External Roadmap Sage 100 and 100c. Linda Cade, Senior Product Manager 16 Oct 2017

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1 External Roadmap Sage 100 and 100c Linda Cade, Senior Product Manager 16 Oct 2017

2 Sage 100 ERP What s new in 2018, 2017, etc. Sage 100c Subscription Current promo for April to September 2018 renewals

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4 2017 Summary Released September 2016 Modernized Launcher & Interface AP Automation Commodity Codes Accounts Receivable ACH need SPS Sage CRM version 7.3 Multi bin

5 Sage

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7 Product Roadmap June, 2017 Payroll & Payments Connected ecosystem Desktop Payroll Partner / Customer Preview Click-to-pay SPS Payment Center Beanworks AP Automation Payments setup wizard Click-to-pay capabilities added to Sage 100 invoices ed through SPS Payment Center Customers desire a means to allow their customers to quickly submit an electronic payment upon receipt of a paperless invoice from Sage 100.

8 Product Roadmap July, 2017 Click-to-pay capabilities added to Sage 100 invoices ed through SPS Payment Center Electronic Check (ACH) Credit Card 8

9 Product Roadmap July, 2017 Payroll & Payments Payroll & Payments Connected ecosystem Connected ecosystem Desktop Payroll Partner / Customer Preview Beanworks Click-to-pay AP SPS Automation Payment Center Budgeting & Planning Beanworks AP Automation Payments setup wizard In partnership with Beanworks provide a new solution that: eliminates lost invoices; automates approvals, coding and PO matching; maximizes early payment discounts; minimizes late payments; improves cash flow; promotes timely disbursements Customers point to the processing and payment of accounts payable invoices (including the matching and approval of purchasing documents) as one of the most time consuming tasks in their organization.

10 Product Roadmap July, 2017 In partnership with Beanworks provide a new solution that: eliminates lost invoices; automates approvals, coding and PO matching; maximizes early payment discounts; minimizes late payments; improves cash flow; promotes timely disbursements

11 12 Month Product Roadmap Sage 100 and 100c October 2017 (2018.0) December 2017 (2018.1) March 2018 (2018.2) June 2018 (2019.0) September 2018 (2019.1) Payroll & Payments Desktop Payroll: Payroll Desktop Payroll: Payroll Desktop Payroll: Timecard to framework Invoice Presentment: einvoicing Terms on Time Desktop Payroll: Payroll Desktop Payroll: Payroll Connected ecosystem Mobility: Scanco Mobility for Barcode Business Intelligence: Budgeting & Planning ecommerce and POS: e-commerce XM Development Bank Integrations: Auto Bank Feeds PLAID Office 365 Cloud Data: Sage Contacts plug-in Cloud Data: Bots Cloud Data: Paperless Office 365 (GL) Cloud Data: Paperless Office 365 (AP) Modernization: Job Cost to framework Pain Points: Job Cost updates Onboarding: Customer Marketplace Modernization: Work Order to framework Onboarding: Account management Pain points: Inactivate Warehouse Pain points: Reprint Orders from history Pain points: Consolidated Invoicing Pain points: International Addresses Pain points: Spell check Pain points: Lot / Serial expiry dates Government compliance: Tax updates GAAP compliance: Revenue recognition

12 Product Roadmap October, 2017 Payroll & Payments Connected ecosystem Office Desktop Payroll Commercial availability Mobility Mobile warehouse - Scanco Modernization Job Cost 2.0 Pain points Spell check Pain points Inactivate warehouse General release of PR 2.0 Update to framework; top enhancements; new tax engine Customers need a modern, easy to use payroll solution that meets today s payroll demands and is flexible enough to accommodate future demands in this critical part of their business.

13 Product Roadmap October, 2017 General release of PR 2.0 Update to framework; top enhancements; new tax engine

14 Product Roadmap October, 2017 Payroll & Payments Connected ecosystem Office Desktop Payroll Commercial availability Mobility Mobile warehouse - Scanco Modernization Job Cost 2.0 Pain points Spell check Pain points Inactivate warehouse Barcode becomes Mobility with a complete update to the module and a brand new name plus new scanning apps for ios or Android Manual transaction entry can be prone to errors and tedious at best. The ability to easily import transaction files or scan entries improves productivity and reduces downtime.

