December 2017 Newsletter

 

Thank you for your business from all of us at Ledgerwood Associates! Hoping your Holidays are happy and safe.

 

What we’re talking about in December:

  • Last chance for Sage discounts to: get back on plan, upgrade, add on, and optimize!
  • We got you: help for UPGRADES and YEAR END
  • And the “Ledgerwoodie Award” goes to…
  • Ruth Stockdale article “How to keep up with tax changes”
  • Awesome ‘Tips and Tricks’ for Sage 300 CRE | Sage 100 CON | Sage Estimating

 


The End is HERE!

Sage promos end December 29th

WARNING! We’ve been telling you that Sage no longer supports earlier versions versions of their software; that you must be on AT LEAST these versions to receive year-end tax updates, forms, updates, etc., — Sage 300 CRE is v16.1; Sage 100 is v20.

That means you have very little time to get on the right version for YE help. The good news is, there’s still a TINY bit of time left to take advantage of these allowances and promotions to get ‘er done!

Section 179 allowance

You can always take advantage of the Section 179 allowance before the New Year! Sage software is totally allowable as a deduction (see below). Plus, Sage is offering a zero percent financing offer (new clients only) with the Section 179 write-off!

Two critical things you need to know, from the official website:

Jan 1, 2017 –   Section 179 is still affected by the “Protecting Americans from Tax Hikes Act of 2015” (PATH Act) that was signed into law on 12/18/2015. This bill expanded the Section 179 deduction limit to $500,000, where it will remain for all of 2017. For those interested, you may read the summary from the Ways and Means committee here.

An increasingly popular use of the IRS §179 Deduction is for software.

Any “off-the-shelf” computer software that (a) is not custom designed, and (b) is available to the general public is qualified for the Section 179 Deduction in the year that you put the software into service.


The more Users/Modules you buy, the more you save!

Mix and match additional user licenses, modules, and integrated operation solutions and save big!

  • Save 5% with 1 user license or module
  • Save 10% with 2 user licenses or modules
  • Save 15% with 3 or more user licenses or modules

This is the sale you wait for at the end of the year. Work smarter, not harder!

 


25% OFF Sage Paperless Construction

One of the most affordable document management systems for construction, now both NEW and EXISTING clients can save up to 25% for on-premise solutions!

Sage Paperless Construction (SPC) is a content management and workflow automation solution that integrates with Sage 100 Contractor and Sage 300 Construction and Real Estate.

The SPC solution centralizes and electronically stores your vital business and project-related information in one secure location for fast, easy, multi-user access and distribution.

 


Up to 20% OFF Mobile: SCPC and SSO

First time users get 10% off monthly subscription, and 20% off annual subscription. One year incentive. 

  • Sage Construction Project Center is a web-based, mobile-friendly project management platform that helps project team members collaborate effectively.
  • Sage Service Operations bridges the gap between the field and office staff by bringing Service Management to the field. Core functionality provides Work Order (WO) processing, service site history, sales opportunity creation, and mobile Purchase Order (PO) creation.

 

 

 


Come home to Sage Promotion

Get back on plan, and get Sage YE support

For Sage Construction customers who are off plan by three or more years, Sage is offering the following discounts:

  • Save 25% – On software license costs (only) when repurchasing Sage Accounting software.
  • Save 35% – On software license costs (only) when repurchasing Sage Estimating software, or Estimating + Accounting (combined).

*Offer applies until the end of 2017. Some exceptions and/or exclusions may apply. Speak with your LAI Account Executive to learn more.

 


Upgrades and Year End Resources

 

Sage 100 Contractor v 20.6 – URGENT!! 

Currently on v20.6, Sage will no longer support previous versions for Year End help. YOU NEED TO UPGRADE PRIOR TO YEAR END for YE tax updates! If you need help with the upgrade or migration, you should contact LAI IMMEDIATELY, as too many of our clients have waited, and we are afraid we won’t be able to get to everyone.

In the meantime, bookmark LAI’s compilation for FREE resources (blogs, checklists, videos, etc.) here: “Help for Upgrading to Sage 100 Contractor V20.

