What’s New in Sage MAS90 and
         MAS200 version 4.3?




                                              Ed Wlodarczyk
...
Why Upgrade to Version 4.3?

      • Customer value through features customers
        use
      • Customer-requested enha...
Business Intelligence

                                           • New Dashboard
                                        ...
New BI
                                           Dashboard




2008 Sage MAS 90 and 200 User Conference
New BI
                                           Dashboard




2008 Sage MAS 90 and 200 User Conference
Business Insights Explorer Views
• General Ledger                           • Accounts Payable
      – Accounts View      ...
Business Insights Explorer Views




2008 Sage MAS 90 and 200 User Conference
Paperless Office Document Storage


                                           Print, store & retrieve journals &
        ...
E-mail & Fax Paperless Docs


                         • Accounts Receivable Invoices &
                           Stateme...
Payroll Direct Deposit


                             • Simplifies delivery – Activation via
                             ...
Direct Deposit Details
• Pricing and subscription amount
  stays the same
• Customers who currently own DD
  module will r...
State & Federal eFiling & Reports

     • Quarterly plain paper State and Fed Tax Form
       Reports in Payroll - no addi...
eFile Enrollment is Easy
• One time eFiling enrollment
  required
• Access enrollment form from
  within Sage application
...
Step 1                         Step 2




2008 Sage MAS 90 and 200 User Conference
Step 3                            Step 4




2008 Sage MAS 90 and 200 User Conference
Step 5                           Verify




2008 Sage MAS 90 and 200 User Conference
Taxpayer Authorization

    • Signed and faxed
      to eFile Center




2008 Sage MAS 90 and 200 User Conference
Where is it in Sage MAS 90 and 200?



• Payroll, Period End

   – Federal eFiling and
     Reporting
   – State eFiling a...
Where is it in Sage MAS 90 and 200?


• Accounts Payable,
  Reports

   – Form 1099 eFiling
     and Reporting




  2008 ...
How To Print eFiling and Reporting Forms

 • Select the
   appropriate
   state or
   federal form
 • Click Accept




  2...
• Completed
  report with
  data displays

• Help for
  Report Steps
  displays

• Review/Edit

• Customer
  knowsMAS 90a ...
How To Print eFiling and Reporting
                   Forms
• Clear
  visible
  reminders
  to ensure
  required
  fields ...
How To Print eFiling and Reporting Forms

• Prompts
  customer to
  verify
  completion
• Upon
  choosing
  ‘Agree’ saves
...
How To Print eFiling and Reporting Forms


• Print on plain
  paper or eFile
• Saved copy
  makes note if
  document was
 ...
Form and Report History

          What is saved
     • Time and date stamped
     • Actual filed form saved
     • Encryp...
State & Federal eFiling & Reports




2008 Sage MAS 90 and 200 User Conference
Forms are Updated Automatically

• Customers are alerted each quarter to update the forms -
  (20% change quarterly)



• ...
eFile
       Center
• View previously
  eFiled reports
• Message Center
• Accountants can
  track by client




  2008 Sag...
Improved AR & SO Usability


• Add ship-to address code to global customer change
• Allow multiple scans of same item in S...
Improved GL & AP Usability

                                           • GL Report Formats
                               ...
Saved Standard Report Settings




– Your workstation’s default printer automatically used with
  STANDARD report setting ...
Report Selection Simplification

• Simple Selection of Dates
   – Today, yesterday, this week, etc.
• Fewer keystrokes
• K...
Options & selections on same tab!




                                                         Check to keep
             ...
More Integration with Fixed
               Assets
                                           Quickly create an
           ...
Sage Integrations


• ACT! Link v 1.5
     – ACT! by Sage 2008
     – MAS 90 and 200 v4.10, 4.2 & 4.3
• ABRA HR
• Sage Pay...
Continued Integrations


        • Credit Card Processing – PC Charge
        • Crystal Reports
        • F9




         ...
Let’s Take a Look at v
                    4.3!




2008 Sage MAS 90 and 200 User Conference
Questions?




2008 Sage MAS 90 and 200 User Conference
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Whats New In MAS 90 & MAS 200 4.3

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Overview of new features added to MAS90 ERP version 4.3, released in 2008.

