Upgrading from "Simply Pro" 2011

I have used Simply for over 20 years as self-employed accounting bookkeeper.

I am currently employed as financial admin for a church.  I've been using my Simply Pro 2011, which works fine in terms of the basic needs.

However, I would like to switch to either an online version or a version that has at least 2 users.  The reason I need this is that I need to bring in a second person to handle Payables and need us to both be able to work on the same data.

As a charity, we don't need a lot of bells and whistles.  No quotes or sales, and nothing needed for inventory. 

Main things are Payroll, Purchases, Sales (for offerings), Bank.

What is the best product considering I can currently do everything I need with my old Simply Pro 2011?

Parents
  • I use Sage 50 CDN for all of my clients which are all churches. I agree that PRO 2011 is probably sufficient, however, there is no guarantee that it will run on newer hardware or the newer operating systems, if and when you have to upgrade the hardware. Security is a major issue when running older hardware and software.

    With that being said, you indicate that you will now require access for two users. Will the two be using Sage 50 at the same time? if not then PRO will suffice as you can set up more users they just cannot run concurrently. If you must have concurrent users then you would need the PREMIUM version which can be purchased through a retailer when on sale. You can move your data with no loss from PRO to PREMIUM.

    You could also consider using Sage Business Cloud Accounting which has unlimited users. I am aware of a number of churches that have moved in this direction and are quite happy with the results. You have to be sure that the chart of accounts is set up properly and that all reports you require can be run easily.

    If you wish more conversation on a one on one basis contact me through the information in my profile

  • in reply to Alwyn

    Thank you for the insight, Alwyn.

    Sounds like maybe Sage Premium 50 would be the way to go.  I really don't want to deal with losing any data.

    Re. the Cloud Accounting...
    What exactly do you mean by "make sure the chart of accounts is set up properly and that all reports can be run easily"?  How exactly would I "make sure" of this prior to purchase? 

  • in reply to MB Wilson

    re Cloud Accounting

    Setting up the Chart of Accounts should be relatively easy for you as you can use the structure you already have. However, you will have to enter the accounts and they should be in a similar manner to what you are currently using. This could also be the ideal time to make adjustments to the account order for better reporting. None of this can be done before purchasing but you can ask the right questions to be sure the reports can be modified if necessary to suit your requirements.

Reply
  • in reply to MB Wilson

    re Cloud Accounting

    Setting up the Chart of Accounts should be relatively easy for you as you can use the structure you already have. However, you will have to enter the accounts and they should be in a similar manner to what you are currently using. This could also be the ideal time to make adjustments to the account order for better reporting. None of this can be done before purchasing but you can ask the right questions to be sure the reports can be modified if necessary to suit your requirements.

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