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Sage 100cloud Crystal Reports

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Why use Sage 100cloud Crystal Reports?

Imagine – Design – Deliver

Sage 100 Advanced Reporting

“I can pretty much add any field from any table onto any Sage 100 Crystal report!” says David D.

Sage 100cloud Crystal Reports has powerful design features with advanced features which can be used to slice and dice your company data. The Sage 100 data tables are easy to identify and field layouts is fairly straight forward.  When you are in the Report you can go to the database expert and click on the links tab. You can also look at the file viewer in Sage 100 Under the resources window you can find the file layouts.

When in the design editor for a new or existing Sage 100 Crystal Report you can use the field explorer to manage the data field you see. There is also an option to determine how the fields are organized using Crystal Reports with Sage 100.  Using Sage 100 and the power of SAP Crystal Reports you can create, design, test and deliver professional looking business reports. This in return provides  the analytics you need to support and accelerate data driven decisions.

The power of Sage 100 and Crystal Reports can help support your small business decisions.

Give us a call if you need assistance with Sage 100 and Crystal Reports

800-475-1047 or visit us at www.jcscomputer.com

Sage 100 Crystal Reports Questions and Answers

What are the currently supported versions of Sage 100 Crystal Reports?

  • Sage 100 2019 – Crystal Reports 2016 for Sage
  • Sage 100 2018 – Crystal Reports 2016 for Sage 100 and Sage 100c
  • Sage 100 2017 – Crystal Reports 2011 for Sage 100 and Sage 100c

What are the Retired versions of Sage 100 (formerly Sage MAS 90 or 200) Crystal Reports?

  • Sage 100 ERP 2013 through 2016 – Crystal Reports 2011 for Sage
  • Sage MAS 90 or 200 version 4.50 – Crystal Reports XI Release 2 for Sage (11.5)
  • Sage MAS 90 or 200 version 4.40 – Crystal Reports XI Release 2 for Sage (11.5)
  • Sage MAS 90 or 200 version 4.30 – Crystal Reports 10.0 for Sage
  • Sage MAS 90 or 200 version 4.20 – Crystal Reports 10.0 for Sage
  • Sage MAS 90 or 200 version 4.10 – Crystal Reports 10.0 for Sage
  • Sage MAS 90 or 200 version 4.00 and 4.05 – Crystal Reports 8.5 for Sage
  • Sage MAS 90 or 200 version 3.70 and 3.71 – Crystal Reports 8.5 for Sage

Sage 100 Version 2019 Integrated Solutions Notes

When considering upgrading your Sage 100 if you are on older versions of MAS 90, MAS 200 or Sage 100 4.x or previous versions it is recommended to create a test environment. You may then perform a test conversion, reconfigure any necessary reports, UDF and UDT’s. Finally perform all necessary data processing in the test environment to confirm all data converted is accurate and all transactions can be handled as expected.

Note: It is critical that before and during an installation, the Sage upgrade be thoroughly reviewed, along with the Sage 100 Installation and System Administrator’s Guide and other documents found on the Sage Support web site.

Note for details on any 3rd party add-on for Sage 100 please visit the Vendor website for updates as content and compatibility constantly is updated. The vendor can also confirm if their product and the version of your Sage 100 software is compatible and that they continue to provide support. The integrated product’s website should also confirm the most current information regarding that products compatibility with 64-bit versions of Windows.

Some Sage 100 ERP Cloud features or integrations do require that the system have internet access. Some of the more common features or integrations include but is not limited to:

  • Sage Exchange Desktop – Credit Card Processing – Paya – Sage Payments
  • Office 365 Connector for Sage 100
  • Sage Advisor Update
  • Sage Intelligence
  • Sage 100 Payroll 2.0 (Payroll Tax) / Sage Data Cloud
  • Sage Federal and State Tax Reporting (Aatrix)
  • Sage Sales Tax (Avalara)
  • Paperless Office (email)
  • Direct Deposit Service with SPR
  • G/L Integration with SPR
  • Sage Banking Cloud
  • SData Interface
  • eBusiness Manager
  • Sage 100 Web Services

A sample of requested Sage 100 Crystal Reports are:

  • Task based commission Report
  • Commission report based on jobs
  • Positive pay upload
  • Sales commission by job range
  • Pipeline status report
  • Shipped invoices – ship date invoice # invoice date, order number, order date, requested ship date, actual ship date, number of days late
  • For legacy versions of Sage 100 to access File Layouts information (field and table schema) or the TRSG (Technical Reference and Support Guide) for Sage 100 ERP for older versions of Sage 100

Where do I find data tables and record layouts in legacy versions such as Sage 100 Cloud 2018

  • From the Sage 100 ERP Desktop, click Web Content in the bottom left-hand corner
  • In the Web Content Navigation Task pane that appears, click Resources
  • Under Program Information, click File Layouts and Program Information
  • In the File Layouts and Program Information window that appears, select any of the help topics, which are listed below.
  • Program Listings
  • File and Table Listings
  • File Layouts (Open this to see file layouts organized by module and table name)
  • Object Hierarchy Listings
  • Data Class Definitions Listing
  • File Names and Key Information (Legacy Only)
  • Cross Reference Information (This topic also includes Old File Names to New File Names Mapping and Old Field Names to New Field Names Mapping.
  • Object Reference

Where do I find data tables and record layouts in legacy versions prior to Sage 100 ERP version 2018

  • From the Sage 100 ERP Desktop, click the View menu, then click Tasks
  • In the Tasks pane, under Sage 100 ERP, click Resources.
  • In the Resources window, click File Layouts and Program Information.
  • In the File Layouts and Program Information window that appears, select any of the help topics, which are listed below.
  • Program Listings
  • File and Table Listings
  • File Layouts (Open this to see file layouts organized by module and table name)
  • Data Class Definitions Listing
  • File Names and Key Information (Legacy Only)
  • Cross Reference Information (This topic also includes Old File Names to New File Names Mapping and Old Field Names to New Field Names Mapping.
  • Object Reference

Where do I find the data tables and record layouts in versions Prior to Sage 100 ERP (formerly Sage MAS 90 and 200) version 4.00?

File Layouts information was available on disc, in a TRSG (Technical Reference and Support Guide) CD-ROM

Sage 100

Sage Customer Support does not provide assistance for issues related to third party products or enhancements, hardware, report customization’s, state or federal tax-related questions, or specific accounting questions. Please contact your Sage business partner, network administrator, or accountant for assistance. Please review this document for additional information on the scope of Sage Customer Support Services.

 Can I run multiple instances of Sage 100 Crystal Reports?

Only one version of Crystal Reports may be active on a machine at one time. For example, if you install Workstation Setup for Sage 100 2018 (which comes with the runtime engine for Crystal Reports 2016) on a workstation that already has Workstation Setup for Sage 100 2017 (which comes with the runtime engine for Crystal Reports 2011) installed, you will encounter an error when attempting to print from within Sage 100 2017.

Are all versions of Crystal Reports compatible with all versions of Sage 100?

Avoid using incompatible versions of Crystal Reports to create or modify reports or forms for Sage 100. For example, do not use Crystal Reports 10 to create or modify reports for Sage 100 versions 2013 and higher, and do not use Crystal Reports 2011 to create or modify reports for Sage 100 2018 and higher!

Can I print existing forms and reports without having Crystal Reports Designer for Sage 100 installed?

It is not necessary to install Crystal Reports Designer in order to print and preview reports and forms from within Sage 100. The Workstation Setup client install, which allows users to log into Sage 100, also includes a Crystal runtime engine.

However, Crystal Reports Designer is necessary if you want to create and modify Crystal Reports forms and reports. Please note that Sage Customer Support cannot assist with customization Crystal Reports forms and reports, nor with troubleshooting them.

If I have Sage 100 do, I need to purchase Sage 100 Crystal Reports?

A copy of Crystal Reports Designer is included with the Sage 100 install downloads (previously, the installation discs) from Sage. Sage Customer Support strongly suggests that you to install and use the copy that is included with the specific version of Sage 100.

If I already own SAP Crystal Reports licenses can I use them with Sage 100?

Copies obtained from another manufacturer may be slightly different, may or may not include certain patches and hot fixes, and may not be compatible – even if of the same version. Because only one version of Crystal Reports can be installed on a machine at one time, if two different software products use different versions of Crystal Reports, you have to choose. Sage Timeslips Support

 

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F9 QuickBooks – Advanced Reporting

F9 QuickBooks – Advanced Reporting

F9 QuickBooks – Advanced Reporting Desktop

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Get maximum value from F9 and QuickBooks. Add advanced customized reporting capabilities, planning, and analytics to QuickBooks with the power of F9 features including:

  • Build report templates to sum transactions across date ranges
  • Report on balances using different classes
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  • Seamless reports upgrade from F9 V5 to V6
  • Revamped F9 serialization/license process (self-service portal available)

 

Operating Systems

  • Desktop / Workstation
  • Windows 8.1 and 10 (32 and 64-bit) (Win 10 S is not supported) – (Note: For F9 products using PSQL on Windows 10 and Windows Server 2016/2019, only PSQL V12 is supported.)
  • Windows 7 (32 and 64-bit) (*)

Server

  • Windows Server 2016/2019 (Note: For F9 products using PSQL on Windows 10 and Windows Server 2016/2019, only PSQL V12 is supported.)
  • Windows Server 2012 and 2012 R2 (Note: Server Core installations with WoW64 uninstalled are not supported)
  • Windows Server 2008 R2 SP1 (64-bit) (*)

Not supported

  • Windows 10 S
  • Windows XP and earlier and Windows Server 2003
  • Windows RT
  • F9 Professional LDI Editor supported on Windows XP

Microsoft Office Excel Versions

Supported Versions

  • Office 365 ProPlus with Excel installed on-premise (full installation on desktop) (32 or 64bit)
  • Office Standard or Professional Plus 2013/2016/2019 with Excel installed on-premise (full installation on desktop) (32 or 64bit)
  • Excel 2019 (32 or 64bit) (Desktop Application)
  • Excel 2016 (32 or 64bit) (Desktop Application)
  • Excel 2013 (32 or 64bit) (Desktop Application)

Not supported in F9 V6

  • Excel 2010 (32 or 64bit)
  • Excel 2007 (*)
  • (*) Office 2007 has reached end of extended support from Microsoft. Excel 2007 specific issues will not be addressed.

Not supported

  • Office Online
  • Incompletely downloaded/installed versions of Click-To-Run Office ProPlus

F9 QuickBooks – Advanced Reporting Online

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F9 is an optional Excel spreadsheet add-on that can be purchased at an additional cost. F9 uses (DDE) technology to retrieve data from your QuickBooks Online General Ledger module and delivers it directly to Microsoft Excel. This eliminates the challenge of getting your QuickBooks Online financial statements in the format you desire without having to manually reenter data.

