Features

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Accounting and Information Technology, Assistance and Support
Sage 50 Accounts

Sage 50 feature comparisons by version

Get up and running
Version	11	12	2007	2008	2009	2010	2011	2012
Support for Virtual Environments							X	X
Month End, Year End and VAT Guides						X	X	X
Video/simulations Guides						X	X	X
Diary with views by day, week, month					X	X	X	X
Recurring tasks/events					X	X	X	X
Delegate tasks (network versions only)						X	X	X
Diary synchronisation of tasks with Outlook					X	X	X	X
Ability to assign tasks to customers/suppliers and their contacts					X	X	X	X
Automatic update of software					X	X	X	X
More assistance including tutorials, getting started and upgrades					X	X	X	X
Improved corrections easily access and correct data					X	X	X	X
Practice company					X	X	X	X
Option to access demo or practise company on startup					X	X	X	X
RSS feed informing of updates & product news				X	X	X	X	X
Information centre				X	X	X	X	X
New active set up wizard, improved activity, smart links to stock & project			X	X	X	X	X	X
Multi-company - resizable list & can be printed			X	X	X	X	X	X
Process Maps & Dashboards		X	X	X	X	X	X	X
Improved Data Import - easier to import, import project records		X	X	X	X	X	X	X
Document Manager	X	X	X	X	X	X	X	X
Excel Integrated Reporting	X	X	X	X	X	X	X	X
Copy & Batch Change Facility	X	X	X	X	X	X	X	X
Smart Totals & Smart Links	X	X	X	X	X	X	X	X
Drill down to source transaction	X	X	X	X	X	X	X	X
NEW Online Registration & Activation								X

Manage your Customers
Manage your Customers Integration with Web Stores							X	X
Integration with Web Stores						X	X	X
Customer transactions - filter/ sort and ability to credit and refund at point of processing (needs subscription to Sage Pay)						X	X	X
Cash Register						X	X	X
Payment processing including sort /filter and recurring transaction management						X	X	X
Improved Dashboards - Easily see where money is, what is outstanding, who is due aged, days to pay and tasks for the day					X	X	X	X
Improved Chase debt by overdue, promised, dispute and custom views with smart columns to personalise view to suite needs					X	X	X	X
Easily access account record and view activities and communications					X	X	X	X
Easily view all communications in one single place					X	X	X	X
Account balance when communication took place automatically added					X	X	X	X
Communications automatically updated when statements and letters sent					X	X	X	X
Easily record new communications and follow up					X	X	X	X
Store details of account contacts including address, telephone numbers and email					X	X	X	X
Record notes against contact and delivery addresses					X	X	X	X
Set preferences for issuing of documents such as invoices, state-ments, letters, orders etc including both contact to issue and email.					X	X	X	X
Contact and delivery addresses available in Accounts variant					X	X	X	X
Easily view disputed items					X	X	X	X
Disputes introduced into Accounts variant					X	X	X	X
Record method of payment - cash, cheque, card, SO/DD, factoring, invoice discounting					X	X	X	X
Drillable reports - aged debt, credit management summary					X	X	X	X
Communications history by customer					X	X	X	X
Easier to send statements to correct contact and by email					X	X	X	X
Automatically update communications history				X	X	X	X	X
Easier to send letters to correct contact and by email				X	X	X	X	X
Automatically update communications history				X	X	X	X	X
Improved reporting - drillable aged debt and credit management summary report				X	X	X	X	X
Contact and delivery addresses available in reporting and on documents				X	X	X	X	X
Refunds - Customer payments			X	X	X	X	X	X
Recurring Invoices - Ability to edit recurring invoices & generate recurring transaction reports			X	X	X	X	X	X
Store customer bank details			X	X	X	X	X	X
Intrastat defaults available for customers			X	X	X	X	X	X
Improved quotations		X	X	X	X	X	X	X
Improved Discounting - one-off discounts to individual items		X	X	X	X	X	X	X
Cash Sales (Accounts Pro only)		X	X	X	X	X	X	X
Intrastat support	X	X	X	X	X	X	X	X
Reprint Delivery Notes	X	X	X	X	X	X	X	X
Repeat Invoices & Orders	X	X	X	X	X	X	X	X
Batch conversion of Quotes & Proforma’s	X	X	X	X	X	X	X	X
Transaction e-mail	X	X	X	X	X	X	X	X
Individual Customer Pricing & Custom Price Lists - Accounts Plus & Pro	X	X	X	X	X	X	X	X
Goods Received Notes	X	X	X	X	X	X	X	X
Multiple Delivery Addresses - Accounts Plus & Pro	X	X	X	X	X	X	X	X

