Sage 100

Before I start on this journey, I thought I'd ask... Has anyone put together a document that lists the advantages of SAGE 100 Payroll 2.x at year end over legacy Payroll? Even a document that lists all Payroll 2.x enhancements over Payroll v2017 might work.  Thanks.

------------------------------
Michael McDonald - Consultant
Michael T McDonald CPA
616-813-8887 - mike@mcdcpa.com
------------------------------

Interesting question.  What is the back story for it?  Is someone hesitant to move away from legacy PR?

------------------------------
Jeff Schwenk
FORMER 90M Board Member -140,000,000 is a TERRIBLE thing to waste!!!
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------

@Jeff Schwenk ,,, Yes and No. One client is looking for "good reason" to pay my upgrade fee to go from v2017 to Payroll 2.x. They have a small number of employees, "simple" accounting needs. Second client new Payroll clerk was "trained" in legacy. We just finished an upgrade from v2017 to Payroll 2.x. "What do I do now" in Payroll 2.x to properly process year end? ​

------------------------------
Michael McDonald - Consultant
Michael T McDonald CPA
616-813-8887 - mike@mcdcpa.com
------------------------------

Original Message:
Sent: 12-28-2021 13:23
From: Jeff Schwenk
Subject: Payroll 2.x - Year End (advantages over legacy) Document

Interesting question.  What is the back story for it?  Is someone hesitant to move away from legacy PR?

------------------------------
Jeff Schwenk
FORMER 90M Board Member -140,000,000 is a TERRIBLE thing to waste!!!
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------

@Michael McDonald - I find that the original "What's New in Sage 100 Payroll" guide from September 2017 is very helpful. Do you have it? For each of my customers as they have upgraded, I have highlighted specific sections that I know are important to pay attention to, and/or are of particular importance to them. ​

------------------------------
Karen O'Lane
Accounting Systems, Inc. (ASI)
Fresno CA
803.252.6154 x242
559.577.4142
90 Minds Treasurer
------------------------------

Original Message:
Sent: 12-28-2021 13:44
From: Michael McDonald
Subject: Payroll 2.x - Year End (advantages over legacy) Document

@Jeff Schwenk ,,, Yes and No. One client is looking for "good reason" to pay my upgrade fee to go from v2017 to Payroll 2.x. They have a small number of employees, "simple" accounting needs. Second client new Payroll clerk was "trained" in legacy. We just finished an upgrade from v2017 to Payroll 2.x. "What do I do now" in Payroll 2.x to properly process year end? ​

------------------------------
Michael McDonald - Consultant
Michael T McDonald CPA
616-813-8887 - mike@mcdcpa.com
------------------------------


Original Message:
Sent: 12-28-2021 13:23
From: Jeff Schwenk
Subject: Payroll 2.x - Year End (advantages over legacy) Document

Interesting question.  What is the back story for it?  Is someone hesitant to move away from legacy PR?

------------------------------
Jeff Schwenk
FORMER 90M Board Member -140,000,000 is a TERRIBLE thing to waste!!!
Bottomline Software, Inc.
Waynesboro VA
540-221-4444

@Karen O'Lane  I looked and looked, and I don't have the "What's New in SAGE 100 Payroll" Guide. (September 2017)  Could you e-mail a copy? mike@mcdcpa.com   ​
Thank You.

------------------------------
Michael McDonald - Consultant
Michael T McDonald CPA
616-813-8887 - mike@mcdcpa.com
------------------------------

Original Message:
Sent: 12-28-2021 13:54
From: Karen O'Lane
Subject: Payroll 2.x - Year End (advantages over legacy) Document

@Michael McDonald - I find that the original "What's New in Sage 100 Payroll" guide from September 2017 is very helpful. Do you have it? For each of my customers as they have upgraded, I have highlighted specific sections that I know are important to pay attention to, and/or are of particular importance to them. ​

------------------------------
Karen O'Lane
Accounting Systems, Inc. (ASI)
Fresno CA
803.252.6154 x242
559.577.4142
90 Minds Treasurer
------------------------------


Original Message:
Sent: 12-28-2021 13:44
From: Michael McDonald
Subject: Payroll 2.x - Year End (advantages over legacy) Document

@Jeff Schwenk ,,, Yes and No. One client is looking for "good reason" to pay my upgrade fee to go from v2017 to Payroll 2.x. They have a small number of employees, "simple" accounting needs. Second client new Payroll clerk was "trained" in legacy. We just finished an upgrade from v2017 to Payroll 2.x. "What do I do now" in Payroll 2.x to properly process year end? ​

------------------------------
Michael McDonald - Consultant
Michael T McDonald CPA
616-813-8887 - mike@mcdcpa.com


Original Message:
Sent: 12-28-2021 13:23
From: Jeff Schwenk
Subject: Payroll 2.x - Year End (advantages over legacy) Document

Interesting question.  What is the back story for it?  Is someone hesitant to move away from legacy PR?

