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Vol. IX

Time-Saving Tip: Sage 100 Contractor - Attachments Retrieving details from original invoices, time sheets or other documents does not have to be a time-consuming task. Attachments (almost any computer file) can be added to nearly all records of original entry in Sage 100 Contractor. They can be Word documents, Excel spreadsheets, PDF’s, JPG photos, emails and attachments, scans in TIFF, plan files, hyperlinks to internet locations, or just about any other electronic file. Sage 100 Contractor also includes a drag-and-drop capability for Microsoft Outlook e-mails to be automatically added as attachments on the open record. The number of attachments you can append to a single record is unlimited. The Attachments function, though a worthwhile time-saving tool, is often overlooked or underused.

Get the most out of your software. Sign up for an event today!

V

isit our website at www.cpatechnology.com to register for our events and to view a comprehensive event calendar with a complete listing of upcoming trainings.

UPCOMING SAGE 300 CRE BREAKFAST MEETINGS (formerly Sage Timberline Office) April 17, 2013 (8:00 - 10:00 AM) Accounts Receivable/Contracts/Billing June 18, 2013 (8:00 - 10:00 AM) System Maintenance for Sage 300 CRE

May 16, 2013 (8:00 - 10:00 AM) Purchasing & Inventory for Sage 300 CRE

Designed specifically for construction companies, Sage 300 Construction and Real Estate 2013 (v.12) better arms construction companies to address the complexity, risk and time demands involved with tracking and managing subcontractor and vendor compliance associated with lien waivers, insurance and certified reporting. This latest release offers many exciting enhancements, including Sage Construction Anywhere integration, advanced subcontractor and vendor compliance capabilities, integration to Aatrix efiling services, updated menu styling and screen design to simplify the user experience, and improved Microsoft Outlook and Excel integration. Other enhancements offered in this release: • • • • •

June 6, 2013 (8:30 AM - 4:30 PM) Boot Camp: Sage 100 ERP Distribution

May 2, 2013 (8:30 - 9:15 AM) July 11, 2013 (8:30 - 10:30 AM) Webinar: Fixed Asset Accounting Breakfast Meeting: Intro to Sage CRM

UPCOMING WEBCAST CLASS TRAINING | For Sage 300 CRE Dates TBD - Visit www.cpatechnology.com/training.html Beginning Report Designer Advanced Report Designer Beginning Crystal Reports Crystal Reports: Beyond the Basics Crystal Reports for Project Management

New Name, New Features

• •

UPCOMING SAGE 100 ERP EVENTS (formerly Sage MAS 90) April 4, 2013 (8:30 - 10:30 AM) Breakfast Meeting: Business Insights/Balancing Bank Reconciliation

Sage 300 Construction and Real Estate 2013:

Improved user interface Improved performance with task startups Increased reporting speed Drop Inquiry content into Excel with a single click Proactive, comprehensive, and automated subcontractor and supplier compliance enforcement Drag and drop integration with Microsoft Outlook Improved Purchase Order and Inventory Integration with Accounts Payable and Job Cost and more!

Some new features available with this release: • • • •

Subcontractor and Vendor Compliance Electronic Updates to Government Forms Purchasing and Inventory Integration Improvements AP Electronic Payments Assistance

Are You Ready To Upgrade? If you subscribe to a Sage Business Care plan you should have automatically received the upgrade to Sage 300 Construction and Real Estate 2013. Please call us with any questions, or if you need assistance in planning your upgrade.

1 2 3 4

What’s New? Sage 300 Construction and Real Estate

Product Highlights Sage Construction AnywhereCRE Cloud Solution

In the Spotlight Sage Payment SolutionsCredit Card Processing

What’s Happenin’ 100th Breakfast Meeting


Sage Construction Anywhere: Go Where the Work Takes You In your world, decision making isn’t confined to a desk. Your construction team is constantly on the move – at job sites, with clients, and on the road.

By now, most of you have heard of one of Sage’s newest cloud solutions, Sage Construction Anywhere. Helping your remote team make informed decisions, Sage Construction Anywhere gives them secure, real-time access to Sage 300 CRE reports and project information anytime, anywhere, from phones, tablets and other web-enabled devices. With a new monthly subscription fee-based model for Sage Construction Anywhere customers, Sage is paving the way for businesses to leverage the efficiency of the cloud in their organizations. Beginning in March of 2013, Sage Construction Anywhere started offering two new valuable services: Time and Project Files.

