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The Sage 50 US Edition (formerly Peachtree) product line is feature rich and flexible while still being very easy to use.  There are several levels to choose from, each building on the features of the level before it.  However, sometimes Sage's descriptions of their products are so full of marketing-speak, that it is difficult to tell what the real differences are.  So here is my best effort to describe each Sage 50 accounting product and what you gain as you move up the ladder.

If you have questions about which Sage 50 product is right for you, or would like a price quote, call 918-851-9713.  Also ask about implementation and training services.



Sage 50 Pro Accounting 2013

Sage 50 Pro Accounting 2013 box shot
Sage 50 Pro Accounting is quite full featured for an entry level program.  It does true double entry accounting.  In addition to the basic general ledger, accounts payable, and accounts receivable, it adds sales order, purchase order, inventory, payroll and basic job costing.   Forms (such as invoices and checks), financial statements, and other reports are all fully customizable.  The main thing that keeps Sage 50 Pro firmly in the entry level category is that it is only available as a single user program. Up until a few versions ago, this was simply called Peachtree Accounting.  So if you are using Peachtree Accounting For Windows and are wondering which 2013 program you are supposed to upgrade to, this is what you are looking for.

Modules Included: General Ledger, Accounts Receivable, Accounts Payable, Bank Reconciliation, Inventory, Sales Order, Purchase Order, Payroll, and a limited version of Job Cost

Modules Not included: Fixed Assets, Crystal Reports, and Job Cost does not allow phases or cost codes.

Notable Features:
  • Inventory - For this price point, Sage 50 Pro has very strong inventory features. You can choose between FIFO, LIFO, and Average costing.  You can set minimum stock level and reorder quantities.  Each item can have separate descriptions for sales and purchasing.  You can even set up assembly items with a bill of materials.  But be warned, in Pro, you can't edit the bill of materials once it has been used.  For that you will need to look at Premium or higher.  In addition to true inventory items, you can also set up non-stock, service, labor, and decsription-only items that are available to make invoicing and purchasing easier but that don't track quantity on hand and costing history.
  • Sales Orders - Allows you to track sales that are waiting to be filled.  Sales orders can be converted in to sales invoices to avoid retyping the same information.  Sales orders also commit inventory to help you know when to reorder.
  • Quotes - You can print quotes for your customers.  If the quote is accepted, it can be converted in to either a sales order or an invoice with just a few clicks.
  • Purchase Orders - PO's interface with both the inventory and accounts payable.  So when you receive the PO, it automatically increases inventory and sets up the invoice in accounts payable.
  • Payroll - Pro has a very capable payroll module.  In addition to the obvious federal and state taxes, it handles just about any regular or pretax deduction you can throw at it such as insurance, garnishments and retirement plans including traditional or Roth 401k and IRA.  Vacation and sick time can be tracked using either a lump sum or accrual method.  Sage 50 Pro does not accommodate time card entry like the higher versions do.  As with all versions of Sage 50, Payroll tax tables must be purchased each year in order to calculate payroll taxes. (Beginning in version 2013, only tax subscribers can set up custom formulas in the user maintained tax table.)  When you purchase the "Simple Payroll" udpate, you will get payroll tax updates for a year (Dec through Nov) as well as the ability to print signature ready state and federal forms such as the 941's and W2's.  "Select Payroll" provides all the benefits of Simple Payroll pluss the ability to efile your payroll tax reports.
  • Reporting - Financial statements and other reports can be modified extensively.  Printed forms are very customizable, including the ability to add your logo.
  • ODBC and OLEDB access - You can establish a read-only connection to your Sage 50 data using ODBC or OLEDB.  This allows extract data from Sage 50 for analysis in other programs such as Excel or Access.

Sage 50 Complete Accounting 2013

Sage 50 Complete Accounting 2013 Box Shot
While there are other good reasons to upgrade to Sage 50 Complete, the big news here is that it is available in either single user or multi-user versions.  The multi-user version allows up to 5 named users.  Complete also adds phases and cost codes to the Job Cost module and throws in FAS for tracking fixed assets and depreciation.

