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Sage MAS 90 and Sage MAS 200
NEWSLETTER
Volume 6 Issue 5,
September 2006 |
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The August 2006 issue of CPA
Technology Advisor magazine
gave Sage Payroll Services a perfect
5-star review, calling it "truly
a turnkey payroll service that
delivers online services accessible
on an in-house basis - the best
of both worlds." If you'd like to
learn more about this outsourced
payroll solution that integrates
with Sage MAS 90, give us a call. |
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| The New ACT! Link
Bringing Two Favorites Together |
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| New tabs in ACT! by Sage give users access to the
Sage MAS 90 data they need to serve customers
better |
The new Sage MAS 90 and MAS 200 ACT!
Link creates a bi-directional integration
from ACT! by Sage to Sage MAS 90
and MAS 200 ERP. This link gives ACT! by Sage
users real-time access to Sage MAS 90 customerrelated
data. A salesperson can issue a sales order
or view critical customer
information such
as invoice history, purchase
history, sales order
history, return orders,
and payment information
directly from within
ACT! by Sage. The ACT!
Link brings customer
accounting and inventory
data into ACT!
and sends opportunity
data to Sage MAS 90
to become quotes and
orders. It all happens in this powerful new interface;
let's take a closer look.
Benefits Of Integration
An integrated front and back office system can
lead to greater overall efficiency and improved
customer service. The ACT! Link delivers a single
shared view of customers, allowing your sales,
support, service, and marketing teams to service
your customers without burdening the accounting
department.
The improved data sharing and data integrity
provided by the ACT! Link reduces your
company's overall operational costs by minimizing
rekeying and the time spent hunting for
answers in two separate systems.
If you are already using ACT! by Sage for
your front-office employees, they can continue
to work in familiar software, with the added benefit
of having access to
critical back office data.
If you are using
a stand-alone contact
management software,
consider the benefits
of an integrated solution.
In addition to giving
your salespeople
the information they
need, your back-office
employees benefit by
knowing that orders are
posted accurately into
the Sage MAS 90 Sales Order module - without
rekeying.
New Tabs In ACT!
The new ACT! Link automatically adds several
tabs to ACT! by Sage. Each tab holds Sage
MAS 90 accounting data, and displays a data
grid that can be personalized and resized to suit
your specific needs. You can sort the rows, and
remove and reorder fields and columns. The
personalization you make is specific to you, so
when you access the tab again, your changes are
remembered.
There's even an option to drill down into
the details of the associated Sage MAS 90 data.
Here's a list of the tabs added with ACT! Link:
Accounting Links Tab displays all the Sage
MAS 90 customer links configured for the
selected ACT! by Sage company.
Accounting Data Tab displays standard
customer accounting information such
as name, address, credit limit, and aging
balances.
Invoice History Tab displays sales invoice
history records with line item details and
lot/serial number information.
Sales Orders Tab displays current sales
orders and sales quotes for the selected
Company (Sage MAS 90 customer).
Open Invoices Tab displays current open
invoices in the Sage MAS 90 Customer
record.
Payments Tab displays current Sage
MAS 90 customer payment history information,
such as date payment received and
amount.
Return Orders Tab displays current open
return orders for the selected Company.
Item Sales Tab displays current Item sales
history for the selected Company.
Last Purchase History Tab displays the last
purchased information for the items this
company bought.
Job Information Tab displays current job
cost information for any open jobs for the
selected Company.
Work Orders Tab displays all open work
orders.
If one of the standard tabs does not include
the information you need, you can add additional
tabs to hold data specific to your company's
operations.
Launch Sage MAS 90 Tasks
A Sage MAS 90 Tasks menu provides users with
proper security access to many Sage MAS 90
tasks right from within ACT! by Sage to save
time and keystrokes. Users may directly access
the Customer Maintenance, Sales Order Entry,
Sales Quote Entry, and Inventory Inquiry tasks.
The Customer Maintenance task displays
customer information and allows you to group,
sort, and filter data for use within ACT! by Sage.
For example, make a group of all customers for
which you are the sales representative.
The Sales Order Entry task launches a new
sales order already populated with the customer
information corresponding to the active Company
record in ACT! by Sage - if the customer
is not on file in Sage MAS 90, it's quick and easy
to create a new Sage MAS 90 Customer.
The Sales Quote Entry task launches a new
quote with the customer number corresponding
to the active Company record in ACT! by
Sage already filled in.
The Inventory Inquiry task makes it easy
for you to look up detailed item information
before creating an order, or to better respond to
a customer's questions.
There's no waiting for the data to be updated
- the ACT! Link works immediately to
update both systems.
Opportunities To Orders
Converting opportunities to orders is quick and
easy with the ACT! Link. Starting from a contact
record within ACT! by Sage you'll select
the Opportunities to Orders option, find the
opportunity you're looking for, and click OK.
Immediately and automatically, the order is
created in Sage MAS 90. This works great for
quick orders. For the more complex orders, you
can simply launch the Sales Order Entry task to
take advantage of the full power of Sage MAS
90 Sales Order. Either way, the ACT! Link will
update the contact record in ACT! by Sage,
ensuring you're always up to date.
