Sage 100

Hello 90Minders. The squad has begun compiling our 2026 list, and during our discussion, we came up with a question for the Sage 100 members. 

If you could choose one improvement to Sage 100 and be guaranteed it would be included in the next release, what would it be? 

There's no such thing as a wrong answer, but while many changes could make a consultant's life easier, the ideal improvement should ultimately benefit most end-users.

Note: This is intended solely for open discussion, with no guarantee it will be included on any list or in any future release.

------------------------------
Bill Pfahnl
Nims & Associates
------------------------------

Age the AR/AP trial balances so client's CPAs will stop asking for it.

------------------------------
Jeff Schwenk
Owner
Bottomline Software, Inc.
Waynesboro VA
(540) 221-4444

Improving bottom lines for over 25 years!
------------------------------

Oh, that's a GOOD one.  Very good.

------------------------------
Beth Bowers
Dog Mom, first and foremost. The rest is all just necessary to keep the dogs in biscuits.
(269) 358-0989
------------------------------

Original Message:
Sent: 12-01-2025 17:30
From: Jeff Schwenk
Subject: Quick Wins 2026 - What do you wish for?

Age the AR/AP trial balances so client's CPAs will stop asking for it.

------------------------------
Jeff Schwenk
Owner
Bottomline Software, Inc.
Waynesboro VA
(540) 221-4444

Improving bottom lines for over 25 years!
------------------------------

Aging the Inventory Trial Balance would be great also.

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

Original Message:
Sent: 12-01-2025 17:30
From: Jeff Schwenk
Subject: Quick Wins 2026 - What do you wish for?

Age the AR/AP trial balances so client's CPAs will stop asking for it.

------------------------------
Jeff Schwenk
Owner
Bottomline Software, Inc.
Waynesboro VA
(540) 221-4444

Improving bottom lines for over 25 years!
------------------------------

This isn't in the "quick win" category but:  a fully functional web-browser based workstation client (without needing a terminal server / remote app) for Advanced / Premium, coupled with Paperless functionality adjusted to 100% server side processing, removing complications of user printers / the Paperless print object on workstations.

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
------------------------------

I want a one click install of workstation setup. It's December 2025. Sage 100 has been around for well over 25 years. There is still a hodge-podge mix of deciding which workstations should get which components.

Ever done an upgrade and had to configure more than 10 workstations? How many of those users are sitting at their workstation waiting for you? Maybe one or two? The rest are off doing something else. How do I know who needs Crystal Reports full version or eFiling or credit card processing? ( Yes - I do understand that virtually nobody else has this or they catch it on their 80 page install checklist  - so I'm not saying this is anything but a me problem ... ). I also acknowledge that some of this can be overcome by using remote desktop /VDI type solutions.

The upgrade process with enhancements can be so arduous that it's not at all uncommon for clients to hold off for 5 or more versions ( and I don't blame them ). So we frequently don't even have the same users when we go back to do the upgrades so keeping notes of what features Tom or Jane used is of marginal value.

The Sage workstation installation needs to install the complete workstation. And if the install is so damn big that the response is "well it would take a long time" then see the other suggestion in this thread that  Sage 100  should run out of a browser UI ( which I take as meaning no need to install local client software to each workstation).

It's kind of embarrassing to even have to ask for this...

------------------------------
Wayne Schulz
wayne@s-consult.com
Schulz Consulting
(860) 516-8990
Connecticut
------------------------------

I keep getting customers with internal IT staff asking for a way to automate the workstation installations; i.e. schedule and let it run on its own.

------------------------------
Karen O'Lane
Accounting Systems, Inc. (ASI)
kolane@asifocus.com
559-448-0900
559-577-4142
http://www.asifocus.com
------------------------------

@Karen O'Lane

Is this what you are referring to? How to install Sage 100 ERP client through Group Policy Management and Command Prompt (Silent Install)

------------------------------
Todd Martin
MBA Business Software
https://www.mbabsi.com
------------------------------

Original Message:
Sent: 12-01-2025 19:33
From: Karen O'Lane
Subject: Quick Wins 2026 - What do you wish for?

