July 2015 Newsletter

Below is an expanded list of new features in the most recent Sage 100 ERP version 2015, which was released April 7. Please contact our office to schedule your upgrade. Keep in mind that version 4.5 no longer receives product or yearend updates. If you are currently on version 4.5, you will need to upgrade prior to 2015 yearend in order to receive the Yearend and Tax Table updates. 


Library Master/Paperless Office

- Company Preferences “Enable Company Specific Color” to include borders and frames.

- Added a new User Preference to default to the current module when switching companies.

- Updated Amyuni driver for Paperless Office.

- Journals/Registers will now default the Print Full Comments checkbox to the last value used.

- All reports now allow direct access to the associated Paperless Office Viewer by using the Save drop down menu.

- Added printing tasks for approx. 17 reports previously not available in Paperless Office.

- Performance improvements for printing checks and extended stubs to PDF through Paperless Office.

General Ledger and Bank Reconciliation

- Added ability to sort columns in Bank Rec entries using Excel as the model.

- The GL Detail Report now prints Out of Balance when the Total Debits are not equal to Total Credits.

- Added a button in Account Maintenance on the Transactions tab to reverse a journal by creating the entries in General Journal Entry. 

- When entering an unformatted GL Account Number in report selections, the value will automatically be formatted just like Account Maintenance.

- New sample bank format for the Positive Pay Export Wizard.

- Update the remit to name to Bank Rec (when ‘Print Remit To Information” is selected in check printing) instead of the Vendor Name. This is required for positive pay export.

Accounts Payable, Accounts Receivable and Credit Card Processing

- Expanded the Vendor Name field to 50 characters.

- Added Level 3 credit cards processing for reduced fees.

- When creating a *PRNT* check, the print button will still be accessible even after the check is initially printed the check number is written to the table, allowing the check to be reprinted.

- Salesperson Commission Report now has a Pay Date as one of the selections.

- Column sorting has been added to a number of selection screens including Invoice Payment Selection and Manual Check and Payment Entry in AP and Cash Receipts Entry in AR.

Sales Order, Purchase Order, and RMA

- Added Purchase Order History (similar to Sales Order/Quote History).

- Added the ability to “copy from” when creating a new purchase order.

- Added a new PO Option on the Generate tab that allows the user to select to either sort by Item Code or Sales Order Line No. when creating a new PO through generation.

- Added the Batch Number to “This order is currently being...” in Purchase Order and Sales Order dialogs.

- Added new columns to grid for allocated freights or landed cost, and sales tax to PO Receipt History Inquiry.

- A fix button has been added to Sales Order Entry to reauthorize a credit card for payment when the first expiration has expired due to an unexpected delay. This will process a second pre-authorization.

- A warning will now be displayed when leaving the Item Packaging Maintenance dialog in Shipping Data Entry if the quantity shipped doesn’t match the quantity packed.

- Ship Via has been added to Customer Ship To Address screen.

Inventory and Bill of Materials

- Added a new field in Item Maintenance Transactions tab to drill into the GL Source Journal. 

- Added Copy From for Product Line.

- Added new Module Options to allow access to each Inventory Transaction Entry type. 

- In Item Maintenance, added the ability to launch Bill of Material. 

- Last Physical Count Date will now update by Item and Warehouse with both fields viewable in Item Maintenance/Inquiry.

- Added Sort and Selection by Item to the IM Item Audit Report.

- Copy Item in Item Maintenance now allows user to exclude Item Vendors and Alias Items.

- Added separate Role Maintenance security for Item Vendors Maintenance accessed through Item Maintenance.

Payroll

- Enhancement to support Affordable Care Act (ACA) including a Crystal Report (ALE report) using Perpetual History to help determine if they are a large employer who is required to report in 2016.

- Two ways to access ACA Employee Maintenance from within Payroll; ACA button in Employee Maintenance and ACA folder on the Main Payroll Menu.

