Learn about our updated cloud & mobile, & better backup options

Let's review the changes made to the Cloud and Mobile Page in Sage 50 release 2018.2 and available in  2019.0.

The Cloud & Mobile page has been updated to include options related to the Office 365 cloud integration.

 

You can easily create Cloud Backups, which are full separate copies of your database, should an emergency require you to restore your files (Sage Drive  in contrast is a product that keeps a version of your "working file" available online for easier access remotely. It is not a backup, there's no option to rollback to previous versions of database files*).

 

New icons include: Manage Users, and you can now also view images taken with Sage Capture and more.

 

Connect to Office 365

After a company is connected to Office 365, you can access the Office 365 settings (notice the icon name switch*).

 

Note*: The O365 settings have been updated, they now include the login information under Setup > Settings > Company, Office 365 Integration. This allows you to switch accounts and or to disconnect the company.

   

Cloud Backups

The cloud backup icon, opens the backup window with a box marked Cloud Backup that is selected.

It also has options to view backups (opens Microsoft One Drive in the O365 portal) and to access the backup settings page.

The Manage Users Icon

Clicking on the Manage Users icon, opens the Sage Business Center in the Office 365 portal.

 

Disconnecting O365 from Sage 50

You can easily disconnect Sage 50 from O365, by going to the Disconnect icon

 

The Sage Capture icon

The Sage Capture icon will take you to One Drive in Office 365. This icon also has an option to get the Sage Capture mobile app. It opens a webpage with more information about Sage 50cloud with the Office 365 integration.

 

Sage Intelligence

Easily access Sage Intelligence (Free with the O365 integration) for more advanced reporting using MS Excel online.

 

History & Summary

The History and Summary icon, lets you view the transaction download history for Sage Capture and for Invoice Payments.

This window displays historical information even if the company is not currently connected to Office 365.

What else?

The File menu has also been updated.

 

There's now more options regarding the Office 365 as well!

 

Congratulations! You now know about the changes made to the Cloud & Mobile page in Sage 50 CA.

Other Resources

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That's all for now, thanks for reading!

For more resources visit: Sage Product Support Resources for help with products in North America

Sage 50CA:

Sales: 888-261-9610

Service: 888-222-8985

Support:888-522-2722

 

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