What is Sage Expert Services (SES)? Sage Expert Services (SES) are designed for Sage customers and partners. These services are provided by senior consultants and analysts who possess advanced technical knowledge of Sage products. Our fee-based services are competitively priced to match third-party offerings, ensuring customers receive services tailored to their business needs. With Sage Expert Services, you can trust that you will work with an expert on Sage products and data. Our specialists are here to support you every step of the way. Please refer to the Expert Services offerings for your specific product and schedule your free consultation today. | Service | Sage 50 | Sage 100 | Sage 100 Contractor | Sage 300 CRE | Sage Fixed Assets | Sage Construction Management | Sage Timeslips | | Add-on Solutions | | | | | ✔ | | | | Custom Reports | ✔ | ✔ | | ✔ | | ✔ | ✔ | | Data management | ✔ | ✔ | ✔ | ✔ | ✔ | | ✔ | | General Consulting | | ✔ | | ✔ | | ✔ | | | Implementation | | ✔ | | | | ✔ | | | Installation | ✔ | ✔ | ✔ | ✔ | ✔ | | ✔ | | Migration | ✔ | ✔ | ✔ | ✔ | ✔ | | ✔ | | Password Reset | ✔ | | | | | | | | Upgrades | ✔ | ✔ | ✔ | ✔ | ✔ | | | | Year-End Services | ✔ | ✔ | ✔ | ✔ | | | | Service details by product - Custom Reports: Design and creation of custom reports
- Customization: Sage IR and Sage 50 report and form customization and creation
- Data Conversion: Data conversions from old versions
- Data Migration: Data migrations from other accounting products – Lists and Balances Only
- Data Rebuild: Lists and Balances ONLY rebuild to change accounting method or fiscal year
- Install Onboarding: Step-by-step walk-through of Sage 50 installation
- Payroll Formula Service: User-maintained formula creation (Limited to documented Sage payroll formulas)
- Year-End Services: Step-by-step walk-through of the year-end process
- Password reset: Resetting the password for unsupported versions of Sage 50 only
- Business Process Review: Customer business process review with needs analysis deliverable
- Custom Reports: Design and creation of custom reports
- Customizations: Design and creation of Custom Office Customizer User Defined Tables, fields and processes
- Database Upgrades: Provide MAS 90/200, Sage 100 software installation and database upgrades to the latest release version
- Full Implementations: Perform full implementations on behalf of the partner
- General Consulting: Provide general product consulting services
- Partner-Assisted Implementations: Assist partner in new Sage 100ERP implementations, including database migrations
- Product Updates and Fixes: Installation of same version product updates and product fixes
- Sage Partner Portal Migrations: Assist partners in transitioning customers's on-premise database to Sage partner-hosted site
- Training: Customer-defined comprehensive training for Sage 100
- Visual Integrator Jobs: Design and creation of custom import/export jobs
- Installation: Sage 100 installation and registration, including basic user setup
- Year-End Sevices: Step-by-step walk-through of the year-end process and 1099 and W2 processing
- Data Services: File fixes and fiscal year-end change
- General Consulting: We do not offer general consulting
- Installation: New Installation with sample data
- Server Migration: Migrating Sage 100 Contractor server to a new environment
- Upgrade Services: Upgrading to the latest version
- Custom Reports: Design, create and test custom reporting requirements for leveraging Report Designer or Crystal Reports.
- Data Merge: A data merge is the process of consolidating multiple data folders into one. The original setup might have been to put the data in separate folders, but due to business expansion or new processes, it now would be more feasible (and easier to use) if everything were stored in a single data folder. Most data merges also require key changes.
- Data Modifications: Data modifications when it's not possible or practical to edit data directly in the program. For example, updating multiple employee pay information, adding the bank ID to many AP distributions, changing the GL retrieval method in Job Cost, removing unwanted data, changing GL periods or fiscal end dates, etc.
- Data Splits: Data splits are necessary when a data folder holding multiple companies needs to be separated. This occurs when you sell some of the companies or the customer needs to control user access by the company. SES can help facilitate this by splitting a single database into multiple new databases.
- General Consulting: SES provides general product consulting
- Installation and upgrade: Installation and upgrade of Sage 300 CRE on servers and workstations
- Key Changes: The key change process finds and replaces all occurrences of the key field based on the spreadsheet or criteria provided. Companies often outgrow their initial setup and need a key change to keep the software working at optimal performance
- Server Migration: Migrating server and data to a new location
- Add-on Solutions: Sage Expert Services can deliver applications that expand on the functionality of the core Sage Fixed Assets software. For example,
- Advanced Import Utility for Depreciation importing data that integrates with ERP source data
- Advanced Import utility for Planning integrates with ERP source data
- Global Security Manager allows users to manage security across multiple companies from a single interface
- Posting Link outputs GL posting files in a customer-specified format for depreciation, additions, and disposals
- Data Conversion: Convert and import data from third-party applications into Sage Fixed Assets or Sage Planning. Data formatting and validation in Sage Fixed Assets. Identify potential data issues before importing and present options for resolving the issues. The cost depends on the number of companies, assets, and data complexity.
- Data File Maintenance: Edit existing data in the Sage Fixed Assets application. For example, revalue assets due to an acquisition. The fee varies with company size, number of assets, and edits required.
- Database Rebuild and Recovery: Rebuild a database using a variety of tools to correct data corruption
- Database Upgrade: Upgrading an existing database to the most current version.
- Installation: Sage will install the application remotely. The installation includes both the server and client components. Installations can be done in both on-premise and hosted environments. The installation services include up to 5 client machines. (Additional clients may incur an added charge)
- Managed Services: Sage handles all product updates and patches for a customer. Sage will contact the customer to schedule the update when a new release is available.
- Implementations: Implementation and configuration – All modules
- Custom Reports: Design and creation of custom reports
- General Consulting: Provide general product consulting
- Customizations: Form and report customizations
- Data Conversion: Convert data from prior versions of Timeslips
- Data Migration: Migrate data from third-party applications
- Installation: Step-by-step installation in the customer environment
 NOTE: Sage experts perform all the work by remotely connecting to the customer's environment. The fee varies based on the number PCs, databases, and data and environment complexity
Key SES advantages - We only charge fees after confirming that we can meet your needs
- A dedicated expert will guide you through the entire support process
- We work with your schedule to minimize disruptions to your business
How do I contact SES? Fill in the form describing your needs, and we'll contact you within two business days. |