I keep getting customers with internal IT staff asking for a way to automate the workstation installations; i.e. schedule and let it run on its own.

------------------------------
Karen O'Lane
Accounting Systems, Inc. (ASI)
kolane@asifocus.com
559-448-0900
559-577-4142
http://www.asifocus.com
------------------------------

@Todd Martin - This looks promising. Thank you!

------------------------------
Karen O'Lane
Accounting Systems, Inc. (ASI)
kolane@asifocus.com
559-448-0900
559-577-4142
http://www.asifocus.com
------------------------------

Original Message:
Sent: 12-02-2025 10:04
From: Todd Martin
Subject: Quick Wins 2026 - What do you wish for?

@Karen O'Lane

Is this what you are referring to? How to install Sage 100 ERP client through Group Policy Management and Command Prompt (Silent Install)

------------------------------
Todd Martin
MBA Business Software
https://www.mbabsi.com
------------------------------


Original Message:
Sent: 12-01-2025 19:33
From: Karen O'Lane
Subject: Quick Wins 2026 - What do you wish for?

I keep getting customers with internal IT staff asking for a way to automate the workstation installations; i.e. schedule and let it run on its own.

------------------------------
Karen O'Lane
Accounting Systems, Inc. (ASI)
kolane@asifocus.com
559-448-0900
559-577-4142
http://www.asifocus.com

Ship To Maintenance and Reports.  Also a method to merge customer ID's with like Ship To Codes, without overwriting Codes that are different addresses; maybe with an option to decide how to proceed?  (new number for all codes, all codes from Merge To Account and renumber from with fresh numbers?)

------------------------------
Madeline Stefanou
RKL eSolutions, LLC
------------------------------

Print AP ACH File Listing to Paperless (encrypt PII).

------------------------------
Barbara Goldstein
Sr. Consultant
DSD Business Systems
------------------------------

Original Message:
Sent: 12-03-2025 14:14
From: Bob Pfahnl
Subject: Quick Wins 2026 - What do you wish for?

A Business Insights Dashboard of GL control accounts with links to supporting reports, including a setting in GL that prevents anything other than non-GL modules to post to the control accounts (except by Security option).

 

Bob Pfahnl Sr. Business Analyst (GM Silicon Valley)  e: bobp@dsdinc.com p: 800-627-9032 x 220 s: Sage100Support@dsdinc.com

 

Wire Transfer Information - in Vendor Maintenance, Electronic Payment, a check box for Wire Transfer.  If Wire Transfer is selected, the fields expand accordingly for international information (basically a wider account / routing number) and a few more fields for additional requirements like Country code.  This will not generate Wire Transfers yet, it would be laying the groundwork and holding that data in a location that makes sense.  

------------------------------
Annette Egbert
Director for Sage BMS
DSD
------------------------------

I have three on my wish list: 

1. In AP > Check Printing and Electronic Payment > Invoice Payment Selection - if the user has selected invoices for payment using the "Select" button disable the "Proceed" button or rename it to "Click Here to select all invoices based on the selection criteria on this panel and totally disregard all of the invoices you just carefully selected for payment".  Without fail new users accidentally print checks for all their open invoices. I usually rename the button to "Select All" just to keep people from clicking it.
2. In AR > Cash Receipts Entry. If the entry is out of balance, change the prompt away from "delete the deposit?".  It could be some message that lets them save but warns them that they can't post or something like that. I've had clicky users accidentally delete batches that took them hours but they weren't done with yet and just wanted to save it. Jumping right to Delete the Deposit feels aggressive. 
3. GL General Journal update Bank Rec if the account is a cash account. Maybe there is a business reason for the way this works but clients are always surprised that the General Journal doesn't automatically update the Bank Rec and Transaction Journal is such a strange animal. The ability to post to GL from Bank Rec has helped this but it still feels like a gap in functionality. 

------------------------------
Kate Krueger
Consultant
MicroAccounting
214.800.5555x553
------------------------------

And because I ran into this one yet again today, only permit validate date contents in data entry.  I had to correct 11/20/225.

