Sage Inspire Tour: Sage 50 and Sage One Roadmap

Product Vision and Roadmap for Sage 50 and Sage One

#InspireTour

MobileInvoicing

OnlinePayroll

CloudData

InvoicePresentment

BankIntegration

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Our World is Changing…

Online Social

MobileConnected

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It is not the strongest of the species that survives, nor the

most intelligent, but the one most adaptable to change

Charles Darwin

#InspireTour

Sage 50 Today

• Comprehensive• Fast• Easy to use• Responsive• Familiar

#InspireTour

Sage 50 Today

• Comprehensive• Fast• Easy to use• Responsive• Familiar

#InspireTour

Online Software

No installation

Access anywhere

Online data

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A Possible Solution…

DesktopDesktop OnlineOnline

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A Possible Solution…

DesktopDesktop OnlineOnline

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A Better Solution

DesktopDesktop OnlineOnline+

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An Integrated Ecosystem

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Sage

Gov’t

Bank

Client

Employee

Supplier

Acc’t

“user”

Owner

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Problems Solved

No installation

Access anywhere

Online data

#InspireTour

MobileInvoicing

OnlinePayroll

CloudData

InvoicePresentment

BankIntegration

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MobileInvoicing

OnlinePayroll

CloudData

InvoicePresentment

BankIntegration

#InspireTour

Mobile Invoicing

BrowserSmartphone

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Mobile Invoicing

BrowserSmartphone

#InspireTour

Smartphone

Browser

Mobile Invoicing

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Browser

Mobile Invoicing

Smartphone

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• Invoicing is not new• But, mobile invoicing is• Create invoices where and when the work is done

• Greater accuracy• Faster billing and collection

• Regularly $9 / month, but you can get the first year at a promotional price of $1 / month

Mobile Invoicing

#InspireTour

• Invoicing is not new• But, mobile invoicing is• Create invoices where and when the work is done

• Greater accuracy• Faster billing and collection

• Regularly $9 / month, but you can get the first year at a promotional price of $1 / month

Mobile Invoicing

#InspireTour

MobileInvoicing

OnlinePayroll

CloudDataInvoice

Presentment

BankIntegration

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Invoice Presentment

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Customer

Invoice Presentment

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1. Invoice created

Customer

Invoice Presentment

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2. Invoice presented

Customer

Invoice Presentment

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3. Payment takenCustomer

Invoice Presentment

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4. Invoice updatedCustomer

Invoice Presentment

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Create

Print

Address

Stamp

Mail

Pray

Phone

Beg

Cheque

Close

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• Invoice presentation is a part of online invoicing• The primary benefit is faster payments• Invoices created in Sage 50 will be delivered to the

customer for payment• Included with online invoicing

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Invoice Presentment

#InspireTour

MobileInvoicing

OnlinePayroll

CloudDataInvoice

Presentment

BankIntegration

Sage OneInvoicing

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Sage One Invoicing• More efficient than paper and

manual processes

• Offers customers an easier way to pay

• Sends automatic payment reminders

• Invoices and payments automatically recorded in Sage 50

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Sage One Invoicing – For Accounting Practices

• Your clients use Sage One Invoicing to create invoices and get paid online

• You use Sage 50 Accountant’s Edition to track income• The integration ensures that invoices flow from your

customer’s copy of Sage One to your copy of Sage 50

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#InspireTour

Sage One Invoicing – Making it Happen

1. Sign-up for the Sage One Accountant’s edition - it’s free!2. Use Sage One Accountant’s Edition to invite your clients

to create a Sage One account3. Connect to your client’s Sage One account from Sage 50

Accountant’s Edition4. With a few setup steps you can see your clients’ invoices

in your Sage 50 Accountant’s Edition

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#InspireTour

Sage One Invoicing – Value for Accountants

• Your clients have a simple and easy to use tool to track their invoices and get paid

• Your clients have more control over their business• You continue using Sage 50 as you always have• Accurate and timely information on your clients’ income• You free up your time by reducing data entry• Better collaboration with clients

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#InspireTour

MobileInvoicing

OnlinePayroll

CloudData

InvoicePresentment Bank

Integration

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Bank Integration

• Automatically import bank account, credit card and PayPal transactions

• Streamline reconciliation

• Eliminate manual data entry

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Bank Integration

• Automatically import bank account, credit card and PayPal transactions

• Streamline reconciliation

• Eliminate manual data entry

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Bank Integration

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• Sage 50 customers can pull their financial transactions into Sage 50 without having to manually enter them

• If you dread keeping Sage 50 up to date with your financial transactions; this is a huge benefit

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Bank Integration – For Sage 50 Customers

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• Sage 50 customers can pull their financial transactions into Sage 50 without having to manually enter them

