard module is not currently compatible with Payroll. However, a compatible version of TimeCard will be released in a product update during the first half of 2018.
If you currently use the TimeCard module and plan to use the updated version when it's released, two options are available:
You can now control whether users can create and run import and export jobs on a module-by-module basis. Module options to manage job access have been added to Role Maintenance for the following modules: