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The Importance of Security When Deploying Sage Accpac ERP on the Web

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Even though the soon-to-be-released Sage Accpac ERP Version 6 will be a Web-based application, you will still be able to deploy it on your LAN to minimize the risk of exposure to the Web. However, the ability to log in to Sage Accpac from home, the airport, a hotel, or my local Starbucks would really make life a lot easier in certain situations. However, with great power comes great responsibility. While Version 6 will be set up to do all communication through a secure connection called Transport Layer Security (TLS), it will still be important for users of Sage Accpac Version 6 to follow corporate security practices. Awareness training for employees to not disclose passwords, ensuring IT staff routinely monitors server logs for unusual activity, and properly installing Sage Accpac Version 6 by a certified Sage Accpac consultant are just a few ways to ensure your data is safe.

- Brian Terrell, CPA and Managing Partner

What's New With Orchid Systems?

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As a strong supporter of Orchid Systems products for Sage Accpac ERP, we are pleased to announce the newest 5.6 version features of Orchid's Process Scheduler, Info-Explorer, RMA, Inter-Entity Transactions, Information Manager, and Bin Tracking, which have already been released.

Process Scheduler - Version 5.6:

  • New action of "Clear Data Integrity Logs" that enables the clearing down of old integrity logs. All logs will be cleared which are older than "x" days - which is entered on the action.
  • New F9 zoom screen to facilitate quicker setup time
  • New schedules report to enable Schedules to be printed
  • Clear button on the Audit logs screen will only clear the filtered tasks

 Info-Explorer - Version 5.6:

  • Ability to export to HTML - and from there to email or print.

RMA - Version 5.6:

  • Compatibility with the new IC Version 5.6 Serial and Lot Tracking

Inter-Entity Transactions - Version 5.6:

  • Sage Accpac ERP Version 5.6 compatibility

Information Manager - Version 5.6:

  • Sage Accpac ERP Version 5.6 compatibility

Bin Tracking - Version 5.6:

  • Compatibility with the new IC v5.6 Serial and Lot Tracking
  • Sage Accpac ERP Version 5.6 compatibility
- Brian Terrell, CPA and Managing Partner

Sage Accpac ERP 6.0 Product Roadmap

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In an earlier post, we mentioned some of the features included in the newest version of Sage Accpac ERP 5.6 such as:

  • New serialized inventory and lot tracking
  • Improved bank reconciliation
  • Sage Accpac Intelligence
  • Simplified installation and data activation
  • Free training
  • Built-in A/R inquiry tool

On his blog, Stephen Smith, the Chief Architect of the Sage Accpac product, gives us insight into what we may expect in the future from Sage Accpac ERP 6.0. He states that the main goal of version 6.0 is to solve customer requests with Web technology in 3 main areas:

*Usability: Improve Productivity

  • role-based, personalized portal
  • task-oriented navigation
  • contextual user assistance

*Reporting: Faster Information Access

  • integrated dashboards/KPI's
  • ad-hoc inquiry tool - quick information lists

*Integration: Streamline Processes

  • enhanced quote-to-order workflow for SageCRM users
  • elimination of Lanpak requirement for SageCRM users for Order Entry
  • SageCRM 7.0 support

Read More From Stephen Smith's Blog

- Brian Terrell, CPA and Managing Partner

Source: Smith, Stephen. "SageERP Accpac 6.x Product Roadmap." smist08.wordpress.com. February 19, 2010. <http://smist08.wordpress.com>/2010/02/

Using Sage Accpac ERP U.S. Payroll EFT Combine

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Recently, we reminded everyone that one of our great customers, Johnnie McGraw of Medicine Chest Pharmacies, diagnosed a bug with the EFT Combine function in Sage Accpac ERP U.S. Payroll (for which Sage recently released a hot fix).  This got us to thinking...how many realize the benefit of EFT Combine?  In general, the only thing for which banks currently do not charge is checking your bags when you fly...and EFT file submission is no exception.  Our own bank charges us $10 every time we upload these files to their Web site.  It's called an ACH File Upload charge, and it becomes an expense that EFT Combine can reduce when:

  • a Sage Accpac client company processes payroll for more than one company (thereby creating multiple EFT files) OR when
  • a Sage Accpac client company processes multiple payrolls in the same company (thereby creating multiple EFT files) OR when
  • a Sage Accpac client company processes payroll in such a way that both of these situations occur (thereby creating mass confusion out of which only EFT Combine can make sense)

You can find the EFT Combine setup function in U.S. Payroll Setup.  Please do not hesitate to contact Chris Firra for additional information or assistance with this or any other Sage Accpac ERP feature!  And remember...regardless of your decision to offer direct deposit to your employees or your decision to use EFT Combine...your bags still fly free!

