Sage Simply Accounting Product Update for Jan 1, 2011

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1 Sage Simply Accounting Product Update for Jan 1, 2011 Sage Simply Accounting Product Update Install the Correct Product Update... 1 About This Update... 1 When do I install the update?... 1 Where can I find the update?... 2 How to automatically update Sage Simply Accounting... 2 How to manually update Sage Simply Accounting... 2 Download product updates from the Sage Simply Accounting Web site... 2 How do I install the product update?... 3 Sage Simply Accounting 2010 Product Enhancements Issues Addressed in this Product Update (Release D)... 4 Issues Addressed in the July 2010 Product Update (Release C)... 4 Issues Addressed in the January 2010 Product Update (Release B)... 6 Product Update i

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3 Sage Simply Accounting Product Update This product update covers all editions of Sage Simply Accounting 2010 Release D. This update contains fixes for known issues in Sage Simply Accounting See page 4 for a list of improvements and fixes. Install the Correct Product Update Be sure to install the product update version that is compatible with your Sage Simply Accounting product. If you are using: Sage Simply Accounting 2010 First Step, Pro, Premium, Enterprise, or Accountants Edition Then install this update version: Sage Simply Accounting 2010 Release D To find out which Sage Simply Accounting product and version you are currently using, select About Sage Simply Accounting from the Help menu. About This Update Your Sage Simply Accounting product update does not contain the complete Sage Simply Accounting program. If you ever need to re-install the Sage Simply Accounting program files, use your program disc or the program file that you have downloaded from the Sage Simply Accounting web site. Then install the product update, as described in this notice. When do I install the update? Install the update immediately. Product Update 1

4 About This Update Important! Updating Sage Simply Accounting in a multi-user environment (Sage Simply Accounting Premium and higher) If you installed this product update on all computers running Sage Simply Accounting, including computers on which you have performed server-only type installations of Sage Simply Accounting. Where can I find the update? You can update Sage Simply Accounting in one of four ways: Automatically, using Sage Simply Accounting. Manually, using Sage Simply Accounting. By downloading the update from the Sage Simply Accounting Web site. By running the product update disc. How to automatically update Sage Simply Accounting Sage Simply Accounting can automatically check for product updates whenever you are connected to the Internet. When an update is available, you are given the option of downloading and installing the update. For more information, search for Automatic Updates in the Help. How to manually update Sage Simply Accounting We recommend that you enable the Automatic Update setting in Sage Simply Accounting. If you choose not to enable this feature, you can always manually download the updates when you are connected to the Internet. Follow the steps below: 1. Open the Help menu and select Check for Updates. 2. Click Check Now. 3. If an update is available, click Download Now. When the download is complete, you will be prompted to install the update. Download product updates from the Sage Simply Accounting Web site For your convenience, updates are also available on the Sage Simply Accounting Web site at: 2 Sage Simply Accounting

5 About This Update Use this method if you experience problems with the automatic or manual update options described above. How do I install the product update? Back up your data Make a backup copy of your data before you install the product update. Note: Always back up your data before installing your product update, and before any major changes, such as before advancing the session date to a new calendar or fiscal year. If you are downloading the product update from our Web site, follow the installation instructions on the Web site. If you receive the update on disc, follow these instructions to install your product update. 1. Start Windows. 2. Back up your Sage Simply Accounting data files (if you have not already done so). 3. If you received your update on a disc, insert the disc into your computer s disc drive. 4. If the installation starts automatically, proceed to step 5. Otherwise: 1. In Windows, click the Start button and choose Run. 2. Type d:\launch.exe (replace d: with the letter of the drive in which you inserted the disc) and press Enter. 3. Select OK. 5. Follow the step-by-step instructions on the screen. 6. A dialog box appears, telling you the installation is complete. Click OK. Read the README.TXT file The README.TXT file appears. This file contains information about changes to Sage Simply Accounting. 7. When you have read the README.TXT file, close the Notepad window. 8. Start Sage Simply Accounting. To ensure that you have installed the latest update, choose About Sage Simply Accounting from the Help menu. Product Update 3

