Sage Accpac Accounting Software Vancouver Blog – Unisoft

Sage Accpac ERP, Microsoft Networking and Accpac Data Repair

Archive for the 'ERP' Category

Sage Accpac v5.6 Released

Friday, December 18th, 2009

Increase Productivity. Streamline Operations. Improve Visibility.

The Sage Accpac Version 5.6 release can be summed up by improved performance and productivity enabling you to accomplish more tasks in less time. The highlights of the upgrade:

  • Sage Accpac Intelligence: a new easy to use business intelligence and reporting tool
  • Support for new IT infrastructure including virtualization and Windows 7
  • Enhanced cash flow and integrated customer inquiry tool (originally AR inquiry) 
  • Improved inventory mangement 
  • Bank Reconciliation has been completely redesigned 
  • New functionality in Payroll to descrease penalties and fees 
  • More user requested enhancements submitted via sageaccpac.com/feedback

Sage Accpac V5.5 & V5.6


Sage Accpac ERP 5.5 wins the triple crown (simultaneously reduce costs, improve revenues and enhance service)

Tuesday, November 17th, 2009

Asset Management for Sage Accpac ERP

Friday, November 6th, 2009

When integrated with Sage Accpac ERP, Norming Asset Management is “a powerful and complete asset management solution”.  Asset Management is a combination of management, financials, economic, engineering, operational and best practices applied to physical assets with an objective of providing the required level of services in the most cost effective manner.  Due to increased demands from new regulations and policies an asset management system could assist in facilitating data and the financial planning resulting in a positive institutional change to community assets management. Subsequently leading to:

1. improved services and performances,

2. more accurate financial planning,

3. reduces life cycle costs & expenditures

4. and increased returns on investments.

Norming Asset Management is IFRS compliant (revaluation, impairment, assessments, valuing foreign currency nonmonetary items, restatement of property) and fully integrates with Sage Accpac (SM GL, AP, IC, AR, & PO).

Supports various deprecation methods

Straight Line

Declining Balance

Sum-of-Year-Digits

Units of Production

Us deprecation rules

 

Asset Leasing

Set up lease rates for assets

Maintain lease contract and billing schedule

Automatically recognize lease revenue

Create AR invoice for lease billing transaction

Track asset lease history and billing schedule

 

Asset Tracking

Print asset label with barcode

Interface with barcode scanner

Update the asset status and location with scanner

Track asset assignment and return with employee

Schedule asset assignment

 

Asset Inquiry and Reporting

Drill down from GL, AR, AP to asset transactions

Search asset by category, group, cost center or location

Complete and up-to-date asset information

Review asset activities and original transaction

Check component assets of master asset

Complete fixed asset schedule reports

Let us share with you the Principals of Asset Management, inventory tools, financial requirements, useful templates and how to implement an Asset Management Plan.

Sources:
Norming Asset Management

Sage Accpac Sales Data in Excel Pivot Tables

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

Sales by Period for 2009/2010

Preparing such reports can be accomplished with the help of our consultants, 604-926-3398.

New Sage Accpac ERP and CRM Webcasts

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.

Upgrade to Sage Accpac ERP 5.4

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

Sage Accpac 200 ERP 5.4 Gets 5 Stars out of 5

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:

  1. Ease of Use/Transaction Entry – 5/5
  2. Modules & Notable Features - 5/5
  3. Integration/Import/Export – 5/5
  4. Reporting – 5/5
  5. Support/Training/Help System – 5/5
  6. 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.

Sage Accpac Editions, What’s the Difference?

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

Norming eTimesheet for Sage Accpac – TPAC Preconference

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.  

Sage Accpac Third Party Conference (TPAC)

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.