Sage 100cloud Consultant

Sage 100cloud Consultant formerly Sage MAS 90 / MAS 200

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Why, When, and How to Get the Most from Sage 100cloud Technical Support, Professional Consulting, and Authorized Reseller Training     

Business is moving at a fast, yet different pace these days. While many of your daily demands have likely remained the same, others may have taken on different characteristics. And if they haven’t yet, you’re probably aware that they can and will – usually without notice.

Wouldn’t it be great if you had a coach right within reach whenever a routine task or challenge started getting away from you? Or, better yet, how great would it be to have access to an expert  who understood your business and your operations and could show you how to get the most from your current resources before, during, and after an operational issue disrupts your entire workflow?

Well, here’s the good news. Dedicated, knowledgeable industry experts like that actually exist – and they are only a phone call away.  When you create a  relationship with a professional, dedicated, knowledgeable consultant, trainer, or Authorized Reseller, you’re in effect granting yourself access to the very person who can help guide you through a crisis and help you prevent another one from occurring.

Keep in mind, the operative words are professional and dedicated. When you receive the assistance and attention of a consultant or Authorized Reseller, it is imperative that their product knowledge is presented in the context of how it relates to your particular business challenges, issues, and goals so that is solves your problem.

Now let’s take a look at why, when, and how the support provided by a professional consultant and engaged Reseller can help you get the most from your Sage 100cloud.

From just about Day1, you’ve been fully confident in your decision to upgrade to Sage 100cloud. Your ability to leverage the built-in management organization dashboards made tracking and accessing all of your records and data more efficient than you ever thought possible. In fact, it’s likely that you accessed the expertise of a Sage 100cloud Reseller for some initial training on setting up the software model for optimal performance.

This is certainly one of the most common motivators for bringing in the expertise of a consultant  or trainer. But your initial reason should not be the only reason or the only time that you pursue a consultant’s assistance.

Getting training on how to maximize the features of your accounting software as they apply to your business is a proven method for maximizing your efficiency, accuracy, and workflow.” – Jon Lindquist; Sage 100 ERP Certified Trainer; Accounting Business Solutions by JCS

Sage 100cloud is robust – and there are likely features that you’re not fully utilizing.  That’s understandable because, quite frankly, who has the time, right?

No worries. Accounting Business Solutions by JCS has you covered. We’ve already invested the time and acquired mastery of Sage 100cloud.  These attributes coupled with our customer-centric dedication elevates our relationship even higher. We work with you to assure that the features and benefits of Sage 100cloud are fully applied to your particular business challenges, issues, objectives, and goals.

While Accounting Business Solutions by JCS will always be available to assist you during software upgrade transitions and to resolve any issues or challenges you’re facing, we encourage you to reach out before you’re struggling or having a problem. By taking a proactive approach to getting to know Sage 100cloud, you’ll realize more of its benefits more quickly with far less disruptive trials and errors.

Learn more about our private Sage 100cloud training classes

Sage Timeslips Training

 

What’s New in Sage 100 and Sage 100c 2018

What’s New in Sage 100 and Sage 100c 2018?

Support – Training – Consultant – Reseller

Feature enhancements for the latest updates in Sage

Sage 100 2017.2

Accounts Receivable – Payment Setup Wizard

To help set up credit card and ACH payment processing through Sage Exchange account a payment setup wizard has been added. After setting up your Sage Exchange account, the wizard will guide you through enabling ACH payment processing and credit card processing in Company Maintenance and creating payment types.

Payroll – Sage 100 Direct Deposit Service Processing

Changes were made to the Process Employee Pre-Note and Direct Deposit Transaction Window:

  1. A warning message will appear if you select a batch that has already been sent or has an effective date that has passed
  2. The Select Sent button has been renamed to Select Batches Previously Transmitted and is now at the bottom of the column of button
  3. The Select Not Sent button has been renamed to Select Batches Never Transmitted and has moved to the top of the column of buttons

Sage 100 2017

Global Enhancements

Enhanced Auto-Complete

In previous versions this feature only considered the beginning of the text in the searched fields. Now, when using the updated feature, your search criteria is compared with all words within the searched fields. For example, if you have a customer named Allen’s Appliance Repair and a customer named Appliance Services, typing Appl in the Customer No field results in a list that includes both customers. The number of fields included in the search has been expanded to include the ability to search for vendors by phone number. Try typing the phone number (digits only) in the vendor no. field.

