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Sage 100 Intelligence Training

Sage Intelligence Training

Sage 100 and Sage 50

Sage Intelligence training can help ease your concerns about your Analytics Data Validity? We are here to help and understand the importance of data validity and empowering business leaders to make informed, data-driven decisions.

Contact us today, and let one of our Engineers for Analytics measurement team experts provide you with industry leading recommendations and actionable insights.  With our Sage Intelligence Reporting Professional Analytics Consulting service, we’ll help get you set up for success.
You know what they say, bad data in = bad insights out.

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Sage Intelligence reporting has different distribution capabilities depending on its companion Sage Software application.

The BI report can be set to distribute directly to an FTP site as outlined in the management window below.

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It can distribute the report in .xlsx or .xls excel formats, but not in .csv format.

The report and distribution can also be set up as a scheduled job each month specifying the month and year as part of the schedule.

 

The resulting output can be secured using Excels security options.

 

 

 

If these meet with your distribution requirements

we would just need to have our letter of engagement signed

to begin creating the output report that has been defined.

Sage Intelligence works seamlessly with Microsoft® Excel® to

  • Minimize repetitive and manual work
  • Allow the creation for in-depth customer, vendor and financial reports
  • Consolidate data from multiple databases, multiple companies/divisions
  • Analyze, view, customize and distribute reports using Microsoft® Excel®
  • Identify trends using customizable dashboards
  • Receive up-to-the-minute detailed transactions, summaries or account groupings
  • Provide staff with trend reports and other purposeful business information
  • Sage Intelligence Support of training is on demand to help you master your investment

Licenses

Report Viewer Licenses, Report Manager Licenses, Report Designer Module, Connector Module and a “Free” version are all available options for Sage Intelligence a module of Sage Software depending on what suits your business needs.

While there are many ways to customize the reporting functionalities of Sage 100 Sage Intelligence it does provide a several predefined report templates and our Sage Intelligence support can help you get up and going quickly.

  • Dashboard Analysis Template:  this 1-page summary of key business information features “Top N” Reporting on expenses, items, and customers.  Profit and Loss are also featured for the current month and year-to-date.
  • General Ledger Transaction Details Template:  shows the account transaction details, description, amount totals, dates, and reference.  This report allows functionality using Microsoft Excel Pivot Table® and additional elements to be involved.
  • Customer Sales Template:  this report features sales information for customers including costs, gross profits per item and/or per customer and item sales.  Pivot Table® allows for additional elements to be manipulated.
  • Vendor Purchases Template:  filter this report by items or vendors, it lists purchase information including cost and item numbers for any date range chosen.  Pivot Table® allows for additional elements to be manipulated.
  • Inventory Status Template:   this report shows the item and quantities along with location.  Pivot Table® allows for additional elements to be manipulated.
  • Financial Reports:  allows for the review of balances for your General Ledger for any financial period chosen.  Layouts are generated, subtotaled and grouped by financial category.  This report also allows customization using Excel.
  • Financial Trend Analysis Template:  gives you the information you need to see what comparative trending over a period of time.  This powerful feature allows you to pinpoint analysis of trends to the appropriate source it is driven by.
  • Financial Report and Consolidated Financial Report Template:  these reports are available immediately and show you comparative balance sheets and income statements for your chosen defined time period.  All reports offered in this template are fully customizable with Excel.

Sage Intelligence also offers Module-Level Security, Report-Level Security, Multi-currency, and Pass through Variables depending on what your business needs and applies.

For more information on Sage 100 give one of our professional consultants a call 800.475.1047 www.jcscomputer.com

With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant.   You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

Put our 25 years of experience to work for you!

“Your Success is Our Goal”

www.jcscomputer.com          800.475.1047          solutions@jcscomputer.com

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Sage 50Cloud Support

Sage 50Cloud Support

Six Reasons Businesses Prefer

Sage 50Cloud Accounting

Sage 50Cloud Support Update – Accounting is undoubtedly the most vital facet of every business. While there is a huge variety of accounting software available people prefer Sage 50 accounting software and rightly so. Sage 50Cloud Accounting is a business management software subscription-based product published by Sage Group. It was previously known as Peachtree Accounting. Let’s have a look at what benefits businesses can expect while using Sage 50 accounting software from a Sage 50 Consultants perspective.

