Sage X3 People:Training Management

Training management

Sage X3 People training management module is a most have module for any organization that is interested in building her human capital to meet the evolving business environment.

Training budgets:

  • Budget wizard to define training plans and budget
  • Training needs, requests, and auto detection
  • Gross training costs calculation and budget control



Training programs:

  • Training path, organisation, and tracking of training actions
  • Training catalogue accessible within the self-service portal

Let’s take a look at some features of the training management modules

Budget Guideline

The Human Resources manager uses this function to enter an authorized amount that will be used as a reference when creating the training plan.

The Human Resources manager is not required to enter the authorized budget and can directly work using plan simulations.



Standard Program

Use this function to create training program models and identify in advance a series of training periods to implement.

A standard program can be delivered to one or several employee IDs and contracts.
It is possible to create an individual program from an existing standard program.

By selecting some criteria, the “Training generation” function can also be used to generate several individual programs from a standard program.

The elements of the standard program are initialized in the individual programs (position, standard job, training periods, and so on).


contact me for more details

Sage X3 People: Payslip by Email

This function in Sage X3 People allows to send to the employee the monthly payslips by email. This function can be used to send by email This function allows to send to the employee the monthly payslips by email. This function can be used to send by email payslips corresponding to several criteria.payslips corresponding to several criteria.


This screen allows you to:

  • Select the payslips to sent by email by entering criteria for the company, the site, the department, the profile, the employees and the population.
  • Specify the dates of the payslips. It is possible to send more than one payslip by pay date for the same payment month.

To send the Pay slip by email, the follow criteria must be fulfilled:

  • The pay slip status must be calculated or printed;
  • The Setup must be completed.

At the end of the process, a log file displays the report of the generation.



Automating Sage X3 People Backup

The following are the steps for automating Sage X3 People backups:

  • Login to the X3 Folder with Administrator account.
    Open the Recurring Task Management Screen. (Usage-> Batch Server->Recurring Task Management).
  • Create a new Recurring Task from the screen. Please refer the below screenshot for creating the Recurring Task.

  • If you are creating a Task Code from the X3 Folder do enter X3 as the Folder in the Field ’FOLDER’. Enter an Admin User in the User Code field.
  • Make sure you enter the TASK CODE as “DOSEXTRACT”.
  • Setup the Periodicity as per your requirement and Click on Active.
  • Then Click on Create.
  • Click on Parameter Definition. This will open the below window(Data Extract):


  • Enter the name of the Folder whose data you need to extract. Keep rest of the field’s value as default and click on OK.
  • Click on Save and your recurring task setup is complete.


The recurring task will automatically execute the data backup for the folders that you have setup. You will have to setup a Recurring Task for each folder to take their respective backup.

Note :

Warning, this type of function is a maintenance function reserved for developers, it is linked to the Adonix engine and not to the standard databases. As a consequence, it should not be used as a habitual backup procedure, since it does not have the guarantees of security or performance. A backup with the standard database tools is strongly recommended before every use of this type of function.

Amongst the limitations of this type of function, it should be noted that, if it is launched for several database tables, it can lead to a database image that is not globally coherent if updates take place during the export (unlike the standard tools associated with the databases). If the function is to be used to extract a coherent image, it is necessary to ensure that nobody else is connected to the folder during the extraction.

How to manually unlock a code file

When you open a code file in the Sage X3 People internal editor (function ADOTRT), Sage X3 people locks the file to prevent simultaneous modification. When you close the file, the lock is released. But if you experience an unexpected exit from the system while you have a file opened in the editor (for example, due to power failure), the file lock might not be released. In this case, when you open the file again, you will see a warning message and the file will be in read-only mode.

In such situations, to release the lock manually you have to delete a temporary file that X3 People creates to mark the code file as locked. This temporary file has the same name as your code file and an extension of ‘LCKsrc’. For example, if you open the SPEPOH code file, X3People will create a temporary file called ‘SPEPOH.LCKsrc’.

The temporary file is created in the same directory as its corresponding code file. This is usually the TRT subdirectory of your X3 People folder. To release the lock, all you have to do is delete the temporary file (be careful not to delete the .src and .adx files of the same name!)

