Keith Greeno - Tips & Tricks

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Keith Greeno - Tips & Tricks

  1. 1. Tips & Tricks: I didn’t know Accpac could do that”Keith Greeno Bcomm. CMA
  2. 2. Agenda• Sage Accpac continuous enhancements• Training and getting support• Effective user of Finder• Cash Management/Bank reconciliations• Transaction inquiry• Financial Reporter/drill down• Effective data entry shortcuts• Other• Questions?
  3. 3. Sage Accpac continuous  enhancements• Why stay current?• What’s in it for me?• Reducing the total cost of ownership
  4. 4. Training and getting support• Sage Support agreements – Sage support access – Anytime training – Knowledge base• Asyma support agreements (Knowledge agreements)• Asyma web site training videos• Sage University
  5. 5. Effective use of Sage Accpac ‐ Finder• Setting based in individual preferences• Key field selection• Find by selections (Criteria settings) – Smart list generation• Select columns • Reorder columns
  6. 6. Cash Management/Bank  Reconciliations• Bank balance review• Cash requirements report (Accounts Payable)• Enhanced cash management/forecasting• Automated bank reconciliation with OFX• Automated bank reconciliation with third  party
  7. 7. Transaction Inquiry• Transaction drill down – All entry screens – All integrated modules• Customer inquiry • Finder (Smart lists)
  8. 8. Financial Reporter• Flexible versions (IFRS, Internal, External)• Excel functionality (Graphics,  Formatting)• Drill down to detail (Forest to trees)
  9. 9. Effective Data Entry ‐ Short Cuts• Use of templates (OE, PO)• Default fields (Customers, Vendors)• Alt Key (Keyboard shortcuts)• Zoom function (F9, Details)• Customize entry screen (UI and Columns)• Fast entry (AR, AP, GL)• Grouping menus by individual/task
  10. 10. Other• Import/Export functions• Macros• Optional fields• Recurring entries• Master file changers
  11. 11. Questions?We do more than measure value, we help create it.Our expertise in management, accounting and technology can help you grow a successful  business. – Analyze & streamline business processes – Business improvement support  – Customize business system design – Manage costs and enhance revenue – Technology enhancements • Software selection • Implementation and training • Ongoing support kgreeno@asyma.com#1520 36th Street North #200 10520‐178th Street #1309  151 Country Village Rd NELethbridge AB T1H 5H8 Edmonton AB T5S 2J1 Calgary AB  T3K 5X5Phone 403‐328‐8188 Phone 780‐448‐9895 Phone 403‐807‐8985Fax 403‐381‐8057 Fax 780‐447‐4960Toll free 1‐877‐448‐9895

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