 

 

To learn more about F9 QuickBooks Reporting give us a call 800-475-1047

 

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F9 Reporting Sage MAS 90 Sage MAS 200 Sage 100 Advanced Reporting

F9 Reporting

F9 Reporting Software – Sage MAS 90 and MAS 200 Support

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Now available for Sage 100 Premium and Sage 100 Cloud

F9 Reporting – Did you learn F9 using MAS 90 or MAS 200 and want to continue to get maximum value from F9 using Sage 100? Maximize your time – build financial reports and use them again next year.

This add-on Excel spreadsheet can be purchased at an additional cost for use with Sage 100. F9 uses dynamic data exchange (DDE) technology to retrieve data from your Sage MAS 90, Sage MAS 200, Sage 100 Premium or Sage 100 Cloud General Ledger module. It is then delivered directly to Microsoft Excel.

Refresh your spread sheet on demand to get real-time financial information instantly using F9. No longer do you need to manually key data into spreadsheets. Use the Budget Write Back feature to update existing budget amounts in Sage MAS 90, Sage MAS 200, Sage 100 Premium or Sage 100 Cloud.

Our Certified Sage 100 Consultants have over 30 years of hands on experience and can help you with F9 using MAS 90, MAS 200, Sage 100 Premium or Sage 100 Cloud. Working with Financial Institutions, distribution, manufacturing and field service businesses on a daily basis. You can now add customized reporting, planning, and analytics to Sage with the power of F9 V6 features including:

  • Use Account Group ID in F9 functions and for filtering
  • Report on balances using different currencies
  • New refresh report options along with speed improvements (Recalculate: range, worksheet & workbook)
  • New drag-and-drop parameters
  • Expanded server-based reporting capabilities
  • Seamless reports upgrade from F9 V5 to V6sage mas, sage mas 100, sage mas 200, sage mas 200 erp, sage mas 200 manual, sage mas 200 support, sage mas 200 training, sage mas 90, sage mas 90 accounting software, sage mas 90 erp, sage mas 90 manual, sage mas 90 software, sage mas 90 support, sage mas 90 training, sage mas 90 tutorial, sage mas software, sage mas200, sage mas90, sage mas-90
  • Software updates – check for latest F9 version from Excel
  • Revamped F9 serialization/license process (self-service portal available)

F9 Reporting Version 6 Common Components

  • F9 V6 Add-In
  • F9 V6 Server
  • F9 Viewer Add-In
  • F9 Viewer Server
  • F9 Licensing
  • F9 Scheduling Hub Engine

Give us a call to learn more 800-475-1047

www.jcscomputer.com

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Accounting Software Review

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From Award Winning Small Business Consultant

 

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  • QuickBooks Desktop
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Small Business Challenges

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With over 30 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a hands on expert consultant.   Work with the same Sage Software or Intuit QuickBooks consultant to help you master your Accounting Software.  Learn best practices for your operations and back office accounting.

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FRx Training Classes – Consultant MAS 90 MAS 200 Support Conversions to Sage Intelligence Certified Sage Consultant

FRX Training Classes

FRx Consultant, MAS 90, MAS 200

Support – Conversions to Sage Intelligence

FRx Financial Reporting Tool for Sage MAS 90 and MAS 200.

FRx Training Classes – FRx may still work with some of the 4.X versions and FRx Reports and it is simple to convert FRx financial statements into Sage Intelligence. FRx included the following module options and has been sunset by Microsoft.

  • FRx Report Designer
  • FRx DrillDown Viewer
  • FRx Report Launcher
  • FRx Report Manager
  • FRx Report Server
  • FRx Report Wizard
  • FRx WebPort

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History of FRx

Microsoft FRx was created by the FRx Software Corporation in Denver, Colorado. The first FRx product was a DOS-based application that originally shipped around 1991 and integrated with The Platinum Series for MS-DOS, an accounting suite created by Advanced Business Microsystems (now Epicor) and marketed in a joint venture with IBM. A Windows-based version of FRx was available in 1993. FRx Software was acquired by Great Plains Software, which itself was purchased by Microsoft, where it was run as a wholly owned subsidiary. FRx was integrated with numerous general ledger systems.

FRx Desktop is a full-featured, graphical reporting tool that comes bundled with the Sage MAS 200 General Ledger module. It also provides multi-company consolidation and robust security.

FRX Download

You may have tried recently to download the latest FRX service pack 11 from Sage. Unfortunately, as of January 31, 2011 Sage is no longer able to distribute service packs due to Microsoft (who publishes FRX) discontinuing sales of FRX (support however extends to December 2012).

If you need to download FRX 6.7 Service Pack 11 (aka R11670) you can check the Microsoft Knowledgebase for availability.

Difference between FRX and Sage Intelligence

  • Sage Intelligence works with current versions of Sage 100
  • Sage Intelligence uses the connector module to connect to any data table
  • Sage Intelligence can connect to multiple data tables.

Converting FRx Reports to Sage Intelligence

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The ease of use for the Report Designer in Sage Intelligence can convert your FRx financial reports into Sage Intelligence. Using Microsoft Excel, the Report Designer Add-in allows you to map (Rows, Columns, and Reporting Trees) to the FRx and convert your report layouts, add formulas. Once converted the user can then save the designs as new Sage Intelligence reports.

Step1. Installed Sage Intelligence and the Sage Intelligence Report Designer Add-In

Software Requirements

  • FRx 6.7 Service Pack 11
  • Sage MAS 90 and 200 Intelligence 4.4 or later
  • Sage Intelligence Report Designer Add-In
  • Sage Intelligence Report Designer License
  • Sage Intelligence Report Manager License
  • Active Connector License (Required for Multi- Company Consolidations only)
  • Microsoft Excel 2007 or Microsoft Excel 2010 32 bit

Step 2.

  • Understanding How FRx Report Concepts Relate to Sage Intelligence
  • FRx and Sage Intelligence are similar as they both allow you to build reports using report building blocks.
  • FRx report building blocks are known as Row Formats, Columns Layouts and Reporting Trees.

The model behind the Sage Intelligence Report Designer Add-In is to break down a report into reusable building blocks and then allows you to control where and how these building blocks fit together to create a report using an excel spreadsheet as their design platform. The Sage Intelligence building blocks are Lists, Formulas and Trees and are made available via the Task Pane inside Excel. Both FRX and Sage Intelligence use the standard Excel functions making the task easier for users who are proficient in Excel.

Step 3. Prepare the FRx report to be exported

  • Open FRx Report Designer.
  • Log in to the Company which contains the reports you wish to convert.
  • Select Catalog of Reports.
  • Select the Catalog ID of the report you wish to convert.
  • Click Open.
  • Click Open Column in the toolbar.
  • Ensure there is a column of type ACCT and DESC. This will ensure the Account Code and Descriptions from the Row Format are exported. If either of the columns are not present, add them
  • Save and Close the Columns.
  • Select Report Options.
  • Under Formatting ensure that the option Display rows with no amounts is selected. This will ensure that all of the accounts are exported even if it has zero balances.
  • Click Report Options, Tree Options.
  • Ensure the Page breaks option is set to either, before each reporting unit or Use reporting tree.

Step 4. Export the FRx report to Microsoft Excel

  • Click Output, Output Options.
  • Change the output type to Formatted Excel (XLS, XLSX).
  • In order for the report to be compatible with the Sage Report Designer Add-In report, the report must be saved in the latest format. Change the file name extension to .XLSX.
  • Select all available options
  • Select generate report

Step 5. Convert the data to Sage Intelligence Reporting formulas

The next step is to copy the static FRx report created previously in the Exporting Reports topic and convert it to a report that Sage Intelligence Reporting can execute against your ERP database

Step 6. Save the report into Sage Intelligence

  • Save the Report to Sage Intelligence Reporting
  • Open the Sage Intelligence Reporting Report Manager.
  • Right-click on the report for which the changes were made, and select Create and Link Template.

Step 7. Review

  • Print
  • Review
  • Verify the Report Data

Compare the results generated in FRx to the results generated in Sage Intelligence confirming the report is converted and working properly with the same results.

FRx Desktop Core Module for MAS 90 and MAS 200 Features included:

  • Real-time Data Access
  • Graphical Formatting
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  • Roll Up
  • Unposted Data
  • Export to Excel and HTML
  • Cleaver-Use the special “Cleaver” tool
  • Drag and Drop
  • Account Types
  • XML Support
  • Printing Options
  • Security and E-mail.
  • Spreadsheet Link
  • Reporting Trees
  • Multi-Company Consolidations

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  • Security-Secure by company and report templates.
  • Account Sets
  • MAPI E-mail Support

The Demand Page viewing feature sends only the requested information. Reports:

  • Balance Sheet
  • Tabular Balance Sheet
  • Side-by-Side Balance Sheet
  • Balance Sheet with Ratios
  • Cash Flow Report
  • Income Statement with Percentage of Net Sales Circulation
  • Income Statement
  • Regional Profit and Loss

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  • Rolling Quarter Income Statement
  • Last Three Months Transaction Detail
  • Departmental Transaction Detail
  • Departmental Transaction Detail
  • Debit and Credit Transaction Detail
  • Full Year Transaction Detail
  • Transaction Detail Drill-Down Report (using Drill Down Viewer)
  • Trial Balance
  • Full Year Forecast
  • Budget Variance Analysis
  • Variance Analysis Using Trial Balance
  • Exception Reporting
  • Rotated Departments and Expenses
  • Row Linking Balance Sheet and Income Statement
  • Consolidated Balance Sheet
  • Consolidated Balance Sheet and Income Statement
  • Side-by-Side Consolidated Income Sheet
  • Consolidated Balance Sheet with Eliminations
  • Consolidated Income Statement
  • Side-by-Side Consolidated Income Statement

Frx Training Classes – Sample Company FRx in FDD Setup

Follow the steps below to set up the FDD company within FRx. Complete each step in the order listed.

  1. Log on to FRx.
  2. From the Company menu, select Information.
  3. Click New.
  4. Enter FDD as the FRx company code and FDD Company as the company name.
  5. From the Specification Set drop down list in the FRx System Information tab, select FDD as thespecification set
  6. Click the System Specific Information tab and enter FDD as the company.
  7. Select the drop-down list from the Data Source field and select FRX_MAS (or the DSN you created) as the data source to the MAS90 directory.

Note: If using FRx with multiple installations of Sage MAS 90 and 200, it is recommended to create a separate DSN to access those files. Refer to the README document included with the FRx installation for information on how to create a System DSN.