- Brian Terrell, CPA and Managing Partner

System Requirements for Running Sage Accpac ERP Version 5.6

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People have been asking us what type of environment they need to have in place to run Sage Accpac most effectively. Check out this PDF for the latest requirements and supported platforms for Sage Accpac 5.6.

- Chris Firra, Sr. Consultant

U.S. Payroll Version 5.5 Hot Fix and Tax Table Update

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Hot Fix:
Are you currently running U.S. Payroll Version 5.5? If so, you might need to implement this hot fix. It corrects a problem in the EFT file totals when two or more EFT files are combined. Thank you to Johnnie McGraw of Medicine Chest Pharmacies for his discovery and resolution of this issue! Contact Chris Firra to learn more.

Tax Table Update:
The U.S. government recently announced payroll tax changes that may affect your payroll update plan. These changes have been incorporated into the January 31, 2010 payroll tax updates. To download the updates online, select the "Download Tax Table" link on your Customer Account page. You will receive activation codes as part of the download process. If you prefer to order the updates on a disk, click on "Order PUP on Disk" on your Customer Account page or call Sage's Customer Care team at 1-800-642-7693.

- Chris Firra, Sr. Consultant

Terrell & Terrell is Now Offering Sage Accpac ERP Version 5.6!

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We are excited about the new features available in the latest version of Sage Accpac ERP, including the new business intelligence tool, Sage Accpac Intelligence, that enables you to adapt successfully to the changes in today's market and make better, faster decisions. This tool allows you to spend more time analyzing information and less time pulling data together. Sage Accpac ERP Version 5.6 also enables offline synchronization to SageCRM to help make field sales, marketing, and service personnel more productive and efficient because they can work anytime, anywhere, irrespective of connectivity. Version 5.6 is available now for companies current on software assurance. Contact us to learn more or to schedule your upgrade.

- Brian Terrell, CPA and Managing Partner

Payroll Tax Update for January 1, 2010

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The latest Payroll Tax Update for Sage Accpac ERP Payroll is now available for download. To download the updates online, select the "Download Tax Table" link on your Customer Account page. You will receive activation codes as part of the download process. If you prefer to order the updates on a disk, click on "Order PUP on Disk" on your Customer Account page or call Sage's Customer Care team at 1-800-642-7693.

- Brian Terrell, CPA and Managing Partner

Accpac Co-Founder Don Thomson Speaks Up About Accpac Speed…Again

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Recently, we posted a blog entry about Don Thomson, Co-Founder of Sage Accpac ERP, that referred to his own blog about improving the speed of Accpac. He recently wrote a follow-up entry about faster Accpac performance where he said:

"...here's a quick tip: review Accpac's recommended database settings and make sure that the server and workstations are in compliance before thinking about hardware solutions.

How fast can Accpac run with a solid state drive? Will Accpac be 3 times faster if you replace a spinning platter drive with a solid state drive? My answer would a highly qualified yes. you can buy a solid state drive for $130 to $400." Read More...

- Brian Terrell, CPA and Managing Partner

Source: Thomson, Don. "Faster Accpac Performance, Part Two." donthomson.wordpress.com November 20, 2009. <http://donthomson.wordpress.com/2009/11/>


Screen Your Reports

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Plus Computer Solutions has recently posted an article on their blog about the importance of screening reports in Sage Accpac ERP. Screening is very similar to “Print Preview” in that you view the report before you print it. This saves you time, printer ink, paper, etc. in case there are errors in the report that you may have not noticed before printing.

In the main Accpac window/System Manager, under “File”, you can set the the “Print Destination” to “Screen.” To check if it is already set to “Screen”, look for an icon on the bottom right of your Accpac window that looks like a blank piece of paper with a magnifying glass on it - similar to the one found in Microsoft Office programs. It indicates your current print destination.

To read more, Click Here.

- Chris Firra, Sr. Consultant

Source: Davies, Scott. “Screening Your Reports.” plus.ca November 27, 2009. <http://erp.plus.ca/blog/bid/28576/Screening-Your-Reports>


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