Sage Accpac Accounting Software Vancouver Blog – Unisoft

Orchid Technology is a certifed Sage ERP 300 Accpac Gold developer. All of their products are developed 100% in the Sage ERP 300 Accpac SDK. Successful businesses automate and streamline standard business processes to improve efficiency and focus on dealing with important issues in the business that are critical to good performance.

EFT Processing for AR and AP: Electronic Funds Transfer (EFT) streamlines payment and collection processes. EFT Processing transfers Accpac receipts and payments through to the electronic funds transfer functionality of your banking software.

IFS SmartFreight Link: IFS SmartFreight Link for Sage ERP Accpac streamlines Sage ERP Accpac integration with IFS SmartFreight – a true multi-carrier freight management system.

Inter Entity Transactions: Inter Entity Transactions facilitates doing business and transferring funds between entities.

Inter Entity Trade: Inter Entity Trade automates the flow of transactions when partner companies, branches, divisions etc buy and sell between each other.

Return Material Authorizations: Automated Returns Management and Repair Tracking is required to enable rapid turnaround times whilst providing superior customer service and adequate control.

Process Sheduler: Process Scheduler enables you to schedule when your Accpac data is checked and backed up and to schedule automation of other processes.

Bin Tracking: Bin Tracking allows Sage ERP 300 Accpac users to track inventory items stored in multiple bins within a warehouse or Sage Accpac ERP Inventory Control location.

HR Actions for Sage HRMS is helps you improve productivity, expand visibility and keep better records.

Replace paper forms with unlimited smart web-based forms that you can build on your own without technical knowledge.

Deplay the forms through the internet for access on your mobile devices.

Dynamically route the forms for approval with email notifications and links.

A single clikc saves data to Sage HRMS and creates a history.

Keep better records with an online file cabinet, a detailed audit trail and a powerfull search tool.

For more information click here or contact Scott – Scott@Unisoft.net or 604-926-3398.

It’s easy to calculate the correct payroll taxes with Sage Payroll – thanks to quarterly tax updates available for download right from Sage Customer Portal. To help you, we’ve provided instructions, download links, and other important information below.

Download your Sage ERP Accpac Payroll (aka Sage ERP 300) or Sage HRMS Payroll quarterly tax update in these easy steps

1. Visit the Sage Customer Portal page

2. Enter your Logon id and Password (or sign up for a portal login)

3. Select Payroll Tax Updates link in the Download product updates section

4. Select the Sage ERP Accpac Q4 2011 Payroll Update download

5. Right click and Save Target As to the appropriate file location

6. Unzip the files into a new directory

7. Follow the steps for backup and installation in the Release Bulletin located in the “doc” folder

Should you require our assistance in downloading and installing the update, please call or email us at your earliest convenience to schedule a time bearing in mind that this should be done prior to your first payroll run of 2011.

The Payroll Update Plan

The Payroll Update Plan* (PUP) is crucial for customers who need assurance that their Sage ERP Accpac Payroll system is in compliance with state, county, provincial, or federal payroll tax changes. Our payroll tax updates help ensure that your business handles the critical tasks of processing payroll tax withholding and reporting quickly, accurately, and easily—for a fraction of the cost of manual payroll tax calculations or an outside payroll service. Payroll tax updates are available to PUP subscribers by download or on disk.

How to Purchase a Payroll Update Plan
Email or call us at 1-888-UNISOFT or 604-926-3398 to learn more and get your PUP subscription started.

*The Payroll Update Plan (PUP) is a service available to Sage ERP Accpac Payroll customers that provides downloadable tax table updates.

Overview
This course will provide the information participants need to design powerful and sophisticated financial reports using the Sage Accpac General Ledger Financial Reporter Utility. Students will learn how to lay out a financial statement, use wildcards to reference accounts and establish criteria to select the appropriate information for reports. Students will practice the many functions of the FR module. Emphasis will be placed on showing students how they can take the standard shipped financial statements and turn them into their own customized reports.

Prerequisite: Working knowledge of ACCPAC General Ledger. Basic knowledge of Excel.

This is an in-class seminar delivered interactively. Students have ample opportunity to deal with case studies in the computer lab.

