Start in Summer for Sage Construction Year End Planning!


year-end-planning

by Ruth Stockdale, LAI Director of PSG

Version upgrades – great reasons to start now!

Mid-summer always seems too early to even think about year-end software releases, but it pays to do some initial planning now.

Sage has announced current and upcoming 2019 version upgrades for Sage 100 contractor, Sage 300 CRE, and Sage Estimating.

From the Sage 300 CRE communication:

Starting with this year end, we will exclusively support the latest version of Sage 300 Construction and Real Estate. For the 2019 year end, we will support version 18. The year-end update (version 18.5) will be available in December.

To help ease the transition to one supported version, Sage will continue to support and enhance version 18 this year. In August, we will offer version 18.3 which will include many improvements to APIs that will enhance product integrations. In September we will offer version 18.4 which includes a stand-alone update for SQL Replicator.

Tips for getting started:

  • Understand exactly what version(s) you are currently running. You should check on your primary Sage applications as well as any third-party products such as Timberscan and other integration products you have implemented. Even if a third-party product does not directly integrate with Sage accounting applications, there may be common requirements for Windows components.
  • Check your Sage emails for information about upcoming releases. Sage just sent notices regarding all product lines and plans for year-end requirements. You need to be aware of what versions will or will not be supported for handling W-2s, 1099s, and any other year-end closing changes. Keep in mind that even though Estimating does not have tax-related changes, the version needs to match what is supported.
  • Make sure your contact information is correct. Check with Sage support and Ledgerwood Associates to update this so that bulletins and last-minute information get to you.
  • Decide WHO will do the software upgrades. You may be able to upgrade the software yourself, or you may need help from your IT people and our consultants. Some upgrades are easy, with minimal changes in the software. Some are extensive and require knowledgeable consultants to plan and execute. If you aren’t certain, ask your consultant or call our office.
  • Schedule the time to perform the upgrade. Don’t wait until November to schedule this! From November through February, schedules fill quickly, and resources are scarce. This is true whether you are using our consultants, outside IT people, your own staff, or Sage support.

Need to schedule your upgrade? Now’s the time to avoid YE rush! You’re ONE CLICK away…

Ledgerwood support