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  • Whats New In MAS 90 & MAS 200 4.3

    1. 1. What’s New in Sage MAS90 and MAS200 version 4.3? Ed Wlodarczyk Chris Mulhern Olympics - Deep Dive 2008 Sage MAS 90 and 200 User Conference
    2. 2. Why Upgrade to Version 4.3? • Customer value through features customers use • Customer-requested enhancements to printing functions • Paperless functionality • Easy upgrade from 4.2 keeping total cost of ownership low – Minimal data conversion required – Forms and customizations easily convert to 4.3 2008 Sage MAS 90 and 200 User Conference
    3. 3. Business Intelligence • New Dashboard – Update “look and feel” – Add ability to print graphics • New Charting in Business Insights Explorer 2008 Sage MAS 90 and 200 User Conference
    4. 4. New BI Dashboard 2008 Sage MAS 90 and 200 User Conference
    5. 5. New BI Dashboard 2008 Sage MAS 90 and 200 User Conference
    6. 6. Business Insights Explorer Views • General Ledger • Accounts Payable – Accounts View – Vendor View • Acct History by Period – History Invoices View • Account Memos – Open Invoices View • Transactions • Account Budgets – Repetitive Invoices View – Transactions View – Vendor Payments View • Transaction Details • Plus 19 AP previews! • Account History by Period • Inventory – Item View • Purchase Order – Transactions View – PO View with Line Items – Item Vendors View – History Invoices – History Receipts 2008 Sage MAS 90 and 200 User Conference
    7. 7. Business Insights Explorer Views 2008 Sage MAS 90 and 200 User Conference
    8. 8. Paperless Office Document Storage Print, store & retrieve journals & registers in PDF format Extended Solutions titles include: LM1018 –Journals & Registers LM1020 –Period End Processing LM1022 – Associated Source Documents SO1437 –Sales Order Invoices SO1463 –Sales Orders PO1165 –Purchase Order Forms AR1223 - Statements AR1225 –A/R Invoices PR1120 –Payroll Direct Deposit Stubs JC1147 –Job Cost Invoices 2008 Sage MAS 90 and 200 User Conference
    9. 9. E-mail & Fax Paperless Docs • Accounts Receivable Invoices & Statements • Sales Orders & SO Invoices • Purchase Orders & PO Return Orders • Customer RMAs & RMA Receivers • Job Cost Invoices • Payroll Direct Deposit Stubs 2008 Sage MAS 90 and 200 User Conference
    10. 10. Payroll Direct Deposit • Simplifies delivery – Activation via new registration key • Batches can be regenerated in case of communication failures • Configurable output file meets requirements of most financial institutions • Transfer file to the bank electronically or on CD • Employee Self-Service View available from Paperless Office 2008 Sage MAS 90 and 200 User Conference
    11. 11. Direct Deposit Details • Pricing and subscription amount stays the same • Customers who currently own DD module will receive new registration key • Data will convert if version (J) of Direct Deposit is installed – Version (J) used on MAS 90 and 200 v3.71 - 4.20 – For older versions or 3rd party interface, warning writes to conversion log & data will not convert 2008 Sage MAS 90 and 200 User Conference
    12. 12. State & Federal eFiling & Reports • Quarterly plain paper State and Fed Tax Form Reports in Payroll - no additional cost! – No W2/1099 form alignment required – W3’s and 1098’s included – Buy plain perforated forms from Sage Forms Division • Existing W2, 1099 & 941 form processing functionality still there (No moving the cheese!) • Electronic Reporting module available for annual filing for states that use Federal format New eFiling Service offered for all forms for transaction-based fee 2008 Sage MAS 90 and 200 User Conference
    13. 13. eFile Enrollment is Easy • One time eFiling enrollment required • Access enrollment form from within Sage application • On-screen detailed instructions • Powered by Aatrix • 5 Easy Steps 2008 Sage MAS 90 and 200 User Conference
    14. 14. Step 1 Step 2 2008 Sage MAS 90 and 200 User Conference
    15. 15. Step 3 Step 4 2008 Sage MAS 90 and 200 User Conference
    16. 16. Step 5 Verify 2008 Sage MAS 90 and 200 User Conference
    17. 17. Taxpayer Authorization • Signed and faxed to eFile Center 2008 Sage MAS 90 and 200 User Conference
