BTerrell Group Blog

Sage 300 ERP: Save Time With Shortcuts!

Posted by Kevin Yu on Sun, Nov 10, 2013

Sage 300 ERP TimesaversEver wonder how much time you spend switching between your mouse and keyboard when entering large amounts of data?  With these Sage 300 ERP shortcuts, you will no longer ask yourself this question.  The following Sage 300 ERP shortcuts allow you to navigate most screens by only using your keyboard.

 

 
Key Description
Page Up Go to the first (top) record visible in a list
Page Down Go to the last (bottom) record visible in a list
Ctrl + Page Up Go to the first record in a Finder list
Ctrl + Page Down Go to the last record in a Finder list
Ctrl + Tab Move out of a grid or list to the first button or field following the grid or list
Ctrl + Shift + Tab Move out of a grid or list to the button or field directly above the grid or list
Home Go to the first entry in a list
End Go to the last entry in a list
Tab or Enter Go to the next column
Shift + Tab or
Shift + Enter
Go to the previous column
Alt + C or
Alt + F4
Close a form or dialog box
Alt + E Open the Set Criteria dialog box to specify records that will be displayed in the Finder
Esc Cancel or close a pop-up form (for example, the calendar or a form opened with the Zoom button)
Up Arrow or
Down Arrow
Go up or down one line in a grid
F1 Display Help
Alt + H Display the Help menu
F2 Turn the edit mode in a list or grid on or off
F4 Display the calendar for a date field
F5 Disply the Finder 
F7 Disply the information for a record
F9 Open a detail form that displays more information about the selected record
Shift + F9 Open a second detail form (called the Zoom Detail) from a detail form
Alt + Down Arrow Display available selections for a field
Insert or
Ctrl + Insert
In a table, insert a blank row to add a new record
In a field with a New button beside it, begin a new entry
Delete or
Alt + D
Delete the selected row or record
Alt + A Save a new record
Alt + S Save changes to the displayed record

 

Of course, using your mouse as well will be more efficient as you learn to use these shortcuts. But, over time taking advantage of some of these shortcuts may add up to hours of time saved.  Happy shortcutting!

Tags: Sage Accpac ERP, Accpac, Accpac ERP, Sage 300 ERP, ERP Accpac, Sage 300 ERP Shortcuts, sage accpac shortcuts

How to File a TWC Unemployment Report Using Sage 300 ERP or Accpac

Posted by Brian Terrell on Tue, Apr 30, 2013

by Brian Terrell

I built my business on automation, and often say I enjoy helping clients do more work with less effort. And, I sometime flirt with over automation, which occurs whenever an automation costs more to develop that it returns in savings. In other words, over automation results in doing less work with more effort. I feel disgusted when I fall into the over-automation trap; however, it occurs as an honest and overly optimistic outgrowth of technology curiosity that has other, not-so-easily measured benefits. I assure you that filing the Texas Workforce Commission (TWC) quarterly state unemployment tax report using Sage 300 ERP (formerly called Sage Accpac) does not fall into the category of over-automation.

Sage 300 ERP provides an out-of-the-box state unemployment report filing function, but I never used it. Shame on me…it might be even easier. However, since I can execute my method in minutes per quarter without thinking, I'll wait to read some other person's blog to get up to speed on the out-of-the-box Sage function. Until then, I'll just recite what I have done for more than 15 years (times three companies times four quarters per year).

Step 1 requires obtaining a TWC login for the state commission's self service web site. Note that I can file on behalf of companies that I do not own if properly authorized, and this helps the managed payroll service provider, bookkeeper or CPA firm provide this service for a client.

After setting up my online account, I print Sage 300 ERP's Payroll Quarterly Wage Report by Employee to Preview and export to Excel. use the "data only" format, and I export directly to the application. After choosing the Format and Destination, accept all of the default selections in the export function:

Export screenshot resized 600

This causes the report to open in Excel, whereupon I delete the first row and move the column headers in the new first row (the row that becomes the first row after I delete the original first row) one column to the left (overwrite that column header in Column A entitled TXSUTA). This places the column headers above the correct column heading.

Delete all columns except SSN, Last Name, First Name, Middle Name, and Total Earnings. Total Earnings, in this case, represents quarter-to-date total wages. Texas asks only for these five columns. I then move First Name and Middle Name to be between SSN and Last Name using the cut and paste command applied to the entire column. Next, I add up the Total Earnings column and tie it to the original report, which I leave open in the Preview window for this purpose. If the total ties to the report, delete the total and delete the first row. We no longer need the column headings and we no longer need the check total.