Overall Flexibility
To facilitate its initial setup, the ACT! Link adds
new menus within ACT! by Sage that allow
you to: establish links to fields in Sage MAS 90,
adjust for customizations, control when data is
refreshed, and establish default settings for new
companies.
A comprehensive field linking process
enables you to specify precisely which fields in
ACT! by Sage will be linked to which fields in
Sage MAS 90. For example, you will link the
ACT! by Sage Company field to the Sage MAS 90
Customer field; and you can link the ACT! by
Sage Opportunity field to a user defined field
(UDF) in Sage MAS 90 Sales Order.
Linking fields is simple - you just click on
the field you want to change and select a new
field from the drop-down field list. Any user
defined fields (UDFs) you have set up in either
ACT! by Sage or Sage MAS 90 are available in
the drop-down list.
These linkages are defined by Company
Code, allowing you to have different configurations
for each of your Sage MAS 90 companies,
if needed.
If you are using ACT! for Workgroups,
your users can log on at different workstations
and have their own ACT! Link configuration
follow them since the personalized and customized
settings you establish are stored in the
ACT! by Sage user record.
You can customize the ACT! Link by user
type - a different configuration for sales versus
customer service, for example.
Since there may not be a simple one-toone
association between a company in ACT! by
Sage and a customer in Sage MAS 90, the ACT!
Link allows you to associate a single company in
ACT! by Sage with multiple customers in Sage
MAS 90.
How To Get It
The new ACT! Link is expected to be available
in early autumn. Those of you who already
own the existing ACT! Link and have a current
Maintenance Plan will receive the upgrade at no
charge.
If you're currently running ACT! by Sage
and are interested in the ACT! Link, or if
you're looking for a new contact management
solution and wonder if ACT! by Sage can
work for you, please give us a call for details
and pricing. |
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| Credit Card Processing |
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Americans bought over $2 trillion worth of
goods and services with major credit cards
in 2005. The Sage MAS 90 ERP Credit Card
Processing module automates credit card verification
and gives you better control, tighter
security, and a clear audit trail. As more and
more of your customers seek to use credit cards
as a payment method, the Credit Card Processing
module can ensure your company can handle
them efficiently.
How Does It Work?
The Credit Card Processing module integrates
PCCharge Pro Payment Server by GO Software
with Sage MAS 90, allowing you to accept credit
card payments through Sales Order Processing,
Accounts Receivable, and the e-Business Manager
applets, .store and .order. With the Credit
Card Processing module, you can approve and
submit credit card transactions directly from
within Sage MAS 90. All transactional information,
such as authorization codes, is captured
and stored within Sage MAS 90 for historical
lookup and settlement purposes.
You can choose between a modem connection
or if your credit card processing network
supports it, the Internet. Authorizations and
payment requests initiated within Sage MAS
90 are sent through the PCCharge Pro Payment
Server, an intermediary between Sage MAS
90 and your credit card processing network.
Approved transaction information is passed
from the processor to PCCharge Pro, and then
automatically into your Sage MAS 90 software.
Sales Order Processing
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| The Credit Card Processing module allows you to accept
credit cards in Sales Order Processing, Accounts
Receivable, and e-Business Manager. |
The Credit Card Processing module handles
both full payments and partial or deposit payments
within Order Entry and Invoice Entry in
a straightforward, intuitive fashion.
For example, a customer wishing to make a
deposit for a large order using their credit card,
and charge the balance upon shipment, can be
accommodated - after choosing a payment
type of Credit Card and entering the credit card
information, you will enter the deposit amount
and select the Deposit check box. When you
select the Authorize Now button, the Credit
Card Processing module treats the deposit as a
sale amount, seeking approval for the deposit
amount. If you have selected the Pay Balance by
Credit Card option, the balance of the order is
automatically charged to the credit card when
you create and update the invoice.
For the typical sale where you charge the
credit card upon shipment, do not enter a
deposit amount or check the Deposit box. Just
select the Authorize Now button and the Credit
Card Processing module pre-authorizes the
total invoice amount. The transfer of funds does
not occur until the invoice is posted during the
Sales Journal Update. For both deposits and
payments, you'll receive notice that the Credit
Card Processing module is seeking authorization.
When authorization is received, the data
automatically fills the Sage MAS 90 fields for
Authorization Number, Date, Time, and Transaction
Number.
Accounts Receivable Cash Receipts
From within Accounts Receivable Cash Receipts
Entry, after creating a new deposit entry, you
will select Credit Card as the Deposit Type.
After entering your customer, enter a credit
card number or select one of the on file card
numbers for this customer. Once you enter
the credit card information, select an invoice
and distribute the deposit as usual. Next, select
Accept to begin the credit card authorization
process.
e-Business Manager
Using the Credit Card Processing module, customers
can use credit cards as payment for the
orders they place in the .store and .order applets
of e-Business Manager. Your customers will not
receive an authorization code or decline message,
just a thank you for their order. If the credit
card is rejected for any reason, the order will
go into the Shopping Cart Accept and Reject
Entry, allowing you to contact the customer for
another means of payment.
