You’ve chosen Sage CRM and the installation date is set. Now, how do you train your team on this powerful customer relationship management (CRM) platform? Here, we present training ideas to create an effective program that will help your team get up to speed quickly. The Who, What, and Do Method of Training This training […]

In this tutorial, we will quickly review how to look up and print the 1099 amounts for a vendor(s) for the current year. For this scenario we are preparing for year-end and need to review the 1099 vendor amounts to reconcile with vendor reports. Here’s how to do it. Sage 300 Accounts Payable Start by […]

Acumatica stands out as a premier cloud-based enterprise resource planning (ERP) system in the industry, specifically designed to meet the dynamic needs of small and mid-sized businesses. Offering robust features, industry-tailored versions, and continuous enhancements, each upgrade elevates the system’s capabilities to new heights. Here, we present the key highlights from Acumatica R2 2023, the […]

This essential year-end enterprise resource planning (ERP) guide offers a set of guidelines to utilize your system to close out the fiscal year productively. Not only will your ERP be updated and ready for the new year, but you’ll also ensure that your team is ready to tackle every financial task once they return from […]

The phrase “supply chain” has been in the vernacular since the mid-1990s. This was a time in modern history when conditions were ripe for companies to expand into international markets. The internet world was gaining footing and telecommunications was booming. These changes had ripple effects—the business world was upended. No longer was a single manufacturer […]

The right cloud ERP solution can mean increased productivity, cost savings, and competitive advantage. Challenges like labor shortages, ongoing supply chain issues, and inflation mean many businesses today are apprehensive about investing their money. Shrinking budgets and cutting back on investing in infrastructure might seem prudent. However, the reality is that those who eschew strategic […]

Efficiency is key to success in a sea of competition. And when it comes to distribution, leaders need to consider how they can provide the most value to shareholders, customers, and suppliers. Here, we explore various strategies and techniques to get your company on the path to profitability. Understanding Distribution Channels Before delving into the […]

Continuing in our Acumatica Payroll series, today’s tutorial will explore how to configure time tracking. Time tracking allows us to track employee time in payroll to calculate pay. First, be sure that you have set up payment methods specifically for direct deposit. See our tutorial from July on Setting up Payment Methods in Acumatica. There […]

Setting up a new customer in accounts receivable in Sage 300 is a simple task. In this tutorial, we will go through this process step by step. Sage 300 Accounts Receivable Start Sage 300 and navigate to Accounts Receivable → A/R Customers → Customers In the A/R Customers window, we will enter the customer’s demographic […]

With the ever-increasing demands of modern business, the need for seamless collaboration between sales and finance teams has become crucial. Customer Relationship Management (CRM) and Accounting Software play a pivotal role in enabling this collaboration, ensuring that both departments are aligned towards common goals. Here’s a look at the various aspects of CRM and Accounting […]