  1. Click Save and click Save as Default.

Note: You will use FDD for in-class activities.

  1. Close Company Information.

Creating a Specification Set

You must create the following specification sets for use with the Sage MAS 90 companies.

From the Company menu in FRx, select Specification Sets. Define the following specification set.

Save the new specification set and select the Import button to import the file from the Beg_Spec.tdb now located in the IO_Data directory.

Create an FDD company and set up FDD as the default specification set in FRx under Company Information. Verify setting under the System Specification Information tab for the FDD company in FRx.

 

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Sage 50 Consultants

Sage 50 Reseller – Authorized Partner

Reach out Today! Give us a call – Get promotional pricing – send us an email to learn more!

Certified Sage 50 Consultants

Sage 50 Consultants – By transferring our knowledge and skills to customers, we empower them to successfully drive their desired outcomes.

  • Learn The Features of:
  • Sage 50 QuantumDiscover Certified Sage 50 Consultants for support, data conversions, upgrades and advanced training. Learn How much Sage 50 cost when you upgrade from Sage Peachtree. Ask questions to authorized consultants about the price of Sage 50 including the consulting hours to convert your data from Sage Peachtree. As a Sage partner we work with new Sage 50 users and experience user who wants to master the little known features or advanced custom reports. Find selling price and total cost of Sage 50 near me.
  • Sage 50 Manufacturing
  • Sage 50 Non-Profit
  • Sage 50 Construction

Mission Statement:

Helping small businesses succeed by learning to successfully use business and accounting software. We have helped thousands of small businesses select and implement software to support their accounting and business operations.

Free demo to review the options

Sage 50 Accounting (formerly Peachtree Accounting) makes your business life easier. You get more time to run your business when you spend less time crunching numbers and have more time to think, plan, and create.

With over 35 years supporting small businesses just like yours we support your business like no one else can:

  • Speed up your cash flow and reduce your costs.
  • Make your business’ financial records accurate, reliable, and easy to understand.
  • Minimize the amount of time spent on accounting, so you can focus on growing your business.
  • File your business taxes with confidence.
  • Manage your inventory
  • Track your job costs

Try it risk-free for 60 days trial period!

Which Sage 50 Accounting solution is right for your business?

Help keep your financial affairs in order and access a diverse line of accounting options for your small business as it changes and grows. Focus on your business while Sage 50 Accounting easily takes care of managing your cash flow, invoicing, and taxes.

See a free trial to determine which Sage 50 solution has the accounting and business management features that are right for your business.

Sage 50 Consultants – Sage 50 Pro Accounting

Sage 50 Pro Accounting (formerly Sage Peachtree Pro Accounting) has the tools you need

Accounting Business Solutions by JCS are Sage 50 Consultants who maintain their Certified Sage Consultants status annually. Each Sage Consultants have years of experience as Sage 50 Accounting Consultants working with all versions of Sage 50, Sage 50 Accounting, Sage 50 Pro, Sage 50 Premium, and Sage 50 Quantum by Sage Software. Find Sage 50 Consultant who are Certified Sage Consultant. Sage 50 Accounting Consultant, Sage 50, Sage 50 Accounting, Sage 50 Pro, Sage 50 Premium, Sage 50 Quantum, Sage Software,

to organize your finances and accomplish tasks quickly, so you can feel confident and move

your business forward.

  • Organize your finances.
  • Pay bills and get paid.
  • Control cash flow and costs.

Free Sage 50 Pro Accounting demo call today 800-475-1047

Sage 50 Consultants – Sage 50 Premium Accounting

Sage 50 Premium Accounting (formerly Sage Peachtree Premium Accounting) lets you expertly manage your expanding business with quick access to important information, customizable tools, and secure and reliable software that you control locally.Accounting Business Solutions by JCS are Sage 50 Consultants who maintain their Certified Sage Consultants status annually. Each Sage Consultants have years of experience as Sage 50 Accounting Consultants working with all versions of Sage 50, Sage 50 Accounting, Sage 50 Pro, Sage 50 Premium, and Sage 50 Quantum by Sage Software. Find Sage 50 Consultant who are Certified Sage Consultant. Sage 50 Accounting Consultant, Sage 50, Sage 50 Accounting, Sage 50 Pro, Sage 50 Premium, Sage 50 Quantum, Sage Software,

  • Manage inventory, employees, and customers.
  • Gain insight by comparing multiple budgets across four years.
  • Accurately track warranty claims, recalls, and more with serialized inventory.
  • Track profitability with job change orders.
  • Get module level security and multi-user options.

Free Sage 50 Premium Accounting trial call today 800-475-1047

Sage 50 Consultants – Sage 50 Quantum Accounting

If you are looking for business management software, Sage 50 Quantum AccountingAccounting Business Solutions by JCS are Sage 50 Consultants who maintain their Certified Sage Consultants status annually. Each Sage Consultants have years of experience as Sage 50 Accounting Consultants working with all versions of Sage 50, Sage 50 Accounting, Sage 50 Pro, Sage 50 Premium, and Sage 50 Quantum by Sage Software. Find Sage 50 Consultant who are Certified Sage Consultant. Sage 50 Accounting Consultant, Sage 50, Sage 50 Accounting, Sage 50 Pro, Sage 50 Premium, Sage 50 Quantum, Sage Software,

offers the perfect combination of affordability and functionality.

  • Reduce your total cost of ownership without sacrificing functionality.
  • Don’t pay for functionality you don’t need or use.
  • Get industry-specific functionality for construction, distribution, and manufacturing.

Free Sage 50 Quantum Accounting demo call today 800-475-1047

Sage 100 Consultants

What is Sage 100 Enterprise resource planning (ERP)? It is an end to end business process management software. Sage 100 allows an organization to use a system of integrated modules to manage the business and automate many back-office functions related to technology, services and human resources.

  • Core AccountingSage 100 Consultant, Sage 100 Accounting Consultant, Sage 100, Sage 100C, Sage 100 Cloud, Sage 100Cloud, Sage100 ERP, Sage 100C ERP, Sage 100 Cloud ERP, Sage 100Cloud ERP, Sage 100 Accounitng, Sage 100 Software, Sage 100 Consultan, Sage 100 Reseller, Sage 100 Support, Sage 100 Training, Sage Software, Certified Sage Consultant, Sage Software Consultant, Sage Certified Consultant
  • Manufacturing
  • Field Service
  • Barcode Scanners
  • EDI
  • Sales Tax Automation
  • Shopping Cart Integration

For your free Sage 100 ERP trial demo call today 800-475-1047

Sage 50 Consultants helping small to medium sized companies that need to automate processes to be competitive. Michael Guta of SmallBusinessTrends.com reports that 94% of businesses struggle to use software efficiently or at all. Workers are skilled in inventory control, manufacturing and dispatching functions. But they need training on work flows, best practices and processes improvement using appropriate software to support business operations.

Accounting Business Solutions certified Sage Consultant offering a variety of Sage Software Accounting Solutions which will support startup companies to mature multi location distributors, manufacturing and field service operations. An initial complimentary discovery call is performed with each client to determine software options that will bring value to the business. We assist our clients in deploying comprehensive tools and workflow automation improving efficiencies, reduce costs and increasing accuracy.

Sage Timeslips Support and Training information can be found here.

Request your small business month end close checklist Here.

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Review Accounting Software Systems – Sage 100, Sage 50 and QuickBooks

Find Accounting Software Systems - Accounting Business Solutions and compare Sage 50 Sage 100 and QuickBooks. Accounting Business Solutions by JCS formerly JCS Computer Resource, JCS, JCS Discover software services for sage 100, quickbooks, sage 50, MISys, Sage 100 manufacturing, Sage software, Intuit SoftwareCompare Accounting Software SystemsAccounting Business Solutions by JCS can help you compare the differences between the accounting software systems to determine if they are a fit for your business model. Discover QuickBooks, Sage 100 and Sage 50 the Top Ranked systems and learn how they are rated and why their advanced features matter to other small businesses. Find out which accounting software system is the best solution for your small business by reviewing each of them independently and asking questions to learn best practices for how they could be useful tools. Find promotional offers on Sage 100, Sage 50 and QuickBooks software. Discover accounting software systems for your small business. Review accounting software to handle your small business accounting, review accounting software, compare accounting software to learn which one is the best choice for your small business.

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Accounting Software Systems – every day, more and more small businesses come to us eager to learn how to manage their business information using the tools they already own. We are here to help and transfer as much knowledge about best practices for your success as we can. Sometimes the solution is a more robust platform to support your business operations, internal processes and growth demands. Often we help find an add-ons to solve for operational challenges. 

 

Top 3 Benefits of  leveraging the Right Software Solutions

  • Identify issues before they become a crisis with advanced reporting.
  • Elevate Business Performance with better Visibility
  • Optimize team collaboration by gaining instant access to shared, real time data

 

On a daily basis we help small businesses balance quality and growth by leveraging the advanced features and using your accounting technology to the max. Discover how to go beyond just accounting and gain viability into your operations so you can get back to business and find new customers. More and more successful, thriving small businesses are reaping the benefits of using all the tools in their small business accounting software.

 

Don’t get left behind! Compare Best Accounting Software Systems

Accounting Business Solutions by JCS can help you compare the differences between the accounting software systems to determine if they are a fit for your business model. Discover QuickBooks, Sage 100 and Sage 50 the Top Ranked systems and learn how they are rated and why their advanced features matter to other small businesses. Find out which accounting software system is the best solution for your small business by reviewing each of them independently and asking questions to learn best practices for how they could be useful tools. Find promotional offers on Sage 100, Sage 50 and QuickBooks software.

See for yourself!

 

Learn More

Go beyond just accounting by attending a training class and learn how to drive your growth.

 

 

Take a closer look – Schedule an Accounting Software Systems Demo

Would you like to see an accounting software demo before you make the purchase?

An Accounting software system demo will let you see and feel how things will be better if you choose to purchase a new accounting software system. We can help you review based on your business model and our vertical market expertise. Accounting Software demos allow you to

  • See the software in action
  • Work around your schedule
  • Ask Questions specific to your business and internal processes
  • Focus on areas where you have the biggest challenges that need solutions
  • Have as many demos as you need
  • Talk to a real person who has real world experience

If you want to book an online accounting software demonstration it couldn’t be easier! Just pick a time and date that suits you, and we’ll send you details of the online session via email. Schedule your review accounting software solutions and discuss your business model give us a call.

