Should Sage 100 Contractor and Sage 300 CRE Users Complete a Year-End Upgrade?

Should Sage 100 Contractor and Sage 300 CRE Users Complete a Year-End Upgrade?

As year-end approaches, Sage 100 Contractor and Sage 300 CRE users may wonder whether they need to complete a year-end upgrade. At Bangert, Inc., we understand that this decision can feel overwhelming, especially during the busiest upgrade season (November to February). This article will guide you through the considerations to determine if a year-end upgrade is necessary for your business.

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Is a Year-End Upgrade Necessary for You?

While year-end upgrades are crucial for some users, not all businesses need to rush into it. Here's what to consider before deciding whether to upgrade:

Reasons You Might Not Need to Upgrade:

  1. No Payroll Processing: If your company doesn’t process payroll, a year-end upgrade may not be necessary.
  2. You Recently Upgraded: If you upgraded your system in late December last year or anytime this year, you may already have the latest version needed for year-end.
  3. No Critical Updates: Sage has not announced any critical or mandatory updates for your platform that would impact your business operations.
All three conditions above must be met to postpone your year-end upgrade and avoid the busiest time of year, when wait times are longer, and support resources are more limited.

When You Should Consider Upgrading:

  1. Running Payroll: If your business processes payroll, it’s highly recommended that you proceed with the year-end upgrade. Payroll updates are time-sensitive, and staying up-to-date is critical to avoid compliance issues.
  2. Significant System Changes: If your Sage 100 Contractor or Sage 300 CRE system has undergone significant changes or if you’ve experienced operational challenges, upgrading might help streamline your processes.
Meeting either of the conditions above means you should consider upgrading to ensure your system is fully optimized and compliant.


Minimizing the Risk and Stress of a Year-End Upgrade:

While upgrading during the year-end can be stressful, planning ahead can significantly reduce the risks. To avoid the busiest time (November to February), consider scheduling your upgrade after the year-end rush. This way, you’ll get the full benefits of an upgraded system with minimal wait times and downtime.

NEW! Self-Service Year-End Upgrade Option

For the first time, Bangert, Inc. is offering a Self-Service Year-End Upgrade option! This new feature allows you to complete the upgrade on your own schedule, without having to wait for our support team during peak season. It’s designed for users who are comfortable managing the process themselves but still want the assurance of Bangert’s tools and resources.


Quick Checklist: Do You Need to Upgrade?

Use the following checklist to determine if you need to complete a year-end upgrade this year:
  1. Do you process payroll through Sage 100 Contractor or Sage 300 CRE? (Yes/No)
  2. Have you upgraded your system hardware in the last 12 months? (Yes/No)
  3. Has Sage announced any critical or mandatory updates specific to your version? (Yes/No)
  4. Have you experienced any system performance issues or operational inefficiencies? (Yes/No)
  5. Do you need new features or improvements that are only available in the latest version? (Yes/No)
If you answered "Yes" to any of these questions, it is recommended that you proceed with a year-end upgrade.

Next Steps

  1. For Self-Service Upgrades, click here to start your upgrade.
  2. For Assisted Upgrades, take the year-end prep course to prepare and schedule your upgrade with Bangert.

Determining whether to complete a year-end upgrade depends on your business needs and the specific functionality of your Sage system. If you’re unsure, our checklist and support team can help guide you through the process. Remember, Bangert, Inc. is here to make sure your year-end runs smoothly, whether you choose to upgrade now or later!



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