Modules Included: General Ledger, Accounts Receivable, Accounts Payable, Bank Reconciliation, Inventory, Sales Order, Purchase Order, Payroll, Job Cost, Fixed Assets.   Sage Business Intelligence is available as an add-on or with a BusinessCare subscription.

Modules Not included: Crystal Reports

Features Gained:


  • Multiple Users - Sage 50 Complete can be purchased as either a single user or a Multi-user product.  The multi-user version supports up to 5 named users but costs significantly less that 5 single user licenses would.
  • Support for Terminal Services - Allows Sage 50 to run on a Windows Terminal Server so that remote users can connect to your Sage 50 database.  If you have multiple offices that need to see the same data, or want to be able to use Sage 50 from home, or just want to make it easier for your CPA to make month end adjustments, this feature makes it possible.
  • Security - To provide the control needed with multiple users, Sage 50 Complete lets you set access levels of None, View Only, Add, Edit, or Full, for each screen for each user.
  • 10 Price Levels - increased from 5 in Sage 50 Pro.
  • Pricing Formulas - Formulas can be set up by price level for inventory items to streamline the process of recalculating prices.  This allows you to recalculate prices for all or part of your inventory with just a few clicks; it does not mean that prices will automatically adjust any time your cost changes.
  • Master and Sub-stock Items - Automates the process of creating related inventory items, such as a shirt that comes in small, medium or large and red or white.
  • Outlook Sync - Customer, Vendor, and Employee information in Sage 50 Complete can be synchronized with your Outlook contacts so that you only have to enter information once to keep both up to date.
  • Time Card Entry for Payroll - In Sage 50 Complete, you can enter time card information which will flow in to payroll.  That way you don't have to manually add up time cards so that you can put the total in Payroll Entry.
  • Time and Expense Tickets - In addition to feeding payroll, time tickets can also be used to bill clients for time.  Expense tickets make it easy to bill for miscellaneous items such as photocopies that might otherwise be forgotten.
  • Fixed Asset Tracking - Complete comes bundled with FAS for Sage 50.  It can calculate depreciation for up to 200 assets and post the depreciation entry directly to Peachtree's general ledger.  FAS can be upgraded if you need more than 200 assets.
  • Better Job Costing - Jobs can be divided in to phases and phases can be broken down in to cost codes for more detailed job reporting.
  • Select For Purchase Order - lets you select all or a range of inventory items for Sage 50 to evaluate and generate purchase orders based on inventory levels.
  • Customer Management Center - is a customizable screen that gives you easy access to your customer data.  There are 19 areas of information  that you can show, hide, or rearrange to fit your needs.  Examples include Aged Receivables, Contacts, Sales Orders, Invoices, Item Sales History, and Top Customers over the last 12 months.
  • Inventory & Services Management Center - Quickly shows you status and transactions for a selected inventory item (stock or non-stock).  It is customizable with 22 different modules including, Sales Invoices, Purchases, Inventory Adjustment, and Sales Backorders.  It can also be set up to show build and unbuild transactions for assembly items, as well as the bill of materials.  And for any item, you can see a list of assemblies that use it as a component.
  • Expanded employee information - Fields in the employee maintenance screen that provide space for emergency contact information, EEO data, and more.  There is also a function to track employee review history and next review date.
  • Item History By Customer - is a new customizable list that will show sales of all items or a selected item.  It can be any column in the list, including item, customer, or date.  You can double click entries to view the original transaction.  You can also print the list, email it, or send it to Excel.
  • Open Multiple Companies - You can now have multiple companies open at the same time in Sage 50 Complete and higher.   In all companies opened after the first company some features will be restricted, although most routine data entry and reporting fuctions are not affected.   Click here for a list of features that are restricted.
  • Vendor Management Center- is a customizable screen that gives you easy access to your vendor data.  There are 14 modules  that you can show, hide, or rearrange to fit your needs including Aged Payables, Item Purchase Hsitory, Payments, and Purchases/Inventory Received.
  • Sage Business Intelligence - turns Excel into a custom report writer for Peachtree.  You design report templates in Excel and use SBI to supply the raw Sage 50 data to feed your report.  Several prebuilt reports come with SBI including Sales Analysis, Purchases Analysis, and multiple balance sheet and income statement formats.  Custom reports can be written from scratch or you can copy and modify any existing report.  A single user license for Sage Business Intelligence is included with a new purchase of Sage 50 Complete or higher.  A 60 day trial is included for users upgrading from a previous version.