------------------------------
Barbara Goldstein
Sr. Consultant
DSD Business Systems
------------------------------

Original Message:
Sent: 12-05-2025 11:25
From: Kate Krueger
Subject: Quick Wins 2026 - What do you wish for?

I have three on my wish list: 

1. In AP > Check Printing and Electronic Payment > Invoice Payment Selection - if the user has selected invoices for payment using the "Select" button disable the "Proceed" button or rename it to "Click Here to select all invoices based on the selection criteria on this panel and totally disregard all of the invoices you just carefully selected for payment".  Without fail new users accidentally print checks for all their open invoices. I usually rename the button to "Select All" just to keep people from clicking it.
2. In AR > Cash Receipts Entry. If the entry is out of balance, change the prompt away from "delete the deposit?".  It could be some message that lets them save but warns them that they can't post or something like that. I've had clicky users accidentally delete batches that took them hours but they weren't done with yet and just wanted to save it. Jumping right to Delete the Deposit feels aggressive. 
3. GL General Journal update Bank Rec if the account is a cash account. Maybe there is a business reason for the way this works but clients are always surprised that the General Journal doesn't automatically update the Bank Rec and Transaction Journal is such a strange animal. The ability to post to GL from Bank Rec has helped this but it still feels like a gap in functionality. 

------------------------------
Kate Krueger
Consultant
MicroAccounting
214.800.5555x553
------------------------------

Not sure if this is a quick win or not, but if it really is objects, then it should be easy to add validation to every date field all in one place for all the date objects...hey you called this a wish list...

------------------------------
Phil McIntosh
Friendly Systems
------------------------------

Original Message:
Sent: 12-05-2025 16:31
From: Barbara Goldstein
Subject: Quick Wins 2026 - What do you wish for?

And because I ran into this one yet again today, only permit validate date contents in data entry.  I had to correct 11/20/225.

------------------------------
Barbara Goldstein
Sr. Consultant
DSD Business Systems
------------------------------


Original Message:
Sent: 12-05-2025 11:25
From: Kate Krueger
Subject: Quick Wins 2026 - What do you wish for?

I have three on my wish list: 

1. In AP > Check Printing and Electronic Payment > Invoice Payment Selection - if the user has selected invoices for payment using the "Select" button disable the "Proceed" button or rename it to "Click Here to select all invoices based on the selection criteria on this panel and totally disregard all of the invoices you just carefully selected for payment".  Without fail new users accidentally print checks for all their open invoices. I usually rename the button to "Select All" just to keep people from clicking it.
2. In AR > Cash Receipts Entry. If the entry is out of balance, change the prompt away from "delete the deposit?".  It could be some message that lets them save but warns them that they can't post or something like that. I've had clicky users accidentally delete batches that took them hours but they weren't done with yet and just wanted to save it. Jumping right to Delete the Deposit feels aggressive. 
3. GL General Journal update Bank Rec if the account is a cash account. Maybe there is a business reason for the way this works but clients are always surprised that the General Journal doesn't automatically update the Bank Rec and Transaction Journal is such a strange animal. The ability to post to GL from Bank Rec has helped this but it still feels like a gap in functionality. 

------------------------------
Kate Krueger
Consultant
MicroAccounting
214.800.5555x553

Autonumber APP checks in manual check entry.  Currently, user can enter any seven numbers to compete the APP process.  With a client that has a lot of APP checks, I keep an Excel sheet for APP number tracking.  Create a next APP check # field in AP set up options.  When entering an APP payment, simply enter APP in the check number field, then press the # button to get the next sequential number.

------------------------------
Jeff Schwenk
Owner
Bottomline Software, Inc.
Waynesboro VA
(540) 221-4444

Improving bottom lines for over 25 years!
------------------------------

Original Message:
Sent: 12-05-2025 18:34
From: Phil McIntosh
Subject: Quick Wins 2026 - What do you wish for?

Not sure if this is a quick win or not, but if it really is objects, then it should be easy to add validation to every date field all in one place for all the date objects...hey you called this a wish list...