 

Build Search Index Utility

In order to activate the enhanced auto-complete feature, run the Build Search Index utility on the Library Master Utilities menu. If this step isn’t run, the auto-complete will run as it did prior to the enhancement. This utility can be run after creating a new customer, vendor and item records so that the records are indexed and appear in the auto-complete results. When running the utility it updates the index for all of your companies. Use the Task Scheduler to automatically run the indexing utility on a regular basis.

Full Text Search Option in Lookup Windows

A full text option has been added to the Search list in the Lookup windows. When Full Text is selected, search criteria is compared with the data in all columns available in the lookup window. The search criteria must match the beginning of a word. For example, if you have a customer named Market Supplies and another customer named Village Market, if you type Mark in the search results, Village Market will not show up.

Search for Empty Fields in Lookup Windows

Now there is the ability to search for fields that do not contain any value in the lookup windows. Select a field from the Search list then select Is Empty from the operand list then click find.

Maintain Commodity Codes for Miscellaneous and Inventory Items

Maintain a list of commodity codes and associate them with miscellaneous items. Commodity codes are included with the data send when processing level 3 credit card transactions in the Sales Order module.

  • A Commodity Code field has been added to the Main tab in Product Line Maintenance. A Commodity Code check box has been added to the Apply Product Line Information window so that you can apply the code entered in the Product Line Maintenance to the selected Inventory items within the product line.
  • There is a new Commodity Desc field displays the commodity code description in Sales Order Entry and Sales Order Invoice Data Entry.
  • Common Information Setup menu now has Commodity Code Maintenance added. This task can be used to maintain a list of commodity codes and their descriptions. Codes and descriptions are available in the lookup views for Commodity Code fields. Click the Apply button to assign a Commodity Code range of items.
  • Selecting an item in the Sales Order Entry and Sales Order Invoice Data Entry, the code entered in the item’s maintenance task is the default value in the Commodity Code field. This can be changed.
  • The Commodity Code Import Wizard which is available on the Common Information Utilities menu will guide you through importing commodity codes from tab-delimited text files.
  • On the Main tab in Miscellaneous Item Maintenance there has been a Commodity Code fields added. You can create a new code on the fly or enter an existing code.

Larger Font for Selected Reports

Font size used for selected reports has been increased to improve visibility. Reports have previously been viewed in 6 point font but now is 30-40% taller.

Prior and Next Buttons for Calendar Window

Use the Prior and Next buttons to quickly change from month to month on the calendar window.

Cancel Button Available when Printing Reports

Cancel report printing by clicking Cancel button on the message window that appears while the report is processing.

Suppress “Remove Forms” Message

There is now an option in Role Maintenance that allows you to suppress the message that reminds you to replace forms with paper after printing.

Resizable Memo Maintenance Window

Resize the Memo Maintenance window by dragging the lower-right corner of the window.

New Options on Help Ribbon

New buttons on the Help Ribbon include:

  • Create a Support Ticket
  • Access Sage 100 Knowledgebase
  • Start a chat session with Sage 100 Tech Support

Accounts Receivable

You can now enter ACH payments in the following tasks:

  • Repetitive Invoice Entry
  • Cash Receipts Entry
  • Accounts Receivable Data Entry

This feature is enabled when you have Sage Payment Solutions account that is set up for ACH payments. Enable the feature on the Payments tab in the Company Maintenance and set up ACH payment types in Payment Type Maintenance. Some fields, tasks and tabs have been renamed to reference ‘payments’ instead of ‘credit cards’. Details in the following sections.

ACH Payment Processing

ACH payments are submitted to the Sage Payments Solutions as part of the Cash Receipts Journal and Accounts Receivable Sales Journal update process. They cannot be processed individually.

Data Entry Tasks

The following changes were made in the data entry tasks

  • ACH Payment related fields have been added to the Cash Receipts Deposit window and the Cash Receipts Entry Header tab.
  • The Credit Card tab has been renamed to the Payment tab. Fields related to ACH payments have been added. The Payment ID field has replaced the Credit Card ID field.
  • The Fix button is now available on the Payment tab based on the Allow to Override ACH Payment Transaction security event in Role Maintenance.

