BTerrell Group Blog

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

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

10 Reasons Why You Should Learn About Cloud-based Software

Posted by Meredith Gooch on Wed, Aug 29, 2012

June 11, 2012 by Sage Business 

Web-based or cloud-based software and/services are all the rage right now, you hear about them everywhere. You are probably wondering how they can benefit your business and if any of them are a good fit for your organization. There are so many types of cloud services today it can be a bit of a daunting question to ponder.

 2012 6 11 cloud resized 600Keeping things very simple, here are ten reasons why I think you should learn more about cloud-based solutions and how they can benefit you and your business.

1. Save Time: Running a business is like having two or three full-time jobs. Because there are so many things to do – time – is one of the most valuable assets you have. In my experience, cloud-based software = substantial time savings.  From easy to access email to no longer having to install software updates, cloud-based solutions can really make an impact on efficiency.

2. Share and Empower: I have found cloud-based software to be much easier to access, use and share information across my team. My team is more empowered to do things that only I used to be able to do. That is a win/win!

3. Work from Anywhere: I spend a lot of time traveling, so being able to work, in addition to accessing my full email and calendar from my mobile device is critical. This allows me to be productive when I am waiting in lines, at restaurants, and anywhere really. The thing I love most is that when I am in the office; I am not playing as much catch up.

4. Keep in Touch: When I am traveling I like to keep in touch with my family via mobile video calling, but I also use it to stay in touch with donors and my team. Video calling adds a face to face interaction (which I am a huge fan of) in a very convenient way.  I recommend Skype, but there are a ton of great services.

5. Stay Safe: Your data is your lively hood. Backing it up in a secure environment is essential.

6. Learn More: Take time this fall to use a web-based survey tool to learn more about your customers. The information you gather can be used to build a more successful marketing plan. I recommend Survey Monkey because it is easy to use and the base product is free!

7. Build Awareness: I meet business’s all of the time that have not yet started an email marketing program. There are a multitude of web-based email solutions that will really make getting started easy. Consistent communication is key to building awareness for your business. So, what are you waiting for?

8. Network Online: Social is another blog post all together, but becoming social and networking online is critical to your businesses future. Make it your goal to join the top 3 by the end of summer. (Start with Facebook, Twitter and Linked In.)

9. Collect Mobile Payments: My new favorite web-based service is mobile payment processing. Check out my blog at to see why I love it so much, and check out Sage Payment Solutions mobile offering.

10. Get Current: Now is a great time to consider moving your old solutions to the cloud. Think about how your organization might benefit from moving your accounting, CRM or other application to a cloud-based solution.

Cloud-based solutions can really make your life easier and increase productivity.

Bridget L. Brandt

Director of Marketing

Sage Business

Have you considered Cloud-based software solutions for your organization? Sage offers a variety of deployment options for the software you've learned to depend on. Talk to us to find out how a hosted Sage environment can help maximize your return on investment!  

Contact Anthony Cox for more information at 866-647-2611 ext 127 or email

Tags: CPA, accounting, Accpac, ERP Accpac

What You Should Know Before Starting New Software Projects

Posted by Meredith Gooch on Mon, Dec 05, 2011

While we (or any other Sage ERP Accpac representative) make every reasonable effort to test upgrade custom reports and automations prior to deployment on production data, it must be acknowledged that many programming issues relate to the environment on which the automation is installed. If problems do occur with the automation upon deployment on the production server, our goal at BTerrell Group is to work to resolve those issues with reasonable speed.

Your participation is essential to a successful outcome in all software projects in which we engage in with you.

Requests that are outside the project scope will require a change order to the project which in-turn will accrue a higher price and a longer time before Go Live day. This is why the discovery and planning stages are so important in every project.

It is also important to know what to expect with regard to the length of time it will take to complete a project so you can plan on your end. Your consultant can give you an idea of what to expect, and a timeline will be provided in the Statement of Work prior to your approval of the project.