Sage 50 Premium Accounting 2013

Sage 50 Premium Accounting 2013 Box Shot
Apparently, even when your accounting software is complete, more can still be added. Then it becomes Premium.  I guess the marketing department didn't think Sage 50 More Complete Accounting or Sage 50 Completer Accounting had the right ring to them.  Some of the features that often motivate people to upgrade to Premium are: multi-company consolidations, serialized inventory items, support for terminal services, and bundled copy of Crystal Reports for custom report writing.

Modules Included: General Ledger, Accounts Receivable, Accounts Payable, Bank Reconciliation, Inventory, Sales Order, Purchase Order, Payroll, Job Cost, Fixed Assets, Crystal Reports.  Sage Business Intelligence is available as an add-on or with a BusinessCare subscription.

Features Gained:


  • Crystal Reports - is a 3rd party report writing program that is used by many database programs to allow users to write their own reports.  It comes bundled with Sage 50 Premium and higher.  Several prebuilt reports are also included.  Crystal is a very powerful tool, but unless you have a good understanding of databases, you will probably need to have someone experienced with Crystal Reports and Sage 50 train you or write reports for you.
  • Consolidations - allows you to consolidate multiple companies in to a separate parent company for combined financial statement reporting.
  • Multiple Budgets - Lower versions allow you to enter a budget. But in Premium you can save multiple versions of your budget to so you can easily compare different scenarios when forecasting.
  • Payroll raise history - lets you track each employee's raise history on the Maintain Employees screen.
  • Serialized Inventory - Expands the inventory capabilities to include inventory with serial numbers.  Some programs call this specific unit inventory.
  • Archive Company - Gives you the option of making an uneditable copy of your compnay's data.  This is normally used after all year end entries are completed.
  • Departmental Financial Statements - makes producing financial statements by departments easier.  Sage 50 Pro and Complete can produce the same reports.  But Premium gives you a method to enforce the proper account segments when creating GL accounts, and then adds an option to choose a department when printing financial statements.  This shields the user from having to learn how to set up department masking in the financial statement designer.
  • Vendor Part Numbers - Adds an extra field to the Maintain Inventory Items screen so that you can track your vendor's part number for each item.  When printing inventory reports, purchase orders, quotes, sales orders, invoices, credit memos, receipts or payments, you have the option of printing the vendor part number in place of your item ID.
  • Proposals - similar in concept to a quote.  But after marking it as accepted, you have the option of invoicing the entire proposal, a percentage of the proposal, or a different percentage of each line of the proposal.  You can continue to make invoices from the proposal until it has been fully billed.
  • Broadcast Invoicing - sends the same invoice to as many customers as you need.  Perfect for sending bills for dues or service contracts when many or all customers pay the same amount.
  • Change Order Processing - Lets you print or email a document detailing the changes to a job's estimate and showing the net change to the total estimate or contract amount and projected completion date.  From the same data entry screen, you can record acceptance of the change order and apply the changes to the job's estimated quantites, expenses, and revenues.

The following products are what Sage calls their industry solutions.  Here, the "Features Gained" section is comparing to Sage 50 Premium, not to the version preceding it in the list.



Sage 50 Premium Accounting for Distribution 2013

Sage 50 Premium Accounting for Distribution 2013 box shot
There are only a handful of differences between Premium and Premium for Distribution, but they are definitely significant.  For many users, the addition of unit of measure conversions and bill of material revisions allow them to stay on Sage 50 instead of having to upgrade to much more expensive software.

