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.

    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.

        Your Name (required)

        Your Email (required)

        Your Introduction

        Your Cover Letter

        Your Resume (required)

        Financial Systems Consultant

        Your new job

        Our team of consultants helps our clients solve their issues, create value, support capability and growth, and improve their performance. You will build your industry experience and business skills to identify, clarify and confirm a problem before helping create and implement a solution relevant to the client’s needs. In addition to providing objective advice, expertise and specialist skills in accounting and business.

        Why should you be interested

        Your key position will see you engage with clients, focusing on their core business needs and delivering business benefits that exceed expectations. You will be consulting in the areas of Accounting and Enterprise Resources Planning (ERP) processes ensuring business and technical objectives are met. 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
        • Occasional interstate travel
        • Free parking at our central Canberra office in Deakin

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

          Your Name (required)

          Your Email (required)

          Your Introduction

          Your Cover Letter

          Your Resume (required)

          Sage CRM 7.2 : Shuffle that Workflow!

          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 have mistakenly progressed a workflow to an incorrect state and want to move it back to the previous state.

          In today’s blog, I’ll be giving you step-by-step instructions on how you can ‘shuffle’ any workflow to the state your client user wants.

          I’ll be taking an example of the Opportunity workflow and show how you can move it back from its current state to the previous one. We’ll assume a scenario where a lead is incorrectly set to “qualified” in the workflow; which means the workflow is in the ‘qualified state’, and we want to bring it back to the ‘lead state’.

          So, let’s begin!

          Step 1:

          Let’s pick an opportunity in the Qualified state from a list of opportunities in Sage CRM. Now, when you hover your mouse on this opportunity, you will see a URL at the bottom of the screen that will tell you the Opportunity Id (Oppo_opportunityId – highlighted in green) for this particular opportunity. In this case, it is 22.

          Step 2:

          Having found the correct opportunity, it is time to look into the Opportunity table in your CRM database and find out its corresponding ‘workflow id’ (oppo_workflowid). In case you ever wondered what a ‘workflow instance’ was, this is it! You can find the workflow instance of an opportunity by executing the following SQL command.

          SELECT  oppo_workflowid

          FROM     Opportunity

          WHERE  oppo_opportunityid = 22

          The above SQL command returns the value of oppo_workflowid as 3165. With that information, we will now go to the WorkflowInstance table to get some more information about this workflow instance record in step 3.

          Step 3:

          There are two things that I always check in the WorkflowInstance table for a given workflow instance record

          1. wkin_currentstateid, and

          2. wkin_workflowid fields.

          WkIn_currentstateid, is used to find out what current state the workflow under consideration is in, and WkIn_WorkflowId  helps me to figure out the right workflow, which in turn helps me to list down all the states for that workflow. You can find the wkin_currentstateid and wkin_workflowid by executing the following SQL command.

          SELECT wkin_currentstateid, wkin_workflowid

          FROM   WorkflowInstance

          WHERE  WkIn_InstanceID = 3165

          The above SQL command returns the values of wkin_currentstateid and wkin_workflowid as 11 and 2 respectively.

          Step 4:

          Now we will use the wkin_workflowid value, which is 2 in this case, from the above step, to list down all the states for this particular workflow from the WorkflowState table. You can execute the following SQL command for that.

          SELECT *

          FROM  WorkflowState

          WHERE WkSt_WorkflowId = 2

          Below is a snapshot of the result generated by the query above. As you can see, the table in the snapshot has got all the standard opportunity workflow states that comes with the vanilla Sage CRM install.

          Step 5:

          So as we know, this lead was incorrectly progressed to the qualified state, as you can see in the image below. We now have to bring it back to the lead state.

