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Shortcut Keys in Sage Accpac ERP
In this tutorial, weíll show you some shortcut keys in Sage Accpac ERP that can make your job easier and more productive.
4 min 34 sec |
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Enhanced Drilldown from Operations Suite Modules
When youíve got a customer on the phone placing an order, it's critical to have item information and availability at your fingertips. Sage Accpac puts this information on your Order screen and enhanced drilldown gives you easy access to the details. In this tutorial, weíll show you a typical order entry scenario where these features will benefit you and your customers.
3 min 38 sec |
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Year-End Procedures
Closing the year in Sage Accpac ERP is a rather painless exercise. In this tutorial, weíll review the major year-end tasks and walk you through the process.
5 min 59 sec |
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AR Inquiry
The Sage Accpac ERP Extended Enterprise Suite now includes the AR Inquiry module. AR Inquiry consolidates customer information from many areas within Sage Accpac putting valuable information at the fingertips of your staff. In this tutorial, we lead you on a tour of this module.
6 min 13 sec |
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Optimize Your Use of the Finder in Sage Accpac
The finder in Sage Accpac is used on data entry screens to lookup and select information such as account numbers, customers, vendors, items, orders and transactions to name a few. In this tutorial, weíll show you features and functions of the finder, including some elements that you can customize for your own use. Even seasoned users of Sage Accpac may learn a thing or two.
5 min 48 sec |
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Sage Accpac Intelligence Dashboard Report
New in Sage Accpac ERP v5.6 is Sage Accpac Intelligence, a powerful reporting and analysis tool that extracts data from all of your key financial and operations modules. In this tutorial, we focus on how to run the included Dashboard Report.
8 min 56 sec |
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Help Resources and Documentation
In Sage Accpac ERP version 5.6, youíll notice some changes to the product documentation. Most importantly, youíll find a significantly beefed up Help system that now takes the place of module-specific pdf manuals. In this tutorial, we show you how to access the help system and how to use it most effectively.
5 min 53 sec |
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Bank Reconciliation in Version 5.6
The Sage Accpac ERP bank reconciliation module received significant enhancements in version 5.6. In this tutorial, we run through an example reconciliation and point out some of the new features along the way.
6 min 38 sec |
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Building an Inventory Report in Sage Accpac Intelligence
Starting with version 5.6, Sage Accpac ERP now includes Sage Accpac Intelligence, an Excel-based reporting and analysis tool. It comes standard with a number of reports, and with the included Report Manager license, allows you to build new reports from your Sage Accpac data. In this tutorial, we show you how to build an inventory report, but the concepts can be used to build reports from your other Sage Accpac modules as well.
6 min 38 sec |
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Working with Multiple Instances of a Data Entry Window
Many accounting system users frequently work with multiple customers at the same time. This is particularly true for people in customer service and telesales departments. Accordingly, the ability to have multiple orders or customer records open simultaneously would be a great benefit to these employees. This feature is available in Sage Accpac ERP and in this tutorial, we show you how to enable and work with multiple instances of a data entry screen.
2 min 52 sec |
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Using POs for Non-Inventory Items
Almost all companies that manage inventory use a purchase order system. But even companies that donít manage inventory can benefit from using POs. From purchasing computers to office supplies, from professional services to repairs and maintenance, managing your companyís purchasing is important. In this tutorial, we show how you can configure and use the Sage Accpac PO system to manage the purchase of ad hoc items and services that are not maintained in an inventory system. This methodology applies whether or not you are running Sage Accpac Inventory Control.
8 min 0 sec |
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Create Shortcuts to your Most-Used Functions in Sage Accpac
Most users of Sage Accpac ERP have very focused job responsibilities that are limited to a specific set of accounting functions. If this describes your use of Sage Accpac, then wouldnít it be great if you could access these specific functions without having to navigate through menus and icons? Well you can and in this tutorial, we show you how to group shortcuts to your most-used functions into your own folder on the menu tree.
3 min 59 sec |
