Invoice foooter showing pay now button

Sage 300 2021

Updated visual process flows

Sage have redesigned Visual Process Flows so they no longer require Adobe Flash and in 2021 they are not editable.

Accept payments through online providers

You can now accept payments from your customers through online payment service providers such as PayPal and Stripe. Invoices can include a Pay Now button.

Withholding taxes for sales

In Tax Services, in addition to withholding taxes for purchases, you can now set up withholding taxes for sales.

Use longer numbers for checks and deposit slips

You can now enter check numbers and deposit slip numbers that are up to fifteen characters long.

Specify customer account sets in O/E templates

You can now specify customer account sets in Order Entry templates.


To find out more about these features or to plan an upgrade just contact us.

Customer screen showing multiple contacts

Sage 300 2020

Multiple contacts for customers and vendors

You can now set up multiple contacts for customers and vendors. If you have integrated Sage 300 with Microsoft Office 365 or with Sage CRM, the new contacts are supported in the Sage Contact app for Outlook 365 and in Sage CRM.

Improved help

We’ve updated Sage 300 help to make it easier for you to find important information and instructions. Also, you can now use internet search engines to find information in the help.

Use online bank feeds to reconcile bank accounts

Bank feeds make it fast and easy to get transactions from your bank, and they’re supported by most major banks.

General Ledger integration with Tax Services

Integrating General Ledger and Tax Services allows you to enter tax amounts in G/L journal entries.

Tolerances on Purchasing Workflow Receipt Entry

Added the ability to have a tolerance percentage applied to Receipt Entry.

Purchasing Workflow PO Change Orders

Added a new screen, PW PO Change Orders. This screen allows users to process a PO change order on an already approved PO. The original PO is closed.


To find out more about these features or to plan an upgrade just contact us.

Global Search screen shot

Sage 300 2019

Global Search

Type a name, description, number, or code in Global Search to quickly find transactions or records in your database. You can search for people, companies, transactions, accounts, and many other types of records. Now you can google your accounting system.

Support for E-Invoicing

Added support for E-Invoicing via PEPPOL (receiving) in the Document Processing Service in Payables Workflow. Allow suppliers to add invoices for you to approve, without having the enter the data, saving time and increasing accuracy.

Quick Review for Payables Workflow approval console

This screen can be opened by clicking the Quick Review button, The screen shows key information fields and the invoice side by side, saving time for more important work.

Export Declaration Number field

In Accounts Receivable and Order Entry, you can now enter export declaration numbers for individual invoice details.

Tax Reporting programs for Australia and Singapore

If you report taxes in Australia or Singapore, new programs are available to help you gather and prepare information that you need for tax reporting.

Reverse Charges

In Tax Services, you can set up reverse charges (also called customer accounting or self-assessed taxes) for purchases.

Withholding Taxes

In Tax Services, you can set up withholding taxes for purchases.

Workflow In-process Emailing

Reduce workflow approval processing time by turning off in-process emailing on the PW Options screen and use server emailing service.

Funds Availability pop-up screen

Updated the Requisition Entry and Approval Console screens to use the new pop up forms released in Funds Availability.

Multichannel Document Processing Service

Added support for multichannel Document Processing Service invoice processing.

Multiple receipts

Multiple receipts to a single Payables Workflow-Purchase Order Invoice.


To find out more about these features or to plan an upgrade just contact us.