BTerrell Group Blog

Change Employee Numbers in Sage ERP Accpac

Posted by Meredith Gooch on Tue, Mar 06, 2012

Thought you had to do it manually? Think again! The CodePartners team developed an add-on for Sage ERP Accpac that alows you to change the existing employee number to a new employee number across the system. It finishes the process in seconds. Talk about a time-saver! Watch a demo of this tool in action here:

Employee Number Change

Contact us to learn more about this add-on or to determine if its functionality would benefit your business.

Tags: sage erp accpac, CodePartners, employee number change Accpac, employee number change, change employee number Accpacm change employee num

Features of Sage ERP Accpac Project and Job Costing

Posted by Meredith Gooch on Thu, Mar 01, 2012

In last Friday's blog entry we talked about the benefits of the Sage ERP Accpac Project and Job Costing module. Today we'll take a look at some of the features that will give you a big picture view of how the module helps companies like yours.

Automated Project and Job Costing
Get in-depth project data that can be easily tailored to your business needs. Quickly define a hierarchy of project levels and transaction types to track and report costs and profits for any size project. Manage contracts or jobs to three levels—contract (job), project (phase), and category. You can specify the cost account to be used in cost transactions for each category and use as many as five segments in your contract numbers to represent types of contracts and divisions. Enter burden and overhead associated with your projects manually or you can define formulas for automatic calculation of these costs. Specify whether to generate item or summary invoices for fixed price projects that use a billings and costs or accrual-basis accounting method. Mix and match the project types and accounting methods for very complex or simple projects. You can even define your own fields to store additional project-related data. These flexible capabilities enable you to assess projects at each phase in order to keep costs and resources on track.

Flexible Estimates, Billing, and Profit Recognition
Tighten control over your project cycle—from calculating an accurate bid to delivering products on schedule. Historical and project data is readily available for estimating expenses and resources accurately. Set up complex estimates by specifying the quantity, unit cost, and billing rate for each staff member, material, subcontractor, equipment, miscellaneous item, and overhead expense allocated to the project. Comprehensive billing and revenue recognition processes with multiple accounting methods for your specific project accounting requirements—update revenue and cost estimates at any time with a full audit of the changes. Assign cost categories and automatically calculate cost and revenue estimates per cost category, or simply define the cost and revenue estimates for each project category. Enable employees to manage their time and billing records from any location (on-site or at the office) by entering timecards, using an Internet browser–you can even have timecard information integrate to Payroll. You can also easily recognize and take profit revenue at any time in the accounting cycle, based on GAAP requirements and your business requirements.

Seamless Connectivity
As a fully integrated solution you can expand your project management even further with streamlined integration to Sage ERP Accpac Inventory Control, Accounts Receivable, Accounts Payable, Purchase Order, and Payroll modules. These applications work seamlessly and synergistically to contribute valuable insights to project costing analysis. Costs and system-calculated burden, overhead, and profits are posted directly to the general ledger. Save time by defining details to be used when creating billing invoices in Accounts Receivable. You can also purchase or bill for products in any currency and have the cost flow into Project Costing in your home currency. From the details to the big picture, you’ll be equipped to capitalize on the insights behind the numbers and keep your company on track for success.

Comprehensive Reports and Inquiries
With Project Costing, you can generate customizable reports based on the most up-to-date business intelligence. Identify problems before they occur by reviewing critical details of each project’s activities at any point in the project cycle. Reports by project and phase can compare and contrast budgeted versus actual resources spent on different projects, enabling you to determine which are profitable and which are not. Additionally, you can pinpoint the most costly phases of your project so improvements can be made to maintain profitability. With the easy-to-access inquiry screens you can review the current state of each of the projects, including viewing project status, profitability, and estimate-to-actual comparisons. You can also navigate through the projects and categories within the contract using the optional tree view and drill down to the originating transactions.

Secure Business Integrity
Safe, secure, and controlled—protect the sensitive information in your business. Sage ERP Accpac assures comprehensive security at variable levels, protecting your highly sensitive project data from unauthorized access or manipulation.

Tags: sage erp accpac, Sage ERP, ERP PJC, Sage PJC, project and job costing

Simplify Project and Job Management with Sage ERP Accpac

Posted by Meredith Gooch on Tue, Feb 28, 2012

Sage ERP Accpac Project and Job Costing delivers efficient management of estimating, tracking, costing, and billing of projects—simplifying cost control and planning so you deliver on time and on budget, every time.

Your Challenge
If you’re like many project managers, you spend a great deal of time and effort trying to get a handle on elusive project costs. Effective project management requires a high level of communication between all entities involved, so you can know what materials and costs have been ordered or delivered and who has been billed. Not to mention tracking other resources, such as time spent on each project or job. Currently, you are trying to manage projects and jobs manually and are most likely juggling a variety of spreadsheets, spending too much time on manual reporting and communications, and often costs are spiraling out of control. 

Your Solution
Sage ERP Accpac Project and Job Costing makes it easy for you to estimate projects, enter and report costs, and track billings, payments, and profits. With categories that are easily customized to meet virtually any specification needed, it’s flexible enough to manage large or small projects for any business environment. Best yet, you won’t need to retrain your staff as project information can be entered in transaction entry screens within Sage ERP Accpac modules. Featuring streamlined integration with key Sage ERP Accpac modules and extensive custom reporting capabilities, Project and Job Costing puts you in control of project costs with better tracking, enhanced efficiency, and greater accuracy.