 

Examine Sage 100 ERP Software – Free Deep Dive Demo

Discover Sage 100 price and the total cost of sage 100 ownership for your new accounting Software Systems. Authorized Sage Reseller for sage 100 software, Sage 100 software upgrades,Accounting Business Solutions by JCS can help you compare the differences between the accounting software systems to determine if they are a fit for your business model. Discover QuickBooks, Sage 100 and Sage 50 the Top Ranked systems and learn how they are rated and why their advanced features matter to other small businesses. Find out which accounting software system is the best solution for your small business by reviewing each of them independently and asking questions to learn best practices for how they could be useful tools. Find promotional offers on Sage 100, Sage 50 and QuickBooks software. sage 100 accounting standard, sage 100 advanced and Sage 100 premium cost.

Have you outgrown your current accounting software? Do you need a more robust accounting software solution that provides end to end capabilities? Accounting Business Solutions can help you study the options to help you make an informed decision. Find Sage 100 Month End Close Checklist.

Sign up for a one-to-one demo. This personalized tour of Sage 100 Accounting Software can be customized to your business needs so you can see how Sage 100 can work for you. Sage 100 is a great fit for distribution and manufacturing that need to manage inventory information. The top 5 reasons to get a handle on your inventory:

  1. Reduce costs
  2. Manage Forecasting
  3. Close more sales
  4. Avoid Overstocking
  5. Get accurate counts of your inventory levels

What are the new features found in Sage 100?

Do you want to go paperless? Well now you can, create a repository of all your documents and organize them so you can find information faster.

  1. Automatic Update of Daily Transaction Register

A security event has been added to Role Maintenance that allows you to automatically update the Daily Transaction Register. For any series of journal and register updates that concludes with the Daily Transaction Register, you will not receive a prompt to print and update the register if the security event check box is selected for your role. The Daily Transaction Register will be printed and updated automatically.

  1. The security event has been added for the following modules:
  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliation
  • Bill of Materials
  • Inventory Management
  • Job Cost
  • Purchase Order
  • Sales Order
  • Work Order
  1. Accounts Payable Expense Distribution table has been expanded

 

Discover QuickBooks Accounting Software System

Find our if QuickBooks Accounting Software is right for your business. Discover if upgrading from older versions of QuickBooks Accounting to QuickBooks Enterprise would help your business.

Find QuickBooks upgrade price, Compare QuickBooks Enterprise, QuickBooks Premium and QuickBooks Pro. Demo for QuickBooks Software, QuickBooks Desktop Accounting, Sage 100, Sage 50, QuickBooks ProAdvisor, Review QuickBooks, Compare QuickBooks, Convert Quickbooks Sage 50 Sage 100 Accounting Software Systems Accounting Business Solutions by JCS can help you compare the differences between the accounting software systems to determine if they are a fit for your business model. Discover QuickBooks, Sage 100 and Sage 50 the Top Ranked systems and learn how they are rated and why their advanced features matter to other small businesses. Find out which accounting software system is the best solution for your small business by reviewing each of them independently and asking questions to learn best practices for how they could be useful tools. Find promotional offers on Sage 100, Sage 50 and QuickBooks software.

Sign up for a one-to-one demo. This personalized tour of Quick Books Accounting Software can be customized to your business needs so you can see how QuickBooks can work for you. QuickBooks is rated the number one Small Business Accounting Software for businesses today. JCS also provides QuickBooks Support and Training. Find your QuickBooks Month End Close Checklist.

What are the new features found in QuickBooks Enterprise?

  • New the diamond package
  • Landed Cost
  • Alternate Vendor Center
  • Express Pick Pack
  • And More

 

Review Sage 50 Accounting Software System

Do you need an accounting software system that is right for your business and easy to use?

Sign up for a one-to-one demo. This personalized tour of Sage 50 Accounting Software can be customized to your business needs so you can see how Sage 50 can work for you. Hands down Sage Software is the largest supplier of Small Business Accounting Software today. JCS also provides Sage 50 Support and Training. Find Sage 50 Month End Close Checklist.

Accounting Business Solutions by JCS can help you compare the differences between the accounting software systems to determine if they are a fit for your business model. Discover QuickBooks, Sage 100 and Sage 50 the Top Ranked systems and learn how they are rated and why their advanced features matter to other small businesses. Find out which accounting software system is the best solution for your small business by reviewing each of them independently and asking questions to learn best practices for how they could be useful tools. Find promotional offers on Sage 100, Sage 50 and QuickBooks software. Discover Sage 50, formerly Sage Peachtree. Get a free business review to see if sage 50 works for your business. Compare sage 50 pro, sage 50 premium and Sage 50 Quantum Review quickbooks, quickbooks sage 50, sage 100 sage 50, sage 50 sage 100, convert sage 50 Accounting Software Systems

 

What are the new features found in Sage 50 Cloud?

  • Online and mobile invoicing and payment.
  • Microsoft Office 365 integration.
  • Automatic cloud backup using the Microsoft Office 365 integration.
  • Read-only access to a Sage Drive company.
  • Learn Morn schedule your free demo give us a call today 800-475-1047.

 

 

Compare Accounting Software Systems – Review Sage 100 Manufacturing Software

Do you need a more powerful manufacturing software solution?

Sign up for a one-to-one demo. This personalized tour of Sage 100 manufacturing for Sage 100 accounting software can be customized to your business needs so you can see how Sage 100 Manufacturing and Sage 100 can work for you. Sage 100 Production Manager a module for Sage 100 with seamless integration and is specifically designed for manufacturing companies and is customizable and scalable. Sage is the largest supplier of Small Business Accounting Software today. JCS also provides Sage 100 Manufacturing and Sage 100 Support and Training. Call today 800-475-1047.

 

What are the new features found in Sage 100 Manufacturing?

Sage 100 users will receive the new manufacturing capabilities via the same modernized platform as Sage 100. Capable of all the conveniences available in other modules including:

  • Primary and secondary data entry grids.Accounting Business Solutions by JCS can help you compare the differences between the accounting software systems to determine if they are a fit for your business model. Discover QuickBooks, Sage 100 and Sage 50 the Top Ranked systems and learn how they are rated and why their advanced features matter to other small businesses. Find out which accounting software system is the best solution for your small business by reviewing each of them independently and asking questions to learn best practices for how they could be useful tools. Find promotional offers on Sage 100, Sage 50 and QuickBooks software. Sage 100 manufacturing, Sage 100 manufacturing consultant, review sage 100, sage 100, sage 100 ERP, Quickbooks Sage 100, sage 100 quickbooks, sage 100 sage 50, sage 50 sage 100, review sage 100, compare sage 100 Accounting Software Systems
  • Resizable windows.
  • Batch data entry.
  • Right-click context menus.
  • Grid export to Excel.
  • Custom scripting.
  • And more!

 

Free Trial Demo Review– Review MISys Manufacturing

Integrated with QuickBooks and Sage 50 Software

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Sign up for a one-to-one demo. This personalized tour of MISys Software for QuickBooks or Sage 50 can be customized to your business needs so you can see how MISys can work for you. MISys and QuickBooks or Sage 50 are specifically designed for manufacturing companies. If you need Small Business Manufacturing Software this combination would fit your business. JCS also provides MISYS and QuickBooks and Sage 50 Support and Training.

Call today 800-475-1047 solutions@jcscomputer.com

What are the new features found in MISys Manufacturing?

  • Keyboard Bindings are now persisted
  • Added option to Ignore Inactive Items, Closed Orders & Posted Batches to the Data Integrity Check
  • Dashboard Alerts/Advanced Find now has Does Not Contain/Does Not Exist Clauses
  • Replace/Add/Remove BOM Component function enhanced to allow the resulting Revision to be marked as current
  • Dashboard Alerts enhanced to consider data from related tables
  • Added option to Ignore Inactive Items from the Physical Inventory Worksheet
  • Purchase Orders now support auto-populating Custom Fields from Item Custom Fields.
  • Added ability to close multiple Orders (POs, WOs & MOs) …
  • Option to Hide Closed Orders (POs, WOs & MOs) …
  • Production/Supply Schedule settings are now persisted.

 

Sage CRM – Powers Your Sales Pipeline

Understand the similarities and differences to other CRM applications

A Fact Finding Mission By centralizing marketing and sales communications, Sage CRM solutions bring data efficiency to your company that can help you work more effectively and measure success (or identify missed opportunities).

Sage CRM also provides a platform that can automate sales, marketing, and customer support tasks across the enterprise – resulting in a truly powerful, real-time sales pipeline and performance analytics. Here are 4 ways Sage CRM can power your sales pipeline.
Better Business IntelligenceFind Sage CRM consultant a leading Sage CRM Solutions. Sage 100 is fully integrated with Sage CRM, Sage CRM Reseller and certified consultant

Total Marketing Management

Better Lead Tracking

Accelerated Sales

What are the new features found in Sage CRM?

  • Calendar – view a complete list of your tasks and appointments
  • Use the ActiveX Document Drop to attach documents to custom entity records.
  • Quick Find immediately available in search results.
  • Chart points that have been made larger
  • Enhance system security
  • And more

 

Use a Free Demo to Analyze How Sage Timeslips Software

Power your firm with Sage Timeslips Software – See how Sage Timeslips can benefit you: Get set up quickly and easily with helpful wizards, templates, and training videos to guide you through the simple steps of billing your time and expenses. Sign up for a one-to-one demo. This personalized tour of Sage Timeslips can be customized to your business needs so you can see how Sage Timeslips can work for you. Sage Timeslips can also interface with QuickBooks or Sage 50.

 

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What are the new features found in Sage Timeslips?

  • Duplicate Slips to Multiple Clients (Premium only)
  • Enter Payments from Accounts Receivable List
  • Reverse Payments from an Existing Transaction
  • Apply a Credit Transaction to Multiple Open Invoices
  • Client to Client Transfers (Premium only)

Accounting Business Solutions by JCS also provides integration between Sage Timeslips and Sage 50 and QuickBooks Support and Training.

 

 

Free Demo – Review Sage 100 Field Service Management

Do you need a more powerful field service management software solution?

Sign up for a one-to-one demo. This personalized tour of Sage 100 Field Service management for Sage 100 accounting software can be customized to your business needs so you can see how Sage 100 can work for you. Field Service is a module for Sage 100 with seamless integration and is specifically designed for companies that need to automate their field service processes and information. This solution is customizable and scalable. Sage is the largest supplier of Small Business Accounting Software today. JCS also provides Field Service and Sage 100 Support and Training.

 

What are the new features found in Sage 100 Field Service Management?

Sage 100 field service includes a mobile field service management application designed to bring simplicity to field service with the power of Sage 100 ERP.Discover Sage 100 field service software, Sage 100 field service,Find field service for sage 100, field service for Sage 100, Sage 100 field service software

  • Increase field service efficiency and revenue
  • Real-time data and reporting
  • Email customer invoices with link to pay electronically using Paya
  • Eliminate invoice errors
  • Built in Scheduling and dispatching
  • Capture real-time costs for profitability on a job-by-job basis
  • Track costs against contracts
  • Give us a call to schedule your free demo 800-475-1047

 

Take a Free Spin Demo– Review QuickBooks Point of Sale Software

Is the new QuickBooks Point of Sale linked to QuickBooks Online Accounting Software right for your business?

