Sage 100 Newsletter

Issue 3 – 2024

In This Issue

Product Retirement: Office 365 Contacts

INTRODUCING SAGE CONNECT

NEXT-GEN ACCOUNTS RECEIVABLE FOR SAGE 100

Designed to enhance Sage 100 core financial capabilities, the powerful new Sage Connect app not only automates accounts receivable workflow but also provides your customers with a self-service portal to review, download and pay invoices to save your accounting team even more time. Let’s take a look at some key features of Sage Connect and whether it’s a good fit for your operations.

What is Sage Connect?

Built on the Sage Network Platform, Sage Connect simplifies your accounts receivable processes with two key components including E-Invoicing and a self-service Customer Account Portal.
With E-Invoicing, you can send, receive, and track incoming and outgoing digital invoices which streamlines and automates an otherwise time-consuming, manual process. With the Customer Account Portal, you’ll empower your customers with the ability to check account status, download invoices, and view account history so you can get paid faster as well as minimize administrative time answering questions by phone and tracking down customer account records.

Key Benefits

A few key benefits of the new Sage Connect app include:

Get Paid Faster
Improve cash flow by empowering your customers with easy online access to review and double check their invoices and payments.

Automate Manual Processes
Integrated and accessible directly within Sage 100, Sage Connect delivers a simple and secure way to send, receive, and track invoices which frees up time for more value-added activities.

Gain Valuable Insight
Get real-time insight on e-invoicing activities and see which customers use the portal to access their invoices, so you can better forecast receivables and cash flow.

Improve Accuracy & Time to Pay
Avoid delays due to lost invoices, customer inquiries, and data entry errors.

Top Notch Accessibility and Security
Provide customers 24/7 access to their account information without the need for traditional passwords, thanks to advanced, secure authentication.

Ready to Get Paid Faster?

Contact us with your questions about the new Sage Connect for Sage 100 or to arrange a demo to see it in action.

SAGE 100 TIPS & TRICKS

How to Reverse a Cash Receipt

Businesses occasionally need to reverse a cash receipt. Whether the original entry was applied in the wrong amount, to the wrong customer, or for any other reason, follow these simple steps to reverse the cash entry.

Steps to Reverse a Cash Receipt Entry

Follow these steps to reverse a cash receipt entry in Sage 100:

Step 1
In the Sage 100 navigation menu, select Accounts Receiva- ble Main menu > Cash Receipts Entry to launch the Cash Receipts deposit window.

Step 2
In the Cash Receipts Deposit window, enter the deposit number, description, bank code, and deposit date. Refer to these Cash Receipts Deposit Fields for more detail.

Step 3
In the Cash Deposit Amount field, enter the deposit as a negative amount and click Accept (Note: The Cash Deposit Amount field is available only if the ‘Require Deposit Amount’ check box is selected in A/R Options).

Step 4
In Cash Receipts Entry window, enter the same customer and check number as the original receipt.

Step 5
In the Amount Received field on the header tab, enter a negative amount. Then, click the Lines tab, select the invoice or invoices that were paid with the original receipt and click Accept.

Step 6
Lastly, print and update the Cash Receipts Journal.
Thats it. The original Cash Receipt entry is now reversed.

Product Retirement Notice:

Office 365 Contacts

Sage has made the decision to retire the Microsoft 365 Connector and Office 365 Contacts with the release of Sage 100 2025.0 (currently scheduled for April 2025).
In short, these add-ons allowed you to view select Sage 100 Customer information from within Microsoft Office 365. However, it was not a widely-used feature among customers so Sage made the decision to retire the product and focus those resources on innovating other areas of the product.
Customers already using the connector can continue to do so. However, after the release of Sage 100 2025, the add- ons will no longer be available for new installation.