Manage your Suppliers
Prioritise Payments - who needs to be paid, what disputes need to be resolved, who you have promised to pay. Customise the view with information required using new smart columns and develop own view of money owing.					X	X	X	X
Improved Dashboards - Easily see where money is, what is out-standing, who is due aged, days to pay and tasks for the day					X	X	X	X
Easily access account records and view activities and communications					X	X	X	X
Easily view all communications in one single place					X	X	X	X
Store details of account contacts including address, telephone numbers and email					X	X	X	X
Record notes against contact and delivery addresses					X	X	X	X
Refunds - Supplier receipts			X	X	X	X	X	X
Intrastat defaults available for suppliers.			X	X	X	X	X	X
Supplier Price list	X	X	X	X	X	X	X	X
Create Purchase Orders from BOM	X	X	X	X	X	X	X	X

Manage your Finances
Manage your Finances Flat Rate VAT							X	X
VAT management and preparation for revised ECSL (Jan 2010)						X	X	X
Management of recurring entries						X	X	X
VAT - Message & Tax code analysis for EC service sales					X	X	X	X
VAT - Ability to change HMRC bank account					X	X	X	X
VAT - Online submissions & payments incl agent submission via client manager				X	X	X	X	X
VAT - Electronic VAT 3 Form (Ireland)				X	X	X	X	X
VAT - Ledger, Manual adjustments to VAT Return, Unique identifier, automatic archiving				X	X	X	X	X
VAT - Improved EC sales list & Carousel Fraud				X	X	X	X	X
VAT - Audit Reports	X	X	X	X	X	X	X	X
Management Reporting - Cashflow separates incomings and outgoings, includes credits					X	X	X	X
Management Reporting - Rebuild department actuals based on transactions					X	X	X	X
Management Reporting - Updated Dept Number table to be numeric only					X	X	X	X
Management Reporting - Depts. - Improved year end actuals all transferred to prior year					X	X	X	X
Management Reporting - Improved prior year, budget and actual reports for Departmental reporting					X	X	X	X
Management Reporting - New management reports - month by month, quarterly, drill to transactions				X	X	X	X	X
Management Reporting - More information available - current year, prior year and budget on one report				X	X	X	X	X
Management Reporting - Copy chart of accounts				X	X	X	X	X
Management Reporting - Departmental budgets, per nominal code per department			X	X	X	X	X	X
Management Reporting - New department ledger, store up to 5 years of data & budget for 1 year in the future			X	X	X	X	X	X
Management Reporting - Improved Journal Reversals - can specify the date when reversing journals			X	X	X	X	X	X
Management Reporting - Cashflow Planner	X	X	X	X	X	X	X	X
Archive management	X	X	X	X	X	X	X	X
Management Reporting - Recurring Entries - Customer & Supplier Accounts	X	X	X	X	X	X	X	X
Management Reporting - Reversing Journals	X	X	X	X	X	X	X	X
NEW Lock Date								X
IMPROVED Chart of Accounts	X	X	X	X	X	X	X	X
NEW Annual Return of Trading Details (Ireland)								X

