• New Business Insights Explorer Views
• Improved Business Insights Dashboard

• New Federal and State eFiling and Reporting
• 1099 INT Boxes 8 and 9 Completed by the System

• Globally Change Salesperson for Ship-to Addresses

• Direct Deposit Feature Now Embedded
• Increased Bank Account Number

• Improved Split Commission during Sales Order Entry

• Credit Card Processing powered by Sage Payment Solutions

• Support for Microsoft Fax Services

Store Reports and Forms in PDF Format:

• The document storage feature allows you to organize, view, and electronically deliver PDFs created using Paperless Office.

New Business Insights Explorer Views:

• Business Insights Explorer views for General Ledger, Accounts Payable, Inventory Management, and Purchase Order are included in this release. The new views are in addition to the Sales Order and Accounts Receivable views that have been well-received by customers in version 4.20.
• Business Insights Explorer allows you to quickly drill down to information and perform data entry without lengthy maneuvering of menus.
• A new Chart tab allows you to view and chart data from the Data View grid in the bar, line, area, or pie format with customized titles. Any numeric column from the Data View grid can be used as a chart series. You can copy the chart by right-clicking the chart and selecting Copy, and then paste the chart into other applications, such as Microsoft Word or Paint. You can also send the chart attached to an e-mail in .jpeg format. Additionally, the Chart tab allows for flexible manipulation of the data by offering sorting and grouping options. This new charting feature provides a powerful way to share and represent your key business data in graphical format.

Improved Business Insights Dashboard:

• Business Insights Dashboard has been updated to provide a more modern look and feel and provides usability enhancements.
  • You can now place detail or summary views on the main Dashboard page.
  • You can now generate Dashboard pages independent of Internet connectivity.
  • The charts are now printable.
  • Hyperlinks are now available, which allow you to drill down to detail information.
• Business Insights Dashboard now offers greater security when setting up Dashboards for users. An administrator can determine on a user-by-user basis which data elements are shown or can be modified. With the appropriate security setup, users can add or remove data elements from their Dashboard page, change the layout and order, and modify the settings of data elements. Additionally, the administrator can set up a default setting, which creates a Dashboard for any user who does not have a personally-customized Dashboard.

New Federal and State eFiling and Reporting:

• The new Federal and State eFiling and Reporting feature provides eFiling options for federal and state forms, and streamlines your tax reporting process to run more efficiently. The new eFiling and Reporting tasks are available in the Accounts Payable Reports menu for 1099 forms and in the Payroll Period End menu for all other federal and state forms.
• Form alignment is not required when printing or eFiling forms and reports with this new feature. Blank W2 and 1099 forms, which provide important information on the reverse side, can be purchased from our Forms Division at: http://sagesoftware.com/products/checks_forms.htm
  For a complete list of supported forms, visit http://aatrix.com/win/form_list/
• The Federal and State eFiling and Reporting tasks are provided at no additional cost. A transaction fee is applied only when a form is eFiled.
• The eFiling and Reporting feature improves, but does not replace, the current functionality. You can continue to use existing W2, 1099, and 941 form processing tasks, as well as the Electronic Reporting for W2 and 1099s module.

1099 INT Boxes 8 and 9 Completed by the System:

• In tax year 2006, the Internal Revenue Service added boxes 8 and 9 to the 1099 INT form. These boxes are now automatically filled. Previously, you were required to enter the boxes manually.

Enter Values Before Selecting an Operand:

• In the selection grids, you can now enter the Value fields before selecting an operand.
• When All is selected at the Operand field, the operand now changes automatically based on the Value fields entered. If you enter the first Value field only, the operand changes to Equal to, and if you enter the second Value field, the operand changes to Range.

Predefined Date Range Operands for Reports and Forms:

• New predefined date range operands (for example, Yesterday, Today, Tomorrow, Last Week, and Last Month) are now available for date select fields in report and form windows. Previously, you had to select the beginning and ending dates to specify a date range to print. Now, selecting one of the new operands automatically fills the Value fields with the applicable dates, which are based on the system date.

