Work Faster with These 5 Sage Productivity Tips

If you use Sage regularly, you probably know the basics inside out.

But many users miss some of the built-in features that can save valuable time every day, especially when processing high volumes, working under deadlines, or trying to reduce manual errors.

Here are a few useful Sage shortcuts and features worth revisiting:

1. Use the Built-In Help Feature (F1)

Before logging a support call, remember that most Sage products include built-in help documentation that can be accessed by pressing F1.

This can help you:

  • Quickly find answers while working
  • Understand specific fields or functions
  • Reduce downtime waiting for support

Often, your first line of support is already built into the software.

2. Customise Your Layouts and Views

Many Sage products allow you to personalise screen layouts and visible columns. This helps you:

  • Focus on the fields you use most
  • Reduce screen clutter
  • Speed up data entry

A cleaner workspace often leads to faster, more accurate processing.

3. Make Use of Batch Processing

Batch processing can save significant time when handling repetitive entries. It’s especially useful for:

  • Recurring journals
  • Bulk customer or supplier transactions
  • Payroll updates for multiple employees

4. Invest Time in Customising Reports

Customised reports can be saved and reused every month, helping to streamline reporting processes and reduce repetitive setup work.

Tools such as Sage Intelligence Reporting can be especially helpful for:

  • Month-end financial reporting
  • Management reporting
  • Audit preparation

Spending time setting up reports correctly can save hours in the long run.

5. Explore Available Sage Add-Ons

Many businesses are unaware of the add-ons and integrations available within the Sage ecosystem that can improve efficiency and reduce manual processing.

For example, solutions such as Sage Bank Manager can assist with bulk processing and bank-related tasks.

Reviewing available add-ons can help ensure you’re getting the most from your Sage system and identifying opportunities to improve productivity.

Need Help Getting More from Sage?

Many businesses only use a fraction of their Sage software’s full capabilities.

Whether you need support, training, optimisation, or advice on getting more from your Sage Accounting or Payroll solution, MRBM is here to help.

Get in touch: info@mrbm.co.za  /  031 818 9030.

Sage Cloud vs Pastel Partner comparison

If you’re currently using Sage Pastel Partner, or considering a move to Sage Cloud, it’s not unusual to feel unsure about which option is the better fit.

We often see confusion around the differences between the two, especially when it comes to features, cost, accessibility, and long-term scalability.

Here’s a simple breakdown of what typically sets them apart:

Sage Pastel Partner
(On-premise)		Sage Cloud
(Cloud-based solution)
InstallationInstalled on a local server or PCAccess your system from anywhere with internet
Updates and BackupsRequires manual updates and backupsAutomatic updates and backups included
User ExperienceFamiliar, structured interface designed for users with strong processing workflows and in-depth reporting suited to small and medium-sized businessesModern, intuitive and flexible interface designed for new startups and small businesses with simplified day-to-day processing
Remote AccessLimited remote access unless additional tools are usedFull access from any device with internet
ScalabilityScales through additional users, modules, and supporting infrastructure as business requirements growScales within defined platform parameters, expanding through users, companies, and supported module functionality
Pricing ModelSubscription-based Flex pricing, with some existing clients still on legacy perpetual licencesSubscription-based pricing model
View our full accounting software comparison chart here >>

If you’re not sure which direction is right for you, we can help.

Choosing between the two really comes down to how your business operates today—and where you want it to go next.

We’ll help you cut through the confusion and choose a solution that actually fits your business, not just today, but in the future too.

Get in touch: info@mrbm.co.za  /  031 818 9030.

Sage 200 Evolution vs 300cloud comparison

As businesses grow, choosing the right ERP system becomes less about features on paper and more about how well the system supports day-to-day operations, reporting needs, and future expansion.

If you’re weighing up Sage 200 Evolution against Sage 300cloud, the differences can feel subtle at first, but they become more important as complexity increases.

While both platforms are designed to support growing organisations, they serve quite different business requirements. Sage 200 Evolution is ideal for businesses that want strong control and structure, while Sage 300cloud is better suited to organisations with more complex requirements.

