Sage Accpac Accounting Software Vancouver Blog – Unisoft

While it is still a complete “end-to-end” accounting solution, there are situations in which you will need to take the data from Sage 300 ERP Accpac and open it in Microsoft Excel. When you find yourself needing to share your Sage 300 ERP Accpac data with the Microsoft program there are number of ways in which this can be done. In this post we will share one of the most straightforward methods to extract your data into Excel. Keep in mind this method is available throughout the Sage ERP Accpac Software suite.

In the Sage 300 ERP Accpac software:

• Click on Tasks
• Select your module of choice (ie. Accounts Receivable).
• Then select an option within the Module (ie. Customers)
• Click File and scroll down to and select export
• A window will appear with a drop box for the Type of Export you wish to perform. For this example it will contain 3 options (Customers, Statistics and Comments)
• This will open the Export Selection Form and prior to making any field choices you will be required to save the excel file to a location on your computer using the Browsebutton.
• With this completed, you can now select the Export Fields that you want to appear on the Excel spreadsheet. You will note that all relevant fields are selected by default so using the right click– >Deselect Allbutton and then choosing only the fields you need is the best way to go about this.
• Click OKand a report will be generated displaying the amount of records exported.
• Following this you will be able to open the file from the location you choose in the earlier steps and manipulate it as you would a normal Excel spread sheet.

Data entry can be a tiresome activity that is unfortunately unavoidable in accounting. While there is no real way around this process, the Sage 300 ERP Accpac line of products has incorporated a series of keyboard short cuts that can really speed the procedure along. Some of the keyboard shortcuts below are simply standard windows shortcuts that can be applied within the Sage 300 ERP Accpac system however, some are exclusive to the software. We have compiled a list below and a brief description as to what they each do:

Have you ever needed to look at the details from an older order while entering a new order in Sage 300 ERP Accpac? Have you ever been keying in items for an order and been interrupted with a phone call that requires you to exit the unfinished order? We know how annoying it can be but with this simple trick you can say goodbye to this problem forever.

Note: This tip works for every aspect of Sage 300 ERP Accpac but as Order Entry is one of the more useful modules for you to use this, we will feature it in this example.

When you first open Order entry–> O/E Transactions and then click on the Order Entry icon, a single pop up window appears for you to input the order details. If you minimize this screen to your task bar and then repeat the process in an attempt to open a second Order Entry screen, Accpac will automatically restore your previously opened window instead of opening a second Order Entry screen.

To get around this and open up a second unique Order Entry screen you simply need to go to Order entry–> O/E Transactions (just like before) but instead of left-clicking on the Order Entry icon, right click and scroll down to Properties and select it. This will open a window with a check box next to Start Multiple Copies which you need to select and then press OK.

Now each time that you click on the Order Entry icon, a new window with a unique instance of Order Entry is created.

To Summarize:

In the Sage 300 ERP Accpac left side bar menu:

You probably knew that you could process all of your Accounts Receivable and Accounts Payable transactions in your Sage 300 ERP Accpac accounting system but did you know that you can automate and control reoccurring transactions with a few simple clicks?

Sage 300 ERP Accpac provides a “Schedule Form” option which can be used to define the various aspects of the process needed to customize A/R and A/P invoices for specific delivery times. Before getting started though, it is important to make sure the “Process Recurring Charges” option is selected in the Processing Tab under A/R Setup->Options.

Once this is done, it is time to set the actual Schedule Code. To do this, navigate through the index and go to Common Services Module -> Scheduling -> Schedules. When this window has been opened you will see the variety of features you can select to adjust the specifics of the reoccurring charge. This includes frequency range, reminder settings, start dates and other information relevant to the schedule’s naming.

Once you have your parameters set up to suit your organization’s A/R and A/P invoicing needs you’ll never need to worry about missing an invoice again as the automation features in the Sage 300 ERP Accpac system will be working for you.

Contact us to get all the features of Sage 300 ERP Accpac working for your business. If you are looking for more Accpac tips you can also visit our site to learn more bout the Accpac Training services that we have available.

3 Easy ways to take the hassle out of invoices

1. Get the fastest way to send invoices:

Send invoices by email, snail mail or fax! Sage 300 ERP Accpac lets you do this in one click by simply pressing “send invoices.” If your invoices don’t have an email address included they will automatically be printed and ready to mail or fax. Automate your workflow and stop processing invoices one at a time, your tongue will say thank you.
Get a quote or learn more here.

2. Get the fastest way to receive payments:

This customer portal allows your customers to manage their account online, any time. Customers can, with appropriate permissions, modify contact information, view order and invoice history, pay open invoices, reprint and more Real-time. All payments are passed into Accpac as if they were entered directly into Accpac. Payments are handled through a PCI Compliant Vaulted Payment Gateway offering you increased credit card security by off-loading the storage of credit cards to the payment gateway and storing only a “profile” in Iciniti’s Credit Card module. Sales people can also use it to manage the account, place orders, see open invoices, check a specific customers pricing, check on inventory and more.
Get a quote or learn more here.

