WHAT’S NEW IN THE LATEST RELEASE

Sage 300 2021 (and Sage 300cloud 2021) was released on September 14, 2020. Here’s a look at what’s new in this latest version that includes a range of new features to streamline workflow along with security enhancements to keep your data safe.

Send Invoices and Accept Payments Faster

Sage has partnered with both PayPal and Stripe to help you process payments even faster and easier. With this new capability that’s built directly into Sage 300cloud 2021, you can add a Pay Now link to your invoices, bringing the same online payment convenience that customers and consumers have come to expect.

Payments made using this new 300cloud e-invoicing feature will automatically create AR entries in your ERP software which saves you time and reduces errors. In addition, customer payments via “Pay Now” will be remitted to your business account with the payment providers’ fees recorded as a bank entry to record the expense in Sage 300. This will be a HUGE time-saver, especially for Sage customers that are currently using a 3rd party application to process electronic invoices, some of which require manual updates to record payments in Sage 300.

Refer to these instructions for detailed guidance on connecting to a provider and accepting electronic payments.Note: This new feature is available in Sage 300cloud only.

Tax Withholding for Sales Transactions

In addition to the ability to withhold taxes for purchases (a feature that was rolled out last year), this new capability in Sage 300 2021 enables you to withhold sales tax at the point of sale and record those transactions as needed. This is very helpful for customers who do business in different tax jurisdictions with these tax withholding requirements.

You can withhold some or all of the tax amount – which can be calculated based on the sales price or as a flat amount per transaction.

Note: This new feature is available in Sage 300cloud only.

Sage 300cloud Web Screen Updates

If you’ve been using Sage 300 for a while, you already know that each release continues to enhance the newer Sage 300cloud web screens and Sage 300 2021 is no exception. Here’s a look at what’s new:

Text Size Control – A new Text Size setting gives you better control over the size of text on web screens. As an example, sometimes using smaller text allows you to see more fields and controls without having to scroll down the page.

Specify Bill of Material (BOM) Numbers – For transactions created from scratch in the O/E Shipment Entry or O/E Credit/Debit Note Entry screens (that is, a shipment not created from an order, or a credit/debit note not created from an invoice), you can now specify a Bill of Material (BOM) number in the Kit/BOM field when entering details.

Customize Report Printing – In Sage 300cloud web screens, you can have a maximum of ten screens open at a time. By default, each printed report you have open counts toward this limit of ten screens – but with these new controls, you can now customize web screens so that printed reports do not count toward the limit.

As a refresher, web screens run in parallel with the classic Sage 300 desktop screens, so there’s no need to choose between desktop or web. Everyone in your organization can use the interface that best suits their needs, while working seamlessly with a single shared set of company data. For more information, refer to our Sage 300 Web Screens FAQs.

See Also: What’s New in Sage 300 2020

Sage 300cloud Web Screen Updates

If you’ve been using Sage 300 for a while, you already know that each release continues to enhance the newer Sage 300cloud web screens and Sage 300 2021 is no exception. Here’s a look at what’s new:

Text Size Control – A new Text Size setting gives you better control over the size of text on web screens. As an example, sometimes using smaller text allows you to see more fields and controls without having to scroll down the page.

Specify Bill of Material (BOM) Numbers – For transactions created from scratch in the O/E Shipment Entry or O/E Credit/Debit Note Entry screens (that is, a shipment not created from an order, or a credit/debit note not created from an invoice), you can now specify a Bill of Material (BOM) number in the Kit/BOM field when entering details.

Customize Report Printing – In Sage 300cloud web screens, you can have a maximum of ten screens open at a time. By default, each printed report you have open counts toward this limit of ten screens – but with these new controls, you can now customize web screens so that printed reports do not count toward the limit.

As a refresher, web screens run in parallel with the classic Sage 300 desktop screens, so there’s no need to choose between desktop or web. Everyone in your organization can use the interface that best suits their needs, while working seamlessly with a single shared set of company data. For more information, refer to our Sage 300 Web Screens FAQs.

See Also: What’s New in Sage 300 2020

Other Notable Updates in Sage 300 2021

Here’s a quick rundown of a few other new features or enhancements that are worth noting:

Longer Numbers for Checks and Deposit Slips – you can now enter check and/or deposit slip numbers that are up to fifteen characters long (except in Sage 300 Payroll, where check numbers can be up to nine characters long).

Specify Customer Account Sets in O/E Templates – you can now specify customer account sets in Order Entry templates.

Stronger Default Security – When you install Sage 300 2021 new (rather than upgrading from a previous version), security is turned on by default. User passwords must include both letters and numbers, and be at least 8 characters long.

Sage 300 Payroll (U.S.) – when setting up federal income tax for an employee, you can now indicate if the employee is a Non-Resident Alien. This release also includes legislative updates for several states and local jurisdictions.

Bank Services – when you reverse a payment (using Bank Reverse Transactions screen) that includes withheld tax amounts, the offsetting tax tracking record and offsetting update to 1099/CPRS statistics are created.

Contact us at support@aptusbusiness.com.au for further information.

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