Support-Blog-Sage-100 This is a blog about anything related to products and services that MBA Business Software supports.Employees on the support desk will add to this blog periodically. Check here for Tips and Tricks to help you with your daily tasks.

A CLOSER LOOK AT VISUAL INTEGRATOR

Written by Todd Martin on .

The last couple of Sage 100 releases have included some nice updates to the Visual Integrator module. While it doesn’t grab big headlines, it’s an important integration tool for companies that manage multiple software applications. So, let’s take a closer look at Visual Integrator.

What is Sage 100 Visual Integrator?

As the name suggests, Visual Integrator is an integration tool that connects your Sage 100 database with other external applications. Many businesses that use Sage 100 also rely on other software to perform specific functions such as point of sale systems for retail stores or medical billing applications for the healthcare industry.

In the past, companies may have had to perform

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INTRODUCING SAGE FIXED ASSETS 2021

Written by Todd Martin on .

Sage Fixed Assets 2021 has been released. Here’s a look at what’s new in the latest version of the powerful fixed asset management software.

Expanded Depreciation Books

In addition to the previously existing 7 depreciation books in earlier versions of the software, Sage Fixed Assets 2021 adds an additional 13 custom depreciation books in a company. Available in the Sage Fixed Assets – Depreciation Edition, these new books can be used for many purposes such as state tax depreciation, property taxes, historical records, and ADS depreciation.

Ease of Use Enhancements

A variety of enhancements to existing screens, reports, and

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BACK TO BASICS: WHAT IS CRM?

Written by Todd Martin on .

By now, all of us have heard about “Customer Relationship Management” (CRM). But not everyone understands what CRM software does or what it means for your business. So let’s go back to basics and explain what CRM is exactly.

The Definition

CRM stands for Customer Relationship Management. It encompasses both a philosophy and approach to managing all interactions with your current and prospective customers. While CRM is about MORE than just technology, it typically involves using CRM software to organize and automate your sales, marketing, customer service, and support activities.

The Function

The most common and critical functions of any good CRM system typically include:

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AFFORDABLE CARE ACT (ACA) REPORTING & PROCESSING - YE 2021

Written by Todd Martin on .

Sage ACA Center YE2020Sage has put together an ACA Resource Center to help you understand the provisions as well as track and report the necessary data in Sage 100 in order to remain in compliance. Here are some popular ACA resources to consider reviewing.

HOW TO SET UP ACA TRACKING IN SAGE 100

Step-by-step instructions for setting up Sage 100 for ACA tracking and reporting.
Review Setup Procedure 

HOW DO I GENERATE THE REQUIRED FORMS?

Instructions for generating and printing required ACA forms in Sage 100 including

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YEAR END TIPS AND RESOURCES SECTION - 2020

Written by Todd Martin on .

4 THINGS TO NOTE BEFORE CLOSING THE BOOKS


At a high level, here are 4 things to consider as you begin closing the books on 2020 and start fresh in the new year.

1. Backup Your Data

Executing a complete backup of your database is one of the most important things you can do before starting any closing process. You should also test the backup to ensure it was performed successfully and the data is readable.

If you make a mistake,

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Acumatica PartnerAcumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations.

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sage PartnerWhen it’s time for your business to move beyond simple accounting software, you can count on Sage to help you manage your manufacturing, distribution, and service industry processes from beginning to end. Unite your company so you can grow revenues, reduce costs, and increase profitability.

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