Sage 100 User Group | April 2016
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Transcript of Sage 100 User Group | April 2016
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SAGE 100 USER GROUPAPRIL 2016SAN ANTONIO, TX
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HOUSEKEEPING
—Restrooms— Feel free to excuse yourself— 2 hours of CPE credit available— Survey will be sent tomorrow— Presentation slides will be sent— Feel free to ask questions
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AGENDA AT A GLANCE
— Introductions— Sage 100 2016— Sage 100c— Sage Payroll Changes— Tips & Tricks— Q&A—System Reviews
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INTRODUCTIONSLET’S GET TO KNOW EACH OTHER
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INTRODUCTIONS – WHO IS BCS PROSOFT?
Top 30 value-add resellers of accounting software solutions
TOP ERP VAR
Consulting services to help you get realize ROI of your system
PROFESSIONAL SERVICES
1,500+ clients with offices in Texas, Colorado and Hawaii
REGIONAL FOCUS
Based in San Antonio with regional offices and consultants located throughout the country, BCS ProSoft is an award-winning consultant and provider of accounting software and ERP solutions to small and mid-sized organizations.
With thousands of client engagements under our belt, we have the experience and expertise to transform your business and align your people, processes and technology.
We’re not a break-fix company; we offer a variety of professional services, including: business and technology consulting, project management, system implementation and upgrades, data conversion, customization and programming, custom reports, training and technical support.
WHO WE ARE
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SAGE 100 2016WHAT’S NEW & WHAT TO EXPECT
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WHAT’S NEW IN SAGE 100 2016?
OS COMPATIBILITY
Provides compatibility with newer Microsoft Operating Systems.
ACA ENHANCEMENTS
Continued improvements and enhancements for ACA compliance.
EXTENDED DESCRIPTIONS
Add and print extended descriptions throughout the system.
MOVE RECORDS
Now you can easily move data entry records between batches.
TASK SCHEDULER
Use the task scheduler to schedule/send reports and VI jobs.
SAGE CRM INTEGRATION
Better integration with the newest version of Sage CRM and mobile app.
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WHAT’S NEW IN SAGE 100 2016?
— S/O “Days Until Quote Expires”— Enhanced Quote Conversion
Options— 10-character check number in S/O— 30-character customer P/O
number— A/R & A/P Aged Invoice Report in
portrait or landscape— Include/exclude ACH vendors -
Aging
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SAGE 100cA BRIEF OVERVIEW
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SAGE 100c – A BRIEF OVERVIEW
Updated UI, which is easier to navigate, more customizable, and built-in web browser
NEW USER INTERFACE
Subscription-based like a SaaS product, but NOT cloud or accessed via the web. Translates to lower up front costs.
SUBSCRIPTION BASED
Some updated modules like Job Cost, Work Order and Payroll will only available in Sage 100c, but still no timeline for completion
UPDATED MODULE VERSIONS
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SAGE PAYROLLIMPORTANT PRICING CHANGES
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SAGE PAYROLL – IMPORTANT PRICING CHANGES
— Removed from Sage Renewal— Billed separately starting May 1st
— Price can go up or down, based on number of employees you process
— Lower pricing for existing Payroll users
— Sage 2015 Payroll and higher— New product key required— Requires “Perpetual History” option— Direct Deposit now included— What happens if I don’t renew?
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SAGE PAYROLL – IMPORTANT PRICING CHANGES
— Removed from Sage Renewal— Billed separately starting May 1st
— Price can go up or down, based on number of employees you process
— Lower pricing for existing Payroll users
— Sage 2015 Payroll and higher— New product key required— Requires “Perpetual History” option— Direct Deposit now included— What happens if I don’t renew?
— If you don’t pay the subscription you will be locked out of payroll check creation
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TIPS & TRICKSPROVEN – YET OVER LOOKED
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SAGE 100 TIPS & TRICKS – BUSINESS INSIGHTS EXPLORER
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SAGE 100 TIPS & TRICKS – A/P POSTING COMMENT
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SAGE 100 TIPS & TRICKS – MEMO CODES
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QUESTIONS?
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UPCOMING EVENTS
MAY
10JULY
26-28
NOVEMBER
15-17
Webcast in case you missed something today
UGM WEBCAST
Sage’s annual user conference is in Chicago
SAGE SUMMIT
Dates for November user group meetings
NEXT USER GROUP
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WE NEED YOU
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A significant portion of our business comes from client referrals. Do you know any colleagues from professional or industry associations that might benefit from working with BCS ProSoft?
DO YOU KNOW SOMEONE WHO COULD USE OUR HELP?
Can you recommend someone from your professional network that we should speak with?
CLIENT REFERRALS
We love sponsoring professional and industry associations. Can you recommend some you’re involved with?
SPEAKING OPPORTUNITIES
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WHEN WAS THE LAST TIME YOU HAD A SYSTEM REVIEW?
We’re offering complimentary system reviews as we approach the slow summer season.
WHY A SYSTEM REVIEW?
See how you’re using the system and recommend improvements
PROCESS EXAMINATION
We’ll identify opportunities for improvement
OUTSIDE PERSPECTIVE
Let’s look at where you’re at and what it would take to improve efficiency
IMPROVE EFFICIENCY
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www.bcsprosoft.com
WHEN WAS THE LAST TIME YOU HAD A SYSTEM REVIEW?
We’re offering complimentary system reviews as we approach the slow summer season.
WHY A SYSTEM REVIEW?
See how you’re using the system and recommend improvements
PROCESS EXAMINATION
We’ll identify opportunities for improvement
OUTSIDE PERSPECTIVE
Let’s look at where you’re at and what it would take to improve efficiency
IMPROVE EFFICIENCY
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REQUEST A COMPLIMENTARY SYSTEM REVIEW
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THANK YOUQUESTIONS?