Blog

9
Jun

Smarter Remote Working with Sage 300

We know that many of you have been forced to change the way you work due to COVID-19 lockdowns. With staff working from home, maintaining productivity is a challenge that we and our partners can identify with. In this webinar we where joined by Orchid Systems, developers of fully integrated Sage 300 add-on modules used by over 5,000 businesses around

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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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5
Jun

Sage CRM Tips & Tricks – Reports PART 2

As we’ve seen in Part 1 of our Sage CRM Report Blog, Views are where the data comes from. It is therefore essential to understand them and know how to get the best out of them. By now you will realise that a column you need might not be available for a report when you try to select it. This

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27
May

Sage X3 – Advanced Selection Option

Getting more out of Advanced Selections How to Use Advanced Selections to Speed Up Finding Data The advanced selection option can be used to create custom filters which can be saved and reused.  This helps users quickly filter the left list to reduce the amount of data and make it easier to locate the information they are searching for. The

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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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23
May

Sage Intacct – Shortcut Keys

Most Useful Shortcut Keys There are a lot of shortcut keys that can be helpful whilst using Sage Intacct, you can download a full list on this thread. After using Intacct and speaking to users we have compiled a short list of the ones we find most useful. Alt S : Save this record  (utmost important ) Tab: Moves the
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14
May

Budgeting and Forecasting in Sage300

There are a few tools available but the one I would give serious thought to would be to use Info-Explorer from Orchid Systems. What is it? Info-Explorer is a versatile, intuitive tool providing affordable Business Intelligence, with features normally only available to very large companies. Employ it just for its analysis power, or to prepare detailed budgets and forecasts, from

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14
May

Contra AP and AR entries

AR-AP Settlements for Sage 300 (A/O) allows the settlement of open Receivable documents with open Payabledocuments, or vice versa. This is useful when the same company is defined as an A/R Customer as well as an A/PVendor in Sage 300.AR-AP Settlements for Sage 300 optionally allows One Sided Settlements when you settle open documents inReceivables against each other or open

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27
Apr

Wage Easy – JobKeeper

Wage Easy – JobKeeper   With the deadline for companies to register their intent to claim the JobKeeper payments fast approaching and so much overwhelming information, it is understandable that there are concerns and questions. Here we hope to answer some of the current concerns So just what exactly do Employers need to do? The first thing is to make

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22
Apr

Life gets easier with new Excel features

Background I’ve spent a portion of my time helping colleagues and clients transform and manipulate data in Excel. Coming from a software development background I’m quick to open the VBA editor and start coding to solve the problem. Thankfully each release of Excel Microsoft adds new features making my task easier and empowers the end user to perform these tasks

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