The 2019.1 release of Sage 50 Accountant Edition delivers to you and your business several feature enhancements and improvements, with the helping accountants like you stay ahead of the curve, while providing the tools you need to offer better client service.
One of the most important changes users will be able to do within Sage 50 is the ability to set company files as Active or Inactive the first time they open each company file. Company files designated as Archived / Inactive will function the same as in the past with all the data viewable and with reports able to be run. However, new transactions on these archived companies cannot be added. These archived companies will not count against the 50 active client threshold.
This is the in-product messaging you will see when you first open your 2019.1 software.
The first time a company file is opened or created, accountants will be asked to designate it as active or inactive. You will always be able to see how many active company files you have already assigned, as well as how many you have left.
As you approach the 50 company limit, you will be reminded that you need to add companies over 50 and will be directed to your dedicated customer sales contact to assist you through the process.
Accountants are encouraged to set their active company files by November 30, 2018 to ensure active access to all their necessary company files, as well as an error-free billing process.
If you missed the U.S. Sage Accountants Network webcast session from November 1, 2018 -- please find the recorded session below.
don't want to be the owner I want them to be the owner
One of the benefits of the Sage Drive sharing was that we as accountants could help our clients with certain functions like bank reconciliations that they were not comfortable doing on their own. I don
We agree completely!
We have clients we only use once a year to create financial statements to prepare returns that will now have to go against our "active" count. The fees to add these companies to Sage is ridiculous.I will not be recommending Sage to any more clients going forward and I am not the only accounting firm in my area that is upset with the new pricing structure. We will all be leaving Sage if the prices remain.
We will be looking at a move to Quickbooks next year as the fees for adding additional companies has now become cost prohibitive.
Certain functions (such as account reconciliation) in Sage 50 require exclusive locks on the database. Prior to the introduction of multi-user Sage Drive this was accomplished by giving only the first person to login to Sage Drive write access to the database, in Sage 50 US 2018.2 and (earlier versions) all users who accessed the database after the first user were only given read access – thus the need for exclusive locking was satisfied.
With the introduction of muti-user Sage Drive multiple users can simultaneously read and write to the database, because the program still requires exclusive locks to access certain functions the sharing on the company must be paused first to ensure that the exclusive lock is distributed to a user and maintained. For this reason when performing account reconciliation the Sage Drive company must be paused.
The pause function has always been exclusive to the data owner (the user who initially uploaded the company data to Sage Drive), for this reason it would be advisable to make the individual primarily responsible for account reconciliation the data owner of the company so that it can be paused when necessary.
Sage50 accountants addition 2018 my employees (users in Sage Drive from remote locations) had the ability to reconcile bank statements and change accounting periods. Now in Sage50 2019 they cannot because they are required to pause sharing and are not allowed to perform this task. Support told me to tell them my credentials so they may log on as owner. This is not working from me because if they are logged in as me (owner) I cannot log into SageDrive. This seems to be a design flaw. I was given no notice that my employees would not be able to perform task that I assigned to them and I feel Sage overstepped the boundaries. I had planned on setting up a server but Sage salesperson said "Oh no you don't have to do that. That is what Sage Drive is for" Now I feel I was lead to believe that SageDrive would work for me and it is not.
I do not see the limit of 50 customers as an "Enhancement or Improvement"! Very disappointed in these increased costs.