Manage your Business
Understand what services are available with the Sage Services toolbar							X	X
Import and Import templates						X	X	X
Sage Pay integration						X	X	X
Reporting Functionality - Support for Barcodes, Pan Sage 50 Report Explorer and working with favourites						X	X	X
Reporting Functionality - Support for Barcodes, Pan Sage 50 Report Explorer and working with favourites Process management - Year end management, activity detail screens, improvements to backup routine, ability to open Financial and Nominal screens at the same time						X	X	X
Reporting Functionality - Batch reporting					X	X	X	X
Reporting Functionality - Password protection					X	X	X	X
Reporting Functionality - Easier to use - assign name, spell check, joining tables					X	X	X	X
CIS Module			X	X	X	X	X	X
Reporting Functionality - Generate report output to Excel or Word			X	X	X	X	X	X
Reporting Functionality - New Report Designer			X	X	X	X	X	X
Reporting Functionality - No limit to variables/data that can be included on any report			X	X	X	X	X	X
Reporting Functionality - Criteria can be defined per report, apply formulas			X	X	X	X	X	X
Reporting Functionality - Run wizard to amend existing reports			X	X	X	X	X	X
Reporting Functionality - Change reports whilst in preview			X	X	X	X	X	X
Accountant Link VAT & Bank Reconciliation changes can be automatically applied			X	X	X	X	X	X
Accountant Link - easily work with accountant to exchange information and process adjustments	X	X	X	X	X	X	X	X
Audit Assistant	X	X	X	X	X	X	X	X
Project Costing - Correct transactions & allocate project to payments or receipts			X	X	X	X	X	X
Project Costing - Project Hierarchy, committed costs, improved reporting		X	X	X	X	X	X	X
Management Reporting - New department ledger, store up to 5 years of data & budget for 1 year in the future			X	X	X	X	X	X
Management Reporting - Improved Journal Reversals - can specify the date when reversing journals			X	X	X	X	X	X
Management Reporting - Cashflow Planner	X	X	X	X	X	X	X	X
Archive management	X	X	X	X	X	X	X	X
Management Reporting - Recurring Entries - Customer & Supplier Accounts	X	X	X	X	X	X	X	X
Management Reporting - Reversing Journals	X	X	X	X	X	X	X	X
NEW Lock Date								X
IMPROVED Chart of Accounts	X	X	X	X	X	X	X	X
NEW Annual Return of Trading Details (Ireland)								X
Understand what services are available with the Sage Services toolbar							X	X
Import and Import templates						X	X	X
Sage Pay integration						X	X	X
Reporting Functionality - Support for Barcodes, Pan Sage 50 Report Explorer and working with favourites						X	X	X
Process management - Year end management, activity detail screens, improvements to backup routine, ability to open Financial and Nominal screens at the same time						X	X	X
Reporting Functionality - Batch reporting					X	X	X	X
Reporting Functionality - Password protection					X	X	X	X
Reporting Functionality - Easier to use - assign name, spell check, joining tables					X	X	X	X
CIS Module			X	X	X	X	X	X
Reporting Functionality - Generate report output to Excel or Word			X	X	X	X	X	X
Reporting Functionality - New Report Designer			X	X	X	X	X	X
Reporting Functionality - No limit to variables/data that can be included on any report			X	X	X	X	X	X
Reporting Functionality - Criteria can be defined per report, apply formulas			X	X	X	X	X	X
Reporting Functionality - Run wizard to amend existing reports			X	X	X	X	X	X
Reporting Functionality - Change reports whilst in preview			X	X	X	X	X	X
Accountant Link VAT & Bank Reconciliation changes can be automatically applied			X	X	X	X	X	X
Accountant Link - easily work with accountant to exchange information and process adjustments	X	X	X	X	X	X	X	X
Audit Assistant	X	X	X	X	X	X	X	X
Project Costing - Correct transactions & allocate project to payments or receipts			X	X	X	X	X	X
Project Costing - Project Hierarchy, committed costs, improved reporting		X	X	X	X	X	X	X
Project Costing - module available in Accountant Plus & Financial controller to manage project costs	X	X	X	X	X	X	X	X
Financial reports by fund							X	X
Charities - launch pad to make it easier to navigate and set up			X	X	X	X	X	X
Charities - Improved SOFA Report - all fund types on one single report			X	X	X	X	X	X
Charities - HMRC Approved Gift Aid report (R68)			X	X	X	X	X	X
Charities - management of funds, SOFA reporting		X	X	X	X	X	X	X
Bank Reconciliation Report from within Module							X	X
Banking - Retrospective bank reconciliation report					X	X	X	X
Banking - smart totals, additional columns, resizable screen					X	X	X	X
Banking - Works with more banks & no additional charge for e-banking				X	X	X	X	X
Banking - Reverse Bank Reconciliation			X	X	X	X	X	X
Banking - Bank Reconciliation		X	X	X	X	X	X	X
Foreign Trader (Accounts Pro Only) - transactions corrections & display foreign bank balance			X	X	X	X	X	X
Foreign Trader (Accounts Pro Only) - bank revaluation	X	X	X	X	X	X	X	X
Foreign Trader (Accounts Pro Only) -currency price lists	X	X	X	X	X	X	X	X
Foreign Trader (Accounts Pro Only) - introduced	X	X	X	X	X	X	X	X
Stock - Improved BOM (Acc Plus & Acc Pro)		X	X	X	X	X	X	X
Stock - allocation (Acc Plus & Acc Pro)		X	X	X	X	X	X	X
Stock - shortfall & stock take	X	X	X	X	X	X	X	X
NEW Sage 50 Mobile								X
NEW Direct Payments (FX)								X
NEW Accountant Dataset Manager (Client Manager)								X