Tips and Tricks for Sage 300

Keith Greeno – Asyma Solutions

Agenda

• Continuous Improvement - enhancements

• The Cloud

• Training and getting help

• Ease of use

• Visual workflows

• Sage Intelligence Reporting

• How do we do it?

• Questions?

Continuous Business Improvements • Business must continually review and improve

processes. – Management practices change – Technology Improvements

• Awareness • Interest • Trial • adoption

• Sage software enhancements – Why stay current? What’s in it for me? – Reduce the total cost of ownership

Budget

Sage payments

Improve: secure integration and automation

9/18/13 Understanding receivables management 7

Sage Exchange payments platform

SageExchange.com administration

Sage ERP

Payment devices

Payment networks

PCI free zone

Estimated percentage of consumer transactions using credit and debit

cards in 2015

•54% 9/18/13 Understanding receivables management 8

Percentage of small businesses that used credit cards at the end of 2009

•83% 9/18/13 Understanding receivables management 9

Throwing away money?

9/18/13 Understanding receivables management 10

• Seek to Automate Planning Because:

• –Takes too long (average process is 2-5 months)

• –Numbers aren’t accurate

• –Process is expensive

• –Difficult to collaborate

• –Contributors don’t see relevance

Training and getting help

• Management consulting coaching

– Flipping the norm 90:10 to 10:90

– Understanding current processes

• Asyma

– Support (Knowledge transfer agreements)

• Sage - support

– Sage support access/anytime training

Ease of Use

• Business process can be defined by role Sage Visual process flows

• Software is 50% of the solution effective business processes are the other

• All processes can be improved

– How do we do things

– How can we use changes to make things easier

Visual Workflow

Sage Intelligence Reporting

• Specific reporting by company/individuals

• Flexible versions (IFRS, Internal, External)

• Excel functionality (Graphics, Formatting)

• Drill down to detail (Forest to trees)

• Push reporting (Dashboards, Scheduled)

F9 Demonstration CompanySales Forecast

Current Year Actuals Budgets

January February March April May June JulySales - Product Line B 298,478.32 301,189.03 303,924.35 306,684.49 278,522.75 281,052.23 280,453.52

Sales - Product Line C 222,102.47 224,119.57 226,154.94 228,208.85 207,253.23 209,135.47 208,689.92

Sales Discounts (95,328.70) (96,194.46) (97,068.05) (97,949.62) (88,955.25) (89,763.09) (89,571.87)

Sales Returns and Allowances (9,952.51) (10,042.90) (10,134.11) (10,226.13) (9,287.12) (9,371.46) (9,351.49)

Finance Charges 2,250.64 2,271.13 2,291.73 2,312.57 2,100.16 2,119.25 2,114.75

Freight Charges 19,947.60 20,128.71 20,311.55 20,495.98 18,613.92 18,782.96 18,742.96

Total 437,497.82$ 441,471.08$ 445,480.41$ 449,526.14$ 408,247.69$ 411,955.36$ 411,077.79$

Next Year Budgets

January February March April May June JulySales - Product Line B 282,751.17 285,295.94 287,863.60 289,590.78 291,328.33 292,784.97 295,127.25

Sales - Product Line C 210,399.68 212,293.25 214,203.92 215,489.14 216,782.05 217,865.98 219,608.88

Sales Discounts (90,305.72) (107,198.21) (108,162.98) (108,811.94) (109,464.81) (110,012.13) (110,892.24)

Sales Returns and Allowances (11,091.89) (9,513.00) (11,292.45) (11,360.17) (11,428.34) (11,485.49) (11,577.36)

Finance Charges 2,508.31 2,530.88 2,553.67 2,569.00 2,584.38 2,597.34 2,618.07

Freight Charges 22,231.21 22,431.29 22,633.13 22,768.97 22,905.56 23,020.11 23,204.25

Total 416,492.76$ 405,840.15$ 407,798.89$ 410,245.79$ 412,707.17$ 414,770.79$ 418,088.85$

View Graph

Special Reporting-Balanced Score Board

Sage Enterprise Intelligence Multiple Interfaces for Easy Access

Web (BI) Mobile Excel

One comprehensive, easy to use BI solution

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Sage Enterprise Intelligence Web (BI)

• Intuitive user Interface fully integrated with Sage 300 ERP, Sage 500 ERP and Sage ERP X3

• Access to KPIs and dashboards to easily share information as well as leverage pre-built templates and drill-down into transactional data.

• Centralized security layer

• Data entry (ie. Budgeting)

• Distribution module

• Data warehouse and consolidation (OLAP)

Real-time access to Sage ERP X3 and other data sources

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Some Key Features and Benefits include:

Shipping

Your business

Warehouse

Manufacturing

Sales CFO Marketing CEO

Finance

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Remote

Sage Data Cloud

Customers’ business

Sage 300 ERP 2014

October 23, 2014 Sage 300 ERP 2014–Connect your business

Sage 300 ERP 2014 Connect your business

October 23, 2014 Sage 300 ERP 2014–Connect your business

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Sage 300 ERP 2014 Connect your business

The foundation

October 23, 2014 Sage 300 ERP 2014–Connect your business

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Sage 300 ERP 2014 Sage Billing and Payment

Get paid faster

October 23, 2014 Sage 300 ERP 2014–Connect your business

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Invoice

Print

Fold and stuff

Mail

Open

Pay

Mail

Input and post

Deposit

Invoice

Autosend Click and

pay

Print and post

Print and mail invoices Sage Billing and Payment

30 days less than 3 minutes

Transaction Inquiry

• Transaction drill down

– All entry screens

– All integrated modules

• Customer inquiry

• Finder (Smart lists)

Financial Reporter

• Flexible versions (IFRS, Internal, External)

• Excel functionality (Graphics, Formatting)

• Drill down to detail (Forest to trees)

How do we improve?

• Project Management

– Knowing what needs to be done

– Knowing when it needs doing

– Knowing who has to do it

• Planning versus Just Doing It

Agenda • Sage Accpac continuous enhancements

• Training and getting support

• Effective user of Finder

• Cash Management/Bank reconciliations

• Transaction inquiry

• Financial Reporter/drill down

• Effective data entry shortcuts

• Other

• Questions?

Sage Accpac continuous enhancements

• Why stay current?

• What’s in it for me?

• Reducing the total cost of ownership

Training and getting support

• Sage Support agreements

– Sage support access

– Anytime training

– Knowledge base

• Asyma support agreements (Knowledge agreements)

• Asyma web site training videos

• Sage University

Effective use of Sage Accpac - Finder

• Setting based in individual preferences

• Key field selection

• Find by selections (Criteria settings)

– Smart list generation

• Select columns

• Reorder columns

Cash Management/Bank Reconciliations

• Bank balance review

• Cash requirements report (Accounts Payable)

• Enhanced cash management/forecasting

• Automated bank reconciliation with OFX

• Automated bank reconciliation with third party

Transaction Inquiry

• Transaction drill down

– All entry screens

– All integrated modules

• Customer inquiry

• Finder (Smart lists)

Financial Reporter

• Flexible versions (IFRS, Internal, External)

• Excel functionality (Graphics, Formatting)

• Drill down to detail (Forest to trees)

Effective Data Entry - Short Cuts

• Use of templates (OE, PO)

• Default fields (Customers, Vendors)

• Alt Key (Keyboard shortcuts)

• Zoom function (F9, Details)

• Customize entry screen (UI and Columns)

• Fast entry (AR, AP, GL)

• Grouping menus by individual/task

Other

• Import/Export functions

• Macros

• Optional fields

• Recurring entries

• Master file changers