Accelerate Your Success with v5.6

2

Get Your Voice Heard

• Sage Accpac New Releases are Based on Requests from You!– Enhancement Ideas

• Areas of Business You Need to Automate• New Tools or Functionality• Improve Current Features• http://www.sageaccpac.com/feedback

– Email sageaccpacpm@sage.com• In-Product Survey• Customer Site Visits• Customer Interviews• User Centered Design Labs

3

What’s New Highlight• Sage Accpac Version 5.6

– Customer-Centric Release

– Focus on Top Customer Requests

– Minimal Disruption

– Optimize Upgrade Experience

• Look Forward to: – Better Inventory Management

– Proficient Bank Reconciliation

– Faster Decisions with Improved Visibility Into Your Business

New Ways to Save Time New Ways to Save Time and Become More and Become More

Productive, Make Faster - Productive, Make Faster - More Strategic Decisions, More Strategic Decisions, and Effectively Manage and Effectively Manage

Your Business — Your Business — Introducing Sage Accpac Introducing Sage Accpac

Version 5.6Version 5.6

– Growing Your Business through Streamlined Operations that Save Time and Increase Productivity

– Confident and More Cost Effective Deployment

Finish Every Day Tasks Faster• Valuation Report Improvements• Inquiry Selections Passed Directly to Reports• Improved Integration to Sage FAS

Track More Information• New Internal Usage Form• Additional Costing & Transaction Creation Options• Posting Dates for Transactions

Improve Traceability and Quickly Find Information• Item Inquiry and Drill-down Functionality• Serialized Inventory and Lot Tracking Revamp

Better Inventory Management

5

Finish Everyday Tasks Faster• Inventory Valuation Report

– Crucial to Month-End Process

– Snapshot of Inventory Activity

– Performance Greatly Improved

• Quickly Pass Inquiry Parameters Directly to Report– Sales Statistics Inquiry/Report

– Transaction History Inquiry/Report

– Transaction Statistics Inquiry/Report

• Improved Integration to Sage FAS for Better Fixed Asset Tracking

6

Track More Information• Internal Usage Form

– Record Transactions for Internal Use of Inventory

– More Control and Accurate Tracking

• Additional Costing and Transaction Creation Options– Better Control Over Posting

Performance

– More Up-to-Date Information

• Posting Dates for Transactions

– Specify Posting Dates in Addition to Document Date

7

Improve Traceability and Quickly Find Information• Item Inquiry and Drilldown

Functionality• Revamped Serialized Inventory

and Lot Tracking

– Save Money with Newly Integrated and Improved Serial Number & Lot Tracking

– Gain Tighter Control of Stock Levels

– Efficiently Manage Product Recalls and Charge-backs

– Enables Fast and Accurate Serial/Lot Tracking, eliminating costly mistakes and allowing you to get your work done faster

8

Serial Number & Lot Tracking

Now Fully Integrated Now Fully Integrated to Inventory Control, to Inventory Control,

Order Entry and Order Entry and Purchase Order Purchase Order

9

Mask Structures & Warranty Codes

10

Serial & Lot Costing Methods

11

Serial and Lot Optional Fields

Simplified to Increase Efficiency• Single-page Reconciliation• Quick Popup for Book Balance Calculation• New Bank Security Resources• Quickly Reconcile Bank Entries• Distribution Sets• Improved Reversal Process

Better Reporting for More Insight on Your Cash Position

Proficient Bank Reconciliation

13

Simplified Bank Reconciliation

• More Straightforward and Automated Reconciliation

• Reconcile your Accounts Faster then Ever Before and Get Through Month-End in Record Time

• Fast and Accurate View of Your Cash Position

• Better Insight into Cash Flow through Improved Reporting

• New Look and Feel based on Customer Request and Competitive Benchmarking

14

Reconcile Statements Summary

15

Reconcile Statements - Reconciliation

16

Bank Entry and Bank Distribution Sets

17

Bank Transfers

18

Reverse Transactions

Improved Reversal Improved Reversal Process – Reverse Process – Reverse Both Payments and Both Payments and

Receipts Quickly and Receipts Quickly and Accurately!Accurately!

19

Transaction History Inquiry

Enhanced Reporting• Top User Requested Enhancements in Modules• Optimized and More Options• Save Parameters Easily• Quickly Export to Microsoft Excel

Sage Accpac Intelligence• New Business Intelligence Application• Included with Report Manager User License

Improved Visibility for Better Decision Support

21

Core Accounting Reports• Accounts Payable Reports

– Vendor Transactions– Aged Cash Requirements– Aged Payables– Aged Cash Requirements– Check Sorting

• Accounts Receivable Reports– Customer Statements– Aged Trial Balance and Overdue Receivables– Customer Transactions– Check Sorting

• General Ledger– Trial Balance– New Options on Transaction Listing

22

Operations Reports

• Inventory Control– Item Pricing Form

– Transfer Slip Form

• Purchase Order– Purchase Order Action– Purchase Order History– Print Posting Journals– Receiving Slips– Return Form

23

Time for a Change

There’s a Better Way…A Smarter Way!There’s a Better Way…A Smarter Way!