Sage 300 CRE v 16 – Gateway to 17

Despite the fact that Sage has already release v 17, the majority of LAI clients should safely move to version 16  to get used to the changes in the desktop, the new look and navigation, plus report pages function. Mainly, v 17 is a HUGE upgrade with the SQL replicator (needing serious hardware requirements) — so, baby steps.

Here is the 300 resource landing page with links and FREE resources: “Help for Upgrading to Sage 300 CRE V 16.”

Remaining LAI Year End Classes

Navigate to LAI’s “Upcoming Event Calendar” to search topics, dates and times for both Sage 100 CON and Sage 300 CRE.

We are offering three sessions for 300, and three for 100 CON as well. Class costs range from $49 to $149.

 


Reminder: bookmark your Upgrading resource page!

Don’t forget to use your Year End resources that we have created and collected for you!

Sage 100 CON

Sage 300 CRE

 

 


And the 2017 ‘Ledgerwoodie’ Award goes to…US!

by Joanie Hollabaugh

This was a fun year for social media, especially given my obsession with gifs (and bacon). So, in the spirit of the award seasons, here are Ledgerwood’s clear content Winners picked by YOU – the readers, our clients, suppliers, and friends! These are the top tweets, blogs, newsletter, and articles that YOU read and engaged with in 2017.

And hey, no one else is going to give me umm, YOU the credit you deserve!  

Envelope, please!


Most Tweet Activity — @LedgerwoodAssoc account

As a social media strategy, twitter is a huge benefit when you use it support your valuable integration partners! It’s also the perfect tool to help (re)syndicate media releases. At least, that’s what you seem to be saying.

{SAW} Software Mill Announces General Availability of Sage X3 Construction at Sage Summit Atlanta via

Total 1,686  impressions for the quarter. Source: Twitter analytics.


Most Tweet Activity — @LAI_joanie account

Our SM ‘tweeps’ must love bacon as much as Homer and I do! This porcine tweet shows that sometimes it pays to keep it salty and silly on twitter.

tweet: Joanie Hollabaugh @LAI_joanie:  “Happy unexplained dreams this weekend! @FindMySoftware   
Total 1,200 impressions for the quarter. Source: Twitter analytics.

Top Blog Post of 2017

Congrats to Kyle Z, Producer: How to add new modules or additional licenses in Sage 300 CRE with 281 views (thus far). Source: Google Analytics.


Lifetime Blog Post Achievment

How to print Sage 300 CRE reports to Excel this 2015 goodie has racked up 2,417 views since March of 2015! Source: Google Analytics.


Top Newsletter Award

The LAI January 2017 Newsletter, with 177 views, and 5:23 time on page! Source: Google Analytics.


Most Read Linked In Article

“Why America’s Infrastructure is Failing” Source: CoSchedule.

 


The Academy would like to thank…

Lightheartedness aside, LAI appreciates the opportunity to connect with customers, partners, prospects, the media, industry organizations, etc..

Social media may have started as not quite ‘relevant’ for construction companies, but thanks to slow adoption (kidding, kind of), this segment has been growing exponentially in the last few years. Please let us know if we can follow or support you in any way. We are happy to (re)publish your case studies, press releases, and more! Contact me directly Joanie@LedgerwoodUSA.com to see how we can work on future “Ledgerwoodies!”

 


How to keep up with tax changes

by Ruth Stockdale, Director of Professional Services 

“Success in management requires learning as fast as the world is changing.” — Warren Bennis

In the world of construction and real estate, regulations, accounting standards and tax laws frequently change.

Arizona (and other states) recently changed payroll PTO requirements. Accounting standards for revenue recognition are changing. And as of this writing, there are likely to at least be changes to payroll tax tables. Accounting standards for revenue recognition are changing.

Tips to keep you learning changes

How do you accommodate changes like this in your software setup, procedures, and reporting? Here are general tips to help:

  • Always check first with your legal or tax professional.  When new laws are passed, there are always multiple interpretations at first.  Get professional advice to know exactly what you need to change right away and in the future.
  • Determine specifically what areas of software the changes impact.
    • Applications — payroll, billing, general accounting (GL), job costing, etc.
    • Calculations — payroll or sales taxes, report calculations.
    • Report design changes — dictated by regulation or a new report to help you verify or control the new process.
    • Procedure changes — to the workflow sequence or the assignment of responsibility for a task.
    • No change — the new regulation may not apply to you or may not impact any software setup or process.
  • Find out if there are any software updates — contact LAI or check in with Sage.
    • New tax tables for federal and most state changes are always released.
    • In some cases, canned reports are changed as well.
    • Make sure you are on a current enough version to receive the updates.

