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A SaaS metrics dashboard is a crucial tool for recurring revenue CFOs. It helps track and calculate KPIs in real time, eliminating manual work, and providing a visual organization of data. Lucy, a SaaS CFO, tried a standalone billing solution, but it didn't meet their needs for detail and customization....

The release highlights include: Accounts Payable AP Automation—Early Adopter An add-on feature to Accounts Payable, AP Automation streamlines your data entry process to save you time and money. The system automatically creates draft AP purchase invoices from AP purchase invoice documents that you email or upload to Sage Intacct. AP purchase invoice details are automatically populated for you, using...

Sage Intacct offers a range of features that can help organisations comply with AASB 15 or IFRS 15, an accounting standard that outlines the recognition, measurement, and presentation of revenue from contracts with customers. One of the critical features of Sage Intacct that supports AASB15 is its advanced revenue management capabilities....

The 2023 release of Sage 300 includes the following new features. Enhanced Security User passwords are more secure First released in Sage 300 2022 Product update 2, Require complex passwords will require that user passwords include at least one of each of the following: a lowercase letter, an uppercase letter, a number, and...

The release highlights include: Sage Intacct Planning Grid entry provides the look and feel of a spreadsheet, making data entry a snap. Import statistical account data from Sage Intacct into Planning for improved data entry flexibility. Lease accounting Early adopters can enable Sage Intacct Lease Accounting for IFRS 16 lease accounting standards which require businesses to raise...

The release highlights include: Accounts Payable AP advances now support multi-currency transactionsOpen attachments in a split view: You can now open and view your attachments on the same screen as the bill General Ledger Enhanced dynamic allocations to give you a per-dimension value in the setup. Role based dashboards 6 out-of-the-box dashboards designed specifically for roles...

SMEs can take advantage of efficiencies and cost savings. Whether you're curious about implementation or compatibility with existing processes, now is the time to take the next step towards a digital future for your business. eInvoicing is the fast, easy and secure way to send and receive invoices between buyers’ and suppliers’...

The product update 2 for Sage 300 includes the following new features. Advanced Complex Passwords Changes to user passwords to make Sage 300 more secure. In Sage 300 Database Setup, on the Advanced Security Settings screen A new Increase required complexity option allows you specify that passwords must meet a range of settings. See our post on...

The release highlights includes improvements in Tax, Accounts Receivable, Accounts Payable and the new Sage branding look and feel....

The smallest size for Sage 300 passwords is becoming more complex. Read on for version 2022.2 and Sage 300 version 2023 details. Sage 300 passwords are becoming more complex. Sage 300 2022.2 introduces the optional Increase Required Complexity option and increases the minimum length to 8 characters, and Sage 300 2023 will make...

Sage CRM 2022 has been released, with over 30 customer cases resolved and numerous key enhancements addressed...

Release highlights include General Ledger Companies using GL Approvals can now reclassify journal transactions that have been approved and posted, as long as the period is open.Financial Report Writer notations supportThe new Outlier Assistant works with approvals and simplifies the process for handling flagged transactions.Dynamic allocations enhancements to give you...

At the close of another year the team at Accsys Consulting would like to wish you and your families a safe and joyous holiday, and all the best for the New Year. Our office will be open until Friday 24th December and then closing over the festive season, reopening on Tuesday...

Updated 23 December 2021 Sage 300 For clients that are concerned about the Log4j vulnerability, the Sage 300 Development Team has investigated this, and the Apache Log4J 2 library is NOT used in the 2022, 2021, and 2020 versions of Sage 300. While Sage 300 does use the Log4J 1 library (version 1.2.17) for...

High-quality reporting is increasingly important within the not-for-profit (NFP) and charities sector, as resource providers pay particular attention to both non-financial and financial information in deciding where to direct their support. To help organisations, Chartered Accountants Australia and New Zealand (CA ANZ) has recently published the seventh edition of its Enhancing Not-for-Profit...

Reserve LanPak licenses for specific users A new Reserve a LanPak License option on the Users screen allows you to reserve one LanPak license exclusively for a user.Information about reserved licenses (how many licenses are reserved, and how many reserved licenses are in use) is available on the Current Users screen. Reserving...

Gone are the days when invoicing meant lots of paperwork and many hours spent entering data. Advances in digital tech have ushered in the era of e-invoicing, which enables businesses to send invoices directly from one organisation’s financial systems to another.  The move to e-invoicing has been happening for some...

Release highlights include Financial Reporter Run scheduled reports automatically when the close is complete without having to wait for a scheduled report time. You can name and provide a description for Financial Report Writer computation columns to increase comprehension for designers. Improved user experience in lists Drag and drop to reorder, freeze, or resize...

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...

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...

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...

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...

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...