Sage Accpac Accounting Software Vancouver Blog – Unisoft

Have you ever thought, “Sage ERP Accpac should really have ____ functionality!!!” and then gone on with your life always coming back to that screen and it never being there?  Well, now you can have your say in what new features are added and what functionality in enhanced in Accpac.  Just visit the Sage ERP Accpac Ideas site post your idea, collaboarte on other ideas, and vote on other peoples ideas.   

In Sage ERP Accpac Version 6.0, released in December of 2011, and Sage CRM Version 7.0, just released, Sage completed the following requests: 

• Easier navigation so users can get to where they need to in less steps 
• IC: Inventory Item Valuation Report needs to run faster 
• Sort data using column header 
• Ability to lock fiscal periods per module 
• have a graphical summary of Aged Receivables with drill down … 
• Have a graphical summary of Aged Payables 
• I would like the ability to easily create excel based reports that … 
• Provide an income statement dashboard item 
• When entering an Accpac Quote or Order there should be no need to use an … 
• remove credit card information stored in Accpac to be PCI compliant 
• Better mobile device support for Sage CRM 
• Allow a concurrent user licensing model in ACCPAC CRM, in addition to … 
• open accpac from crm without power user 
• CRM integration with Accpac customer number change and vendor number … 

Some of the latest posts are: 

• cross-references when a required fields is missing from one screen … 
• payroll checks print Vacation Payout line but not acrual 
• Auto search/fill in within key fields 
• unique transaction numbers by ledger thoughout Accpac

Join us for the Sage ERP Accpac 6.0 Experience on Tuesday, May 17, 2011 in Vancouver, BC.

View Agenda

Sage ERP Accpac has been a smart choice for the management of your business. It provides best-in-class products that allow you to extend the reach of your business. Join us at this seminar to see how the latest release, Version 6.0 will help you further expand your business horizons. You will see a live demonstration of the new functionality, including how you can:

• Enable collaboration, mobility and interoperability
• Improve productivity
• Envision success
• Get the information you need, faster
• Accelerate growth and lower total cost of ownership
• Save time on month-end processes

Click here for more info or here to register

Sage North America is part of The Sage Group plc (LON:SGE); a leading supplier of business management software worldwide. Sage North America began not as one company, but as the efforts of many entrepreneurs who built their successful products and businesses with sincere focus on their customers. Today, Sage represents the culmination of that combined entrepreneurial spirit, drive and vision.

For more than 30 years, companies that have joined the Sage family have assisted small and midsized businesses with a wide range of business management applications and services. With roots reaching back to the 1970s, Sage has grown and developed to meet the evolving needs of our customers through a combination of internal product development and acquisition.

Currently Sage supports more than 3.2 million customers in the U.S. and Canada. Sage’s sole focus is to provide business management software and services to small and midsized businesses. Sage applications cover a full range of business requirements including accounting, customer relationship management, contact management, human resources, warehouse management, specialized industry needs, among many others.
Sage’s parent company, The Sage Group, plc, is a world-leading supplier of accounting and business management software to small and midsized businesses. Sage’s purpose is to help our customers run their businesses more effectively, helping them to gain greater insight into their business activities and providing them with lasting benefits by automating their business processes.

Important Facts about Sage:
1. More than 3.2 million North American business customers currently rely on Sage Applications
2. reported US$2.24 billion in revenue in 2010
3. 25 years in existence and with 13,400 employees worldwide
4. provider of business management software and services to over 6.3 million small and midsize enterprises (SMEs) worldwide
5. 28,000 business partners and 40,000 accountants’ club members
6. 27% of profit invested into continued product development

Read more about Sage at www.sage.com.

Earlier this year, Sage notified all Payroll Update Plan (PUP) subscribers that after the 2010 tax year, Sage ERP Accpac Version 5.4 will no longer be supported. This change is particularly important because it means no additional tax updates will be made available after the 2010 tax year.  Your customers will need to ensure that their PUP subscription is current in order to continue receiving compatible updates and upgrade to Version 5.5 or higher.

The last Sage ERP Accpac 5.4 Payroll Tax Update for Canadian Payroll and US Payroll will be January 1 st, 2011.  Based on recent customer feedback, this particular update will be a full update that includes updated forms as well as tax table changes provided for 2010 tax filing.  Due to “last minute” updates issued from certain US tax authorities towards the end of the 2010 calendar year, there is a possibility for a January 31 st, 2011 Tax Update or hot fix for the 5.4 US Payroll Tax Update only.

There will NOT be a 5.4 Payroll Tax Table Update for March 2011, July 2011, September 2011, December 2011 or going forward.

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.    

 

Reduced Costs	Storage, handling, reproduction of lost document and purchasing of fireproof cabinets add up quickly.
Minimize Your Environmental Impact	Decreased paper consumption = less trees cut down, less fuel burned in deliver, less ink used, less of everything…
Increase Workflow Efficiency	Do you often find yourself leaving your desk to sort through a file cabinet on the other side of the office just to find a document? Then having to type out part of that document so that you can pass on the information? You and your staff will save time retrieving, processing and passing information along.
Reduced Risk	Your files are kept safe, not only through limiting access but also from misplacement, loss, fire and flood!
Remote Access	For those employees on the road, working from home or in satellite offices.

  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. 

I’m not sure how many people know this but Sage is #1…

Well, the #1 choice for business software for small and medium sized businesses.  I think this is actually quite a significant piece of information for those of you deciding to choose which business software to run your business on.  You need to know the company developing the software is going to be there in 5 years and is going to come out with consistent product updates. Having a stable company with a large budget behind the software you choose for your business is a big plus.

It’s also quite important that Sage Software has the largest market share because it shows that 15% of businesses worldwide decide to use Sage for the accounting software.  That means these businesses went through some process and/or analysis to make the decision of what accounting software they would use and came to the conclusion that Sage was the right choice for them. That means Sage is definitely doing something right!

As the use of email is now the sole form of business communication for many businesses it is highly recommended that businesses use an email disclaimer.  This protect your business and help to esnure the privacy of emails. There are many sites that provide sample disclaimers that can be easily put to use. There are also applications to ensure every email has a disclaimer attached. I also think this adds a level of professionalism to your emails that can help build a trusting relationship with your customers. 

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.

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. 

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.