Cliff van der Poll

24
Nov

Introducing Sage 300 Version 2021

WHAT’S NEW IN THE LATEST RELEASE Sage 300 2021 (and Sage 300cloud 2021) was released on September 14, 2020. Here’s a look at what’s new in this latest version that includes a range of new features to streamline workflow along with security enhancements to keep your data safe. Send Invoices and Accept Payments Faster Sage has partnered with both PayPal and Stripe to help you

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10
Jul

Manage Collections Faster with More Information At Hand

TaiRox CRM and Collections Manage Overdue Invoices to Improve Cash Flow Create overdue invoice records with customer-specific grace periods. Update overdue records daily. Email stage-specific payment reminders when overdue invoices move to the next stage. Watch: https://youtu.be/TsMjcHUfW6A See an enhanced, lightning-fast Aged Trial Balance See an ATB that flags unapplied cash, disputed invoices and collections cases. Filter by customer groups and
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7
Jul

What’s new in Sage 300 2020

What’s new in Sage 300 2020 Sage 300 classic screens improvements This release includes the following new features and improvements in Sage 300 classic screens: Improved help. We’ve updated Sage 300 help to make it easier for you to find important information and instructions: Search results are more relevant and include topic excerpts to help you find what you’re looking

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6
Jul

6 best practices when writing reports

We recommend the following six best practices when writing your reports: Use cell references to enter data into formulas. Using cell references in formulas allows the formula to update when the data is changed at a later date, without having to manually edit each formula. This method makes modifying and maintaining your worksheet easier. Use account ranges in your reports to ensure new accounts

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6
Jul

How Licenses are Assigned within Sage Intelligence Reporting

Sage Intelligence Reporting uses a Workstation Licensing model. Almost every Sage solution comes with at least one Report Manager license. That license, and additional licenses you buy, are managed through the License Manager module. The License Manager is a module that is available to all Sage Intelligence users. It allows you to see which users and workstations are consuming Report Manager and Report Viewer licenses and their module configuration.

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6
Jul

Excel Tips and Tricks

How to add bullet points to a field in Excel Using Excel, have you tried to add a bullet point within a field to stack numbers, sentences or phrases?  Adding a bullet point helps the reader to see each point clearly rather than viewing several run-on sentences or numbers.  Here are a few easy steps to add bullets within a

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23
Jun

What is E-Invoicing and how does it work ?

E-Invoicing (PEPPOL) Currently the ATO is getting ready for E-Invoicing and solutions are being developed now. They expect them to be available in the Australian market in the second half of 2020. A demo is available to view at the ATO website. The current experience is where you go into your software, you generate an invoice from the software, but

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18
Jun

Make Audit Preparation a Year-Round Effort

Whether you close the books daily, monthly, quarterly, or just once per year, maintaining up to date auditable financial records is good accounting practice and smart business sense. Regular reconciliation of the bank accounts is critical, but to prove the material accuracy of your financial statements, you should have auditable evidence to support every line item on the balance sheet

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6
Jun

Using expressions in Sage Intelligence Reporting

An expression in Sage Intelligence Reporting is a selection from the available fields of a data source, that either become columns in the Excel report or provide filtering assistance. Expressions reside in the Container within the Connector and can be modified or created. In the Connector, when you click on a Container, you will see the list of expressions –

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26
May

How to convert a Sage 300 FR Report to Sage Intelligence

To get some of the legalities out the way, please note that this guide is provided ‘as is’ to assist with the conversion process and is not supported by Sage ERP Support as per Sage Support Coverage terms. This document is also not intended to serve as a guide to Sage 300 Financial Reporter or Sage IntelligenceReporting. You are required

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