BTerrell Group Blog

Sage Accpac ERP 6.0 Product Roadmap

Posted by Meredith Gooch on Mon, Mar 01, 2010

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." February 19, 2010. <>/2010/02/

Tags: SageCRM, Sage Accpac ERP, inventory, bank reconciliation, Sage Accpac Intelligence, version 6.0, 5.6, dashboard, KPI, LanPak, Stephen Smith, lot tracking, serialized inventory

Reconciling the Bank Statement with Sage Accpac ERP Services

Posted by Meredith Gooch on Thu, Apr 30, 2009

Since I first reconciled a bank statement on a computer in 1988, I have completely eliminated paper reconciliations from my life. To perform a paper reconciliation, one must find last month’s reconciliation, print out a G/L transaction listing of the cash account, and obtain the current bank statement to get a new list of outstanding items. Finally, the statement balance must be walked to the bank balance and any items on the G/L that are not already there must be posted. Too many moving parts!

By contrast, we have one Central Texas client who reconciles four bank accounts in thirty minutes by using Sage Accpac ERP Bank Services and the OFX file downloaded from the client company’s banking portal. The payroll account alone has 475 new items every month. Taking a mere thirty minutes to reconcile four bank accounts certainly justifies setting up the system and learning the process. Why doesn’t everyone do it?

- Brian Terrell, CPA and Managing Partner

Tags: Sage Accpac ERP, bank reconciliation, bank services