Brief Guide on Sage Advisor, Features, Download and Installation

Tired of the conventional on-premise desktop-based applications, Sage recently announced the addition of a cloud-based platform that is supposed to handle software updates and monitoring. This new technology, Sage Advisor will eliminate the manual caretaking of Sage Products. It will also help businesses improve and, aim for a better tomorrow.    

Do you know the most exciting part about working on cloud-based platforms? It’s that feeling of relaxation you get when you know everything is automatic and you don’t have to worry about a single thing related to updates or anything.

The following blog is all about Sage Advisor so that after reading it, you’re sure of what it is and what difference it will make in your existing business. Let’s start! 

What Is Sage Advisor?

Sage Advisor, a sage products of The Sage Group plc, is a cloud-based solution specifically designed to address modern business problems. It aims for a broad list of clients such as Sage ERP and CRM customers. While many users already got their hands on it, others will get it soon. By the time it becomes fully available, it will be a total hit among businesses.  

The functionality provided by Sage Advisor works in a way where it monitors your systems and provides a series of various software upgrades, after which you can choose and install an application accordingly. It points out the services you’re not using currently and makes suggestions for the same. This tool has every application installed on its dashboard, so you don’t have to find the applications on alien websites. 

Sage Advisor is born with two purposes:

• It acts as a personal guide to all the Sage users, using the system optimally by rightfully using existing products’ features. 
• By introducing it to your business, you will certainly improve your existing conditions by using the recommended platforms you’re not using at that moment. 

To put it compactly, it makes you use every bit of your ERP system’s power by optimally using existing products and the latest services it provides. Sage conducts an entire information collection activity by collecting information and storing it in the cloud. Analysis programs then interpret these pieces of information and get them transformed into product recommendations through the help of Sage Advisor tools and dashboards.  

Features of Sage Advisor 

Sage Advisor is a product that smartly handles every business problem through its advanced features. You enjoy a series of benefits while using this product.

• Feature Recommendations: It analyzes user activity within your Sage accounting software and recommends features you might not be using but could benefit from. This helps you unlock the full potential of your existing software.
• Service Pack Updates: It keeps you informed about available service packs for your Sage products, allowing you to stay updated with bug fixes and performance improvements.
• Inventory Management Guidance: By analyzing your inventory levels and turnover rates, Sage Advisor can suggest if implementing Sage Inventory Advisor would be beneficial for your business.
• End-of-Fiscal-Year Reminders: Sage Advisor helps you stay on top of important tasks by sending reminders before the end of your fiscal year, such as closing subsidiary ledgers before performing year-end processing.
• Compliance Updates: In some updates (like the 2024.1 update for Sage Fixed Assets), Sage Advisor may highlight new regulations or tax law changes that might impact your business.
• Cloud-Based Platform: It operates on the cloud, eliminating the need for software installation on individual devices and ensuring data security.
• Accessibility: Users can access it directly from their Sage software interface, making it convenient and readily available.

What’s New in Sage Advisor Update in 2024?

Sage Fixed Assets Release 2024.1: This update focuses on tax compliance and features:

• Updated Section 179 deduction limits for Sports Utility Vehicles (SUVs) for tax years beginning in 2024.
• Increased depreciation caps for Automobiles (property type A) and Light Trucks and Vans (property type T) placed in service during 2024.
• Updated Audit Advisor to check assets for common compliance issues.
• Form 4562 now supports both 2022 and 2023 tax years, allowing businesses to use the same form for filing purposes.

Configuring Sage Advisor Update 

The installation of Sage Advisor Update unlocks the feature of automatically receiving notifications of updates that are available. It is generally advised to install the application on your workstation or a system owned by the person who decides the right time to update software. There are a few steps to master configuring and updating to make it alert you whenever updates are available, the steps are:

      1. Go to your system tray and click on the Sage Advisor Update. 

      2. Click Configuration on the Navigation Pane. 

      3. Go to the Update tab, and then click on the Update Settings (You will have to set two things)

• • Select the location in the server where you want to download the updates

• • Period inactivity specification is necessary before the program stops connecting with Sage products. You can specify that under Session Timeout.

      4. Click on Download and then go to Download Settings:  

• • Select the location in the server where you want to download the updates.
  • In Download Action, Specify if the Sage Advisor Update should notify you or not when new updates are downloaded.

      5. Click on Notifications> Notification Setup> enter the SMTP settings of your email exchange server.  

How to Disable Sage Advisor Update?

Are you also frustrated with Sage Advisor Updates’ popping up and freezing when you’re working? If yes, then you’re at the right spot. We’ll discuss the steps to disable Sage Advisor Updates if it bothers you and does not let you work. You can try the steps given below to disable the service:

1. Go to Microsoft Windows, and click Component Services. 
2. Go to Console Tree and click on Services.
3. In Services, go to Sage Advisor Update. 
4. Right Click on it.
5. Then go to Properties, properties screen will appear. 
6.  Go to the General Tab, and set the startup type to Disabled.
7. Click Stop> Apply> Ok, and close the Sage Advisor Update.  

Is Sage Advisor Cloud-Based?

YES! Sage Advisor is a cloud-based product that monitors your systems and suggests various updates and upgrades available. Its cloud-based robust technologies help detect the features you’re missing and notify you when the downloading is done. 

Final Note 

You must know that Sage Advisor is not yet used by every Sage user. Some are using it, while some are eagerly waiting to get it. Nonetheless, it has made such a huge impact that every user wants to enjoy the advanced features. The above blog talks about the advanced nature of it which makes it a big hit even before proper availability. Now is the time to focus on extracting the best out of cloud platforms. The new application is designed to set you free from tensions related to monitoring the systems, updating, notifications, etc.

It is also one of the best source to improve your business conditions and get better insights with the help of its robust functionalities. Moreover, we will recommend it to every individual who does not like to keep track of updates, make notes of new features, and related activities. But then, who likes it at all? So, it’s a solution that suits everyone in today’s time. 

FAQs

What is the Sage Advisor update?

It is a notification and download service specifically designed for Sage products. It acts as a bridge between you and the latest updates, keeping your Sage software current and optimized.