Sage X3 People

Simple, flexible, yet powerful Resource Management software

  • The software can be accessed online as well as from mobile devices
  • Can be fully integrated with the Sage X3 software
  • Providing access at all times and from all places, the software is perfectly suited for a mobile workforce
  • The software provides self-service HR services that ensure higher employee retention

Sage X3 People was earlier known as the Sage HR Management (HRM). This system is a simple and flexible HR management solution that is ideal for mid and enterprise-sized companies. The system can assist the companies in achieving more control over the workforce costs, helping increase the overall efficiency. Integrated with Sage X3, the software solution can provide more exhaustive and accurate data for multiple business units and locations. Users can access Sage X3 People both online as well as through their mobile devices.

Sage X3 People is the perfect cost-effective integrated payroll solution for Sage X3 customers. This software can also be used as a standalone HR management system that also offers self-service capabilities to businesses in the healthcare, servicing, distribution, and manufacturing industries.

Forward-looking solutions with the latest in technology

The Sage X3 People software includes new technological components that are widely recognized as the most forward-looking advancements in the industry. These advancements cover multi-bowser and mobile usage, cloud database integration, document management, web service development, and speed search.

User-centred design

Our futuristic technology designs help in increasing the collaboration and overall visibility in your company. The self-service capabilities and user-centered design provides the managers and the employees with an easy access to required information at all times and on all devices.

Multi- browser, multi-OS and multi-database

Sage X3 People is compliant with HTML5, because of which, you can access any popular web browser like Opera, Safari Google Chrome, and Microsoft Internet Explorer.

The system is also compatible with a number of operating systems like Windows, Linux (Red Hat), or Unix (AIX) as well as either Microsoft SQL Server or Oracle databases.

Multi-user performance

The system has a robust N-tier architecture that consistently delivers high performance, even with hundreds of concurrent users.


Personnel Administration:
A functional structure adapted to multiple entities and decentralised organisations;
Fully detailed employee records with complete history;
Pre-on boarding file and data review;
Generates contract and legal documents;
Manages concurrent contracts and multiple occupations – part time, seasonal activity, entertainment;
Monitors and provides alerts for health check-ups, work permits, and regulatory authorisations.

Payroll preparation, statutory declarations, and annual reports;
Accounting and payment management;
Back-pay and regularisations;
Adherence with training, expenses tracking, and time and activity management.

Total payroll and budget forecasting:
Budget planning, portfolios definition, and segmentation through companies, subsidiaries and branches;
Scenario definition, comparison, revision and reforecast;
Definition of detailed assumptions and global assumptions;
Variance analysis, operational indicators and KPI analysis, drill down from figures to detailed commitments.

Time and activity management:
Forecasting and tracking of work-hours and costs;
Attendance monitoring – such as leave, illness, and accidents;
Management of work-hours, shifts and cycles, bonuses, absenteeism totals, and leave entitlement calculation and valuation;
Generates predictive calendars or attendance-history reports.

Skills and competencies management:
Skills and competencies tracking and mapping among employees;
Strengths and improvements analysis by company, subsidiary and branch;
Job, role and mission definitions, with skills requirements and compensation package;
Performance management: skills assessment, training programs, and skills transfers planning.

Training Management

Training budgets:
Budget wizard to define training plans and budget;
Training needs, requests, and auto detection;
Gross training costs calculation and budget control.

Training programs:
Training path, organisation, and tracking of training actions;
Training catalogue accessible within the self-service portal.

Appraisals and interviews:
Appraisal of goals and achievements;
Performance assessment tools;
Skills review and training requests collection;
Provides a framework through the self-service portal for an interactive dialogue.

Profit sharing:
Involve and reward employees for the company’s successes and performance;
Calculate the distribute incentives and profit-sharing between employees;
Publish automated letters to rewarded employees.

Expenses management:
Expenses life-cycle management;
Online forms and refund procedure;
Promote, check, and control travel expenses policy;
Full process of approval workflow, payment, and accounting.

Analytics, reporting, dashboards:
Built-in decision making tools with ability to query from any level: company, subsidiary, branch, and any module;
User dashboards and intelligence with standard KPIs covering workforce, contracts, attendance, leave, and compensations;
Library of pre-defined reports that centralise data and delivers on demand;
Expand the core analytics capabilities with business intelligence options like SAP BusinessObjects;
Extensive library of business-oriented statistical reports, SQL query builder. and Sage graphical query builder.

