Best Practices for Upgrading and Updating Sage Software (2023)

By BAASS Author | Sep 10, 2021 3:39:04 PM |

Best Practices for Upgrading and Updating Sage Software (6)

(Video) Best Practices for Managing Software Updates and Upgrades

When updating or upgrading sage software it is important to be aware of best practices to ensure a successful and efficient process. In this blog, we will provide insights and answers to some of the common questions surrounding upgrades and updates.

What is the difference between an update and an upgrade?

The most simple way to define the difference between an update and an upgrade is to think of an upgrade as a less frequent, more drastic change to the software you are currently using. Whereas a software update, can be more frequent, fix little bugs or make small tweaks, and is often used to repair the product.

A term used commonly is “hotfixes” which are temporary critical fixes that are usually fixing a single function and will be incorporated in the next product update. Sage upgrades are generally released annually (regularly in August or September of every year). For instance, this year as of August 2021 you have the option to get Sage 300c 2022; which would be updated to the latest version released.

Note: most of our customers are not upgrading every year, so you may be running an older version of Sage Software whether is be Sage 300, Sage 50, Sage X3 etc.

Sage just like any other software company supports the current version, and two versions are behind. We at BAASS will try and support older versions of Sage you may be on where possible.

How do I know what version my business is running on?

When opening the Sage application, there will be a splash screen outlining which version of Sage your business is currently running on, for example below.

(Video) How to Update sage 50 2020 to Sage 2022 | Upgrade Sage 50 #sage50tutorial #sage50beginner

Best Practices for Upgrading and Updating Sage Software (7)
You are then capable of going into the system information to gather additional information. As seen below, the top identifies the version number and the product update number. You are then able to see the full details of your installs and other specifics.

Best Practices for Upgrading and Updating Sage Software (8)

The product update numbers increment with each release; in the details area, you see the ID name and the version numbers. Navigate to the red checkmark for the active version.

Product updates are mostly released quarterly and are numbered accordingly since the full version is released in August or September.

  • Update 1: December/January
  • Update 2: April
  • Update 3: July
  • Update 4: September

Note: these numbers could potentially increment to product update 11, as Sage supports the current version and two versions behind.

Product updates usually fix the software however, in the last few years Sage introduced a product update that contained enhancement features, as well as fixes. The features could change your databases, which could result in breaking the custom integrations, custom reports, and forms may stop working.

(Video) Sage 50 Upgrade - Technical Checklist

Independent Software Vendor (ISV) modules that are Sage SDK (System Development Kit)-based look and feel like Sage. For example, your EFT module (if you have an EFT module), which is an ISV may need to be upgraded as well other products with combined SDK and non-SDK. For example, the Resource Manager may have a portion of it assisting in your Sage desktop and the rest might be through a web version.

There are also Integrated Sage Softwares such as HRIS which is a Human Resources Information System or Sage CRM (Customer Relationship Management), which may not function as intended if these product updates are simply applied. In order for all of them to work in harmony, a matching product update or upgrade may need to be installed for the applicable integrated solutions.

Why or when do you need to upgrade or update?

The first reason is compatibility. In this case, a publisher stops supporting their versions due to end-of-life technology changes and security updates compatibility requirements of an operating system.

Whether it is your desktop, laptop or server, the Sage 300 operating system uses Microsoft’s SQL as its database. MS SQL needs to be compatible with the operating system, the server that the operating system is on, as well as Sage 300, which should be compatible with the operating system and the database. Another compatibility issue to watch out for is that you may be upgrading an integrated program that requires you to upgrade or update.

Two reasons why you may update is for features functionality that you wanted to use/business requires or fixes to existing issues/ error messages. Importantly, the latest product updates are usually needed for payroll tax tables and other tax filings such as 1099 in the U.S payroll. Tax tables are released for the current version and two previous versions.

Best Practices

Whether it is an upgrade or an update, and whether you do it or your software provider does it, there are certain things part of the best practice.We recommend maintaining a separate testing environment; separate meaning a separate application installed outside of the production environment. It is understandable that not all users have this option, but a disconnected test environment to implement the product upgrades and updates initially help to mitigate the risks.

(Video) Successful strategies for upgrading your Sage X3

Once you test and confirm all systems are functional, then the upgrades/updates will implement in your production environment, including all your required workstations and servers. This is done when users are out and the integrations and schedule sessions are turned off.

