Invoice Entry screen showing error duplicate invoice

Stop Posting of Duplicate Invoices

How can you do this automatically in Sage 300?

How much time is wasted by your staff dealing with duplicate payments?

Managers get upset as their budgets are hit with costs that can hang around until funds are recovered. Your staff are embarrassed about having to recover funds from suppliers. Then there is the time taken by your staff in dealing with this issue.

Sage 300 prevent users from entering the same invoice number for the same supplier. However numbers may look the same but are different. For example 000123 is not the same as 123.

First, have all staff trained in entering invoice numbers exactly as they appear on the invoice, including leading zero’s, hyphens prefixes such as ‘IN’. This will allow Sage 300 to correctly identify matching invoice numbers.

Then Sage will alert your staff to already entered invoice. You can also have alerts for invoices with the same date and or the same amount.

If you want help implementing these controls don’t hesitate to contact us.

Invoice foooter showing pay now button

Sage 300 2021

Updated visual process flows

Sage have redesigned Visual Process Flows so they no longer require Adobe Flash and in 2021 they are not editable.

Accept payments through online providers

You can now accept payments from your customers through online payment service providers such as PayPal and Stripe. Invoices can include a Pay Now button.

Withholding taxes for sales

In Tax Services, in addition to withholding taxes for purchases, you can now set up withholding taxes for sales.

Use longer numbers for checks and deposit slips

You can now enter check numbers and deposit slip numbers that are up to fifteen characters long.

Specify customer account sets in O/E templates

You can now specify customer account sets in Order Entry templates.


To find out more about these features or to plan an upgrade just contact us.

Customer screen showing multiple contacts

Sage 300 2020

Multiple contacts for customers and vendors

You can now set up multiple contacts for customers and vendors. If you have integrated Sage 300 with Microsoft Office 365 or with Sage CRM, the new contacts are supported in the Sage Contact app for Outlook 365 and in Sage CRM.

Improved help

We’ve updated Sage 300 help to make it easier for you to find important information and instructions. Also, you can now use internet search engines to find information in the help.

Use online bank feeds to reconcile bank accounts

Bank feeds make it fast and easy to get transactions from your bank, and they’re supported by most major banks.

General Ledger integration with Tax Services

Integrating General Ledger and Tax Services allows you to enter tax amounts in G/L journal entries.

Tolerances on Purchasing Workflow Receipt Entry

Added the ability to have a tolerance percentage applied to Receipt Entry.

Purchasing Workflow PO Change Orders

Added a new screen, PW PO Change Orders. This screen allows users to process a PO change order on an already approved PO. The original PO is closed.


To find out more about these features or to plan an upgrade just contact us.

Global Search screen shot

Sage 300 2019

Global Search

Type a name, description, number, or code in Global Search to quickly find transactions or records in your database. You can search for people, companies, transactions, accounts, and many other types of records. Now you can google your accounting system.

Support for E-Invoicing

Added support for E-Invoicing via PEPPOL (receiving) in the Document Processing Service in Payables Workflow. Allow suppliers to add invoices for you to approve, without having the enter the data, saving time and increasing accuracy.

Quick Review for Payables Workflow approval console

This screen can be opened by clicking the Quick Review button, The screen shows key information fields and the invoice side by side, saving time for more important work.

Export Declaration Number field

In Accounts Receivable and Order Entry, you can now enter export declaration numbers for individual invoice details.

Tax Reporting programs for Australia and Singapore

If you report taxes in Australia or Singapore, new programs are available to help you gather and prepare information that you need for tax reporting.

Reverse Charges

In Tax Services, you can set up reverse charges (also called customer accounting or self-assessed taxes) for purchases.

Withholding Taxes

In Tax Services, you can set up withholding taxes for purchases.

Workflow In-process Emailing

Reduce workflow approval processing time by turning off in-process emailing on the PW Options screen and use server emailing service.

Funds Availability pop-up screen

Updated the Requisition Entry and Approval Console screens to use the new pop up forms released in Funds Availability.

Multichannel Document Processing Service

Added support for multichannel Document Processing Service invoice processing.

Multiple receipts

Multiple receipts to a single Payables Workflow-Purchase Order Invoice.


To find out more about these features or to plan an upgrade just contact us.

Accsys Consulting adds new cloud finance software to its portfolio

Today we are excited to announce that we are expanding our product offering to include the cloud native product Sage Intacct.

As a Sage Intacct partner, Accsys Consulting will sell, implement, support and develop enhancements for Intacct’s award-winning cloud financial applications. Accsys Consulting is aligning with Sage Intacct in response to increased demand for a cloud native financial management platform from its prospects and clients.

Accsys Consulting selected Sage Intacct after carefully reviewing the cloud financial systems marketed in Australia. Sage Intacct is the first and only native cloud financial management software in Accsys Consulting’s product portfolio.

Sage Intacct addresses your finance team’s needs by empowering them with deep functionality that automates even complex business processes. Reporting and dashboards provide interactive financial and operational analysis to help you to grow your business. Sage Intacct also offers an easy path to extend the solution by seamlessly connecting with payroll, customer payment processors, credit card and employee expense management systems, so that the entire organisation can stay on the fast track to growth. Sage Intacct focuses on delivering a solution that puts client success first, and that commitment has allowed it to earn;

Accsys Consulting’s clients will also benefit from Sage Intacct’s reporting and analytics capabilities. Sage Intacct’s general ledger uses dimensions to capture the business context of transactions, operational measures, and budgets. As a result, companies can quickly create reports that analyse real-time business performance by business drivers without having to manage a chart of accounts with hundreds of segments. Sage Intacct’s financial and operational dashboards convey the big picture at a glance and can be tailored to the specific needs of each stakeholder.