3. Don’t let your customers fall behind on payments

When your customers fall behind in payment, Sage CRM Collections manager will automatically create emails to follow up emails for unpaid invoices at specific aging dates such as 30, 60 and or 90 days. You can also record notes, communications and tracking history.
Get a quote or learn more here.

The days are slowly getting longer. The temperature is slowly getting warmer and the clocks have even sprung forward. All this can only add up to one thing: The winter is over! While it is easy to get swept up in the business of spring and start making all sorts of plans for the new opportunities your company has already begun to see in 2012, it is important to remember that you are not done with 2011 just yet.

I refer, of course, to taxes. If you have already filed your company’s annual tax report for last year then you are probably well refreshed in the hassle this process can be. If, like most others, you have yet to file your company’s taxes then you are probably dreading what’s to come. From the expense associated with hiring a specialist or an accountant to the stress of preparing and properly filing all of the complicated documents associated with your business finical endeavors, completing your taxes can be a difficult thing if you are not well prepared.

Fortunately, the Sage 300 ERP Accpac accounting system has your business covered. With modules like General Ledger, Account Receivable and Accounts Payable keeping detailed reports of virtually all of your company’s fiscal activity you will have the information you need at your fingertips when it comes time to file your report. Whether you end up filing that information yourself or simply forwarding it to an account, you can relax knowing that it is precise, organized and without error. Additionally, with modules like Payroll and HRMS keeping your business up to date on all government regulations and tax structures, you and your employees will not experience any surprises when your taxes are filed. Be prepared for next year with the robust accounting solutions available from Unisoft.

Please be aware that Sage will be retiring the URL https://app.sageeaccpaconline.com on Monday, March 12, 2012. The new URL for accessing Sage ERP Online is https://app.sageerponline.com. A link to this URL is also available from the Sage ERP Accpac Online logon page. Please update your bookmarks with the new URL.

If you have any questions or concerns, please contact us at info@unisoft.net.

Follow AccpacOnline on Twitter for the latest updates on maintenance

As of Monday, the B.C. Teachers Federation has officially gone on strike. Although this first labor withdrawal will only last three day before the teachers are legislated back to work, the repercussions will be strongly felt by B.C. residents. Perhaps this incident has even caused some small business owners to take a second look at their own employee management as a result.

While it is the case that no small and medium sized business will ever experience a labor crisis near the magnitude the B.C. government currently has on its hands, the thought of unsatisfied or unhappy employees is always in the back of a business owners mind. It can seem like a distraction to think of anything but the ‘product aspect’ of the business, but the truth is that a company is only as good as its employees and the best employees will naturally gravitate to the company with the best human resource department.

Sage HRMS solutions help you to develop a business that people will want to work for. It can aid you in every aspect of Human Resource management, from detailed payroll and reporting features to keeping your business up to date with government compliance and training regulations. You already have enough to worry about with the teachers on strike, get Sage HRMS solutions working for your business and stop worrying about your HR department

Check out the HRMS solutions available from Unisoft here.

As the scale of your business grows and you begin to accumulate more and more valuable financial information in your ledgers and reports, it is not uncommon to spend some time thinking about the security of your system. Who has access to your information? How secure are the programs that store your data?  What sort of encryption is being used for the online aspects of your accounting?

These are all great questions, and the answers can lead to some startling revelations. If you found yourself with some less than confident responses to any of the questions above, it might be time to make the leap to a professional accounting solution like the Sage 300 ERP Accpac system.

The latest version of the Sage 300 ERP Accpac accounting system communicates all of its data through Transport Layer Security (TLS). This goes a long way in ensuring no one is looking over your shoulder and peering in on any of the confidential information that moves throughout your network. It also allows your business and its employees the flexibility to access private information from home, the office or on the road without worrying about the risks of exposing valuable company data to malicious parties.

Of course safe practices and informed employees still go a long way in making any company information safe but the Sage 300 ERP Accpac accounting system can give you the security you need… not to mention a little peace of mind.

It’s that time again. Today marks the day that British Columbia’s provincial government will unveil the 2012-2013 budget. Paired with this annual report, will be the news of B.C.’s newest holiday, a Christy Clark led initiative titled ‘Family Day’ that is estimated to cost small business owners an average of $1135 in labor costs alone.

While this is a difficult burden to bear for any small business owner, using the budget feature through your Sage 300 ERP Accpac system can lighten the load. Easy to create and even easier to use, budgets in your Sage 300 ERP Accpac system will let you compare performance numbers, forecast numbers for up to 20 years in advance, and develop bench marks that you can use to develop long-term financial strategies.

With the budget feature in Sage 300 ERP Accpac system working for you, news from the B.C. government about a new holiday might just mean a day off instead of a day spent worrying about the budget.