BAASS Connect 2013 - Sage Payment Solutions and Print Boss Essentials UnleashedSps 2013 presentation


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Payment Processing powered by the Sage Exchange module gives Sage 300 ERP users the benefit of comprehensive business management coupled with credit card processing. Studies show that more and more purchases are being made with credit cards. Explore the
efficiency offered by a fully integrated payment processing system.

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BAASS Connect 2013 - Sage Payment Solutions and Print Boss Essentials UnleashedSps 2013 presentation

  1. 1. Sage Payment Solutions Unleashed and Print Boss Essentials Presented By: Paraman Srivatsalan
  2. 2. Payment Solution • • • • Session Information Sage Payment Solution Time: 10:00 AM to 10:45 AM Print Boss Essentials Time: 10:46 AM to 11:00 AM
  3. 3. Payment Solution Session Information
  4. 4. Benefits to BAASS Customers • PCI DSS Compliance - • Boosting your productivity—Process credit card payments directly from within your Sage ERP Accpac Order Entry and Accounts Receivable modules reducing errors and the need to double enter information. • Saving you time and money—Processing all payments in-house with Sage Exchange enables Sage to pass savings on to customers, resulting in a lower total cost of ownership.
  5. 5. PCI – DSS compliance • PCI-DSS is a set of requirements for enhancing payment account data security. Its standards include requirements for security management, policies, procedures, network architecture, software design, and other measures created to protect customer account data. Developed by American Express, Discover Financial Services, JCB, MasterCard Worldwide, and Visa International (the founders of the PCI Security Standards Council), PCI-DSS is designed to facilitate global adoption of consistent data security measures. There are 12 requirements that fall into six categories:
  6. 6. PCI – DSS compliance • Build and Maintain a Secure Network: Install and maintain a firewall and use unique, high-security, passwords with special care to replace default passwords. • Protect Cardholder Data: Whenever possible, cardholder data must not be stored. You must also encrypt any data passed across public networks, including your shopping cart and webhosting providers. • Maintain a Vulnerability Management Program: Use antivirus and keep it up date. Develop and maintain secure operating systems and payment applications. Ensure the applications you use are compliant (see
  7. 7. PCI – DSS compliance • Implement Strong Access Control Measures: Access to cardholder data – both electronic and physical – should be on a "need-to-know" basis. Ensure those people with access have a unique ID and password. Do not share logon information. • Regularly Monitor and Test Networks: Track and monitor all access to networks and cardholder data. Ensure you have a regular testing schedule for security systems and processes including firewalls, patches and anti-virus. • Maintain an Information Security Policy: It's critical that your organization has a resource for governing your company’s data security. Ensure you have a policy and that it's disseminated and updated regularly.
  8. 8. Top 5 Reasons to choose Sage Payment Processing. • Tight business integration Payment transactions flow through your Sage ERP modules using the familiar Sage ERP Accpac workflow. Information only needs to be entered once, so errors and time are reduced. • Compliance with Payment Industry Standards Encrypted CC information saved in Sage Vault • Increased cash flow • Faster shipping • Online reporting Secure online access to all your key transaction information is included for your merchant account, 24/7,.
  9. 9. Additional Reasons • The sage payment solution (credit / Debit card processing) software is free • Sage will match or better any existing merchant agreements.
  10. 10. Demo – Sage Payment Processing • • • • Entering CC Processing in AR Processing in OE View Sage payment Processing
  11. 11. New Features in Sage 300 2012 Release
  12. 12. Comparison Comparing Paytelligence C. C. processing Vs. Sage Payment Solution
  13. 13. What is Next? • BAASS will qualify you as a Payment processing candidate, Provide Quote for services. • Sage Payment Processing will qualify you and provide a merchant agreement matching or better than you have. • Finalize the Sage Exchange account. • Schedule the install, configuration and training
  14. 14. Print Boss Essentials • Printing Cheques, Forms and Reports • Automated Distribution via Email • Automated filing
  15. 15. Printing Cheques • • • • Printing on generic stock Print for multiple banks Electronic Signatures with audit logs Positive Pay file generation
  16. 16. Printing, Distributing and Filing • • • • Use plain paper Add Logo’s and graphics Auto generate Unique - Multiple copies Print, email or file