Need more info or would you like to book a free demo? Contact me:

Bank Reconciliation- Sage Pastel Evolution

Application Sage Evolution ERP 7
Module General Ledger
Audience Sage Evolution Users, Accountants, Consultants

It is important to do Bank reconciliation monthly, it allows companies to compare their Sage Evolution Account records to their actual bank statement, ensuring it balances


The Pastel Evolution Bank Manager add-on module eliminates the process of manually capturing transactions from your bank statement. Download an electronic bank statement from any major bank, map the bank transactions to the correct ledger accounts in your books, and the system will automatically assign the transactions for you after each import. Reconciling your bank account has never been quicker and easier. Sage Evolution Bank Manager allows for cash book entries (deposits and withdrawals) to be automatically reconciled to the corresponding bank statement entries using an import file, thereby reducing time spent on labour-intensive manual processes. Automatic bank reconciliation can save you between 80 – 90% in cash book processing TIME, COSTS and MONEY

  • After the first bank statement download, assign recurring account coding to transactions that recur from month to month.
  • Attach a unique statement transaction identifier to a Sage Evolution account.
  • The system will then automatically code recurring transactions exactly as specified for the cash book batch.
  • Thereafter you will only have to code new transactions.
  • You can split lines into multiple accounts and reuse them. For example, you may wish to allocate rent to different departments.
  • For custom or complex changes, export the transactions into Excel, make the changes, and instantly import the data back into Pastel Evolution Bank Manager.
  • Once all the transactions have been assigned to the relevant accounts, simply select the option to create the cash book batch and the transactions will immediately be transferred to your cash book, for you to continue as usual.


This process is optional. It does not affect values on the general ledger. Instead, it helps you decide on the accuracy of the information you input, relative to your bank statement. You access this function via the Transactions…General Ledger…Bank Reconciliation menu option,

or via the system tree General Ledger…Transactions function.

Note that this function does not display on the system tree.

When you initiate this function, the Bank Reconciliation window opens. This window is an independent window, not tied to the Explorer window. You can open as many different Bank Reconciliation windows as you like at the same time. You can also close the Explorer window and leave the Bank Reconciliation window(s) open.

Note: Before you can do any work in the Bank Reconciliation window, you have to select a bank account.

Behind the scenes:

  • Pastel Bank Manager compiles the cash book electronically by using the bank statements of all the major South African banks as a base.
  • After the first bank statement download, assign recurring account coding to transactions that recur from month to month.
  • Attach a unique statement transaction identifier to a Pastel account.
  • The system will then automatically code recurring transactions exactly as specified for the cash book batch.
  • Thereafter you will only have to code new transactions.
  • You can split lines into multiple accounts and reuse them. For example, you may wish to allocate rent to different departments.
  • For custom or complex changes, export the transactions into Excel, make the changes, and instantly import the data back into Pastel Bank Manager.
  • Once all the transactions have been assigned to the relevant accounts, simply select the option to create the cash book batch and the transactions will immediately be transferred to your cash book, for you to continue as usual.

Task: Reconciling Babsmog Solution Bank Account

  1. From system tree General Ledger…Transactions …Bank Reconciliation.
  2. The system will open a separate Bank Reconciliation
  3. Select the month you want to reconcile from the drop down list in the Month field.
  4. Click View.
  5. Enter the balance of the statement as at the end of March (refer to the bank statement earlier in this lesson). Enter 14655 in the field.
  6. The following information will display on the screen, detailing all the bank transactions

  1. Make a tick next to the transactions that displays on both the bank statement and this screen.

  1. From the bottom screen the Computer Bank Balance and Reconciled bank Balance should be the same. If this is the case, you have successful reconcile your bank account if not, a difference will be displayed, you will have to recheck your transaction in the system as well as the bank statement to find the cause of discrepancy. Note
  2. In this case, Babsmog Solution bank balances. Before you process any reconciliation, you need to print it. Click on the print icon or
  3. You can generate report on a specific period or up to a particular period

Report Output

This shows items on the computer that are not yet on the bank statement. The report also calculates the theoretical bank balance and compares it to the actual bank balance you enter into the Bank reconciliation function.