Whether it's a product update or product upgrade, it is the same process where multiple backups are taken -- at times not relying on existing backups. Databases are backed up into the cloud, but we suggest taking an additional backup just in case something does not work properly, for both the accounting software and applications.

We at BAASS have a well-established process to document and schedule the upgrade process. Our formal review process consists of scheduling a session with one of our technicians to connect with you and obtain all the environment-related details. This expert will connect with you and gather the details within a document called BAASS Upgrade Review Process. This document is further analyzed by technical and consulting team members to identify any potential challenges; proactively the findings are notified to you.

Options are then discussed and proposals submitted for your approval prior to commencing our process. You will receive a compatibility document that identifies hardware requirements for workstations and servers. As well as Microsoft Office and Excel we recommend you contact your account manager for upgrades; we rarely have any of our clients doing their own upgrades.

Updates are usually a result of a request, our clients initiate this by going to the support site and submitting a request or calling our support desk, or emailing support at Other than requesting support, we can get updated information through several options.

In addition to the BAASS website, you can also get useful up-to-date information from Sage sites. As a Sage customer, you can register into the Sage Customer Portal to gain access to blogs, detailed release information etc. The Customer Portal has a knowledge base that you can search and lookup issues and resolutions; if the resolution states the product update is required, the best to plan the proper steps including contacting BAASS.

(Video) Sage BusinessWorks - How to upgrade to the current version

Another area you can log in to is Sage City as a Sage Client you are eligible to register a Sage account to access these sites by selecting your region and product. You will then gain access to specific news announcements and alerts.

In Summary

Whether it is an upgrade or update we recommend you gather enough information by looking at your system to document your Sage environment. We recommend you document your Stage environment at all times; some of our clients do it already that's part of their internal process. Their it team does it or the accounting team, of course, keep track of the Sage modules and product updates, the workstations and the servers it's installed in and information about the test environment all that is documented. Monitor BAASS and Sage sites, you can contact support at BAASS for issues or contact your account manager if you need a full upgrade.

Have a test environment to mitigate the risk and test on it first. We always say “you could never have too many backups”, so take multiple backups of your production environment and be ready for the downtime during the implementation stage. Depending on the size and the number of modules and how integrated they are you could be down for a day or two. We have covered a variety of points related to your Sage 300 upgrades and updates. Our goal is to provide as much information as possible to assist you.

Have questions? Contact usBest Practices for Upgrading and Updating Sage Software (9)


How do I update Sage Software? ›

Check for updates

It's easy to install available updates from within your Sage 50cloud Accounts software: On the menu bar click Help, then click Check for updates. Follow the on-screen prompts.

How do I upgrade Sage 2022? ›

  1. Open any Sage 50 file as sysadmin in single user mode (opening the sample company is an option).
  2. Select Help, then Upgrade your Sage 50 product. ...
  3. On the Sage 50 - Product information window, replace the old serial number with the new serial number.
10 Aug 2022

Do I have to upgrade Sage 50 every year? ›

Do I have to upgrade? You must be on a current release of Sage 50 to access customer support for phone, chat, and other assistance. Once your Sage Business Care plan expires, you will need to renew in order to access payroll and other add-on services.

Does Sage update automatically? ›

If you have maintained a valid Sage Cover Contract you will automatically receive updates to the latest version. However, if your Sage Cover Contract has expired there will be additional costs to upgrade.

How do I install the latest version of Sage? ›

  1. Go to Services, Check for Updates. Click Check Now.
  2. Click Download. Note: If you do not get the Download prompt, close Sage 50, right-click the Sage 50 program icon. Select Run as administrator, then check for updates again.
  3. Close Sage 50 to start the installation.
  4. Follow the on-screen instructions.
15 Nov 2022

What is the latest version of Sage? ›

The latest version of Sage 50cloud Accounts v28. 1, is available from 16th May 2022, with new and improved features it's everything you need to manage your business finances.

Do I have to update Sage? ›

It is critical that you update your accounting software to a later version of Sage 50cloud or move to a different accounting system as soon as possible. If your business uses QuickBooks Desktop, you should note that this will be ending in January 2023.

Is Sage 50 being phased out? ›

The future once Sage 50 and QuickBooks desktop accounting software end. Support for Sage 50 will end on 30th September 2022, sparking consternation among some customers. Sage's decision follows an earlier announcement from QuickBooks Desktop which will be discontinued in the UK from 1st February 2023.

