presented and hosted by Smooth Sailing: How to Upgrade Sage 300

Introductions Kyle Zeigler Certified Sage Consultant

PRIVATE & CONFIDENTIAL INFORMATION of LEDGERWOOD ASSOCIATES, INC. NOT TO BE REPRODUCED WITHOUT PERMISSION | 2012 | #3 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

PRIVATE & CONFIDENTIAL INFORMATION of LEDGERWOOD ASSOCIATES, INC. NOT TO BE REPRODUCED WITHOUT PERMISSION | 2012 | #4 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)

PRIVATE & CONFIDENTIAL INFORMATION of LEDGERWOOD ASSOCIATES, INC. NOT TO BE REPRODUCED WITHOUT PERMISSION | 2012 | #5 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 Security Kyle Zeigler Certified Sage Consultant

PRIVATE & CONFIDENTIAL INFORMATION of LEDGERWOOD ASSOCIATES, INC. NOT TO BE REPRODUCED WITHOUT PERMISSION | 2012 | #7 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

Desktop Jeannie Flores Sr. Enterprise Certified Sage Consultant

PRIVATE & CONFIDENTIAL INFORMATION of LEDGERWOOD ASSOCIATES, INC. NOT TO BE REPRODUCED WITHOUT PERMISSION | 2012 | #9 Desktop vs. Ts Main  A productivity tool!  The evolution of desktop (speed and security)  Launch tasks and reports without using a licensed module  Dashboards

PRIVATE & CONFIDENTIAL INFORMATION of LEDGERWOOD ASSOCIATES, INC. NOT TO BE REPRODUCED WITHOUT PERMISSION | 2012 | #10 Desktop Demystified  Where it is  Icon in Sage Program list  What it is  Centralized task map  Dashboard display  Security container

Backups and File Tools Gary Jacobson Sr. Enterprise Managing Sage Consultant

PRIVATE & CONFIDENTIAL INFORMATION of LEDGERWOOD ASSOCIATES, INC. NOT TO BE REPRODUCED WITHOUT PERMISSION | 2012 | #12 Whens and Hows of Backing Up  Backing up a whole file folders  Backing up individual application files  Knowing which files to backup  Storing inside/outside the data folder  Demo: file tools versus master file pointer

PRIVATE & CONFIDENTIAL INFORMATION of LEDGERWOOD ASSOCIATES, INC. NOT TO BE REPRODUCED WITHOUT PERMISSION | 2012 | #13 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

PRIVATE & CONFIDENTIAL INFORMATION of LEDGERWOOD ASSOCIATES, INC. NOT TO BE REPRODUCED WITHOUT PERMISSION | 2012 | #14 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.)

PRIVATE & CONFIDENTIAL INFORMATION of LEDGERWOOD ASSOCIATES, INC. NOT TO BE REPRODUCED WITHOUT PERMISSION | 2012 | #15 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:

PRIVATE & CONFIDENTIAL INFORMATION of LEDGERWOOD ASSOCIATES, INC. NOT TO BE REPRODUCED WITHOUT PERMISSION | 2012 | #16 Pervasive Data File Structure For individual files, use File Tools. The NEW.PRT file is just the tip of the iceberg!

Upgrade Preparation Kathy Blakesley Sr. Enterprise Certified Sage Consultant

PRIVATE & CONFIDENTIAL INFORMATION of LEDGERWOOD ASSOCIATES, INC. NOT TO BE REPRODUCED WITHOUT PERMISSION | 2012 | #18 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.

PRIVATE & CONFIDENTIAL INFORMATION of LEDGERWOOD ASSOCIATES, INC. NOT TO BE REPRODUCED WITHOUT PERMISSION | 2012 | #19 Use the Checklist!  Where do I find the checklist?  Upgrade 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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