This document outlines Sage's product vision and roadmap for Sage 50 and Sage One accounting software. It discusses moving accounting software to the cloud to provide online and mobile capabilities like invoicing, payroll, data sharing, and bank integration. Sage aims to offer these features through integrated ecosystems where customers and accountants can access shared company data from Sage 50 or Sage One. The timeline shows the phased rollout of these new capabilities over the next year for both Sage 50 customers and Sage accountants and their clients.
23. #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
24. #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
33. #InspireTour
• 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
35. #InspireTour
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
36. #InspireTour
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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37. #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 account
3. Connect to your client’s Sage One account from Sage 50
Accountant’s Edition
4. With a few setup steps you can see your clients’ invoices
in your Sage 50 Accountant’s Edition
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38. #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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43. #InspireTour
• 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
43
Bank Integration – For Sage 50 Customers
44. #InspireTour
• 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
44
Bank Integration – For Sage 50 Customers
45. #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
45
Bank Integration – For Accounting Practices
46. #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 account
3. Connect to your client’s Sage One account from Sage 50
Accountant’s Edition
4. With a few setup steps you can work on your clients’
income and expense transactions in Sage 50
Accountant’s Edition
46
Bank Integration – Making it Happen
50. #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 account
3. Connect to your client’s Sage One account from Sage 50
Accountant’s Edition
4. With a few setup steps you can view your clients’
summary journal entries in Sage 50 Accountant’s Edition
50
Online Payroll – Making it Happen
55. #InspireTour
Cloud Data
For Sage 50 Customers
• Flexible
• Secure
For Sage Accountant’s Network Members
• Easy
• Convenient
• Efficient
56. #InspireTour
Cloud Data
For Sage 50 Customers
• Flexible
• Secure
For Sage Accountant’s Network Members
• Easy
• Convenient
• Efficient
57. #InspireTour
Summary for Sage 50 Customers
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Solution How Delivered
Mobile Invoicing Sage One Invoicing + Sage 50 Integration
Cloud Data Sage Drive
Bank Integration Sage One Standard + Sage 50 Integration
Online Payroll Sage One Payroll + Sage 50 Integration
Invoice Presentment Sage One Invoicing + Sage 50 Integration
58. #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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59. #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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60. #InspireTour
Bank
Integration
Availability
FEB MAR APR MAY JUN JUL OCT NOV DECAUG SEP
For Sage 50 Customers
For Sage Accountants Network Members
and their Clients
Mobile
Invoicing
(browser)
Mobile
Invoicing
(smartphone)
Cloud
Data
Online
Payroll
Invoice
Presentment
(from Sage 50)
JAN
Mobile
Invoicing
(browser)
Cloud
Data
Bank
Integration
Online
Payroll
Mobile
Invoicing
(smartphone)
Invoice
Presentment
(from Sage One)
61. #InspireTour
Bank
Integration
Availability
FEB MAR APR MAY JUN JUL OCT NOV DECAUG SEP
Mobile
Invoicing
(browser)
Mobile
Invoicing
(smartphone)
Cloud
Data
Online
Payroll
Invoice
Presentment
(from Sage 50)
JAN
Mobile
Invoicing
(browser)
Cloud
Data
Bank
Integration
Online
Payroll
Mobile
Invoicing
(smartphone)
Invoice
Presentment
(from Sage One)
For Sage 50 Customers
For Sage Accountants Network Members
and their Clients