Effective project management requires transparent communication. Technology, process, and product implementation depends on the ability of each project contributor’s ability to connect with decision makers and make things happen. Project managers and contributors can all benefit from effective communication practices to streamline implementation processes and boost employee adoption rates. The…
Have you ever been busy working and think to yourself: “Ugh, I need six of me”? Well, one secret to good management is that, if you learn how to delegate effectively, it can feel like you have six of you. Some managers avoid delegating for fear of dumping work on…
Have you ever had a journal post to the wrong date or to the wrong GL accounts? At some point, reversals will ensue, and usually must be done manually. Sage has seen and heard user’s woes, and has incorporated a new tool that will help make those reversals that much…
Did you know that you can drag and drop Sage 100 menu items to the top of your system launcher? This is a great tool that enables users to uniquely create shortcuts that are most valuable to them for places that they visit frequently. Watch this video below to learn…
This blog will guide you through avoiding the pitfalls of merging the wrong accounts. A few years ago, I took a support call from a client who exclaimed “I just used the Sage 100 Vendor Delete/Renumber/Merge Utility and merged 60,000 vendor records into one! Where’s the UNDO Button?” I said…
Sage has included functionality for printing and filing quarterly 941 reports either electronically though Aatrix or printing the 941 form and mailing the 941 manually. The printing of the 941 Quarterly is easy and fast, and free if you decide to print and mail. To access the quartely 941 form,…
When would a cash receipt need reversing? Typically cash receipts are entered on a daily basis within a company. Payment is applied to open invoices and we go on with our daily duties. There are those occasional times when mistakes are made or perhaps a payment is returned for insufficient…
It’s no secret that companies that own inventory struggle to balance competing interests. On the one hand, the finance folks want to minimize the cash tied up in inventory, while the sales team never wants to run out, which can delay or lose a sale! In fact, recent studies have…
1. Keep Your Subject Line Short and Informative Clearly, your goal in sending an email is to have it read. For that to happen, a busy person has to know what it’s about and why they should open it. Your subject line tells them that, or at least, it should. Remember,…
Anytime we are in contact with a customer regarding the sale of an item, we have the ability to utilize a tool called Smart Memos. This feature enhances memo notes and gives users quick access to additional products or information that will aid in upselling and more accurate ordering. It…