Sage Payment Solutions - Credit Card Processing Did you know studies show that credit card spending is 2.5 times higher than cash spending and vendors accepting credit cards can increase their sales by 15 to 50 percent? Now is the time to open your window of opportunity to increase your sales. Sage introduces Sage Card Processing, the best integrated payment processing solution that fully integrates with your Sage product at a low cost. Having the ability to accept credit and debit card payments allows you to increase your cash flow while reducing costs associated with cash and checks. So what’s in it for you? • Quick merchant account approvals • The most secure and compliant processing solutions in the industry including full Payment Card Industry (PCI) certification, merchant validation/certification and PIN transaction security • Low processing rates • Reliable 24/7 free customer service • Secure 24/7 online transaction reporting at NO COST (includes batch, transactional and deposit data plus monthly statements) • An extensive inventory of Class-A Certified terminals or can reprogram compatible equipment • No equipment purchase required • Sage Payment Processing is provided for ALL major credit cards • Risk prevention specialists helping to protect your business As a Sage customer, receive these additional benefits:

Time – Tackles one of the most common areas of opportunity for construction companies; visibility to labor costs and profitability. By strengthening field-to-office communication and offering new capabilities to collect, review and approve employee timecard information, Sage addresses this challenge with this newest enhancement. If you have staff working in the field and you need to get time entries from their various locations, employees and supervisors can use an iPhone or Android app to quickly and easily submit employee time worked on a project and link it to activities performed (cost codes). Submitted time can then be reviewed and approved using the mobile app or online in Sage Construction Anywhere. Once finalized, the Payroll department can share the approved time with Sage CRE Payroll and Job Cost. Automating time collection and approval speeds up companies access to accurate, complete Payroll information, and to the Job Costing information needed to spot potential labor issues and profit erosion sooner.

Project Files – Makes it effortless to provide project teams online access to share and retrieve project documents, drawing and photos. With a central location for sharing and storing all files, everyone has access to the latest information available when planning and acting, including field staff. Foremen and superintendent have on-the-spot access while at the site ensuring they have all the details needed to make sure the work is done correctly the first time.

With the existing Project Reports service, Sage Construction Anywhere users can access Sage 300 project reports through any mobile device or PC. Integrating these newest enhancements, Sage 300 is dedicated to helping customers take their business to the next level. For more information Sage Construction Anywhere, call CPA Technology and talk to Fred at 610-862-0039.

• Our robust products handle millions of transactions and do so in a secure manner. • As a full-service provider, underwriting, customer support and loss prevention are handled in-house by Sage employees. • Our best in class in-house support teams can answer billing and statement questions, assist you with technical problems, and provide support with customer chargeback issues. • Our in-house loss prevention team provides customers with an early notification of potential fraudulent activity • Payments Integration - integrate your payments environment with your accounting or ERP system on the Sage Exchange platform Give Fred at CPA Technology a call at (610) 862-0039 for more information.

100th Breakfast Meeting of March 2013 CPA Technology would like to give a HUGE thanks to all those who attended our 100th Breakfast Meeting celebration and a special thank you to Will Ivy, Product Manager from Sage CRE who gave our attendees an exclusive look into Sage 300 CRE and its roadmap ahead.


Sage Construction Anywhere: Go Where the Work Takes You In your world, decision making isn’t confined to a desk. Your construction team is constantly on the move – at job sites, with clients, and on the road.

By now, most of you have heard of one of Sage’s newest cloud solutions, Sage Construction Anywhere. Helping your remote team make informed decisions, Sage Construction Anywhere gives them secure, real-time access to Sage 300 CRE reports and project information anytime, anywhere, from phones, tablets and other web-enabled devices. With a new monthly subscription fee-based model for Sage Construction Anywhere customers, Sage is paving the way for businesses to leverage the efficiency of the cloud in their organizations. Beginning in March of 2013, Sage Construction Anywhere started offering two new valuable services: Time and Project Files.

Sage Payment Solutions - Credit Card Processing Did you know studies show that credit card spending is 2.5 times higher than cash spending and vendors accepting credit cards can increase their sales by 15 to 50 percent? Now is the time to open your window of opportunity to increase your sales. Sage introduces Sage Card Processing, the best integrated payment processing solution that fully integrates with your Sage product at a low cost. Having the ability to accept credit and debit card payments allows you to increase your cash flow while reducing costs associated with cash and checks. So what’s in it for you? • Quick merchant account approvals • The most secure and compliant processing solutions in the industry including full Payment Card Industry (PCI) certification, merchant validation/certification and PIN transaction security • Low processing rates • Reliable 24/7 free customer service • Secure 24/7 online transaction reporting at NO COST (includes batch, transactional and deposit data plus monthly statements) • An extensive inventory of Class-A Certified terminals or can reprogram compatible equipment • No equipment purchase required • Sage Payment Processing is provided for ALL major credit cards • Risk prevention specialists helping to protect your business As a Sage customer, receive these additional benefits:

Time – Tackles one of the most common areas of opportunity for construction companies; visibility to labor costs and profitability. By strengthening field-to-office communication and offering new capabilities to collect, review and approve employee timecard information, Sage addresses this challenge with this newest enhancement. If you have staff working in the field and you need to get time entries from their various locations, employees and supervisors can use an iPhone or Android app to quickly and easily submit employee time worked on a project and link it to activities performed (cost codes). Submitted time can then be reviewed and approved using the mobile app or online in Sage Construction Anywhere. Once finalized, the Payroll department can share the approved time with Sage CRE Payroll and Job Cost. Automating time collection and approval speeds up companies access to accurate, complete Payroll information, and to the Job Costing information needed to spot potential labor issues and profit erosion sooner.