Sign up for a one-to-one demo. This personalized tour of Quick Books Point of Sale by Intuit can be customized to your business needs so you can see how QuickBooks can work for you. QuickBooks is rated the number one Small Business Accounting Software for businesses today. JCS also provides QuickBooks Support and Training. Call today 800-475-1047

 

What are the new features found in QuickBooks Point of Sale?

QuickBooks Point of sale is easy to use and manger your retail shop. No need to enter Duplicate Transactions between multiple systems. QuickBooks POS is easy to Integrate. Easily Manage Inventory and is the No. 1 Accounting Solution. Accept Credit Cards and works SeamlesLearn QuickBooks point of sale and find quickbooks POS consultant, quickbooks point of sale software, quickbooks software, quickbooks point of sale system, quickbooks POS system, quickbooks point of sale software system, quickbooks POS software system Accounting Business Solutions by JCS can help you compare the differences between the accounting software systems to determine if they are a fit for your business model. Discover QuickBooks, Sage 100 and Sage 50 the Top Ranked systems and learn how they are rated and why their advanced features matter to other small businesses. Find out which accounting software system is the best solution for your small business by reviewing each of them independently and asking questions to learn best practices for how they could be useful tools. Find promotional offers on Sage 100, Sage 50 and QuickBooks software.sly With QuickBooks.

        • Easier access to customer information
        • Compatible Physical Inventory Scanner
        • Point of Sale on Microsoft Surface® Pro

 

How ACT CRM Software – Accounting Software Systems

By centralizing marketing and sales communications, ACT Software CRM solutions bring data efficiency to your company that can help you work more effectively and measure success (or identify missed opportunities).

ACT CRM also provides a platform that can automate sales, marketing, and customer support tasks across the enterprise – resulting in a truly powerful, real-time sales pipeline and performance analytics. Here are 4 ways ACT CRM software can power your sales pipeline.
Better Business Intelligence

  • Total Marketing ManagementACT software, ACT CRM, ACT consultant, ACT CRM Consultant
  • Better Lead Tracking
  • Accelerated Sales

 

What are the new features found in ACT CRM Software?

Act! CRM Software includes dynamic sales pipeline management and powerful new lead generation management and Marketing Automation. There have been many improvements in reporting, custom tables, product security, Web-Windows parity, update notifications, and compatibility updates.

  • NEW Plans & Pricing
  • Personalized Home Screen
  • Modernized Look & Feel
  • Marketing Automation Features & Insights
  • Targeted Data for Sales & Marketing Efforts
  • Mobile App Improvements
  • Greater Flexibility with Custom Charts

Review and Compare Accounting Software Systems – Sage 50, Sage 100 and QuickBooks

Discover The Right Accounting Software Systems For Your Business!

To learn more Give us a call today 800-475-1047 solutions@jcscomputer.com.

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Lesson for Accounting Terms used in Accounting Software Systems

A

Accounts Payable: The amount owed to others called vendors for services or merchandise received by the organization.

Accounts Receivable:  The amount owed to the organization for services or merchandise provided to others referred to as clients.

Accrual-Basis Accounting:  A system of financial record keeping in which transactions are recorded as expenses when they are incurred (i.e. when a bill is received for merchandise or services provided to the organization) and as income when it is earned (i.e. when services or merchandise is provided by the organization, or the organization receives a commitment of a contribution) rather than when cash is paid or received. The alternative accounting method is Cash-basis accounting.

Accrued Expense:  Expenses that have accumulated, but are not yet due or payable based on payment terms with the vendors.

Accrued Interest:  Loan or Bank Interest costs that have accumulated, but are not yet due or payable.

Allocation:  A method of accounting that divides expenses among different classification, division, program or administrative catagories based on a formula that recognizes the use of the resources such as use of the facility or staff time.

Allowance for Doubtful Accounts:  An amount reflecting the portion of the accounts receivable which the organization reasonably believes it may not collect.

Assets:  What is owned by the organization. Examples are automobiles, equipment etc.

Audit:  A financial report that has been tested and verified for accuracy and prepared in accordance with Generally Accepted Accounting Principles. An essential component of the audit is the Opinion Letter.

B

Balance Sheet:  These balances are perpetual and may change on a daily or less frequent basis. This financial statement reflects the financial condition – Assets, Liabilities, and Net Assets – of the organization at a particular moment in time. Referred to as a Statement of Financial Position in the nonprofit sector.

Board-Designated Funds:  A condition placed by an organization’s board of directors on how an amount of money is to be used. A common type of board designation is for Operating Reserves. For accounting purposes, these funds are considered unrestricted because the condition was not specified by a donor.

Bridge Loan:  A short-term loan with a specific repayment source typically from 3rd party providers, private equity, venture capital groups, family and friends.

C

Capital Expenditure:  Payment of money to acquire fixed assets, such as a building or equipment

Capitalizing an Asset:  Recording the cost of land, a building or equipment as fixed assets rather than as an expense when purchased.

Cash Equivalents:  Funds which can be quickly and easily converted to cash; those bank accounts, money market funds or other investments which mature within 90 days.

Cash-Basis Accounting:  A system of financial recordkeeping in which transactions are recorded as cash is received or spent.

Cash Flow:  The movement of cash into and out of an organization; or the difference between cash receipts and cash disbursements during a period of time. The question is always is there more cash coming in than going out?

Cash Flow Statement:  A report of incoming and outgoing cash during a specified period of time. Most often the beginning period cash balances, expected incoming cash and outgoing cash to forecast available cash at a future date in time.

Chart of Accounts:  A report of all accounts used in accounting system, including assets, liabilities, income and expenses.

C+

Collateral:  An asset (cash, buildings or other securities) which is pledged to a lender in return for a loan. Once the loan is paid in full the asset belongs to the original owner. In the event of default on a loan, the lender legally owns the right to obtain or sell the collateral to repay the loan.

Committed Grant:  A contribution for which the organization has received a formal notification from the donor that an award will be made at a future date.

Conditional Promise to Give:  A commitment by a donor to make a contribution to the organization if a specific requirement is met. The agreement becomes binding once the requirement is met.

Contribution:  A donation, gift or transfer of cash or other assets.

Current Assets:  Cash, investments, receivables, and other assets that can be expected to be available as cash within twelve months.

Liabilities and Current Liabilities:  Those liabilities due to be paid now or within the next twelve months.

Current Portion of Long-Term Debt:  The amount of the principal payments due and payable on loans within the next twelve months, if the original term of the loan was longer than one year.

D

Deferred Revenue:  Income for which payment has been received before it has been earned. It is reflected as a liability on the Balance Sheet until it is earned and can be recognized as income in a future accounting period.

Deficit:  Expenses in excess of income; an operating loss or a negative change in Net Assets.

Depreciation:  The recognition, by recording an expense, of the decrease in value of a fixed asset over its expected physical or economic life. The value of Land is not depreciated.

Direct Costs:  Those expenses which are specifically attributable to a program area or cost center typically, these are cost of goods sold.

E

Earned Revenue:  Income received for providing services or goods, rather than as a voluntary contribution.

F

Financial Accounting Standards Board (FASB):  The national governing board which sets the accounting standards known as Generally Accepted Accounting Principles (GAAP).

Fixed Assets:  An asset that has a relatively long useful life, usually several years or more.

Functional Expenses:  Categories of expense delineated by the type of expense: program services, management & general, and fundraising. Required for IRS form 990 and audited financial statements. Often reflect the use of allocations.

Fund Accounting:  Typically, used by nonprofits. A system of accounting based on separating information into groups which reflect organizational divisions or donor-imposed restrictions.

G

General Ledger:  A general ledger represents the record-keeping system for a company’s financial data

Generally Accepted Accounting Principles (GAAP):  The set of norms and standards of nonprofit accounting practices established by the Financial Accounting Standards Board (FASB) to help ensure the accuracy and consistency of financial records and reports.

Grants:  Contributed assets given by an individual or another organization with no reciprocal receipt of services of goods. Sometimes are given with a legal restriction imposed upon its use.

I

Income Statement:  An income statement or profit and loss account is one of the financial statements of a company and shows the company’s revenues and expenses during a particular period.

In-kind Contribution:  refers to goods, services, and transactions not involving money or not measured in monetary terms.

Internal Controls:  The system of practices, procedures and policies intended to safeguard the assets of the organization from fraud or error and ensure accurate recordkeeping.

Liabilities:  What the organization owes to others, including accounts payable, debts, mortgages and other obligations to pay.

Long-Term Debt/Liabilities:  An obligation to pay a loan or other obligation with a maturity or due date of more than one year.

N

Net Assets:  The difference between the organization’s total assets and its total liabilities on the balance sheet indicating the net financial worth for the organization. Net assets is the accumulation of the difference between cumulative income less cumulative expenses over the life of the organization. Divided into Unrestricted, Temporarily Restricted, and Permanently Restricted net assets.

Net Fixed Assets:  The value of land, buildings, equipment and other fixed assets owned by the organization after the deduction of the accumulated depreciation of those assets.

Notes Payable:  In accounting, Notes Payable is a general ledger liability account in which a company records the face amounts of the promissory notes that it has issued. The balance in Notes Payable represents the amounts that remain to be paid.

Notes Receivable:  The amount an organization is owed for loans made to others.

O

Operating Expense:  General term for expenses incurred for all the activities of the organization.

Operating Reserve:  An unrestricted fund balance set aside by the organization’s board to stabilize an organization’s finances by providing cash as a cushion for planned or unplanned future expense or losses.

Overhead:  Overhead refers to the ongoing business expenses not directly attributed to creating a product or service. Typically, this is a calculated amount or percentage.

Permanently Restricted Funds:  Funds which the donor has indicated may not be spent by the organization, but which are invested to produce a stream of income that can be spent. Frequently called an endowment

P

Pledge:  A formal commitment to make a contribution of a specific amount.

Prepaid Expense:  Prepaid expenses are future expenses that have been paid in advance

R

Refinance:  To replace one loan with another, usually in order to extend the maturity, change the payment amount, or to consolidate several loans.

Release from Restrictions:  The accounting transaction used to transfer temporarily restricted funds into an organization’s unrestricted accounts when the restriction has been satisfied (such as when a special project is initiated).

Reserves:  An amount set aside by the Board to be used in case of losses or an unexpected expense.

