What's New in Sage 300cloud Web Screens

What's New in Sage 300cloud 2020.8 Web Screens

Updated 1099 tax reporting

Accounts Payable supports 1099 tax reporting requirements for tax year 2021. To report amounts as Fish Purchased for Resale, you must manually set up a 1099 code for this and assign the new code to related vendors.

Email documents using Microsoft 365

You can now set up Sage 300 to email documents using Microsoft 365. To do so, select Microsoft Graph in the new Email Service field on the Email tab of the Company Profile screen.

For more information, see Setting Up Email for Web Screens.

What's New in Sage 300cloud 2020.7 Web Screens

Improved process for printing custom reports

For customized SAP Crystal Reports® opened from the Reports list, printing now works the same way as for other reports. When printing, a preview of the report is not displayed in the SAP Crystal Reports® viewer. Instead, the Export Report screen appears in a new browser tab, and provides options for saving the report to a file. To print a physical copy of the report, save to a PDF and then print to your printer from the PDF.

What's New in Sage 300cloud 2020.6 Web Screens

Improvements to bank feeds

On the Reconcile E-Statements screen:

• When automatically reconciling transactions from a bank feed, the system now tries to match transactions in more ways than it did previously. Transactions will now match if certain information in Sage 300 is in the Comment 2 field in the e-statement, even if the Comment 2 field includes additional information (for example, if the payment description in Sage 300 is Check 900 and the Comment 2 field in the e-statement is Invoice 2286 Goods - Check 900).
• Transactions downloaded using a bank feed have a Bank Cleared Date based on the local time from the system where Sage 300 is running. (This may be different from the time on your system.)

Improved process for printing reports

When printing a report from a report screen or a home page widget, a preview of the report is no longer displayed in the SAP Crystal Reports® viewer. Instead, the Export Report screen appears in a new browser tab, and provides options for saving the report to a file. To print a physical copy of the report, save to a PDF and then print to your printer from the PDF.

This change does not affect the process for printing customized SAP Crystal Reports® opened from the Reports list.

What's New in Sage 300cloud 2020.4 Web Screens

Updated 1099 tax reporting

For tax year 2020, Nonemployee Compensation is reported in box 1 on a new 1099-NEC form (instead of box 7 on the 1099-MISC form where it was reported previously). On the A/P Print 1099/1096 Forms screen, you can now print to the new 1099-NEC form, as well as updated versions of the 1099-MISC and 1096 forms.

Improved 1099/CPRS codes

1099/CPRS codes no longer correspond to specific box numbers on forms, because these box numbers may change from year to year (which has happened with several boxes in tax year 2020, including the change to Nonemployee Compensation discussed above).

Instead of using the code as an indication of the box number where amounts should be reported, for each code you now specify a type of payment (or other amount) to be reported on 1099/CPRS forms. When you print a form for a specific tax year, amounts are automatically printed in the correct boxes for that year.

To continue using your existing 1099/CPRS codes, update each of them by specifying a tax reporting type (1099 or CPRS) and an amount type. Also, consider creating 1099/CPRS codes with meaningful names for your next reporting cycle (for example, if you currently use code 7 for Nonemployee Compensation, you might replace this code with one named NEC). If you create new codes, ensure that you assign them to vendors in Accounts Payable.

What's New in Sage 300cloud 2020.2 Web Screens

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.

The Reconcile OFX Statements screen is now the Reconcile E-Statements screen. You can use this screen to get electronic statements in either OFX format or from bank feeds.

General Ledger integration with Tax Services

Integrating General Ledger and Tax Services allows you to enter tax amounts in G/L journal entries. The tax amounts are posted to Tax Services so they appear in the Tax Tracking report. You can also include them in the following G/L reports:

• G/L Batch Listing report
• G/L Posting Journals report

Note: To use this feature, during installation select Subscription Features on the Select Features screen.

Company colors

If you use Sage 300 to manage multiple companies, you can assign a unique color to each company to make it easier to see which company's information you are viewing and avoid data entry errors. Previously, company colors appeared only in classic screens. Now they also appear in web screens, at the top of the Sage 300cloud home page and screens.

Note: This feature is available only in programs created using the Sage 300 Software Development Kit (SDK). If you use integrated programs that were not created using the Sage 300 SDK, company colors will not appear in screens for those programs.

You set up company colors using Sage 300 Database Setup. For more information, see "Assigning Company Colors" in the Sage 300 Classic Screens Help.

Print T5018 (CPRS) forms on plain paper

If your company operates in Canada and needs to file T5018 (CPRS) forms, you can now print these forms on plain paper. Previously, you could print only to official CPRS forms.

Enter long comments for order details

For order details on the O/E Order Entry screen, you now enter information in the Comments/Instructions field in a box instead of a table. This allows you to enter long comments without splitting them into multiple rows in a table.

Specify BOM numbers on order details

On the O/E Order Entry screen, when entering an order detail for a Bill of Material (BOM), you can now specify a BOM number in the Kit/BOM field.

What's New in Sage 300cloud 2020.1 Web Screens

Multiple contacts for customers and vendors

You can now set up multiple contacts for customers (including national accounts) and vendors. For each customer and vendor, you can then set up Sage 300 to email A/P, A/R, O/E, and P/O documents to some or all of the contacts for the customer or vendor.

If you have integrated Sage 300 with Microsoft 365 or with Sage CRM, the new contacts are supported in the Sage Contact app for Outlook 365 and in Sage CRM.

For more information, see About Contacts.

New look

We’ve updated the visual appearance of Sage 300cloud web screens so information is clearer and more accessible, making the system easier to use for experienced users, and faster to learn for new users.

What's New in Sage 300cloud 2020 Web Screens

New Payroll Employee Timecards web screen

The Payroll Employee Timecards screen is now available in web screens, allowing you to enter and manage employee timecards.

For more information, see Payroll Employee Timecards.

Run Sage 300cloud in multiple browser tabs

You can now run Sage 300cloud in multiple browser tabs or windows at the same time.

Improved support for French and Spanish languages

French and Spanish characters can now be entered in all fields in web screens. (Previously, some fields did not support this.)