Sage Intacct will improve operational excellence and improve compliance with detailed customisable workflow approvals, to reduce repetitive data entry, ensure the correct person reviews transactions, and allow management to have visibility and insight of the process from Quote to Cash and Procurement to Pay.

To find our more about Sage Intacct, please contact us or call our office on 02 6282 3300.

Workflow Document Exporter

Payables Workflow has been providing control of your payment cycle by ensuring all supplier invocies are approved by managers before they are posted to Accounts Payable.

As a payment authoriser you know all the invoices are approved for payment, but you want just one last look before the payment is sent.
Maybe the second authoriser is outside the finance team and wants to know what they are approving. 

Need one last look at supplier invoices before payment?

WD Exporter

The latest update to Workflow Documents (the module that stores the documents for Payables Workflow) brings the ability to export documents in bulk into a single location. The documents can then also be reviewed by someone without access to Sage 300.

How does is work?

Accsys Consulting can provide an add on screen in Sage 300 that exports all documents for a payment batch or exports all documents for a supplier within a data range.

Save time and effort by browsing the files in the folders and previewing or opening them without having to drill down through transactions.

Functionality

Users can select the folder where documents are exported and if they want a folder for each invoice or all invoices in one folder.

  • Folders are named with the Vendor Code and Document Number the exported files have the original name when attached to the Invoice for approval.
  • If all files are in a single folder the original file names are prefixed the Vendor Code and Document Number.

The exported documents will be ordered in the same order as the invoices appear for payment when using generate payments.

How do you get it

If you are on Sage 300 2019 or higher with Workflow Documents Product Update 1 Revision 1 or higher, we can install the new screen. Contact us to ask for pricing.

If you are on an eairler version of Sage 300 with Workflow Documents we can upgrade your Sage 300 to the latest verison and add the screen at the same time.

Contact Us

Either call us on 02 6282 3300 or send the form below and we will contact you.

    Purchasing Workflow Tolerances

    Purchasing Workflow has been providing control of your procurement cycle by ensuring all purchase orders are approved and that receipts and invoices don’t exceed the approved amount.

    How often have you do you have to do a work around when the invoice is a few dollars over?

    Do you want flexibility without losing control?

    Tolerance Percentages

    The latest update to Purchasing Workflow brings the ability to define a percentage tolerance for receipting. 

    • Unit Cost and Quantity tolerance percentages
    • Total Cost tolerance percentage
    • Available in Purchasing Workflow 2019 (v6.5 PU1 Rev 5)

    How does is work?

    If you configure your total cost tolerance to 5%, and a purchase order was $1,000 then the receipt would allow the cost to total up to $1,050.

    Savings with control

    How much staff time would this feature save you?
    Increased control by preventing workarounds and reducing time managing small variances.

    How do you get it

    If you are on Sage 300 2019 or higher with Purchasing workflow, we can install the latest prouct update for you and configure the tolerances to your requirements.

    If you are on an eairler version of Sage 300 with Purchasing workflow we can upgrade you to the latest verison of Sage 300 and set this up for you.

    Either call us on 02 6282 3300 or send the form below and we will contact you.

      Accsys Consulting is here to help

      In these uncertain times, Accsys Consulting wants to assure our clients that we continue to be available to support you and your organisation.

      Our thoughts are with those affected by the COVID-19 virus and we wish them a full and speedy recovery.

      As I am sure you are, Accsys Consulting is monitoring the situation closely. We are abiding by government restrictions and following the guidance of other authorities.

      In complying with the latest advice, we have put in place procedures to minimise the risk of infection, including not conducting site visits to clients. Accsys Consulting has already transitioned to working from home procedures and we will continue to provide ongoing support as usual.

      For the many clients outside the Canberra region this will be business as usual, for those in the Canberra region, this will not impact our ability to support you during these times.

      No one at Accsys Consulting has been diagnosed with COVID-19 and should this occur we will take the necessary and appropriate actions.

      If you need support or you need assistance getting remote access to your Sage 300/Sage CRM environment please call us on 02 6282 3300 or contact us using the form below.

      Our commitment to you, is that you can expect to receive the high level of professional and personal support that Accsys Consulting has been providing for the past 28 years.

        Details will only be used to provide support. You will not be added to a marketing database.

        Systems Consultant

        Your new job

        Our team of consultants helps clients solve their issues, create value, support capability and growth, and improve their performance. You will use your problem solving and communication skills to assist in identifying, clarifying and confirming a problem before helping create and implement a solution relevant to the client’s needs.

        Why should you be interested?

        Your position will see you engage with clients, focusing on their core business needs and delivering business benefits that exceed expectations. Above all, you will have the chance to build lasting relationships and see your clients flourish through the advice and support you are able to provide.

        What is in it for you?

        • A dynamic team environment working with inspiring colleagues
        • Personal growth and development opportunities
        • Competitive salary
        • Occasional interstate travel
        • Free parking at our central Canberra office in Deakin

        If you would like more information download the detailed position description below and submit a cover letter with your resume using the form below.

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