Sage Accpac Accounting Software Vancouver Blog – Unisoft

Going Lean and Green with Document Management for Sage Accpac ERP

How much money did your company spend on paper last year? How much on storing that paper? How much time do you spend searching for documents?

Document management solutions encompass the electronic capture, retrieval and processing of documents, and have seen a surge in adoption, fueled both by the necessity of today’s volatile business environment as well as the corporate benefits gained by being socially responsible and environmentally conscious.

With an integrated solution such as doc-link™ by Altec, documents can be accessed from within Sage Accpac ERP, eliminating the need to go back and forth between two solutions and minimizing disruptions.   

  Going green leads to getting lean, which makes good sense (cents).

 “Manage the Process… NOT the Paper”
doc-link™ an Integrated Document Management for Sage Accpac ERP

Next Webinar: 10 am on September 15th, 2010

  To register for the webinar or for more information please call or email: Scott Smith | 604-926-3398 | Scott@Unisoft.net.

#1 – Excel Based Business Reporting Tool

Sage Accpac Intelligence is the business reporting and analysis tool you have been waiting for. It’s easy to use interface allows you to quickly generate Excel based reports allowing to analyze the data quickly and efficiently in Excel.

#2 – Simplified Bank Reconciliations

Let’s be honest, bank reconciliations in previous versions of Sage Accpac were complex and you had to go to multiple screens to complete one bank reconciliations. In the bank reconciliation you get one tab to manage all your transactions allowing you to quickly clear them.

#3 – Reduced Upgrade Costs

Upgrading to the most recent version of Sage Accpac has been by far the fastest and simplest upgrade by our consultants and we are passing the savings on to you.  Sage has made an active effort to reduce the number changes that impact the cost to upgrade resulting in a more affordable upgrade that takes less time.

Call Unisoft Today to Schedule your Upgrade! (604) 926-3398

The PCI compliance deadline of July 1st, 2010 is fast approaching.  Do you know if your company meets the requirements of PCI-DSS?  If not you should take the appropriate steps as soon as possible as you may loose your ability to process credit cards.

PCI-DSS are a set of 12 requirements that fall into 6 categories. For more information about Sage Accpac and PCI compliance please visit the the Sage Accpac website on PCI compliance.

If you need assistance with ensuring your business meets the PCI-DSS requirements please contact Unisoft at 604 926-3398 or info@unisoft.net.

Now Available is Sage Accpac v5.5 Product Update 3.  Previously Sage Accpac released service packs, product updates are similar except they have enhancements and new features as well as bug fixes.  For full details of the update you can check out the PDF available here:

http://support.accpac.com/TechSupport/Service_Packs/a4w/WhatsNewInPU3.pdf

This update was primarily fixes to problems and did not have any enhancements or new features.

Sage has been working on a new version of Sage Accpac, v6.0 and a new version of Sage CRM, v7.0 which is scheduled to come out some time before the summer of 2010.  This new “next generation” of Accpac will come with a Web 2.0 interface. Have a look at Sage Accpac vision and product plan white paper to learn more.

With this new release, Sage Accpac will be implementing something called Sage SData. Sage SData is a new data layer for Sage products that will allow some extremely powerful integration between products, allowing you to access and modify data from different applications quite easily using common web standards.  For example, this will enable you to easily  be able to access Sage Accpac accounting data from within Sage CRM with a simple point and click interface or quickly lookup information from your iPhone or blackberry.  Have a look at the Sage CRM demo of SData that covers creating widgets that include Sage Accpac ERP data as an example.

This is going to open up some extremely interesting opportunities in the Sage product market.

This is probably the most commor error that occurs in Sage Accpac ERP, “Control not properly installed” and occurs because you do not have sufficient rights on the workstation.

Solution:

1. Add the User to the Local “Power User” group for the computer
2. OR, Give specific permissions (Read and Write to the HKEY_LOCAL_MACHINE\SOFTWARE key, AND Grant Full Access to the program files folder usually C:\Program Files\Sage Software\Sage Accpac\)

Just a small bit of information that might help you out, it can be a difficult error to resolve unless you know the cause.

Sage Accpac wants to know your opinion. Sage Accpac now has a website that allows you to vote on new features and enhancements in Sage Accpac.  You can add your own or vote on others. You can also track your enhancements and see which get implemented in future releases.  This is a great way to influence the future of Sage Accpac to better fit your business or your day to day activities.

Check the website and submit your feedback: www.sageaccpac.com
com/feedback

Sage Accpac Product Survey Results: What is the one area you would improve to make Sage Accpac better for you and your company?

• 1. Reporting
  • Simplify Getting Information out of Sage Accpac
  • Make it Easier to Create and Customize Reports
  • Financial Reporting
• 2. Functionality/Features
  • Accounts Payable / Accounts Receivable / General Ledger
  • Bank Services Usability
  • Inventory Control
• 3. Usability
  • Faster Data Entry – Streamline Processes
  • Navigation – Faster Access to Supplemental Information

There was a handful of new features in the Sage Accpac ERP v5.6 and Sage CRM v6.3 integration.  Here are some of the features:

• Integrated ERP/CRM Solo Support (Accpac 5.6)
• Customer/Vender Number Change Support
• Improved Salesperson Integration with Accpac 5.6 data
• Relationships Tab
• National Accounts in CRM

Salesperson Codes are Now Synchronized in CRM

Salesperson commision splits now show up on the customer statistics tab in CRM.

(more…)

It is always nice to see how other business’s use Sage Accpac, the video below shows you an excellent example of how Sage Accpac can bring together all aspects of your company.  This is possible because everything you entered, is entered once.  The value of this to a business is most times unmeasurable.  Have a look at the case study outlining a sucessful implementation of Sage Accpac ERP, Sage Accpac CRM and 3rd party software warehousing solution.