Can I uninstall old versions of Sage? ›

Press the Windows key + R then type Control Panel and click OK. Click Programs and Features then find and right-click the version of Sage Accounts you want to remove then click Uninstall.

What happens if I don't renew Sage? ›

If You cancel or fail to renew Your SAN membership, (i) the Program will operate with reduced functionality and Your access to payroll features, functionality, and forms will terminate immediately, (ii) You may continue to use the Program and access Your data, but You will not be able to enter new data; (iii) You will ...

Can you use Sage 50 without subscription? ›

Subscription and Non-Subscription Service Plan

Sage 50 licenses can either be subscription or perpetual. With a non-subscription service plan (like a payroll-only plan, where you get access to the module), you normally pay one time to get entitled for a period of time.

Does Sage 50 expire? ›

In Sage 50cloud Accounts 25.1 and above, from 30 days before the the token expires, a warning message appears letting you know that your token will expire with the option to enter it immediately, or to be reminded later.

Do you have to renew Sage every year? ›

To ensure continuous service, your Sage Business Care plan is an automatically renewing plan. The traditional plan is an annual plan with a perpetual license to the software, therefore you own the license.

What does update ledgers do in Sage? ›

This option updates the sales and nominal ledgers with the invoice or credit note transaction information. Multiple invoices and credits can be updated at the same time, making the process quick and simple.

Where does Sage store its data? ›

In the Program Details area, the location of where the data is held is shown under Data Directory. For example: C:\ProgramData\Sage\Accounts\2020\Company. 000\Accdata.

What is the latest version of Sage 50 US? ›

  • Product: Sage 50—U.S. Edition 2022.
  • Solution ID: 109865.
  • Published on: 10-20-2021.
  • Applies to: Download and installation > Installation.
15 Mar 2021

What operating system does Sage use? ›

Find Out If You Meet the Software / Hardware Requirements for Sage 100
Dedicated ServerProcessorAdditional Requirements
Windows 10 (32- and 64-bit) Pro and EnterpriseIntel Core 2 Duo512 MB
Windows 8.1 (32- and 64-bit) Pro and EnterpriseIntel Core 2 Duo512 MB
3 more rows
7 Jun 2022

What are the different versions of Sage 50? ›

The three main versions of Sage 50 include Pro, Premium, and Quantum. Sage 50 Pro is a limited functionality version available only for single-user usage. Sage 50 Premium offers more features than Sage 50 Pro and allows up to 5 users.

How many versions of Sage are there? ›

Within the Sage Business Cloud Accounting suite, Sage offers two plans: Sage Business Cloud Accounting Start and Sage Business Cloud Accounting.

What is the difference between Sage 50 and Sage 50cloud? ›

Sage 50cloud Is Not An Online Application

The most important thing to know when choosing is that Sage 50cloud (also known as Sage 50c) is primarily a desktop application NOT a cloud-based program. It is the same desktop program as the traditional Sage 50.

Is Sage outdated? ›

Accounting software provider Sage has recently advised that after 30 September 2022, Sage 50 Accounts and Sage 50cloud Accounts v26. 2 and below will no longer be accessible. The discontinuation of these older versions of Sage is due to changes Sage are making in line with industry-standard security protocols.

How long should a Sage update take? ›

How long does it take to upgrade? The Release 2023 download is approximately 460 MB; on standard Internet connections the download will complete in under 30 minutes, but this depends on the download speed of your Internet connection.

What is the current version on Sage Fixed Assets? ›

Download Sage Fixed Assets 2022.1.

What are the system requirements for Sage 50? ›

Minimum requirements
  • Processor operating at 1.0 GHz or higher (2.0 GHz recommended)
  • 4 GB RAM. ...
  • 4 GB hard disk space (additional 1 GB needed for installation)
  • Latest version of Internet Explorer.
  • Microsoft® supported version of Windows 8.1, or Windows 10 (with the latest updates from Microsoft)
1 Oct 2021

What is Sage Line 50 called now? ›

Sage 50 is now called Sage 50cloud Accounts and is the UK's bestselling accounts software for small to medium sized businesses. Sage 50 is a far superior accounting solution to Sage One and is highly configurable, scalable and flexible.