Project Files – Makes it effortless to provide project teams online access to share and retrieve project documents, drawing and photos. With a central location for sharing and storing all files, everyone has access to the latest information available when planning and acting, including field staff. Foremen and superintendent have on-the-spot access while at the site ensuring they have all the details needed to make sure the work is done correctly the first time.

With the existing Project Reports service, Sage Construction Anywhere users can access Sage 300 project reports through any mobile device or PC. Integrating these newest enhancements, Sage 300 is dedicated to helping customers take their business to the next level. For more information Sage Construction Anywhere, call CPA Technology and talk to Fred at 610-862-0039.

• Our robust products handle millions of transactions and do so in a secure manner. • As a full-service provider, underwriting, customer support and loss prevention are handled in-house by Sage employees. • Our best in class in-house support teams can answer billing and statement questions, assist you with technical problems, and provide support with customer chargeback issues. • Our in-house loss prevention team provides customers with an early notification of potential fraudulent activity • Payments Integration - integrate your payments environment with your accounting or ERP system on the Sage Exchange platform Give Fred at CPA Technology a call at (610) 862-0039 for more information.

100th Breakfast Meeting of March 2013 CPA Technology would like to give a HUGE thanks to all those who attended our 100th Breakfast Meeting celebration and a special thank you to Will Ivy, Product Manager from Sage CRE who gave our attendees an exclusive look into Sage 300 CRE and its roadmap ahead.


Vol. IX

Time-Saving Tip: Sage 100 Contractor - Attachments Retrieving details from original invoices, time sheets or other documents does not have to be a time-consuming task. Attachments (almost any computer file) can be added to nearly all records of original entry in Sage 100 Contractor. They can be Word documents, Excel spreadsheets, PDF’s, JPG photos, emails and attachments, scans in TIFF, plan files, hyperlinks to internet locations, or just about any other electronic file. Sage 100 Contractor also includes a drag-and-drop capability for Microsoft Outlook e-mails to be automatically added as attachments on the open record. The number of attachments you can append to a single record is unlimited. The Attachments function, though a worthwhile time-saving tool, is often overlooked or underused.

Get the most out of your software. Sign up for an event today!

V

isit our website at www.cpatechnology.com to register for our events and to view a comprehensive event calendar with a complete listing of upcoming trainings.

UPCOMING SAGE 300 CRE BREAKFAST MEETINGS (formerly Sage Timberline Office) April 17, 2013 (8:00 - 10:00 AM) Accounts Receivable/Contracts/Billing June 18, 2013 (8:00 - 10:00 AM) System Maintenance for Sage 300 CRE

May 16, 2013 (8:00 - 10:00 AM) Purchasing & Inventory for Sage 300 CRE

June 6, 2013 (8:30 AM - 4:30 PM) Boot Camp: Sage 100 ERP Distribution

May 2, 2013 (8:30 - 9:15 AM) July 11, 2013 (8:30 - 10:30 AM) Webinar: Fixed Asset Accounting Breakfast Meeting: Intro to Sage CRM

UPCOMING WEBCAST CLASS TRAINING | For Sage 300 CRE Dates TBD - Visit www.cpatechnology.com/training.html Beginning Report Designer Advanced Report Designer Beginning Crystal Reports Crystal Reports: Beyond the Basics Crystal Reports for Project Management

New Name, New Features

Designed specifically for construction companies, Sage 300 Construction and Real Estate 2013 (v.12) better arms construction companies to address the complexity, risk and time demands involved with tracking and managing subcontractor and vendor compliance associated with lien waivers, insurance and certified reporting. This latest release offers many exciting enhancements, including Sage Construction Anywhere integration, advanced subcontractor and vendor compliance capabilities, integration to Aatrix efiling services, updated menu styling and screen design to simplify the user experience, and improved Microsoft Outlook and Excel integration. Other enhancements offered in this release: • • • • • • •

UPCOMING SAGE 100 ERP EVENTS (formerly Sage MAS 90) April 4, 2013 (8:30 - 10:30 AM) Breakfast Meeting: Business Insights/Balancing Bank Reconciliation

Sage 300 Construction and Real Estate 2013:

Improved user interface Improved performance with task startups Increased reporting speed Drop Inquiry content into Excel with a single click Proactive, comprehensive, and automated subcontractor and supplier compliance enforcement Drag and drop integration with Microsoft Outlook Improved Purchase Order and Inventory Integration with Accounts Payable and Job Cost and more!

1 2 3

Some new features available with this release: • • • •

Subcontractor and Vendor Compliance Electronic Updates to Government Forms Purchasing and Inventory Integration Improvements AP Electronic Payments Assistance

Are You Ready To Upgrade? If you subscribe to a Sage Business Care plan you should have automatically received the upgrade to Sage 300 Construction and Real Estate 2013. Please call us with any questions, or if you need assistance in planning your upgrade.

4

What’s New? Sage 300 Construction and Real Estate

Product Highlights Sage Construction AnywhereCRE Cloud Solution

In the Spotlight Sage Payment SolutionsCredit Card Processing

What’s Happenin’ 100th Breakfast Meeting

Spring/Summer 2013 CPA Technology Newsletter  

Spring/Summer 2013 CPA Technology Newsletter: Sage 300 CRE, updates, important information, upcoming training events

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