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Welcome back!

 

Hello everybody,

 

As Spring swiftly approaches and the 4th quarter of 2007 looms ahead, everyone at here Enabling simply can't believe how quick this year has gone by. It was only in February this year that Enabling was officially launched and here we are sending out our second newsletter to our wonderful clients and getting ready for a very busy 4th quarter. We hope that everyone can find something in our newsletter to enjoy as we've jam packed it with as much interesting and important information as we could.  All you need to do now is sit back, read and enjoy..

 


Enabling IP Website: www.enablingip.com

Enabling IP is an associated company to Enabling that is focused on building and supporting quality software components that enhance the functionality offered by Sage Accpac ERP, Sage Timberline and Sage CRM. Since our last newsletter the Enabling IP site has been launched which provides information on our extensive range of Certified Sage developer products.


Enabling IP in the USA

Enabling IP is pleased to announce the opening of our first North American office. Enabling IP NA, based in Portland, Oregon is managed by former Sage CRE employee Scott Drushella and will provide sales and marketing assistance to the local market. Starting in September David Hardy will join the NA office and will be providing technical assistance including helpdesk support, training, implementation and report design.

 
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Launch of Sage CRM v6                                                                                     

On the 13th August, Sage officially launched Sage CRM v6 into the Australian marketplace. The product is compatible with Sage Accpac ERP 5.4 and Sage Pro ERP 7.4. SageCRM v6 introduces new user training tools, including instructional feature tours and on-screen coaching; new data management features including expanded search queries and grouping functionality; and enhanced system administration capabilities.

Key Features
Key benefits of SageCRM v6 include:

  • New Training and Coaching Functionality

  • New Search Functionality

  • Groups Feature

  • Enhanced Outlook Integration

  • Improved Territory Management

  • Mass Update

  • Simplified Field Level Security

  • Usability Enhancements

  • Enhanced CTI Integration

In addition, there are many more touch points created with Sage Accpac ERP modules, including Project & Job Costing, Purchase Orders, and RMA modules. Users can not only inquire on historical and current transactions from these modules, but also create new purchase order transactions from within SageCRM.

For more information about Sage CRM please contact your local Enabling office or visit the Sage website at  www.sagecrm.com.au

Greentree Release Autoscan Module

Greentree has recently released a module called Autoscan. Autoscan provides for electronic storage of source documentation such as accounts payable invoices, proof of deliveries, etc. These electronic files are fully cross referenced to the relevant Greentree database record. Source documents are barcoded, either with automatically generated barcodes by Greentree or preprinted bar codes. These source documents are then scanned in bulk and processed by Autoscan. The automated technology in Autoscan identifies the bar code on each page of the source documentation and automatically separates the image and attaches it electronically to the related Greentree business database record.

Autoscan preferences and module control settings allow you to define which Greentree Record Types make use of Barcoding. If optional or compulsory for a Record Type, then a dialogue is displayed when a new record is created which allows you to enter the barcode. If Autoscan is in use a Barcode field is available on Greentree Attachments. When an attachment is created for a barcoded record type, then you need to enter a Barcode or you can make use of an automatically generated barcode.

 

 

 

 


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Crombie and Price

Oamaru-based healthcare and food product distributor Crombie and Price needed to overhaul its facilities to improve efficiency, cut costs, and upgrade its operations. The company needed a solution to digitise its workplace and warehousing. An aging Attaché accounting system was no longer up to the job, and it could not interface to bar-code scanning systems needed to automate warehouse processes.

Solution

Enabling delivered an enterprise resource planning (ERP) solution based on Microsoft Dynamics AX, replacing the old accounting software. Among the critical requirements were reduced monthly processing, real time sales reporting, flexible management reporting and capability to handle Crombie’s requirement for dual invoicing, where income for an item might be a mixture of government and private funding—since every prescription item sold has some amount of subsidy. This required substantial customisation.

“We created a specification, and then went through a three day workshop with Enabling, walking through the design,” says Crombie Operations Manager, Trevor Lee. “We worked through all of the processes, one module at a time, matching specification to implementation details as well as learning about all the features.” Other requirements included a need for standardised business processes and transparent operation to support succession management, plus better handling of enquiries from users. Business processes were to be improved through more accurate and timely information. In the warehouse, picking routes for taking items from shelves needed to be optimised for immediate benefits and also to pave the way for an automated system in the future.

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Tips and Tricks

Tip 1) 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.

Tip 2)  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, and then select downloaded bank statements and click OK.

Tip 3) Sage Timberline Tip:How to save a report as an Excel spreadsheet?

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].

 

Tip 4) Sage CRM Tip: Save time and money with SKYPE

Does your CRM system look like this? Can you easily save money using SKYPE to talk to all of your contacts?

 

Installing the SKYPE plug-in for internet explorer gives you direct dial functionality in CRM.  What it does is examines all the screen content of your browser window and if it identifies a phone number it configures that number as a hyperlink which it can dial using SKYPE out functionality.  And the best part is, other than the skype out credits to actually make the call the rest is free.

 


 

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Enabling Client Workshop Series: 13th - 21st September 

Coming to a town near you!

Enabling want to provide our customers with an opportunity to learn more about the software they are currently using to run their business.  Our team will be showcasing how our business solutions have enhanced other local businesses, giving you some insight to what other possibilities are available when you are using the Sage Accpac ERP, CRM & Greentree to their advantage. We will also have our specialist consultants on hand, answering questions, demonstrating and providing valuable tips on using Sage Accpac and Greentree

 

 If you are eligible one of the workshops you will receive an invitation via email informing you of the date, time and location of your workshop. Because there are limited numbers for each workshop the best way to secure your seat will be to RSVP as quickly as possible. Use the links provided below to download a copy of a invitation so you can  get in before the rush.