------------------------------
Jeff Schwenk
FORMER 90M Board Member -140,000,000 is a TERRIBLE thing to waste!!!
Bottomline Software, Inc.
Waynesboro VA
540-221-4444

Interesting - Upgrade or die?  I had a client overlook putting in the new FICA/Medicare tax rates in legacy.  In August, when I migrated them to the new framework, they had some 'splaining to about 10 highly paid individuals why the taxes were off.  Not purging "terminated" employees at YE is nice.  Crystal reports are easy to modify/create.  As you know, there are many nice features.

But if they just don't want to spend money, maybe it is time for you to "help" them find an outside PR processor.  Their CPA probably does it for other clients.  Depending on your risk tolerance, you could offer to run their PR.  Easy to do.  Or maybe it is time to "retire" them as a client?

As for year end processing differences, the big one is you don't have to run your YE reports before the first PR of the new year.  You SHOULD run the YE close before the first PR run so that your YTD totals are reset.  You should still do your due diligence (reconciling reports to YE totals, verify deduction amounts/totals, verify SUI rates, etc).  Sage is slowing adding features (taken away).  I think comparing Office 2003 to Office 2007 is comparable.  The look and feel changed drastically, it took a while to acclimate yourself to the new version but I can't imagine going back.

------------------------------
Jeff Schwenk
FORMER 90M Board Member -140,000,000 is a TERRIBLE thing to waste!!!
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------

Original Message:
Sent: 12-28-2021 13:44
From: Michael McDonald
Subject: Payroll 2.x - Year End (advantages over legacy) Document

@Jeff Schwenk ,,, Yes and No. One client is looking for "good reason" to pay my upgrade fee to go from v2017 to Payroll 2.x. They have a small number of employees, "simple" accounting needs. Second client new Payroll clerk was "trained" in legacy. We just finished an upgrade from v2017 to Payroll 2.x. "What do I do now" in Payroll 2.x to properly process year end? ​

------------------------------
Michael McDonald - Consultant
Michael T McDonald CPA
616-813-8887 - mike@mcdcpa.com
------------------------------


Original Message:
Sent: 12-28-2021 13:23
From: Jeff Schwenk
Subject: Payroll 2.x - Year End (advantages over legacy) Document

Interesting question.  What is the back story for it?  Is someone hesitant to move away from legacy PR?

------------------------------
Jeff Schwenk
FORMER 90M Board Member -140,000,000 is a TERRIBLE thing to waste!!!
Bottomline Software, Inc.
Waynesboro VA
540-221-4444

In case others are interested.

------------------------------
Jeff Schwenk
FORMER 90M Board Member -140,000,000 is a TERRIBLE thing to waste!!!
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------

Original Message:
Sent: 12-28-2021 14:59
From: Jeff Schwenk
Subject: Payroll 2.x - Year End (advantages over legacy) Document

Interesting - Upgrade or die?  I had a client overlook putting in the new FICA/Medicare tax rates in legacy.  In August, when I migrated them to the new framework, they had some 'splaining to about 10 highly paid individuals why the taxes were off.  Not purging "terminated" employees at YE is nice.  Crystal reports are easy to modify/create.  As you know, there are many nice features.

But if they just don't want to spend money, maybe it is time for you to "help" them find an outside PR processor.  Their CPA probably does it for other clients.  Depending on your risk tolerance, you could offer to run their PR.  Easy to do.  Or maybe it is time to "retire" them as a client?

As for year end processing differences, the big one is you don't have to run your YE reports before the first PR of the new year.  You SHOULD run the YE close before the first PR run so that your YTD totals are reset.  You should still do your due diligence (reconciling reports to YE totals, verify deduction amounts/totals, verify SUI rates, etc).  Sage is slowing adding features (taken away).  I think comparing Office 2003 to Office 2007 is comparable.  The look and feel changed drastically, it took a while to acclimate yourself to the new version but I can't imagine going back.