Here’s a simple breakdown to help clarify the differences:

Sage 200 Evolution
(On-premise / Hybrid ERP)		Sage 300cloud
(Cloud-enabled ERP for complex operations)
Target Business SizeMedium-sized complexed businessesMedium to large, more complexed businesses
DeploymentOn-premise or Cloud-enabled access from anywhereOn-premise or Web-screens
Core FocusMulti-entity financials, sales, inventory, reportingMulti-entity financials, sales, manufacturing, inventory and automated consolidation
ScalabilityModular and scalable as business growsHighly scalable for complex, multi-entity structures with >3000 add-on modules
Business Structure FitSingle-company, multi-branch, multi-division (10 GL Segments)Multi-country, multi-company, multi-branch, group structures
Financial CapabilityStrong operational financial controlAdvanced consolidation and inter-company transactions
Geographic UseLocal or regional operationsIdeal for multi-country or international operations
View our full accounting software comparison chart here >>

If you’re not sure which direction is right for you, we can help.

Choosing the right system depends on how your business operates today, and where you plan to take it next.

Why not book a needs analysis with our team for tailored advice based on your setup and growth plans? We’ll help you make a confident, informed decision that supports your business long-term.

Get in touch: info@mrbm.co.za  /  031 818 9030.

Why does month-end often turn into a last-minute rush?

Does month-end often feels like a last-minute scramble?

With tight deadlines and multiple moving parts, it’s easy for things to feel reactive instead of controlled, especially when processes aren’t as streamlined as they could be. The result is often unnecessary stress, missed steps, or time spent fixing avoidable errors.

The good news is that a smoother, more predictable month-end is well within reach.

Here’s a simple checklist to help you stay on track:

✔ Keep your data up to date
Before you begin month-end, ensure all invoices, expenses, and journals are fully captured. Working with incomplete data often leads to rework and delays later in the process.

✔ Reconcile key accounts
Take the time to reconcile your bank accounts, creditors, and debtors. This helps you catch discrepancies early and ensures your numbers are accurate before reporting.

✔ Review reports early
Run your key reports in draft form and scan for anything unusual — unexpected variances, missing transactions, or incorrect balances. It’s far easier to fix issues before finalising.

✔ Check VAT and payroll entries
Confirm that VAT transactions and payroll postings have been processed correctly and align with your supporting reports. This step is key for compliance and avoiding submission issues.

✔ Lock your period
Once everything is finalised, lock the period in your system to prevent accidental changes. This protects the integrity of your financial data going forward.

Need help streamlining month-end?
Let’s optimise your process. 

Even a few small improvements to your process can make a noticeable difference — saving time, reducing pressure, and giving you greater confidence in your numbers.

Our team can help you refine your workflows, introduce time-saving features, and make sure your system is working as efficiently as possible.

Get in touch: info@mrbm.co.za  /  031 818 9030.

Thinking of Moving your Accounting to the Cloud? Start Here

Thinking of migrating your Sage accounting system to the cloud? You’re not alone.

We’re seeing more and more businesses moving to cloud-based environments — driven by the need for flexibility, remote access, and improved security.

In some cases, moving to the cloud can be a straightforward technical change. In others, it may involve a more strategic shift to a SaaS accounting platform such as Sage Business Cloud Accounting or Sage Intacct. Either way, the right planning is essential to ensure a smooth transition.

So how do you enable cloud access across the different Sage solutions?

  • Sage 50cloud Pastel Partner
    Run your system in a hosted desktop environment for full cloud access, or opt for a cloud app setup — where the application runs locally while your data is securely stored in the cloud. This approach often provides a more responsive user experience.

  • Sage 200 Evolution
    Your SQL database can be hosted in the cloud using solutions like Evolution Anywhere or secure remote access tools such as Twingate, while your team continues using the desktop application.

  • Sage 300cloud
    This solution is already cloud-hybrid enabled, with many modules accessible via web screens.

  • Sage Business Cloud Accounting
    A fully cloud-based (SaaS) solution, ideal for small to medium-sized businesses looking for simplicity and accessibility.

  • Sage Intacct
    A powerful SaaS platform designed for medium-sized businesses requiring more advanced financial management and reporting.

  • Sage X3
    A robust SaaS solution suited to medium to larger organisations with more complex operational requirements.

Regardless of your software selection, here are a few key things to consider before making the move:

Cloud

1. Understand your cloud options
Not all “cloud” solutions are the same. Options range from fully hosted environments to hybrid setups — and choosing the right one depends on how your business operates.