------------------------------
Phil McIntosh
Friendly Systems
------------------------------


Original Message:
Sent: 12-05-2025 16:31
From: Barbara Goldstein
Subject: Quick Wins 2026 - What do you wish for?

And because I ran into this one yet again today, only permit validate date contents in data entry.  I had to correct 11/20/225.

------------------------------
Barbara Goldstein
Sr. Consultant
DSD Business Systems


Original Message:
Sent: 12-05-2025 11:25
From: Kate Krueger
Subject: Quick Wins 2026 - What do you wish for?

I have three on my wish list: 

1. In AP > Check Printing and Electronic Payment > Invoice Payment Selection - if the user has selected invoices for payment using the "Select" button disable the "Proceed" button or rename it to "Click Here to select all invoices based on the selection criteria on this panel and totally disregard all of the invoices you just carefully selected for payment".  Without fail new users accidentally print checks for all their open invoices. I usually rename the button to "Select All" just to keep people from clicking it.
2. In AR > Cash Receipts Entry. If the entry is out of balance, change the prompt away from "delete the deposit?".  It could be some message that lets them save but warns them that they can't post or something like that. I've had clicky users accidentally delete batches that took them hours but they weren't done with yet and just wanted to save it. Jumping right to Delete the Deposit feels aggressive. 
3. GL General Journal update Bank Rec if the account is a cash account. Maybe there is a business reason for the way this works but clients are always surprised that the General Journal doesn't automatically update the Bank Rec and Transaction Journal is such a strange animal. The ability to post to GL from Bank Rec has helped this but it still feels like a gap in functionality. 

------------------------------
Kate Krueger
Consultant
MicroAccounting
214.800.5555x553

@Jeff Schwenk Yes! This is an excellent request!

------------------------------
Karen O'Lane
Accounting Systems, Inc. (ASI)
kolane@asifocus.com
559-448-0900
559-577-4142
http://www.asifocus.com
------------------------------

Original Message:
Sent: 12-05-2025 19:10
From: Jeff Schwenk
Subject: Quick Wins 2026 - What do you wish for?

Autonumber APP checks in manual check entry.  Currently, user can enter any seven numbers to compete the APP process.  With a client that has a lot of APP checks, I keep an Excel sheet for APP number tracking.  Create a next APP check # field in AP set up options.  When entering an APP payment, simply enter APP in the check number field, then press the # button to get the next sequential number.

------------------------------
Jeff Schwenk
Owner
Bottomline Software, Inc.
Waynesboro VA
(540) 221-4444

Improving bottom lines for over 25 years!
------------------------------


Original Message:
Sent: 12-05-2025 18:34
From: Phil McIntosh
Subject: Quick Wins 2026 - What do you wish for?

Not sure if this is a quick win or not, but if it really is objects, then it should be easy to add validation to every date field all in one place for all the date objects...hey you called this a wish list...

------------------------------
Phil McIntosh
Friendly Systems


Original Message:
Sent: 12-05-2025 16:31
From: Barbara Goldstein
Subject: Quick Wins 2026 - What do you wish for?

And because I ran into this one yet again today, only permit validate date contents in data entry.  I had to correct 11/20/225.

------------------------------
Barbara Goldstein
Sr. Consultant
DSD Business Systems


Original Message:
Sent: 12-05-2025 11:25
From: Kate Krueger
Subject: Quick Wins 2026 - What do you wish for?

I have three on my wish list: 

1. In AP > Check Printing and Electronic Payment > Invoice Payment Selection - if the user has selected invoices for payment using the "Select" button disable the "Proceed" button or rename it to "Click Here to select all invoices based on the selection criteria on this panel and totally disregard all of the invoices you just carefully selected for payment".  Without fail new users accidentally print checks for all their open invoices. I usually rename the button to "Select All" just to keep people from clicking it.
2. In AR > Cash Receipts Entry. If the entry is out of balance, change the prompt away from "delete the deposit?".  It could be some message that lets them save but warns them that they can't post or something like that. I've had clicky users accidentally delete batches that took them hours but they weren't done with yet and just wanted to save it. Jumping right to Delete the Deposit feels aggressive. 
3. GL General Journal update Bank Rec if the account is a cash account. Maybe there is a business reason for the way this works but clients are always surprised that the General Journal doesn't automatically update the Bank Rec and Transaction Journal is such a strange animal. The ability to post to GL from Bank Rec has helped this but it still feels like a gap in functionality. 

