Sage Accpac

Accelerate Your Success

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Overview

• Benefits of Sage Accpac Version 5.5

• Coming Soon in Version 5.6

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Sage Accpac Product Roadmap

Version 5.5 2008

Version 62010

Version 5.6 2009

Benefits of Sage Accpac 5.5

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Value For Maintenance in v5.5• Free CRM User License

• Options Products Included (Lowering Annual Maintenance)

• Free Spanish, French, Chinese Language Overlays

• Extended Functionality in 100 & 200 Editions– General Ledger Account

Segments and Structures

– Budgets

– Years of History

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Bundled Options

Module Now includes

SM Additional Languages

GL Account Code Changer and GL Security

AR AR Inquiry and Customer Number Changer

AP Vendor Number Changer

Payroll Timecards

OE Ops Inquiry

IC Item Number Changer

PJC Time Cards

Serialized Inv Lot Tracking

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Performance Enhancements

GL Overall AR Document Posting

AP Document Posting PJC Posting Payroll

Processing

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AR Collections Manager• Efficient And Effective Cash Collection Process • Centralize All Collections Information & Provide

Easy-to-use Functionality• Quick Access to Comprehensive Account Details

– Better Communicate & Take Coordinated Action

– Improve Relationships With Your Customers.

– All Transaction & Contact History Accessible

• Flag Potential Risks or Trends Early Enough to Take Proactive Corrective Action

– Send Automatic E-mails to Both the Customer & Sales Rep Before the Invoice is Due

– Set Automatic Follow-up Reminders as Needed to Keep the Collection Process Moving

• Go Beyond the Printed Aging Report & Use More Sophisticated Calendar Tools to:

– Prioritize Collection Calls

– Ensure Follow-up Occurs

– Escalate Accounts

– Send Automatic Emails

– And More

Significantly improve your cash flow by focusing on managing your receivables

and help you develop collection strategies that make effective use of both

your human and financial resources.

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New Features in v5.5

• GL Account roll-up

• Improved multi-currency revaluation

• OE drill down inquiry

• Multiple Customer Billing

• PJC-OE Integration

• Improved HRMS & FAS integration

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Better Manage Project and Job Costing

• Seamless & Synergistic Integration of Order Entry & Project and Job Costing

• Save Time, Increase Productivity & Get The Valuable Insights you Need to Control Project Cost

• Quickly Enter Job-related Orders directly in Order Entry

– List Material Details Items from Inventory Used on a Job

– Track Miscellaneous Charges

• Manage the Complete Order Processing Cycle in Order Entry, or Create the Order & Shipment in Order Entry & Manage the Billing and Invoicing in the PJC Module

• Enter a Quote in Order Entry & Create the Contract on the Fly Using the New Contract Wizard

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More Cost-Effective Payroll Management

• Ensures your Privacy While Providing Reliable & Accurate Information

• Usability Enhancements as well as new Functionality Lower Costs While Providing More Accurate & Comprehensive Payroll Processing

– Canadian Payroll Now Allows you Utilize the Relevé 1 & T4 Electronic Filing Features

– Both US & Canadian Payroll - Now Choose Between two Methods of Carrying Over Employees’ Unused Accrued Vacation, Sick & Banked Time to the Start New Accrual Period

– Employee Activity Form Displays More Detailed Information About Accruals

– Employee Timecards Form• Employees can now Enter Sick or Vacation Time

Taken (That Is, Accrual Payments)• Bottom of Form Automatically Displays the

Employee’s Total Sick & Vacation Hours Taken, for that Timecard.

– Several Enhancements Have Been Made To Overtime Calculation

Ensure your Payroll is up-to-date and compliant with the latest

government updates and regulations

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Sage Accpac HRMS and FAS• Transform your HR Processes with Sage

Accpac HRMS– Version 5.5 delivers Sage Accpac HRMS 8.5

– Human resource management system, based on the award-winning Sage Abra Suite, comprising HR, benefits, training, recruiting, and compliance

– Flexible design features your choice of database platforms, including SQL or MSDE

– Comprehensive array of features, and the powerful reporting and analysis capabilities that you need to manage your workforce

• Gain Total Command & Control Over Your Entire Fixed Asset Lifecycle—From Acquisition To Disposal

– Gain total command and control over your entire fixed asset lifecycle—from acquisition to disposal

– Provides construction in progress management, fixed asset depreciation calculations for financial and tax reporting, asset inventory reconciliation, and customized

Coming in Sage Accpac 5.6

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What’s New in v5.6• Focus on Top Requested Customer

Enhancements– Bundled Sage Accpac Intelligence

– Payment Processing

– Better Manage Inventory with integrated SN/LT

– Simplified Bank Reconciliation

– Improve Efficiency: Navigate and Find Information in Record Time

– Increase Performance: Finish Everyday Tasks Faster

– … and more

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Sage Accpac Intelligence

• New product to let Financial Managers easily create reports and analyze data – Based on familiar Excel– Provides many pre-formatted reports – Easy report creation– Advanced OLAP analysis– Integrated with Sage Accpac desktop

• 1 User License Bundled (free) with v5.6

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Sage Accpac Payment Processing

• Integrated credit card processing module– Enter credit card info into Order Entry

– Process AR against credit card

– Process Recurring Billing payments

• Reduces manual entry of credit card & payment information

• Secure card info storage in Gateway Vault (not local)

• Reduces manual entry of credit card & payment information

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Serial Number & Lot Tracking• Integrated and Improved

Serial Number & Lot Tracking

• Gain Tighter Control of Stock Levels

• Improved Traceability

• Efficiently Manage Product Recalls and Charge-backs

• Enables Fast and Accurate Serial/Lot Tracking, eliminating costly mistakes and allowing you to get your work done faster!

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Simplified Bank Reconciliation• Simplified

– Single page for deposits and withdrawals

– Popup to show how book balance is calculated

• Bank Entries– Reconcile Bank Entries

• Multiple lines for a Bank Entry– Distribution Codes and

Distribution Sets

– Reverse Bank Entries

• Improved Reversal Process• New Bank security resources

for separation of duties

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Accounts Receivable Inquiry Tool• Integrated AR Inquiry Module

• Optimize Cash Flow & Customer Service

• Provide faster, more informed responses to customer inquiries

• Gain quick access to detailed account information

• Track detailed notes

• Improve your collections process

• Define Specific Criteria– Days Overdue– Dollars over Limit– Call Back Date– More

Empower your staff with the vital information they need to provide

exceptional customer service, improve collaboration, and optimize your

collections process.

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Improved SageCRM Integration

• Integrated ERP-CRM Solo support• Improved integration of data, including:

– Serial/Lot added to O/E and P/O inquiry – Customer National Account relationships are maintained

between CRM and Accpac – Salesperson Integration– Customer/Vendor Number Changer Support– Customer/Vendor Comments displayed– All Shipments/Receipts in Inquiry menu– Tax Information– Customer Price List– Vendor Contract Costs

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Additional Enhancements in v5.6

• Payroll Employee Security• Support 64 Bit Server & Workstation• Single Release• Easier Upgrades

– One-step installation & activation

• User Assistance– Help Topics updated for 5.6 – Free Sage University training on “what’s new” features

The Future: Sage Accpac 6

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Sage Accpac 6

• Next major release of Sage Accpac • Focus on solving customer requests with web

technology– Role based, personalized portal with dashboards– Task oriented navigation to increase data entry productivity– User Assistance “built in” to improve learnability– Ad-hoc reports/queries– Enhanced quote-to-order SCRM integration– Lower Total Cost of Ownership:

installation/deployment/upgrades

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