Sage ERP Accpac: What’s New Tips & Tricks Randy Bacchus
“ Client Speak” Translated “ Why can’t I find anything in this system?” “ Why do I have to tab 15 times across to get to t...
NAVIGATION: Did you know? <ul><li>The power to manage screens is in your hands. </li></ul><ul><ul><li>Finder customization...
“ Client Speak” Translated “ I’m swamped entering the same transactions month after month.” “ Why can’t I just click a but...
TRANSACTIONS: Did you know? <ul><li>There are ways to speed up data entry. </li></ul><ul><ul><li>Shortcut keys </li></ul><...
“ Client Speak” Translated “ Why don’t I see that in the G/L?” “ Printing my source journals is the only way I can find my...
TRANSACTION FLOW: Did you know? <ul><li>It isn’t always a miracle that things end up in the G/L. </li></ul><ul><ul><li>G/L...
“ Client Speak” Translated “ All I want is a simple report.” “ Why can’t I get the information I want out of this system?”...
REPORTING: Did you know? <ul><li>There are ways to access reports faster. </li></ul><ul><ul><li>File|Print </li></ul></ul>...
“ Client Speak” Translated “ Why is it so hard to manage my collections?” “ I wish I could send a letter to all my custome...
CUSTOMER RELATIONS: Did you know? <ul><li>Emailing is easy, LOL. </li></ul><ul><ul><li>Email functionality </li></ul></ul>...
Questions? <ul><li>Thank you for attending this session. </li></ul><ul><li>Please remember to provide your feedback. </li>...
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4 what's new tips and tricks

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4 what's new tips and tricks

  1. 1. Sage ERP Accpac: What’s New Tips & Tricks Randy Bacchus
  2. 2. “ Client Speak” Translated “ Why can’t I find anything in this system?” “ Why do I have to tab 15 times across to get to the column I need?” “ Why can’t I get to where I’m going faster? = NAVIGATION
  3. 3. NAVIGATION: Did you know? <ul><li>The power to manage screens is in your hands. </li></ul><ul><ul><li>Finder customization </li></ul></ul><ul><ul><li>Container (grid) customization </li></ul></ul><ul><ul><li>UI customization </li></ul></ul><ul><li>The v6.0 Portal makes it easy to navigate. </li></ul><ul><ul><li>Menus, tabs and My Shortcuts </li></ul></ul><ul><ul><li>Creating multiple snapshots </li></ul></ul><ul><ul><li>Opening multiple windows </li></ul></ul>
  4. 4. “ Client Speak” Translated “ I’m swamped entering the same transactions month after month.” “ Why can’t I just click a button and have everything entered?” “ How can I speed up data entry?” = TRANSACTION PROCESSING
  5. 5. TRANSACTIONS: Did you know? <ul><li>There are ways to speed up data entry. </li></ul><ul><ul><li>Shortcut keys </li></ul></ul><ul><ul><li>Reminders </li></ul></ul><ul><ul><li>Auto-clear on entry screens </li></ul></ul><ul><li>There are tools to help with data entry. </li></ul><ul><ul><li>Cash processing </li></ul></ul><ul><ul><li>Budget macro </li></ul></ul><ul><ul><li>Import/Export </li></ul></ul>
  6. 6. “ Client Speak” Translated “ Why don’t I see that in the G/L?” “ Printing my source journals is the only way I can find my transactions.” “ Where do my transactions go?” = TRANSACTION FLOW
  7. 7. TRANSACTION FLOW: Did you know? <ul><li>It isn’t always a miracle that things end up in the G/L. </li></ul><ul><ul><li>G/L Integration settings </li></ul></ul><ul><ul><li>Other transaction flow settings (eg. Day End Processing) </li></ul></ul><ul><li>Drilldown does not require a real drill. </li></ul><ul><ul><li>Drilldown on inquiry screens </li></ul></ul><ul><ul><li>Drilldown on transaction entry screens </li></ul></ul><ul><ul><li>Drilldown on reports </li></ul></ul>
  8. 8. “ Client Speak” Translated “ All I want is a simple report.” “ Why can’t I get the information I want out of this system?” “ Which report shows me this?” = REPORTING
  9. 9. REPORTING: Did you know? <ul><li>There are ways to access reports faster. </li></ul><ul><ul><li>File|Print </li></ul></ul><ul><ul><li>Print Preview Finder </li></ul></ul><ul><ul><li>Save Settings </li></ul></ul><ul><li>Custom reports can be created without a PhD. </li></ul><ul><ul><li>Inquiry windows and Source Journals </li></ul></ul><ul><ul><li>Sage Accpac Inquiry </li></ul></ul><ul><ul><li>Sage Accpac Intelligence free license </li></ul></ul>
  10. 10. “ Client Speak” Translated “ Why is it so hard to manage my collections?” “ I wish I could send a letter to all my customers.” “ Why can’t the system tell me when I need to call someone?” = CUSTOMER RELATIONS
  11. 11. CUSTOMER RELATIONS: Did you know? <ul><li>Emailing is easy, LOL. </li></ul><ul><ul><li>Email functionality </li></ul></ul><ul><ul><li>Emailing multiple contacts </li></ul></ul><ul><ul><li>ODBC mail merge </li></ul></ul><ul><li>CRM = Customer Relationship Management </li></ul><ul><ul><li>SageCRM free license </li></ul></ul><ul><ul><li>v6.0 Quote to Order workflow in SageCRM </li></ul></ul>
  12. 12. Questions? <ul><li>Thank you for attending this session. </li></ul><ul><li>Please remember to provide your feedback. </li></ul><ul><li>Contact Information: </li></ul><ul><li>Randy Bacchus </li></ul><ul><li> [email_address] </li></ul><ul><li> 800.463.4147 x55836 </li></ul><ul><li>www.sageu.com </li></ul><ul><li>BAASS Business Solutions </li></ul><ul><li> [email_address] </li></ul><ul><li> 866.260.5302 </li></ul><ul><li> www.baass.com </li></ul>
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