Enabling Customer Briefing Tips: Collection.

Download a collection of Sage Accpac & Sage CRM Tips & Tricks (Oct - Nov 2008)

Download a collection of Greentree Tips & Tricks (Nov 2008)

Sage Client Day Tips: Collection.

Download a collection of Sage Tips

1. Sage CRM Tip: Recently viewed lists.

The Recent List can be viewed on the top left-hand corner of your screen. It allows you to quickly select and return to the company, person, opportunity, lead, case, or solution you were most recently dealing with. The last 20 items you have viewed will appear on the Recent List. The Recent List can be activated by clicking on or hovering over the Recent button. You can define how you want to activate the the list from the Preferences tab in My CRM.

As well as returning to a specific opportunity, case, company or person, selecting one of the recent list heading icons returns you to the corresponding find page. For example, selecting the Person heading icon, displays the person Find page. Selecting Clear, clears the list.

2. Sage CRM Tip: How can I add a custom Dashboard to My CRM?

A custom Dashboard lets you display the information you access most often on one single screen. You can display lists of accounts, list of opportunities, report charts, saved searches with lists of opportunities or cases meeting certain criteria (e.g. high priority, cases due next week, cases closed last month).

You can have more than one Dashboard for each user, just use the drop down on the Top Left of the Dashboard screen to select the Dashboard you want to use. Dashboards can be setup by Admin users and customised by each user under My CRM. For further details, refer to the CRM User Guide.

3. Sage Timberline Tip: Steps to adjust an Invoice in the Accounts Receivable Module.

• From the Tasks menu, select Adjust Receivables.
  
• Enter the customer in the Customer box.
  
• Enter the date that you want to use for the adjusting transactions in the Accounting Date box.
  
• Select All Activity in the View box.
  
• Select the invoice you need to adjust.
  
• Unapply all cash receipts applied to the invoice.
  
• Select the invoice and click Adjust.
  
• In the Invoice Adjustment window, select an adjustment type from the Adjustment Type list.
  
• Select the Print Document check box if you want to print an adjustment memo.
  
• Type the appropriate date in the Adjustment Date box. Note: The Adjustment date is for reference only. The Adjustment date appears on the memo but does not affect the accounting date used to post the transactions.
  
• Type any reference and description information in the appropriate boxes.
  
• In the upper-right part of the window, type the amount that you want to adjust in the Adjustment and Retainage held boxes. The amounts pre-fill with the current out standing amounts unless the Adjustment type is: Billed Debit, AR Debit, Customer Credit, or Customer Debit. For example, if you type 500.00 in the Adjustment box and the Adjustment type is a Billed Credit, the invoice is reduced by 500.00.
  
• Click Distributions and verify that the amounts in the Amount and Retainage columns are distributed to the correct invoice items. You can change the amounts if the adjustment was not distributed to the correct line items. Note: for a Billed or AR Debit adjustment type, the amount does not pre-fill and you have to manually enter it.
  
• Click Finish twice.

In Sage Timberline Office Accounting and Management CD version 9.4.0 and later, you can export reports to a Microsoft Office Excel Workbook (*.xls):

• From the Reports menu of any application, select the report.
• In the Print Selection window, click [Printer Setup].
• Select the Print to file check box, and then click [Select File].
• Browse to the folder in which you want to save the file and enter the file name.
• In the Save as type list, select Microsoft Office Excel Workbook (*.xls), and then click [Save].
• Click [OK], and then click [Start].

5. Sage Accpac Tip: Correct an A/R customer cheque that was accidentally posted to the wrong customer account / code.

Use Bank Services, Return Customer Cheque process to reverse the posting. Upon completing, post the check to the correct customer code in Accounts Receivable.

How do I reverse a check?
Use Bank Services, Reverse Checks.
Choose the bank from which the check was written.
Choose Direct Mode or Select Mode for selecting checks.

• If you issue a lot of checks, Direct Mode is faster. If you issue relatively few checks, use Select Mode.
  
• Using Direct Mode lets you specify one or more checks to reverse, or lets you choose individual checks from the Finder.
  
• Specify the number of the check (or check number range) in the From and To Check fields.

  OR
  

• Click in the columnar section of the window, and press the Insert key. Then type a check number or press the Finder button to search for the check you want to reverse.
  
• Using Select Mode lets you scroll through a list of checks and select the ones to reverse.
  
• Double-click the check you want to reverse.

Select or specify the check to reverse, then change the reconciliation status to Reversed. If you are using Direct Mode, specifying the check sets the status to Reversed. To change it back to Outstanding, choose Select mode, then change the status. The program updates the Status Change Date with the Windows system date.

Tab or scroll to the Reversal Description column and enter the reason for the reversal.
Reverse more checks, if necessary.
Click Post when you are finished.

6. Sage Accpac Tip: Automate account reconciliation by importing bank and credit card statements.

If your bank offers online services that support the Open Financial Exchange (OFX) data format then you are about to become friends with true productivity. Assuming you have AP, AR and bank services activated, you will need to open the banks dialog box to check that you have entered the correct numbers in the bank account field (no punctuation, no dashes, and no spaces) and in the transit number field for each bank that has a statement you will download. Now, from the bank reconciliation folder, click File, Import, then select downloaded bank statements and click OK.

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