  1. Unmatched Support: With Sage accounting software you’ll get all the suggestion & support you require, with a 24×7 Sage instructor to assist you if you ever face any complication. On the whole, Sage accounting saves you money, time and effort while operating your venture with their auto-renewal system.
  2. Great Business Insights: The reporting structure on the Sage 50 software permits you to make smart business choices based on the intuition you can collect via precise reporting. The business intelligence aspect the Sage 50 accounting program provides, will offer you access to your data and will enable you to make groundbreaking business decisions & executions.
  3. Robust Accounting Guidelines: The sage 50 accounting software is GAAP approved and is on par with industry ethics and is the most dependable accounting solution available in the present scenario.
  4. Audit & Security Operations: These unique function enables you to maintain your data secure and aids your business to avoid wealth losses because of accounting scam or incorrect accounting. The Review part of the Sage 50 program inspects for typical accounting blunders and vulnerable activity with fifteen diverse data checking programs. The security & audit feature also permit you to verify who’s working on your accounting, making new entries or tampering old entries and accessing particular functions.
  5. Inventory Management: This is the best selling point of Sage 50 accounting software. Being able to administer your inventory enables your organization to decrease mistakes and control expenditures. You’ll be allowed to administer your inventory more stock based on sale orders & invoices. With sage 50 accounting application one can also institute diverse cost levels for item, select between diverse costing procedures, modify cost either via fiscal value or proportion and track warranty or repair info on stuff with serial numbers.
  6. Customization: With totally customizable features you’ll be allowed to access the crucial data required to support your consumers, program your purchases & act fast if required. The capability to act fast will save you both money and time and offer a superior service to your precious clients.

Sage 50Cloud Support

For affordable yet effective Sage 50cloud support accounting solution Contact Accounting Business Solution by JCS – your one stop for Sage software suit including Sage 50C Accounting and upgrades to Sage 100cloud.

For more information and notification, stay social with us on: Facebook, Twitter to follow a Sage 50Cloud Consultant

Call 800.475.1047

Peachtree Sage 50 Discontinuation Notice

You may have received notification from Sage that services to older versions of Peachtree and Sage 50 products are scheduled to be discontinued or have been discontinued. This is accurate information but is certainly not any reason to panic!  We here at Accounting Business Solutions by JCS Computer will continue to offer support for older versions of Peachtree and Sage 50 to you, our valued customers, and be your Peachtree and Sage 50 resource. If you are on a newer version of Sage 50cloud you are NOT affected.

JCS Computer has Master Consultants available to offer ongoing Support even for older versions of your software. If you are interested in obtaining support services for an older version of Peachtree or Sage 50 or pricing details for upgrading to a newer version please give us a call.

Financial Year-End Checklist

Step 1: Complete all transactions for the year

Before you run your final financial reports, all transactions must be completed for that year.

Step 2: Fixed Asset year-end procedures

The following information applies only if you are using Sage 50 Fixed Asssets with Sage 50 Complete Accounting or higher.

Install the latest Sage 50 Fixed Assets Tax Update Service

Periodically, the IRS changes or modifies fixed asset regulations and depreciation limits for the calendar (tax) year. In addition, the form 4265 Depreciation and Amortization schedule changes each year. The Sage 50 Fixed Assets Tax Service provides updates for these changes to ensure compliance with the IRS.

Calculate and post fixed assets depreciation amounts

Deprecations must be calculated and posted to the General Ledger before closing the fiscal year in Sage 50. Final depreciation amounts for the current tax year must be included in the Sage 50 General Ledger and financial statements before closing the fiscal year.

Depreciation should be calculated in Sage 50 Fixed Assets every accounting period.

To calculate and post fixed asset depreciation amounts:

If you subscribe to the Sage 50 Fixed Assets Tax Update Service and have received an update, it must be installed before calculating the final Fixed Asset depreciation for the current tax year.

Refer to the Sage 50 Fixed Assets Tax Update Service bulletin that accompanies your update for detailed information on government changes to depreciation calculations and asset limits.