The report shows the opening bank balance, the outstanding payments and deposits, and a theoretical closing balance. For each unreconciled payment or deposit, the report shows the date, reference, description, amount, and a running bank balance.

Report Options

You choose the general ledger bank account to reconcile, and the period up to which to reconcile.

You can specify the period up to the end of the specified month.

You can sort unreconciled transaction by:

  • Date
  • Reference

You can choose whether to include open batches.

If you are using the Multi-Currency add-on module, you can choose to print local currency amounts or foreign currency amounts.

  1. Click Save to reconcile and process the reconciliation

Scheduling automated backup 2

Sage Pastel Evolution is an Accounting / Stock / Point of Sale program for medium to large sized companies. The program can support a large number of concurrent users and an unlimited number of companies. It uses Microsoft SQL Server as its underlying database. It is very important to take backups for the database files on regular basis.

Backups are security copies of your data. There are a number of strategies to ensure data security. It is vital that you understand all these issues. Making security copies of your data is essential. The database is stored on your hard disk, and the hard disk is subject to hardware failure, physical damage from natural events, and theft. The information you store in your database is worth thousands of times as much as the physical hardware. In fact, your business may fail if you lose this data!

If you are using MS SQL Express edition see automatic backup script for MS SQL Express Edition

In this article, I am going through step by step that will allow

  • Users to schedule the backup to be taken on a particular interval 


  • SQL Sever
  • SQL Studio Management
  • SQL Server Agent must be running
  • “SYSADMIN” database role

Using Maintenance plan to schedule database backup

Limitations and Restrictions

  • To create a multiserver maintenance plan, a multiserver environment containing one master server and one or more target servers must be configured. Multiserver maintenance plans must be created and maintained on the master server. These plans can be viewed, but not maintained, on target servers.
  • Members of the db_ssisadmin and dc_admin roles may be able to elevate their privileges to sysadmin. This elevation of privilege can occur because these roles can modify Integration Services packages; these packages can be executed by SQL Server using the sysadmin security context of SQL Server Agent. To guard against this elevation of privilege when running maintenance plans, data collection sets, and other Integration Services packages, configure SQL Server Agent jobs that run packages to use a proxy account with limited privileges or only add sysadmin members to the db_ssisadmin and dc_admin roles.



To create or manage maintenance plans, you must be a member of the sysadmin fixed server role. Object Explorer only displays the Maintenance Plans node for users who are members of the sysadmin fixed server role.

Login to Sql Management studio and connect to the required database. Now from the object explorer, make sure SQL server agent is running, if not start SQL server agent(Right click and press start).

Expand the Management Node from the object explorer, and then select the maintenance plan node.

Right click the maintenance plan and then select “Maintenance Plan Wizard”.

[nextpage title=”Maintenance Plan Wizard 1″ ]Maintenance Plan Wizard[/nextpage]

Enter the maintenance plan name in the popup box (This can be any name that identifies your task for ). This will identify your backup plan and you should choose a relevant name that suits your plan.

To Schedule, click “Change” button.This will bring the job schedule properties popup window that configure the execution time/frequency of the tasks. Configure the data carefully so that it suits your requirement. Usually database backups are taken daily basis. Make sure you are selecting proper time so that your database is least used. Click ok once you finish.



Select the Maintenance Task

Define Backup Tasks

  1. On the Define Backup Database (Full) Task page, select the database or databases on which to run a full backup. This task uses the BACKUP DATABASE statement


Define backup database task

Backup component

Select Database to back up the entire database. Select File and filegroups to back up only a portion of the database. If selected, provide the file or filegroup name. When multiple databases are selected in the Databases box, only specify Databases for the Backup components. To perform file or filegroup backups, create a task for each database. These options are only available if a single database is chosen from the Databases list above.

Backup set will expire check box

Specifies when the backup set for this backup can be overwritten. Select After and enter a number of days to expiration, or select On and enter a date of expiration.

Back up to

Specifies the medium on which to back up the database. Select either Disk or Tape. Only tape devices attached to the computer containing the database are available.