- In ACA Employee Maintenance, a copy button has been provided to copy the information entered on a line to all subsequent lines beneath that line to simplify data entry of all the insurance coverage information for each employee.

Please refer to the Sage 100 Requirements on our website for the hardware requirements for this version.

To accommodate the employer reporting requirements for the Affordable Care Act, Sage has released product updates that will include a new Crystal Report to help determine if you qualify as an Applicable Large Employer plus additional interface screens for data pertaining to this requirement. The release dates by Sage 100 version are as follows:

2015 PU1 – April 7, 2015

2014 PU5 – March 30, 2015

2013 PU9 – Date to be determined. This will be the last scheduled product update for Sage 2013.

4.50 PU8 – Date to be determined. This will be the last scheduled product update for Sage 4.50 

Please refer to the Supported Versions article on page 5 for the dates for end of support and yearend updates.

IRS requirements for reporting 6055 and 6056 information will be done on forms, 1095-C, 1094-C, 1095-B, and 1094-B through the Federal eFiling option with Aatrix. Aatrix has not yet given a release date for these forms. You can get more information and sign up to receive Aatrix ACA product release information at their Aatrix Complete ACA eFiling site: 

http://www.aatrix.com/aca

Unlike previous Windows releases, you won't have to go to a store – whether online or brick and mortar – to get your Windows 10 upgrade. Windows 10 will come as a free upgrade to anyone with a Windows 7, Windows 8 or Windows 8.1 PC. Customers with Windows Phone 8.1 will also be eligible for a free Windows 10 upgrade on their smartphones. Though July 29 is the official date, the upgrades will be available in phases and volume-license availability won’t be until the first of August.

Windows 10 will be Microsoft's first major update to its operating system in three years. Microsoft understands that Windows 8 wasn't well-received by customers, and most of its updates to Windows 10 reflect that. 

The new Windows offers a familiar experience to Windows 7 users who never made the jump to Windows 8, while still bringing some innovations to the PC that tablet and smartphone users have become accustomed to. 

Here's a quick recap of what Windows 10 has to offer:

Start is back: Windows 10 brings back the Start menu, which organizes all of the PC's program files, folders and settings as well as tiles that were abundant in Windows 8. 

The desktop is back too: Windows 10 boots straight to the desktop, and it stays there. You can run multiple desktops too, if you'd like. If you have a tablet or a tablet-laptop hybrid, Windows 10 will automatically adjust to deliver the best experience for the screen it's running on through a feature called Continuum. 

Edge: Internet Explorer is taking a backseat to a new and improved Web browser called Microsoft Edge. It supports extensions and applications, offline reading and reading mode, lets you write directly on websites, and integrates Cortana to give you directions to restaurants and other locations. 

Cortana: Microsoft's Siri-like Cortana voice assistant will live in the task bar. You can ask it to do a number of tasks either by typing or saying "Hey Cortana" and then speaking your command. When you click on the "Ask me anything" search box next to the Start button, Cortana will give you a list of weather, news and other events tailored to your interests. It can tell you about your computer and launch apps. 

Notifications: A new Action Center gives you a quick glance at your PC's status. Emails, updates and app messages all appear in a drawer that pulls out from the right hand side of the screen. 

Security: You can even unlock Windows 10 with facial recognition software, finger print scans or an iris reader. The feature, called "Windows Hello," requires some special equipment -- most PCs don't come with biometric scanners installed. 

Phone-like updates: If you upgrade to Windows 10, you'll get free Windows upgrades for the life of your PC or phone. 

To reserve a free installation of Windows 10, Microsoft will be sending existing Windows customers notifications. Look for an icon that will pop up in your system tray at the bottom of your screen. If you click on the icon, Microsoft will allow you to complete the reservation process. 

If you are a Sage 100 user, DO NOT upgrade your operating system to Windows 10 at this time. Sage has not yet tested the compatibility of Windows 10 with Sage 100 and until they issue a release that tells us it’s compatible, all Sage 100 users should not install Windows 10. 