    18. 18. Where is it in Sage MAS 90 and 200? • Payroll, Period End – Federal eFiling and Reporting – State eFiling and Reporting 2008 Sage MAS 90 and 200 User Conference
    19. 19. Where is it in Sage MAS 90 and 200? • Accounts Payable, Reports – Form 1099 eFiling and Reporting 2008 Sage MAS 90 and 200 User Conference
    20. 20. How To Print eFiling and Reporting Forms • Select the appropriate state or federal form • Click Accept 2008 Sage MAS 90 and 200 User Conference
    21. 21. • Completed report with data displays • Help for Report Steps displays • Review/Edit • Customer knowsMAS 90a 200 User Conference 2008 Sage at and
    22. 22. How To Print eFiling and Reporting Forms • Clear visible reminders to ensure required fields are completed 2008 Sage MAS 90 and 200 User Conference
    23. 23. How To Print eFiling and Reporting Forms • Prompts customer to verify completion • Upon choosing ‘Agree’ saves a copy of the report 2008 Sage MAS 90 and 200 User Conference
    24. 24. How To Print eFiling and Reporting Forms • Print on plain paper or eFile • Saved copy makes note if document was printed or eFiled in history 2008 Sage MAS 90 and 200 User Conference
    25. 25. Form and Report History What is saved • Time and date stamped • Actual filed form saved • Encrypted History Files – Small file (40-120K) • Review on screen • Print on plain paper 2008 Sage MAS 90 and 200 User Conference
    26. 26. State & Federal eFiling & Reports 2008 Sage MAS 90 and 200 User Conference
    27. 27. Forms are Updated Automatically • Customers are alerted each quarter to update the forms - (20% change quarterly) • All reports are automatically updated with a single click - (Fully automated) • Updates all forms via built-in web communication 2008 Sage MAS 90 and 200 User Conference
    28. 28. eFile Center • View previously eFiled reports • Message Center • Accountants can track by client 2008 Sage MAS 90 and 200 User Conference
    29. 29. Improved AR & SO Usability • Add ship-to address code to global customer change • Allow multiple scans of same item in Shipping Entry • When looking up Order Number, see “In Shipping” status for orders processed but not updated • Warn customers during Sales Order Entry when item discount not allowed • When entering Override Commissions, the commission percentage for salesperson defaults from Salesperson Maintenance 2008 Sage MAS 90 and 200 User Conference
    30. 30. Improved GL & AP Usability • GL Report Formats – Eliminate printing of zeros on selected reports – Improved Financials -Actual, Budget Variance & Period to Date columns added • AP 1099 INT Completes Boxes 8 & 9 2008 Sage MAS 90 and 200 User Conference
    31. 31. Saved Standard Report Settings – Your workstation’s default printer automatically used with STANDARD report setting or STANDARD form code – Set at a company level in Library Master, Company Maintenance 2008 Sage MAS 90 and 200 User Conference
    32. 32. Report Selection Simplification • Simple Selection of Dates – Today, yesterday, this week, etc. • Fewer keystrokes • Keep Selection Window Open – If no data selected to print – GL, AR, AP, SO, RMA & BR only 2008 Sage MAS 90 and 200 User Conference
    33. 33. Options & selections on same tab! Check to keep window open – clear to return to menu 2008 Sage MAS 90 and 200 User Conference
    34. 34. More Integration with Fixed Assets Quickly create an asset from Accounts Payable Invoice Data Entry or PO Receipt of Goods using pre-defined asset templates 2008 Sage MAS 90 and 200 User Conference
    35. 35. Sage Integrations • ACT! Link v 1.5 – ACT! by Sage 2008 – MAS 90 and 200 v4.10, 4.2 & 4.3 • ABRA HR • Sage Payroll Services • Credit Card Processing by Sage Payment Solutions 2008 Sage MAS 90 and 200 User Conference
    36. 36. Continued Integrations • Credit Card Processing – PC Charge • Crystal Reports • F9 FRx Financial Reporting –service update available for download 2008 Sage MAS 90 and 200 User Conference
    37. 37. Let’s Take a Look at v 4.3! 2008 Sage MAS 90 and 200 User Conference
    38. 38. Questions? 2008 Sage MAS 90 and 200 User Conference

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