512.892.8990 info@121-business.com
Sage 50 How-to: Restrict Access to Customer Credit Card Information

Sage 50 How-to: Restrict Access to Customer Credit Card Information

From “Sage 50 How-to: Restrict Access to Customer Credit Card Information” and Sage 50 Insider, May 2013

In Sage 50 Accounting, customer credit card information is password protected through Sage Exchange. To add an extra layer of security for your customer credit card information, you can customize the access privileges of your Sage 50 user accounts so that only approved users can view the area on Maintain Customers/Prospects window that provides access to Sage Exchange.

Follow these steps to restrict this area from unapproved users:

More from “Sage 50 How-to: Restrict Access to Customer Credit Card Information” and Sage 50 Insider, May 2013

 

Suzy Payne Rabb
Sage 50 Solution Provider
Your Live, Online Guide to Sage 50 Success
512.892.8990

 
Send email to suzy@121-business.com
Website: www.121-business.com
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Performance Management Scorecards Straight from Sage 50 (Peachtree)

Performance Management Scorecards Straight from Sage 50 (Peachtree)

By Suzy Payne Rabb
 
Performance Management Scorecards

Sage 50 Scorecard, Sage 50 Dashboard, Business Intelligence

 

Stay on track with the key performance indicators that can mean more success for your business. We create custom scorecards to inform, motivate, challenge and incentivize managers to build more profit into your bottom line.

-Use the Metrics that Drive Your Particular Business
-Can Work with Your Existing Sage 50 Chart of Accounts
-Works with Versions 2012 and Beyond
-No More Excel Editing, Copying, Pasting to Get What You Need

Contact us for more information.

This scorecard produced directly from Sage 50 via Sage Intelligence reporting tool. Entire scorecard below.

Suzy Payne Rabb
Sage 50 Solution Provider
Your Live, Online Guide to Sage 50 Success
512.892.8990
 
Send email to suzy@121-business.com
Website: www.121-business.com
Join my professional network at Linkedin and follow me on Twitter.

 

 

 

Tracking Sales Orders with Sage 50 Quantum

Tracking Sales Orders with Sage 50 Quantum


by Suzy Payne Rabb
121 Business Software Consulting

 

Where’s the Order?

What if everyone on your team could have real time access to the latest status and up-to-the minute notes on your company’s open sales orders?  Imagine how much more smoothly your operation could work. No one would have to wonder, ask or spend time tracking down what’s happened or what needs to happen next. With just a couple key strokes, a user could see a birdseye view of the total sales order process or drill down to immediately answer questions about the most detailed aspects of a specific order.

With minimal setup, your Sage 50 Quantum system can be setup to provide a dashboard with the following views.

And you can arrange these views on your own dashboard in a number of meaningful ways.

So, how is it done? Sage 50 Quantum Order Process Workflow is the key. Order Process Workflow is built into the Sage 50 Quantum system. You just need to set it up and start using it.

 
 
 
 
 
Update:  New Sage 50 Business Intelligence Report, Sales Orders by Status w/Trackit Note, is now available.  Click here for report details.
 
 
 
 

 

 

 

 

Sage 50 Order Process Workflow

The Order Process Workflow system in Sage 50 (Peachtree) Quantum Accounting keeps everyone informed in real time of all the details related to your sales orders, so that anyone with approved access can instantly know where the order is, when it’s due, who’s handling it, or what the problem with it is. You can customize the triggers, steps and statuses that are crucial to your particular company.

  • Keep track of all the moving parts of your order process so nothing gets missed and everything moves along as planned.
  • Notify the next person in the process with a status and specific notes as needed.
  • Have one centralized place to keep track of all the work involved in the process, or see just your own tasks.
  • Automatically send notifications to designated employees once a task is completed.
  • My Inbox on My Dashboard monitors the status of a user’s processes and transactions, and allows them to take action.

Interested in learning more?  Contact a Sage 50 Certified Consultant or email me at suzy@121-business.com to setup a free consultation.  I’ll share the steps to get this functionality setup and working for your company.

Suzy Payne Rabb
Sage 50 Peachtree Certified Consultant
Sage 50 Solution Provider
Your Live, Online Guide to Sage 50 Success
512.892.8990

 

See Professional Profile

 
Send email to suzy@121-business.com
Website: www.121-business.com
Join my professional network at Linkedin and follow me on Twitter.
 