Which accounts Cannot be deleted in Sage 50? ›

If the account has a nonzero balance in any accounting period within the two currently open fiscal periods, Sage 50 displays a message stating that you cannot delete the account.

Can I transfer Sage 50 to a new computer? ›

Yes, You can install Sage 50 on another PC without any issues using the same activation information. Sage allows the transfer of the existing Sage 50 license to migrate to another computer under the following conditions: The license is then uninstalled from the older computer.

Has Sage been hacked? ›

Sage has claimed it has well over 6 million SMEs using it worldwide across 23 countries, however it seems that this data breach has only affected those within the UK. Since the breach, Sage immediately contacted the ICO and the City of London police to further use their powers to investigate this matter.

Will Sage run on Windows 11? ›

Resolution. Sage Engineering has confirmed the following versions of Sage 100 are compatible with Windows 11 and Server 2022: Sage 100 2021.2 (7.00. 2.0)

Where are Sage 50 backups stored? ›

By default, backup files are saved to C:\SageBackups on the computer where your data is stored. You can also store your backups on any fixed drive on your server, and if required, click Edit folder to enter a specific path.

What are the negatives of Sage? ›

Cons of using Sage
  • Very difficult and time-consuming to set up. ...
  • Not easy to use so staff will need training. ...
  • A lot of the features are over-complicated.
  • The homepage can become cluttered, making the system seem imposing, if not customised.
  • Lack of Efficiency when it comes to Journal Entry.
24 Feb 2020

How many Sage backups should I keep? ›

How often you back up data is up to you and depends on how you use Sage 50. If you enter transactions in a batch, every two weeks, you can get by with backing up every two weeks. If you enter transactions daily, you need to establish a daily backup routine.

Can a non accountant use Sage? ›

Although Sage 50 Accounts is an accounting solution at its core, it can be easily used by non-accountants too.

Can two people use Sage 50 at the same time? ›

Multi-User - Sage 50 Premium can be licensed for up to 5 users. Security - To provide the control needed with multiple users, Sage 50 Premium lets you set access levels of None, View Only, Add, Edit, or Full, for each screen for each user.

How much does Sage 50 cost per year? ›

Sage 50cloud Accounting is scalable, with three plans available. The Pro Accounting plan is designed for a single user and is currently priced at $340/year. Sage 50cloud Premium Accounting, which is designed for one to five users, is priced at $554/year for a single user, and supports up to 10 companies.

How many financial years you can maintain in the Sage 50? ›

Sage 50 permits you to operate within two open fiscal years.

How long is Sage good for? ›

Fresh sage leaves should keep for up to 5 days in the refrigerator. For dried sage, use an airtight container and store it in a cool, shady place away from direct sunlight. Dried sage can retain its flavor and aroma for at least 6 months and potentially as long as a year if it is stored appropriately.

What is the shelf life of Sage? ›

Organic sage leaves, when properly stored, have a shelf life for up to 1 year.

Can I uninstall old versions of Sage 50? ›

Scroll down the list to find the Sage 50 software that you want to uninstall. Select the program by clicking on it once to highlight it and then click Uninstall at the top of the window. This will open the Maintenance Options wizard for Sage 50. Of the maintenance options available, select Remove and then click Next.

What do with sage after winter? ›

Early spring is a good time to cut back sage. If the leaves are cut before winter, the plant might have difficulty to get through the winter time. Now, in February, the shoots can be cut back to about 5 cm. After pruning, when the weather improves, the sage will get new sprouts and grow bushier.

What is the life cycle of sage? ›

Sage is a perennial herb, meaning that it grows during the spring and summer months and then dies off over the fall and winter months and then is still able to grow again the next year.

What happens if I dont renew Sage 50? ›

If you choose to stop renewing Sage 50c, your data will become read only. Or to put it another way, you'll be able to look at your data but you won't be able to enter or edit anything. If you stop renewing traditional Sage 50, only the payroll stops working. Everything else can be used indefinitely.

Is it safe to update ledger firmware? ›

After the update

Ledger Live will automatically re-install apps on your device. You may notice an increase in app storage capacity. If your device displays Welcome to Ledger Nano S, it has been reset. Don't worry, your crypto assets are safe as long as you have your 24-word recovery phrase.

Should I update my ledger firmware? ›

Do I need to update my Ledger Nano? Yes, we strongly recommend always updating your device to the latest firmware version to benefit from the optimal security level and user experience offered by our products.