------------------------------
Jeff Schwenk
FORMER 90M Board Member -140,000,000 is a TERRIBLE thing to waste!!!
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------


Original Message:
Sent: 12-28-2021 13:44
From: Michael McDonald
Subject: Payroll 2.x - Year End (advantages over legacy) Document

@Jeff Schwenk ,,, Yes and No. One client is looking for "good reason" to pay my upgrade fee to go from v2017 to Payroll 2.x. They have a small number of employees, "simple" accounting needs. Second client new Payroll clerk was "trained" in legacy. We just finished an upgrade from v2017 to Payroll 2.x. "What do I do now" in Payroll 2.x to properly process year end? ​

------------------------------
Michael McDonald - Consultant
Michael T McDonald CPA
616-813-8887 - mike@mcdcpa.com


Original Message:
Sent: 12-28-2021 13:23
From: Jeff Schwenk
Subject: Payroll 2.x - Year End (advantages over legacy) Document

Interesting question.  What is the back story for it?  Is someone hesitant to move away from legacy PR?

------------------------------
Jeff Schwenk
FORMER 90M Board Member -140,000,000 is a TERRIBLE thing to waste!!!
Bottomline Software, Inc.
Waynesboro VA
540-221-4444

This is an excellent resource for information on new features for both Sage 100 and Payroll. I especially like that it is not "gated" so you can share the link directly to the customer and/or their IT staff. In 90% of the cases they won't read it so they tee you up to submit a quote.

------------------------------
Wayne Schulz
Schulz Consulting
860-516-8990
------------------------------

@Jeff Schwenk  In your post above you stated: "As for year-end processing differences, the big one is you don't have to run your YE reports before the first PR of the new year."   So how does SAGE accomplish this? I know in Payroll 2.x SAGE added the Perpetual Payroll Check History for a minimum of two years. I suspect that printing W2s after processing a payroll in the new year is accomplished with program/file coordination between SAGE/Aatrix.  I've looked until my eyes are crisscrossed. Where in any SAGE document does it tell the legacy Payroll (v2017) user they can generate W2s for the prior year (2021), using the "live" company Payroll module, after they have performed Year End Processing (2021) and printed their first payroll in the new year (2022)?  Just saying "trust me" won't cut it!  ,      ​

------------------------------
Michael McDonald - Consultant
Michael T McDonald CPA
616-813-8887 - mike@mcdcpa.com
------------------------------

Original Message:
Sent: 12-29-2021 10:54
From: Wayne Schulz
Subject: Payroll 2.x - Year End (advantages over legacy) Document

This is an excellent resource for information on new features for both Sage 100 and Payroll. I especially like that it is not "gated" so you can share the link directly to the customer and/or their IT staff. In 90% of the cases they won't read it so they tee you up to submit a quote.

------------------------------
Wayne Schulz
Schulz Consulting
860-516-8990
------------------------------

Seeing is believing.  Copy your live PR company to a test company.  Close the year in the test company.  Generate your W-2's for 2021.  See where it takes you.

To be honest, I have never generated w-2's after closing the year as I usually have time before the first PR is due.  But I have generated 941's after closing the quarter without issue. 

As to where is the data stored, PR_Employeetaxhistory is a good one to look at.  Lots of information stored by calendar year and month.  There are probably others.

------------------------------
Jeff Schwenk
FORMER 90M Board Member -140,000,000 is a TERRIBLE thing to waste!!!
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------

Original Message:
Sent: 12-29-2021 12:24
From: Michael McDonald
Subject: Payroll 2.x - Year End (advantages over legacy) Document

@Jeff Schwenk  In your post above you stated: "As for year-end processing differences, the big one is you don't have to run your YE reports before the first PR of the new year."   So how does SAGE accomplish this? I know in Payroll 2.x SAGE added the Perpetual Payroll Check History for a minimum of two years. I suspect that printing W2s after processing a payroll in the new year is accomplished with program/file coordination between SAGE/Aatrix.  I've looked until my eyes are crisscrossed. Where in any SAGE document does it tell the legacy Payroll (v2017) user they can generate W2s for the prior year (2021), using the "live" company Payroll module, after they have performed Year End Processing (2021) and printed their first payroll in the new year (2022)?  Just saying "trust me" won't cut it!  ,      ​

------------------------------
Michael McDonald - Consultant
Michael T McDonald CPA
616-813-8887 - mike@mcdcpa.com
------------------------------


Original Message:
Sent: 12-29-2021 10:54
From: Wayne Schulz
Subject: Payroll 2.x - Year End (advantages over legacy) Document

This is an excellent resource for information on new features for both Sage 100 and Payroll. I especially like that it is not "gated" so you can share the link directly to the customer and/or their IT staff. In 90% of the cases they won't read it so they tee you up to submit a quote.

