There are times when it's useful to view financial information – such as transactions or records – in a list format. That's where the Lists feature in Sage Intacct comes in, enabling you to sort, filter, and even create new lists to view only the items that are most important to you. Let's take a closer look at how to create customized filtered list views in Sage Intacct.
Sage CRM is ideal for companies that want to streamline processes between departments or provide customer-facing staff with financial information, including the ability to create orders through the Sage CRM interface that pass through to the Sage accounting system. The Sage CRM workflow engine and ability to integrate with accounting are both very powerful.
But is Sage CRM a good fit for small businesses? Let's examine that question a little more closely.
Leaves turn, snow falls, and seasons change. But did you know that your customer collections strategies may also need to change accordingly? Businesses, too, experience slow and busy "seasons" or cycles throughout the year that can have a major impact on how willing and able they are to pay your invoices. In this article, we'll share some tips for navigating business cycles to minimize impact on accounts receivable collections and and cash flow.
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.
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.
While the role of a credit manager is variable in its scope, he or she is usually charged with managing the credit department and make decisions concerning credit limits, acceptable levels of risk, and terms of payment to their customers – in other words, reducing bad debt and collecting on customer invoices due. In this article, we’ll examine 3 metrics that are critical in helping credit mangers do just that.
Valuable lessons for accounts receivable and collections management can come from some unusual places. Any parent who has raised kids may recognize the defiant behavior that some customers display when called on by your collections department. So let’s take a look at 5 important lessons about A/R collections that some of you may have already learned as a parent – and how they can be applied in your business.
Sage CRM is different than other leading CRM applications as it is extremely configurable and open ended. Every company I have ever worked with uses it differently. However, the possibilities and differences that Sage provides are not always obvious or apparent. In this article, we'll focus on 3 difference-making features that will help you understand why Sage CRM is so powerful.
Inventory experts share what they’ve learned over decades of working on the problems of optimal replenishment. After working with thousands of companies over decades, the team behind Sage Inventory Advisor has learned these three fundamental truths about inventory planning which we share in this article.
If you run a business, these three things probably apply to your customers:
If you’re not offering them an option for customer self-service, you are missing out on a golden opportunity to make your business more efficient and provide a better customer experience.
And the best way to do that is providing a customer portal that’s integrated with your Sage ERP system.
Even if you don’t sell physical products online (you know, like Amazon), you’ll still see amazing efficiency gains and cost-savings from a Sage-integrated customer portal.
Here are 3 reasons why.