Whats new2014 sage 100 erp [compatibility mode]
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The document discusses new features in Sage 100 ERP 2014, including autocomplete functionality, enhanced search options in grids, payroll reporting improvements, and integration with new Sage cloud-based solutions like Sage Billing and Payment, Sage Mobile Sales, Sage Mobile Service, and Sage Inventory Advisor. These new solutions allow users to take advantage of electronic billing and payments, mobile sales and service capabilities, and improved inventory forecasting and recommendations. The document was presented by Bill Pfahnl of Nims & Associates, an IT consulting firm, to provide an overview of the updates in Sage 100 ERP 2014.
Whats new2014 sage 100 erp [compatibility mode]
- 1. WHAT’S NEW IN SAGE 100 ERP 2014 Presented by Bill Pfahnl
- 2. NIMS & ASSOCIATES An information technology consulting firm dedicated to small and mid-size business. Founded 1985. Offices in Petaluma, San Francisco, Sacramento and Reno. 1,000 clients in over 50 states. 2 to 500+ person operations. $100K to 250M in Revenues
- 3. WHAT WE DO? Property Management Accounting Systems Business Accounting / ERP Systems CRM Networks VoIP Security Programming Training
- 4. WHAT DON’T WE DO … We don’t sell hardware We don’t give tax or financial advice We don’t give legal advice We don’t sell software for a living
- 5. SAGE 100 RESOURCES AND COMMUNITY Nims & Associates Sage 100 LinkedIn User Group Visit the Nims & Associates website for Sage 100 news, information and for a complete calendar of upcoming training courses. www.nimsassociates.com
- 6. WHAT’S NEW IN SAGE 100 ERP 2014 Presented by Bill Pfahnl
- 7. WHAT’S NEW FOR 2014 SAGE 100 ERP? Autocomplete A/P “Invoice list” flashlight button Grid Search default Financials ‘Print’ stay open Payroll enhancements Sage Intelligence The Sage Data Cloud Sage Billing and Payment Sage Mobile Sales Sage Mobile Service Sage Inventory Advisor
- 8. AUTOCOMPLETE Simplifies the search for customer names, vendor names, or item descriptions When you type in those fields, a list of records matching the entry appears Type the letter “A” and Autocomplete pulls up all of customers that start with that letter!
- 9. “INVOICE LIST” FLASHLIGHT BUTTON An “Invoice list” flashlight button is now featured in the following areas: Accounts Payable Invoice Data Entry Repetitive Invoice Entry Accounts Receivable Repetitive Invoice Entry When you click on the “flashlight,” a list of all the invoices in that data entry table appears. The “Invoice list” flashlight button puts information right where you need it!
- 10. GRID SEARCH DEFAULT Searching through grids is easier now. Redesigned to automatically default to the first column of values instead of the row column showing the row number.
- 11. PRINT STAY OPEN (FINANCIAL REPORTS) Allows you to keep the “Custom Report” window open after clicking the “print” and/or “preview” prompts When you want to compare data sets, you can print a custom or general ledger financial report and be ready to run other reports even faster.
- 12. PAYROLL ENHANCEMENTS An Employer Medical Assistance Contribution field. The ability to report instead of select up to 16 Box12 codes when filing W-2s. Better display of Form IDs and Form descriptions in Federal eFiling and Reporting. Added mapping of Earning and Deductions codes for Puerto Rico reporting. Sage eFiling and Reporting
- 13. SAGE INTELLIGENCE Now installs automatically with Sage 100 ERP 2014, allowing it to be accessed through the Module Menus toolbar and the Tasks tab in Sage 100 ERP Sage Intelligence is now compatible with the 32 and 64-bit versions of Microsoft Excel® 2007, 2010, and 2013.
- 14. THE SAGE DATA CLOUD Connects your company’s Sage 100 ERP system to the cloud Allows you to take advantage of new solutions Sage Billing and Payment Sage Mobile Sales Sage Mobile Service Sage Inventory Advisor
- 15. SAGE BILLING AND PAYMENT Electronically send bills and receive payments. A/R and S/O Invoices Cash Receipt Entry Customizable Invoices $29.95 mo per user plus set up fees
- 16. SAGE MOBILE SALES Provides sales reps and managers with the ability to take an order, collect payment, and enter it directly into Sage 100 anytime and anywhere through an iPad Optionally integrates with SPS and Avatax $19.95 mo per user plus set up fees
- 17. SAGE MOBILE SERVICE Designed for field technicians Optimize schedules, routes, and assignments of jobs on the fly. Modify work orders onsite to capture actual hours and additional work performed. Get customer sign off and take photos onsite. Have anytime, anywhere link to customer’s info. SPS Integration. Works with Sage Billing and Payment to provide electronic invoicing. $19.95 mo per user plus set up fees
- 18. SAGE MOBILE SERVICE Designed for field technicians Optimize schedules, routes, and assignments of jobs on the fly. Modify work orders onsite to capture actual hours and additional work performed. Get customer sign off and take photos onsite. Have anytime, anywhere link to customer’s info. SPS Integration. Works with Sage Billing and Payment to provide electronic invoicing.
- 19. SAGE INVENTORY ADVISOR Analyzes Sage 100 ERP data to provide improved stock forecasting, better vendor management, and recommendations for optimal replenishment. It allows you to adjust safety stock levels Benefits: Reductions in costly inventory overages Reductions in stock-outs Improved speed and accuracy of demand planning and forecasting Starts at $299 mo
- 20. CONTACT ME Bill Pfahnl Sr Manager, Business Accounting Systems Email: bill@nimsassociates.com Phone: 707-781-6357