Sage 300 ERP (ACCPAC) & IT Managed Services Blog 


IT Services can help customize Sage ERP.

It’s no surprise that today’s ERP and CRM software are powerful business-process tools designed to help departments throughout enterprise-sized companies, and SMBs, run more efficiently.

Also, and as Gartner points out, a common benefit comes in the form of cost-savings in IT related services: less time spent managing third-party software, and more focus on a single data-base management system.

But the need to customize, and integrate those third-party applications with Sage ERP still exists. More importantly, the process become even more critical as new versions and upgrades are released.

Gartner predicts that by 2016 existing ERP systems will become “legacy ERP” platforms due to the burdensome nature of too much customizing; this, in light of the trend moving to the cloud for SaaS.

“The unbundling and dissassembling of ERP megasystems has actually been taking place for close to a decade now…”

The future will see less reliance on a “one big honking ERP suite,” notes th research firm:

“The concept of a single ERP suite…has been replaced by a hybrid ERP approach that combines cloud point solutions with a smaller “core” of on-premises ERP function, such as financials and manufacturings.”

Because of this shift, it is more critical that support services for Sage ERP are sought out by business owners, CIOs and other stakeholders. In short, companies may always have a need to customize their Sage software both for on-premise as well as online offerings.

Discover how the Sage ERP software can help your company become more profitable; learn more about our IT Services aimed at getting you there. Contact us today.

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Sage Inspire Tour 2015

Published on January 21, 2015 by in ERP, General, Sage

Unisoft - Sage InspireIt’s that time of year again when Sage meets with partners and customers to discuss the road ahead.

Come, Engage, Get ideas, Be inspired.

You have real-world business challenges, and our experts are ready to dive in and share ideas about workable solutions. And we’re going to share new ways to do things better in the following areas:

Here are a few recent comments from those who attended the Inspire Tour:

  • “I attended this event last year. I thought this year’s topics and availability of Sage product experts were great.”
  • “Really enjoyed the interactive mobility pieces, best way to learn is hands on!”
  • “The agenda shared prior to the meeting was closely followed, so it was what I was looking for.”
  • “The hands-on experiences with the mobile applications was an excellent idea.”

Canadian locations include Vancouver, Toronto and Montreal. Choose your city to register:

Vancouver, BCToronto, ONMontreal, QC 


For more information Contact Unisoft or visit the Sage Inspire Tour 2015 website

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Tracking Holiday Employees Made Easy for Small and Medium Sized Business

Published on December 16, 2014 by in HRMS

Businesses large and small hire extra help for the holiday shopping season to handle last-minute and deal-searching customers. Most large companies have a robust Human Resources department, but there are small and medium sized businesses that do not have an HR department capable of handling an influx of temporary or part-time employees – if they have an HR department at all.

Medium sized businesses especially need to have a strong HR system in place. They already have a larger number of permanent employees, and possibly more than one business location to staff. With anticipated retail growth during the holiday season, these businesses need a way to track payroll, identify scheduling needs, and stay in compliance with local and federal labour standards. Businesses may also want to keep certain employees beyond the holiday season, so offering attractive incentives such as direct deposit and an online self-service HR portal may entice quality applicants.

Unisoft tailors Sage HRMS software for your small or medium sized business that will grow with you. By having a Human Resources Management system in place that is customized for your business, you can focus on hiring those extra employees who will best serve your holiday customers. As a partner in your business’s growth, Unisoft will help you attract and maintain top talent for your business.

Once you have hired your holiday staff, Sage HRMS solutions is designed to help every member of your team through payroll management, scheduling, training, and reporting. The intuitive interface of Sage HRMS solutions allows you to do more in less time. You will also be able to protect both your employees and your business by staying current with government mandates and monitoring benefits, safety, and training analysis.

As your small or medium sized business grows, provide your business with an HR solution it deserves. Rely on Unisoft to help you build and implement HR best practices. Please contact us today for a more information.

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Sage 300 ERP for Non-Profits ideal for implementing “donor loyalty” programs.

Published on December 3, 2014 by in Accpac, ERP, IT

Leadership demands for non-profits are constantly challenged in an age when monitoring revenue from donors, or writing grants, requires the right software programs.

Unfortunately, for many, the programs of choice may include not one, but two or three applications. Excel may be used to enter membership on one spreadsheet, and donor amounts on another. In both cases, the information resides in an isolated file not easily accessible by other staff, or volunteers, from other desktop PCs…or, when authorized, by mobile devices.

Financial reports are only as good as the accuracy—and completeness–of the data entered, leaving board members to question the viability of their organization.

What’s needed, is a single database management system that integrates seamlessly with many programs within one platform.

The Sage 300 ERP for Non-Profits was developed to provide a range of fund accounting solutions; donor and grant management as well as monitoring fund raising programs via on-premise, or through an array of mobile devices.

Organizations enjoy the benefit of not having to customize the software—often the case when using QuickBooks or other off-the-shelf programs.

How important is it for non-profits to track proceeds not only from new donors, but also those groups showing the loyalty with re-giving?