  1. In Sage 50cloud, go to Tasks, System and change your accounting period to the first accounting period of the current tax year.
  2. Open Sage 50c Fixed Assets by either going to Tasks, Fixed Assets within Sage 50 or by clicking the Sage 50 Fixed Assets icon located on your desktop.
  3. Make all necessary additions, changes, and dispositions of assets you have set up.
  4. Go to File, Edit Company. On the Book Defaults page, verify that the Fiscal Year-End is accurate.
  5. To calculate depreciation, go to Depreciation, Depreciate and choose the Group, Book, and month you will be depreciating through and choose Execute. Review the depreciation amounts for accuracy.
  6. Once you have calculated depreciation, you can now post. Go to Depreciate, Post Depreciation. Select the appropriate Group, Book, Period Posting Date and Journal Entry Date. Click the Preview button to preview the journal entries. After reviewing the information, click the Post button to post the journal entries to Sage 50.
  7. Repeat the above steps for each accounting period through the end of the tax year.
  8. From the Fixed Assets Reports menu, select and print all reports needed for 2012 or the year you are ending or about to close in Sage 50.
  9. Once you have finished, make a backup of your Sage 50 Fixed Assets data. From the File menu, choose Company Utilities, then select Backup Company. If prompted to close the current company, click Yes. On the Backup Companies window, select the company or companies you wish to backup from the list on the left. In the Save in box at the top, select the location where the Sage 50 Fixed Assets Backup file (.BBK) will be saved. Finally, enter a File name for the .BBK file, and click Backup.

Step 3: Reconcile General Ledger accounts to bank statements

You cannot reconcile accounts (for example, checking or credit card accounts) whose bank statements are dated in a closed fiscal year. Therefore, it is recommended that you reconcile these accounts prior to closing the fiscal year.

If you choose to not reconcile accounts using previous bank statements, the items will be available to clear in the new fiscal year. However, the account reconciliation will be difficult to manage and audit.

Step 4: Print year-end reports to keep an historical copy of your information

Print reports to keep an historical hard copy of your accounting information (depending on your company requirements, not all these reports may be needed). These reports will act as a hard copy of your historical Sage 50Cloud information; they can be helpful during audits.

List of recommended reports

  • Accounts Receivable—Sales Journal, Cash Receipts Journal, Customer Ledgers, Customer Statements, Aged Receivables, Taxable/Exempt Sales, Invoice Register
  • Accounts Payable—Check Register, Aged Payables, Vendor Ledger, Purchase Order Journal, Purchase Journal, 1099 forms
  • General Ledger—General Ledger Trial Balance, General Journal, General Ledger report
  • Financial Statements—Balance Sheet, Income Statement, Cash Flow Statement
  • Payroll— Payroll Check Register, Quarterly Earnings Report, Yearly Earnings Report, Payroll Tax Reports, State Quarterly and Yearly Forms and Federal Forms (940, 941, W-2, and W-3).
  • Inventory—Inventory Valuation Report, Item Costing Report, Inventory Unit Activity Report, Inventory Profitability Report
  • Jobs—Job Ledgers, Job Profitability Report, Job Register

Notes:
The Payroll Reports cannot be printed for a closed payroll year.

Step 5: Review reports and make adjustments as necessary

Usually in the last accounting period of a fiscal year, you need to make adjusting entries. These might include the following:

  • Write off customer bad debts
  • Record old outstanding checks reentered into the bank account as miscellaneous income
  • Verify that fixed-asset purchases and dispositions have been properly recorded
  • Record depreciation expenses
  • Record a physical inventory count and compare to Sage 50C quantity on hand
  • Manage outstanding notes payable and receivable items and recording- or adjusting-interest expense or income

Once the above adjustments have been made (if necessary), you are ready to begin closing the fiscal year. The type of adjustment required depends on where in Sage 50 the correction needs to be made.

  • General ledger adjustments are entered in the General Journal Entries window
    (Tasks > General Journal Entry)
  • Inventory adjustments are entered in the Inventory Adjustments window
    (Tasks > Inventory Adjustments)
  • Payroll adjustments can be made through Payroll Entry
    (Tasks > Payroll Entry)
  • Accounts receivable adjustments can be made through Sales/Invoicing or Receipts
    (Tasks > Sales/Invoicing or Tasks > Receipts)
  • Accounts payable adjustments can be made through Purchases or Payments
    (Tasks > Purchase Receive Inventory or Tasks > Payments)

After you have made the necessary adjustments, reprint any affected reports so that you have a correct copy.

Closing the Fiscal/Payroll Year

When is the best time to close the Fiscal/Payroll Year

Usually there is no need to close a fiscal year exactly at the end of the last accounting period. Sage 50 allows you to keep two years worth of transactional data open and accessible at any one time. For example, if your fiscal year is based on 12 accounting periods, then period 13 is the “first” period of the second open fiscal year and period 24 is the “last” period of the second fiscal year. It is not necessary to close your first open fiscal year immediately after the year is over, nor is it necessary to wait until the end of the second fiscal year.