------------------------------
Wayne Schulz
Schulz Consulting
860-516-8990

IMO, Sage did a mediocre job of explaining exactly what the differences where - especially around closing and making backup companies vs whether reports and filings could be made after closing.

I’ve happily lost almost all my payroll users. I don’t feel I can make a profit on this type of work which is frequently high demand ( respond immediately ) and in many cases users are better served with outsource payroll.

The payroll users who remain tend to be fee averse and know the $2k ( ish ) they pay for payroll is 1/10th what an outsourced payroll might charge them.

---------------------------------
Wayne Schulz
Schulz Consulting
860-516-8990
---------------------------------

I was under the impression that since tax calculations were cloud based that there would never or seldom be a reason to install software to keep payroll up to date.  There have been lots of versions / "upgrades" to payroll 2 since the initial release.  If these "upgrades" has new features that were useful then the value may be worth the upgrade effort.  However, it seems we are being asked to upgrade payroll quite often for "compliance" updates... not much different than installing a tax table update.

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles
------------------------------

Original Message:
Sent: 12-30-2021 08:50
From: Wayne Schulz
Subject: Payroll 2.x - Year End (advantages over legacy) Document

IMO, Sage did a mediocre job of explaining exactly what the differences where - especially around closing and making backup companies vs whether reports and filings could be made after closing.

I've happily lost almost all my payroll users. I don't feel I can make a profit on this type of work which is frequently high demand ( respond immediately ) and in many cases users are better served with outsource payroll.

The payroll users who remain tend to be fee averse and know the $2k ( ish ) they pay for payroll is 1/10th what an outsourced payroll might charge them.

---------------------------------
Wayne Schulz
Schulz Consulting
860-516-8990
---------------------------------

Is there a document that specifies payroll compatibility with the base Sage 100 modules?  For example, can I install the most recent payroll version with Sage 100 2019 PU 3?

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles
------------------------------

Original Message:
Sent: 12-30-2021 08:56
From: Doug Higgs
Subject: Payroll 2.x - Year End (advantages over legacy) Document

I was under the impression that since tax calculations were cloud based that there would never or seldom be a reason to install software to keep payroll up to date.  There have been lots of versions / "upgrades" to payroll 2 since the initial release.  If these "upgrades" has new features that were useful then the value may be worth the upgrade effort.  However, it seems we are being asked to upgrade payroll quite often for "compliance" updates... not much different than installing a tax table update.

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles
------------------------------


Original Message:
Sent: 12-30-2021 08:50
From: Wayne Schulz
Subject: Payroll 2.x - Year End (advantages over legacy) Document

IMO, Sage did a mediocre job of explaining exactly what the differences where - especially around closing and making backup companies vs whether reports and filings could be made after closing.

I've happily lost almost all my payroll users. I don't feel I can make a profit on this type of work which is frequently high demand ( respond immediately ) and in many cases users are better served with outsource payroll.

The payroll users who remain tend to be fee averse and know the $2k ( ish ) they pay for payroll is 1/10th what an outsourced payroll might charge them.

---------------------------------
Wayne Schulz
Schulz Consulting
860-516-8990

The Sage 100 Integrated Solutions Compatibility Matrix shows payroll version 2.21.3 as the latest payroll version that is compatible with Sage 100 v2019.  I would like to install PR version 2.22.0 but will not install it without written documentation that it is compatible.

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles
------------------------------

Original Message:
Sent: 12-30-2021 08:59
From: Doug Higgs
Subject: Payroll 2.x - Year End (advantages over legacy) Document

Is there a document that specifies payroll compatibility with the base Sage 100 modules?  For example, can I install the most recent payroll version with Sage 100 2019 PU 3?