Back up database(s) across one or more files

Click Add to open the Select Backup Destination dialog box.

Click Remove to remove a file from the box.

Click Contents to read the file header and display the current backup contents of the file.

Select Backup Destination dialog box

Select the file, tape drive, or backup device for the backup destination.

If backup files exist list

Specify how to handle existing backups. Select Append to add the new backups after any existing backups in the file or on the tape. Select Overwrite to remove the old content of a file or tape, and replace it with this new backup.

Create a backup file for every database

Create a backup file in the location specified in the folder box. One file is created for each database selected.

Create a sub-directory for each database check box

Create a sub-directory under the specified disk directory that contains the database backup for each database being backed up as part of the maintenance plan.

The sub-directory will inherit permissions from the parent directory. Restrict permissions to avoid unauthorized access.

Folder box

Specify the folder to contain the automatically created database files.

Backup file extension box

Specify the extension to use for the backup files. The default is .bak.

Verify backup integrity check box

Verify that the backup set is complete and that all volumes are readable.

[nextpage title=”Select Database” ]Select Database[/nextpage]

Select the database


Specify the databases affected by this task. When selected, the drop down list provides the following options: All databasesAll system databasesAll user databases,These specific databases.

All databases

Generate a maintenance plan that runs maintenance tasks against all SQL Server databases.

All system databases (master, msdb, model)

Generate a maintenance plan that runs maintenance tasks against each of the SQL Server system databases. No maintenance tasks are run against user-created databases.

All user databases (excluding master, model, msdb, tempdb)

Generate a maintenance plan that runs maintenance tasks against all user-created databases. No maintenance tasks are run against the SQL Server system databases.

These databases

Generate a maintenance plan that runs maintenance tasks against only those databases that are selected. At least one database in the list must be selected if this option is chosen.


Click Next


Select Report Options

Click Next

Complete the Wizard

Click Finish

You have successfully created a daily automated database backup operation.

Backup using SQL Query and Task Scheduler

Sage Evolution comes with SQL Express Editions but SQL Server Express editions do not offer a way to schedule either jobs or maintenance plans because the SQL Server Agent component is not included in these editions. Therefore, you have to take a different approach to back up your databases when you use these editions.

This article describes how to use a Transact-SQL script together with Windows Task Scheduler to automate backups of SQL Server Express databases on a scheduled basis.

If you are running MS SQL Standard or Enterprise Editions see Scheduling Backup with SQL Server 2012 Standard  Editions

Step 1

Download the script from the link below


backup view

Extract the files to your local root folder C:/ 

Open the Backup2.txt and edit the database instance name


Save the file name as Backup2.cmd

backup 3

 Step 2

Go to Start…All Programs….System tools…..Task Scheduler

backup 4


Click on Import Task

Locate Evolution Backups.xml extracted from the downloaded file



Click Open



Click other tabs to configure to your taste.

Don’t forget to drop a comment

Benefit of HRIS

Definition: A human resource information system (HRIS) is an information system or managed service that provides a single, centralized view of the data that a human resource management (HRM) or human capital management (HCM) group requires for completing human resource (HR) processes.

To put it another way, a HRIS may be viewed as a way, through software, for businesses big and small to take care of a number of activities, including those related to human resources, accounting, management, and payroll. A HRIS allows a company to plan its HR costs more effectively, as well as to manage them and control them without needing to allocate too many resources toward them.

In most situations, a HRIS will also lead to increases in efficiency when it comes to making decisions in HR. The decisions made should also increase in quality—and as a result, the productivity of both employees and manages should increase and become more effective.

HRIS Systems


sage HRMS

Sage Abra HRMS’ flexible design features a comprehensive array of features, plus the powerful reporting and analysis capabilities you need to efficiently manage your workforce.