Reports and Listings

  • Print a customers’ ACH payment information has been added to the Customer Listing task window. The last 4 digits of the bank account appear in the listing.
  • Credit Card Settlement Report has been renamed to Credit Card and ACH Settlement report to include ACH payments on the report.
  • The last 4 digits of the bank account appear for ACH payments on the Deposit Transaction Report

Maintenance Tasks

  • Now you are able to select ACH Payment as the payment method when in the Payment Type Maintenance
  • An ACH account field now displays in Invoice History Inquiry which displays the last 4 digits of the ACH payment bank account for invoices with ACH Payments. The Payment Information button has replaced the Credit Card Information button and will open a new Payment Information window to view additional details about the payment.
  • ACH payments now appear in the secondary grid on the Customer Maintenance Invoices and Transactions tabs.
  • On the Customer Maintenance Additional tab, the Payment ID field has replaced the Card ID field
  • Customer Credit Card Maintenance window has been renamed Customer Credit Card and ACH Payment Maintenance

Changing Transaction Information

Allow to Override ACH Payment Transactions has been added for security. This security event enables the Fix button on the Payments tab in A/R Invoice Data Entry and Cash Receipts Entry which allows users to update payment transaction information.

Bank Reconciliation

Following check boxes have been added to the Bank Reconciliation Report task window:

  • Keep Window Open After Preview
  • Keep Window Open After Print

Improved Export to Excel or Financial Reports

The Excel file is easier to view and manipulate when exporting Bank Reconciliation reports. Minimum font size 8 points and empty columns and rows are minimized.

Customer Relation Management

Now included with Sage 100 is Sage CRM 7.3. To obtain information on what’s new in this version, see Sage CRM 7.3 SP3 Release Notes. This document is available in the Documentation link in the Sage CRM installation program. On the Auto run screen that appears, click the Documentation link when you start the Sage CRM installation.

Library Master

After selecting a role in Role Maintenance, you can click the Search button and enter search criteria. Matching security events, tasks and module options appear and you can select one to go to its location on the applicable tab.

Sales Order

Enter ACH payments in Sales Order Entry and S/O Invoice Data

A Sage Payment Solutions account is set up you can enable this feature.

 

For more information on Sage 100, Sage 100c 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

Like us on Facebook  and follow us on Twitter

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TAGS: Sage 100, Sage 100c, Sage 100 Support, Sage 100c Support, Sage 100 Consultant, Sage 100c Consultant, Sage 100 Reseller, Sage 100c Reseller, Sage Features, Sage 100 Features, Sage 100 Enhancements, Sage 2017, Sage Training, Sage Consultant

Sage Fixed Assets Premier – WINFAS Admin Changes – 800.475.1047 – Support – Consultant – Training – Reseller

Sage Fixed Assets Premier – WINFAS Admin Changes – 800.475.1047 – Support – Consultant – Training – Reselle

Sage Fixed Assets 2018.0 includes a security update to the Premier product line as well as a new Android mobile scanner app.

For partners that currently access Sage Fixed Assets Premier’s data using WINFAS administrator password should contact Sage Fixed Assets Support for information regarding the new change. This change only affects the Premier product and does not affect Guest Read-Only access (WINFASGUEST). There will be no impact to existing reporting capabilities. Partners that are currently accessing Sage Fixed Assets Premier’s database using the WINFAS administrator password should notice the security update. It is recommended partners contact Sage Fixed Assets support for more information or contact JCS at 800.475.1047.

All Sage Fixed Assets Premier customers benefit from the enhanced database security except customers and anyone accessing the asset database using the read-only access (WINFASGUEST).

For more information on Sage Fixed Assets Premier 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

Like us on Facebook  and follow us on Twitter

Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

Scanco Software announces acquisition of Sage Manufacturing/JobOps Modules – 800.475.1047 – Training – Support – Consultant – Reseller

Scanco Software announces acquisition of Sage Manufacturing/JobOps Modules – 800.475.1047 – Training – Support – Consultant – Reseller

FOR IMMEDIATE RELEASE
Lauren LaMantia
800.475.1047

SARASOTA, FL – August 8, 2017 – Scanco Software LLC, a leader in Manufacturing Automation Solutions and Warehouse Management announced the acquisition of Synergistic Software LLC, developers of Sage Manufacturing/JobOps Modules for Sage 100 and Sage 100c ERP Software. Synergistic Software founded in 1983 outside of Minneapolis, MN delivers Sage 100 users the best-of-breed manufacturing technology through its JobOps and comprehensive Field Service and Dispatch Module. Sage Software chose Synergistic Software’s manufacturing technology for Sage 100c under the Sage Manufacturing Brand. Synergistic Software has always been among selected few of a group for Master Developers for Sage and the Sage Partnership Community.