Sage 50 Quantum, Sage 50 Consultant, Sage 50 Help, Sage 50 Training, Order Entry, Order Processing, Sales Orders, Open Orders, Peachtree Quantum, Peachtree Consultant, Peachtree Help, Peachtree Training
Sage 50 (Peachtree) Basic Training Videos

Sage 50 (Peachtree) Basic Training Videos

Get started using Sage 50 (Peachtree) by viewing the Basic Training Video Series.

 
Installing Sage 50 Accounting

 

video icon Preinstallation Checklist (1:55)
video icon Install Sage 50 on a Standalone Computer (2:27)
video icon Install Sage 50 on a New Server (2:56)
video icon How to Setup a New Company in Sage 50 (2:56)
video icon Install Sage 50 on a Network Workstation (2:56)
 
 
Sage 50 for New Users

 

video icon Sage 50 Accounting Tutorial Basics for New Users (1:32)
video icon Navigation and Help Resources Tutorial (2:44)
video icon List Views Tutorial (2:11)
video icon Accounts Payable Tutorial (8:24)
video icon Inventory Tutorial (3:05)
video icon Accounts Receivable Tutorial (8:53)
video icon General Ledger Reports Tutorial (4:41)
video icon Financial Statements Tutorial (1:59)
video icon Utilities Tutorial (7:40)
video icon Sage 50 Basics for New Users Conclusion (1:34)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Do More with an Automated Accounting System

Do More with an Automated Accounting System

From “Harness the Power to Do More with Less with an Automated Accounting System”  from Sage.

How automated systems can help.

There are hundreds of transactions that occur in every business day. Without help, you can quickly lose control. You have to manage your finances, but you can’t ignore your customers, your suppliers, or your team. Rather than running yourself ragged, you can rely on an automated system to help you create order from chaos. Here are some ways the right automated system can help:

  • Eliminate duplication
  • Validate transactions
  • Enforce rules
  • Monitor results
  • Identify and correct discrepancies
  • Project future outcomes
  • Be accountable

 

Eliminate duplicate efforts

Manual systems require you to re-enter the same data mulitple times. In an automated system, you can enter data once and then re-use it. You can also set up repeating transactions to handle a number of different scenarios. Because data is reused and centralized, you reduce the likelihood of errors.

Recurring Transactions

Your accountant tells you to record the same adjustment every month. With an automated accounting system, you can create recurring journal entries so that once a month, the journal entry will be recorded in you general ledger, making your finnacial statements accurate on a monthly basis.

More from “Harness the Power to Do More with Less with an Automated Accounting System” by Sage.

 

Suzy Payne Rabb
Sage 50 Peachtree Certified Consultant
Sage 50 Solution Provider
Your Live, Online Guide to Sage Peachtree Success
512.892.8990
 
Send email to suzy@121-business.com
Website: www.121-business.com
Join my professional network at Linkedin and follow me on Twitter.
New Era for Sage 50 (Peachtree) Reporting

New Era for Sage 50 (Peachtree) Reporting


By:  Suzy Payne Rabb
121 Business Software Consulting

 
Dashboards and Scorecards 

So you think you know Sage 50 (Peachtree) and the type of reporting that is possible? Think again. A new era has dawned for Sage 50 reporting and the possibilities are only limited by your imagination.

What if you could pull out the most key performance indicators and present them in such a way to inform, challenge, motivate and incentivize your own team? Now you can.

Example:  Restaurants-A few sections from a Restaurant Scorecard (created by 121 Business Software Consulting with Sage 50 Business Intelligence)
 
New Reporting Possibilities Direct from Your Own Sage 50

You can keep the typical reports and financial statements generated by most typical accounting programs–they are important and definitely have a place in the management of your business. But take a moment to think “outside the box”, to the key performance indicators that drive success for your own business.  Yes, you can likely find them buried in your typical accounting reports, if you take the time to analyze and digest the details.  But what if you could pull out the most key performance indicators and present them in such a way to inform, challenge, motivate and incentivize your own team?  Now you can.

In the coming days and weeks, we will be presenting more real world examples of what is possible today with your own Sage 50 (Peachtree).  Stay tuned, we think you will like what you see.

So yes, it is true. This type of reporting is now possible to generate directly from your own Sage 50 Peachtree with no additional Excel work.  Email me today to discuss what might be possible for your business.

Suzy Payne Rabb
Sage 50 (Peachtree) Certified Consultant
Sage 50 Solution Provider
Your Live, Online Guide to Sage 50 Success
512.892.8990
 
Send email to suzy@121-business.com
Website: www.121-business.com
Join my professional network at Linkedin and follow me on Twitter.