15 Product Roadmap October, 2017 Barcode becomes Mobility with a complete update to the module and a brand new name plus new scanning apps for ios or Android 15

16 Product Roadmap October, 2017 Payroll & Payments Connected ecosystem Desktop Payroll Commercial availability Bank integration Auto bank feeds Office Contacts Modernization Job Cost 2.0 Pain points Spell check Pain points Inactivate warehouse In partnership with xkzero we are bringing the Job Cost module to the business object interface framework. The Job Cost module still uses older architecture precluding customers from using the advanced customization and integration advancements.

17 Product Roadmap October, 2017 In partnership with xkzero we are bringing the Job Cost module to the business object interface framework. New setup wizard Modernized user interface New views and drill-down capabilities New dual-grid data entry and Setup task converted to framework standard Visual Integrator capable Expanded Custom Office capabilities Resizable screens Hyperlinks to related tasks Calendar, calculator and similar lookup buttons Normalized file structure Memos flow to historical files Copy record capabilities added More

18 Job Cost 2.0 Data Entry Grids Batch Entry History Job number still 7 characters or 4-3 if using sub jobs Cost codes still 9 total characters with three possible segments No change to Work in Process report ie unable to run as of date Memo codes with attachments now available in this release Batch processing for invoices (as well as transaction posting) now available (MAJOR ITEM) Cannot upgrade to 2018 if using TimeCard with Payroll wait until first half of 2018 to upgrade when TimeCard is upgraded. Invoice formats customized in prior release will need to be redone in 2018 normal for a business framework module change.

19 Product Roadmap October, 2017 Payroll & Payments Connected ecosystem Desktop Payroll Commercial availability Bank integration Auto bank feeds Office Contacts Modernization Job Cost 2.0 Pain points Spell check Pain points Inactivate warehouse Add the ability to check the spelling on common text fields Customers need to be able to produce and send professional looking documents, free from misspelled words.

20 Product Roadmap October, 2017 Add the ability to check the spelling on common text fields New 100c only feature Turn on/off in Library Master Right-click to see suggested corrections or add to dictionary Available in GL, AP, AR, IM, SO, PO, RMA, JC, PR, BM, WO, BR, CI, SY, and ebusiness Manager Works in customizer UDF text fields as well if the control is added to the UDF 20

21 Spell Checking Memo s Message that print on forms (invoices, statements, checks) Paperless Office Electronic Delivery windows Comments Notes in Customer Contact and Vendor Contact Notification (accessed from ebusiness Manager) Test and Test Fax subject fields (accessed from Company ) Broadcast Message (accessed from Master Console) When adding a multi-line user-defined field (UDF) to a screen, you can select whether to enable spell check.

22 Product Roadmap October, 2017 Payroll & Payments Connected ecosystem Desktop Payroll Commercial availability Bank integration Auto bank feeds Office Contacts Modernization Job Cost 2.0 Pain points Spell check Pain points Inactivate warehouse Add the ability to inactive an existing warehouse such that future transactions cannot be received into or distributed from said location. Customers have created virtual warehouses to workaround the inability to assign multiple bins in a single warehouse location, or for other reasons warehouses have been created that are no longer in use. There is a desire to be able to designate these locations as Inactive and eliminate them from lookups and future transaction processing.

23 Product Roadmap October, 2017 Add the ability to inactive an existing warehouse such that future transactions cannot be received into or distributed from said location. New drop-box: Active Inactive Restricted New behaviors defined based on status System checking for existing quantities on hand Usage restrictions based on status Option to include or exclude from lookups

24 Product Roadmap December, Payroll & Payments Desktop Payroll Connected ecosystem Business Intelligence Budgeting & Planning As a benefit of Sage 100c include the improved Budgeting & Planning solutions with the new Implementation wizard and predefined budgeting templates Office 365 Job Cost Updates Tax table updates & IRD Customers resort to Excel worksheets to manage budgets for their business which are hard to manage and maintain and existing solutions are cost prohibitive.

25 Product Roadmap December, 2017 Add as a benefit of Sage 100c the improved Budgeting & Planning solution. Implementation wizard Connect to your GL accounts and balances with an easy to follow, step-by-step tool Choice of 4 pre-defined budget templates Quick-start templates pre-defined with commonly used formulas, columns and analysis capabilities

26 Product Roadmap March, 2018 Payroll & Payments Connected ecosystem Office Desktop Payroll Timecard to Framework Invoice Presentment einvoicing Terms on Time ecommerce and POS e-commerce XM Development Bank Integrations Auto Bank Feeds -- PLAID Cloud data Sage Contacts BOTS Onboarding Customer Marketplace Pain points Reprint sales invoices from history Timecard to framework cloud-based, updated time entry module on new business object framework Customers need modernized time entry module fully integrated with payroll, job cost, and potentially manufacturing modules.