We are thrilled to welcome the Synergistic team to our company” says Tess Boros, Partner at Scanco. “Scanco was recently recognized as a ‘Top 25 Logistics Technology Solution Provider’ for 2017 by CIO Applications and this acquisition is consistent with our strategy of combining world-class technology and service companies. This acquisition strongly strengthens Scanco’s position as the premier provider of manufacturing software for the entire sage 100 market” says Boros.

After our 2016 acquisition of JDB Solutions, our next step was to incorporate Sage Manufacturing/JobOps into our manufacturing suite of products,” says Shaun Boros, Partner at Scanco. “This acquisition cements Scanco’s position in the Sage 100 market space for all things distribution and manufacturing. We really have built an amazing portfolio of products for the Sage 100 community and look forward to growing all of them with Sage well into the future. This is a key acquisition for Scanco and more importantly, the Sage 100 users.”

“We are very excited about this acquisition and the future of Sage Manufacturing/JobOps under Scanco,” comments Joe Bisaha, Director of Manufacturing for Scanco. “I have worked with JobOps for the last 20 plus years and they are a perfect fit for us moving forward. We have implemented and developed some incredible mobile and shop floor solutions for the Sage channel. This acquisition enables us to provide so many more new and exciting integrated solutions for both mobile and Sage Manufacturing/JobOps customers. Our customers have always been our top priority, and this is going to allow all of the Sage Manufacturing/JobOps customers access to expand their operations with top-tier apps and services from Scanco.”

About Accounting Business Solutions by JCS

Accounting Business Solutions by JCS provides software technical support and training for Sage Software products including Sage 50 (formerly Peachtree), Sage 100 (formerly MAS 90/200), Sage 100 Advanced, ACT!, Timeslips, and Intuit QuickBooks. In addition, JCS specializes in integration between accounting applications and 3rd party add-ons including e-commerce shopping carts, point of sale and barcode systems and customer relationship management applications. Accounting Business Solutions by JCS provides installation, training – online, your site or our training center, technical support, online, on-site or by phone.

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

Like us on Facebook  and follow us on Twitter

Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

Sage 50 Sage 100 QuickBooks – Accounting Business Solutions by JCS Expands adding a new office in Charleston, South Carolina 800.475.1047 – Support – Training – Consultant – Reseller

Sage 50, QuickBooks Sage 100 Expands to Charleston, South Carolina

FOR IMMEDIATE RELEASE
Lauren LaMantia
800.475.1047

Charleston, South Carolina  – Accounting Business Solutions by JCS the nation’s leading premier provider of technical support and training for Sage Software, Intuit QuickBooks, MiSys, JobOps, Point of Sale, Timeslips, Advanced Reporting and Bar coding announced the addition of a new office in Charleston, South Carolina. A drastic increase in demand for the company’s training and services to the small-medium business market necessitated the addition of the new office.

“Accounting Business Solutions by JCS always strives to provide highest quality training and support to its customers”, said Jennifer O’Brien, President, Accounting Business Solutions by JCS “Our new Facility in Charleston, South Carolina will provide expanded consulting services to our South Carolina based clients”.

About Accounting Business Solutions by JCS

Accounting Business Solutions by JCS provides software technical support and training for Sage Software products including Sage 50 (formerly Peachtree), Sage 100 (formerly MAS 90/200), Sage 100 Advanced, ACT!, Timeslips, and Intuit QuickBooks. In addition, JCS specializes in integration between accounting applications and 3rd party add-ons including e-commerce shopping carts, point of sale and barcode systems and customer relationship management applications. Accounting Business Solutions by JCS provides installation, training – online, your site or our training center, technical support, online, on-site or by phone.

