Take your Reporting to the Next Level with Sage Enterprise Intelligence

The document outlines an introductory webinar on Sage Intelligence Financial Reporting. It introduces the presenters Kelly Hummel and Sean Fleming and details how the webinar will be structured. The webinar aims to educate Sage 300 users on basic BI capabilities and help them choose the best solution to transition from Financial Reporter. An overview of the topics to be covered is provided, including copying reports, existing report modification, layout generation, and report distribution. Finally, information on upcoming webinars in the series is included.

Sage 300: Take your Reporting to the Next Level with Dataself

This document summarizes a webinar on Sage Intelligence - Financial Reporting. It introduces the presenters and details that the webinar will last 30-60 minutes. Attendees are asked to type any questions in the question box. The goals of the webinar series are to educate Sage 300 users on BI tools and help them choose the best solution. This webinar will cover copying reports, existing reports that can be modified, using the layout generator, formatting calculations, saving templates, and distributing reports. Information is provided on upcoming webinars in the series and contact details are listed for follow up questions.

Sage 300 Intelligence Operational Reporting

This document provides an overview and agenda for a webinar on Sage Intelligence Operational Reporting. The webinar will demonstrate how to copy existing reports, modify inventory, sales, and purchasing reports, and create a basic report from scratch in Sage Intelligence. It will also cover dashboards, the sales flash report, trends, and saving and distributing reports. The presenter is Sean Fleming from Net@Work and the webinar is part of a Sage 300 Intelligence series covering business intelligence tools for Sage 300 users.

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This webinar covered Sage 300 common services setup options including company profile, fiscal periods, email settings, bank options, tax options, and administrative services security. It was presented by Kelly Hummel and Sean Fleming of Net@Work. Attendees were encouraged to ask questions and register for future webinars in the Sage 300 setup series covering additional modules over the coming months.

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This webinar covered parameters in queries and Crystal reports. A parameter is a variable used to select data, allowing the same query to be run multiple times with varying results. The webinar demonstrated setting parameters in secure queries, more query parameters, adding parameters to Crystal reports, and creating parameter fields. Questions from attendees would be posted online and future topics were discussed.

The webinar details a presentation from InfinityHR and Net@Work on automating HR processes from hiring to retirement using InfinityHR software integrated with NetSuite. The 1-hour webinar will include a system overview, demonstration of the NetSuite integration, and discussion of the implementation methodology involving configuration, data conversion, and training to deploy the integrated solution. Attendees are invited to type any questions into the question box during the webinar.

Sage 300: Stop the Paper! Unlock the Power of Simple Document Management

This webinar presentation provided an overview of document management tools for Sage 300. It introduced Nancy Lavery from Robert Lavery and Associates and Sean Fleming from Net@Work as presenters. The webinar covered using the Document Management Link, Notes, and Applets to store documents, notes, hyperlinks, and images outside of Sage 300 but linked to specific records. Attendees were polled and questions taken. A live demonstration of the Orchid DML, Notes, and Systronics Applets followed. Contact information was provided to follow up on any other questions.

Sage Enterprise Intelligence for Sage 500 & Sage X3

This document provides information about an upcoming webinar on Sage Enterprise Intelligence Reporting. It includes details on how to connect to the audio for the webinar, as well as contact information for any technical difficulties. It then introduces the presenters and provides an overview of the key capabilities and benefits of Sage Enterprise Intelligence, including dashboards, analytics, budgeting and forecasting, reporting, and data warehousing capabilities. Finally, it includes pricing information for the different server and user components of Sage Enterprise Intelligence.

Unleash the power of Sage 300 with Extended Configurations

Robert Lavery and Sean Fleming from Net@Work presented a webinar on extended configurations in Sage 300. They discussed adding alerts via email when field values change, adding field-level security, reporting on database changes for security, and creating simple workflows. Attendees were asked a polling question and shown a live demo of Sage 300 third party solutions. The presentation lasted around 30-60 minutes and questions were taken in the chat. Participants were encouraged to register for upcoming webinars on automation, document management, warehouse management and other third party solutions.

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This document summarizes a webinar presented by Sean Fleming on visual process flows in Sage 300. The webinar provided an overview of visual process flows, how they are installed with each module, how to navigate them, security settings, how to compare visual process flows before and after making changes, and the file location for backups. It also included a live demonstration of visual process flows in Sage 300. The webinar is part of a Sage 300 setup series covering various configuration options to understand their impact and ensure they are updated as a company grows.

