Is it any coincidence that the people who know the most about their software also seem to really like their software? The same is true of cars, appliances, and vacation destinations; knowing more about almost anything will help users enjoy an experience more. So, the answer is “both”- if your financial and accounting software is …
‘BIM’ around the block! Building information modeling (BIM) has been around for about 50 years now (Wikipedia). Yes! You read that right – 50 years. Though in the 1970s when the concept was developed, BIM (as we know it today) wasn’t really implemented until the late 1980s. So I guess we can say, it has …
Don’t Underestimate: Building Information Modeling (BIM) Read More »
by Joanie Hollabaugh, Sr. Director of Marketing and Mark Jensen, Director of Business Development Planning a Company Growth Strategy If you’ve ever been through a Strategic Planning exercise for your company (and I highly recommend it), you are instructed to brainstorm your goals and KPIs in phases. Often companies are so caught up in the …
Link financial and operational efficiencies Good Project Management software (aka the PJ in Sage 300 CRE) should tightly link financial and operational efficiencies, which will allow you to grow your business. By using best practices, it should eliminate duplicate processes and data and share that centralized data across business units. Fortunately, the Project Management module in …
by Kyle Zeigler, Sage Senior Certified Consultant Printed journals are a valuable audit trail Your Sage 300 CRE software LOVES to produce printed journals. When you click the Finish button in any accounting module Task, you are presented with a Print Selection window. This window lets you not only specify a printer but also gives …
Automatically Print Journals to File in Sage 300 CRE Read More »
by Kyle Zeigler, Sage Senior Certified Consultant Creative Uses of GL Units Account in Sage 300 CRE When we think of GL financial statements in Sage 300 CRE, the traditional balance sheet, income statement, and statement of cash flows come to mind. These reports provide information about the company’s long-term stability, present-day profitability, and use …
by Kyle Zeigler, Sage Senior Certified Consultant When worlds collide It’s probably safe to say that accounting people and IT people operate in different worlds. You wouldn’t ask your IT person to prepare your month-end financial statements, and most companies wouldn’t ask their accounting manager to troubleshoot a problem with the mail server. These worlds often …
The secret sauce for Sage 300 CRE by Joanie Hollabaugh, Sr. Director of Marketing When you get a software proposal from Tony Merry, VP at ETHOSystems, you may be surprised to learn that he has already customized the solution for you. There’s a ‘secret sauce’ inside every accounting solution proposal! It’s a special suite of …
by Kyle Zeigler, Sage Senior Certified Consultant Federal and state requirements for PTO Creating formulas in Sage 300 CRE can be daunting for even the most experienced user. Particularly, payroll formulas are one of the more complex formulas. With Federal and State legislation requiring paid sick leave, automatic accrual of hours for paid time off …
by Kyle Zeigler, Sage Certified Senior Consultant The workaround for testing A Sage 300 CRE client asked us: “I would like to test out some software features that I have not previously used. I don’t want to affect my live data with my testing. Is there a way I can create a test copy of …
by Kyle Zeigler, Sage Senior Certified Consultant Reduce errors with digital data imports For larger organizations with hefty volumes of accounting records (vendor invoices and payments, customer billings, journal entries, purchase orders, and other types of routine transactions), manual data entry requires more manpower and bears a greater risk of data entry error. However, when …