          We can do so, by updating the current state field (wkin_currentstateid) for workflow instance 3165, which is 11 (Qualified state) at the moment, to 10 (Lead state). If you see in step 4, the state id (WkSt_StateId) for Lead is 10. Let’s write this in SQL

          UPDATE WorkflowInstance

          SET    WkIn_CurrentStateId = 10

          WHERE  WkIn_InstanceID = 3165

          Warning : It is extremely important to be certain of the workflow instance you will updating as a final step in the process, as updating the current state id of an incorrect workflow instance will progress another workflow created by someone else!

          Now just right click on your browser and reload the frame, and you will see that this opportunity workflow is brought back one step to Lead state again as seen in the image below.

          Similarly, you can ‘shuffle’ any workflow to any state you want by simply following the above 5 steps. I recommend you try this out on a test environment first to get a firm conceptual grasp of the steps above.

          Let me know how you go. Questions, welcome!

          Until next time…happy consulting!  🙂

          Project Infinity – CRM Just Got Better

          I have been working with Sage CRM for many years with a multitude of clients across various industries. One thing that all of them have in common is the requirement to provide a user interface that helps achieve business objectives. It makes perfect sense, that if the user interface is easy to use and has intuitive controls, then it will lead to increased user acceptance and data quality.

          The new buzz word for this is UX, or user experience.

          I believe that the keys to creating a good user experience are:

          • Simplicity – Give the user the information they need and nothing they don’t (e.g. do users need to see the reports section?)
          • Responsiveness – Both in speed and user feedback (e.g. clicking a button provides obvious feedback to indicate that it was clicked)
          • Timeliness – Provide functionality only where it is useful (e.g. pre-populate an address form, based on a selected suburb)

          Customisation of Sage CRM
          It is possible to create customised pages for CRM, which allows for the display and editing of multiple records from multiple tables. It takes a bit of coding, but it is completely doable with plenty of examples available on the web.

          Over the years we’ve developed many custom pages, some very simple and some very complicated. There was some pretty cool code written, a lot of which was designed to be re-used over and over. We wanted to create a method that would allow our consultants to quickly develop new CRM pages, using the code that had already been written. This was the beginning of the Accsys Framework (which has recently been renamed Project Infinity).

          Over time, this has evolved into something bigger than we ever imagined. We now have a fully working User Interface along with a Webservices Application to facilitate communication between the end user and the database. We are now focusing entirely on providing an unparalleled user experience with little or no training required for the end user. I’m not going to get into how it all works at the moment, other than to say that is built on AngularJS along with a custom built WebService. There will be more details on this in the coming months, but for the time being, just assume that it is all really cool stuff.

          Building around a search engine
          First and foremost is the search function. It is something people do every day and it has become a natural way to get things done. It goes without saying that CRM systems are a huge repository of data, but this is all but useless if it can’t be found easily and in a format that is useful to the end user.

          So we replaced the search screens in CRM with one simple screen.




          Wizards for Creating Records
          Most processes in a business where data is being created involve multiple processes. For example, booking in a meeting with a new prospect can include:

          • Creating the organisation
          • Creating the key contact
          • Creating the Opportunity
          • Creating the Meeting

          This can be reasonably straight forward in Sage CRM, all the user has to do is go through a few screens, then the workflow takes over and guides them.
          What we have done by focusing on the end user, is to come up with a wizard driven process that is not only quicker but is also aimed at improving data quality / collection at the same time.




          Dashboards
          The current dashboards in CRM are useful, particularly the dynamic dashboards. We have recreated this mainly to keep it inline with our new UI. We are basing on Kendo reports and it allows some really cool reporting features.



          Try it out
          So after the big spiel above we would welcome you to take a look at what we have to offer. This is only the first cut of the new UX and was recently used as a demo for a potential client. We are very excited about what we have achieved to date, but even more so with what we plan to do with this project in the future.

          If you would like a login please email me at josh.leighton@accsysconsulting.com.au and I’ll set it up for you.

          Accsys Consulting – Project Infinity

          You can also view the framework in a separate window, by clicking here “Sage CRM Infinity“.