With the release of Sage 50cloud 2021.0, the service formerly known as Sage Drive has been transformed into Remote Data Access. The technology has been improved and new features have been added to make managing users in a shared company easier and more powerful than ever before!
Upgrade to Cloud ID technology
The technology that powers Sage ID has been upgraded to Cloud Identity (Cloud ID). Cloud ID facilitates a single sign-on service experience for all connected services, including Remote Data Access.
Although the technology behind Sage ID has changed, the name has not, and the single sign-on Cloud ID will still be referred to as Sage ID. All cloud connected services using the legacy Sage ID must migrate to the new Sage ID (Cloud ID) by March 2021.
For current Sage Drive users on 2020.2 and earlier that are upgrading to 2021.0, the shared companies will have to be migrated to the new Sage ID (Cloud ID). For the steps to migrate a Sage Drive company shared in a previous version to Remote Data Access in Release 2021.0, please visit Sage Knowledgebase Article 105896.
Improvements to User Security
In 2021.0 the Sage 50 user management and Remote Data Access sharing have been integrated. This means that user management for Remote Data Access is now handled through the User Security screen in Sage 50 rather than having to go to a separate Internet site to add or remove users to a shared company.
As you can see below, the Email/Sage ID column has been added to User Security:
Also, all admins in Sage 50 will now have data owner rights to pause and resume sharing, or even stop sharing!
For more information about Remote Data Access visit our Sage Knowledgebase.
So don’t hesitate; get upgraded to the new Sage 50cloud 2021.0 release and take advantage of the enhanced security and convenience of the new Remote Data Access!
As you're probably already aware, currently the only way to see when a transaction was entered or changed is on the Audit Trail report. The ability to have an audit column on certain reports sounds like a useful function. We encourage customers to make product suggestions on Sage City, as this goes straight to developers and lets them see the features and enhancements that customers really want. The link is https://sagecity.na.sage.com/support_communities/sage50_accounting_us/i.
Ok. So as a work around, where do I go to request an upgrade to report options? This real time posting would be fine for us if I could add audit column sort function for entered or changed date to reports such as Purchase Journal. Even better if we could also get user options added to these reports.
This is a terrible hindrance in our functionality and is not completely explained in the materials released for Remote Data Access. We feel that Remote Data Access was marketed to us with the understanding that we could share with only those that needed access, such as an Administrator or Finance Manager while keeping the server connection option for our in office clerks. As described in your response, we have can either share the company with all users via Remote Data Access, or no users?
Yes, Remote Data Access requires real-time posting. The reason is that manually posting journals is a single-user-only type of action, and while the company is being shared, Batch posting and SmartPosting are not available.
It is true that you can only access a shared Remote Data Access (previously known as Sage Drive) company through Sage ID, but that has not changed; the same was true with Sage Drive. If you remove a user from a shared company, that user will not be able to sign into the company as long as it is being shared through Remote Data Access/Sage Drive.