Restricted Funds:  Contributions which are designated by the donor for a specific use. See also temporarily restricted funds and permanently restricted funds.

Revenue:  In accounting, revenue is the income that a business has from its normal business activities, usually from the sale of goods and services to customers.

S

Secured Loan:  A loan for which something of value is pledged in the case that repayment cannot be made.

Short-Term Debt/Liability:  A loan which is issued with a final payment date of one year or less.

Social Entrepreneurs: People who act as the change agents for society, seizing opportunities others miss and improving systems, inventing new approaches, and creating solutions to change society for the better. While a business entrepreneur might create entirely new industries, a social entrepreneur comes up with new solutions to social problems and then implements them on a large scale.

Social Enterprise: An organization or venture (within an organization) that advances a social mission through entrepreneurial, earned income strategies.

Socially Responsible Business: A venture (generally for-profit) that seeks to leverage business for a more just and sustainable world.

Support:  Income from voluntary contributions and grants (as distinct from revenue, or earned income).

T

Technical Assistance (TA):  Help and advice provided on a specialized subject matter.

Temporarily Restricted Funds:  Contributions given by the donor or granting organization for a specific use or for use during a specific period of time. The limitation is satisfied at a defined time or when certain activities have been performed and the funds are released from restriction.

U

Unconditional Promise to Give:  A pledge to make a contribution of cash or another asset without requiring the organization to meet any condition prior to receiving the contribution.

Unrealized Gain (loss):  Unrealized gains and losses occur any time a capital asset you own changes value from your basis.

Unrestricted Funds:  Contributions given without the donor placing any restrictions or limitations as to their use.

Unsecured Loan:  A loan made without collateral.

W

Working Capital:  Working capital is a financial metric which represents operating liquidity available to a business.

accounting software system, accounting software systems, accounting software, small business accounting software, review accounting software, compare accounting software

(End) Accounting Software Systems

Compare Accounting Software

Review Accounting Software

Complimentary Discovery Consultation

Top Accounting Software Questions To Consider

 

accounting software systems, accounting software, small Accounting Business Solutions by JCS can help you find and review the major differences between QuickBooks, Sage 50 and Sage 100 to discover if they are a fit for your business model. Learn more about Sage 100, Sage 50 and QuickBooks. The Top 3 Ranked systems and uncover their ratings and understand how the advanced features will help your small businesses. Determine which accounting software solution will work best for your small business. Side by Side comparisons and review will answer your questions. Find the Best promotional offers on Sage 100, Sage 50 and QuickBooks software. business accounting, review accounting software, compare accounting software New York City, Los Angeles, Chicago, Houston, Philadelphia, Phoenix, San Antonio, San Diego, Dallas, San Jose, Austin, Jacksonville, Indianapolis, San Francisco, Columbus, Fort Worth, Charlotte, Detroit, El Paso, Memphis, Boston, Seattle, Denver, Washington, Nashville, Baltimore, Louisville, Portland, Oklahoma, Milwaukee, Las Vegas, Albuquerque, Tucson, Fresno, Sacramento, Long Beach, Kansas, Mesa, Virginia Beach, Atlanta, Colorado Springs, Raleigh, Omaha, Miami, Oakland, Minneapolis, Cleveland, Wichita, Arlington, New Orleans, Bakersfield, Tampa, Honolulu, Anaheim, Aurora, Santa Ana, St Louis, Riverside, Corpus Christi, Pittsburg, Lexington, Anchorage, Stockton, Cincinnati, St Paul, Toledo, Newark, Greensboro, Plano, Henderson, Lincoln, Buffalo, Fort Wayne, Jersey, Chula, Vista, Orlando, St Petersburg, Norfolk, Chandler, Laredo, Madison, Durham, Lubbock, Winston Salem, Garland, Glendale, Hialeah, Reno, Baton Rouge, Irvine, Chesapeake, Irving, Scottsdale, North Las Vegas, Fremont, Gilbert Town, San Bernardino, Boise, Birmingham find accounting software near me Sage 100 Sage 50 QuickBooks

Reach out Today! Call for promotional pricing – send us an email – schedule a Free Demo!

Have you outgrown your current accounting software?

Accounting Software – Is your Accounting Software System hurting your Business? Consult with a system professional who can review your business needs and recommend the right solution to support your growing business. Once you have the right accounting software solution you will gain data analytics to support all the important decisions you need to make to drive your business forward. Review the most widely used accounting solutions to make an informed decision.

 

What Are Your Current Business Needs?

Understanding the data that makes up your businesses financials is arguably one of the most important aspects of running a successful business. Data mining is what it is called today. Serious business owners should know the importance of having accurate, up to date and complete information.  Are you using your time or financial manager’s time wisely by creating mission critical reports in excel?  You have the ability to advance your business and increase your bottom line with the appropriate accounting software but sometimes it is hard to choose.

Accounting Business Solutions by JCS can help you find and review the major differences between QuickBooks, Sage 50 and Sage 100 to discover if they are a fit for your business model. Learn more about Sage 100, Sage 50 and QuickBooks. The Top 3 Ranked systems and uncover their ratings and understand how the advanced features will help your small businesses. Determine which accounting software solution will work best for your small business. Side by Side comparisons and review will answer your questions. Find the Best promotional offers on Sage 100, Sage 50 and QuickBooks software. Accounting Business Solutions, Accounting Business Solutions by JCS, JCS Computer Resource, JCS, JCS software, sage 100, quickbooks, sage 50, MISys, Sage 100 manufacturing, Sage software, Intuit Software

 

Do you need to Reduce Redundant data entry?

One out of three businesses spends time entering the data to invoice customers, then they enter the time into an external payroll system and lastly they may be also re-keying time to manually track job costs. That means you’re spending triple the amount of money on completing these tasks when they could be handled in one place.  Fat fingering of data and increasing the probability of errors is greater when you keep track of your information this way and are manually entering it in several places.

 

How can you eliminate Costly Errors?

Eliminate the errors and extra cost by investing in the right accounting software solution that has the tools to manage efficient operations.  Automating these types of processes and streamlining the accounting aspect of your business will increase your bottom line. Business decisions cannot be made with confidence if you’re financial statements are inaccurate or if you have data in disparate systems. Utilizing appropriate accounting software is essential for your team to easily produce accurate reporting while staying up to date. When was the last time you measured productivity for employees and labor?

 

Accounting Business Solutions by JCS can help you find and review the major differences between QuickBooks, Sage 50 and Sage 100 to discover if they are a fit for your business model. Learn more about Sage 100, Sage 50 and QuickBooks. The Top 3 Ranked systems and uncover their ratings and understand how the advanced features will help your small businesses. Determine which accounting software solution will work best for your small business. Side by Side comparisons and review will answer your questions. Find the Best promotional offers on Sage 100, Sage 50 and QuickBooks software. accounting software, quickbooks, sage 50, sage 100, sage software, quickbooks desktop, quickbooks online, sage intacct, quickbooks manufacturing, sage 50 manufacturing, sage 100 manufacturing, business software, compare, review

 

How to Discover the right solution – Start with a short list of items you can make much easier with accurate information when you are using a fully integrated system.

  • Quoting
  • Purchasing
  • Inventory management
  • Job / Project Profitability
  • Scheduling
  • Shop Floor Control
  • Shipping
  • EDI
  • Web Site Integration

Bank Reconciliation is more simplistic and effective with the right accounting software. Say goodbye to missing deductions, forgetting bank charges and those pesky interest fees you once forgot when manually handling your reconciliations. Automating this process and reconciling monthly is no longer a huge burden. Process your credit card payments inside your accounts receivable and provide customers with great experiences by making their payment process easier by selecting a link to pay by credit card via email.

 

Accounting Software – steps to free up resources!

Save time and man hours to produce company historical financials. Accounting software is refreshingly educational when it comes to comparing prior years activities. It also allows you to extract the data into a spreadsheet for sorting.  Are you able to pull the last 5 years of historical data with a few clicks of a mouse? Can you easily analyze inventory turns or thank your most profitable customers?

Data entry time should be minimal.  Most banks now offer the ability to sync your bank statements into your accounting software.  The ease of not having to manually enter in each month’s transactions will save a ton of time leaving more for you to do what you do best!  Most accounting software comes with the option to not only process payroll but with the click of a button file all the required forms and tax payments at the end of each payroll, month, quarter and year. Eliminate the time and effort it takes to run payroll through another system and then manually record journal entries and bank check payments.

Forecasting

Reliability and accurately managing customers and vendors are essential to any business. Accounting software keeps history and aging recorded.  Vendor invoices input are paid on time allowing for cash flow and projections to be done with ease.  Accounts receivable is up to date so you’ll know what’s outstanding at any given moment.

In summary, if you aren’t utilizing the appropriate accounting software for your business you could be spending quite a bit of extra money.  Consult with one of our professionals to find the best accounting solution for your business.  There are several options for accounting software to choose from.

For more information on accounting software give us a call 800-475-1047

Tips to Balance Your Checkbook in any accounting software system

UNDERSTANDING THE DIFFERENCE IN YOUR ACCOUNTING SOFTWARE SYSTEM CASH BALANCE AND YOUR CHECK BOOK REGISTER BALANCE. What you have in the bank is not what you have available to spend. I would also add Cash flow to this

Learn how to record interest earned and credit adjustments

If you earn any interest or the bank makes any credit adjustments you will need to record them in your checkbook register. Interest earned typically appears on the front of your bank statement or may be a separate statement altogether depending on how many checking accounts you have. Credit adjustment amounts could be for items such as bank corrections. Interest earned and credit adjustments will be added to your balance.

Review how to record service charges, debit adjustments

If you have any service charges you will need to record them in your checkbook register. These types of adjustments could be for charges such as monthly service charges, per check charges, ATM transaction charges and non-sufficient funds fees. Debit adjustments are if there are additional withdrawals on your bank statement, other than checks, are charged for the amount actually drawn. This includes ATM withdrawals, Debit Card transactions and any automatically deducted transactions like car payments, insurance payments, loan and utility payments. Service charges and debit adjustments will be deducted from your balance.

Best Glossary of Simple Accounting Software Terms

Accounts Payable: The amount owed to others for services or merchandise received by the organization.

Accounts Receivable:  The amount owed to the organization for services or merchandise provided to others.

Accrual-Basis Accounting:  A system of financial record keeping in which transactions are recorded as expenses when they are incurred (i.e. when a bill is received for merchandise or services provided to the organization) and as income when it is earned (i.e. when services or merchandise is provided by the organization, or the organization receives a commitment of a contribution) rather than when cash is paid or received. The alternative is Cash-basis accounting.

Accrued Expense:  Costs of operation that have accumulated, but are not yet due or payable.

