Sage ERP Accpac:What’s NewTips & Tricks

Randy Bacchus

“Client Speak” Translated“Why can’t I find anything in this system?”

“Why do I have to tab 15 times across to get to the column I need?”

“Why can’t I get to where I’m going faster?

= NAVIGATION

NAVIGATION: Did you know?• The power to manage screens is in your hands.– Finder customization– Container (grid) customization– UI customization

• The v6.0 Portal makes it easy to navigate.– Menus, tabs and My Shortcuts– Creating multiple snapshots– Opening multiple windows

“Client Speak” Translated“I’m swamped entering the same transactions month after month.”

“Why can’t I just click a button and have everything entered?”

“How can I speed up data entry?”

= TRANSACTION PROCESSING

TRANSACTIONS: Did you know?• There are ways to speed up data entry.– Shortcut keys– Reminders– Auto-clear on entry screens

• There are tools to help with data entry.– Cash processing– Budget macro– Import/Export

“Client Speak” Translated“Why don’t I see that in the G/L?”

“Printing my source journals is the only way I can find my transactions.”

“Where do my transactions go?”

= TRANSACTION FLOW

TRANSACTION FLOW: Did you know?• It isn’t always a miracle that things end up in

the G/L.– G/L Integration settings– Other transaction flow settings (eg. Day End

Processing)

• Drilldown does not require a real drill.– Drilldown on inquiry screens– Drilldown on transaction entry screens– Drilldown on reports

“Client Speak” Translated“All I want is a simple report.”

“Why can’t I get the information I want out of this system?”

“Which report shows me this?”

= REPORTING

REPORTING: Did you know?• There are ways to access reports faster.– File|Print– Print Preview Finder– Save Settings

• Custom reports can be created without a PhD.– Inquiry windows and Source Journals– Sage Accpac Inquiry– Sage Accpac Intelligence free license

“Client Speak” Translated“Why is it so hard to manage my collections?”

“I wish I could send a letter to all my customers.”

“Why can’t the system tell me when I need to call someone?”

= CUSTOMER RELATIONS

CUSTOMER RELATIONS: Did you know?

• Emailing is easy, LOL.– Email functionality– Emailing multiple contacts– ODBC mail merge

• CRM = Customer Relationship Management– SageCRM free license– v6.0 Quote to Order workflow in SageCRM

Questions?Thank you for attending this session.

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Contact Information:Randy Bacchus randy.bacchus@sage.com 800.463.4147 x55836 www.sageu.com

BAASS Business Solutions sales@baass.com 866.260.5302 www.baass.com