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Sage 300: Understanding your setup options for Optional Fields

The document is a presentation about optional fields in Sage 300 ERP. It discusses planning for optional fields, field types and limitations. It then covers modular setup and integration with general ledger. The presentation demonstrates optional field setup in Sage 300. It also discusses the Orchid Extender which provides additional capabilities for optional fields like populating fields, validating data, logging changes and creating actions. Sample Orchid Extender scripts are reviewed along with key benefits like customizing Sage 300 without programming. The audience is polled and instructed to register for the next webinar in the series.

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Sage Summit 2013 Updates for Sage 300 Construction and Real Estate (Timberline)

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TAG provides outsourced bookkeeping, controller, and CFO services to strengthen accounting departments and management. Whether a company needs a weekly controller, bookkeeping assistance, or higher-level oversight, TAG can fill the need using certified consultants and the best accounting software for the building industry such as Sage Timberline Office. The presentation highlighted new features for Sage 300 CRE including SQL database integration, dashboards, and compliance features to improve efficiency and reporting. Companies must upgrade to Sage 300 CRE version 9.8 or higher by January 1, 2014 to continue receiving support.

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In the December 2012 issue of HBR, the Harvard Business Review declared that no job would be more sought-after over the next decade than data scientist, which is named the sexiest job of the 21st century, by DJ Patil, the then Chief Data Scientist. Fast forward to today, the statement is still valid. For those who are planning to enter data science, we have different types of specialization today. With advancements in technology and an onslaught of data that grows by the second, data science professionals are incredibly well-positioned to find jobs in a wide range of industries with varying and challenging job duties.

BrightPay & QuickFile: Connecting Payroll and Accounting Software

In the past, payroll software and accounting systems stood side by side, but they never spoke or communicated directly with each other. Thanks to API integration, we have added the ability to connect BrightPay to a number of accounting packages, one of these being QuickFile. BrightPay’s integration has made it possible for the instant flow of payroll information from the payroll software to QuickFile. Instead of having to manually enter the payroll journals into the QuickFile system, they can be sent directly from BrightPay to QuickFile at the click of a button. It couldn’t be any easier. For more information, please visit www.brightpay.co.uk

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This document discusses how to deliver automation at scale, including establishing demand, infrastructure, delivery methods, operations and maintenance, and future capabilities. It outlines key considerations like staffing roles, demand management beyond sales materials, setting up secure cloud-based infrastructure, standardizing practices, choosing resource models, monitoring bots, reporting metrics, and emerging technologies like artificial intelligence. The overall goal is providing a framework for organizations to successfully run large-scale robotic operations.

Introduction to Azure Machine Learning

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Machine Learning runs predictive models that learn from existing data in order to forecast future behaviors, outcomes, and trends. A practical example for this is when you swipe your credit card somewhere and the bank verifies via Machine Learning if the transaction is likely to be a fraud. An other example are online shopping recommendations based on what you want to buy and what others have purchased before. In this session, we'll lay the foundation for understanding the basics of Machine Learning, and see some practical examples of how it can be implemented on Azure

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This document summarizes the Full Circle Budget software, which is an Excel add-in that allows users to enter budget data directly into Excel and have it saved into Microsoft Dynamics GP or SL. It streamlines the budgeting process by eliminating the need for manual data entry or copying between Excel and the ERP system. The software works with most leading financial reporting tools and allows real-time or batched saving of budget amounts and comments. It provides benefits like easy configuration, control over the budget process, and elimination of complex workbook linking between Excel and the ERP database.

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Sage 300 Year End Closing (Core Modules)

The document summarizes a webinar on Sage 300 year-end closing procedures for core modules. Kelly Hummel and Sean Fleming from Net@Work presented the webinar and discussed backing up key Sage 300 files and databases. They demonstrated Sage 300 year-end closing steps in the software. The webinar was part of a year-end closing series, with the next webinar focusing on payroll. Attendees were invited to register for future webinars on the topic.

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This document provides details about a webinar on automating cash management using RecXpress for Bank Services and cashflow forecasting tools in Sage 300. The webinar was presented by Nancy Lavery of Robert Lavery and Associates and Sean Fleming from Net@Work. The webinar demonstrated how to automate bank statement reconciliation, generate accounting entries, and match transactions. It also showed how to forecast cashflow using Sage 300 data and identify potential issues. The webinar concluded by encouraging attendees to register for upcoming webinars on automation, document management, and other Sage 300 third-party solutions topics.

Sage 300 Understanding your setup options for Item Pricing

This document summarizes a webinar on item pricing setup in Sage 300. The webinar was presented by Sean Fleming and Kelly Hummel of Net@Work. It covered various pricing options in Sage 300 including price lists, discounting, price approvals, and customer-specific pricing. The webinar included a live demonstration of pricing setup and solutions. Attendees were asked to register for upcoming webinars in the Sage 300 setup series.