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles
------------------------------


Original Message:
Sent: 12-30-2021 08:56
From: Doug Higgs
Subject: Payroll 2.x - Year End (advantages over legacy) Document

I was under the impression that since tax calculations were cloud based that there would never or seldom be a reason to install software to keep payroll up to date.  There have been lots of versions / "upgrades" to payroll 2 since the initial release.  If these "upgrades" has new features that were useful then the value may be worth the upgrade effort.  However, it seems we are being asked to upgrade payroll quite often for "compliance" updates... not much different than installing a tax table update.

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles


Original Message:
Sent: 12-30-2021 08:50
From: Wayne Schulz
Subject: Payroll 2.x - Year End (advantages over legacy) Document

IMO, Sage did a mediocre job of explaining exactly what the differences where - especially around closing and making backup companies vs whether reports and filings could be made after closing.

I've happily lost almost all my payroll users. I don't feel I can make a profit on this type of work which is frequently high demand ( respond immediately ) and in many cases users are better served with outsource payroll.

The payroll users who remain tend to be fee averse and know the $2k ( ish ) they pay for payroll is 1/10th what an outsourced payroll might charge them.

---------------------------------
Wayne Schulz
Schulz Consulting
860-516-8990

Well shoot - I've put it on 3 systems so far.  Haven't seen a problem, but now you have me concerned.
N

------------------------------
Nancy Hanson
Blytheco LLC
Eagan MN
------------------------------

Original Message:
Sent: 12-30-2021 12:14
From: Doug Higgs
Subject: Payroll 2.x - Year End (advantages over legacy) Document

The Sage 100 Integrated Solutions Compatibility Matrix shows payroll version 2.21.3 as the latest payroll version that is compatible with Sage 100 v2019.  I would like to install PR version 2.22.0 but will not install it without written documentation that it is compatible.

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles
------------------------------


Original Message:
Sent: 12-30-2021 08:59
From: Doug Higgs
Subject: Payroll 2.x - Year End (advantages over legacy) Document

Is there a document that specifies payroll compatibility with the base Sage 100 modules?  For example, can I install the most recent payroll version with Sage 100 2019 PU 3?

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles


Original Message:
Sent: 12-30-2021 08:56
From: Doug Higgs
Subject: Payroll 2.x - Year End (advantages over legacy) Document

I was under the impression that since tax calculations were cloud based that there would never or seldom be a reason to install software to keep payroll up to date.  There have been lots of versions / "upgrades" to payroll 2 since the initial release.  If these "upgrades" has new features that were useful then the value may be worth the upgrade effort.  However, it seems we are being asked to upgrade payroll quite often for "compliance" updates... not much different than installing a tax table update.

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles


Original Message:
Sent: 12-30-2021 08:50
From: Wayne Schulz
Subject: Payroll 2.x - Year End (advantages over legacy) Document

IMO, Sage did a mediocre job of explaining exactly what the differences where - especially around closing and making backup companies vs whether reports and filings could be made after closing.

I've happily lost almost all my payroll users. I don't feel I can make a profit on this type of work which is frequently high demand ( respond immediately ) and in many cases users are better served with outsource payroll.

The payroll users who remain tend to be fee averse and know the $2k ( ish ) they pay for payroll is 1/10th what an outsourced payroll might charge them.

---------------------------------
Wayne Schulz
Schulz Consulting
860-516-8990

I called Sage and Alec Burke indicated that PR 2.22 is compatible with 2019.  He is going to try and get someone to update the documentation.

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles
------------------------------

Original Message:
Sent: 12-30-2021 12:17
From: Nancy Hanson
Subject: Payroll 2.x - Year End (advantages over legacy) Document

Well shoot - I've put it on 3 systems so far.  Haven't seen a problem, but now you have me concerned.
N

------------------------------
Nancy Hanson
Blytheco LLC
Eagan MN
------------------------------


Original Message:
Sent: 12-30-2021 12:14
From: Doug Higgs
Subject: Payroll 2.x - Year End (advantages over legacy) Document

The Sage 100 Integrated Solutions Compatibility Matrix shows payroll version 2.21.3 as the latest payroll version that is compatible with Sage 100 v2019.  I would like to install PR version 2.22.0 but will not install it without written documentation that it is compatible.

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles


Original Message:
Sent: 12-30-2021 08:59
From: Doug Higgs
Subject: Payroll 2.x - Year End (advantages over legacy) Document

Is there a document that specifies payroll compatibility with the base Sage 100 modules?  For example, can I install the most recent payroll version with Sage 100 2019 PU 3?

