What’s New in the Latest Release – Sage 100 2021

Sage 100 Version 2021 has introduced over 26 new features, many of which were suggested by the over 14,000 active customers using the product today. Here’s a look at some of the newest features we think you’ll like.

To view a full list of the new features and enhancements, view the What’s New in Sage 100 2021 pdf.

Better Record Keeping

Sage 100 customers who send orders, invoices, and other business documents through the system now have a detailed log to help you confirm that the emails were sent without any issues. Plus, Sage 100 2021 now supports PDFs, Word docs, JPEGs, and other file types to be associated to your journals and registers.

Expanded Email Options

Sage 100 now offers Oauth to authenticate SMTP email requests. Sage customers who use email providers like Gmail or Outlook which require 2-step authentication can now use those email providers directly in the system.

Enhanced User Roles and Security

Sage 100 2021 adds several pre-defined role templates, making it easier to create roles that are specific to your business. Role Maintenance has been enhanced to allow you to quickly assign or remove users to roles, apply changes to multiple roles, along with enhanced search and filtering capabilities to find tasks and security options more easily.

Here’s a more in-depth look at these new security capabilities.

New Security Menu

A new Security Menu has been added to the Library Master module which includes several new tasks, as well as some that were relocated from other menus. These tasks include Administrator Tools, Export Roles (subscription only), Import Roles (subscription only), Role Maintenance, Role Report, Role/User Inquiry (subscription only), User Maintenance and User Report.

Role Maintenance Enhancements

Role Types:  A Type field has been added including Admin, Auditor, Employee, and others . You’ll be required to select a type when creating new roles. Existing roles created in earlier versions of Sage 100 will automatically convert over.

Importing and Exporting Roles:  Click the Import and Export buttons to import and export roles. When you export roles, they are exported to the file and location that you specify. When you Import a role, you can select which of the roles included in the import file that you want to import.

Applying Role Changes to Other Roles:  After making a change to a role, you can click the Apply button to open the Apply Role Changes window. In this window, you can select which changes to apply and to which roles they should be applied.

Role Templates:  When creating a role, you can Copy from one of several pre-defined role templates. Templates have been added for most modules and available based on modules installed.

Sage 100 2021 Role Templates

Role Report Enhancements:  When printing the Role Report, you can select the Role Template Details option to view a list of all permissions available for one or more role templates. The Include Tasks and Events with No Access check box added in the 2020.1 update has been replaced with an Include Tasks and Options field. This field specifies whether to print tasks and security options for which the role has access, no access, or both.

Simplicity and Security

These new features not only make it easier to manage security and user roles, but can also be helpful for companies that need to demonstrate regulatory compliance and show exactly who has access to which areas of Sage 100 software.

Other Notable Enhancements

There are also over 20 other notable enhancements in Sage 100 2021 including:

Display Company Type – Company type now displays in Company Code lookup.  New check box fields on Preferences panel in System Configuration allows customers to control which company type(s) will appear on the window caption.  New Build Search Index Utility gives you the ability to select Company Types to include when building a search index.

Sage 100 2021 - Display Company Type

Sales Order Recap – Now you can run all sales recap reports with just a single click.

Sage 100 2021 - Sales Order Recap

Purchases Clearing – a new history report allows you to reconcile purchases clearing at any time.

NEC-1099 – the non-employee compensation form is now available in purchase order.

Purchase Order – PO module now displays line detail for receipt invoices in history.

Sage 100 2021 - Expanded PO Receipt of Invoice History Details

Copy Forms and Reports – Now you can copy custom forms and reports in Company Maintenance.

A/P Open Invoices Paid Today Reset – There is a new utility to verify that the Paid Today field is set correctly in the Accounts Payable Open Invoice file.

Check Number Expansion – There is new schema and programming updates to full support 10-digit check numbers in AP, PO, BR, GL, CI and PR.

To view a full list of the new features and enhancements, view the What’s New in Sage 100 2021 pdf.

Many of these new features were suggested by customers through the Sage 100 Ideas Website. If you have an idea to submit (or vote on current ideas), be sure to check it out.

If you have questions about any of the new features in Sage 100 2021, or would like assistance upgrading your Sage 100 software to the latest version, please reach out to our Sage 100 team members.

Register for our Sage 100 newsletter today!

©2021 Juice Marketing, LLC. All rights reserved. This article content may not be reproduced (in whole or in part), displayed, modified, or distributed without express permission from the copyright holder. For permission, contact http://www.juice-marketing.com.