2. Review your connectivity and performance
Your internet connection plays a critical role in cloud performance. Reliable, high-speed connectivity ensures a seamless user experience.

3. Clean up and prepare your data
A migration is the perfect opportunity to resolve data issues, remove redundancies, and ensure your system is running optimally.

Calendar

4. Plan your migration properly
A structured, phased approach helps minimise downtime, reduce risk, and ensures your team is supported throughout the process.

Speak to us about a migration plan tailored to your business.

With the support of MRBM’s expert team and trusted partner companies specialising in IT infrastructure and cloud migrations, we’ll help ensure a seamless transition, aligned to best practice from planning through to implementation and ongoing support.

To take the next step towards a more flexible, secure way of working:

Get in touch: info@mrbm.co.za  /  031 818 9030.

Why Customising Your Sage Accounting Templates Matters

Your quotations, invoices and statements are more than just financial documents — they’re part of your brand.

Many businesses only revisit their layouts when something changes or when documents start looking inconsistent. By that stage, updates often become rushed and require unnecessary rework.

Taking a little time now to review and customise your Sage templates helps ensure your business always presents a professional image.

Keep Your Documents Clean and Consistent

Your invoice and quotation templates are often the last touchpoint clients have with your business. Outdated layouts, inconsistent branding, or missing information can unintentionally affect how professional your business appears.

Customising your Sage invoice and quote templates early allows you to:

✔ Ensure consistent branding across all customer documents
✔ Include correct company details and payment terms
✔ Improve readability and clarity for clients
✔ Maintain a professional, polished look as your business grows

Making these adjustments early helps avoid reworking templates later and keeps your documents aligned with your brand.

Your Documents Should Reflect Your Business

As businesses evolve, branding often changes — new logos, updated colours, or revised company details. Ensuring your accounting documents reflect these changes helps reinforce trust and professionalism with every interaction.

Need Help Customising Your Templates?

The MRBM team can help you create clean, professional layouts that match your brand.

Get in touch: info@mrbm.co.za  /  031 818 9030.

Set your accounting and payroll up for success

As we settle into the new year, it’s a good time to pause, take stock, and make sure your accounting and payroll processes are set up to support the year ahead.

While the financial year may still be in progress, the start of a new calendar year is ideal for tightening controls, setting clear goals, and removing any friction that crept in during the past year.

Start 2026 on the right foot
Here are a few practical ways to bring clarity and confidence into your accounting and payroll for the months ahead:

  • Review your processes
    Are payroll approvals, leave tracking, and month-end procedures still working efficiently? Small tweaks now can save hours later.
  • Clean up your data
    Ensure employee records, cost centres, and reporting structures are accurate and up to date before workloads ramp up.
  • Align systems with goals
    If growth, efficiency, or better reporting is on your 2026 agenda, your software and processes should actively support those goals.
  • Plan for compliance early
    With tax year-end approaching in a few months, now is the time to identify risks and avoid last-minute pressure.

How can MRBM help?

From optimising your accounting and payroll setup to Sage support, outsourced payroll, and compliance advice, our team is here to help you get organised, informed, and in control.

Let’s make this a year of clarity and confidence.

Get in touch: info@mrbm.co.za  /  031 818 9030.

A Look Ahead: How AI Will Shape Your Accounting in 2026

As we wrap up 2025, one thing is clear: this has been a landmark year for AI adoption.

Across the industry, and within our own client base, we’ve seen a massive shift in both the usage and trust of AI-driven tools. The results have been real, measurable, and genuinely exciting — and we’re only getting started.

So, what’s coming in 2026?

The future of accounting and business information systems is being shaped by intelligent automation, rapid data access, and tools that can support better, faster decision-making.

At MRBM, here’s where we’ll be focusing our R&D efforts over the next year:

1. AI agents that handle your repetitive tasks

From analysing invoices to formatting data for seamless import into your accounting software, AI agents will soon take care of the manual admin that slows teams down.

2. Smarter access to your business data

We’re working on deeper integrations with Copilot and your databases — Sage, SharePoint, client information, and other business sources. You’ll be able to ask Copilot “What were my company’s sales figures last month?” or “Turn that data into a graph” and get a usable, accurate response in a minute.

A quick reminder: security comes first

As with any new technology, AI brings massive opportunity — but also responsibility. When used correctly and safely, AI can transform the way you work. When used carelessly, the risks can be significant.