  • Human Resource Management
    Government Compliance
  • Flexible Payroll Management
  • Attendance
  • Employee Self-Service
  • Benefits Enrollment
  • Training Management
  • Simplified Recruitment

Sage VIP


Premier HR puts your people at the heart of the system. This logical, integrated and streamlined extension of the Premier Payroll system revolves around the HR responsibilities of your business. Learn more.
Premier Employee Self Service (ESS) makes leave processing a breeze by giving your staff user-friendly tools to update their personal details, apply for leave, submit claims and view payslips and IRP5s online. Learn more.
Sage VIP Intelligence Reporting plugs into your Premier Payroll package to give you get penetrating insights and interpretations of your data. Learn more.
Sage SkillsMap lets you attract and retain top talent with a cloud-based, end-to-end recruitment solution. Enjoy minimum cost and effort.

  • Leave Management module
  • Personnel Management (Basic HR) module
  • Employment Equity module
  • Skills Development module
  • General Ledger module
  • Job Costing module
  • Loan module
  • SMART (Payroll Reporting) module
  • InfoSlips (electronic & mobil payslips) module


Through the efficiency advantages conferred by HRIS systems, a HR administrator can obtain many hours of his or her day back instead of spending these hours dealing with non-strategic, mundane tasks required to run the administrative-side of HR.

Similarly, a HRIS allows employees to exchange information with greater ease and without the need for paper through the provision of a single location for announcements, external web links, and company policies. This location is designed to be centralized and accessed easily from anywhere within the company, which also serves to reduce redundancy within the organization.

For example, when employees wish to complete frequently recurring activities such as requests for time off or electronic pay stubs and changes in W-4 forms—such procedures can be taken care of in an automated fashion without the need for human supervision or intervention. As a result, less paperwork occurs and approvals, when deigned, may be appropriated more efficiently and in less time.


Identify Manpower Requirements

In the most basic sense, an HR information system organizes information about every job in your organization. This information might include details such as who is currently in the position, what she is paid and what her job responsibilities, training needs and assigned benefits are. You can use reports about groups of positions or your entire workforce to determine your manpower requirements. To increase production on the factory floor, for example, you must ensure there are enough employees to staff the expansion to your schedule. With a computerized system, you can study the impact of expansion, such as how much it will cost to add the employees that will be needed.

Identifying Resources

When you must make decisions such as how much manpower will be required, you want to determine quickly what resources are already at your disposal. Using an HRIS, you can make better decisions. Instead of jumping immediately to a plan to recruit and train new employees for factory production expansion, you could pull a report from the HRIS, identifying employees who have skills and training required to be promoted to the new positions. Then, you can recruit less-skilled workers to replace them.


In most firms, there is a critical need to manage how employees are treated, especially to comply with the requirements of Nigerian Labour Law. This is easier when you have all the ways that applicants and employees are handled and their data, from their application to their termination, in one powerful information system. For example, an HR manager could pull a report about the diversity of the organization, including percentages of employees in each occupation by their race, gender or national origin. This report would help to show whether the business is complying with Equal Employment Opportunity regulations.


HRIS as a whole mainly improves information sharing and communication between the company and the employees. HRIS made it easy for the human resources department to smoothly operate all components. With the accurate and objective tracking of compensation and benefits, employees’ morale and motivation increases. The Human Resource Information System reduces cost and time spent on manual data consolidation. It allows the HR management managers to focus more on making decisions and projects rather than paperwork. The system hopes to give the HR management division a more strategic role in the company, as the information taken from HRIS can be the basis for employee training schemes and work efficiency projects.


Sage Evolution ERP v7


sage evolution v7Sage Pastel Accounting has launched Sage Evolution 7, bringing customers a new version of the enterprise resource planning (ERP) suite that delivers the efficiencies and productivity gains offered by the latest mobile and cloud technologies.

With Sage Evolution 7, Sage Pastel Accounting has moved onto a new Delphi XE5 technology platform to ensure that your investment in the software will be safe for many years into the future. Drawing extensively on customer feedback, Sage Pastel Accounting has built the new version of the software to help you increase productivity, reduce the margin of error, and eliminate unnecessary duplication of work.

One of the key enhancements available in the new version of Sage Evolution is a Mobile Module that allows the sales force to capture sales orders on tablet devices. The data syncs with the ERP solution, eliminating the need to recapture data and reducing the margin of human error. A cloud-based Sage Inventory Advisor module, meanwhile, gives visibility into critical inventory information wherever you might be.

