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Smooth Sailing:How to Upgrade Sage 300

IntroductionsKyle ZeiglerCertified Sage Consultant

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Overview of System Enhancements

The evolution of Sage Timberline Office 9.5 (2009) – no longer supported

Security is centralized and enhanced New field reports added to Project Management Archive leases added to Property Management

9.6 (2010) -- no longer supported 64-bit operating system compatibility New fields in GL: 5 additional year-end balances and 9 years

of additional activity balances Archive jobs added to Project Management Ranges feature added to Crystal Report designs Address Book integration with Sage CRM

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Overview of System Enhancements

9.7 (2011) – no longer supported Sage Installation Manager Electronic payroll reporting and efiling with Aatrix Excel-based reporting with Office Connector Estimating quantity takeoff integration

9.8 (2012) – supported for year-end 2013 Credit Card Management New Aatrix reports: WH-347 and Human Resources Forms PJ Change Request task security Pervasive database upgrade (possible 150% increase in data size)

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Versions Overview

Introducing Sage 300 Construction and Real Estate 12.1 (March, 2013)

Product rebranded Electronic payments in Accounts Payable Enhanced inquiry reporting Export to Excel Subcontractor Compliance Management

Lien waiver records moved from AP to JC Custom lien waivers no longer work

13.1 (July, 2013) Support for Windows 8 and Server 2012 User interface improvements in AR, GL, JC

The Evolution in SecurityKyle ZeiglerCertified Sage Consultant

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Updates in Security

How does it work? Desktop > Tools > Security Administration User Setup

First User ID should be Security & Application Admin Define User IDs and password rules

Add Roles and Company folders to User ID Defining Roles

Task security – user limitations by menu items Example: Roles by job description

Record security – user limitations by data Example: Roles by prefix name

Setup User > Select the Roles for the user

DesktopJeannie FloresSr. Enterprise Certified Sage Consultant

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Desktop vs. Ts Main

A productivity tool! The evolution of desktop (speed and security) Launch tasks and reports without using a licensed module Dashboards

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Desktop Demystified

Where it is Icon in Sage Program list

What it is Centralized task map Dashboard display Security container

Backups and File ToolsGary JacobsonSr. Enterprise Managing Sage Consultant

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Backup Methods

Full Data Folder Backups using Windows copy or backup software (tape, CD, external drive). Do NOT use Incremental File Backups!

Full Data Folder Backups using File Tools Individual File Backups using File Tools

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When to Backup?

Regular Scheduled Backups (Daily, Weekly, Monthly – TEST them!)

In preparation for an upgrade Before performing critical tasks (closing the month,

archiving data, etc.)

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What to Backup?

“Timberline Office” Shared Folder Company Data Folders Additional File Locations – Custom Reports, PR Tax

file (check your data folder File Locations).

For Daily Backups and when doing an upgrade:

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Pervasive Data File Structure

For individual files, use File Tools. The NEW.PRT file is just the tip of the iceberg!

Upgrade PreparationKathy BlakesleySr. Enterprise Certified Sage Consultant

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Why might you need to upgrade?

Government changes in Payroll or Accounts Payable reporting requirements.

Increased Functionality. Current version is no longer supported by Sage.

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Use the Checklist!

Where do I find the checklist? Upgrade email received from Sage – provides links to each document If you have downloaded the executable file, check the “Documents” folder:

User’s Guide – provides hyperlinks by document Docs_web_page.pdf – provides hyperlink to all documents

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