SageCRM is an intuitive, fast and flexible business workflow application that is easily configured to meet your specific business automation needs.  SageCRM is designed to optimize your time no matter what your role is in the company. From sales, marketing, IT, and customer service through to collections and vendor management SageCRM helps all areas of your business increase productivity. The new MS Exchange integration allows users to access real-time calendars, task, and contact information using a smart phone and Total Campaign Management enables easy execution of multi-channel marketing campaigns.  Learn more.

Information and resources available for Sage ERP Accpac Intelligence are continuing to expand. Recently updated, the Intelligence microsite now hosts a success story, white papers, thought leadership videos, an ROI calculator, FAQ documents, a webcast schedule, and data dictionaries. Additional resources include:

• Anytime, real-time, and virtual learning courses on Sage Partner University.

 BI Community, where you’ll find videos, how-to guides, discussion forums, Microsoft Excel® Tips & Tricks, and upcoming webcast schedules.

If you have any questions or if you’d like to discuss how Sage ERP Accpac Intelligence can help your business, please don’t hesitate to contact Scott Smith.

SAGE ACCPAC ERP Training Course- Financial Reporter

Full day October 1, 2011

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

SAGE ACCPAC ERP Training Course- General Ledger

Full day September 24, 2011

Overview

This course covers the implementation of the General Ledger module. Students will learn how to set up the module, control the General Ledger and understand how the various inputs are received and posted. Students will also have an opportunity to look at the standard reports, financial reports and review the inquiry and reporting tools.

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

Topics covered include:

• System Manager
• Bank reconciliations
• Sales tax setup
• User security and permissions
• Data integrity and backup
• G/L Setup      
• Chart of Accounts     
• Opening Balances      
• Budget Sets    
• Daily Transactions     
• Displaying Account Transactions     
• Periodic Processing   
• Statement Designer

SAGE ACCPAC ERP Training Course- Accounts Receivable

Full day October 15, 2011

Overview

This course covers the implementation of the Accounts Receivable module. Students will learn how to set up the module, control and use the system. Students will also explore the Accounts Receivable Invoices done in this module and those received from Order Entry.

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

Topics covered include:

• Accounts Receivable Set-up
• Customer Maintenance
• Opening Balances and Current Year
• Adjustment Processing
• Receipt Processing
• Periodic Batch Processing
• Year-End Procedures

SAGE ACCPAC ERP Training Course- Accounts Payable

Full day October 22, 2011

Overview

This course covers the implementation of the Accounts Payable module. The course explains the set-up of the module, control, invoice tracking and payments. Emphasis is placed on learning the transaction cycle, including entering vendor information and processing invoices. Students also learn about adjustments and payments as well as posting transactions and printing reports. The course provides participants with ample opportunity to learn about reconciliation and period-end and year-end processing.

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

Topics covered include:

• General Ledger Sub Ledger Services, Bank Services and Tax Services
• Accounts Payable Setup
• Vendor Maintenance
• Opening Balances and Current Year Transactions
• Adjustments
• Payment Entry
• Accounts Payable: Periodic Processing
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.

 There are no legislative changes required at this time for Canadian Payroll, so there will not be a Canadian payroll tax update for September 2011. The next planned Canadian payroll tax update is the January 1, 2012, update that is scheduled for release in late December. Look for more information in the December issue of this publication.

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• The Importance of being the Organizer (a Primer for Exchange Integration Appointment Sync Rules) – Understand the “organizer” when it comes to meetings and appointments ?
• Exchange Server Integration Appointment Sync Rules – a Deep Dive – This article explores the intricacies of calendar syncing between Sage CRM and Exchange Server ?
• Sage Summit 2011 – How to win friends and BE influenced by people – Read more about the Sage CRM Team’s experience at Summit in Washington DC last month ?
• Company Dashboard in Sage CRM v7.1 SP1 – How to choose which default screen to land on – Company Summary or Company Dashboard ?

Sage has been awarded a CRM 2011 Market Leader Award by DestinationCRM.com in the small business suite CRM category. DestinationCRM.com describes how Sage “settled in far above the industry average in all categories”. Read the blog article here. ?

SageCRM v7.1 enables marketing users to communicate with prospects and existing customers in a compelling and timely manner using the Sage E-marketing module. It is a crucial weapon for companies who are trying to focus on successful marketing techniques through a cost effective medium.

>>Continue Reading

Get your Business’ Health Back on Track with Sage ERP Accpac 6.0

You may think your business is on track for success, but in a shaky economy, it’s more important than ever to monitor the factors that can affect the health of your business.

1. It’s challenging and time-consuming to create specialized reports that help you collaborate with stakeholders, managers, and auditors.
2. KPI information comes from multiple sources so you never have an accurate picture of your business.
3. It’s difficult and time-consuming to obtain real-time, comprehensive, trustworthy business insight that assists with making intelligent business decisions from static reporting.
4. Accomplishing everyday tasks is consuming more time than necessary because system access is overly complicated.  
5. Customer escalations and satisfaction issues occur because information isn’t sent to the right person and can be overlooked.
6. When on the road, account managers don’t have up-to-date customer profile information, which makes it difficult to track buying behaviors and build strong relationships.
7. Your sales, marketing, customer service, and accounting teams don’t have a comprehensive view of your customers.   

We have Rx to help relieve your business’ ailing symptoms. Talk to us today about what Sage ERP Accpac 6.0 can do for your business. Plus we’ve found many ways to reduce the cost for you to upgrade and get even more of the features you need!

FREE Demonstraton:

The ICINITI webstore is a fully integrate Sage ERP Accpac Webstore with full eCommerce and content management system functionality.  Setting up and creating the basic website/webstore can be down in less then a day by those with experience. 

Create Categories with subcategories broken down the same way it is setup in Sage Accpac.

Item Pricing and Sales are automatically adjusted on the website when setup in Accpac.  The website pulls in date ranges for sales that are setup in Accpac, price lists that are customer dependent and will display pricing in their price list currency.

Products can be displayed in an Array or list.

The Product pages include “Customers that also bought this bought…”, Similar Items, Product Documentation, Product Ratings & Reviews (can be turned on or off)…

Shows the clients Sage Accpac Details with Open Invoices, Transactions and Payments…

Reorder with a single click of a button. Credit Card payment page that PCI Compliant.

Security dependent on Roles and logins, Clients, non-clients and sales reps.  You don’t need to create new pages. 

Sales people can use it to manage the account to place orders, see open invoices, check a specific customers pricing, check on inventory…

Non-clients can, if you would like, setup their own account that will go directly to Accpac with any terms you want, most likely zero credit, or just keep them as web clients with no account in Accpac, just a ship to.  All information is entered by the customer.  If you would like to select those that get setup with a new customer in Accpac then you can direct them to a credit application page and they can apply.

The basic Suite comes with the Credit Card Application, the Content Management and the Webstore.

You can extend the functionality of the suite with a Sales Rep Desk, Integration to eBay and Yahoo stores, item variations grids, assembly configurator (like on Dell – custom kitting), & Crystal Reports.

Some templates…  www.free-css.com