You may not be able to control change, but you can manage the change process smoothly.  Feel free to contact us for assistance with setup changes, report designs, or any general questions you may have.

 


 Follow LAI on Social Media for current construction and technology news!

        linkedin-icon

 


Upcoming LAI Online Training and Networking Events:

SunMonTueWedThuFriSat
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Accounting Year End Preparation 9:00 am
Accounting Year End Preparation @ GoToTraining
Jan 11 @ 9:00 am – 11:00 am
Accounting Year End Preparation @ GoToTraining
Closing procedures and 1099 forms This 2-hour presentation will provide Sage 300 CRE users with step-by-step instructions and live demonstration of closing procedures for all modules except Payroll, including 1099[...]
Go! Complete your forms and begin 2018  8:00 am
Go! Complete your forms and begin 2018  @ Online
Jan 23 @ 8:00 am – 9:00 am
Go! Complete your forms and begin 2018  @ Online
For Sage 100 Contractor users Resources for completing government forms This presentation will provide info on  how government forms are handled, and how to prepare for your CPA. Review of W2s,[...]

 


 

Year-end Tax Planning — Yes, there is still time!

Submitted by Bryan Eto, CPA BeachFleischman

It’s not too late! You can still take steps to significantly reduce your business’s 2017 income tax bill and possibly lay the groundwork for tax savings in future years.

Here are five year-end tax-saving ideas to consider, along with proposed tax reforms that might affect your tax planning strategies.

1.  Juggle Income and Deductible Expenditures

If you conduct business using a so-call “pass-through” entity, your share of the business’s income and deductions is passed through to your personal tax return and taxed at your personal tax rates. Pass-through entities include sole proprietorships, S corporations, limited liability companies (LLCs) and partnerships.

If the current tax rules still apply in 2018, next year’s individual federal income tax rate brackets will be about the same as this year’s (with modest increases for inflation). Here, the traditional strategy of deferring income into next year while accelerating deductible expenditures into this year makes sense if you expect to be in the same or lower tax bracket next year. Deferring income and accelerating deductions will, at a minimum, postpone part of your tax bill from 2017 until 2018.

On the other hand, you should take the opposite approach if your business is healthy and you expect to be in a significantly higher tax bracket in 2018. That is, accelerate income into this year (if possible) and postpone deductible expenditures until 2018. That way, more income will be taxed at this year’s lower rate instead of next year’s higher rate.

Tax reform considerations for pass-through business entities.

The House tax reform bill that passed on November 16 — known as the Tax Cuts and Jobs Act of 2017 — would lower federal income tax rates for most individual taxpayers. However, some upper-middle-income and high-income individuals could pay a higher rate under the proposal.

The House bill would also install a maximum 25% federal income tax rate for passive business income from a pass-through entity. And it would tax the capital percentage of active business income from a pass-through entity at the preferential 25% maximum rate. The capital percentage would be either 30% or a higher percentage for capital-intensive businesses. The preferential 25% rate wouldn’t be available for personal service businesses, such as medical practices, law offices and accounting firms. Pass-through business income that doesn’t qualify for the preferential 25% rate would be taxed at the regular rates for individual taxpayers.

The Senate tax reform proposal — also called the Tax Cuts and Jobs Act of 2017 — would also lower federal income tax rates for most individuals. And it would generally allow an individual taxpayer to deduct 17.4% of domestic qualified business income from a pass-through entity. However, the deduction would be phased out for income that’s passed through from specified service businesses starting at taxable income of $500,000 for married joint-filers and $250,000 for individuals.

On the other hand, if your business operates as a C corporation, the 2017 corporate tax rates are the same as in recent years. If you don’t expect tax law changes and you expect the business will pay the same or lower tax rate in 2017, the appropriate strategy would be to defer income into next year and accelerate deductible expenditures into this year. If you expect the opposite, try to accelerate income into this year while postponing deductible expenditures until next year.

