Tag: Sage

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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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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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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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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26
Mar

The logical connection date is not the same as the date required for the connection

Its a new year and support calls are coming in all with the same error when logging into the system. Warning: the logical connection date is not the same as the date required for the connection. ENDDAT parameter is not authorized for connections with a logical date greater than 31/12/17. DESCRIPTION “Warning: the logical connection date is not the same

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