Compiled from CNN

age 100 Supported and Retired Versions

*Electronic Reporting:

As previously announced, the Electronic Reporting module (formerly known as Magnetic Media Reporting) has been retired. Please note, you still have the ability to print Payroll and Accounts Payable tax forms using the Federal or State eFiling menu tasks. You can print and/or electronically file W-2, 941, 1099, plus 330+ signature-ready federal and state tax forms to plain paper. There is no cost to print, but there is a minimal cost to eFile.  

**Sage will release the last product update for Sage 100 ERP versions 4.50 and 2013 (5.0) to enable the recording of Payroll data for the Affordable Care Act (ACA), release date to be determined. 

***Sage reserves the right to determine if and when Hot Fixes will be issued.

Retired Versions:
Sage ERP MAS 200 SQL version 4.45 (released 11/2010) was retired September 30, 2012 
- Sage 100 ERP (formerly Sage MAS 90 and 200) version 4.40 (released 02/2010) was retired September 30, 2014 
- Sage ERP MAS 90 and 200 version 4.30 (released 06/2008) was retired September 30, 2013 
- Sage ERP MAS 90 and 200 version 4.20 (released 10/2007) was retired September 30, 2012 
- Sage ERP MAS 90 and 200 versions 4.10, 4.05, and 4.00 (released 10/2005, 11/2004, and 04/2004, respectively) were retired September 30, 2011 
- Sage ERP MAS 200 SQL versions 3.74, 3.73, and 3.72 (released 07/2007, 12/2005, and 11/2004, respectively) were retired September 30, 2011 
- Sage ERP MAS 90 and 200 version 3.71 (released 11/2002) was retired September 30, 2010

By Mary Mays

Within the last month, we’ve seen an increase in CryptoWall 3.0 malware. CryptoWall 3.0 is a file-encrypting ransomware program that targets all versions of Windows including Windows XP, Windows Vista, Windows 7, and Windows 8. When you are first infected with CryptoWall it will scan your computer for data files and "encrypt" them using RSA encryption so they are no longer able to be opened. Once the infection has encrypted the files on your computer drives it will open a Notepad window that contains instructions on how to access the CryptoWall Decryption Service where you can pay a ransom to purchase a decryption program. The ransom cost starts at $500 USD and after 7 days goes up to $1,000. This ransom must be paid in Bitcoins and sent to a Bitcoin address that changes per infected user. 

Following are signs of infection by the CryptoWall file-encrypting ransomware trojan program (or similar, related or copycat program) that targets Windows operating system machines:

•  All modules, tasks, and/or buttons are missing in the Sage 100 ERP Desktop 

•  Tab and Enter keys do not work in task windows

•  Tab key will act as the Enter key when logging in or navigating tasks and panels 

•  "Error #2: End-of-file on read or file full on write" when attempting to access Sage 100 ERP Advanced 

•  Various files such as Microsoft Office Word or Excel or Portable Document Format *.PDF or text *.TXT files are also encrypted and cannot be opened. This includes text files that Sage 100 ERP uses to display available modules, tasks, and toolbar buttons - and is the first sign users get that there is something wrong. Attempts to open these files may show that they contain random characters instead of legible text. 

CryptoWall is distributed via emails with ZIP attachments that contain executables that are disguised as PDF files and can also appear to be Word docs. These PDF files pretend to be resumes, invoices, purchase orders, bills, complaints, or other business communications. When you double-click on the fake PDF, it will infect your computer with the CryptoWall infection and install malware files. Once infected, the installer starts to scan all of your computer's drives, including removable drives, network shares and even DropBox mappings, for data files that it will encrypt. 

When the infection has finished scanning your computer it will also delete all of the Shadow Volume Copies that are on the affected computer. It does this because you can potentially use shadow volume copies to restore your encrypted files. Now that your computer's data has been fully encrypted, it will display the DECRYPT_INSTRUCTION.TXT and DECRYPT_INSTRUCTION.HTML files that were created on your Desktop. These files contain information about what has happened to your data and instructions on how to pay the ransom. In most cases, once CryptoWall launches this document it will remove the infection files from your computer as they are no longer necessary.