Quicker Access to Options:

• The information previously on the Main and Select tabs are now conveniently on one screen.

Window to Remain Open If No Data is Selected for Printing:

• The report and form windows now remain open when you receive the "Data is not selected for report printing" message dialog box, so you can resolve the issue without losing your settings.

Options to Keep Report Windows Open After Print or Preview:

• In report windows, the new Keep Window Open After Print/Preview check boxes now allow you to keep the report window open after you print and/or preview the report. The check box settings are saved for each user for each applicable report, providing great flexibility to accommodate your preferences for this feature. This feature is available only on report windows.

Option to Default to Different Printers Using the Standard Report Setting and Form Code:

• New options in Company Maintenance now allow the workstation's default printer to be selected automatically when printing with the Standard report setting or form code, regardless of which user previously saved the report or form. These options are set on a company basis.

Improved Financial Reports:

• You can now select the Actual, Budget, and Budget Variance values to print on Financial Reports when setting up an income statement format for any of the three financial periods: period to date, year to date, or combined period and year to date.
• You can now create a Trend Report using the condensed format to reduce the number of pages required to print the report.

• On the General Ledger Detail Report, if there is a value in the debit or credit column, a zero value (0.00) is no longer printed on the opposite column. For example, if a transaction has a debit amount, the credit amount is now blank instead of displaying 0.00.

Enhanced Fixed Assets

Create Assets from Invoices in Accounts Payable and Purchase Order:

• Assets can now be created in the Fixed Assets module when invoices for items classified as assets are entered in Accounts Payable or Purchase Order.

Globally Change Salesperson for Ship-to Addresses:

• The Global Customer Field Change utility now allows you to reassign the salesperson within the ship-to address.

Direct Deposit Feature Now Embedded:

• The safe and efficient Direct Deposit functionality is now available for purchase to be added to the Payroll module. This feature reduces the time and cost associated with processing and printing checks, as well as the time required of the receiving employees to physically take those printed checks and deposit them into their checking or savings accounts.
• Direct deposit entries are generated, processed, formatted, and placed in files for transmission to your financial institution. This file can be transferred directly to the bank electronically or can be supplied to the bank on a CD. A pre-notification file can also be generated for submission to the financial institution for approval.
• This feature offers the following benefits:
  • The direct deposit (.ach) files generated conform to the National Automated Clearing House Association (NACHA) standards.
  • Direct deposit data is retained, so batches can be regenerated at a later time in the event of communication failures or other technical problems.
  • The output file generated can be configured to meet the requirements of many financial institutions.
  • Employees can choose to split disbursements between multiple accounts, such as savings and checking, and different institutions based on fixed dollar amounts or percentages.

Increased Bank Account Number:

• You can now enter up to 17 characters for the bank account number in the Bank Code Maintenance and Direct Deposit windows. The bank account number was increased from 13 characters.

Improved Split Commission Entry

Improved Split Commission During Sales Order Entry:

• When you override the salesperson commission percentage during sales order entry, the commission percentage now defaults to the value assigned to the salesperson in Salesperson Maintenance. Previously, the value was zero (0), which required you to type the value each time you selected to split the commission percentage.

Credit Card Processing Powered by Sage Payment Solutions:

• Credit Card Processing powered by Sage Payment Solutions, a complete credit card processing solution for your growing business, is now included. Data from mail order, telephone order, and Internet business can be entered through the Accounts Receivable, Sales Order, and e-Business Manager modules.
• Transaction information is captured and stored, in a secure way, for historical and reconciliation purposes, and can be accessed and viewed online 24 hours a day.
• Downloading a service update is no longer required for compatibility with the Sage Payment Solutions Gateway. Previously, this feature was available only for version 4.20 with a service update.

Support for Microsoft Fax Services:

• The Microsoft Fax Services fax driver, provided with Microsoft Windows, is now supported for faxing documents from Sage MAS 90 and 200, in addition to WinFax.