Closing the fiscal year:

Sage recommends that you close your fiscal year once you are confident that no more adjustments will need to be made to the closing year’s general ledger, typically around the 22nd or 23rd period. This allows you enough time to make adjustments and corrections to the prior year if necessary while at the same time giving you enough of a buffer before the next fiscal year begins in case you have unexpected challenges while closing your fiscal year.

Closing the payroll year:

Sage recommends that you wait to close the first payroll year until all payroll reports, W-2 data, and 1099 data are finalized. If there are mistakes in employee earnings or W-2 data, you have an opportunity to correct them. You should also wait to close the first payroll year after you have completed your tax returns for the year in which you are closing.

Note: If your fiscal and payroll years are both on the calendar year, it is recommended to close both the payroll year and the fiscal year at the same time following the same guidelines referenced above. However if your fiscal and payroll years are different, it may be necessary to close each independently.

Before closing the Fiscal/Payroll year

Sage highly recommends that you wait to close the first fiscal year until after you have sent your tax returns for the previous year.

You can operate your company in the Sage 50 second open fiscal year (for example, periods 13-24). The first fiscal year (periods 1-12) holds the previous year’s transaction detail and allows you to make adjustments, if necessary. Before you close the fiscal year, if you are using batch posting mode, you need to post and print all journals and the Yearly General Ledger report. Also, you need to print all open invoices, vendor and payroll checks, and back up all of your data. Sage 50 will prompt you to perform these functions. If you are using batch mode, the program will not let you continue a fiscal year close until all transactions are posted.

Usually in the last accounting period of a fiscal year you need to make adjusting entries. Once the adjustments have been made (if necessary), you are ready to begin closing the fiscal year.

Sage 50Cloud Support, Sage 50 Pro

For Technical Assistance with Sage 50cloud give us a call 800.475.1047

Sage 50Cloud Support, Sage 50 Premium

Sage 50Cloud Support, Sage 50 Quantum

Sage 50Cloud Quantum

Sage 50Cloud Premium

Sage 50Cloud Pro

Sage 50 Manufacturing Demo

Sage 50 Manufacturing Demo

What Are the 4 Main Sections?

Schedule your Sage 50 Manufacturing Demo – If you’re a smaller manufacturer with simple manufacturing processes then the functionalities provided by Sage 50 manufacturing software is tailor-made for you. Simple to personalize, the program covers all the important areas of your business which assist you organize your operations as smooth as it could be. Sage 50 Manufacturing actually comprise of four main sections. Let’s talk about them briefly:

Sage 50 Cloud Inventory Items:

The first step is to set up each individual stock item before they can be added to a finished item bill of materials. There is 1 warehouse available in Sage 50 Cloud and each item can be assigned to a single bin location.

Sage 50 Cloud Bill of Materials:

Intended for small & developing manufacturing businesses, Sage 50 Bill of Materials allows users to produce comprehensive bills of materials for items to be made, encompassing a range of components with any number of sub-assemblies. However, each sub-assemblies needs to be built before the finished item is built.

Once each sub-assembly is built and the final assembly is build you can roll up cost for every element.

Sage 50 Cloud Work Tickets:

Work Tickets can be customized and used to provide operational staff a document with all the required components and simple steps process. Sage 50 Work Tickets can also alert you if there is not enough stock to complete finished items during the work ticket edit or review process. It offers all the functions needed for manufacturing firms who work within a repetitive manufacturing. Historical transactions can provide and estimate of profitability for previous finished items. These can be used as a basis for newly created client quotes.

Moreover, it offers enhanced visibility of how to optimize manufacturing, allowing you feel authorized to create changes for better by employing the ‘what if’ tool to observe the effect of quantities estimated to be built.

Sage 50 Cloud Assemblies:

If Work Tickets are not required a simple Assembly process within Sage 50 can be used to complete finished items, roll up the cost of all the components and deplete the raw materials quantity on hand from stock. This is intended for small businesse manufacturing companies that are engaged in continual batch manufacturing with quick turn time.

Give Us A Call For A Sage 50 Manufacturing Demo:

It offers all the practicality needed to deal with material and labor in a busy mixed-mode production environment along with cost roll-up capabilities for profitability by customer and inventory item.

For more information on Sage 50 Cloud Manufacturing Demo

800.475.1047 solutions@jcscomputer.com

www.jcscomputer.com

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Sage 50 Manufacturing Demo normally takes 45 – 60 minutes of time to answer your Sage 50 questions:

With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant.   You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books. Sage Timeslips Demo

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