Sage Accpac ERP, Microsoft Networking and Accpac Data Repair
Archive for the 'ERP' Category
Monday, September 15th, 2008
Using Excel to retrieve sales information from Sage Accpac is quite simple and powerful. In both the Order Entry and Inventory Control Modules there is a table that includes sales statistics. ICSTATI is the name of the table that includes the sales details for the inventory module. Essentially this is is a table that includes records per accounting period for the quantity sold, sales amount, return amounts and cost of goods sold. By importing this table into Excel you can easily create a pivot table/report that shows your net sales (sales - returns) for a range of periods and/or years as shown below.

Sales by Period for 2009/2010
Preparing such reports can be accomplished with the help of our consultants, 604-926-3398.
Posted in Accounting, Accpac, Accpac Tips, Business Intelligence, ERP, Reports | No Comments »
Thursday, September 4th, 2008
New Sage Accpac ERP and CRM webcasts were released on unisoft’s website. Unisoft will be adding more webcasts on an ongoing basis so make sure to check back often. There will be webcasts focusing severa categories. Current Sage Accpac ERP and CRM users will be provided with webcasts on tips and tricks on how to use more of their business software and accounting system. There will also be a section for users on the new features in each version to keep you up to date on the lastest product developments. Finally, there will be a general business level section for managers and desicion makers to see how ERP and CRM software systems can help advance their business.
Posted in Accpac, Accpac Tips, CRM, ERP | No Comments »
Thursday, October 11th, 2007
Take advantage of the benefits of your software assurance! Version 5.4 of Sage Accpac ERP was released more than a year ago and some clients are still in Version 5.3 or even 5.2. 267 new features distributed across all the modules have been added and if you are still in an older version, then you are missing out on these benefits. Most importantly, the older your version, the more time we may need to spend converting your data, so while you are no doubt almost always busy we still recommend upgrading during you slow season if it is at all possible.
Examples include:
Accounts Receivable – Keep track of your client’s credit card information in a safe and secure place!
Accounts Payable – Specify the method of payment for documents within payment entry.
Order Entry – Inquire on sales orders by customer based on order status.
Purchase Order – Automatically post Accounts Payable batches created from Purchase Orders.
The list certainly goes on and on. Remember, new features were developed based on client requests to Sage Accpac’s development team!
Call us today to book your upgrade date.
customer.care@unisoft.net
604-926-3398
Posted in Accounting, Accpac, ERP, Sage, Update and Patches | No Comments »
Saturday, September 1st, 2007
Recently reviewed by The CPA Technology Advisor the 200 edition of Sage Accpac ERP 5.4 received 5 stars out of a possible 5. The review is mid-range accounting systems and bases it’s assement on 6 categories:
- Ease of Use/Transaction Entry - 5/5
- Modules & Notable Features - 5/5
- Integration/Import/Export - 5/5
- Reporting - 5/5
- Support/Training/Help System - 5/5
- Relative Value - 5/5
Sage Accpac ERP got 5/5 for every category which is no surprise to Unisoft, an organization that has been dealing with accouting systems since 1989. One notable part of the review was the relative value where they stated that:
“Sage Accpac 200 ERP is an excellent product for companies that have outgrown their current software. The scalability of Sage Accpac with its three versions means that an investment in the product today will easily pay for itself over time.”
This is outstanding considering the other systems it was compared to including QuickBooks. It also goes back to my article I wrote about outgrowing your current accounting system and moving to Sage Accpac as it is extremely scalable and according to this review, worth it’s value.
Posted in Accounting, Accpac, Business Systems, ERP, Sage | No Comments »
Sunday, August 26th, 2007
Unisoft is asked quite frequently what the is the difference between the Sage Accpac ERP editions (100, 200 and 500) is, so here is a table outlining all the differences. Bolded text represent the major differences to make it easier on the eye. The main difference that ultimately determines the edition fit for the user is the number of users for the system.
