What's New in Sage 300 2023

Sage 300 2023 is Now Available

Here’s a look at some of the top new features that span security, web screens, CRM integration, and more.

Enhanced Password Security

In Sage 300 2023, user passwords are even more secure. You now have the option to require complex passwords that must include a lower-case letter, upper case letter, number, and a special character. Plus, additional technical upgrades and enhancements improve overall security.

Note: for customers using Sage Fixed Assets integrated with Sage 300, you must first update your system in order to require complex passwords as explained in Knowledgebase Article 115839. 

Improved Sage CRM Integration

When updating contact information on the Sage 300 A/R Customers screen, a new ‘Update CRM Data’ popup screen allows you to specify whether you want to update an existing person, replace an existing person, or create a new person in Sage CRM. Another change in the A/R Customers screen is that it now uses the current date by default instead of the Sage 300 Session Date.

New Web Screens

Sage 300 2023 introduces new web screens for Project and Job Costing including:

• Account Sets: create groups of G/L accounts, which you assign to contracts to identify the G/L ledger accounts to which you post Project and Job Costing transactions for each contract.

• Charges: record amounts that you charge your customers for services or fees for which you have not incurred any costs directly.

• Update Retainage: enter opening retainage balances for contracts you are transferring to Sage 300 Project and Job Costing from another job-costing system.

In addition, new keyboard shortcuts are available to open web screens from the navigation menu.

New App Icons and Menu Organization

Improvements have been made to the organization of Sage 300 App Icons in the Windows Start Menu so you can find things more easily. Instead of a single Sage 300 menu option, there are now 3 options divided into the core Sage 300 functions, Admin Utilities, and Support Utilities.

Sage 300 2023 Upgrade Notes

• Watch this Sage 300 2023 Video to see some of these new features in action.
• Refer to the Upgrade Guide for system requirements and technical details.
• Be sure to contact us if you have questions or need help with an upgrade.

Contact Us if you have questions about the new version of Sage 300 2023 or need help upgrading. Also, refer to the release notes for other important details not covered in this article.