Accrued Interest:  Interest costs that have accumulated, but are not yet due or payable.

Allocation:  A method of accounting that divides expenses among different program, administrative, and fundraising categories based on a formula that recognizes the use of the resources such as use of the facility or staff time.

Allowance for Doubtful Accounts:  An amount reflecting the portion of the accounts receivable which the organization reasonably believes it may not collect.

 

Advanced Features to consider

Possible one of the most confusing aspects of creating an integrated accounting software and manufacturing management system is about how inventory is kept.

In larger, industrial-strength Enterprise Resource Planning (ERP) systems, there is usually a clear distinction between finished goods inventory (often referred to as “distribution inventory” or sales inventory”) and the raw materials inventory.  Indeed, ISO standards and other “best practices” dictate that the finished goods inventory and the raw materials inventory must be kept physically isolated and controlled separately.  ERP systems respect this need for isolation.

Education on  “best practices” should be considered along with a formal way of controlling inventory (a controlled stockroom).  More than one of our clients, using a “take what you need” inventory control system, have wondered why their manufacturing operation seemed to be so horrible out of control.  The answer is, obviously, “You must start by controlling the inventory.”

Often “Inventory Control” is listed among its many features.  Of equally good chance is that the inventory control module of their accounting system deals only with the sales distribution side of the house, not the manufacturing side.

Many manufacturing companies make the mistake of trying to use their accounting system’s inventory module to help them control their raw materials inventory.  Work in process (WIP), and sub-assembly production.  Only after typing in thousands of raw material part numbers and attempting to perform the most basic manufacturing processes do they discover how ill-equipped their software is to perform the required tasks.

Discover Accounting Software Plus Distribution Software

Writing software to control a sales distribution inventory is relatively simple; however the software needed to effectively control the inventory for a multi-level product structure is quite complex.  Accounting software vendors usually take the easy route and include a module which addresses sale distribution inventory.  Rarely do they tackle the thorny job of manufacturing inventory control.

Accounting Business Solutions by JCS can help you find and review the major differences between QuickBooks, Sage 50 and Sage 100 to discover if they are a fit for your business model. Learn more about Sage 100, Sage 50 and QuickBooks. The Top 3 Ranked systems and uncover their ratings and understand how the advanced features will help your small businesses. Determine which accounting software solution will work best for your small business. Side by Side comparisons and review will answer your questions. Find the Best promotional offers on Sage 100, Sage 50 and QuickBooks software. inventory accounting manufacturing, inventory and barcode software, inventory app for quickbooks, inventory app with barcode scanner, inventory bar code software, inventory barcode generator, inventory barcode scanner software, inventory barcode scanner system, inventory barcode software, inventory barcode system for quickbooks, inventory barcode system for small business, inventory classes, inventory control software barcode scanner, inventory control software quickbooks, inventory count, inventory in quickbooks, inventory management and barcode software, inventory management barcode software, inventory management scan system, inventory management software barcode, inventory management software quickbooks, inventory management software with barcode generator, inventory management software with barcode reader, inventory management software with barcode scanner, inventory management using barcode, inventory management with barcode scanning, inventory quickbooks, inventory reorder point sage 200 notifications, inventory scanner, inventory scanner compatible with quickbooks, inventory scanner for quickbooks, inventory scanner quickbooks, inventory scanner software, inventory scanner system for small business, inventory scanning software, inventory scanning system, inventory scanning system for small business, inventory software barcode, inventory software barcode scanner, inventory software compatible with quickbooks, inventory software for quickbooks, inventory software quickbooks, inventory software with barcode, inventory software with barcode generator, inventory software with barcode scanner, inventory software with scanner, inventory support

 

Find Accounting Software Plus Manufacturing Software

Regardless of the size of your client’s company and the complexity of their manufacturing process, we urge you to enforce a strict set of part numbering conventions and inventory control procedures.  If your client is small and operating on a shoe-string, this demand may not make you friends, but it is one you must make.  Bad habits are hard to break – but in this case time never heals.  If your client has only 50 raw materials and 10 sub-assemblies, insist that each have a part number and each be stored in a controlled stockroom.  If the client allows free access to the inventory, all your efforts to manage their manufacturing business will be for naught. Why have integrated manufacturing solution.

  • Improve Visibility
  • Increase Efficiency
  • On-time Delivery
  • Enhanced Product Quality
  • Reduce Costs
  • Real Time CollaborationManfacturing software, manufacturing systems, manufacturing software systems, inventory control, inventory systems, manufacturing barcode software, manufacturing business accounting, manufacturing configurator, manufacturing costing software, manufacturing job cost software, manufacturing job costing, manufacturing labor tracking, manufacturing product configurator, manufacturing shop floor control, manufacturing software consultant, manufacturing software for quickbooks, manufacturing time tracking,

While you have their attention and you are in the process imposing new policies and procedures, establish once and for all how raw materials, sub-assemblies, and finished goods are to be segregated.

In general, only the items being sold belong in an accounting system’s inventory control database.  Obviously, this includes the finished products, but may also include a quantity of selected raw materials or sub-assemblies being made or sold as spare parts.

 

Locate Field Service options to consider

  1. Plan to have technicians invoice and collect in the field
  2. Currently using Preventative Maintenance Agreements
  3. GPS capabilities
  4. Industry
  5. Work Zones
  6. Workflow standardization
  7. Minimizing paperwork
  8. Quicker invoicing
  9. Dynamic scheduling and the ability to take urgent tasks
  10. Cost Reduction with Fuel Control and Route Optimization
  11. Parts and Inventory Management
  12. Equipment Tracking
  13. More Accurate Task Matching
  14. Sage Timeslips SupportNew York City, Los Angeles, Chicago, Houston, Philadelphia, Phoenix, San Antonio, San Diego, Dallas, San Jose, Austin, Jacksonville, Indianapolis, San Francisco, Columbus, Fort Worth, Charlotte, Detroit, El Paso, Memphis, Boston, Seattle, Denver, Washington, Nashville, Baltimore, Louisville, Portland, Oklahoma, Milwaukee, Las Vegas, Albuquerque, Tucson, Fresno, Sacramento, Long Beach, Kansas, Mesa, Virginia Beach, Atlanta, Colorado Springs, Raleigh, Omaha, Miami, Oakland, Minneapolis, Cleveland, Wichita, Arlington, New Orleans, Bakersfield, Tampa, Honolulu, Anaheim, Aurora, Santa Ana, St Louis, Riverside, Corpus Christi, Pittsburg, Lexington, Anchorage, Stockton, Cincinnati, St Paul, Toledo, Newark, Greensboro, Plano, Henderson, Lincoln, Buffalo, Fort Wayne, Jersey, Chula, Vista, Orlando, St Petersburg, Norfolk, Chandler, Laredo, Madison, Durham, Lubbock, Winston Salem, Garland, Glendale, Hialeah, Reno, Baton Rouge, Irvine, Chesapeake, Irving, Scottsdale, North Las Vegas, Fremont, Gilbert Town, San Bernardino, Boise, Birmingham
  15. Training classes

 

 

 

  1. accounting software systems, accounting software, small Accounting Business Solutions by JCS can help you find and review the major differences between QuickBooks, Sage 50 and Sage 100 to discover if they are a fit for your business model. Learn more about Sage 100, Sage 50 and QuickBooks. The Top 3 Ranked systems and uncover their ratings and understand how the advanced features will help your small businesses. Determine which accounting software solution will work best for your small business. Side by Side comparisons and review will answer your questions. Find the Best promotional offers on Sage 100, Sage 50 and QuickBooks software. business accounting, review accounting software, compare accounting software New York City, Los Angeles, Chicago, Houston, Philadelphia, Phoenix, San Antonio, San Diego, Dallas, San Jose, Austin, Jacksonville, Indianapolis, San Francisco, Columbus, Fort Worth, Charlotte, Detroit, El Paso, Memphis, Boston, Seattle, Denver, Washington, Nashville, Baltimore, Louisville, Portland, Oklahoma, Milwaukee, Las Vegas, Albuquerque, Tucson, Fresno, Sacramento, Long Beach, Kansas, Mesa, Virginia Beach, Atlanta, Colorado Springs, Raleigh, Omaha, Miami, Oakland, Minneapolis, Cleveland, Wichita, Arlington, New Orleans, Bakersfield, Tampa, Honolulu, Anaheim, Aurora, Santa Ana, St Louis, Riverside, Corpus Christi, Pittsburg, Lexington, Anchorage, Stockton, Cincinnati, St Paul, Toledo, Newark, Greensboro, Plano, Henderson, Lincoln, Buffalo, Fort Wayne, Jersey, Chula, Vista, Orlando, St Petersburg, Norfolk, Chandler, Laredo, Madison, Durham, Lubbock, Winston Salem, Garland, Glendale, Hialeah, Reno, Baton Rouge, Irvine, Chesapeake, Irving, Scottsdale, North Las Vegas, Fremont, Gilbert Town, San Bernardino, Boise, Birmingham find accounting software near me Sage 100 Sage 50 QuickBooks   Accounting Business Solutions

Learn GetPeach Sage 50 Error

Sage 50 GetPeach Error

Authorized Partner

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GetPeach error – This Sage 50 error is actually a Crystal reports error. Are you still using the GetPeach functions with the most current version of Sage 50? If you are you may also be receiving a GetPeach Error message. JCS can help you discover if your Window’s 10,  Sage 50 and Crystal reports are compatible – Call if you have GetPeach Functions that are not working?

Crystal Reports for Sage 50 Cloud, Sage 50C, Sage 50 and PeachTree are no longer supported by Sage Software. It is supported by Sage 50 Resellers like us. We can help you trouble shoot this error, learn the advanced features and perform Sage Peachtree to Sage 50 data conversions.

GetPeach Sage 50 Errors – We get these Sage 50 Crystal questions a lot

  1. Does anyone know if the Get Peach functions from Peachtree are compatible with Crystal Reports 2013?
  2. Does anyone know if the Get Peach functions from Peachtree are compatible do you need help with an alternate way to pull data from Sage 50 Accounting?
  3. We have several custom reports that utilize these functions. They worked fine on the 2008 version of Crystal Reports that was included with Sage 50 Accounting. But now that we try to use them on the 2013 standalone version, we receive the following error:
  4. “The specified module could not be found.”
  5. Functions show up fine in Crystal Reports, just will not run.
  6. Are these functions disabled in 3013? Does anyone know of an alternate way to pull from Sage 50 Accounting?

Discover Sage 50 error Resolutions:

“u2lpeach.dll” should exist in Sage 50 program path. You can search for this file,

There is no longer the ability to run Crystal Reports from within the Sage menu. You can still write reports in Crystal if you have it. You can even use the “GetPeach” custom functions. But Crystal Reports can now be run only outside of Sage software.

