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Sage Accpac Fiscal Year End Tutorial
Although similar to a regular period end, changing
fiscal years in your Sage Accpac ERP system provides a number of choices for you to make in deciding
the type and amount of transaction and statistical data you would like to keep.
Sage Accpac Bills of Materials Tutorial
Did you know that Inventory Control comes standard
with the ability to set up bills of material for manufacturing or assembling items for sale? And,
even better, users of Sage Accpac 500 have the ability to create multi-level bills of material.
Sage Accpac GL Account Groups
If you use General Ledger 500 ERP or 200 ERP, you can create an
unlimited number of account groups to create finer divisions for your business reports. Learn how.
GL Auto transaction Posting Tutorial
Many controllers and accounting managers like to review
transactions for data entry errors prior to posting to the General Ledger. However, if you would like
the system to automatically post subledger transactions directly to the General Ledger in "real
time", this tutorial will show you how.
Financial Settlement Drilldown Video Tutorial
The Sage Accpac ERP General Ledger provides the
ability to drilldown directly from financial statements to the transactions comprising the figures. Learn
how to use this timesaving feature.
Sage Accpac Help Tutorial
Sage Accpac ERP comes with a comprehensive online help system that can
readily assist you with questions and procedures. What you may not know is how easy it is to access these
help resources.
Sage Accpac Macros Tutorial
There are numerous tasks that you perform on a regular
basis in Sage Accpac ERP. As in any system, these tasks often require several steps to complete. In this
session, we'll see how you can reduce some of these repetitive tasks to a single mouse-click using the
built-in macro recorder.
Sage Accpac Export Basics Tutorial
There are many reasons you may want to export data from your
Sage Accpac ERP system. What you may not know is how easy it is. Let's take a look at a simple example,
exporting your customer list from Accounts Receivable.
Sage Accpac Item Wizard Tutorial
Setting up new items in your inventory system can be a laborious
task. Sage Accpac ERP has streamlined this process with an Item Wizard that efficiently leads you through
this process. Let's take a look at how easy it is to add an item using the Wizard.
Sage Accpac ERP E-mail Automation
We know that you are always looking for ways to do business with
less paper and greater efficiency. That's why we think you'll want to start using Sage Accpac ERP's email
automation to send your invoices, statements and other documents directly to your customers.
Sage Accpac Accounts Receivable FAQs
Want to get the most out of your Sage Accpac Accounts Receivable?
Here are some common questions, and answers, that our clients have asked over the years.
Sage Accpac AR Refund Tutorial
No one likes to give customer refunds. But, if you have to do it,
the process should be easy. Learn how to properly handle AR refunds in this video tutorial.
Sage Accpac ERP Miscellaneous Checks Tutorial
Writing quick checks outside of a normal check run should
be easy. It is with Sage Accpac ERP’s Miscellaneous Payments feature. Learn how to use this time saving
capability.
Sage Accpac ERP Credit Check Tutorial
Selling to customers that are past due or over their credit limit
is a risk to your business. Learn how to use the credit control features in Accounts Receivable and Order Entry to
minimize the risk and help you make informed decisions.
Sage Accpac Finder Customization
The finder capability used throughout your Sage Accpac applications can
be customized to make you even more efficient. Learn how each user can change the settings they use for each file.
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Introduction to Sage CRM
Whether you are looking
for the perfect Customer Relationship Management (CRM)
solution or you just want to learn more about what CRM can
offer your business, this video is an excellent place to
start. This video provides an overview of what Sage
CRM is all about and provides helpful hints regarding
navigation as well as descriptions of the many features of Sage CRM.
Sage CRM Productivity Video Tutorial
Sage CRM boosts your productivity in all aspects
of interacting with your customers. This tutorial shows you how to save your searches, perform spell
checks and map a company's location.
Sage CRM Advanced Search Tutorial
By design, CRM applications act as a central repository of
information affecting your business. Over time, this database can become quite large. Making sure that
you can find the information you are looking for is critical to your successful use. In this session we
will discuss some of the new ways you can search for information in Sage CRM.
Sage CRM Quick Start and Coaching Tutorial
Making sure users get up and running quickly, and
that they have a resource for correct usage of the application as it applies to your business, is the
goal of the Sage CRM Quick Start and On-Screen Coaching capabilities. Take a look at these resources
available at every users fingertips.
Sage CRM Report Writing Tutorial
Being able to access data from your applications is an
important job for any program. This is even more important in a CRM application because of the amount
of information that can be stored about customers, prospects, communications and so many other important
aspects of your business. Let's see how easy it is to generate standard, as well as custom reports.
Sage CRM Quick Notification Tutorial
Staying ahead of important customer service and sales issues
is one of the greatest challenges we all face in business. Fortunately, Sage Accpac CRM has a Quick
Notification feature that informs you of important issues as they arise.
Sage CRM Meeting Planner Tutorial
If you're an active business person, you'll appreciate some
of the advanced scheduling features built-in to Sage CRM's appointment page. One of the most powerful
features is the Meeting Planner tool.
Sage CRM Lead Management Tutorial
Sage CRM offers special lead management functionality to
efficiently track your leads, and keep them separate from your customers and qualified prospects. Let's
take a quick look at how this happens.
Sage CRM Document Templates Tutorial
The ability to have time-saving templates for your standard
business letters, quotes, forms, and other documents is a basic function of today's CRM systems. Centralizing
your company's templates within your CRM system will also promote consistency in the format and content of
information sent to your customers.
Sage CRM Custom Fields Tutorial
Recognizing that the data your company tracks is unique to your
business, Sage CRM enables you to configure your own fields with ease. The result is a CRM system that is
tailored by you to meet the needs of your company.
Sage CRM Knowledge Base
Does your company spend too much time resolving customer support issues?
If so, then you should consider employing the solutions knowledge base offered by Sage CRM. The knowledge
base allows you to build a searchable library of problems and solutions that is easily accessible, and helps
resolve issues quicker.
Managing Documents & Forms with Sage CRM
Everyday, employees across all aspects of your company
are sending out documents like cover letters, proposals, and brochures, among many others. How can you make
sure that they are all sending the latest and proper version? Sage CRM's Global Document Library helps you
maintain accessibility and consistency across your entire organization, even if they are traveling or regularly
work off-site.
Sage CRM Contacts to PDA
Want to travel light but still have contact information for your customers,
prospects and vendors? Sage CRM’s integration with your Sage Accounting solution and Microsoft Outlook
allows you to you take your contact information with you on your mobile phone or PDA.
Sage CRM Outlook Integration Tutorial
Sage CRM’s tight integration with Microsoft Outlook helps
enhance your staff’s adoption of CRM by allowing them to remain within the familiar Outlook interface,
as well as providing features that will increase productivity. Further, the integration ensures that a history
of important customer communications, as well as access to your Sage backoffice solution, is always accessible
as part of your Sage CRM system.
Sage CRM Sales Force Automation Tutorial
Are you providing your sales team the tools they need to beat the
competition to the next opportunity and successfully close the sale? Learn how Sage CRM's Sales Force Automation
component is an important part of your overall Sage Software solution in growing and managing your business.
Sage CRM Outbound Calling Tutorial
Outbound calling can be useful in any area of your business that
involves a call list, including sales campaigns, product announcements and event registration. Not only does it
manage who needs to be called, but the results of each call, including follow up actions, are stored in Sage CRM
for each contact.
Sage CRM Dashboard Tutorial
The Sage CRM dashboard allows you to manage all of your activities including
communications, sales opportunities, and customer service requests in one convenient location. Learn how it can
make your day more productive.
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