Features Gained:


  • Quantity Discounts - you can set up as many different discount tables as you want. And within each one you can have up to 5 different quantity breaks.  Quantity discounts can work in conjunction with price levels.
  • Work Tickets - Basically this provides a very simple version of a work order to help track the production of assembly items.
  • Multipacks/UOM Conversions - Each inventory item can be assigned a stocking unit of measure, purchase UOM, and selling UOM.  That allows you to, for example, purchase an item by the case but sell it as each.
  • Ability to revise Bill Of Material - Assembly items have a bill of materials attached to them so that Sage 50 knows which components make up the finished good.  In the lower versions of Sage 50, that BOM is set in stone.  But in Premium for Distribution, you can create a revised BOM with an effective date.  Any assembly transactions on or after that date will use the new BOM.
  • Specialized Crystal Reports - see table at bottom for list of reports

Sage 50 Premium Accounting for Manufacturing 2013

Sage 50 Premium Accounting for Manufacturing 2013 box shot
When Premium for Manufacturing and Premium for Distribution were introduced they were identical products.  Sage's stated intention was to eventually add specialized features to each over time.  As far as I can tell, the two version are still feature for feature twins so I'm not going to list the "features gained" again. 
This is not true manufacturing software.  But features like unit of measure conversions and bill of material revisions give it just enough flexibility to be useful to many smaller companies.  If you need true manufacturing software, you should check out Sage 50 Quantum - Manufacturing Edition.



Sage 50 Premium Accounting for Construction 2013

Sage 50 Premium Accounting for Construction 2013 box shot
While it can't match Sage Timberline Office (not Sage 300 Construction) in construction specific features, the addition of progress billing and contractor insurance tracking to Sage 50's solid set of core features make Sage 50 Premium for Construction very competitive in its price range.


Features Gained:


  • Progress Billing - Jobs that require progress billing can choose between Percent of Completion, Percent of Contract, or Percent of Proposal.
  • Contractor Insurance Tracking - A new tab was added to the Maintain Vendors window.  Here you can keep track of expiration date, insurance company name, policy number, and notes for worker's compensation, general liability, umbrella, and automotive policies.
  • Ability to revise Bill Of Material - Assembly items have a bill of materials attached to them so that Sage 50 knows which components make up the finished good.  In the lower versions of Sage 50, that BOM is set in stone.  But in Premium for Construction, you can create a revised BOM with an effective date.  Any assembly transactions on or after that date will use the new BOM.
  • Specialized Crystal Reports - see table at bottom for list of reports

Sage 50 Premium Accounting for Nonprofits 2013

Sage 50 Premium Accounting for Nonprofits 2013While it is a nice product, this is not a true fund accounting package.  The list below shows the nonprofit oriented features that have been added to Peachtree Premium.

Feature
s Gained:

  • United Way based chart of accounts - For organizations that need to report using United Way's chart of accounts, Sage 50 has included it along with several other choices when setting up your company.
  • Donor/Grantor Summary report using Crystal Reports - Provides a summary of YTD donations.
  • Preformatted Non-profit oriented financial statements: Combining Statement of Revenue and Expense, YTD Combining Statement of Revenue and Expense, Statement of Activities, and YTD Statement of Activities.  (Note that these reports can be created as custom financial statements in other versions of Sgae 50.  Sage 50 for Nonprofits provides them straight out of the box.
  • Fundraising mail merge template - merges Sage 50 data directly in to a customizable Word document.


Sage 50 Quantum 2013

Sage 50 Quantum 2013 box shot
Combines all of the features and prebuilt Crystal reports of the manufacturing, distribution, construction, and non-profit versions.  Comes in 5, 10, 15, 20, 30 or 40 user versions.  Quantum also comes with a Silver Business Care Plan which includes access to phone/email/chat support directly from Peachtree, along with product updates and upgrades for 1 year from the date of purchase, and a copy of Sage Business Intelligence.  After that, you can renew your Business Care subscription for less than the cost of a normal upgrade.

