September 2013 User Group Meeting

Agenda

• V2013 and 2014

• Tips and Tricks

• Trivia

• Ask the Experts

What’s New for Sage 100 ERP 2013?

Inactivate Vendors and Customers

Expanded A/P Invoice Number

Ability to View Cleared Checks in Vendor Maintenance

Post ACH Electronic Payments to Bank Rec in Detail

Paperless Office SMTP Encryption

Item Maintenance Main Tab Changes

Sage CRM Multi-Company Support

Inactivate Customers and Vendors

New “status” includes Active, Inactive, and Temporary

Add a Reason Code when inactivating

New Reason Code Maintenance to setup codes

Schema checking when setting to Inactive•Disallows if Customer/Vendor in certain tables

Cannot use Inactive in data entry

Optionally exclude from lookups

Security Event to allow cash receipts and payments

Expanded A/P Invoice Number

Ability to View Cleared Checks in Vendor Maintenance

Post ACH Electronic Payments to Bank Rec in Detail

Visual Process Flows• Lower the learning curve for key processes• introduced with the 2013 release

– Sales Order– Returns– Shipping– Inventory, Physical Count– Purchase Order– Accounts Receivable– Accounts Payable

Paperless Office SMTP Encryption

• No need to maintain dedicated Email server!

• Google mail, Yahoo, Hotmail, etc.• Chillkat 9.3.0 now installed• Company Maintenance E-mail tab

– Select SSL or TSL/STARTTLS

Item Maintenance Main Tab

A picture is worth a

thousand words!

Business Alerts

• Important News!• As of October 1, 2012 Sage will not longer

distribute Global Software’s products (Business Alerts)

• Sage and Global Software are working on a transition of customers, support and renewals

• Details will be communicated to partners and customers as soon as the details are finalized

Sage Exchange Vault• Secure, compliant storage

of sensitive credit card info

• Card numbers not stored within Sage 100 ERP

• Bank routing numbers and account numbers also stored for ACH (Sage 100 ERP Product Update will integrate with this)

New Integration Points• Take credit cards for Accounts Receivable Invoices

– Services companies without inventory can take payments within normal invoicing workflow

– When batch of invoices is updated, payments are captured

• Take credit cards for Recurring Invoices– Generate recurring invoices as you normally do

and have credit card associated with them– When invoice batch is updated, payments are

captured

Swipe when cards are present

More intuitive workflow to speed entry when processing credit cards in A/R Cash Receipts.

Print the amount of the credit card payment on the appropriate Sales Order Invoice to deliver confirmation to your customers.

Because every business and it’s transactions are unique, you can decide how much to pre-authorize on each transaction rather than always using the sales order amount.

More Credit Card Enhancements

Elimination of PC Charge

• As of December 31, 2012, PC Charge will no longer be supported for any version of Sage 100 ERP

• PC Charge WILL NOT WORK with Sage 100 ERP 2013 and subsequent versions of the software

• Sage Payment solutions merchant account will be needed

Sage 100 ERP eFiling and Reporting Enhancements

• Sage 100 ERP Tax Forms will be deprecated in tax year 2014– Compliance will be maintained through 2013 Tax

Year filings– TTU updates will still be available

• Sage 100 ERP eFiling and Reporting will attempt to Auto-Install when accessing the eFiling Applications for the first time

• Basic Sage 100 ERP eFiling and Reporting features are free for all Sage 100 ERP customers current on Maintenance.

Sage CRM• Map multiple ERP companies to single Sage CRM system• Web Client – Quick Orders• Tasks launched from Sage CRM do not use a Sage 100 ERP

license• Installations Updated to Maintain the Integrity of Customer

and Partner Customizations– Minimizes the number of changes that need to be re-

done after each upgrade– Still may require some re-work if customizations are

made to the same forms that Sage modifies• Sales Order Memos will now auto display• Full Support of Chrome, Firefox, Safari and Internet

Explorer

SAP® Crystal Reports 2011 For Sage

• Updated to latest version of SAP® Crystal Reports 2011 for Sage

• Updated the report engine run-time components utilizing a modern .NET architecture– All standard reports and forms saved with a 2011

backwards compatible format • Crystal Conversion Utility updated with the .NET

architecture and a new user interface• Allows Sage 100 ERP to stay current with SAP®

Crystal Reports new features and product updates

SAGE 100 ERP 2014 RELEASE

•

Improving the User Experience

UX - Flashlight lookup for invoices

UX - Auto complete

UX – Keep Window open

UX – Updated search defaults

Sage Intelligence enhancements

Payroll enhancements

Flashlight lookup for invoices

Sage 100 ERP 22

Flashlight lookup added to AP Invoice Data Entry and AP/AR Repetitive Invoice Entry

Auto Complete

Sage 100 ERP 23

For Customers, Vendors and Inventory Items

Defaults customized by user for each entity

Payroll Enhancements

W2 filing – ability to select up to 16 different Box 12 codes

Federal e-Filing & Reporting – changed display of Form IDs & Form Description

Add mapping of Earnings & Deductions Codes for Puerto Rico reporting

AP and PR tax reporting via eFiling and Reporting only

Tips and Tricks

Save Report Settings

Find a Line

Access Related Tasks

Copy a Quote/Order from Invoice History

Docking and Undocking Task Bar

Brain Teaser

Johnny’s mother had three children. The first child was named April. The second child was named May. What was the third child’s name?

JOHNNY

Name that Phobia

Arachibutyrophobia is the fear of…

Asymmetrical thingsLong wordsPeanut butter sticking to the roof of

your mouth

Brain Teaser

A clerk at a butcher shop stands five feet ten inches tall and wears size 13 sneakers. What does he weigh?

Meat

Sage Promotions

Discounts available for Sage Payroll, Sage HRMS, Sage CRM, Sage Fixed Assets

Talk to your Account Manager if you are interested in learning more.

Next User Group Meeting

Second week in December

Year End Procedures

Tips and TricksWe welcome suggestions for 2014 topics!

Questions?