Unfortunately at this time there is no way to retrieve the private key that can be used to decrypt your files without paying the ransom on the CryptoWall Decryption Service. Brute forcing the decryption key is not realistic due to the length of time required to break an RSA encryption key. Also, any decryption tools that have been released by various companies will not work with this infection. The only methods you have of restoring your files is from a backup, file recovery tools, or if you’re lucky from Shadow Volume Copies. For Sage 100, paperless documents, parts of the workstation installation, log files, txt files and jpg files can be encrypted, while the actual Sage data files have not been encrypted. We still have to replace the encrypted files from a backup.

Make sure you have a solid backup strategy and that you are verifying it every day. As a proactive service to our clients, our IT staff has been reviewing all of our client’s backups. We have been making calls to be sure that someone on your staff is aware of the backup procedure and is getting notifications for completions and/or failures.

Compiled from bleepingcomputer.com

As most of you know, the Kansas sales and use tax rate increased from 6.15% to 6.5% on July 1, 2015. This means that all of the KS jurisdiction codes will need to be increased .35%. Many of you are using the jurisdiction codes for the combined state, county and city rates. For example, WICSG is the code for Wichita, Sedgwick County and the current rate for that code is 7.15% and it will increase to 7.5%.

The rate changes are done in Library Master/Setup/Sales Tax Code Maintenance. You will change the rate on both the Taxable Freight (TF) and Taxable (TX) lines. Changing the rates on the Sales Tax Code Maintenance screen will change the rates used for all companies. If you are using the jurisdiction codes for the combined rates, you will change the rates only on the jurisdiction tax code. If you calculate use tax in Accounts Payable, also check the Purchases checkbox for Taxable and Taxable Freight.

If you are using separate tax codes for the state, city and county rates (and combining those separate tax codes to create the Tax Schedule), you will change the rate on just the Kansas tax code from the 6.15% to the new 6.50% rate.  

These rate changes can be entered manually at the Sales Tax Code Maintenance screen or PSI can import the new rates in for all of the Kansas jurisdiction codes if you have the Visual Integrator module.  

The Kansas Department of Revenue has provided a listing of all the jurisdiction codes along with their new rates on their website. 

Since these new rates went into effect on July 1, you will want to complete all of your June invoicing before changing to the new rates. And you will want to delay any July invoicing until you have the new rates in place. 

Once you have entered the new rates on the tax codes, the Sales Tax Calculation Utility on the Accounts Receivable Utilities menu can be used to recalculate the sales tax on the following items. You can recalculate for all of these items or just the one you need sales tax recalculated for. 

 

Sales tax compliance isn’t for wimps. Just ask accountants and tax managers. After all, compliance isn’t just number crunching and spreadsheets. Following the sales tax rules of a jurisdiction involves far more than just finding the right tax rate. From product taxability to tax-exempt transactions to sales tax holidays, compliance tasks can hamstring even the most efficient operations.

Savvy tax managers know sales tax compliance is a difficult but worthy task. Get familiar with these Six Common Sales Tax Registration and Filing Errors and gain some best practice tips for overcoming them.

1. Not knowing nexus.  

Identifying where you have nexus is critical to knowing if you have a sales tax obligation.

2. Failure to register. 

Knowing where, when, and how to register to pay tax is crucial.

3. Wrong forms and formats.

Many states are starting to require electronic filing and payment of sales tax.  Knowing which states have what requirements is challenging.

4. Late filing.

Identify changes to state filing schedules or prepayment requirements in order to avoid fines and late fees.

5. Remittance errors.

Reconciling transaction records with sales tax payable accounts.

6. Automate.

Avalara (Sage Sales Tax module) can automate your sales tax process to avoid filing issues along with penalties and fines. 

 

Click here for detailed information on each of these issues and how Avalara can help.