Digitize Your Accounting Team! Automation Tools for Sage 300

This document provides details about an upcoming webinar on TaiRox productivity tools for Sage 300. It introduces the presenters, Sean Fleming and Nancy Lavery. It notes the webinar will last 30-60 minutes, questions can be typed in the question box, and all phone lines will be muted. The goal is to discuss TaiRox productivity tools and how they can help businesses using Sage 300 software. Contact information is provided for Kelly Hummel and Sean Fleming at Net@Work for any follow up questions.

Understanding your setup options for Inventory Control

The document summarizes an online presentation about inventory control setup options in Sage 300. Kelly Hummel and Sean Fleming from Net@Work presented on various inventory control configuration topics like processing options, item statistics, costing methods, and categories. They also polled attendees and demonstrated live setup in Sage 300. The webinar series aims to help companies understand setup impacts as they grow and determine if any options need updating.

Useful Tools in Sage 300 Administrative Services

The document summarizes a webinar about useful tools in Sage 300. The webinar introduced presenters from Net@Work and outlined details like duration and how to ask questions. It explained the goals were to expose key Sage 300 features to gain efficiencies and educate users on an upcoming webinar series with deep dives into features. A poll asked which topic users wanted covered first. The webinar then demonstrated live looks at Sage 300 tools like users/security, custom forms, and database backups. It thanked attendees and provided contact info to register for the next webinar.

Sage 300_ Sage Business Intelligence

This document summarizes a webinar about Sage Business Intelligence for Sage 300. The webinar was presented by Rob Bassett, a Sage 300 Sales Manager, and Sean Fleming, a Senior Solutions Engineer. The webinar provided an overview of the key features of Sage Intelligence, including dashboards, financial statements, divisional reporting, and connecting to external databases. It also demonstrated the modules within Sage Intelligence and compared it to other business intelligence solutions like Sage Intelligence Reporting Cloud, Sage Enterprise Intelligence, and Dataself. The webinar encouraged participants to register for future webinars that would provide deeper dives into Sage 300 features and their benefits.

Sage 300: Understanding your setup options for Credit Card Processing

This webinar presentation was given by Sean Fleming and Kelly Hummel of Net@Work to discuss credit card processing setup options in Sage 300. The webinar lasted 30-60 minutes and included a poll question for participants. The goal of the webinar series is to understand how different setup options in Sage can impact a company as it grows and whether any options need updating. This specific webinar focused on credit card processing setup options.

Sage 300: Free Features with Payroll

The document summarizes a webinar about features included with Sage 300 Payroll. It introduces Kelly Hummel and Sean Fleming as the presenters and states they will provide an introduction to key payroll features and educate users on an ongoing webinar series with deep dives into Sage 300 features. The main areas of focus for this webinar are the Aatrix filing center, Sage Time, Sage Payroll Services, My Workforce Analyzer for ACA compliance, and a payroll Q&A session.

Sage 300 Year End Closing (US & Canadian Payroll)

This document summarizes a webinar on Sage 300 USD & CDN Payroll Year End Closing procedures. The webinar was presented by Kelly Hummel and Sean Fleming from Net@Work. They discussed the different procedures that need to be completed at year end to ensure payroll compliance, including backing up important Sage 300 files. They also encouraged attendees to register for upcoming webinar series on Sage 300 topics from Net@Work.

Sage 300: The Other Included Features

This document summarizes a webinar about key features in Sage 300. The webinar was presented by Kelly Hummel and Sean Fleming and aimed to educate users about efficiencies that can be gained through proper use of Sage 300 features. It also promoted an upcoming webinar series that will provide deeper dives into Sage 300 features and how they can benefit companies. The areas of focus for this initial webinar included customer communications, productivity improvements, business intelligence/reporting, security, and training.

Understanding your setup options for Accounts Receivable

Sean Fleming of Net@Work presented on Accounts Receivable setup options in Sage 300. The webinar covered various AR processing, credit check, statistics tracking, account sets, distribution codes, items, dunning messages, interest profiles, payment codes, salespersons, and general ledger integration options. Attendees were encouraged to register for upcoming webinars in the Sage 300 Setup Series covering additional modules like inventory control and purchase orders. Questions from attendees were taken at the end.