------------------------------
Kate Krueger
Consultant
MicroAccounting
214.800.5555x553

Here's one that would benefit a lot of clients. 

Currently you can generate a PO from a sales order, which is great. The PO is recorded on the SO Lines, and the PO has the SO Number. Linked. What's missing is the return trip. I would like to see a similar button in PO Receipt of Invoice that when selected, generates the SO Invoice against the original Sales Order copying in the actual cost from ROI. We do this now with a custom script (thank you @Dan Burleson) but I would love to see it part of the base product.

This solution would also help guarantee the sales order is invoiced in a timely fashion. Right now, there's no way to know if the drop ship has been completed without tracking it externally. A user has to convert the sales order manually. Having the sales order invoiced when the drop ship invoice is recorded solves this issue.

------------------------------
Bill Pfahnl
Nims & Associates
------------------------------

Original Message:
Sent: 12/5/2025 7:27:00 PM
From: Bill Pfahnl
Subject: RE: Quick Wins 2026 - What do you wish for?

Here's one that would benefit a lot of clients. 

Currently you can generate a PO from a sales order, which is great. The PO is recorded on the SO Lines, and the PO has the SO Number. Linked. What's missing is the return trip. I would like to see a similar button in PO Receipt of Invoice that when selected, generates the SO Invoice against the original Sales Order copying in the actual cost from ROI. We do this now with a custom script (thank you @Dan Burleson) but I would love to see it part of the base product.

This solution would also help guarantee the sales order is invoiced in a timely fashion. Right now, there's no way to know if the drop ship has been completed without tracking it externally. A user has to convert the sales order manually. Having the sales order invoiced when the drop ship invoice is recorded solves this issue.

------------------------------
Bill Pfahnl
Nims & Associates
------------------------------

Sorry if this has already been requested or if there's a workaround everyone else knows about but me.

How about bringing the Master Accounting Series for the 90s into 2025 and include tools to manage credit card receipts. Can't there be a screen similar to the selecting AP invoices for payments where a user could select credit card, ACH incoming payments that have cleared and have Sage batch update those. This would be a great tool for the user to be sure that all their credit card receipts were cleared by the merchant.

As it stands now most users seem to use a Credit Card clearing account where the initial credit card receipt is posted. Then when their batch settles and the money is received they make a manual move -- usually another cash receipt -- to take the money out of the Credit Card Clearing and move it into their operating account. This is a two step process. One reason people seem to do this is they are conditioned to use their cash receipts report to see who has paid. Making this entry gets the transaction onto the Cash Receipts Report.

I think there is another Deposit Transaction Report which may work but requires that deposit history be enabled ( by default I think this history is off). And it can be a magic trick to convince accounting staff who've been using the older reports since the 90s to consider a new report.

------------------------------
Wayne Schulz
wayne@s-consult.com
Schulz Consulting
(860) 516-8990
Connecticut
------------------------------

I wish for this type of "we'll give you a fix for a known issue but first (a) find it in the KB and then (b) Sign a waiver" to go away. Make the downloads freely available once again.

Here's the business reason behind this: 

When performing an upgrade you frequently want to have the very latest version of Sage. This is especially true of larger sites where you also are juggling multiple integrations. There is generally no longer any list of interim patches that can be downloaded and applied in advance to your upgrade. Meaning there is a risk that the only way to find out you could need this patch - short of staying up late and reading through a dreadful Sage KB - is to haphazardly wander across the error. 

There should be a way to obtain a fully patches Sage 100 version short of waiting for the next product update.

At the very least there should be a master list of these one-off patches which are available so that they can be reviewed to see if they should be incorporated into an update.

------------------------------
Wayne Schulz
wayne@s-consult.com
Schulz Consulting
(860) 516-8990
Connecticut
------------------------------