Sage 50 US 2014 is now available. In summary, new features may not be really exceptional. New features revolve around doing things easier now with the things that users have been doing. But you don’t need to relearn to do your job. Let’s take a look the new features:

Accounts Receivable Enhancements

More Efficient Invoicing

• A link below the customer ID field allows you to add a new customer or edit the current customer if an ID has already been entered.
• Payment date shows along with the “Paid” or “Partially Paid” stamp.
• Pay Now link jumps you to the Receive Money windows (formerly called Receipts) and marks that invoice paid.
• Due Date is now shown below the invoice date.
• Aged Receivables has been added to the Quick Access Reports button.

Credit Status Notification

• When the “notify over limit” option is turned on, quotes, proposals, sales orders, and invoices now display an “over credit limit” warning as soon as you enter a customer ID instead of waiting until you save the transaction.
• Pop up messages for customers are now possible with the new Always Notify credit status. You can customize the message for each customer so now you can set up notices for any reason, such as a reminder for customers that require a PO for every order.

Receive Money (Receipts)

• Automatically apply amounts received to invoices. Until now, you had to select each invoice to be paid, and Sage 50/Peachtree would add them up to show you the total amount received. Now you can enter the total amount paid and Sage 50 will apply it to the open invoices. If the amount entered exactly matches the amount due on an invoice, that invoice will be marked to pay. If not, money will be applied starting with the oldest invoice. Of course you can manually override the automatic selections. And, to make everybody happy, you can still skip the receipt amount and select invoices the same you always have.
• Pay All/None options have been added.
• Invoice numbers appear as clickable links. Years ago Sage added the ability to double click on an invoice number to open the invoice, but most people didn’t realize it. So now invoice numbers shows as a blue hyperlink.

Streamlined Accounts Payable

Purchases/Receive Inventory
• A link below the vendor ID field allows you add a new vendor or edit the current vendor if an ID has already been entered.
• Payment date shows along with the Paid or Partially Paid stamp.
• Pay Now link jumps you to the Payments windows and selects that invoice for payment.
• Due Date is now shown below the invoice date.

Payments
• Automatically apply amount paid to open invoices. Until now, you had to select each invoice to be paid, and Sage 50/Peachtree would add them up to show you the total amount of the payment. Now you can enter the total amount paid and Sage 50 will apply it to the open invoices. If the amount entered exactly matches the amount due on an invoice, that invoice will be marked to pay. If not, money will be applied starting with the oldest invoice. Of course you can manually override the automatic selections. If you prefer, you can still select invoices manually and let Sage 50 calculate the total.
• Pay All/None options have been added.
• Invoice numbers appear as clickable links to make existing drill-down functionality more apparent.

Quotes

• Quote List can now show the status of all quotes. A Converted To column will show Sales Order, Sales Invoice, or Proposal for each converted quote. The column is blank for unconverted quotes. One surprising limitation is that you can’t filter by status. Fortunately you can sort by status.

Other Enhancements
• Backup Location is saved. When you make a company backup, Sage 50 will remember the location and automatically prompt you with the same location next time you back up. It will even work with network drives and removable media. Until now, it has always defaulted to the folder your company data is stored in.
• Restore Wizard has new warnings making it very clear that your existing data will be permanently overwritten if you do not choose the Create a new company option.
• Easy Start with Sage Advisor provides new companies with easy access to relevant help and how-to videos.

•There’s something new, that’s undocumented, with customizable shortcut list on the left side of the main Sage 50 window. Previously it could only display 7 items. Now it appears that it will display as many as your window size allows.