Sage 300 (Accpac): Number Changers – Best Practices and Rules to Follow

This document summarizes a webinar about number changers in Sage 300. The webinar was presented by Kelly Hummel and Sean Fleming from Net@Work. They discussed the key number changer modules in Sage 300 including GL, AP, AR, and IC number changers. They emphasized the importance of backing up data before using number changers and demonstrated how to access and use the number changers. The webinar was meant to educate users about number changers and a upcoming webinar series providing more in-depth training on Sage 300 features.

Useful Tools in Sage 300 Common Services

Kelly Hummel, Director of Sage 300 at Net@Work, presented an introduction to useful tools in Sage 300. The webinar provided an overview of key features like the fiscal calendar, scheduling, currency, and optional fields that can help companies gain efficiencies. Hummel encouraged attendees to register for upcoming webinars that will take a deeper dive into specific Sage 300 features and how they can benefit businesses. Contact information was provided for attendees to ask questions or register for the next webinar in the series.

DrillPoint Advanced Report Writer Module for Abila MIP

This webinar presentation summarizes the DrillPoint reporting software. It will include an overview of DrillPoint's history and benefits, how it licenses with the Abila MIP suite, and a live product demonstration. Attendees can ask questions after the roughly 50-minute presentation. Presenters are from Net@Work and Capital Business Solutions and will discuss how DrillPoint delivers interactive Excel-based reports to empower nonprofit managers.

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CRM is Included – What is it and How Does it Work With Sage 300

This webinar provided an introduction to CRM capabilities that are included with Sage 300. CRM allows companies to improve customer service, market more effectively, and empower sales and customer service teams. Key CRM features highlighted include opportunities to track sales pipelines, mobile apps, and integration between Sage 300 and CRM. The presentation concluded by taking a live look at the Sage CRM interface and inviting attendees to future webinars for more in-depth training on Sage 300 features.

Sage 300 Tips and Tricks

This document summarizes a Sage 300 webinar on tips and tricks. The webinar aimed to introduce key Sage 300 features that can improve efficiency, and educate users on an ongoing webinar series with deep dives into Sage 300 features. It provided an overview of presenters and participation details. The webinar focused on keyboard shortcuts, Finder settings, streamlining reporting, process improvements, and simple customizations. Users were encouraged to note unfamiliar but useful insights.

Features & Functionality in Sage 300- I Moved to Sage 300c - What Comes With It?

This webinar presentation summarized new features in Sage 300c 2017 including improved web screens that support full-width screens and optimized field layouts. It also covered enhanced mobility with 18 additional web screens. Key functionality improvements were faster processing of incoming payments through quick credit card pre-authorization and quick-charging. Inventory optimization and forecasting tools were demonstrated. The webinar concluded with support details for Sage 300 2017 and 2016 versions.

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Sage HRMS Configuration and Business Response and HR Planning

This webinar covered how businesses and HR can navigate the new normal brought about by the COVID-19 pandemic. It discussed key HR challenges like remote work, organizational culture and crisis response. A guest speaker provided strategies on improving culture and preparing for long term changes. The presenters also demonstrated features of the Sage HRMS/Abra software for tracking leave policies, absences and unemployment claims. Participants were encouraged to leverage the full capabilities of the system to manage workforce impacts of the crisis. Questions from attendees were addressed before concluding with information on connecting with the presenters.

Employer Update & Getting Business Back on Track

This webinar provided information to help organizations and employers prepare for long-term impacts of the COVID-19 pandemic. The webinar discussed lessons learned from the crisis, ways to support employee communication and morale during extended remote work, and changes that may come after the pandemic, such as increased telework options and health screening protocols. The presentation also outlined steps organizations can take to update emergency plans and policies to facilitate long-term remote work and prepare for future crises.

Tips on the IRS & DOL Employer Tax Credits & Loans

The document provides information about an upcoming webinar on the Work Opportunity Tax Credit (WOTC) and CARES Act SBA loans. It includes details on the webinar agenda, presenters and their backgrounds, an overview of WOTC target groups and eligibility, how WOTC is calculated and can benefit employers, and summaries of the Economic Injury Disaster Loan and Paycheck Protection Program provided by the CARES Act.

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This webinar covered planning and working remotely due to COVID-19. The presentation was about 1 hour long and covered security and separation of duties in Sage 100, automated processes, payroll changes for the new tax rules, business insights reporting, and cloud hosting options for Sage 100. Attendees were encouraged to type any questions into the questions box. Contact information was provided for follow up.

