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Practical guidance for Sage 100 users, controllers, administrators, IT teams, and businesses that need their systems to keep working. Upgrades, reporting, data, payroll, integrations, troubleshooting, and the strange little things you only learn by doing this for decades.

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Upgrades

Planning a Sage 100 Upgrade: What Should Be Reviewed Before You Start?

A Sage 100 upgrade is more than installing a new version. A successful project starts with the current Sage version and server, then accounts for backups, testing, data conversion, customizations, reports, integrations, and workstation rollout.

August 14, 2026 8 min read

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NOTES FROM THE FIELD

Some Sage problems only make sense after you’ve seen them before.

Product documentation tells you what Sage is designed to do. Field experience tells you what to look at when the server is old, the integration has no documentation, somebody is mysteriously logged in, or a report that worked yesterday suddenly does not.

As this library grows, we’ll add practical troubleshooting and technical articles built from decades of Sage work—not generic ERP advice.

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