Audit Reporting
Two reports in Accounts Receivable help to reconcile
your transactions. Additional reports
also are available from within the PCCharge Pro
software. A convenient link within Sage MAS 90
lets you access the PCCharge Pro server and
print transaction data directly from the source.
Security And Fraud Prevention
Credit card fraud costs businesses millions of
dollars each year. Security is obviously a critical
concern for your customers as well, and the
Credit Card Processing module addresses security
in several strategic ways. Multiple password
layers increase the security of customer card
numbers and information by reducing the possibility
of unauthorized access into the database.
Credit card numbers are stored in an encrypted
format within the Sage MAS 90 database. e-
Business Manager uses SSL (Secure Socket Layers)
to communicate securely with the Internet
client. Further, you can elect to print only
the last four digits of the credit card number on
internal documents. Two effective methods of
fraud prevention, Address Verification Service
(AVS) and Card Verification Value 2 (CVV2),
are both used by PCCharge Pro.
New Corporate Card Support With Version 4.1, the integration between Sage
MAS 90 and Sage MAS 200 and PC Charge Pro
Payment Server has been enhanced to include
support for corporate credits cards. You now
have the ability to pass an additional tax amount
along with a unique employee identifier as part
of the transaction.
Give us a call for complete details. |
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| In The Spotlight: Extended Solutions For Payroll |
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Employers often report that ensuring compliance with the host of changing government
tax filing regulations is a constant source of worry. Fees for missed deadlines
and non compliance are steep. Sage Compliance Services can help eliminate that
worry by ensuring your tax filings are accurate and on time. Let's learn more.
About Sage Compliance Services
Sage Compliance Services is a complete outsourced tax filing service from Sage Software.
Sage Compliance Services supports Federal Payroll Withholding Tax, Social
Security, Medicare, FUTA, state and local income tax, state unemployment insurance,
state disability insurance, and IRS Forms 940, 941, 943, 944, and 945. The service also
can print and mail your employees' W-2 forms and file via magnetic media. You simply
upload an electronic file containing your tax data to Sage Compliance Services following
each payroll cycle.
Save Money
Most service bureaus impound your payroll tax liabilities during each pay cycle. It's
a great deal for the bureaus, since they collect interest on your money until the taxes
are due. Sage Compliance Services does not impound your tax liabilities. Instead, your
payment is electronically routed directly from your bank account to the taxing authority
just before or on the tax due date. You keep the money, and earn interest on that
money, until it's due.
Convenient
After running payroll in Sage MAS 90 ERP Payroll, you will create your
tax liability file from a window within Sage MAS 90 and then upload
the file to Sage Compliance Services. Your work is done.
Sage Compliance Service offers tremendous convenience and peace
of mind to busy organizations like yours. Tax filing experts will analyze
your payroll tax data, determine when your taxes are due, coordinate
payment, and provide you with status reports documenting the actions
taken on your behalf. Your tax data is reviewed by tax professionals and
any discrepancies are immediately called to your attention.
Comprehensive Reporting
While using Sage Compliance Services can help eliminate worries and
stress, it doesn't do it by keeping you in the dark. You'll have the opportunity
to verify your tax payments before they are made. Hard copies of
every tax return are provided to you for your files. Your state taxes are
delivered to you via a signature-ready return or on your original blank
return form. You'll receive same-day confirmation of tax information
received by the service.
Several reports are available to ensure you have the information
you want, when you want it. For example, you'll receive a copy of your
company's Master File Information at the time of your account setup
or after any changes are made. A Summary of Wages and Tax Totals
helps you verify the information used is accurate. You can confirm payments
made on your behalf by Sage Compliance Services with the Payment
Summary report, which includes tax due date and amount due,
name of taxing agency, tax type, date, and amount paid.
W-2 Printing Service
For many companies, printing and delivering W-2 forms is a time-consuming
and tedious chore. Why not let Sage Compliance Services take
on this burden for you?
High quality, laser printing technology means your tax forms are
easy-to-read and meet all government requirements. You won't need to
worry about last minute form changes with Sage Compliance Services;
your W-2 forms will be ready and mailed on time. Elect to have the W-
2's mailed directly to each employee, or have the set delivered to your
offices for distribution.
If you are required to file electronically, Sage Compliance Services
will create the electronic submittal of your company's W-2 forms.
Should you have any questions, your assigned tax professional will work
with you to ensure W-2's are accurate and on time.
Call us for more details and pricing for this service. |
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© Copyright 2004-2010 Tango Marketing, LLC. www.tango-marketing.com All Rights Reserved. This newsletter and its content have been registered with
the United States Copyright Office. This content is licensed by Tango Marketing LLC and can be distributed by licensee until 07/31/2010 at which time the licensee must cease
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The capabilities, system requirements and/or compatibility with third-party products described herein are subject to change without notice. Sage, the Sage logos, and the Sage product
and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are the property of their
respective owners.
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