Tax reform considerations for C corporations

Under the House tax reform proposal, income from C corporations would be taxed at a flat 20% rate for tax years beginning in 2018 and beyond. A flat tax rate of 25% would apply to personal service corporations. If you think that these rate changes will happen, C corporations should consider deferring some income into 2018, when it could be taxed at a lower rate. Accelerating deductions into this year would have the same beneficial effect.

The Senate proposal would also install a flat 20% corporate rate, but it wouldn’t take effect until tax years beginning in 2019. The 20% tax rate would also be available to personal service corporations under the Senate bill.

Tax reform considerations for all businesses

Both the House and Senate tax reform proposals would eliminate some business tax breaks that are allowed under current law. So, try to maximize any tax breaks in 2017 that might be eliminated for 2018. Doing so will help reduce your tax bill for 2017.

2.  Buy a Heavy Vehicle

Large SUVs, pickups and vans can be useful if you haul people and goods for your business. They also have major tax advantages.

Thanks to the Section 179 deduction privilege, you can immediately write off up to $25,000 of the cost of a new or used heavy SUV that is placed in service by the end of your business tax year that begins in 2017 and is used over 50% for business during that year.

If the vehicle is new, 50% first-year bonus depreciation allows you to write off half of the remaining business-use portion of the cost of a heavy SUV, pickup or van that’s placed in service in calendar year 2017 and used over 50% for business during the year.

After taking advantage of the preceding two breaks, you can follow the “regular” tax depreciation rules to write off whatever’s left of the business portion of the cost of the heavy SUV, pickup or van over six years, starting with 2017.

To cash in on this favorable tax treatment, you must buy a “suitably heavy” vehicle, which means one with a manufacturer’s gross vehicle weight rating (GVWR) above 6,000 pounds. The first-year depreciation deductions for lighter SUVs, trucks, vans, and passenger cars are much skimpier. You can usually find a vehicle’s GVWR specification on a label on the inside edge of the driver’s side door where the hinges meet the frame.

To highlight how the tax savings can add up, let’s suppose your calendar-year business purchases a new $65,000 heavy SUV today and uses it 100% for business between now and December 31, 2017.

What’s your write-off for 2017?

  1. You can deduct $25,000 under Sec. 179.
  2. You can use the 50% first-year bonus depreciation break to write off another $20,000 (half the remaining cost of $40,000 after subtracting the Section 179 deduction).
  3. You then follow the regular depreciation rules for the remaining cost of $20,000. For 2017, this will usually result in an additional $4,000 deduction (20% x $20,000).

So, the total depreciation write-off for 2017 is $49,000 ($25,000 + $20,000 + $4,000). This represents roughly 75% of the vehicle’s cost.

In contrast, if you spend the same $65,000 on a new sedan that you use 100% for business between now and year end, your first-year depreciation write-off will be only $11,160.

Important note: Estimate your taxable income before considering any Sec. 179 deduction. If your business is expected to have a tax loss for the year (or to be close to a loss), you might not be able to use this tax break. The so-called “business taxable income limitation” prevents businesses from claiming Sec. 179 write-offs that would create or increase an overall business tax loss.

3.  Cash in on Other Depreciation Tax-Savers

There are more Section 179 breaks, beyond those that apply to heavy vehicle purchases. For the 2017 tax year, the maximum Section 179 first-year depreciation deduction is $510,000. This break allows many smaller businesses to immediately deduct the cost of most or all of their equipment and software purchases in the current tax year.

This can be especially beneficial if you buy a new or used heavy long-bed pickup (or a heavy van) and use it over 50% in your business. Why? Unlike heavy SUVs, these other heavy vehicles aren’t subject to the $25,000 Sec. 179 deduction limitation. So, you can probably deduct the full business percentage of the cost on this year’s federal income tax return.

You can also claim a first-year Sec. 179 deduction of up to $510,000 for qualified real property improvement costs for the business tax year beginning in 2017. This break applies to the following types of real property:

  • Certain improvements to interiors of leased nonresidential buildings,
  • Certain restaurant buildings or improvements to such buildings, and
  • Certain improvements to interiors of retail buildings.