According to a Sage survey conducted last year, 69% of non-profits were actually “unsure” about the existence of any “donor loyalty” programs in the their organization: only 31% said they had an ongoing, “formal program or strategy.”

No surprise, but one of the biggest challenges organizations are faced with is getting their programs cut. Overall, their mission is tied to “reducing costs without impacting services,” and a reason to embrace an ERP platform that is developed to do just that.

Contact us. Discover how Unifsoft’s experienced IT and ERP experts can help your non-profit, or business, operate more profitably.

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Sage Distribution ERP software ideal for global manufacturers.

Today’s manufacturers feel the ‘pain’ when they’re not competitive: products hit bottlenecks, delivery schedules go unmet and profitability slips.

Worse, a customer may switch to a new manufacturer, one who embraces the technology necessary to remain competitive by exceeding customer expectations.

What businesses need is a data management software that integrates information from multiple sources, such as specialty orders on the line, or supply chain options, to bolster decision making  on the floor, in the warehouse or from the C-level suite.

Sage ERP: a powerful analytical tool.

Managers need information, pricing and vendor profiles to purchase raw materials, for example. And, they need to do so without having to move from one application to another, scrolling through multiple open windows before realizing the data is on a different desktop PC.

Some of the functions provided by Sage Distribution ERP software include payroll processing; the ability to create sales and billing invoices and to identify areas that need immediate attention, such as parts inventory supplies.

Shipping and invoicing for global customers.

With the demands of shipping schedules, price points and ever-changing vendor information, the manufacturer must be kept informed in real-time. That also means having the ability to track currency conversions, foreign tax or duties.

If owners rely on old methods of noting such information, such as Excel spreadsheets, the result of inaccurate—or missing data—can forever impact shipments and the bottom line.

What’s more, keeping track of foreign taxes, duties and currency conversions open up a lot of room for error. This is why using the Sage ERP platform can help speed the entire product cycle, including timely billing to ensure needed cash flows.

Let our team of Sage ERP professionals help you to determine which software package is right for your manufacturing facility. Contact us today.

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Mining ERP – Providing a Solution for your Mining Challenge

Sage 300 ERP for MiningMining has a set of complex management challenges that requires a unique solution. Now more than ever an effective strategy is needed to meet the grueling demands of this fast evolving industry. From equipment and plant maintenance, inventory, purchasing and sales, a process management system that is not fully integrated to meet these logistic needs will result in a loss of data, time and revenue. In order for a management system to run smoothly, the right software is necessary to securely connect the pieces of the Mining ERP puzzle.


Mining Complexities

Mining is an industry that is convoluted and multifaceted. Utilization, operations and sustainability are only a few of the pieces that need to fit securely into this management paradigm. It is also because of these production and financial complexities that data has been inaccurately evaluated. Further adding to these challenges are strict regulation requirements. Despite these amazing challenges, there is a light and the end of the tunnel. The need to implement a more well-organized strategy will provide the mining industry some much needed office systems relief. All elements of the system need to be fully integrated, user friendly and able to meet technological standards.

The Solution

One solution that can satisfy these unique challenges is the Sage 300 ERP Accpac software. This software can be pivotal to help bridge the financial and production gaps. One benefit to this fully integrated system is that both forms of data can be collected. In addition, costs can be more precisely tracked and a lower level of processing is linked back to a top level. The mining industry may always have challenges that are unique to its field. Having a efficient ERP will make fitting the pieces of the puzzle together a bit easier.

For more information about our services please contact us.

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First Nations ERP manages tribal growth, from case management to changing revenue streams.

Tribal communities today are unlike those in years past as more and more services are offered that demand careful tracking and integration with other data.

Sage 300 ERP for First Nations

Old methods, such as using Excel or Word documents do provide a path for tracking critical data, but in the end the information resides in isolated silos: users are not able to integrate needed profiles, for example, for case management, or even housing and inspection scenarios.

‘Case management’ requires not just a profile of clients, but an in-depth look at their skills in order to steer them to appropriate (relevant)  training; more so, it’s about aligning goals and objectives as well as monitoring their future advancement through the system; this, without exposing the files to security and privacy vulnerabilities.

With the First Nations ERP (Sage) stakeholders have many entry points into the database to update or add-to a client’s progress. What’s more, such updates can be easily accessed by authorized users in the office, or at the home of the client.

Departments are easily connected, one to the other, through the Sage 300 ERP financial suite. Today’s tribal revenue is coming from many different sources, whether they are selling natural resources like coal or providing other products or services. Consequently, many departments require customized modules without having to completely reinstall software, or purchase new software off-the-shelf.

General ledgers, of course, can be created for small to large enterprise-type organizations, providing budgeting and histories through many years. More importantly, the Sage platform incorporates built-in security accessible only by certain accounts or departments.

Fixed Asset Management is a key module to the Sage suite, providing monitoring of acquisitions, depreciation schedules and disposals; too, if equipment is leased, the module can also be customized to log insurance information, warranties and all maintenance and lease agreements.

