JANUARY 16, 2007      

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New Feature: Blue Triangle in Sage PRO 7.4

 

Sometimes the smallest feature can make the biggest difference in how you effectively use your software, so we wanted to highlight the

one feature that we suspect will make your day-to-day accounting work much more streamlined.

 

In 7.4, Sage implemented their Blue Triangle in the lower right corner of many fields - customer, items, vendors to name a few. When you right-click on such a field, a pop-up menu will give you a list of actions you can take. Imagine being on the phone with a customer and quickly wanting to see what that customer has ordered recently. No more navigating through pull-downs - simply right-click on the customer name and select Purchase History in the pop-up menu. This is the one feature that we know you'll become addicted to. I know we are.

 

One single feature is not going to tip the balance in favor of upgrading - but a dozen such new features just may. Here's a quick rundown of the types of enhanced functionality that we suspect our customers will want sooner rather than later:

  • Closing a period takes 30 seconds

  • No more current vs. history files

  • Unlimited open fiscal years allowed

  • New RMA processes [read more below]

  • Paperless purchase order and RFQ processing

  • New utilities to rebuild history files and GL balances


New RMA Processes in 7.4

Almost a year ago, January 24th 2006 in fact, we hosted a round table discussion on RMA processing procedures in our Northborough office.  We invited customers to attend and give us input as to their existing procedures and their needs, which we submitted to Sage Software for their future software enhancements. Sage Pro 7.4 incorporates many of these suggestions, see a sampling below.

 

The new RMA processes make it easy to create and enforce return policies that are unique to your business, and helps ensure proper
application of restocking fees when appropriate. Plus, it’s easy to access all return information for reporting purposes:

  • Look up invoices from Order Entry for quick processing

  • Control the routing approval process across multiple return types

  • Choose automatic or manual RMA numbering

  • Track returns by Items and Customer

  • Drill down to documents from the RMA screen

  • Track warranties


 

New Accounts Payable Electronic Funds Transfer (EFT) and Enhanced Payroll EFT in 7.4

Now you can process vendor payments electronically with the new Accounts Payable EFT module. Payments are generated in Automated Clearing House (ACH) file format so that they can be easily made through the Direct Payment option in Accounts Payable. This highly useful feature is a must-have in today's competitive world of electronic commerce, credit and debit cards, and aggressive return policies. The enhanced Payroll EFT module also now supports ACH file formats.

 


 

Robert Distler
rdis@wacinc.com

WAC Consulting, Inc.
367 West Main Street
Northboro, MA 01532
866.400.0WAC

    

 

 

37 New Ideas For Growing Businesses  

1. Change before you have to. By the time you are certain that your current systems are inadequate, you're probably already loosing money to reduced productivity, lost opportunities, and inferior data. Don't wait until that happens.

About WAC Consulting

 

WAC Consulting Inc, founded in 1987, helps companies to increase profitability by stream-lining business processes. WAC specializes in providing support of business computer accounting systems to local and regional companies. The company has certified CRM, Manufacturing, Warehouse Management, Accounting and Hardware/Network/ Security specialists on staff.

 

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