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

What happened to my Accpac?

Posted by Meredith Gooch on Mon, Oct 22, 2012

Sage renamed all of the Accpac products:

o       Sage ERP Accpac 100 is now Sage 300 Standard ERP.
o       Sage ERP Accpac 200 is now Sage 300 Advanced ERP.
o       Sage ERP Accpac 500 is now Sage 300 Premium ERP.

Sage now has a simpler way to present the increasing levels of product capability available to you. Like luxury automobiles, the numbers associated indicates the sophistication level of the product. For example, a BMW 135 has fewer features than the 5 series.

 

So Sage renamed its core product offerings under the Sage 50, Sage 100, Sage 300, and Sage 500 banners, which in turn helps simplify finding additional Sage solutions that are the right fit for your business, when and if you need them, at any stage in your business growth cycle.

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

Tags: Sage Accpac ERP, ERP, accounts payable, Accounts Receivable, Accounts Payable challenges, SageCRM for Accpac, ERP Accpac, 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 www.donorexpereince101.com 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 anthony.cox@bterrell.com.

Tags: CPA, accounting, Accpac, ERP Accpac

$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