The Value of SageCRM for Accounting - Part I

SageCRM offers tremendous benefit to your accounting operations. This is Part I of IV on some of the benefits that you can get out of the SageCRM application.  Let’s explore.

SageCRM provides an “AR Collections Manager” that allows your accounting personnel to prioritize and manage customer collections and rapidly convert outstanding invoices into cash in the bank.  The AR Collections Manager consolidates outstanding account information into a single view that combines graphs and data in tables that allow you to quickly identify potential problems and schedule follow up action.

Plus, the integrated Calendar and Task Manager takes you beyond a static printed aging report and arms you with tools to prioritize collection calls, escalate accounts, and schedule automatic email reminders.  And since everyone in your organization is working from the same Extended Enterprise database, your sales people will have access to customer history and can help keep the collections process moving during their interaction with customers.

Multi-currency environments are no problem with company specific totals.

Synchronize information by company, or all companies simultaneously.

Contact Us to learn more about this powerful new option for your Sage Accpac system that will unify every element of your business.

From printing and clearing posting journals to deleting history, we'll cover the why's and how's of year end processing. This session will cover System Manager, General Ledger, Accounts Payable and Accounts Receivable, and will include a period end and year-end checklist for you to use at your company.

The cost of the webinar session is $80 and will last approximately 1 hour. At the time of signup you will receive an email confirmation and will be invoiced for $80. Signup is based on each GoToWebinar connection; meaning if one workstation connects with multiple users gathered around the workstation it counts as 1 user.

Title: Sage Accpac Year End & Purging History
Date: Wednesday, June 16, 2010
Time: 11:00 AM - 12:00 PM PDT

After registering you will receive a confirmation email containing information about joining the Webinar.

Space is limited.
Reserve your Webinar seat now at:
https://www1.gotomeeting.com/register/286343777

The outer modules (Order Entry, Purchase Orders, and Inventory Control) pass transaction down to the Sub-ledger or financial modules of the Accpac System.  The sub-ledgers pass transaction down to the General Ledger. Nothing from General Ledger or the sub-ledgers flow back to the outer modules.  Note that transactions entered in the General Ledger do not update the Bank module.

Comments Day-End Function

Each time you run day-end processing, the program processes all the transactions you have posted in Order Entry, Purchase Orders, and Inventory Control since the last you ran day-end processing.

Day End:

• Produces general ledger journal entries from the transactions in Order Entry, Purchase Orders, and Inventory Control that were posted during the day.
• Produces a posting journal for each type of transaction that was posted.
• Updates costing data for all transactions (unless you chose the option to update costing during posting).
• Updates inventory control statistics and transaction history.
• Processes the transactions that were posted during the day in Accpac Order Entry, Purchase Orders and Inventory Control, if you use those programs.

This process should be part of your daily routine to keep your Inventory Control audit trail and reports up to date.