Deductions claimed for qualified real property costs count against the overall $510,000 maximum for Section 179 deductions.

Section 179 tax reform considerations

For tax years beginning in 2018 through 2022, the House tax reform bill would increase the maximum Sec. 179 deduction to $5 million per year, adjusted for inflation. The maximum deduction would start to phase out if your business places in service over $20 million (adjusted for inflation) of qualifying property during the tax year. Qualified energy efficient heating and air conditioning equipment acquired and placed in service after November 2, 2017, would be eligible for the Sec. 179 deduction.

The Senate tax reform bill would increase the maximum annual Sec. 179 deduction to $1 million and increase the deduction phaseout threshold to $2.5 million. (Both amounts would be adjusted annually for inflation.) The Senate bill would also allow Sec. 179 deductions for tangible personal property used in connection with furnishing lodging, as well as for the following improvements made to nonresidential buildings after the buildings are placed in service:

  •  Roofs,
  • HVAC equipment,
  • Fire protection and alarm systems, and
  • Security systems.

In addition to Sec. 179, you can claim 50% first-year bonus depreciation for qualified new (not used) assets that your business places in service in calendar year 2017. Examples of qualified asset additions include new computer systems, purchased software, vehicles, machinery, equipment and office furniture.

You can also claim 50% bonus depreciation for qualified improvement property, which means any qualified improvement to the interior portion of a nonresidential building if the improvement is placed in service after the date the building is placed in service. However, qualified improvement costs don’t include expenditures for:

  • The enlargement of a building,
  • Any elevator or escalator, or
  • The internal structural framework of a building.

Bonus depreciation tax reform considerations

Under current law, the bonus depreciation percentage is scheduled to drop to 40% for qualified assets that are placed in service in calendar year 2018. However, both the House and Senate tax reform proposals would allow unlimited 100% first-year depreciation for qualifying assets acquired and placed in service after September 27, 2017, and before January 1, 2023.

Under the House bill, qualified property could be new or used, but it couldn’t be used in a real property business.For property placed in service in 2018 and beyond, the Senate bill would shorten the depreciation period for residential rental property and commercial real property to 25 years (vs. 27-1/2 years and 39 years, respectively, under current law). Additionally, a 10-year depreciation period would apply to qualified leasehold improvement property, qualified restaurant property and qualified retail improvement property.

4.  Create an NOL

When deductible expenses exceed income, your business will have a net operating loss (NOL). You can create (or increase) a 2017 NOL using the business tax breaks and strategies discussed in this article (with the exception of the Sec. 179 first-year depreciation deduction).

Then you have a choice. You can opt to carry back a 2017 NOL for up to two years in order to recover taxes paid in those earlier years. Or you can opt to carry forward the NOL for up to 20 years.

Tax reform considerations

Under both the House and Senate tax reform bills, taxpayers could generally use an NOL carryover to offset only 90% of taxable income for the year the carryover is utilized (versus 100% under current law). Under both bills, NOLs couldn’t be carried back to earlier tax years, but they could be carried forward indefinitely. Under the House bill, these changes would generally take effect for tax years beginning in 2018 and beyond. Under the Senate proposal, the changes would take effect in tax years beginning in 2023 and beyond.

5.  Sell Qualified Small Business Stock

For qualified small business corporation (QSBC) stock that was acquired after September 27, 2010, a 100% federal gain exclusion break is potentially available when the stock is eventually sold. That equates to a 0% federal income tax rate if the shares are sold for a gain.

What’s the catch? First, you must hold the shares for more than five years to benefit from this break. Also be aware that this deal isn’t available to C corporations that own QSBC stock, and many companies won’t meet the definition of a QSBC.

Ready, Set, Plan!

This year end, tax planning for businesses is complicated by the possibility of major tax reforms that could take effect next year. The initial proposals set forth in Congress are ambitious in scope and would generally help small businesses and small business owners lower their taxes. However, tax rate cuts and other pro-business changes could be balanced by the elimination of some longstanding tax breaks. Your tax advisor is monitoring tax reform developments and will help you take the most favorable path in your situation.