QuickBooks Sage 50 and Sage 100 Charleston. 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

Like us on Facebook  and follow us on Twitter

Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

Usability Enhancement Sage 100 2017 – 800.475.1047 – Support – Training – Consultant – Reseller

Usability Enhancement Sage 100 2017 – 800.475.1047 – Support – Training – Consultant – Reseller

Maintain Commodity Codes for Misc. and Inventory Items

Now you have the ability to maintain a list of commodity codes and associate them with inventory and miscellaneous items. Commodity codes are included with data sent when processing level 3 credit card transactions in the Sales Order module. Sage has also expanded the number of new fields, maintenance screens, and other functionality to support the new commodity codes with the ability to import existing codes from tab-delimited text files.

Enhanced Auto-Complete Search

Previously, Sage 100 had only considered the beginning of text in search fields. Now, when using the improved auto-complete feature in Sage 100 your search criteria is now compared with all words in the search field.

For example, if you have a customer named Alan’s Appliance Service and a customer names Appliance Repairs, typing ‘Appl’ in the Customer No. field results in the list include both customers.

Additionally, the number of fields being searched and scanned has also been expanded to include a vendor phone number when typed into the Vendor No. field.

Other Enhancements

Resizable Memo Maintenance – dragging the lower right corner of the Memo Maintenance window will give yourself more wiggle room for reading and creating memos.

Larger Font for Selected Reports – 30% – 40% increase on several reports to improve readability.

Cancel Report Printing – you now have the ability to cancel report printing by clicking the Cancel button on the message window that will appear when the report is being processed.

Prior & Next Buttons on Calendar – this allows to navigate quickly when changing from month to month.

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

Like us on Facebook  and follow us on Twitter

Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

Purchase Agent 2017 Now Available – 800.475.1047 – Training – Support – Consultant – Reseller

Purchase Agent 2017 Now Available – 800.475.1047 – Training – Support – Consultant – Reseller

Sage 100, Sage 100c 2017 Versions 5.40.0 & 5.40.1.0

This module allows for identifying items that need to be purchased over a given planning period providing an easy method for buyers to quickly view shortages and generate purchase orders. This module evaluates the following information to determine recommended quantities to be purchased:

  • Material Requirements Planning projections
  • Work Order material requirements
  • Current on hand inventory
  • Sales Order item demands
  • Purchase Order incoming quantities
  • Work Order finished products and subassemblies
  • Reorder point quantities and the minimum order quantities defined in Inventory Management

Benefits of the Purchase Agent:

  • Only order what is needed to satisfy Sales Orders to optimize cash flow
  • No missed promise dates with material shortages
  • Have inventory ordered when needed and avoid expedite fees
  • Maximize purchase power with the ability to consolidate items/orders
  • Capture accurate costing with automatic generation of purchase orders
  • View all pertinent data
  • Streamline purchasing
  • Retain full control with flexible options that fit your business

Modules needed to use the Purchase Agent Module

  • Library Master
  • Inventory Management
  • Accounts Receivable
  • Sales Order
  • General Ledger
  • Purchase Order
  • Accounts Payable

The Work Order, Bill of Materials and Material Requirements Planning modules may be installed and activated but not required to use the Purchase Agent Module.

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

Like us on Facebook  and follow us on Twitter

Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

 

What’s New in Sage 100 – 800.475.1047 – Support – Training – Consultant – Reseller

What’s New in Sage 100 – 800.475.1047 – Support – Training – Consultant – Reseller

Feature enhancements for the latest updates in Sage

Sage 100 2017.2

Accounts Receivable – Payment Setup Wizard

To help set up credit card and ACH payment processing through Sage Exchange account a payment setup wizard has been added. After setting up your Sage Exchange account, the wizard will guide you through enabling ACH payment processing and credit card processing in Company Maintenance and creating payment types.

Payroll – Sage 100 Direct Deposit Service Processing

Changes were made to the Process Employee Pre-Note and Direct Deposit Transaction Window:

  1. A warning message will appear if you select a batch that has already been sent or has an effective date that has passed
  2. The Select Sent button has been renamed to Select Batches Previously Transmitted and is now at the bottom of the column of button
  3. The Select Not Sent button has been renamed to Select Batches Never Transmitted and has moved to the top of the column of buttons

Sage 100 2017

Global Enhancements

Enhanced Auto-Complete

In previous versions this feature only considered the beginning of the text in the searched fields. Now, when using the updated feature, your search criteria is compared with all words within the searched fields. For example, if you have a customer named Allen’s Appliance Repair and a customer named Appliance Services, typing Appl in the Customer No field results in a list that includes both customers. The number of fields included in the search has been expanded to include the ability to search for vendors by phone number. Try typing the phone number (digits only) in the vendor no. field.