Excel Spreadsheet TWC Sage 300 ERP

Save the file under an appropriate name in an appropriate location. Remember, the wage information for the entire company should be carefully managed. Log in to the TWC Employer Services web site, choose the correct Employer record (if managing several employers), and upload the wage information from the file. If there are any records containing zeroes in the Total Wages row, the site will ask if it can delete those records. Answer yes and tie in the results to the check total, which may still be open in the Preview window. Follow instructions for filing the report and remitting the payment.

Payment remittance can be made by credit card or by bank transfer. Alternatively, the website can prepare a remittance advice that I can then print to paper and mail in with my check. The online payment or check must be remitted by the last day of the month following the end of the payroll quarter.

22 years ago, when I first began to use the product formerly known as Accpac, I wrote a special report to print the TWC continuation pages using a dot matrix printer. If you remember what a "continuation page" is or even what a dot matrix printer is, then you are a veteran. choose my words carefully here, as I am a veteran, too! However, my time as a payroll veteran draws nigh…please look forward to an upcoming post on why I believe fewer and fewer SMBs will be doing their own payroll over time.

Tags: Accpac, Sage Accpac, Accpac ERP, Sage 300 ERP, accpac tips

Top TEN Reasons to Upgrade to Sage 300 ERP 2012

Posted by Meredith Gooch on Tue, Nov 06, 2012

Simplify Processes. Improve Visibility. Stay Connected.

1. Reduce time navigating through your system with Visual Process Flows, which you can customize by user roles and for your business.


2. Improve productivity with enhancements throughout the system such as: Entered By, On Hold Reason, and Requested By fields in Order Entry; copy order and create PO directly from order entry; and reverse GL batches.


3. Enhance usability with easier to read tables, an improved Finder, and improved end-user
documentation.


4. Get the information you need, faster! New Inquiries for operations modules facilitate quick
access to customized lists, which provide the answers you need and lower custom reporting costs.


5. Simplify update processes using the new Sage Advisor Update.


6. Save time when processing payments - capture pre-authorized payments during shipment entry or invoice entry, and invoice multiple pre-authorized payments in a single batch.


7. Make informed decisions with comprehensive reporting utilizing the new Sage Intelligence
Reporting financial report designer and reporting tree capabilities.


8. Expand customized reporting capabilities with the updated SAP Crystal Reports® runtime engine for .NET Framework 4, and new options in several standard reports.


9. Accelerate growth and stay connected with Sage CRM enhancements that improve information flow between the front and back offices.


10. Efficiently and cost effectively manage the shipping process and rate shop with an optional service that streamlines shipping and reduces costs.

Tags: Accpac ERP, accounts payable, Accpac 6, Accpac 6.0, accpac 5.4 payroll, accpac 6.0 security, accpac 6.0 security settings, Accpac 6 FAQ, accpac 5.4, accpac 5.6 update, accpac 6.0 features, accpac 6 features

Sage ERP Accpac Version 5.5

Posted by Meredith Gooch on Tue, Sep 18, 2012

Payroll Tax Update

 

Payroll Tax Update

The support policy for Sage ERP Accpac (soon to be called Sage 300 ERP) includes the current version and one previous version. In addition, a 90-120-day grace period is available for anyone currently transitioning from version 5.5 to a supported version (5.6, 6.0, or the soon to be released 6.1 version).

 

Sage has promised to release the Payroll Tax Updates for Sage ERP Accpac version 5.5 through January 2013. From there, anyone running 5.5 with Payroll will need to upgrade to a supported version. If you are running version 5.5, contact us now to plan ahead for your upgrade so you will continue to receive the critical payroll information you need.

 

Contact Anthony Cox for more information at 866-647-2611 ext 127 or email anthony.cox@bterrell.com.

Tags: Accpac, Accpac ERP, Accpac 5.4 discontinued, Accpac 6, Accpac 6.0, accpac 5.4 payroll, Accpac 6 FAQ, accpac 5.4, accpac 5.6 update, accpac 6.0 features, accpac 6 features, Accpac Accounts Payable

Important Notice - U.S. Payroll Tax Update

Posted by Meredith Gooch on Tue, Mar 15, 2011

Important updates to tax withholding and magnetic media changes will be required for some states, along with a new federal Form 941 that will affect some businesses. Sage incorporated these changes into the Sage ERP Accpac March 31, 2011 updates, which will be available to download as of March 24, 2011. The following versions will be available:

US Payroll Customers: version 5.5M, Version 5.6I, Version 6.0D

In order to download the update, you must have a current Payroll Update Plan (PUP) or be a Priority Software Support (PSS) subscriber as of the tax table effective date. PUPs are only available via download.

If you hae any questions about this or any other Sage Accpac-related inquiries please contact us.

Tags: Accpac, Sage Accpac, US Payroll Tax Update, Accpac Payroll update, Accpac tax update, Accpac payroll, Accpac ERP