Beach Fleischman 2201 E. Camelback Rd. Phoenix, AZ 85016 602.265.7011 | http://beachfleischman.com | twitter: @BeachFleischman

 


 

‘Tis the time to get ready for year end

by Pam Schulz, Sage Certified Consultant

Don’t wait until the last minute — wrapping up some easy prep now will make a BIG difference!

In a few short weeks you will be archiving files, running tax forms, and performing other year-end tasks. Prepare the following the five items NOW!

1. Order tax forms

Are you ordering tax forms? Sage 100 Contractor uses W2 and 1099 forms that are known as “4-up” (meaning there are four forms included on a single sheet of letter paper). If you order or buy the most common forms at an office supply store you will be getting the wrong forms.

Here are some choices to consider:

  • Order forms from Sage.
  • Order from another source — but make sure you get the correct forms.
  • Use Aatrix “full service” to print and send your forms for you. I have heard RAVE REVIEWS about this!
  • Print to plain paper — you will need to work around getting envelopes that “fit.”

2. Prepare for 1099s

Review report 4-1-1-61; Vendor 1099 report. Here you see how much was paid to each vendor, their 1099 type, and their ID #. CLEAN THIS UP NOW.

Basic rules for 1099s:

  • NO ONE should have a type of “undetermined”- if a vendor does not get a 1099 use the type for that.
  • Anyone with a 1099 type that requires a form MUST have an ID #.
    • “Test run” your 1099 forms using Aatrix at menu option 4-5; 1099 forms.
      • If you have trouble loading Aatrix, get this solved NOW. If Aatrix shows “errors” in vendor IDs, or other data, FIX IT NOW.
    • Order forms, or get set up/enrolled for Aatrix services — don’t wait.

3. Prepare for W2s

  • Run a payroll audit at menu option 5-3-7, and address all audit errors.
  • Test run the W2 forms at menu option 5-4-1. Aatrix will show errors such as duplicate Social Security numbers, missing addresses, etc- FIX YOUR DATA NOW.
  • Reconcile/Balance your 941 forms against the W3 totals.
    • Create an excel worksheet to list the Wages, Tax, FICA wage and Medicare Wage from each quarter’s form 941. (This should also be done for your states.)
    • Run the payroll reports for quarter 4 — you can do this “now/early” if you like; the idea is to spot errors, not to produce a final report).
    • Compare the totals with the information on the W3 form (or grid totals in the screen) created in your test W2 run. Now is a good time to file any needed forms 941x.
  • Order forms, or get setup/enrolled for Aatrix services — don’t wait.

4. Prepare for ACA

This “could” change, but as it stands right now, you MAY need to file ACA reports (Affordable Care Act). CHECK WITH YOUR ADVISORS ABOUT THIS REQUIREMENT.

  • Complete the employee information at menu option 5-2-1; Employees; there is a “tab” for the ACA information.
  • Run the informational reports for review at menu option 5-4-3; ACA reports.
  • Test run the reports that will be filed in Aatrix at menu option 5-4-1; they are listed with the other Federal tax reports.

5. Prepare for the BIG NIGHT

Between your last payroll check of 2017 and your first payroll record in 2018, you must “archive” your payroll files. You will also “update” the new year’s files with new tax rates, and perhaps perform some employee maintenance in vacation and sick accruals. While the tasks above can all be done “ahead of time”, the actual archiving function has to be fit into a very specific timeframe.

To get ready:

  • Decide when you are going to cutoff/archive.
    • Exclusive access required
    • AFTER last 2017 check; before 1st 2018 record.
    • Allow approx. 30 minutes.
    • Put this on your schedule and make sure you have tech resources/help scheduled as needed.
  • Perform all of the balancing tasks above in Section #3. This way you can have all issues corrected, and be ready to simply run the archive when the time comes.
  • Have your new rates handy: (CHECK FOR LAST MINUTE IRS CHANGES)
    • FICA; 6.2%; max $128,700 (as of 11/27/17)
    • Medicare; – 1.45%; no maximum
    • FUTA- .6%; max $7000- many states have “credit reduction” surcharges- be aware
    • Your state unemployment – check notices you have received in the mail
    • When you are ready to archive, a “wizard” will help you complete all steps. Make sure you have backed up files prior to that process.