Give us a Call at 800-475-1047 or visit www.jcscomputer.com

Find resolution – GETPeach issues today.

Updates to Sage 50 and Custom Crystal Reports may break the links – They may need to be re-linked.

After the update of Sage 50, the password may have been reset. Go into Maintain, User, Setup Security. Set password on Data Access / Crystal Reports tab.

the reports 2008 package will run against the newer versions of Sage 50. The OLE DB connections will allow for reporting via external tools. If you have a set of reports that are currently working, it may be easier to allow the users to run the CR engine to process these reports.

If need be, there are scheduling programs that allow for CR to run on a schedule.

 

Discover what causes Peachtree getpeach error and also sage 50 cloud getpeach. Work Thru sage 50cloud getpeach and learn how to resolve sage 50c getpeach issues when they happen. Uncover the resolution for sage 50 getpeach or getpeach and sage 50 error messages. Assistance to help Get sage 50 errors correction along with sage 50c error, sage 50c errors, sage 50cloud error, sage 50 cloud errors, sage 50 cloud error and sage 50 cloud errors. Find support to help you correct your Sage 50 error messages. Guidance from certified Sage 50 experts and resolution advice.

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Accounting Business Solutions, Accounting Business Solutions by JCS, JCS Computer Resource, JCS, JCS software, sage 100, quickbooks, sage 50, MISys, Sage 100 manufacturing

Sage 100 Custom Reports

Sage 100 Custom Reports

Reach out Today! Give us a call – send us an email to learn more!

Sage 100 Custom Reports – (Sage MAS 90 / Sage MAS 200) Custom Reports – There are multiple options in Sage 100 to create custom Reports. There are many built in reports that can be modified our of the box included wihe Sage 100cloud. The power is they allow customized reports for any Sage 100cloud company. You can easily start with an existing report and add or remove information. Simply select the information that you want to view or print. You can create custom reports for Sage 100 from scratch if you wish and run them again on demand.

In some of these options you also have features to allow scheduling and/or automatically running reports. Reports can be placed on a custom menu in each module for quick access. Reports can also be imported and exported, enabling you to transfer them between Sage 100 installations. Often reports are created in or to complete data migration between systems integrated with Sage 100cloud. The ability to customize reports can be found in Sage 100 Intelligence Reporting, Crystal Reports for Sage 100 cloud and Business Insights Dashboard.

Consultant – Support for Custom Reports

What is a Sage 100 Standard Report vs custom report?

Discover the power of Sage 100 Custom Reports (Sage MAS 90 / Sage MAS 200) Custom Reports. Design how you want reports to look, what information to include and the print format. Get Sage 100 custom reports and technical assistance for Sage 100 advanced reports. Learn how to use crystal reports for sage 100 and sage 100 intelligence reporting to create advanced custom reports.

Sage 100cloud Standard Reports - Sage 100cloud Standard Reports - Sage 100cloud Custom Reports (Sage MAS 90 / Sage MAS 200) Custom Reports. Sage 100 custom reports and technical assistance for Sage 100 advanced reports. Learn how to use crystal reports for sage 100cloud and sage 100cloud intelligence reportingStandard Reports are included in Sage 100. These can be modified and the modified standard reports can be saved.

Standard pre-designed reports are available straight out of the box in each Sage 100 cloud installation. You can quickly customize the appearance of the reports. Select the font size, color, and style for the body of reports and add up to two types of bitmaps. This can enable you to print a logo in the page header or create a watermark effect with a background bitmap. With standard reports, you canal so format headers and footers to specify the positions of specific fields.

Using the report format maintenance function, you have the option of selecting graphical output (to a laser printer) or the basic format (on a dot matrix printer). This function allows you to create a custom report format for each specific company. Each module contains a wide selection of standard reports. Included among the reports pre-defined in various modules are General Ledger Detail by Source, Monthly Trend, Customer Sales Analysis, Estimated Cash Flow Analysis, Inventory Turnover, and Benefits Accrual. A full list of reports can be found on the individual module specification sheet

Training – Services for Custom Reports

Where can I find Information on Sage 100 General Ledger Financial Statements?

Discover the power of Sage 100 Custom Reports (Sage MAS 90 / Sage MAS 200) Custom Reports. Design how you want reports to look, what information to include and the print format. Get Sage 100 custom reports and technical assistance for Sage 100 advanced reports. Learn how to use crystal reports for sage 100 and sage 100 intelligence reporting to create advanced custom reports.

These are built into Sage 100 and can be produced based on any segment defined in your setup. For those with simpler financial reporting needs, a financial reporting wizard is built into the General Ledger on the Reports menu. Utilizing the easy-to-use wizard, you can create financial reports such as Balance Sheets, Income Statements, Cash Flow Statements, and Trend Reports. All of the financial reports can be customized with specific formatting options, including date ranges (period to date, year to date or both), type of data to print (such as actual, budget or variance), how to print footnotes, and numeric formatting.

To locate the Sage 100cloud financial statements go to the general ledger reports, locate the option for Financial Statements and you can begin. These can also be put into your favorites if you need to print them often.

Support – Training – Assistance for Custom Reports

How do I access Sage 100 Cloud Crystal Reports and Forms?

To install Crystal Reports Designer

  1. Access the Sage 100 installation files. …Discover the power of Sage 100 Custom Reports (Sage MAS 90 / Sage MAS 200) Custom Reports. Design how you want reports to look, what information to include and the print format. Get Sage 100 custom reports and technical assistance for Sage 100 advanced reports. Learn how to use crystal reports for sage 100 and sage 100 intelligence reporting to create advanced custom reports.
  2. Right-click Autorun.exe.
  3. Select Run as administrator.
  4. Select the applicable product: …
  5. Select Productivity Applications.
  6. Select Install Crystal Reports Designer.
  7. Follow the installation wizard to install SAP Crystal Reports Designer to customize your Sage 100 reports.

To use Crystal Reports for Sage 100 once the designer has been installed there will be a DESIGN icon available when editing any report or form. The Crystal Reports designer is fully integrated with Sage 100cloud form printing. The graphical designer enables you to customize fields, as well as the appearance of your invoices, checks, and other business forms. Print a logo in the page header or create a watermark effect with a background bitmap; select the font size, color, and style separately for each field on the form; and print fields anywhere — even twice. Once designed, your forms can be printed, faxed, or sent by e-mail directly to your customer using Crystal Reports for Sage 100

Sage 100 Custom Reports

Sage 100 custom reports – can be created by using Crystal Reports for Sage 100. This tool is a powerful Windows report writer that provides presentation-quality output for your custom reports. You can use sample reports straight out of the box or modify them to suit your needs, then save and run them anytime. Wizards can walk you through the steps to easily modify or create a new report.

Select the font type, size, and text color, enhance the layout by applying lines, borders, and shading, and further enrich your reports with embedded pictures, diagrams, and logos. Using tables, cross-tabulations, or one of 12 graph styles, you can clearly communicate your accounting information. You can even create reports with drill-down capabilities. You can run your reports at pre-determined times, even unattended one of the tools to support Sage 100 Advanced Reports.

 

What is Sage Business Insights Reporter?

Sage 100 cloud Business Insights Reporter Job Profit View - Sage 100cloud Custom Reports (Sage MAS 90 / Sage MAS 200) Custom Reports. Sage 100 custom reports and technical assistance for Sage 100 advanced reports. Learn how to use crystal reports for sage 100 cloud and sage 100 cloud intelligence reporting

Business Insights Reporter gives the ability to create custom reports in Sage 100 and is an important component of any business management system, but not everyone has the time to learn the intricacies of data structures or the complexities of creating formulas. Business Insights Reporter is a powerful yet easy-to-use tool for creating custom reports. Creating a report is easier than ever before:

  • Data is presented in logical views – no need to try to figure out what table to get data from or how to link to additional data for your report.
  • Wizard-driven reporting – wizards guide you through all of the required steps to create are port.
  • Choose your format – output reports to multiple formats, including Excel, Adobe PDF, or XML, in addition to printing.
  • Easily create calculated fields – simple point-and-click calculations based on our very successful Lookup Customization Wizard.
  • Secure access to your data – determines which user roles will have access to reports

Sage 100 Business Insights Dashboard Reporting

Dashboards if you are a busy manager or business owner, it’s important to have quick access to key business information in an easy-to-read and understand format. Business Insights Dashboard for Sage 100cloud systems provides the ideal solution. Designed to provide the data you need to make critical decisions, Business Insights Dashboard presents information in a high-level, attractive graphical format that allows you to instantly ascertain the state of your business. Flexible, yet simple to use, Business Insights Dashboard is displayed within the Sage 100 Business Desktop and can also be accessed directly with Microsoft Internet Explorer, Outlook, or Digital Dashboard

 

Are Sage Business Dash Boards easy to set up?

 

Sale 100cloud Business Insights Dashboard - Sage 100cloud Custom Reports (Sage MAS 90 / Sage MAS 200) Custom Reports. Sage 100 custom reports and technical assistance for Sage 100 advanced reports. Learn how to use crystal reports for sage 100cloud and sage 100cloud intelligence reporting   Sale 100 cloud Business Insights Dashboard - Sage 100 cloud Custom Reports (Sage MAS 90 / Sage MAS 200) Custom Reports. Sage 100 custom reports and technical assistance for Sage 100 advanced reports. Learn how to use crystal reports for sage 100 cloud and sage 100 cloud intelligence reporting

  • Select Business Insights Dashboard
  • Enter a date and the wizard will begin asking a few simple questions
  • Select the USER
  • Allow use to modify their dashboard page – is an option
  • Never prompt this user for dashboard updates – is an option
  • Select and configure Views – this may take a minute or two

 

Does Sage 100 Sage Intelligence Reporting come as part of Sage 100?

Can we create custom reports using Sage Intelligence?

 

Sage Intelligence for Sage 100 cloud - Sage 100cloud Custom Reports (Sage MAS 90 / Sage MAS 200) Custom Reports. Sage 100 custom reports and technical assistance for Sage 100 advanced reports. Learn how to use crystal reports for sage 100cloud and sage 100cloud intelligence reportingWith Some releases Sage 100 Intelligence Reporting modules are included with the purchase. Check to confirm your purchase did include Sage 100 Intelligence Reporting. There are the module options.

  • Report Viewer
  • Report Manager
  • Report Designer
  • Connector Module

* Microsoft PowerBI can also be used to create Sage 100 custom reports and Sage 100 Advanced Reports.

* FRX is a discontinued and can be converted to Sage Intelligence

 

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Sage 50 Technical Support and Sage 100 training
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