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

2. Introductions Kyle Zeigler Certified Sage Consultant

3. 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

4. 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)

5. 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

6. The Evolution in Security Kyle Zeigler Certified Sage Consultant

7. 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

8. Desktop Jeannie Flores Sr. Enterprise Certified Sage Consultant

9. 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

10. 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

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

12. 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

13. 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

14. 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.)

15. 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:

16. 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!

17. Upgrade Preparation Kathy Blakesley Sr. Enterprise Certified Sage Consultant

18. 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.

19. 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 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

20. presented and hosted by Thank you! Post Event Survey: We will send you an email with a link for online survey regarding this event. Complete the survey, and get the link to download this presentation!