6 Sage Simply Accounting 2010 Product Improvements This section lists product improvements for Sage Simply Accounting Issues Addressed in this Product Update (Release D) Sage Simply Accounting Message Centre The Message Centre at the bottom right corner of the Sage Simply Accounting window provides a way for Sage Simply Accounting to communicate to you in a smooth effective way, reducing the number of e- mails you receive from Sage Simply Accounting by giving you immediate notification on product updates, support alerts, etc.. You can choose the kind of messages you want different users to receive as well as control access to these messages. This service requires Internet connection. QST Increase in 2011 As of January 1, 2011, the Québec Sales Tax (QST) will increase from 7.5% to 8.5%. For more information about the type of goods and services affected by this rate increase, contact Revenu Québec or go to their web site. To update your records in Sage Simply Accounting with this new tax rate, 1. In your company settings, modify the tax codes affected by the rate change. For more information about updating a tax code, go to the help topic Add, Modify, or Remove a Tax Code. 2. Update your customer and vendor/supplier records with this new tax code: in the Home window, select Maintenance >Assign Tax Codes. Issues Addressed in the July 2010 Product Update (Release C) All Simply Accounting customers should have received their new Account ID by . You should use this new 10-digit Account ID 4 Simply Accounting

7 Issues Addressed in the July 2010 Product Update (Release C) instead of the seven-digit Client ID for all future interactions with Simply Accounting services and support. The HST rate in Nova Scotia will increase to 15% on July 1, This product update enables you to create new company files that use this new HST rate. For existing company files, you need to create new tax code or codes for the new tax rate. You can use Simply Accounting to generate and save an electronic version of your GST/HST return (.tax file) that you upload to the Canada Revenue Agency using the Internet File Transfer service. Note that the GST/HST Internet File Transfer service is not available for Quebec. Electronic processing of credit card payments in Simply Accounting has been updated to use Sage Exchange, a PA-DSS certified payment processing application. If you are processing credit card payments, you should ensure you are PCI compliant to avoid fines and fees. For more information about PCI compliance, go to the Sage Payment Solutions web site. (Simply Accounting Premium and higher only) This product update contains Simply Accounting Intelligence, an easy-to-use and powerful Excel-based reporting solution within Simply Accounting. Simply Accounting Intelligence includes ready-to-use reports and dashboards that can be easily customized for your business needs. Subscription fee applies. (Enterprise Fast Posting only) A posted sales invoice no longer retains the freight charges that were deleted before posting. (Enterprise Fast Posting only) In a purchase invoice that only lists item quantities and tax codes, the transaction failed to post and you got an error message that says the transaction was not balanced. This issue has been fixed. (Enterprise Fast Posting only) Installing the latest product update no longer causes transaction entries to become stuck in the processing queue. You no longer get an extra blank page when you only print the T5018 statement. In an invoice, when there is a tax code, the tax amount is calculated automatically on the second and subsequent lines if quantities and prices are entered without item numbers. In multi-user mode, Simply Accounting now saves your work and allows you to enter a new number when you receive a message that tells you the sales quote or sales order number has already been used. Product Update 5

8 Issues Addressed in the January 2010 Product Update (Release B) In a recurring entry that has an item line that allocates to multiple projects, the recalled entry incorrectly allocates 100% to all projects. This issue has been fixed. When you look up the exchange rate in the Sales or Purchase transaction window, the exchange rate currently used in the transaction will now be appropriately highlighted. If an exchange rate exists for the invoice date, the exchange rate is selected and highlighted in the list. Some payroll reports (eg. remittance and deduction and expenses reports) display paycheque adjustments and reversals as well as the corrected entries. They should only display the corrected entries. This issue has been fixed. The Québec Health Services Fund (QHSF) also now reports the correct totals. When looking up transactions, users with only lookup rights can now resize and scroll through display grids and columns. They can also open up serial number and project allocation windows. Issues Addressed in the January 2010 Product Update (Release B) The print alignment for the T5018 form has been improved. You can also now print the Business Number in the correct box on the form. Simply Accounting offers an easy way to set up the new Harmonized Sales Tax (HST) for companies in British Columbia and Ontario. Use the HST Update wizard to set up the HST tax and tax code, which also links this new tax to the accounts that are used for Goods and Services Tax (GST). If you had only one tax type set up for your company, you will see columns for both HST and the other tax in the orders, quotes, and invoices forms after you add the new HST tax. You can now update the tax code for multiple customer and supplier records in the new Assign Tax Codes window. In a sales or purchase invoice, when you double-click in the Account column, the account and not its departmental subaccounts will now be selected and inserted into the invoice. If you want to select a departmental subaccount, click the "+" sign to expand the account list and select the departmental subaccount that you want. (Enterprise Fast Posting only) Sales or purchase orders that contain backordered items are now saved in the system even after the orders have been converted to invoices. 6 Sage Simply Accounting

