Sage Budgeting and Planning 2020 Product Update

What's new

  • Fixed Sections to blank out last account when it is deactivated in the GL
  • The Reassign Security feature now updates the Template Derivative Definitions when a new user is assigned
  • Removed the option to "modify" derivatives (replace is still available)
  • Regional Settings specifically set to different date options now correctly inserts the correct date in "The Basic Budget Wizard"
  • The balance grid now previews properly because of the regional date changes made
  • Corrected an error when a user that does not have "Edit Formula" permissions now displays a user-friendly message
  • DB Query for Excel options now says "Excel 2007 and later"
  • The "Quick Start Assistant" has a correction in it to do more error checking upon import
  • Resulting Balances are now properly deleting
  • Some corrections were made for the Admin Tool when TLS 1.0 and TLS 1.1 are disabled

Download and install this update

Important: If you use third-party products that integrate with Sage Budgeting and Planning, check with the vendor of your third-party product to ensure their product is fully compatible with this release. If you integrate with other Sage products, check with your business partner or Sage to ensure that these components are compatible.

  1. Click the appropriate link to download and install the update:
  2. If you are prompted to log on, enter your Customer Portal Username and Password, and then click Sign in.

Need help?

Visit for options, including links to Sage Knowledgebase, Sage City, and Sage University, as well as Chat and Online Case submission.