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Sage 100 ERP
User Group MeetingSeptember 2015
Agenda
• Introductions• Business Automation Tools
– Sage Alerts and Workflows– Sage Sales Tax
• Tips and Tricks• Notes of interest• Q&A
What are Alerts and Workflows?
The ability of your system to pro-actively notify you when certain conditions are met (Alerts) and then perform some action based on that (Workflow)
Examples of Alerts and Workflows
• Send a report to Accounting listing all the customers that are now 31 days past due.
– Put those Accounts on Credit Hold• Notify management when an order is processed over a
certain dollar amount.• Notify management and accounting when your gross profit
threshold is not met on an order• Automatically send out Statements every month using
paperless office. • Notify Shipping when a Required Date in Purchase Order is
not met.
Why Sage Alerts and Workflows?
• ERP Responsiveness!– We need to listen to our Sage 100
system to get more value out of it.– The needed tool to help management
run the business, while the system manages the data.
– Always working for you.
How Does it Work?
API Toolset
• Watching your data in Sage 100• Identifying problems and
opportunities.• Communicates to the staff timely.• Acts on the problem or opportunity.
Sage Alerts & Workflows Demo
Challenges of Tax Compliance
• Using a Zip Code is no longer accurate!– Rates change within zip codes.
• Thousands of changes occur every year– Over 100 Thousand taxability rules– More than 12 Thousand tax jurisdictions– Exempt Products– Sourcing and Nexus Rules
• Product Taxability– What is taxable in one state may be exempt in another– Similar Products might be taxed differently
• Liability
Example of Sourcing Rules
Origin-based states for products (destination-based for services)
Arizona, Illinois, Missouri, New Mexico, Ohio, Pennsylvania, Tennessee, Utah, Virginia
Mixed source statesCalifornia� Counties are origin-
based; Cities & STJs are destination-based
� Services are always destination-based
Texas � Cities and counties
are origin-based based; STJs are destination-based
� Some services are destination-based
Destination-based statesAll the Rest
Nexus
Source: Wakefield Research, July 2013
One in three (35%) accounting professionals don’t know all the states where their business has nexus
Cost of Compliance
0
50
100
150
200
250
300
350 Hours Spent on Each Task
302 hours annually lost
to manual workload
Small Mid-size
Managing use tax requirements
Researching nexus status
Researching product taxability rules within each state
Managing customer exemption certificates
Responding to auditor requests and managing the audit process
Tax return prep and filing
Administration of taxability changes
Why Sage Sales Tax?
• Cloud Based• End-to-End Sales Tax Compliance• Precise rate determinations• Sourcing Rules• Returns Filing• Records Retention Compliance• Reduced penalty and interest exposure• Single Source of Payment
How Does it Work?
• Integrated into Sage 100 • Automatically requests updated rate information
at the time of order entry.• Posts sales tax amounts and jurisdictions at the
time of Invoice Update.• At month end, Avatax Returns will process your
sales tax returns for all jurisdictions.
Let’s Keep Talking
Let us help you with you Sage 100 consulting and training needs.
Email: [email protected]: www.bcsprosoft.com/blog
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