CRM software has become synonymous with managing sales and customers. But service and equipment records may not be the first thing that jumps to mind when you think of what Sage CRM typically tracks. However, it's surprisingly easy and we'll show you how in this article.
A recent release of Sage X3 improved efficiency of the financial management process by automatically generating the transaction matching open items or unbalanced operations when importing bank statements (MT940). In this article, we’ll take a closer look at this new functionality that is available as of Sage X3 Version 11.
Most companies won’t quite be ready to close the books before starting to post new transactions in 2018. That’s where the Year End Simulation feature in Sage X3 can come in handy.
It's used in cases where the previous fiscal year must remain open for a period of time into the new year. Performing a year-end simulation will roll forward the ending balances for the Balance Sheet accounts without creating the closing journal entries or permanently closing the Fiscal Year.
By simulating the close, monthly statements will include the correct opening balances until the previous Fiscal Year is ready to be closed and retained earnings calculated.
Let's take a look at recent news and happenings around the Sage channel including:
A long time in the making, Sage 100 Payroll 2.0 (aka "Payroll 2018") is the next-generation payroll module that has been totally revamped, modernized, and re-imagined to improve performance and user experience. Since Payroll 2.0 represents such a significant change, we wanted to introduce you to a few how-to videos that should help you with a smooth transition from the legacy payroll module in Sage 100.
While using Sage 300 (aka Accpac), you may discover that the 1099 codes or amounts you've recorded for an accounts payable vendor need to be edited or adjusted (especially during year end processing). The following steps show you how to change 1099 codes or amounts in Sage 300.
Sage 100 and 100c Version 2018 are now available. This newest version of the software includes enhancements for Job Cost, warehouse management, bar coding, and a new spell check feature for comments, memos and messages that print on forms. In addition, the long-anticipated Payroll 2.0 is now available. Let’s take a closer look at this newest version of Sage 100.
Note: Some of the features discussed in this article are for Sage 100c only.
Following the recent Sage acquisition of Intacct, we're excited to announce that we've now added a new Sage Intacct Partners page to our online directory. The top-sage-resellers.com directory features Sage partners in the U.S. and Canada and across product lines including Sage 50, Sage 100 (MAS 90), Sage 300 (Accpac), Sage X3, Sage Construction Software, and now Sage Intacct.
Sage 300 Construction and Real Estate (CRE) Version 17.1 is now available. This is one of the most significant new releases in a long time and it represents the first major milestone in the re-architecture of the software which will take place over the next several years. Here’s a closer look at why this release of Sage 300 CRE is so important.
For many businesses, Microsoft Outlook is an indispensible tool for communication. In this article, we’ll show you how to combine the power of Sage CRM with Outlook so you can take control of all tasks, contacts, and appointments no matter which application you use most often.