March 2015 Newsletter
age 100 Support for the Affordable Care Act Reporting Requirements for 2015

Effective 2015, employers with 50 or more employees (or a combination of part time and full time equivalents (FTE) employees to 50 full time employees) will be subject to the Employer Shared Responsibility provisions. Employers will be required to track information concerning employee coverage by month and the number of full time employees for reporting purposes. The IRS released the final versions of the forms for ACA reporting in February, 2015. Due to this late release date, Sage and Aatrix have been diligently working to provide the updates and forms necessary for the reporting requirements. 

IRS requirements for reporting 6055 and 6056 information will be done on form 1095-C, 1094-C, 1095-B and 1094-B. Aatrix has not yet given a release date for the availability of these forms.

To accommodate the employer reporting requirements, Sage has scheduled the following release dates for the product updates that will include a new Crystal Report to help determine if you qualify as an Applicable Large Employer (ALE) plus additional interface entry screens for data pertaining to this requirement. 

2014 PU5 – March 30, 2015

2015 PU1 – April 7, 2015

2013 PU9 – Date to be determined

4.50 PU8 – Date to be determined

As you will note, this product update will also be included in the newest version, 2015, due out April 7th. As we reported in the December 2014 newsletter and the Payroll Yearend email notices, in order for the ACA reporting to pull your Payroll data correctly you MUST have selected to Retain Perpetual History in Payroll Options prior to processing your first payroll in 2015 for each company code requiring ACA reporting.

At this time Sage anticipates this Product update to include the following;

•  New Crystal Report to help you determine if you qualify as an Applicable Large Employer (ALE) that is required to report on your compliance with providing affordable healthcare to your employees.

Currently companies with 50 + full time equivalent employees will be required to file a report in January, 2016 (for Tax Year 2015). This report will provide options to report on the total number of employees, the number of full time employees, the number of full time equivalents (FTE), and the average number of hours worked by employee (per calendar month). This report will pull data stored in the perpetual history file. 

•   New interface screens that will be accessed from a new Payroll menu task or from within Employee Maintenance with an ACA button that will allow you to enter or import in the employee’s dependent(s) and health insurance offering data required on the forms.

•   Regardless of whether the employee has accepted your offer of coverage, monthly detail of the offer must be tracked for reporting purposes.  

•   When an employee has accepted your offer of coverage, you will be able to enter the information needed for reporting purposes on the covered individuals. 

•  If you are reporting on more than one company, you will have an option to select the Aggregated Group Indicator to allow entry of additional companies included on the report. 

We have additional information available upon request including screen shots of the new entry process.   

In our ongoing effort to keep our client’s data safe, we’re sharing an article from the Scambuster.org newsletter. 

There’s no end to the ingenuity of scammers when it comes to stealing credit card numbers, as we’re about to explain in this week’s Snippets issue.

In one of the latest tricks, what seems to begin as a lovely gesture turns into a sneaky and clever trick to get your card number, plus the security code on the back, right on your doorstep.

You’re almost bound to feel thrilled and intrigued when a uniformed courier turns up at your front door with a bottle of wine and a basket of flowers.

And because he’s delivering alcohol, maybe you won’t feel surprised or suspicious when he tells you there has to be a special, small delivery charge of $3.50.

But because he’s supposedly not allowed to handle cash, he tells you he needs to collect your payment via credit card.

He swipes your card and checks the security number on the back, tips his peaked cap and is soon on his way.

What you don’t know is that when he swiped your card and read your security number, he instantly transmitted them to an accomplice in another state, who now has your name, address and all relevant card details.

Literally within seconds, the accomplice uses those details to make Internet purchases worth several thousand dollars, buying products that are often sent to a PO Box, an unoccupied property or to an innocent “mule” for forwarding to another destination, usually overseas.

By the time you know about it, your monthly card bill has gone through the roof.

From: Scambuster.org newsletter

Sage has announced April 7th as the release date for Sage 100 ERP version 2015 and Product Update 1. Below is a list of some of the features by module included in this new version that will improve functionality and efficiency. 

Library Master/Paperless Office

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

Updated Amyuni driver for Paperless Office.

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

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. 

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 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.

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.

Our office will begin upgrade installations to the 2015 version in April.  Please refer to the Sage 100 Requirements on our website for the hardware requirements for this version.

Features in consideration for future releases:

Paperless Office updates.

One receipt for multiple purchase orders.

Multiple Bin Locations for each warehouse for a single inventory item

Increased font size.

Extended item descriptions for miscellaneous items.

Updating the Payroll module.

Improvements to drop ship functionality.

Simplified completion of purchase orders.

Expansion of Accounts Receivable data fields.

Receipt of one invoice against multiple purchase orders and sales orders.