One last item that is good to know before starting a new software project is WHY. Why are you considering this project? Better ROI? Increased efficiency? Improve accuracy? A more streamlined workflow? If you don't know the end result you want to achieve, how can you know what you should do to get the result, why you want to achieve the result, or if you achieved the goal you wanted to achieve?

Tags: ERP, Accpac, BTerrell Group, Sage ERP, software project, ERP automation

$13,000 Per Year Saved Due to Accounts Payable Automation

Posted by Meredith Gooch on Mon, Sep 05, 2011

Is your invoice process time-consuming and cumbersome? Do you experience a lot of duplicate data entry and keystroke errors in your daily activities?

The Dallas Symphony Association shared your same pain! The key word here is "shared."

Working together, BTerrell Group and the Dallas Symphony Association automated certain aspects of the symphony's Accounts Payable procedures which in turn saves them $13,000 per year in processing time. Their methods are streamlined, their errors reduced, and their productivity is higher! According to Harriet Young, Accounts Payable Administrator at the Dallas Symphony, "the time saved enabled me to concentrate on less administrative projects which has undoubtedly increased my productivity."

Read how these results were achieved. PDF

Dallas Symphony

Tags: Accpac, sage erp accpac, Dallas Symphony, duplicate data entry Accounts Payable, Accounts Payable error, ERP Accpac

Automate Payment and Collection Processes with Orchid EFT Processing

Posted by Meredith Gooch on Fri, May 06, 2011

Do you process Receipts and/or Payments via Electronic Funds Transfer?
Do you need to reduce your payment processing costs?
Do you process Direct Debits from customers or Customer Refunds?

If so, you might benefit from Orchid's EFT Processing solution! It streamlines payment and collection processes and tightens control over bank transfers. EFT Processing transfers Accpac receipts and payments through to the electronic funds transfer functionality of your banking software.

The Benefits of EFT Processing:

  • Reduced bank transaction fees.
  • Process both receipts and payments.
  • No duplicated data entry, saving time and eliminating errors.
  • Expensive check stationery not required.
  • Improved security on vendor/customer bank account details.
  • Improved security on issuing checks – no checks lost in the post.
  • Reduced postage costs as you can email remittance advices.
  • Reduced processing time, instead of taking several hours to print, fold and post cheques - an EFT batch can be created, imported and remittances emailed in a matter of minutes.
  • Environmental benefits through the reduced use of paper.

 Orchid EFT Processing

EFT Processing Features:

  • Automatically creates EFT files required by the bank, for both payments and receipts.
  • Creates Electronic Funds Transfer files in the format required by many major banks based on the standard Sage ERP Accpac Accounts Payable payment and customer refund routines.
  • Creates Electronic Funds Transfer files for receipts (direct debits) from customers using receipt batches.
  • Holds vendor and customer banking details.
  • Optionally stores vendor’s bank account details by remit-to code.
  • Optionally stores vendor and customer bank account details by Payor Bank.
  • Works with numerous Bank formats worldwide. User definable Bank formats and screen labels to reflect Bank terminology.
  • Summary transaction log.
  • Audit log of changes to Vendor and Customer bank account details.
  • Remittance advices can be emailed using standard Accpac functionality.
  • Elect to work with posted or unposted batches.
  • Automatically create customer receipts and bank files from AR invoices.
  • Automatically create AR Receipts from transaction balances.
  • Select by document date, due date, customer range, customer group, customer optional field.
  • The ability to have an e-mail cc to keep copies of e-mail remittance advices.
  • Select from a range of batches or selected entries within a batch.
  • Define default remittance advices.
  • Approval process with enhanced security for amending customer and vendor bank account details.
  • When generating bank files, optionally elect to skip or error on vendors or customers who are not defined in EFT Processing.
  • Developed in the Accpac SDK providing Accpac look and feel.
    Standard Accpac security, customization capabilities, data integrity checking, web mode and more!
  • Runs on all databases supported by Accpac.
  • Supports Customer Number Change and Vendor Number Change.

Tags: Accpac, Orchid EFT Processing, Orchid, Electronic Funds Transfer