Topics covered include:

• Overview of Financial Reporter
• Using the Toolbar Commands
• Understanding Columns and Rows
• Formatting and Printing Financial Statements
• Modifying Existing Reports
• Creating Basic reports
• Creating Complex Reports
• Using Financial Reporter to extract data from Accpac into Excel templates and worksheets

Fee includes a course manual prepared by Ashton College which contains comprehensive instructions and thorough exercises that assist the learning process in class, and act as a valuable resource after the class.

At the end of the course, participants will be issued with a Certificate of Attendance.

Upgrading to Sage CRM V7.1 will allow you to benefit from additional features such as:

• Sage CRM Interactive Dashboard for users to manage their business, priorities and key accounts from a single screen
- Connect multiple gadgets on a single dashboard for a more dynamic and complete view of your customer data
- Flexible gadget sizing enables users to re-position and re-size gadgets on their dashboard
- Tailored company dashboards for key accounts can be easily created for focused account management
- Custom dashboards can be easily created by users and configured with the key data they want to view

• New Sage CRM Report Charts for even better insight on business performance
– Incorporation of new FusionCharts 3.2 into reporting and dashboard areas
– Visual re-vamp which blends in nicely with current look and feel of Sage CRM
– Charts with rotating, slicing and printing options available
– Configurable, customizable and skin-able FusionCharts styles, fonts, backgrounds and legends

• Sage CRM Total Campaign Management with new marketing workflow and the ability to clone your most successful campaigns

• Sage CRM for iPhone® so you can update and access real-time customer information, view customer cases and manage opportunities and leads on the move.

• Support for Microsoft® Office 2010 so you can share your Outlook® contacts, calendar, appointments and tasks with SageCRM.com v7.1

If you are interested in upgrading to SageCRM Version 7.1 please contact Scott at Scott@Unisoft.net or 1-888-UNISOFT. For more Sage CRM resources please visit the Sage CRM ecosystem at www.sagecrm.com.

Please do not hesitate to contact us regarding your upgrade. Scott@Unisoft.net or 1-888-UNISOFT

If your organization is like most, you probably struggle to get a handle on all your business information. The information you have isn’t bad but there are higher volumes and more information sources than ever—and it’s scattered in silos across your organization. Pulling this information together so the right people can access it at the right time, in the right format, and with the right level of security is a challenge.

On-Demand Webcast:

Information, Please: How ERP Can Transform Information Into Business Success

Learn why integration is the critical element for business intelligence and how ERP can help improve your operations, enhance decision making, and give you a competitive advantage. Register now to view an on-demand webcast from Sage, a leading developer of ERP solutions including Sage ERP Accpac. You’ll learn how to:

• Ensure information quality and availability so you can improve decision making across your organization.
• Look for the practical features and core functionality that enables an ERP solution to meet your information requirements.
• Extract the maximum value out of today’s ERP solutions to improve process efficiency, reduce costs, and drive revenue.

View this insightful webcast today! > > >

Revenue and Expense Deferrals for Sage ERP Accpac helps companies with the amortization of maintenance and service related contract revenue and expense amounts over the life of the contract. Companies get the advantage of compliance with the Public Company Accounting and Investor Protection Act of 2002 (also known as the Sarbanes-Oxley Act of 2002). Although not specifically covered under the Act, non-public entities are also finding that bankers, investors, and acquisition candidates are now conditioned to expect increased transparency and real-time disclosure, effectively placing a greater accounting and reporting burden on companies who are not legally obligated to comply with the Act. Revenue and Expense Deferrals helps companies with meeting these additional demands.

Revenue & Expense Deferrals requires Sage ERP Accpac Transaction Analysis and Optional Fields Creator module to be installed.

Interested in a demonstation?  Please email Scott@Unisoft.net.

To successfully install your copy of Sage Simply Accounting 2012, please make note of your Account ID; it will be required during the installation process.

For additional installation resources and step-by-step tutorials, please visit:

Sage Simply Accounting 2012 – Installation

Sage Simply Accounting 2012 – How To Videos

Sage Download Notification – Knowledgebase Article

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Apps & Extras 

You might be interested in this tool that allows CRM users to look up Accpac inventory items: 

• DCAA – Inventory Finder for Sage Accpac CRM ?

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