27 Product Roadmap March, 2018 Payroll & Payments Connected ecosystem Office Desktop Payroll Timecard to Framework Invoice Presentment einvoicing Terms on Time ecommerce and POS e-commerce XM Development Bank Integrations Auto Bank Feeds -- PLAID Cloud data Sage Contacts BOTS Onboarding Customer Marketplace Pain points Reprint sales invoices from history In partnership with Terms on Time expand capability to electronically deliver AR and SO invoices to include click-to-pay capability and an online customer portal Processing paper invoices can be costly and time consuming not to mention the delay in collecting outstanding receivables and incoming cash flow.

28 Product Roadmap March, 2018 In partnership with Terms on Time expand capability to electronically deliver AR and SO invoices to include click-to-pay capability and an online customer portal

29 Product Roadmap March, 2018 Payroll & Payments Connected ecosystem Office Desktop Payroll Timecard to Framework Invoice Presentment einvoicing Terms on Time ecommerce and POS e-commerce XM Development Bank Integrations Auto Bank Feeds -- PLAID Cloud data Sage Contacts BOTS Onboarding Customer Marketplace Pain points Reprint sales invoices from history In partnership with XM Developments deliver an ecommerce solution that provides on-line customer self-service capabilities such as B2B, B2C and Customer portal Sage 100 customers have the ability to create and maintain these pages, but the technology is aging and cumbersome. There is a need for a flexible, affordable service to address the ever changing needs of the market.

30 Product Roadmap March, 2018 ecommerce solution that provides on-line customer self-service capabilities such as B2B, B2C and Customer portal XM Developments

31 Product Roadmap March, 2018 Payroll & Payments Connected ecosystem Office Desktop Payroll Timecard to Framework Invoice Presentment einvoicing Terms on Time ecommerce and POS e-commerce XM Development Bank Integrations Auto Bank Feeds -- PLAID Cloud data Sage Contacts BOTS Onboarding Customer Marketplace Pain points Reprint sales invoices from history In partnership with PLAID -- Real-time bank feeds integrated with Bank Reconciliation download cleared items and auto match to items in Sage 100 Customers need real-time access to information on items clearing their banks versus items recorded in Sage 100

32 Product Roadmap March, 2018 Auto bank feeds Today Tomorrow

33 Product Roadmap March, 2018 Payroll & Payments Connected ecosystem Office Desktop Payroll Timecard to Framework Invoice Presentment einvoicing Terms on Time ecommerce and POS e-commerce XM Development Bank Integrations Auto Bank Feeds -- PLAID Cloud data Sage Contacts BOTS Onboarding Customer Marketplace Pain points Reprint sales invoices from history Office 365 Contacts; the ability to view in real-time information related to Sage 100 contacts through Office 365 Customers need real-time access to information from Sage 100 contacts in Microsoft Outlook or Skype without needing to launch the Sage 100 desktop

34 Product Roadmap, February 2018 Office 365 Sage Contacts Balance due Credit status Address details Organization details Invoice / payment history Communications Notes 34

35 Product Roadmap March, 2018 Payroll & Payments Connected ecosystem Office Desktop Payroll Timecard to Framework Invoice Presentment einvoicing Terms on Time ecommerce and POS e-commerce XM Development Bank Integrations Auto Bank Feeds -- PLAID Cloud data Sage Contacts BOTS Onboarding Customer Marketplace Pain points Reprint sales invoices from history Artificial intelligence BOTS respond to key performance indicator queries based on Sage 100 data Customers need real-time access to information from Sage 100 such as key performance indicators using plain text query language from mobile devices

36 Product Roadmap March, 2018 Payroll & Payments Connected ecosystem Office Desktop Payroll Timecard to Framework Invoice Presentment einvoicing Terms on Time ecommerce and POS e-commerce XM Development Bank Integrations Auto Bank Feeds -- PLAID Cloud data Sage Contacts BOTS Onboarding Customer Marketplace Pain points Reprint sales invoices from history Dedicated HTML landing page within Sage 100c desktop displaying icons representing Sage and OEM or Endorsed connected services, linked to additional information and / or onboarding resources to enable selection, purchase, and onboarding of cross-sell / up-sell products and services. Additional links to allow account management such as adding user licenses or renewals. Customers need an easy to access, centralized way to discover, select and consume additional benefits available to complement their 100c implementation.