Recognising that mobile and cloud access to the applications opens new security risks, Sage Pastel Accounting has further tightened the security features of the software in the new version. You can now use more complex passwords or biometric identification (thumb or fingerprints) to protect your accounts.
In addition, Document Profiles allow you to control which data and information different users in the organisation may access.

“Featuring an all-new technology platform and including a range of enhancements to the user experience, this is a key release for us,” says Mohammed Mosam, Sage Pastel’s Product Manager for Sage Evolution. “With Sage Evolution, you can focus on running your business according to your business rules and accounting, while knowing that our software helps you to minimise errors and duplication of effort while maximising productivity and efficiency.”Sage Evolution Dashboard


Listed below are some of the enhancements that have been made to Sage Evolution Version 7:

  • Track KPIs with our new sleek but customisable Executive Dashboard.
  • Analyse and track historical data well into the past with Unlimited Financial Periods.
  • Heighten security by enforcing more complex Password Controls and Agent Lockoutfunctionality.
  • Take your business to the next level by using our Integrated Biometric and RFID Sign-Onfeature.
  • Find information quickly and easily within your Sage Evolution software using our Central Search functionality. It’s just like Google Search!
  • Save time when capturing data by enabling the Autotext feature.
  • Slice and dice General Ledger data with our brand new Visual Reporting feature.
  • Feel confident that your reporting requirements are now aligned to the IFRS.
  • Send personalised customer documentation in HTML format using our new Mail Mergefeature.
  • Place supplier transactions on hold should you have disputes pending or unresolved.
  • Take control of your business processes by implementing Document Profiles to create consistency with user groups or roles.
  • Perform quick inventory price enquiries and create quotes and invoices with the click of a button.
  • Add Additional Charges like courier or surcharge levies to an invoice based on a fixed or percentage value.
  • Use Inventory Dimensions when buying and selling inventory items thus accurately controlling the quantity usage.
  • Determine your discount levels proactively by viewing the Gross Profit percentage when processing an invoice on the fly.


Users interface

sage v7 interface

Sage has taken the opportunity to give the software a new look and feel by changing the icons to create more users friendly interface.


IFRS Alignment

Sage Evolution has been aligned to IFRS reporting requirements. General Ledger Account now have IFRS reporting  categories and financial statements formatted to display accordingly.



sage evoltuion utilities

Human error sometimes occur.If you’ve ever had that terrifying moment when you realise you’ve entered the incorrect date on an invoice, or the incorrect customer/supplier amongst other things you’ll be pleased to know that correcting these little annoyances is no longer a tedious process of credit notes and re-invoicing. As you’ll see in the image below there are a number of new corrective functions to ease the stress of human error:

sage source documents

Source Documents:

  • Change Document Customer or Supplier
  • Change Document Address
  • Change Document Project
  • Change Document Sales Rep
  • Change Document Date
  • Change Document Delivery Method
  • Change Document Description
  • Change Document Line Notes
  • Change Document Messages
  • Change Document Numbers
  • Change Document Settlement Terms
  • Change Document Tax Number
  • Change Document User Defined Fields


Similarly, some basic batch transaction details can be corrected as well as customer and supplier transactions.

Batches:sage batches

  • Change Batch Dates
  • Change Batch Line Description
  • Change Batch Line Project
  • Change Batch Line Reference
  • Change Batch Number


Customer Transactions:sage customer

  • Change Customer Transaction Date
  • Change Customer Transaction Description
  • Change Customer Transaction Project
  • Change Customer Transaction Reference
  • Change Customer Transaction Reference 2


Supplier Transactions:

  • Change Supplier Transaction Date
  • Change Supplier Transaction Description
  • Change Supplier Transaction Project
  • Change Supplier Transaction Reference
  • Change Supplier Transaction Reference


 Password Complexity and Agent Lockoutsage password sec

As an added software control measurement password complexity and agent lockout settings has been added.

  • Lockout attempts and durations
  • Password complexity enables the enforcement of specific password combination which can be aligned to your business IT policies



Unlimited Financial Accounting Periods sage accounting periods

You can create unlimited financial accounting periods which allows you to analyze historical data and make more informed decisions and forecast more correctly.



Kindly fill the form below to assist you with your upgrade so that you can take advantage of all this and many other new functions in SAGE Evolution version 7.