• If you dread keeping Sage 50 up to date with your financial transactions; this is a huge benefit

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Bank Integration – For Sage 50 Customers

#InspireTour

• Your clients use Sage One to connect to their bank and credit card accounts

• You use Sage 50 Accountant’s Edition to track income and expenses

• Integration ensures that income and expense transactions flow from your customer’s copy of Sage One to your copy of Sage 50

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Bank Integration – For Accounting Practices

#InspireTour

1. Sign-up for the Sage One Accountant’s edition - it’s free!2. Use Sage One Accountant’s Edition to invite your clients

to create a Sage One account3. Connect to your client’s Sage One account from Sage 50

Accountant’s Edition4. With a few setup steps you can work on your clients’

income and expense transactions in Sage 50 Accountant’s Edition

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Bank Integration – Making it Happen

#InspireTour

MobileInvoicing Online

Payroll

CloudData

InvoicePresentment

BankIntegration

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Payroll

Employees

Address

SIN

Tax Credits

Hire Date

Compensation

Salary

Hourly

Bonus

Vacation pay

Allowances & Benefits

Medical / dental

Car

Housing

Deductions

CPP

EI

Tax

RRSP

Charity

Paycheques

Payslips

Direct deposits

Cheques

Government Compliance

CRA remittances

CPP

EI

Tax

EFILE/pay CRA

Provincial remittances

WCB

EHT

QHSF

Etc.

Filings

T4’s

RL‐1’s

Web ROE’s

Online Payroll

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Online Payroll

#InspireTour

1. Sign-up for the Sage One Accountant’s edition - it’s free!2. Use Sage One Accountant’s Edition to invite your clients

to create a Sage One account3. Connect to your client’s Sage One account from Sage 50

Accountant’s Edition4. With a few setup steps you can view your clients’

summary journal entries in Sage 50 Accountant’s Edition

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Online Payroll – Making it Happen

#InspireTour

MobileInvoicing

OnlinePayroll Cloud

Data

InvoicePresentment

BankIntegration

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Cloud Data

Sage 50 powered by the cloud

Cloud Data

A service for sharing a Sage 50 company file with yourself or your accountant

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Cloud Data

(Office)

(Home)

(Accountant)

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Cloud Data

(Office)

(Home)

(Accountant)

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Cloud Data

For Sage 50 Customers• Flexible• Secure

For Sage Accountant’s Network Members• Easy• Convenient• Efficient

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Cloud Data

For Sage 50 Customers• Flexible• Secure

For Sage Accountant’s Network Members• Easy• Convenient• Efficient

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Summary for Sage 50 Customers

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Solution How DeliveredMobile Invoicing Sage One Invoicing + Sage 50 IntegrationCloud Data Sage DriveBank Integration Sage One Standard + Sage 50 IntegrationOnline Payroll Sage One Payroll + Sage 50 IntegrationInvoice Presentment Sage One Invoicing + Sage 50 Integration

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Sage Accountants Network Members

For your Sage 50 clients

• Your clients use Sage Drive

• Your clients invite you to share their company data

• You work on their company data

For your other clients

• Your clients use Sage One for• Mobile Invoicing• Invoice Presentment• Bank Integration• Payroll

• You use Sage 50 and connect to their Sage One data

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#InspireTour

Sage Accountants Network Members

For your Sage 50 clients

• Your clients use Sage Drive

• Your clients invite you to share their company data

• You work on their company data

For your other clients

• Your clients use Sage One for• Mobile Invoicing• Invoice Presentment• Bank Integration• Payroll

• You use Sage 50 and connect to their Sage One data

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#InspireTour

BankIntegration

Availability

FEB MAR APR MAY JUN JUL OCT NOV DECAUG SEP

For Sage 50 Customers

For Sage Accountants Network Membersand their Clients

MobileInvoicing(browser)

MobileInvoicing

(smartphone)

CloudData

OnlinePayroll

InvoicePresentment

(from Sage 50)

JAN

MobileInvoicing(browser)

CloudData

BankIntegration

OnlinePayroll

MobileInvoicing

(smartphone)

InvoicePresentment

(from Sage One)

#InspireTour

BankIntegration

Availability

FEB MAR APR MAY JUN JUL OCT NOV DECAUG SEP

MobileInvoicing(browser)

MobileInvoicing

(smartphone)

CloudData

OnlinePayroll

InvoicePresentment

(from Sage 50)

JAN

MobileInvoicing(browser)

CloudData

BankIntegration

OnlinePayroll

MobileInvoicing

(smartphone)

InvoicePresentment

(from Sage One)

For Sage 50 Customers

For Sage Accountants Network Membersand their Clients

Thank you!