24

Sage Accpac Intelligence

Your Data Pulled Directly Into a Familiar Excel Environment

25

Strategic Planning Intelligence• Access Business Critical Information

– Empower your staff with vital information when they need it! – Puts critical information at your fingertips, improving collaboration and productivity

• Complex Reporting Made Easy– Seamless integration eliminates redundant data entry– Business intelligence in a familiar Microsoft Excel interface

• Insightful Decisions– Sophisticated, customizable dashboards– Transform your data into strategic decision-making intelligence

• Rely on Flexible Powerful Analysis– Quickly identify and respond to trends and abnormalities– Utilize multi-dimensional analysis – Perform what-if scenarios that go beyond just transactional data

• Multi-National & Multi-Company Capabilities– Easily manage data from multiple companies– Competitive edge to succeed in today’s fast paced global marketplace

• Secure Business Integrity– Protect your most valuable asset—your data– Tight security ensures that your vital information is secure

26

Freedom of Choice• Report Manager Licenses*

– Author new reports (organizing, creating, editing)

– Filter and aggregate data

– Set permissions/security for reports

• Report Viewer Licenses– Basic editing capabilities (filtering and changing of

parameters)

– Drill-down functionality on existing reports/templates

– For staff members who do not need to create new reports

• Connector Module– Simplifies day-to-day operational tasks of financial managers

– Access information from multiple sources

– Consolidation of data from multiple companies

– Allows for connectivity to unlimited ODBC data sources

• Analysis Module– Support business strategy and decision making

– Advanced analysis of trends and what-if scenarios

– Utilize built-in Microsoft Excel Pivot Tables

– OLAP cubes enabling multidimensional analysis

Build Your Business Build Your Business Intelligence Solution to Fit Intelligence Solution to Fit

Your BusinessYour Business

Save Time and Increase Productivity• Improved Accounts Payable Prepayment Search• Optimized Payroll Management• Better Manage Project and Job Costs• Quick Access to Vital Information

Streamlined Operations• Take Advantage of SageCRM• Improvements on Comprehensive Integration

Growing Your Business

28

Save Time and Increase Productivity

• Improved Accounts Payable Prepayment Search

– Apply Payments to Existing Purchase Orders and Quickly Validate the Prepayment Details

• Optimized Payroll Management– FLSA Weekly Calculation (U.S.

Only)– Employee Security Features

• Better Manage Project and Job Cost for Higher Profitability

– Find and Access Project Information Faster

– Billing and Revenue Recognition Worksheets

29

Quick Access to Vital Information

30

Streamline Business Processes• Utilize SageCRM User

License Provided with Version 5.5 and Take Advantage of Streamlined Processes Throughout Your Business

– Solo Synchronization

– Relationships

– Salesperson Integration

– All Shipments and Receipts

– Tax Information

– Customer Price List and Vendor Contract Costs

– Serialized Inventory and Lot Tracking

Benefits of Solo• Access to important

account contact and history information

• Maximize time while traveling

• Cultivate stronger sales relationships

• Improve customer service • Update account

information • Add key account data • Schedule activities and

appointments • Synchronize information

at a later point in time

Adopt Sage Accpac Extended Enterprise Version 5.6 with Confidence

32

Confident More Cost Effective Deployment

• Easier Upgrades– Installation/setup/upgrade process

improvements– Multi-Module Activation– Call Home Functionality

• Lower Total Cost of Ownership

• Synchronized Release

• Proven Quality– Confident Upgrade with No Surprises

– Field Tested• Beta Cycle

• Controlled Release Cycle

• Run Virtualization Platforms and New Technology

33

Making the Move• Adopting a Microsoft SQL

Database– Scalability

– Performance

– Availability

– Security

– Low Cost Maintenance

• Bundled SQL Server– User Price Same as Pervasive

– Trade-In Your PSQL User Licenses

34

Further Streamline Operations

• Unmatched Freedom of Choice

• Grows with Your Business

• Choose the Sage Accpac Modules You Need

• Online or Onsite Deployment

• Augment Your System with Industry Specific or Third Party Solutions

35

Get the Answers You Need, When You Need Them

• Access to Services, Experts and Latest Software Updates!

– Support for an unlimited number of cases—by phone, chat, or e-mail

– Online access to the status and details of your support cases

– Payroll tax table updates with included Payroll Update Plan subscription

– Unlimited Anytime Interactive training courses

– 25% discount on Realtime training courses

– Free monthly live Tech Tuesday Webcast training classes

• Welcome to the Sage Accpac Community!– Solutions are just a click away as you share,

learn and network with other Accpac users and partners. Sage Accpac support specialists and knowledgeable fellow users are ready to help! Visit the community at http://community.sageaccpac.com/ today!

To subscribe or get more details, please call 800-642-7693 Or visit us

at www.sageaccpac.com/priority