New! Visual Analyzer Module

The new Visual Analyzer module provides a graphical, interactive approach to financial data analysis. Quickly uncover trends, monitor budgets and spending, and share key information throughout your organization. This business intelligence tool allows you to identify risk, develop effective strategies and make timely, informed decisions.

• Monitor organization performance with access to financial dashboards displaying the data you need to make tactical and strategic decisions in a timely manner
• Drill up, down and across information segments in real-time data interaction to fully analyze trends, budgets, and spending ratios
• Use visual, graphical representation of financial data to make it simple for everyone to understand your financials
• Strengthen your cash-flow control by setting lower and upper dollar amounts on expenditures for enhanced fraud detection
• Improve stewardship by monitoring program spending ratios and tracking program efficiency

1099 Tax Forms and eFiling by Aatrix®

Additional capabilities have been added to the functionality from Aatrix® integration. Produce and perform on-screen edits to your 1099-INT, 1099-DIV, 1099-MISC, and 1099-R. The forms are populated with data from your Accounts Payable module, so you can simply produce different types of 1099s in one application. To preserve an accurate audit trail, you can save encrypted historical files for future reference of each 1099 that has been printed and track more vendor information with reports. Reports include the state tax withheld and 1099 form type as both content and items by page. When you eFile with Aatrix, you can reduce your paper usage and save time.

Enhancements to Inventory

Numerous enhancements to Inventory Controls are making your life easier in version 10. Inventory items can be assigned multiple locations, so every item is accounted for by building or warehouse. To stay on top of spoilage and reduce waste, you can set expiration dates for inventory items with shelf lives, such as prescription medications or food. With the Check Item Availability you can easily check an item’s location and expiration status and availability at, the Purchase Orders, Electronic Requisitions, and Sales Order Entry. Inventory reports also provide more detail and present precise records.

Report Binders & the Scheduler

With version 10, you can print your report binders on demand, delivering report data into your choice of PDF, e-mail, Excel spreadsheet, or printer files. You can easily reorder reports within your report binder to address each recipient's needs. The Scheduler (formerly called NightShift Scheduler) provides options to print to PDF, Excel, or printer files. And if you elect to export to Excel, you can remove the report headers, footers, and page breaks of any Sage MIP Fund Accounting report. Additionally, when exporting reports to Excel, you may now choose to append to an existing Excel workbook.

Enhancements to General Functionality

As with previous versions, this release continues to simplify tasks and save time.

• Import reversing journal vouchers in current documents
• Use the Recurring Manager to process percentage based recurring documents
• Choose your view with more workspace in the navigator mode and pinnable navigator panels, including the Process Manager. Streamline workflows using the Process Manager, allowing users to right-click to rename items and incorporating the redesigned Custom Links with Favorites
• Use the new Distribution Code Jump button in Electronic Requisitions to view the funds affected by a distribution code before you choose one, or you can create a new distribution code on the fly
• Filter Select A/P Invoices to Pay and Invoices Selected for Payment using vendor user-defined fields
• Customize the system for your exact needs more easily now that clear form and column persistence is more accessible to users
• Skip a step with the single logon capability of the Windows Authentication Option
• Back up your data from any application for increased security against data loss