Sage Accpac Accounting Software Vancouver Blog - Unisoft

Sage Accpac ERP, Microsoft Networking and Accpac Data Repair

Archive for the 'Sage' Category

Sage Accpac Customer Event

Wednesday, August 27th, 2008

The customer event for Sage Accpac 5.5 and Sage CRM 6.1 was held today at the head quarters for Sage Software’s Sage Accpac.  They gave a good mix of product demonstrations of the new features in Sage Accpac and Sage CRM as well as higher level business discussion on the value these products can bring to a business.  The theme of Laurie Schultz’s team focused on feedback from customers to improve the product is definitely started to show both in the products as well as the focus of the staff. Overall it was an excellent event for customers to see the value in upgrading their software to take advantage of the new features and free of charge modules.

If you weren’t able to attend the event either contact us from a product demonstration of the new features or check back on our website as Unisoft will be posting videos on “What’s New in Sage CRM and Sage Accpac?”

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.

Sage CRM - What it Can and Cannot Do - Part 1

Thursday, June 7th, 2007

Ever since Unisoft began providing one of North America’s most effective customer relationship management solutions we have been met with some confusion regarding what CRM systems really can and cannot do. We hope this 3 part series of posts will help clear up some of this confusion as well shed some light into the intentions behind Sage CRM’s architectural design.

In many ways Sage Accpac CRM certainly is the all-encompassing “yes” solution.   It has been highly regarded for the ease of use and flexibility involved in the customization process as well as won out against its competitors for various user friendly features including an appealing and uncluttered interface, web deployment that provides real time access at anytime and from anywhere, integration with its host accounting solution (Sage Accpac ERP) and a wide range of readily available third party products that often also integrate with Sage Accpac ERP.  Nevertheless, customers often approach the prospect of purchasing a CRM system with unclear views about what they really want to achieve with the solution, or even worse, with little or no expectations at all.  In the first case this type of confusion can lead to a circle of indecisiveness which often stops at a dead end with no decision at all and in the second case customers that do go ahead with the purchase will often feel dissatisfied with the product because they never distinguished what they wanted it for in the first place.  In both situations the solution is simple: isolate your needs from your desires and come to a conclusion which is both satisfactory and realistic.  Of course, while we never want a client to settle for just anything that happens to come along, we also want you to remember that you will rarely find a solution that is perfect and so a little compromise is better than nothing at all.  

Join us next time when we discuss elements and functions that most customers should be looking for in CRM systems and how Sage CRM compares in this regard.

Sage Accpac Custom Crystal Reports

Wednesday, May 30th, 2007

Have you been looking to get information about sales, inventory or customer activity out of your Sage Accpac ERP system? Unisoft has many consultants that are excellent at writing custom Crystal Reports to get exactly what you need out of your Sage Accpac data. Unisoft’s trained and proficient team of consultants will provide simple edits to fully customized sales and customer activity Crystal Reports tog et exectly what you want. Please contact us at 604-926-3398 or submit a service request and we will have one our consultants get back to you.

New Returns Materials Authorization (RMA) Module for Sage Accpac

Monday, April 9th, 2007

With the release of the RMA (Returns Materials Authorization) module Sage Software has added complete integration module to handle customer returns in a timely fashion. The RMA module adds many new advanced tools, flexibility and ease of use for rapid turnaround time. This all around enhances cusotmer service and loyalty while providing your business with optimal control of your inventory and cash flow. THe RMA module delivers the ability to track and bill for repairs with automated inventory control all integrated into the other Sage Accpac modules including oreder entry and purchase order. If your company is looking for the missing integration of handling product returns and managing claims then RMA could be the solution to fill the business process gap.

If you are interested in talking with someone from Unisoft please contact us about Sage Accpac RMA and we will get back to you promptly.

SAGE ADDS CRM GM.

Monday, April 9th, 2007

Sage Software and its CRM division has added a GM to handle Sage CRM and SaleLogix. This definetly a sign that Sage is continuing to build its CRM business on a worldwide basis. David van Toor is the acting general manager for the SaleLogix and Sage CRM operations in North America. He reports to Joe Bergera, who is GM of Global CRM. Prior to handling the CRM operations of North America van Toor was GM for Sage PFW and Sage BusinessWorks.