3. #InspireTour
Sharing Sage 50 data with your accountant
Before cloud connected solutions
• Export onto a USB stick then:
• Mail to your accountant
• Drive to your accountants office
• Export onto cloud storage (Dropbox)
• Accountant visits your office
Risks
• Stop working – lost productivity
• Data corruption
• Incompatible files
• Lost / damaged USB sticks
4. #InspireTour
Sharing Sage 50 data with your accountant
With cloud connected solutions
• Your accountant can now access your Sage 50 data from their own computer
• You’re in control of who can access and when
• Single ledger ‐ Everyone see’s the same data and any updates are instantly shared.
• Simply register and its ready to use
Sage Drive
No Data
Corruption
No lost data
Always
compatible
More time
working
No networks
or
installations
5. #InspireTour
Accessing your clients financial transactions
Before cloud connected solutions
• They’ll give you paper based records in:
• Shoeboxes
• Garbage and grocery bags
• They give you a USB stick
• Send in the mail
• Hand to you in person
• Download CSV files from cloud storage
services such as Dropbox
• You visit their office
Challenges
• Lots of time required to sort through
piles of paper
• Lost invoices, receipts and statements
provide incomplete view of finances
• Incompatible and corrupt data files
• Lost / damaged USB sticks
• Left to chase clients for missing
paperwork or replacement data
• Meltdown
6. #InspireTour
Accessing your clients financial transactions
With cloud connected solutions
• Using Sage 50 you can now access your Sage 50 and Sage One clients data from
anywhere at anytime.
• Latest copy of your clients data is available on your computer – even when offline
• Your Sage One clients data is still accessible on any device with a web browser such as
a PC, laptop, tablet or smart phone.
• No need to ever again be held up by lost, incompatible, corrupt or damaged data
Sage Drive
7. #InspireTour
Accessing your clients financial transactions
Adios to paper based bookkeeping
• MASSIVELY REDUCE the amount of paper you receive from clients
• All of your clients transactions available in Sage 50
• No need for your clients to use or learn software.
No paper
drops
No lost
receipts
No end of
year
meltdown
Less manual
entry
How much time would you save if the manual
entry for 25%, 50%, 100% of your shoebox
clients was automated tomorrow?
8. #InspireTour
Invoicing with Sage 50 Accounting
Before cloud connected solutions
• Invoices have to be created and
managed from your PC or laptop
• Payments received are updated
manually
• Customers sometimes limited in their
payment methods
Challenges
• Invoicing is left until the end of the
week
• Delayed payments or worse, no
request for payment sent
• Admin time increasingly saps
productivity
• Cash flow status is rarely up to date
• Mobile sales forces forced to dial
orders in from the field
9. #InspireTour
Invoicing with Sage 50 Accounting
With cloud connected solutions
• Send an invoice from anywhere at anytime on any PC, laptop, tablet or smart
phone device.
• Simple invoicing user interface makes creating an invoice faster and more
convenient than ever
• Customers can pay upon receipt of your invoice using their credit or debit card
via PayPal or Sage Payment Solutions (auto updates payment status of invoice)
• Mobile workforces can invoice at anytime from the field
No invoicing
admin build
up
Reduced
debtor days
Cash flow
becomes
more visible
Sage Drive
10. #InspireTour
Invoicing on behalf of your clients
Before cloud connected solutions
• Clients send you invoice details for you
to produce and issue
• Clients send invoices for you to record
in their Sage 50 company record
• Clients inform you of payment receipts
Challenges
• Lots of paper and emails going back
and forth
• Becomes an administrative burden
• Too much room for loss and error
11. #InspireTour
Invoicing on behalf of your clients
With cloud connected solutions
• Clients take back ownership of their invoicing
• Simple invoicing process using software that isn't intimidating
• Easy for clients to keep up to date and some payments will even auto update for
them
• You can access and see the status of invoices whenever the client needs you to
Less admin
for you
Client is in
control and
confident
Easily
accessible
information
Sage Drive
Clients
invoicing
data is
organised
12. #InspireTour
Backing up and securing your data
Before cloud connected solutions
• Save a copy of your data:
• To your hard drive
• To a USB stick
• Upload to a cloud storage service
• Manual process, you decide when the
backup takes place
Challenges
• Relies on you telling Sage 50 when to
back up
• External data stores can break or
become corrupt
• Hard drive back ups can be lost if your
PC or laptop is stolen, damaged or
becomes corrupt
13. #InspireTour
Backing up and securing your data
With cloud connected solutions
• Automated backup to secure, external cloud storage.
• Data corruption associated with cloud data storage becomes a thing of the past
• Local copy available at all times on your PC or laptop
Sage Drive
14. #InspireTour
Sage 50 Accounting cloud connected solutions
Desktop, cloud or both…its your choice!
Mobile invoicing
& expenses
Sage Drive
From $1 p/month FREE for 1st year From $7.20 p/month
From $29 p /month
15. #InspireTour
Sage 50 Accounting 2015
In summary
• Canada’s most powerful accounting application
• The speed of desktop, the convenience of cloud connectivity
• Accessible from anywhere at anytime
• Automated, secure backup with reliable local data storage
• Easy to share data with colleagues and your advisors
• Do business on any device – PC, Mac, Tablet, Mobile
• Available from only $29 per month
16. Thank you for your time
Keith Arkle
keith.arkle@sage.com
Available for questions at the Sage 50
& Sage One booths