| Feature |
500 Version 5.4 |
200 Version 5.4 |
100 Version 5.4 |
| |
Separate or Combined Modules |
Separate Modules |
Separate Modules |
Separate Modules |
| |
Number of Companies |
Unlimited |
Unlimited |
5 |
| |
Number of Users |
Unlimited users |
Limited to 10 users |
Limited to 5 users |
| |
Pervasive.SQL Version |
Yes |
Yes |
Yes |
| |
Microsoft SQL Server Version |
Yes |
Yes |
Yes |
| |
IBM DB2 Version |
Yes |
Yes |
Yes |
| |
Oracle Version |
Yes |
Yes |
Yes |
| |
Linux Version |
Yes |
Yes |
Yes |
| |
iConnect Server |
Part of System Manager |
Part of System Manager |
Part of System Manager |
| |
Process Server |
Yes – 500 |
Yes – 500 |
Yes – 500 |
| |
Multicurrency |
Yes |
Yes |
Yes |
| |
Transaction Analysis and Optional Field Creator |
Yes |
Yes |
Yes |
| Financial Management |
| |
Accounts Receivable |
Yes |
Yes |
Yes |
| |
Advance Credit Claims (Receipt Entry) |
Yes |
Yes |
No |
| |
Accounts Payable |
Yes |
Yes |
Yes |
| |
General Ledger: |
Yes |
Yes |
Yes |
| |
|
Number of Account Segments |
10 |
3 |
2 |
| |
|
Number of Account Structures |
Unlimited |
3 |
2 |
| |
|
Number of Budgets |
5 |
1 |
1 |
| |
|
Years of History |
99 |
5 |
2 |
| |
|
User-defined Accounts Groups |
Yes |
Yes |
No |
| |
G/L Security |
Yes – 500 |
Yes – 500 |
Yes – 500 |
| |
National Accounts Management |
Yes – 500 |
Yes – 500 |
Yes – 500 |
| Inventory, Purchasing, and Order Management |
| |
Order Entry |
Yes |
Yes |
Yes |
| |
Purchase Orders |
Yes |
Yes |
Yes |
| |
Vendor Contract Costs |
Yes |
Yes |
No |
| |
Inventory Control: |
Yes |
Yes |
Yes |
| |
|
Number of Item Segments |
10 |
10 |
4 |
| |
|
Multiple Levels of Bills of Material |
Yes |
No |
No |
| |
|
Customer Item Numbers |
Yes |
10 |
Yes |
| |
|
Advanced Pricing: |
|
|
|
| |
|
|
Price by Unit of Measure |
Yes |
No |
No |
| |
|
|
Price by Weight or Quantity |
Yes |
No |
No |
| |
|
|
Price by a Cost Plus a Percentage or Amount |
Yes |
No |
No |
| |
|
|
Below Cost or Sales Margin Price Checks |
Yes |
No |
No |
| U.S. and Canadian Payroll |
Yes |
Yes |
Yes |
| |
Non-incremental Commission Calculations |
Yes |
Yes |
No |
| |
Non-incremental Piece Rate Calculations |
Yes |
Yes |
No |
| |
Non-annualized Wage Bracket |
Yes |
Yes |
No |
| |
Incremental Wage Bracket |
Yes |
Yes |
No |
| |
Accrual periods |
10 accrual periods |
10 accrual periods |
4 accrual periods |
| |
Lifetime Maximum |
Yes |
No |
No |
| |
Copy Selection Lists |
Yes |
Yes |
No |
| |
Create Selection Lists by Criteria |
Yes |
Yes |
No |
| |
Combine Multiple Selection Lists |
Yes |
Yes |
No |
| |
Assign Selection Lists |
Yes |
No |
No |
| |
Copy Timecards |
Yes |
Yes |
No |
| |
Timecard List |
Yes |
Yes |
No |
| |
Check List |
Yes |
Yes |
No |
| |
Project and Job Costing |
Yes – 500 |
Yes – 500 |
Yes – 500 |
| |
Timecard Users |
Yes – 500 |
Yes – 500 |
Yes – 500 |
| |
G/L Consolidations |
Yes – 500 |
Yes – 500 |
Yes – 500 |
| |
Intercompany Transactions |
Yes – 500 |
Yes – 500 |
Yes – 500 |
| Sage Accpac Options Modules |
Note: Refer to the Sage Accpac Options Compatibility Chart for version compatibility information. |
| |
Financial Link Professional |
Yes |
Yes |
Yes |
| |
ACCPAC CFO |
Yes |
Yes |
Yes |
| |
ACCPAC KPI |
Yes |
Yes |
Yes |
| |
Account Code Change |
Yes |
Yes |
Yes |
| |
Customer Number Change |
Yes |
Yes |
Yes |
| |
Vendor Number Change |
Yes |
Yes |
Yes |
| |
EFT Direct Receivables |
Yes |
Yes |
Yes |
| |
EFT Direct Payables |
Yes |
Yes |
Yes |
| |
EFT Direct Payroll eFile for Canadian Payroll |
Yes |
Yes |
Yes |
| |
Contact Master Professional |
Yes |
Yes |
Yes |
| |
Serialized Inventory |
Yes |
Yes |
Yes |
| |
Lot Tracking |
Yes |
Yes |
Yes |
| |
Item Number Change |
Yes |
Yes |
Yes |
| |
Sales Analysis |
Yes – 500 |
Yes – 200 |
Yes – 200 |
| |
Zippy Notes |
Yes |
Yes |
Yes |
| |
