Attached are the two docs that seem to be circulating, and additionally we have the following notes internally at EB from the last PAC meeting:
Payroll Tier Update:
Expiration Date Cut-Off Date Extended to August 1.
oEmail communication went out two weeks ago.
Another communication slated for mid-July.
About 4,000 customers still need to adopt payroll tier.
Payroll Fixes released in May to allow for read-only access if tier is expired.
Most frequent support call is that the key does not include PR module.
Roadmap Update:
Product Enhancement in June Release
oSage Payment Solutions
New Payment Setup Wizard
?Will be helpful for any new SPS customers or those newly setting up SPS.
oPayroll 2.0 Limited Release for Customers
Available for customers who would be interested in the Customer Preview
?If interested, reach out to Linda Weber.
oAP Automation
Launching July 21st.
Training will be available shortly for training. Currently working on partner margins & revenue model.
?If interested, reach out to Linda Cade.
Product Enhancement in October Release
oMobile Warehouse - Scanco
New feature for Sage 100c customers that will allow for use of mobile devices to scan transactions (cycle counts, shipments, receiving) to bring in through barcode module. It does not have multi-bin capability out of the box.
?Still working through pricing structures - expected to have finalized in 30 days.
oSage Budgeting & Planning
Pushed to October release
oRevenue Recognition Engine (AS-606)
Research in progress
First phase will be through leadership (whitepaper, knowledge entry)
Additional phases to include some development work to facilitate compliance.
?Tracking Requirements:
Public trading company by FY18
Non-public trading company by FY19
Product Enhancement in February 2018 Release
oeInvoicing - Terms on Time
Benefit available in 100c
Revisiting the contract
Includes click-to-pay & customer portal capabilities
*DSD originally wrote the interface to Sage.
oeCommerce
More to come
Unable to disclose vendor until contract is complete
B2B & B2C capabilities
Includes customer portal
Sage Solutions - Purchase
oEvaluating what makes the most sense, both strategically & financially, with any changes.
Name - Currently still Sage Payment Solutions, will likely change.
Payment Integrations - Sage is actively exploring other payment processor companies & plan to begin negotiations.
Sage Vault - The integration is still in place with the partnership, so the gateway still exists. This means that all customers still have access to information.
?If a customer were to migrate to another processor, the ""vaulted information"" will need to be migrated too.
Paperless Office
oEmail Notification
Text only, not HTML
Will re-write Paperless Office using O365
?Targeted to start work in February 2018, with AR, AP, & GL