Learn more about the Sage 300 ERP advantage for your tribal operations, and how its scalability can mean lower costs as services grow; contact us today.

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Developing A Small Business For Now and Beyond

Growth of a business comes from within the organization. Many businesses start out small and stay small, because they have failed to implement an expansion plan, or create a plan that works. Develop a positive growth strategy for now and beyond, and turn a  Small Business into a mega business in five simple steps. To start off;

 Think Big – Plan Huge

Penetrate the Current Market. Inprovise a plan to sell more products that customers love in large quanities. Think of new ways for customers to use the same products, but in different ways. For instance, baking soda is used for cooking, but it is effective in eliminating odors. In other words, improve upon existing products.

Develop an Extended Marketing Audience. Market develop allow companies to offer their products to new customers in another city, state or country. Find ways to advertise to a diverse audience. If local customers cannot get enough of a great product, other customers far away will probably feel the same way. Put it out their and let the customers decide.

Use Diverse Marketing Strategies. What is the point of having great products if no one knows they exist. Think outside of the box in terms of getting new and existing products into the homes of potential customers. Take advantage of every possible marketing resource onsite and offsite. Millions of customers are online looking for great deals. These customers use non traditional means such as social networking, to seek and search for the products they need. Take advantage of these types of marketing opening. Advertise on social media sites, through email, text, direct mail, Youtube, and other online sources.

Develop and Introduce New Lines of Products. Customers love choices. Add new products to an existing line of products as often as possible. This strategy works best with existing customers. Offer products at an introductory discount price for a specific time, or as a new “hot item.”

Go Beyond the Norm. New customers demand New Products. Times are changing, and so should an existing inventory. More and more companies are offering new products to attract new customers. Why sell only ice cream machines, when customers are asking for popcorn makers, cookie cutters and party balloons. Follow the example of a party supplier. Customers can order and purchase everything they need for any type of party from one vendor.

Marketing Tips

When it comes to marketing, be diverse in terms of audiences and products. Thrive to reach audiences from others locations, and introduce new products to existing customers. Advertise products using traditional and non traditional marketing strategies. For more information on how we can help your business contact us today, and let’s get started.

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Sage 300 ERP for Distribution monitors stock levels and supply chain; operating margins can improve.


Monitoring operations

Costs. Wastes. These are two critical components in the distribution sector that managers deal with on an hour-by-hour basis.

While it’s crucial to have real-time data available to monitor areas like ongoing sales and stock levels, many operational  procedures are still tied to antiquated methods of accessing and sharing information, such as using Excel spreadsheets to track sales and expenses, while relying on email or Word documents for collaboration.

Both hold data in isolated silos of documents and files, and neither offering real-time integration to facilitate decision making.

Such challenges increase exponentially when multiple locations are involved. What’s needed, is a single platform, such as the Sage 300 ERP for Distribution to monitor all phases of the distribution and supply chain.

The results are seen in the opportunity for more accurate sales forecasts and more accurate inventory control. More importantly, the customer’s needs are being met with more efficiency, particularly when special customer demands are implemented into the mix.

The modular aspects of the Sage software makes it easy to customize, as well as to expand as operations demand. Overall, the Sage ERP solves problems when it comes to sizing up demand with stock levels; adding improvements to operating margins as well as improving customer service and vendor support.

Contact us. Discover how Unifsoft can provide the right Sage product can grow with your business without the expensive upgrades from out-of-the box software.

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Sage 300 ERP provides data support in the field for better decision making; more transparency.

Published on September 19, 2014 by in Accpac, ERP


Choosing an off-the-shelf software as a productive tool in business has immense limitations. For sure, as a company expands its need for better data support, and data transparency, can grow exponentially.


Worse still, when information, documents and files are residing on multiple PCs, productivity can nosedive: too much time is spent searching too many unrelated files for inaccurate or incomplete data.


Workers in the field, who may be relying on real-time data to make project decisions, know just how ineffective the flow of information can be if they are unable to access urgent information themselves; this, to reduce the possibilities of downtime.


Sage 300 ERP integrates the data from every segment of the business, making it available in real time. Financials? Not only is the software ideal for generating financial reports, but it provides that critical data needed for any sales and service part of the organization.


What’s more, in this age of Big Data, the platform is capable of pulling in data to help ID ongoing issues as well as conduct meaningful analysis on demand.

Customers are better served when sales and service can manage their orders and requests seamlessly. Questions can be answered and areas of crossover sales can be identified without delaying the process by relying on numerous software platforms that are not in anyway connected to a single database.

When ordering parts or supplies, old methods like retrieving purchasing history from Outlook email files, or opening an Excel spreadsheet, can only lead to inaccurate tracking and lost orders.

With Sage, key decision makers, whether they be in the field, on the road in sitting in a client’s office, can draw on real-time budget and expense reports to gauge the success of ongoing projects—without stopping the workflow to wait for the information to get back to them from the home office!

Learn more about the Sage 300 ERP advantage for your business, and how its scalability can mean lower costs as your business grows: contact us today.


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