Remote Sage 100 Tips & Tricks: Work from Home Functionality You Already Own

 Given these days where we all commonly work from home, we wanted to take this opportunity to remind you of some features available in your Sage 100 system. We will be covering both native features in the product, and some that would require some additional purchase throughout this Sage 100 training.

These features have the potential to improve client’s business workflows, add data visibility to all their users, automate routine tasks, and otherwise improve their experience. 

Register for the webinar on Thursday, March 18th to learn more about paperless office, ACH payments to vendors, Sage task scheduler, and more.  Read on for highlights of what to expect from the session. 

March 18th, 12:00 PM PST / 3:00 PM EST

Webinar Highlights

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Paperless Office

Paperless Office can automate multiple  common aspects in Sage client’s systems. This feature can automate and store components such as any journal or register, period end reports, or any other reports they may have. Learn how to use this feature to create a more seamless and organized experience within the online office world. Learn more about the use and benefits of Sage 100 Paperless Office. 

Paperless office allows users to create and store:

AR Invoice Statements​

AP ACH Payment advice

purchase orders & returns

Sales orders & invoices

Payroll checks & direct deposit stubs

customer RMA & RMA recievers

ACH Payments to Vendors

With this feature enabled, users selectively mark vendors to get ACH payments from them, drafted and delivered by their bank, via a file they create from Sage at the end of any Check and Electronic Payment batch posting. Vendor gets an Advice of Payment pdf document delivered so they know the payment is coming, and what items you’re paying.  

Check out this Blog: Sage 100 ACH Payments
& 5 Reasons to Switch

Auto Check Reconciliation / Bank Feeds

With this feature enabled, user’s Bank Reconciliation process can be made much simpler and more timely, allowing them to get to a Daily Bank Rec. This feature can also help clients discover transactions between parties that went unrecorded, help them locate differences and errors, and track the corrections made.

Sage Task Scheduler

With this feature enabled and properly set up, users may be able to automate Report Delivery, Visual Integrator jobs, and certain other tasks. Find out how to use Sage Task Scheduler to improve company organization and efficiency. It can be hard to keep track of these things when working form home, let us help you make these improvements. 

Accept Credit Cards or ACH Payments

With any of several integrated Merchant Processing relationships, customer credit card payments can be fully initiated from a user’s Sage system, integrated to AR and/or SO. Apply deposits to SO’s, take CC payments on open invoices, or charge a customer card for an invoice when rendered. Invoice printing can offer a one-button “Click to Pay” field on the pdf sent to the customer. If a user is currently accepting credit cards outside their Sage system, even if  volumes are low, these solutions offer cost-effective integrations that are fully PCI-compliant and secure, potentially speeding collections, reducing bad debt expense and improving customer satisfaction. 

Additional Helpful

We’ll also discuss the functionality and benefits of some really powerful Sage 100 add ons. These include Sage Alters & Workflow, DSD InstaDocs, MyHostedDSD, and more.

Many clients have deployed one or more of these solutions in an effort to streamline their daily workflows and gain better insight across their enterprise to the wealth of data contained in their Sage system. 

Check out these Add-ons here:

One of our most popular collection of enhancements, Instadocs offers “drag and drop” document storage in GL, AR, AP, SO, PO, JC, RMA, or Inventory. Storage location can be your server (on premise or hosted) or OneDrive

This third party product monitors the data in user’s Sage system and applies whatever schedule and rules they want to set, then generates their defined product (an email, report, etc) that informs them of what happened, or even what’s about to happen. 

Access the Sage system from anywhere, anytime, on any device, with no infrastructure costs. One monthly fee grants access to user’s personal servers “in the cloud” , so internal IT infrastructure costs and management can decrease.

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