Build Search Index Utility

In order to activate the enhanced auto-complete feature, run the Build Search Index utility on the Library Master Utilities menu. If this step isn’t run, the auto-complete will run as it did prior to the enhancement. This utility can be run after creating a new customer, vendor and item records so that the records are indexed and appear in the auto-complete results. When running the utility it updates the index for all of your companies. Use the Task Scheduler to automatically run the indexing utility on a regular basis.

Full Text Search Option in Lookup Windows

A full text option has been added to the Search list in the Lookup windows. When Full Text is selected, search criteria is compared with the data in all columns available in the lookup window. The search criteria must match the beginning of a word. For example, if you have a customer named Market Supplies and another customer named Village Market, if you type Mark in the search results, Village Market will not show up.

Search for Empty Fields in Lookup Windows

Now there is the ability to search for fields that do not contain any value in the lookup windows. Select a field from the Search list then select Is Empty from the operand list then click find.

Maintain Commodity Codes for Miscellaneous and Inventory Items

Maintain a list of commodity codes and associate them with miscellaneous items. Commodity codes are included with the data send when processing level 3 credit card transactions in the Sales Order module.

  • A Commodity Code field has been added to the Main tab in Product Line Maintenance. A Commodity Code check box has been added to the Apply Product Line Information window so that you can apply the code entered in the Product Line Maintenance to the selected Inventory items within the product line.
  • There is a new Commodity Desc field displays the commodity code description in Sales Order Entry and Sales Order Invoice Data Entry.
  • Common Information Setup menu now has Commodity Code Maintenance added. This task can be used to maintain a list of commodity codes and their descriptions. Codes and descriptions are available in the lookup views for Commodity Code fields. Click the Apply button to assign a Commodity Code range of items.
  • Selecting an item in the Sales Order Entry and Sales Order Invoice Data Entry, the code entered in the item’s maintenance task is the default value in the Commodity Code field. This can be changed.
  • The Commodity Code Import Wizard which is available on the Common Information Utilities menu will guide you through importing commodity codes from tab-delimited text files.
  • On the Main tab in Miscellaneous Item Maintenance there has been a Commodity Code fields added. You can create a new code on the fly or enter an existing code.

Larger Font for Selected Reports

Font size used for selected reports has been increased to improve visibility. Reports have previously been viewed in 6 point font but now is 30-40% taller.

Prior and Next Buttons for Calendar Window

Use the Prior and Next buttons to quickly change from month to month on the calendar window.

Cancel Button Available when Printing Reports

Cancel report printing by clicking Cancel button on the message window that appears while the report is processing.

Suppress “Remove Forms” Message

There is now an option in Role Maintenance that allows you to suppress the message that reminds you to replace forms with paper after printing.

Resizable Memo Maintenance Window

Resize the Memo Maintenance window by dragging the lower-right corner of the window.

New Options on Help Ribbon

New buttons on the Help Ribbon include:

  • Create a Support Ticket
  • Access Sage 100 Knowledgebase
  • Start a chat session with Sage 100 Tech Support

Accounts Receivable

You can now enter ACH payments in the following tasks:

  • Repetitive Invoice Entry
  • Cash Receipts Entry
  • Accounts Receivable Data Entry

This feature is enabled when you have Sage Payment Solutions account that is set up for ACH payments. Enable the feature on the Payments tab in the Company Maintenance and set up ACH payment types in Payment Type Maintenance. Some fields, tasks and tabs have been renamed to reference ‘payments’ instead of ‘credit cards’. Details in the following sections.

ACH Payment Processing

ACH payments are submitted to the Sage Payments Solutions as part of the Cash Receipts Journal and Accounts Receivable Sales Journal update process. They cannot be processed individually.

Data Entry Tasks

The following changes were made in the data entry tasks

  • ACH Payment related fields have been added to the Cash Receipts Deposit window and the Cash Receipts Entry Header tab.
  • The Credit Card tab has been renamed to the Payment tab. Fields related to ACH payments have been added. The Payment ID field has replaced the Credit Card ID field.
  • The Fix button is now available on the Payment tab based on the Allow to Override ACH Payment Transaction security event in Role Maintenance.