37 Product Roadmap March, 2018 Dedicated HTML landing page within Sage 100c desktop displaying icons representing Sage and OEM or Endorsed connected services, linked to additional information and / or onboarding resources to enable selection, purchase, and onboarding of cross-sell / up-sell products and services. Additional links to allow account management such as adding user licenses or renewals.

38 Product Roadmap March, 2018 Payroll & Payments Connected ecosystem Office Desktop Payroll Timecard to Framework Invoice Presentment einvoicing Terms on Time ecommerce and POS e-commerce XM Development Bank Integrations Auto Bank Feeds -- PLAID Cloud data Sage Contacts BOTS Onboarding Customer Marketplace Pain points Reprint sales invoices from history Reprint sales order invoices from history. Customers need the ability to reprint a Sales Order invoice once it has been processed and closed when a customer loses or disputes the delivery or charges. Invoices are stored in history and should be available for reprint as historical documents.

39 Product Roadmap June, 2018 Payroll & Payments Connected ecosystem Office Desktop Payroll Paperless Office 365 (General Ledger) Modernization Work Order to framework Pain points Consolidated sales order invoicing GAAP compliance Revenue recognition Paperless Office 365 (General Ledger) Using Office 365 and One-drive we will re-imagine the Paperless Office feature. Customers need a modernized method to store and distribute documents generated in Sage 100.

40 Product Roadmap June, 2018 Payroll & Payments Connected ecosystem Office Desktop Payroll Paperless Office 365 (General Ledger) Modernization Work Order to framework Pain points Consolidated sales order invoicing GAAP compliance Revenue recognition Architectural modernization Bring the Work Order architecture up to the business object framework standard Customers need the Work Order module modernized to the business object framework standard in order to seamlessly integrate with the rest of the solution, be more easily customizable and integration ready, and to allow for mobile access.

41 Product Roadmap June, 2018 Payroll & Payments Connected ecosystem Office Desktop Payroll Paperless Office 365 (General Ledger) Modernization Work Order to framework Pain points Consolidated sales order invoicing GAAP compliance Revenue recognition Consolidated sales order invoicing Customers need the ability to optionally combine multiple Sales Orders for the same customer, shipping to the same address into a single invoice.

42 Product Roadmap September, 2018 Payroll & Payments Connected ecosystem Office Desktop Payroll Paperless Office 365 (Accounts Payable) Onboarding Account management Pain points International addresses Pain points Lot / serial expiry dates GAAP compliance Revenue recognition Paperless Office 365 (Accounts Payable) Using Office 365 and One-drive we will re-imagine the Paperless Office feature. Customers need a modernized method to store and distribute documents generated in Sage 100.

43 Product Roadmap September, 2018 Payroll & Payments Connected ecosystem Office Desktop Payroll Paperless Office 365 (Accounts Payable) Onboarding Account management Pain points International addresses Pain points Lot / serial expiry dates GAAP compliance Revenue recognition Onboarding Account management Customers need the ability to manage their account with Sage through a centralized, easy to locate portal.

44 Product Roadmap September, 2018 Payroll & Payments Connected ecosystem Office Desktop Payroll Paperless Office 365 (Accounts Payable) Onboarding Account management Pain points International addresses Pain points Lot / serial expiry dates GAAP compliance Revenue recognition Pain points International addresses Expand the address fields to accommodate global address requirements Customers need the ability to enter addresses for business contacts outside the United States or North America. Additional fields and/or expansion of existing fields is required to allow for this requirement.

45 Product Roadmap September, 2018 Payroll & Payments Connected ecosystem Office Desktop Payroll Paperless Office 365 (Accounts Payable) Onboarding Account management Pain points International addresses Pain points Lot / serial expiry dates GAAP compliance Revenue recognition Pain points Lot / serial expiry dates Add expiry dates to lot and serial tiers in Sage 100 to further facilitate stock management Customers need the ability to track and dispose of stale or expired materials if potency, health, or other concerns impact the value of the stock being tracked.

46 Future outlook Modernization Desktop Payroll Connected ecosystem Architectural modernization Timecard to framework Garnishments Batch entry Point of Sale Inter-company transactions KPI BOTS Workflow BOTS Work Order to framework MRP to framework