The New Remote Workforce & The Case for Hosting Your Sage Solution in the Cloud

The document is a presentation about hosting Sage solutions in the cloud. It discusses the benefits of cloud hosting such as increased security, reliability, and flexibility compared to on-premise systems. It also describes several cloud hosting options from Cloud at Work for Sage environments - Sage Secure Backup for backups, Sage Hybrid Secure for smaller environments, and Sage Virtual Private Cloud for companies that require high availability. Each option provides different levels of security, support, backups and pricing starting at $50-120 per user per month.

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This document contains a summary of a webinar on coping with COVID-19 and keeping the workplace moving. It discusses best practices for remote workforces including securing employees, communication, and productivity. It provides an overview of the FFCRA and its requirements for paid sick leave and expanded FMLA, including qualifications and leave reasons. Links to IRS and DOL FAQ pages on the FFCRA are also included.

Tax Compliance in the Wake of COVID-19 What’s Changed

This webinar provided information on tax compliance changes and relief efforts due to the COVID-19 pandemic at the federal, state, and international levels. Key points discussed included delayed federal and many state income tax deadlines to July 15, 2020 without penalties or interest, various tax payment deferrals and waived penalties for businesses in different states and countries, and temporary VAT rate cuts in some nations. The presenters encouraged attendees to check Avalara's blog for ongoing updates and resources on evolving tax relief policies.

Fixed Assets are Suddenly Mobile “At Home” Assets

This webinar discussed how Sage Fixed Assets software can help companies track their fixed assets remotely. The presenter explained the key modules of Depreciation, Tracking, Planning, and Reporting. She also addressed common challenges of working remotely such as technology needs, equipment ownership policies, and maintaining business continuity. Participants were invited to ask questions and informed of an upcoming webinar on optimizing remote workforces.

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This webinar discusses how engaged employees affect the bottom line. It defines employee engagement as similar to customer loyalty for HR. Research shows that only 30% of employees are engaged, with millennials being the least engaged. The webinar covers how to improve engagement through building an employer brand across social media and digital experiences, focusing on referrals, onboarding, growth opportunities like coaching, and measuring engagement. It emphasizes that engaged employees are less likely to leave, work more effectively and help improve the organization.

Endpoint Security & Why It Matters!

This webinar discussed endpoint protection and managing risks for small and medium-sized businesses. It covered the essential elements of endpoint protection like perimeter security, email defense, and endpoint protection. Attendees learned about defining organizational standards, understanding their risk without protection, and assessing their current security practices. The presentation recommended regularly reviewing standards, selecting the right tools, and ensuring ongoing staff training to properly manage endpoints and security risks.

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The document provides details about a webinar presented by Mark Boutilier and Julie Tibbs of Net@Work Employer Solutions. The webinar discusses how HR technology can help non-profits with challenges such as recruiting and retaining employees, managing benefits and payroll, and reducing technology costs. It provides examples of how features like social media integration, online forms, dashboards and analytics can help non-profits engage and empower employees while streamlining processes. The webinar also discusses Net@Work's philanthropic initiatives and eligibility for software donations to non-profits through the Sage Foundation.

Document Capture: Never Touch a Document Again

The webinar discussed document capture solutions from DocLink. DocLink allows users to capture documents from various sources like email, fax, scanning, barcodes, and OCR into searchable files. It integrates with ERP systems and provides options for automated workflow and delivery of documents. The webinar covered different capture methods available in DocLink like ScanLink, Import Manager, mobile capture, ERM Capture, and OCR to suit different document types, volumes, and processing needs. It emphasized how DocLink can eliminate manual data entry and filing to reduce costs and improve accuracy.

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The webinar discusses the benefits of using Abila MIP Payroll software for non-profits. It allows allocating wages across grants, departments, and activities. It can also spread payroll tax and benefit expenses accordingly. The software manages leave accruals and balances. Payroll entries are seamlessly transferred to accounting. Tax reports pre-fill with payroll data for easy filing. The presenter takes questions at the end.

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This document summarizes a webinar about Sage reporting and analytics tools. It introduces Sage Intelligence as a reporting tool that pulls data from Sage 100 and other databases into Microsoft Excel for easy customization and analysis. It then describes the key modules of Sage Intelligence, standard reports it includes, features like distribution of reports, and concludes with contact information for the presenters.

How the IRS 2019 Form W-4 Will Change Payroll

This webinar discussed changes to the W-4 form that will take effect in 2020. The proposed 2019 W-4 was very complex with 11 pages of instructions, so it has been postponed. Modest decreases in federal income taxes are possible for some employees under the new tax law, so payroll departments should encourage employees to use the IRS payroll calculator to ensure accurate tax withholding. The presentation concluded by noting resources payroll professionals can use to stay up to date on the W-4 changes.

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