Reports and Listings

  • Print a customers’ ACH payment information has been added to the Customer Listing task window. The last 4 digits of the bank account appear in the listing.
  • Credit Card Settlement Report has been renamed to Credit Card and ACH Settlement report to include ACH payments on the report.
  • The last 4 digits of the bank account appear for ACH payments on the Deposit Transaction Report

Maintenance Tasks

  • Now you are able to select ACH Payment as the payment method when in the Payment Type Maintenance
  • An ACH account field now displays in Invoice History Inquiry which displays the last 4 digits of the ACH payment bank account for invoices with ACH Payments. The Payment Information button has replaced the Credit Card Information button and will open a new Payment Information window to view additional details about the payment.
  • ACH payments now appear in the secondary grid on the Customer Maintenance Invoices and Transactions tabs.
  • On the Customer Maintenance Additional tab, the Payment ID field has replaced the Card ID field
  • Customer Credit Card Maintenance window has been renamed Customer Credit Card and ACH Payment Maintenance

Changing Transaction Information

Allow to Override ACH Payment Transactions has been added for security. This security event enables the Fix button on the Payments tab in A/R Invoice Data Entry and Cash Receipts Entry which allows users to update payment transaction information.

Bank Reconciliation

Following check boxes have been added to the Bank Reconciliation Report task window:

  • Keep Window Open After Preview
  • Keep Window Open After Print

Improved Export to Excel or Financial Reports

The Excel file is easier to view and manipulate when exporting Bank Reconciliation reports. Minimum font size 8 points and empty columns and rows are minimized.

Customer Relation Management

Now included with Sage 100 is Sage CRM 7.3. To obtain information on what’s new in this version, see Sage CRM 7.3 SP3 Release Notes. This document is available in the Documentation link in the Sage CRM installation program. On the Auto run screen that appears, click the Documentation link when you start the Sage CRM installation.

Library Master

After selecting a role in Role Maintenance, you can click the Search button and enter search criteria. Matching security events, tasks and module options appear and you can select one to go to its location on the applicable tab.

Sales Order

Enter ACH payments in Sales Order Entry and S/O Invoice Data

A Sage Payment Solutions account is set up you can enable this feature.

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 100 – Questions for your Network Server – 800.475.1047 – Training – Support – Consultant – Reseller

Sage 100 – Questions for your Network Server – 800.475.1047 – Training – Support – Consultant – Reseller

While this list can be extensive, it is extremely important to have more information to purchase, upgrade, or update your Network Server adequately to meet your businesses current needs and future needs.

  1. Do you have a current server?
  2. Is the new server replacing your current server or is it in addition to your current server dedicated to Sage 100?
  3. What are the specifications of your current server?
    1. CPU –
    2. Memory –
    3. Disc Space (total and available) –
    4. Backup Technology currently in place –
  4. Are the workstations members of the domain or running as peer-to-peer?
  5. Is the server running Active Directory Domain Services or acting as a Member Server?
  6. What services are currently configured on the server?
    1. Examples: DNS, SHCP, File Sharing, Network Printing, Terminal Services, Email, etc.
  7. Are you using any network-accessible or network-wide applications?
    1. Example: Server-managed anti-virus software to monitor connected workstations
  8. How many workstations are on the network, potentially accessing resources of the server?
    1. Example: Access to shared folders, network printing services, managed anti-virus software, etc.
  9. How many users are on the network?
    1. This could be differ depending on multi-user PC’s, multiple shifts, etc.
  10. What backup technology are you using?
    1. Examples: Removable hard drive, tape/cartridge, cloud solution, etc.
  11. What is your backup schedule and policy?
    1. Examples: Every night, once a week, full or incremental backups, month-end archives, etc.

 

Questions related to your networking environment that may or may not have impact on your server

  1. Who is your internet server provider?
  2. What are you upload/download speeds?
  3. What equipment and/or technology are you using for perimeter security?
    1. Examples: Firewall, routers, etc.
    2. Cisco, Sonicwall, ISP-Provided, etc.
  4. What equipment do you use for your network topology?
    1. Examples: switches, print servers, wireless access, etc.
    2. Are they Switch(es) 100mbps or Gigabit speed?
  5. Do you have any peer-to-peer networking or only client-server?
    1. Examples: Peer-to-Peer – engineering can access secretary’s hard drive or printer. Client-Server – only device providing resources is the server

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

Like us on Facebook  and follow us on Twitter

Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

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