When should I update my general ledger? ›

Periodically, usually monthly, a company's books will be balanced and closed. This means that any necessary adjusting entries are made to balance the general ledger.

Can Excel pull data from Sage? ›

Sage 50cloud Accounts integrates with Microsoft Excel, making it quick and easy to send accounts data from most windows straight to Excel. You can then manipulate the data to suit your business needs. Let's get started.

Can you import data from Excel to Sage? ›

You can import data into Sage 50 to save time migrating data from another accounting system or manually entering external data from a spreadsheet.

Can Sage be hosted in the cloud? ›

Our Sage hosting solutions are a completely true cloud-based experience. We offer hosted Sage 200, hosted Sage Line 50 and hosted Sage X3, and most importantly we host the whole Sage application (including all Sage modules) within our secure environment.

How do I check my version of Sage? ›

On your keyboard, press the Windows key + R, enter appwiz. cpl then press Enter. Look for the latest version of Sage Accounts on the list, then, in the Version column, note the version, in this example 27.2. 662.0.

What is the latest version of Sage 100? ›

During the February 2022 partner call, Sage unveiled the upcoming release of Sage 100 2022.0. The new version is expected to arrive in the second quarter of 2022.

How do I override an update and shut down? ›

The article How to Shut Down a Windows PC Without Installing Updates lists three methods :
  1. Press Alt + F4 to access the Shut Down Windows dialog box and select “Shut down” from the drop-down list.
  2. Press Windows + L to lock the screen, or log out. ...
  3. Run the following command : shutdown -s -t 0.
22 Jan 2016

What do you do when an app update is stuck? ›

Try clearing the cache for the app first. If that solution doesn't work, uninstall the app and reinstall it. If the above options don't fix the issue, you may need to contact the developer for help. On that app's Play Store page, tap on “Developer contact,” then choose your email app to send the message.

How do I restore my Software Update? ›

Option 3. Restore Android data after update via SD card
  1. Install a File Manager app from the play store.
  2. Give the File Manager access to your device storage and SD card storage.
  3. Allow the app to make changes to your Media.
  4. Locate the Backup file.
  5. Click on it and select "Restore Backup".
26 Apr 2022

What are the types of software updates? ›

  • Critical update. A widely released fix for a specific problem that addresses a critical, non-security-related bug.
  • Definition update. A widely released and frequent software update that contains additions to a product's definition database. ...
  • Driver. ...
  • Feature pack. ...
  • Security update. ...
  • Service pack. ...
  • Tool. ...
  • Update.
23 Sept 2021

How do I check for all software updates? ›

Click on the Start (Windows) menu and then select Settings. From the 'Windows Settings' screen, click on Update & Security. In the next screen, click on Windows Update. In the 'Windows Update' section of the screen, click on Check for updates.

How do I update software without notification? ›

Android 9
  1. Find and tap Settings → Apps & notifications → See all [number of apps] apps.
  2. Tap the Menu icon (three vertical dots) → Show system.
  3. Find and tap Software update.
  4. Tap Storage → CLEAR DATA.

What are the different versions of Sage accounting? ›

Within the Sage Business Cloud Accounting suite, Sage offers two plans: Sage Business Cloud Accounting Start and Sage Business Cloud Accounting.

What software is similar to Sage? ›

Top 10 Alternatives to Sage Business Cloud Accounting
  • QuickBooks Online.
  • Xero.
  • FreshBooks.
  • QuickBooks Desktop Pro.
  • NetSuite.
  • SAP Business One.
  • QuickBooks Desktop Enterprise.
  • Acumatica.

What is the difference between Sage 100 and Sage 100c? ›

There are two main differences, licensing and functionality. Sage 100c is a modernized, subscription only based solution, which you can pay yearly or monthly. Unlike Sage 100, which was purchased perpetually followed by annual maintenance*, Sage 100c's subscription fee include the software, maintenance and support.

Why is Sage 100 so slow? ›

A recently-installed update can cause Sage 100 to run slow and potentially cause other performance issues. Examples include Windows Updates, antivirus or firewall updates that change or reset previous settings, changes to backup software processes, and many others.

Is Sage 50 outdated? ›

Sage have announced that they will be making some essential security updates to Sage 50cloud Accounts on 30 September 2022 which means anyone running version 26.2 or below will not be able to use their software beyond this date.


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