BTerrell Group Blog

Sage Accpac ERP Tip: Save Settings as Defaults

Posted by Meredith Gooch on Mon, May 25, 2009

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

Tags: Sage Accpac ERP, A/R, Accounts Receivable, save settings as default, Trial Balance Report

How SageCRM Can Benefit Accounting Departments

Posted by Meredith Gooch on Thu, Apr 30, 2009

Let me count the ways…


  1. Gives non-accounting users (even those in remote locations) access to information stored in A/P vendor and A/R vendor records, including contacts, addresses, phone numbers, account numbers, and even invoices.
  2. Empowers salespeople who participate in the overdue invoice collection process using the CRM Accounts Receivable Collection Tool.
  3. Maintains vendor and customer contract information, with emailed notifications before expiration dates.
  4. Sets up a workflow for authorization of expenditures with email notification.
  5. Records IT support incidents and resolutions while building a self-help knowledgebase in the process.

SageCRM can do this and much more! For further information, Click Here or call us at (214) 647-2611.

- Chris Firra, Sr. Consultant

Tags: CRM, SageCRM, A/R, AP, accounts payable, Accounts Receivable, A/R, AP, collection tool