DAPL Accounting Systems Named a Sage Customer Excellence Award Recipient 2013-14

DAPL Accounting Systems, a Sage North America business partner specializing in the sales, installation, and support of Sage 300 ERP, Sage CRM, Sage HRMS and Sage Fixed Assets, has earned a 2013-2014 Sage Customer Excellence Award, an honour earned by Sage business partners who participated in the Customer Loyalty Program and achieved the highest Net Promoter Scores. This honour is part of the Sage Partner Advantage Awards that recognizes partners for top performance and excellence. “We are proud of their dedication to providing positive...

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CRM Gets Social

CRM Gets Social

So in order to help you keep in touch with customers, stay on top of industry trends, and monitor competitors, Sage CRM 7.2 introduced a few social features. A new Facebook Integration means you can merge data from Facebook – like contact photos, customer data, and more – right into your Sage CRM screens. A great way to get a more complete picture of your customers and prospects. Another social feature added in Sage CRM 7.2 is integration with Yammer – a private social network for your company that allows you to collaborate...

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New Visual Process Flows & Functionality

New Visual Process Flows & Functionality

Introduced with the release of Sage 300 ERP 2012, Visual Process Flows have been a very popular feature. Version 2014 will build on that momentum by bundling in 3 new process flows for Project and Job Costing Transactions, U.S. Payroll Transactions, and Canadian Payroll Transactions. New functionality will also allow you to add external links – like Macros or third party products – to your Visual Process Flows. Customer-Requested Enhancements & Other Notable Features If you haven’t already visited the Sage Customer feedback...

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LOCKING FISCAL PERIODS IN SAGE 300 ERP

Locking fiscal periods is an important part of your overall year end process. Enhancements that were included in Sage 300 ERP (formerly “Accpac”) Version 6.0 introduced the ability to lock or unlock fiscal periods individually for each module. In previous versions, you could only lock or unlock all modules at once. This added capability makes it easier to lock down modules in the proper sequence and prevent unexpected errors. Preparing to Lock Fiscal Periods It’s important to understand how transactions flow through Sage 300 ERP before...

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How to Install and Activate Tax Updates

To download the appropriate tax update: 1. Login to the Sage Customer Portal and visit Sage 300 Downloads to access the latest updates. 2. Choose Get the Update on the appropriate link. 3. Click Download in the upper right of the page, then click Run to start the process. To Install the Tax Update: 1. Run the executable file that you just downloaded. 2. Confirm or change the location that the files will be saved to (default is c:\AI_Temp), click Next, and follow the onscreen prompts. 3. Accept the license agreement and click Next. 4. Select...

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SAGE 300 ERP TAX UPDATES

The January 2014 Payroll Tax Update (PUP) is expected to be available some time after December 20, 2013 and can be downloaded from the Sage Customer Portal. Sage will update the download with any late-breaking legislative changes, as necessary, throughout January 2014. Note: You must have a user name and password along with a current Sage Business Care plan to access and download the update. If your plan has expired, please contact us to discuss support options. If you do not have a current logon, click the “Sign Up for a Portal Account” link...

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