Please continue to keep security front of mind and ensure you’re following best practices as you adopt these tools.

If you’d like to chat about how AI could support your accounting, payroll, or business information systems in 2026, we’re here to help.

Get in touch: info@mrbm.co.za  /  031 818 9030.

Hosting a Year-End Function? Know Your Responsibilities and Risks

Protect Your People and Your Business.

As the festive season approaches, many companies plan year-end functions to reward employees and strengthen team spirit. While these events can boost morale and foster connection, they also come with legal and reputational risks that employers must manage.

Key Risks to Consider:

Employee Conduct:

Misbehaviour, harassment, or discrimination during the event can lead to disciplinary action and reputational damage.

Alcohol Consumption:

Serving alcohol increases the risk of accidents, misconduct, and potential liability for injuries or damages.

Health & Safety Obligations:

Employers remain responsible for creating a safe environment—even offsite.

Transport & After-Parties:

Driving under the influence and unsanctioned after-parties can expose your company to risk.

 

Your Responsibilities:

  • Before the event, make sure to remind staff of company policies and the code of conduct.
  • Provide adequate food, water, and non-alcoholic options.
  • Ensure everyone has access to safe transport or taxi services.
  • During the event, keep an eye on behaviour and step in quickly if any issues occur.

Our HR team can help you draft policies, communicate expectations, and implement risk mitigation strategies.

Get in touch: info@mrbm.co.za  /  031 818 9030.

Introducing Sage 50c Pastel Partner’s New Tiered Packages – Built to Grow with You

Sage has officially launched a new, scalable subscription model for Sage 50c Pastel Partner, designed to evolve with your business from startup to enterprise.

Unlike basic accounting tools, Sage 50c Partner grows seamlessly with your operations — so you’ll never need to “start over” with new software as your business expands.

The new tiered structure is as follows:

Start Tier – For Startups & Small Businesses

Start Tier – For Startups & Small Businesses

2 Users | 2 Companies | From R1,375 / month
Perfect for new businesses ready to move beyond entry-level accounting tools.

Core Tier – For Growing Businesses
Core Tier – For Growing Businesses

4 Users | 4 Companies | Optional Add-ons | From R1,915 / month
Ideal for businesses needing more flexibility and the option to add additional modules.

Plus Tier – For Established, Expanding Operations

Plus Tier – For Established, Expanding Operations

5 Users | 5–Unlimited Companies | Expandable to 20 Users | From R2,715 / month
Designed for medium to large businesses. The Plus Tier allows you to add more users, companies, and modules as you grow — offering maximum flexibility and scalability for complex operations.

Why Businesses Choose Sage 50c Pastel Partner

For over 30 years, Sage has been trusted by more than 100,000 South African businesses for reliable, compliant, and high-performing accounting solutions.

Building on that legacy, Sage 50c Pastel Partner delivers advanced functionality designed specifically for growing South African businesses that need more than just basic bookkeeping.

Beyond standard accounting, it’s built for compliance, scalability, and control — giving your business complete oversight from a single system.

  • Manage multiple delivery addresses per client – ideal for multi-branch operations
  • Automate recurring billing and invoicing – perfect for service contracts and monthly retainers
  • Maintain full oversight of inventory, suppliers, customers, and cash flow
  • Enjoy both desktop and cloud-connected flexibility to work your way

Sage 50c Pastel Partner brings together Sage’s proven reliability with the flexibility and depth your business needs to grow confidently.

Predictable, Scalable Pricing

With the new tiered subscription model, you only pay for what your business needs today — and scale up effortlessly when ready.
Choose monthly or annual plans, enjoy easy tier upgrades, and receive consistent feature updates.

All tiers include Bank Manager, Sage Intelligence Reporting, and the V13 Pervasive Workgroup Database at no additional cost.

FAQs

  • Why does it cost more?
    Partner now includes enhanced features that were previously optional extras — offering far greater value.
  • What if I only need something simple?
    For smaller businesses or those seeking a fully cloud-based solution, Sage Business Cloud Accounting remains available from R435 / month (2 users | 1 company).

Ready to find your perfect fit?

Contact MRBM to discuss which Sage 50c Pastel Partner tier is right for your business — or explore the cloud alternative if you’re just getting started.

Get in touch: info@mrbm.co.za  /  031 818 9030.