 

Australian Workshop Invitations


Brisbane

18th September

Melbourne

20th September

Sydney

19th September

 

New Zealand Workshop Invitations

 

Auckland  Accpac Workshop

17th September

Christchurch Greentree Workshop

20th September

Dunedin Accpac Workshop

14th September

Dunedin Greentree Workshop

13th September

Wellington Accpac Workshop

21st September

Wellington Greentree Workshop

21st September

 


Note: Check your invitation for times and dates.

 

Smart Net Events - Enabling & Sage Sponsored

Enabling and Sage have become the main sponsors for the SmartNet Workshops for 2007. Since 1997 SmartNet has helped organisations keep up to date with business and technology trends, opportunities and issues and connected key decision-makers via regular events and meetings. SmartNet is the largest New Zealand-based innovation network linking the private and public sectors to facilitate new opportunities for New Zealand enterprises.

The events are held throughout New Zealand with the next round of events kicking off in November with Piet Beukman discussing Matrix Thinking. Created by Roger La Salle as an innovative thinking tool and captures a lifetime of work in conceiving winning innovations and business opportunities. Experience in many worldwide application areas has NEVER failed to provide a patentable new opportunity in under 12 SECONDS, once people understand Matrix Thinking.

For more information please visit www.smartnet.co.nz

 

 Enabling Office Input
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Enabling is a company that values their employees, when new arrive we like to welcome them with a celebration and when others leave we show our appreciation by throwing them a celebration (we like to celebrate). So as part of our quarterly news letter we would like to pay tribute to our departing colleagues and introduce our new members of the team.

Hello

Hello and a big welcome to Wendy Thompson, Dileep Kizhakinkara, Amit Patil and Joanne Little – who have all joined as new team members in the Melbourne office. Enabling NZ welcomes to Altamash Askari, Roberto Tan, Jonaid Alam to the ever growing Dynamics Ax team. We also have Jos Adams who joined the company recently is again on the move, not offices, this time she is joining the sales team in Auckland.  And a big g'day mate to our first US employee Scott Drushella who is charge of Enabling NA.

Goodbye

The Melbourne office was very sad to farewell Darren Smith who has been a valued member of the team for over 5 years. We sent him off in style at the Strike bowling alley last Thursday evening, and we may have even let him win! Darren and his family have decided to make a green-change and are moving to Rutherglen, the wine centre of Victoria, to run a small hotel. We are happy to report that Darren has offered his expertise in a number of areas on an ongoing basis so be sure to keep an eye out……

The Brisbane office recently said farewell to Mike Drewek who has been their Timberline salesman for the last 7 years. Mike who has been an integral part of the office, decided that he would fulfil his life long dream of becoming a writer and now that his mortgage was paid off thought it was time to give it a go. We sent Mike off with nice Friday lunch and some celebration drinks and we wish him the best in his new career.

Martin Trumpelmann will be leaving Enabling NZ to pursue other opportunities; Martin joined Enabling with the acquisition of Server Group - some three years - and has been heavily involved in the successful transition of many of the DOS clients to the Sage Accpac windows product in Auckland. He goes with our thanks for his all efforts and we extend our best wishes to him and his family for the future.


Reduce your Stress:

Here at Enabling we find that things work better around the office when the stress levels are down and people are actually happy when they are at work. So we thought we might share some of our stress reducing tips so that you can make your office just that little bit better to work at. :)

Five ways to instantly fix your work stress

1. View your current crisis as a challenge. This will turn it into an adventure rather than a disaster.
2. Don’t panic. If you're calm, the people around you are likely to stay calm too, which will relax you later on. Taking yourself away from where you are (try a walk around the block) can get rid of physical stress.
3. Talk to other people, especially people who have experienced something similar and may have ideas about practical solutions.
4. Decide what's within your power to change, and focus on that. Taking action will help stop you worrying, as you'll feel you’re on the road to sorting out the problem.
5. Things may feel grim now but remember that the crisis will finish and this stress is short term. If you remember there will be an end, it’s easier to get through the problem now.


Biscuits for Blood:  

Melbourne

In late July, five members of the Enabling team braved a frosty Melbourne evening to donate blood. With 4 newcomers and one experienced campaigner there was plenty of moral support and we’re happy to report that apart from one case of near-hypothermia ( Sarah), all went well and we’re on schedule for our next donation in September. We would encourage everyone to seek out their closest Red Cross donor centre and give up a pint or two. Please note for that for your efforts you do get rewarded with lollies, cheese and biscuits!

Brisbane

The Brisbane office has continued their proud tradition on of giving blood with five members making their 4th visit this year. The co-operation of the Enabling management to allow their staff to take time off work to give blood is testimony to the importance placed on this quarterly event. With Steve the Red Cross bus driver ready to pick you up from your office and deliver to the donation centre it just couldn't be easier. Plus they give you a good feed before you leave which is always a good thing.

Contact Us
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Australian Offices -1800 ENABLING

Victoria - Contact

New South Wales - Contact

Queensland - Contact

New Zealand Offices - 0800 ENABLING

New Zealand - Contact


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Unsolicited Electronic Messages Act 2007

On 06 September 2007 the Unsolicited Electronic Messages Act 2007 comes into force in New Zealand. To comply we need your consent. This can be express consent or inferred consent.

As a valued customer of Enabling we will be regularly sending out newsletters informing you of up coming events and other promotional information with respect to the services and products that we offer.

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