The Bottom Line
With Sage ERP Accpac Project and Job Costing, you get efficient and effective project and job costing without breaking your budget, straining your internal resources, or compromising on functionality. With the automated tracking, estimating, billing, and reporting—and the cost benefits of dramatically streamlined processes—you will have the insight you need to control costs and boost profits.

Benefits of Sage ERP Accpac Project and Job Costing

  • Automated Project and Job Costing
    • Get the efficiency of automated project and job costing without breaking your budget, straining internal resources, or compromising on functionality.
  • Flexible Estimates, Billing, and Profit Recognition
    • Maintain profitability using comprehensive budgeting and profit analysis tools to determine if projects are on track, costs are in line, and resources are properly allocated throughout the project.
  • Seamless Connectivity
    • Easily connect with other Sage ERP Accpac modules to eliminate the need for data reentry to lower the risk of errors and improve data accuracy.
  • Comprehensive Reports and Inquiries
    • Easily accessible reports and drill-downs provide detailed, summary, and exception reports to exceed project and job costing requirements.
  • Secure Business Integrity
    • Protect your most valuable asset - your data. The tight securing of Project and Job Costing ensures that your vital information is protected.

Contact us to discuss whether PJC or Sage ERP Accpac with PJC would benefit your business, and stay tuned for a follow-up blog with more details about PJC!

Tags: sage erp accpac, Sage 300 ERP, Sage ERP, PJC, Accpac pjc, Sage project and job costing, ERP project and job costing

Sage ERP Accpac for the Service Industry

Posted by Meredith Gooch on Fri, Feb 24, 2012

Sage provides a completely integrated suite of applications to streamline your service and support processes at virtually any touch point. As the owner or manager of a service-based business, you know that the key to success is a streamlined and efficient method to get information to your staff when they need it. This information, as you know, must flow throughout the business, from the call center, to the road warriors, and ultimately to your customers.

As your business looks for cost-effective ways to satisfy customer demands and increase the bottom line, Sage ERP Accpac (soon to be called Sage 300 ERP) provides a highly adaptable solution that allows you to accelerate growth. Sage ERP Accpac enables you to envision (and achieve!) success with the ability to expand the number of locations and services you provide to effectively meet customer expectations. You'll also improve productivity and keep your costs low with a comprehensive business management solution that is available ANYTIME, ANYWHERE and supports multiple technologies, databases, and operating systems. Benefits from flexible functionality that helps in contracting, job cost management, preventative maintenance, equipment servicing, office automation, telecommunications, or any significant service industry including:

  • A complete suite of modules that enable services companies to manage and integrate all customer communications, embracing all channels of communication.
  • Quote management tracking and policy management with automated workflows.
  • Improved risk assessment through better management, storage, and access of information by the business units.
  • Effective management of labor scheduling, parts and stock availability, job profitability, RMAs, site equipment records, and your customer relationships.
  • Ability to create service level agreements (SLAs), warranty, and meter agreements, including preventative maintenance to monitor and support your customers.
  • Capabilities that allow your employees to modify and create jobs over the Internet using the employee portal or let your customers save time and money by logging jobs and viewing information over the customer portal in a self-service process.
  • Better management, better control, better information...better profitability and service!

Contact us today to learn how we've helped other service companies like yours achieve great results!

Tags: sage erp accpac, Sage 300 ERP, Sage ERP, ERP for service industry, ERP for service company, Sage ERP 300

Four Real-Life Results from Sage ERP Accpac Implementations

Posted by Meredith Gooch on Tue, Feb 21, 2012

Challenge Results
Lack of standardization constrained the quantity and quality of management information, making it difficult for a hotel chain to perform in-depth analysis or generate reports. Sage ERP Accpac Online helps synchronize the hotel chain's diverse accounting practices without diluting its focus on customer-impact systems.
A company's accounting and point-of-sale software was slow, provided financial and inventory data that was several days old, and did not make inventory viewable from other locations. Sage ERP Accpac helped this company cut order entry time in half! Anticipated efficiencies will reduce inventory on hand by 20% and support 25% growth in sales without adding new staff.
A chemical distributer needed to speed up collections, enhance the tracking of customer information, improve sales processes, and minimize training time and related costs for new sales representatives. The company now has quicker, more reliable access to information, optimized staff productivity and customer satisfaction, reduced training time, and closes more sales.
A high-tech company required a streamlined solution that could keep pace with its rapid growth and perform a variety of advanced accounting processes. With Sage ERP Accpac, this company has instant access to key information for effectively tracking sales and inventory data, performing month-end closing, and creating and customizing reports.


At BTerrell Group, we look for ways to improve your work-life, streamline processes, and provide you with more accurate and up to date information that you need to achieve the goals you want for your business. Contact us today to begin working on your own real-life results from Sage ERP Accpac (soon to be called Sage ERP 300)!

Tags: sage erp accpac, Sage 300 ERP, Sage ERP Accpac Implementation Results, Sage Accpac Results, sage 300