By Mary Mays

Microsoft has confirmed that it will offer a free upgrade* (see explanation below) to Windows 10 for qualified new or existing Windows 7 and Windows 8.1 computers. A release date for this version is expected in June, 2015 for manufacturers. Updates will be delivered automatically and directly to your device so Windows 10 will always be up-to-date. 

As with any new operating system, it is important to check your applications’ compatibility BEFORE upgrading. For Sage ERP 100 users, be aware that Sage will begin testing only after Windows 10 has been released. Do not upgrade until Sage has Windows 10 listed on the Sage Operating Version Compatibility Matrix.

The Start menu has been brought back in Windows 10, along with space to pin your favorite apps. This makes the learning curve for Windows 7 users much easier. Windows 10 will include two-factor authentication, a security process which requires the user to provide two means of identification, one of which is typically a physical token, such as a card, or biometric device, and the other is typically something memorized, such as a security code. This is for every device and will support third-party devices that use the latest biometric authentication standards in lieu of using standard passwords. This will allow users to authenticate their PC’s and laptops using fingerprint readers, voice and facial recognition technology to sign in rather than remembering password combinations. 

Project Spartan, the all-new browser for the Windows 10 desktop, is designed to work from keyboard, mouse, touch, gestures, voice, controllers and sensors.  It will also be integrated with Cortana, Microsoft’s voice command program.  You’ll be able to annotate on web pages and, like Windows 10, it will remain constantly up-to-date.

Microsoft has also entered the world of virtual and augmented reality with HoloLens which brings high-definition holograms to life. This is set to be released in December 2015. Price details are unknown, but since it is a standalone device, it will probably be priced similar to a tablet or laptop. This technology isn’t just for gaming, but also has functionality for business and education platforms and is one of the coolest things I’ve seen in a while. Watch a demo video here:

http://www.microsoft.com/microsoft-hololens/en-us?ocid=WOL_HoloLensGlobe

* Windows Offer Details from Microsoft.com

It is our intent that most of these devices will qualify, but some hardware/software requirements apply and feature availability may vary by device. Devices must be connected to the internet and have Windows Update enabled. ISP fees may apply. Windows 7 SP1 and Windows 8.1 Update required. Some editions are excluded: Windows 7 Enterprise, Windows 8/8.1 Enterprise, and Windows RT/RT 8.1. Active Software Assurance customers in volume licensing have the benefit of upgrading to Windows 10 enterprise offerings outside of this offer. We will be sharing more information and additional offer and support terms in coming months. 


Click here to view the Sage 100 Keyboard shortcuts 

There are a number of icon and keystroke shortcuts in Sage 100.  We are including some of the ALT + underlined letter or number functions in this issue and will include more in future newsletters. 


Reminder: The only 941 form in Sage 100 that is updated to the 2015 form will be within the Federal e-Filing and Reporting module though Aatrix. If you are on a version older than 2014, you will still see a menu option for Quarterly 941 Printing on the Period End Processing menu. This report on the Period End menu will NOT be the current year report version and is no longer supported or updated and should not be used for filing. Only the 941 Form within the Federal e-Filing and Reporting process will be updated to the 2015 form. The Aatrix automatic update for the 2015 941 for is now available. Once you select the 941 Form and Accept the first screen, you will be prompted for the Automatic Update. Remember, you can run your 941 Form after you have closed your quarter in Payroll. Just be sure to change the quarter on the selection screen to quarter 1.

An additional Tax Table update was released on 1/2/15 that included some changes to either withholding tables or exemption amounts for DC, IN, MO, OK, ND, NC, NM, RI, and VT. If you require Tax Tables for any of these states, verify the date of your current Tax Table update by previewing the Installed Modules Listing in Library Master/Reports. If your 2015 Q1 Tax Table on this report is dated 12/17/2014 and you have payroll in any of the above states, then we should install the newer Tax Table update. 

Periodically it’s a good idea to purge your old Direct Deposit transactions. Once these are transmitted to the bank, there’s no need to keep these indefinitely. To do this, you will go to the Direct Deposit menu and then to Generate Direct Deposit Interface File. Select the option to Purge Direct Deposit Files. It will require you to input a transmission date range for the transactions you want to purge. Once you select the Purge button, it will tell you how many files it purged and how many are remaining. There are instances when the Payroll Register cannot be updated due a batch number already existing in the file. Purging will correct this situation if you make certain to purge through a date that is early enough.  

age 100 ERP Retirement Schedule

As you can see above, Quarterly and Year End Updates as of 12/31/14 are no longer available for Sage 100 version 4.50. If you are on version 4.50 and especially if you are using the Payroll module, we highly recommend upgrading to the newest version of Sage 100 in order to have access to the Quarterly and Year End Updates. 

* As previously announced, the Electronic Reporting module 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 issue a last update to Payroll in March to enable the recording of data for the Affordable Care Act.
*** Sage reserves the right to determine if and when Hot Fixes will be issued.