9 Issues Addressed in the January 2010 Product Update (Release B) In the Sales or Purchase journal, Simply Accounting is now able to search faster through the list of available inventory items when a new item is entered. The amount allocated to a project is correctly displayed as a positive or negative amount depending on the account type associated with the original amount in the Sales or Purchase journal. The preferred customer revenue or supplier expense account that is displayed in the Sales or Purchase journal now changes correctly depending on the customer or supplier selected in the journal. You can now use the ALT key to select the option to quick-add a new supplier or customer. (Enterprise Fast Posting only) In previous versions of Simply Accounting, unposted transactions with zero values prevented you from starting a new year. This issue has been fixed. You are now able to create and look up invoices that have the apostrophe character as part of the invoice number. If you hid the inventory and services page without any items created in Simply Accounting, the Sales and Purchase journal would stop responding when the cursor is in the Item column and the ENTER key is pressed twice in the Item column. This issue has been fixed. When commas and spaces are used as currency separators in project allocation amounts, the amount and percentage increased automatically every time you click in the project allocation column. This issue has been fixed. The length of the payment method box, the Paid From/Deposit to box, and the Cheque Number box will re-size when the invoice window is widened, allowing more text to be shown. An error message no longer displays when you post sales or purchase invoices that use a foreign currency with no recorded exchange rates and when the option to display a reminder if the exchange rate is old is selected in Company settings. In the French version of Simply Accounting, an invoice or cheque now prints completely in French for one-time customers and suppliers. Simply Accounting now correctly allocates the correct freight amount in the Sales and Purchase journal when the Apply this Allocation to Entire Transaction option is cleared. In a Sales invoice, the shipping date now saves correctly when it is manually entered or changed. Product Update 7

10 Issues Addressed in the January 2010 Product Update (Release B) In the Sales and Purchase journal, while the pushpin button is selected, if you post to bank using a different account that is not the default account, that account will continue to be used when another customer or supplier is selected in the journal. (Enterprise Fast Posting only) Invoices retain the sales or purchase order number after the invoice is posted. Adding a "#" character at the end of an invoice number no longer causes Simply Accounting to stop responding when you look up the invoice or when you drill down to the invoice. (Enterprise Fast Posting only) A deleted tax code on an invoice no longer reappears when you look up the invoice. (Enterprise Fast Posting only) When you convert an order to an invoice and post it, an item line that occurs last in the invoice and does not contain any purchase or sales amount does not get duplicated when you look up the invoice. (Enterprise Fast Posting only) Posting invoices with negative freight amounts in multi-user mode may cause Simply Accounting to stop responding, freight amounts to become missing when you look up an invoice, or create inaccurate total invoice amounts. This issue has been fixed. (Enterprise Fast Posting only) You are now able to change the exchange rate when you post a sales invoice that was converted from a sales order. In average cost, if a purchase contains an inventory item that was allocated to a project and the transaction has an automatic inventory variance adjustment, there will no longer be an error when you look up the purchase. In the French version of Simply Accounting, looking up and adjusting invoices in multi-user mode no longer generates error messages when the inventory is sorted by description and the items have different English and French descriptions. 8 Sage Simply Accounting

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