Stay in control of all purchasing requisitions and invoicing approvals in Sage 300 with Pacifictech GO. Mobile App Features View all pending approvals at a glance All your pending approvals visible in the palm of your hand, making the approvals process exceedingly straightforward and uncomplicated. Inspect, Approve or Reject An incredibly easy way to check...
A Canberra institution for more than 50 years, the tradies group is a licenced community club in Dickson. With a range of bars, dining options and accommodation, the club serves more than 20,000 customers every year. The staff of 120 provide first-class service for both club members and guests. THE CHALLENGE As...
ERPs are the central nervous system of a business. And in a time of AI and technical innovation, they can be a smart move. IN BRIEFERPs run multiple departments within big businesses, from accounting to supply chain and moreERPs have the option of different ownership models: on-premise or private cloud.Choosing an...
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...
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...
Updated visual process flows Sage have redesigned Visual Process Flows so they no longer require Adobe Flash and in 2021 they are 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...
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...
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)...
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...
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...
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...
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...
We are hiring a Systems Consultant. Do you want a dynamic team environment with inspiring colleagues. Personal growth and development opportunities. Competitive salary. Occasional interstate travel....
We are looking for someone to join our team of ERP consultants. If you enjoy helping clients solve their issues, create value and improve their performance, please apply....
Workflows are an integral part of Sage CRM, and we all know how crucial they are to any business that relies on them to perform their daily processes. In my experience as a consultant, there have been many times when users from client sites have contacted us to say that they...
Recently I was asked to hide the continue button on the ‘Case’ summary screen for one of our clients. As you can see in the image below, it is located on the top right corner of the screen. [caption id="attachment_651" align="alignnone" width="300"] Case summary screen with 'Continue' button[/caption] Since it was a...
In my last post I spoke about being able to use Crystal Reports through browsers other than IE. That got me thinking about the reporting options that are available in Sage CRM and the reasons that each of the different reporting options would be used. As I see it there...
Welcome to our new series on the Accsys Framework. This is a new add on product that is currently in development by Accsys Consulting and we are giving you a sneak peak on what is coming up. Sage CRM is a tool that can enhance an organizations business processes by handling...
Sage CRM 7.2, has been released for almost a year now. If you’re a business owner or an IT manager who rely on the earlier versions of Sage CRM to facilitate your day-to-day operations, then it’s about time you look into what Sage CRM 7.2 has to offer. This latest...
Escalation Rules I.T. based solutions and I.T. software in general came about as a need to automate tasks. It allows businesses to focus more on their business objectives and not worry about the system that supports it. Escalation Rules allows the creation of automated tasks from notifications, setting values on screen,...
In the current competitive environment organisations rely heavily on information technology to automate business processes, streamline operations, manage resources, and even store yottabytes of data. If you’re an IT or an infrastructure manager or a small or medium size business owner looking to grow then researching about keeping your systems...
Recently, I needed to copy a database from SQL Server 2012 to SQL Server 2008 R2. Unfortunately, database backups from one version of SQL Server cannot be read by a lower version. To work around this, I had to use the "Generate Scripts" function to first create the structure and...
A requirement that we've come across a few times now is to track when a particular field value changed and what the previous value was (e.g. when did the Assigned User change for Company record X?). A co-worker of mine came up with a method of achieving this, that involved adding only...
Gathering user requirements is generally acknowledged to be one of the most important stages of a CRM project. However, unearthing what users need from such a system can be difficult, if there is little guidance in the process (either from experienced, internal stakeholders or external consultants). The following tips come from...
Jeff Richards describes how to do it in this post: community.sagecrm.com/...
Sage CRM allows users to customise which screen should be displayed by default, when they login.But what if you want to login to a custom screen (e.g. an ASP file)? In that case, you need to: Open the following file for editing \CRM\WWWRoot\InteractiveDashboard\InteractiveDashboard.asp Put in a Javascript redirect for the page you would...
More specifically, this information is usually intended to be outputted as an additional column, in the Opportunity pipeline screen. [caption id="attachment_408" align="alignnone" width="300"] How the "Days in Stage" column appears in the Opportunity pipeline.[/caption] To do this, you'll need to: Modify the database view used by the Opportunity pipeline. Create a translation. Add the new...
If the Sage CRM plugin for Outlook is working correctly, you should see a "File e-mail" button in your Outlook toolbar. [caption id="attachment_402" align="alignnone" width="300"] Sage CRM plugin buttons in Outlook[/caption] If not, try the following steps to get it working: Requirements Check that your PC has the required libraries installed. In the Add/Remove...
Sage Business Solutions Australia has recently released the Sage Australia Business Index 2013 which highlights many valuable insights gleaned from their annual survey of Australian Businesses. Below is an excerpt from the study: This Sage investigation into Australia’s business confidence in 2013 confirms that business conditions have deteriorated within the past year...
Announcement of Business Name Change As our new website indicates, we have recently changed the name of our business from Longley Stapleton to Accsys Consulting. There has been no change in management and we will be providing the same products and expert services on which we have built our reputation since 1992. Our...