Next month you will be printing the actual tax forms. Having these preliminary steps wrapped up will make the job much easier, resulting in a HAPPY NEW YEAR!

Managing Favorites in Sage Desktop

by Kyle Zeigler, Sage Senior Certified Consultant

Easier navigation and more features!

The new Sage Desktop introduced in version 16.1 brings easier navigation among the Sage 300 CRE applications and features than ever before. Users can now easily have multiple Crystal Reports available at the same time, as well as quick access to Sage mobile applications, the Sage Knowledgebase, Sage City, and other web pages of the user’s choice.

And what was formerly My Tasks is now Favorites – shortcuts to the Sage tasks, inquiries, reports and tools selected by the user and ordered and grouped in whatever way makes the most sense for the user’s daily, weekly, monthly and annual workflows.

To create your own completely custom lists of Favorites, follow these procedures:

  1. In Desktop, select Options > Manage Favorites.
  2. In the Favorites Manager window, right-click in the left-hand pane and select Add New Group.
    • Give the group a name.
    • Click OK.
  3. In the right-hand pane, click on the Sage application that contains the Task, Setup, Inquiry, Reports or Tools element that you want to add to the new group.
  4. Click on the element and drag and drop it to the new group until you see the message “Add to [Group Name].”
  5. Continue creating your custom groups and adding elements as desired.
    • You can right-click on group names or group elements to rename them, move them up or down in the list, and copy or delete them.
  6. You can also right-click a group name to add a shortcut to one of the following:
    • A file available on your computer or network.
    • Another program available on your computer or network.
    • A web link.
  7. When you are satisfied with your Favorites, click Save.

If you would like assistance with any aspect of Sage Desktop or with any other Sage 300 CRE support need, please contact Ledgerwood Associates at 480-423-8300.

 

request-support

 

Information on upgrading to Sage Estimating Version 17.12

by Renee Mullen, Sage Marketing Manager

Getting ready to upgrade to Sage SQL Estimating v17.12? Need a good resource for product documentation? If you are looking for a general checklist or guide on getting started with your installation and upgrade to Sage SQL Estimating v17.12 look no further. Below we will cover the checklist of helpful tips to get your installation ready to go.

Review this checklist before you install Sage SQL Estimating (v17.12)

Step 1 — Review hardware and software requirements

  • Verify that the computer on which you plan to install Sage SQL Estimating (v17.12), and each workstation that requires access to Sage SQL Estimating (v17.12), meets the minimum system requirements.
  • For current requirements, see the Knowledgebase article System Requirements: Sage Estimating (SQL) 17.12 or look below in Related Resources.
  • Important! Software not listed in the System Requirements article have not been tested by Sage Software, and are not supported. If you try to use a newer version of the software, or use software not listed, you may encounter technical difficulties.
  • Confirm that the Sage SQL Estimating (v17.12) server meets the minimum system requirements.
  • Confirm that each client workstation meets the minimum system requirements.
  • Confirm that the server and each workstation meet the minimum software requirements (database, operating system, Microsoft programs, and so on).

Step 2 — Review the Sage SQL Estimating (v17.12) documentation

  • Read and understand the following documentation before you proceed with installation:
  • Sage SQL Estimating (v17.12) Release Notes
  • Sage SQL Estimating (v17.12) Installation and Administration Guide

Step 3 — Install and set up Sage SQL Estimating (v17.12) (applicable to new installation)

  • Install Sage SQL Estimating (v17.12) on the machine you will use as the license and SQL server, choosing the options to Install Sage Estimating and Create a new local SQL Server Instance will install the application and the new SQL Server/Instance.
  • Important: Only install the SQL Server Instance on the machine you intend to use as the Server for the Estimating Database.

There you have it! A wonderful 3-step checklist to ensure you prepared and ready to upgrade to Sage SQL Estimating v17.12!

Questions? Chat with us Monday through Friday, from 9 a.m.–8 p.m. ET.

For more information on this topic visit Knowledgebase article 87786. You can find this information and more in the Sage Knowledgebase.

Join the conversation at Sage City. Available 24/7, the online community is your gateway to many Sage resources.