BTerrell Group Blog

How to Print Check Signatures with PrintBoss in a Terminal Server Environment

Posted by Ganesh Balakrishnan on Thu, Sep 18, 2014

A common issue we see with clients is not being able to print signatures on their checks when they are using Sage 300 ERP in a terminal server environment.

Printing signatures requires the use of a signature disk (typically a USB flash drive) that contains the signature file that will be printed on the check. The disk is inserted into a USB port of the machine of the person who will be printing the checks and will show on their local machine as a mapped drive. However if they are using a terminal server environment for Sage 300 ERP, this drive will not show on their terminal session profile as it is inserted in their local machine and not in a USB port on the server.

To resolve this issue, we must share the drive on the local machine and then create a drive mapping from their terminal session. Finally, we must ensure that the drive letter that is chosen is added to the PrintBoss signature disk configuration screen.

DRIVE SHARING: LOCAL MACHINE

 formatting local machine

DRIVE MAPPING: TERMINAL SESSION

 Terminal session

PRINTBOSS SETTINGS

print boss settings

Tags: Sage 300 ERP

Resolving Windows Installer Coordinator on Terminal Server Issue

Posted by Kevin Yu on Thu, Sep 04, 2014

 

I installed Sage 300 ERP and Sage HRMS on a terminal server environment last week and was running into an issue with Windows Installer Coordinator. Often when I opened a UI, I would get a Windows Installer Coordinator popup that would run indefinitely. It actually prevented me from even running HRMS.

Windows installer coordinator

I found that there is a setting in Group Policy that disables Windows Installer Coordinator. I hope this helps if you run into this issue on a terminal server environment.

 

 

 

 

Windows Group lociy page

 

 

 

 

 

 

Windows Group Policy Editor

 

 

 

 



 

 

Edit compatiblity
Turn offWindows Installer

Tags: Sage 300 ERP, sage hrms, Windows

Payroll Tax Update Now Available

Posted by Keith Karnes on Tue, Jul 08, 2014

The June 30, 2014 Payroll Tax Updates for Sage 300 ERP as well as the Sage HRMS Q214 Product Updates are now available. To download the Payroll Tax Update, login to support.na.sage.com and click on Sage 300 ERP downloads and updates or Sage HRMS downloads and updates, depending on your software. Click on Payroll Tax updates and choose the correct version of the update to download.

 7 7image1

 

 

7 8image2 resized 600

 

Importantly, if you are using Sage ERP Accpac 5.6, this tax update release is the last update. To receive further updates, you must upgrade to a supported version of Payroll for Sage 300 ERP.

Please give us a call if you have any questions or require any assistance with getting this update installed.

Tags: Sage 300 ERP, payroll, update

Acting on KPIs Benefits Businesses in the Service Industry

Posted by Brian Terrell on Thu, May 08, 2014

The capabilities of software these days are endless, so it comes as no surprise that ERP publishers promote dashboards and “information at your fingertips” to business leaders. I believe recognizing successes and potential problems from the statistics helps me take action toward continuous improvement. The cost of not taking action pales in comparison to understanding and acting on the information you have.

For example, this past year we adjusted pricing after reviewing our historical gross margin and the proforma budget. Understanding and acting on that key information adds purpose and intention to our pricing going forward, which is much better than pricing based on reaction and reflection.

The first step is to determine your company’s specific KPIs. There are great industry standard KPIs for the service industry, such as gross margin and net profit, but many times the company-specific KPIs are even more relevant. At BTerrell Group, I track a mix of industry-specific and company-specific KPIs. I use revenue per loaded labor dollar and conversion ratios for each step of the sales cycle, to help predict future revenue and utilization when applied to the size of the current pipeline.

Once you determine and understand your company’s KPIs, you need a way to see them in real-time, at anytime. Good business intelligence systems enable you to view vital company data instantly and accurately, so it is important to set up and present the data in way that works for you. Sage 300 ERP even allows you to build dashboards based on user roles, so each person can see the metrics that matter most to them!

Below are a two examples using Sage 300 ERP. As you can see, they are very intuitive.

Top 5 Expenses Dashboard Sage 300 ERP

Top 5 Customers resized 600

Tags: Sage 300 ERP, KPI, KPI service industry, service industry, KPIs

Can too much software customization be a bad thing?

Posted by Brian Terrell on Wed, Apr 02, 2014

Malcolm Gladwell’s books always make me think, and his excellent writing makes the thinking easy.  I’ve heard him criticized for tenuous and selective research.  However, doesn’t the way he raises the level of popular discussion and ultimate understanding of an issue go a long way to mitigate those concerns?  Regardless, Mr. Gladwell’s recent David and Goliath asserts that too much of a good thing, as represented graphically by the inverted u-curve, applies to areas we might not expect, such as smaller school class sizes, artistic marketplaces, and university choice, amongst others.  But, I wonder if the inverted u-curve also applies to software customization?

Our firm, in conjunction with our sister company CodePartners, tailors Sage and Intacct software to the exact needs of our client companies.  By doing so, these clients improve their return on investment by automating routine business processes, increasing data entry accuracy, and integrating the back office with front office applications.  Anytime I see someone entering a number into an accounting software data entry screen from a piece of paper printed by a computer, I see a potential automation opportunity.  Why pay the price to digitize data more than once?

Inverted U-Curve

The inverted u-curve includes 3 distinct sections.  Section 1 shows the application of increasing resources initially provides increasing results.  In other words, initial returns from automation and customization will, when properly designed and delivered, quickly exceed their costs and continue to benefit the company for many years.  Section 2 shows a flattening curve where marginal returns prove less easy to obtain.  And Section 3 looks like a free fall as the application of additional resources actually result in decreasing returns.  What might cause the negative returns graphed in Section 3 to apply to accounting software customization?

Customization costs include not only the current costs to develop but also the future cost to support, to upgrade, and to compute.  We understand the costs to develop.  What about the costs to support?  Because these types of software additions make an implementation unique, additional resources may be required to review, debug and support that uniqueness in the future.  In addition, when the baseline software publisher adds features or functions in the form of a future upgrade or product update, then the automation code must be tested to ensure it works well with these upgrades.  Finally, software publishers create applications to handle a certain level of transactions for a specified computational cost, or "cost to compute".  The coding language, database technology and hardware infrastructure bear these costs to compute.  Mid market programs process thousands and thousands of transactions with ease; however, added automation or integration can ramp up the transaction count to levels exceeding an application’s “flight ceiling”, so to speak.  These costs to support, upgrade and compute are real.

Being able to tailor a mid-market accounting application to the exact needs of a client company gives BTerrell Group the flexibility to add tremendous value to an implementation of Sage or Intacct software.  In moderation, we know this to be a strategic advantage our offerings have over those of our competitors.  We provide this value day-in and day-out to our many client companies.  However, we bring another value to the table as well, which is the understanding that too much of a good thing can be harmful in all things, including software customization.

To find out more about how Sage and Intacct software can meet the needs of your business, please contact us for a free consultation!

Get Free ERP Consultation

Tags: Sage 300 ERP, Intacct