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles


Original Message:
Sent: 12-30-2021 08:56
From: Doug Higgs
Subject: Payroll 2.x - Year End (advantages over legacy) Document

I was under the impression that since tax calculations were cloud based that there would never or seldom be a reason to install software to keep payroll up to date.  There have been lots of versions / "upgrades" to payroll 2 since the initial release.  If these "upgrades" has new features that were useful then the value may be worth the upgrade effort.  However, it seems we are being asked to upgrade payroll quite often for "compliance" updates... not much different than installing a tax table update.

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles


Original Message:
Sent: 12-30-2021 08:50
From: Wayne Schulz
Subject: Payroll 2.x - Year End (advantages over legacy) Document

IMO, Sage did a mediocre job of explaining exactly what the differences where - especially around closing and making backup companies vs whether reports and filings could be made after closing.

I've happily lost almost all my payroll users. I don't feel I can make a profit on this type of work which is frequently high demand ( respond immediately ) and in many cases users are better served with outsource payroll.

The payroll users who remain tend to be fee averse and know the $2k ( ish ) they pay for payroll is 1/10th what an outsourced payroll might charge them.

---------------------------------
Wayne Schulz
Schulz Consulting
860-516-8990

@Jeff Schwenk...While you were typing in your response, I did what you suggested and discovered that the control of what year W2s will print is in Aatrix:​ (See attached).  However, I did discover a difference between V2017 and PR 2.21. In several SAGE YE documents it says: "Verify the 'Years to retain eFiling Check History' is set appropriately in Payroll Options"    The selection is there in v2017 (see attached). But it's missing in PR 2.21 Main tab (see attached). Do you suppose the History tab Option in PR 2.21 "Years to retain Payroll History" automatically includes eFiling Check History???

------------------------------
Michael McDonald - Consultant
Michael T McDonald CPA
616-813-8887 - mike@mcdcpa.com
------------------------------

Original Message:
Sent: 12-30-2021 13:11
From: Doug Higgs
Subject: Payroll 2.x - Year End (advantages over legacy) Document

I called Sage and Alec Burke indicated that PR 2.22 is compatible with 2019.  He is going to try and get someone to update the documentation.

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles
------------------------------


Original Message:
Sent: 12-30-2021 12:17
From: Nancy Hanson
Subject: Payroll 2.x - Year End (advantages over legacy) Document

Well shoot - I've put it on 3 systems so far.  Haven't seen a problem, but now you have me concerned.
N

------------------------------
Nancy Hanson
Blytheco LLC
Eagan MN


Original Message:
Sent: 12-30-2021 12:14
From: Doug Higgs
Subject: Payroll 2.x - Year End (advantages over legacy) Document

The Sage 100 Integrated Solutions Compatibility Matrix shows payroll version 2.21.3 as the latest payroll version that is compatible with Sage 100 v2019.  I would like to install PR version 2.22.0 but will not install it without written documentation that it is compatible.

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles


Original Message:
Sent: 12-30-2021 08:59
From: Doug Higgs
Subject: Payroll 2.x - Year End (advantages over legacy) Document

Is there a document that specifies payroll compatibility with the base Sage 100 modules?  For example, can I install the most recent payroll version with Sage 100 2019 PU 3?

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles


Original Message:
Sent: 12-30-2021 08:56
From: Doug Higgs
Subject: Payroll 2.x - Year End (advantages over legacy) Document

I was under the impression that since tax calculations were cloud based that there would never or seldom be a reason to install software to keep payroll up to date.  There have been lots of versions / "upgrades" to payroll 2 since the initial release.  If these "upgrades" has new features that were useful then the value may be worth the upgrade effort.  However, it seems we are being asked to upgrade payroll quite often for "compliance" updates... not much different than installing a tax table update.

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles


Original Message:
Sent: 12-30-2021 08:50
From: Wayne Schulz
Subject: Payroll 2.x - Year End (advantages over legacy) Document

IMO, Sage did a mediocre job of explaining exactly what the differences where - especially around closing and making backup companies vs whether reports and filings could be made after closing.

I've happily lost almost all my payroll users. I don't feel I can make a profit on this type of work which is frequently high demand ( respond immediately ) and in many cases users are better served with outsource payroll.

The payroll users who remain tend to be fee averse and know the $2k ( ish ) they pay for payroll is 1/10th what an outsourced payroll might charge them.

---------------------------------
Wayne Schulz
Schulz Consulting
860-516-8990