ODBC Link Standard |
Yes |
Yes |
Yes |
| |
ODBC Link Professional |
Yes |
Yes |
Yes |
| |
ACCPAC Query Standard |
Yes |
Yes |
Yes |
| |
ACCPAC Query Professional |
Yes |
Yes |
Yes |
| |
ACCPAC Alerts |
Yes |
Yes |
Yes |
| iConnect Self Service Modules |
| |
Customer Account Inquiry |
Yes |
Yes |
Yes |
| |
Order Entry |
Yes |
Yes |
Yes |
| |
Order Inquiry |
Yes |
Yes |
Yes |
| |
Employee Inquiry |
Yes |
Yes |
Yes |
Posted in Accounting, Accpac, ERP, Sage | No Comments »
Saturday, August 25th, 2007
Today TPAC (Third Party Advantage Conference) 2007 started today with the preconference. Unisoft attended Norming Software Intl training sessions on Norming eTimesheet and Norming Asset Management. Norming Software Intl is based in Beigjing and has produced a number of third party products that integrate with Sage Accpac ERP.
Norming eTimesheet is a web based job planning, time and leave tracking, expense reporting and billing software suite that the fully integrates with Sage Accpac ERP. It also integrates with almost any other accounting system through it’s integration component. The technology is built on Microsoft’s .NET framework and has can use a number of database engines including MS SQL, Pervasive and Oracle. We look forward to hearing more from the Norming team. This was a great start to the Sage Accpac third party products and really shows the depth and flexibilty that can be achieved Sage Accpac ERP trhough the third party solutions giving business owners a complete end-to-end ERP system.
Posted in Accounting, Accpac, Business Systems, ERP, Project and Job Costing, Sage, Sage Accpac 3rd Party, Software, TPAC, Time and Billing | No Comments »
Friday, August 24th, 2007
Unisoft will be attending the Sage Accpac third party conference or formally Third Party Advantage Conference (TPAC) from August 26th to 28th. TPAC is a conference showcasing thrid party products that work with Sage Accpac ERP. The conference was founded in 2003 after the AOC, the old Third Party conference was discontinued. All the major Sage Accpac third party developers will be there and will be a good time for Unisoft to get up to date on all their latest technologies and developments. There will be training sessions and exhibitions that will allow Unisoft to help find the best products to help improve our customers business systems. We will be posting back here after the Conference to give a quick summary of what of the Accpac conference.
Posted in Accounting, Accpac, Business Intelligence, Business Systems, CRM, ERP, SMB, Sage, Sage CRM, Software | No Comments »
Thursday, August 16th, 2007
This is a good question. For any business, small, medium or large, looking to utilize technology to their full advantage they will need to know what ERP is and how they can use it. Essentially, ERP stands for Enterprise Resource Planning, another great IT acronym. However, this is not what we are after, we are after the concept that is making ERP software the next revolution in business technology.
ERP software is meant to be a solution for your business that can encompass and integrate all of your business processes and needs. It can include manufacturing, supply mangement, sales, financials, customer management or just a few business activities. ERP systems are built around what your business needs.
Why is ERP software so important? Because it brings all your systems together and ensures every business process is integrated, bringng your business technology system closer and closer to mimicking your business. This makes all your company activities more efficient and enables you’re business to get more out of your investment.
Posted in Accounting, Accpac, Business Intelligence, Business Systems, CRM, ERP, IT, Network, SMB, Sage CRM, Software | No Comments »