Sage 100 User Group | April 2016

www.bcsprosoft.com

SAGE 100 USER GROUPAPRIL 2016SAN ANTONIO, TX

www.bcsprosoft.com 2

HOUSEKEEPING

—Restrooms— Feel free to excuse yourself— 2 hours of CPE credit available— Survey will be sent tomorrow— Presentation slides will be sent— Feel free to ask questions


AGENDA AT A GLANCE

— Introductions— Sage 100 2016— Sage 100c— Sage Payroll Changes— Tips & Tricks— Q&A—System Reviews


INTRODUCTIONSLET’S GET TO KNOW EACH OTHER


INTRODUCTIONS – WHO IS BCS PROSOFT?

Top 30 value-add resellers of accounting software solutions

TOP ERP VAR

Consulting services to help you get realize ROI of your system

PROFESSIONAL SERVICES

1,500+ clients with offices in Texas, Colorado and Hawaii

REGIONAL FOCUS

Based in San Antonio with regional offices and consultants located throughout the country, BCS ProSoft is an award-winning consultant and provider of accounting software and ERP solutions to small and mid-sized organizations.

With thousands of client engagements under our belt, we have the experience and expertise to transform your business and align your people, processes and technology.

We’re not a break-fix company; we offer a variety of professional services, including: business and technology consulting, project management, system implementation and upgrades, data conversion, customization and programming, custom reports, training and technical support.

WHO WE ARE


SAGE 100 2016WHAT’S NEW & WHAT TO EXPECT


WHAT’S NEW IN SAGE 100 2016?

OS COMPATIBILITY

Provides compatibility with newer Microsoft Operating Systems.

ACA ENHANCEMENTS

Continued improvements and enhancements for ACA compliance.

EXTENDED DESCRIPTIONS

Add and print extended descriptions throughout the system.

MOVE RECORDS

Now you can easily move data entry records between batches.

TASK SCHEDULER

Use the task scheduler to schedule/send reports and VI jobs.

SAGE CRM INTEGRATION

Better integration with the newest version of Sage CRM and mobile app.


WHAT’S NEW IN SAGE 100 2016?

— S/O “Days Until Quote Expires”— Enhanced Quote Conversion

Options— 10-character check number in S/O— 30-character customer P/O

number— A/R & A/P Aged Invoice Report in

portrait or landscape— Include/exclude ACH vendors -

Aging


SAGE 100cA BRIEF OVERVIEW


SAGE 100c – A BRIEF OVERVIEW

Updated UI, which is easier to navigate, more customizable, and built-in web browser

NEW USER INTERFACE

Subscription-based like a SaaS product, but NOT cloud or accessed via the web. Translates to lower up front costs.

SUBSCRIPTION BASED

Some updated modules like Job Cost, Work Order and Payroll will only available in Sage 100c, but still no timeline for completion

UPDATED MODULE VERSIONS


SAGE PAYROLLIMPORTANT PRICING CHANGES


SAGE PAYROLL – IMPORTANT PRICING CHANGES

— Removed from Sage Renewal— Billed separately starting May 1st

— Price can go up or down, based on number of employees you process

— Lower pricing for existing Payroll users

— Sage 2015 Payroll and higher— New product key required— Requires “Perpetual History” option— Direct Deposit now included— What happens if I don’t renew?


SAGE PAYROLL – IMPORTANT PRICING CHANGES

— Removed from Sage Renewal— Billed separately starting May 1st

— Price can go up or down, based on number of employees you process

— Lower pricing for existing Payroll users

— Sage 2015 Payroll and higher— New product key required— Requires “Perpetual History” option— Direct Deposit now included— What happens if I don’t renew?

— If you don’t pay the subscription you will be locked out of payroll check creation


TIPS & TRICKSPROVEN – YET OVER LOOKED


SAGE 100 TIPS & TRICKS – BUSINESS INSIGHTS EXPLORER


SAGE 100 TIPS & TRICKS – A/P POSTING COMMENT


SAGE 100 TIPS & TRICKS – MEMO CODES

www.bcsprosoft.com

QUESTIONS?


UPCOMING EVENTS

MAY

10JULY

26-28

NOVEMBER

15-17

Webcast in case you missed something today

UGM WEBCAST

Sage’s annual user conference is in Chicago

SAGE SUMMIT

Dates for November user group meetings

NEXT USER GROUP

www.bcsprosoft.com

WE NEED YOU

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A significant portion of our business comes from client referrals. Do you know any colleagues from professional or industry associations that might benefit from working with BCS ProSoft?

DO YOU KNOW SOMEONE WHO COULD USE OUR HELP?

Can you recommend someone from your professional network that we should speak with?

CLIENT REFERRALS

We love sponsoring professional and industry associations. Can you recommend some you’re involved with?

SPEAKING OPPORTUNITIES

www.bcsprosoft.com

WHEN WAS THE LAST TIME YOU HAD A SYSTEM REVIEW?

We’re offering complimentary system reviews as we approach the slow summer season.

WHY A SYSTEM REVIEW?

See how you’re using the system and recommend improvements

PROCESS EXAMINATION

We’ll identify opportunities for improvement

OUTSIDE PERSPECTIVE

Let’s look at where you’re at and what it would take to improve efficiency

IMPROVE EFFICIENCY

21

www.bcsprosoft.com

WHEN WAS THE LAST TIME YOU HAD A SYSTEM REVIEW?

We’re offering complimentary system reviews as we approach the slow summer season.

WHY A SYSTEM REVIEW?

See how you’re using the system and recommend improvements

PROCESS EXAMINATION

We’ll identify opportunities for improvement

OUTSIDE PERSPECTIVE

Let’s look at where you’re at and what it would take to improve efficiency

IMPROVE EFFICIENCY

22

REQUEST A COMPLIMENTARY SYSTEM REVIEW

http://more.bcsprosoft.com/erp-system-review?utm_campaign=ugm&utm_medium=cta&utm_source=slideshare


THANK YOUQUESTIONS?

Presentations & Public Speaking

Sage 100 User Group | April 2016