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Q: When others log on, will they see my custom settings if I have saved them?
A: No, it is your own personal screen. Each user can have his/her own custom screen saved to their own preferences without having to change settings between users.

Q: Does every Sage Accpac ERP report have this function?
A: No. For example, in the A/R module, only 5 reports have this function:
1. A/R Trial Balance Report
2. A/R Customer Report
3. A/R Statement/Letters/Labels
4. A/R Customer Transaction Report
5. A/R Retainage Report

Q: How do I restore back to the default settings?
A: Under the “Settings” menu, select “Clear Saved Settings.”

- Sheila Zhang, Project Manager

Did you know that when you open the A/R Trial Balance Report in Sage Accpac ERP, you do not need to manually select the aging periods or customer ranges every time? Accpac can remember them for you.

After opening the A/R Trial Balance Report, you will see the default screen. No matter which fields you change, you end up losing your specifications after you have closed the A/R Trial Balance Report. The next time you open it again, all the criteria are restored to the original default values.

There is a way around this!

All you have to do is click on “Settings” at the top of the default screen and select “Save Settings As Defaults.” All the changes you have already made to the default screen will be recorded by Accpac so that the next time you open the A/R Trial Balance Report, you will see your criteria as you have saved them.

Check back later this week for FAQ’s about the this topic.

- Sheila Zhang, Project Manager

With the right tools and an unsecured network, someone can see the Web sites you visit, the documents you work on, and even the login names and passwords you use. These threats are increased when connecting to a public wireless network.

However, there are some things you can do to prevent someone from gaining access to your confidential information. First, make certain that you have firewall software running on your computer whenever using a public wireless Internet service provider. Next, examine the security status information presented in the listed wireless connections. If the wireless connection offers no encryption, it will be displayed as “Unsecured Network.” Only connect to wireless networks that require a network security key or have some other form of security, such as a certificate. Always read any privacy policy statements to learn what will be installed on your computer and what information the provider may sell.

- Chris Firra, Sr. Consultant

If you are using Project and Job Costing 5.5A with Payroll Update 2, we recommend that you apply a new Hot Fix to prevent possible data corruption. Please contact Meredith Gooch if you would like additional information.

- Brian Terrell, CPA and Managing Partner

When designing a Crystal Report to be used in Sage Accpac ERP, most people are aware that if they have defined a parameter as “CMPNAME,” Accpac will pass the value of the login company name to the parameter. However, there is a another less-known parameter called “ACCPACUSERID” that will pass the user ID of the Accpac user who prints the report to the parameter. This parameter can also be used to restrict the viewing of certain data.

- Kristi Feng, Project Manager

“The new system just isn’t working the way we hoped…”

It is not unusual for system implementations and upgrades to represent a major investment. Also, when things don’t turn out as planned, costs (and headaches) can quickly multiply.

You can avoid these pains by developing a documented needs analysis and functional requirements listing before signing on the dotted line for an implementation or upgrade.

For all involved, this would help clarify your vision of optimal system functionality or process automation and provide a basis for an even-field RFP process, thus better equipping you to get the most bang for your buck.

Check back next week to find out more reasons why you should use documentation!

- Traci Spratt, Documentation Specialist