sage 100 paperless office
DESCRIPTION
Save time, money, and the environment by using the paperless office capabilities provided to you in Sage 100 ERP (formerly Sage ERP MAS 90 and 200). Improve communications and save postage by efficiently emailing and faxing documents to your customers, prospects, vendors, resellers, and employees in the same office or remote locations.TRANSCRIPT
Sage 100 ERP
B E N E F I T S
• Gogreen—savetime,money,andtheenvironment
• Improvecommunicationswithimmediateelectronicdeliverybyemailorfax
• Savepostagecostsbydistributingelectronically
• Increaseefficiencieswitheasyaccesstoarchivedfiles
• Enhancedocumentsecurity
• Saveofficespacewithelectronicdocumentarchival
Paperless Office
Savetime,money,andtheenvironmentbyusingthepaperlessofficecapabilitiesprovidedtoyouinSage100ERP(formerlySageERPMAS90and200).Improvecommunicationsandsavepostagebyefficientlyemailingandfaxingdocumentstoyourcustomers,prospects,vendors,resellers,andemployeesinthesameofficeorremotelocations.Gogreenbyutilizingthepowerfulpaperlessofficefeatures—you’llreducepapercostsandhelptheenvironmentbyeliminatingtheneedtousestacksofpaper,printlengthyreports,andwastepreciousofficespaceforstorage.WithPaperlessOffice,youcanquicklyandeasilyfindfiles,viewreportsandforms,andprintonlythepagesyouwant.And,whenyouneedthemagain,retrievethemfromthearchivesusingintuitivesearchandsorttools,reducingthetimeyouandyouremployeesspendsearchingthrougholdfilesandreports.
PaperlessOfficecanextendthereachofdocumentstomultiplepeopleinseparatelocations,wheretheycanbeaccessedquicklyandsimultaneously.Inaddition,thepowerfulelectronicformsdeliverycapabilitiesallowSage100ERPuserstoemailorfaxdocumentsonatimelybasistovendorsandcustomers,whichultimatelyimprovesbusiness-to-businesscommunications.
GainbackofficespacebystoringyourdocumentselectronicallyusingSage100ERPPaperlessOffice—onaverage,saveabout20percentofofficespacethatwassetasideforstorage.Savetimeandmoneybyefficientlyretrievingyourdocumentssavedelectronically,andeasilyaccessthemfromanewfolderonyourBusinessDesktopinsteadofmanuallysearchingforthem.Reducethepossibilityoflossordamagetoyourvaluableprintedrecords,includingjournalsandregisters,period-endreports,andallstandardmenureports.Saveallthecostsyoumayincurforthelossofthosefiles.
Easilyaccessarchivedfilesandprintonlywhennecessary.
SelectyourPaperlessOfficeoptions,includingwhetheryouwanttokeeponlythelastcopy.
Sage 100 ERP I Paperless Office
FeaturesJournals and Registers
Period-End Processing
Report Viewer
Sales Orders and Sales Order Invoices
Accounts Receivable Invoices
Job Cost Invoices
Purchase Orders
Payroll Direct Deposit Stubs
Electronic Forms Delivery
ConvertjournalsandregisterstoPDFformat,eliminatepaperwaste,andsavemoney.Plus,youcanstillprintouthardcopiesandspecifythepagesthatyouwant.StoringyourjournalsandregistersasPDFsletsyousearchandarchivemucheasier—savingyoutimeandspace.Alljournalsandregistersareviewablefromonelocationwiththeabilitytodetermineiftheyhavebeenupdated.What’smore,youcanquicklysendanyoftheselargedocumentsbyemailtoyourauditors.Youmayalsochoosetoarchivethelastcopyorallpreviousversions.
Usingperiod-endreportsinPDFformatsavesonpapercosts;plusyoucanarchivereportsinasecureandsearchabledigitalformat.AlldocumentsareavailableforelectronicretrievalthroughthePDFViewer.TheViewerenablesyoutospecifyanycombinationofcompanycodes,modules,anddocumentstoview—soyouseeonlywhatyouwanttosee.AutomaticallynameandsavePDFfiles,eliminatingtheriskofaccidentaloverwrites.
AllstandardreportsareavailableinPDFformatfromthePaperlessOfficeReportViewer.
SavesalesordersandsalesorderinvoicesasPDFsandsendacopytothecustomer.Thisway,ifacustomercallswithaquestion,yourcomputerscreenwilldisplaythecustomer’sexactcopy.Savepostagecostsbydistributingelectronically.Resendthecustomeracopyofaninvoicewiththeclickofyourmouse.Userscanviewtheseformsbydate,source,userID,andfilename.Youcanseeiftheformstillexistsandwhetheritwassentelectronicallyaswell.Youalsomaychoosetoarchivethelastcopyoftheinvoiceorallpreviousversions.
ConvertAccountsReceivable(AR)invoicestoPDFformat,printacopytosendtoacustomer,andsaveacopyelectronically—allinonestep.Viewinvoicesbyinvoicedate,invoicesource,user,orfilename.It’salsopossibleforyoutoseewhetheraninvoicestillexistsandwhetheritwassentelectronicallyanddecidewhethertoarchivethelastcopyoftheinvoiceorallinvoices.
ViewandreprintJobCostinvoicesbydate,source,user,andfilename.Also,youcanseeifaninvoicestillexistsandwhetheritwassentelectronically,anddecideeithertoarchivethelastcopyoftheinvoiceorallinvoices.RecallingandprintingPDFfilescanbedoneoneitheracustomerorjobbasis.
Savepurchaseorders(POs)asPDFsandsendemailcopiesdirectlytothevendorwithinthesameprocess,improvingturnaroundtimeandcommunicationwithyourvendor.YoucanretrievearchivedPOsbydate,source,userID,andfilename.YoualsomaychoosetoarchivethelastcopyofthePOorallpreviousversions.
GaineasyaccesstoPayrolldirectdepositstubinformation,suchashowbenefits(sicktime,vacation,andmore)wererecorded.TheDirectDepositStubsapplicationallowsyoutosaveallyourstubsinPDFformat.Reprintandquicklyretrieveexactcopiesofstubsandneveragainrunareporttoapproximatestubdata.AllPDFsareavailableforelectronicretrievalusingtheDirectDepositStubsViewer.Thisenablesyoutoviewandsortrecordsbycheckdate,employeenumber,checkentrynumber,stubnumber,sequencenumber,userID,rundate/time,sent-toemailaddress,path,anddocumentname,pluswhethertherecordexists,wasupdated,andsentbyemail.YoualsohavetheoptiontomaketheStubVieweravailabletoallemployees.Individualstubsaresecuredwithemployee-specificpasswordsthatcanberandomlygenerated,employeecreated,ordefaultedfromtheemployee’sSocialSecuritynumber.
UseElectronicDeliveryofFormstospeedupcommunicationsandeliminatetheneedtoprintonletterhead,stuffenvelopes,andpaypostagecosts.Selectthedeliverymethodforyourdocuments:Printandmail,email,orfax.Documentsthatcanbesentelectronicallyinclude:ARStatements,ARInvoices,PayrollDirectDepositStubs,PurchaseOrders,SalesOrders,SalesOrderInvoices,JobCostInvoices,andCustomerRMAs.Formscanbesenttomultipleemailaddressesandfaxnumbers.