 Features Gained:


  • SmartPosting - Combines the convenience of real time posting with performance benefits of batch posting.  You save each transaction as you normally would, but the SmartPosting service handles the actual posting process in the background while you continue working.  So it saves time over waiting for transactions to post in real time, but saves you the extra step of posting in batch mode.  You have easy access to the SmartPost manager so that you can see if there are any unposted transactions.  You also have the option of using real time or batch posting.
  • My Dashboard - lets you create a customized display of your company's data.  Create as many tabs as you want to display customer, vendor, inventory, job, and GL information.
  • Order Process Workflow - Track the status of transactions in both sales and purchasing.  Set up the steps that you want to track and receive notifications when their status changes.  Assign a default user to each status so that changing the status automatically re-assigns it to the correct person.
  • Log Users Out - users with sufficient rights can log out all or selected users.  They also have the option of logging them out immediately or sending notification that they will be logged out in "X" minutes.
  • Up to 40 Users - Multi-user versions of Sage 50 Premium and Complete max out at 5 users.  Quantum comes in 5, 10, 15, 20, 30 or 40 user versions. 
  • Role Based Security - Lets you set up user rights by role or job title and assign users to a role instead of assigning rights from scratch for each user.
  • Job Navigation Center - Gives you convenient access to all job related tasks, transactions, and reports, as well as a job list that displays the status of each job.
  • Job & Project Management Center - Like the customer management center and inventory management center, but for jobs.  With 20 different customizable modules that you can choose to show or hide, you get instant access to status information and transactions related to a selected job.

Sage 50 Quantum 2013 Accountants' Edition

Sage 50 Quantum Accountants' Edition 2013 box shot
Just like Quantum but allows you to work with any flavor of Sage 50 2013 data. You can open and make changes to a client's data. Just remember that if you make changes to a client's data and send it back to them, it will over write their data, not merge with it.






Sage 50 Quantum 2013 Manufacturing Edition

Sage 50 Quantum 2013 Box MISys Manufacturing LogoIf you need more manufacturing features than Sage 50 Premium for Manufacturing or Sage 50 Quantum offer but don't want to give up Peachtree's ease of use or pay the usual price tag of manufacturing software, then Sage 50 Quantum Manufacturing Edition is for you.  It bundles Sage 50 Quantum with the MiSys Manufacturing System. The two products are tightly integrated, allowing MiSys to handle your manufacturing and WIP needs, while still utilizing Sage 50 for your finished goods inventory and invoicing.

Features Gained:
  • Extensive tracking of manufacturing inventory and work in process (WIP)
  • Multi-level bills of material with full explosion down to 16 levels deep
  • Net-change physical inventory with cycle counting
  • Batch-oriented or direct entry of all stock transfer transactions
  • Full back flushing of all assembly transactions
  • Choice of standard, average, LIFO, or FIFO costing methods
  • Cost adjustment with roll-up through all BOM levels
  • Stock check processing to identify impending shortages
  • Work orders to document and track production activity
  • Configurable alerts to show you critical events and status
  • Additional modules to extend capabilities in Advanced Purchasing, Advanced Production, Material Requirements Planning
  • Custom manufacturing reports



 
INCLUDED REPORTS DESIGNED WITH CRYSTAL REPORTS FOR Sage 50

(these are in addition to the 130+ internal reports)
Premium Construction Distribution Manufacturing Not For Profit Qauntum
Aged Payables X X X X X X
Aged Receivables X X X X X X
Customer Balance Graph X X X X X X
Customer Detail List X X X X X X
Customer Sales by Item X X X X X X
Customer Sales by Month X X X X X X
Inventory Labels X X X X X X
Items Sold by Month X X X X X X
Purchases by Unit Price X X X X X X
Vendor Balance Graph X X X X X X
Vendor Detail List X X X X X X
Void Check Register X X X X X X
Assembly Item UPC_SKU Label   X X X   X
Assembly Planning   X X X   X
Component Pick List   X X X   X
Deficient Components List   X X X   X
Item Sales by Customer & PO Number   X X X   X
On Hand Detail Report   X X X   X
Production Schedule   X X X   X
Stock Status by Location   X X X   X
Donor Grantor Summary List         X X