We are pleased to announce our official expansion into Chicago, Illinois! Net at Work’s Chicago office extends our coverage across the Midwest, building on our presence in Wisconsin and Michigan. Our on the ground team will deploy and support Sage software products including Sage ERP X3, MAS 500, MAS 200, MAS 90, Accpac, Sage SalesLogix, Sage CRM and Sage HRMS.
Read the full news release here
Click here for Sage Software Support in Chicago
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Hello Chicago! Net at Work Sets up Shop to Support Sage ERP CRM HRMS in Illinois
Blog
08 Nov 2010
Review of MAS 90 MAS 200 v4.4 Product Update 3
The Sage MAS 90 and 200 roadmap, that Sage published earlier this year, called for more frequent, easy-to-install, focused enhancement releases. And Sage has delivered, providing customers on maintenance plans with three Product Updates since Version 4.4 shipped earlier this year. Here we will cover Product Update 3 (Version 4.40.0.3) that became available September 2010.
In this third Product Update, Sage delivers new customer-requested functionality focusing on the Bank Reconciliation module, to streamline workflow and resolve bank reconciliation pain points.
Smooth General Ledger Posting
When you receive your bank statement there are usually transactions, such as adjustments and bank fees, that are not yet in your Sage ERP MAS 90 system. Product Update 3 improves the workflow for these entries, allowing you to enter the adjustments and post to the General Ledger directly from the Check, Deposit and Adjustment Entry, and Reconcile Bank screens. You also can efficiently convert the Bank Reconciliation Report and Bank Reconciliation Transaction Register to a PDF format for easy electronic filing and distribution to others, using new Bank Reconciliation Paperless Office features. New Columns Facilitate Workflow
The improved flow of information to the General Ledger is accomplished via new columns on the Check, Deposit and Adjustment Entry screen. The new columns are: Select for General Ledger Posting, Distribution Account Number, and Comment for Checks. These fields also are available when entering checks, deposits, and adjustments on the fly. The information that you put in the comment field will flow through to the General Ledger when the transactions are posted. Quick Access To Bank Recap
Another customer enhancement request is the ability to access the Bank Recap Report and the Bank Reconciliation Register more quickly. With Product Update 3, you can access both of these reports from buttons located on the Reconcile Bank window. New Transaction Register
A new Transaction Register task has been added to the main menu for Bank Reconciliation to provide the ability to post selected transactions to the General Ledger module. You also can print the Transaction Register directly from the Check, Deposit and Adjustment Entry, and Reconcile Bank screens. To safeguard against unintentionally creating duplicate entries, posting only is allowed for those transactions entered directly into the Bank Reconciliation module. New Security Events
The new workflow includes added security events in Role Maintenance to restrict who can use the new features: For the Bank Reconciliation Transaction Register a new Allow Updating of Registers from Preview is added as a standard security event. For the Bank Reconciliation module a new Allow Access to the Select for G/L Posting Setting for Check Entries and Allow Access to the Select for G/L Posting Setting for Deposit and Adjustment Entries are added as standard security events. Paperless Office For Bank Reconciliation The Bank Reconciliation module goes green and joins the other core modules with the ability to create a PDF file of Bank Reconciliation reports. You can choose to print the Bank Reconciliation Report and Bank Reconciliation Transaction Register by specific bank codes, or by all bank codes. Flexible Paperless Office features give you the ability to easily e-mail or fax the PDF documents. Once converted, the Bank Reconciliation Report and Bank Reconciliation Transaction Register can be saved in the archive for easy recall, with complete security. Microsoft Office 2010 Compatible
With the release of Product Update 3, Sage ERP MAS 90 and 200 now are compatible with the latest version of Microsoft Office, Office 2010. Now you can take advantage of the new features of Office 2010 when creating mail merge letters or exporting to Excel from Sage ERP MAS 90 and 200. Available Via Download
Product Updates have been designed to be easy to download and install. The compact file containing Product Update 3 can be downloaded from Sage Online. Product Update 3 includes a Pre-Installation Data Scan utility to help identify any data issues prior to installation, thus mitigating the possibility of running into trouble with data conversion. Please give us a call for assistance with the Product Update or with your questions about the new features.
When you receive your bank statement there are usually transactions, such as adjustments and bank fees, that are not yet in your Sage ERP MAS 90 system. Product Update 3 improves the workflow for these entries, allowing you to enter the adjustments and post to the General Ledger directly from the Check, Deposit and Adjustment Entry, and Reconcile Bank screens. You also can efficiently convert the Bank Reconciliation Report and Bank Reconciliation Transaction Register to a PDF format for easy electronic filing and distribution to others, using new Bank Reconciliation Paperless Office features. New Columns Facilitate Workflow
The improved flow of information to the General Ledger is accomplished via new columns on the Check, Deposit and Adjustment Entry screen. The new columns are: Select for General Ledger Posting, Distribution Account Number, and Comment for Checks. These fields also are available when entering checks, deposits, and adjustments on the fly. The information that you put in the comment field will flow through to the General Ledger when the transactions are posted. Quick Access To Bank Recap
Another customer enhancement request is the ability to access the Bank Recap Report and the Bank Reconciliation Register more quickly. With Product Update 3, you can access both of these reports from buttons located on the Reconcile Bank window. New Transaction Register
A new Transaction Register task has been added to the main menu for Bank Reconciliation to provide the ability to post selected transactions to the General Ledger module. You also can print the Transaction Register directly from the Check, Deposit and Adjustment Entry, and Reconcile Bank screens. To safeguard against unintentionally creating duplicate entries, posting only is allowed for those transactions entered directly into the Bank Reconciliation module. New Security Events
The new workflow includes added security events in Role Maintenance to restrict who can use the new features: For the Bank Reconciliation Transaction Register a new Allow Updating of Registers from Preview is added as a standard security event. For the Bank Reconciliation module a new Allow Access to the Select for G/L Posting Setting for Check Entries and Allow Access to the Select for G/L Posting Setting for Deposit and Adjustment Entries are added as standard security events. Paperless Office For Bank Reconciliation The Bank Reconciliation module goes green and joins the other core modules with the ability to create a PDF file of Bank Reconciliation reports. You can choose to print the Bank Reconciliation Report and Bank Reconciliation Transaction Register by specific bank codes, or by all bank codes. Flexible Paperless Office features give you the ability to easily e-mail or fax the PDF documents. Once converted, the Bank Reconciliation Report and Bank Reconciliation Transaction Register can be saved in the archive for easy recall, with complete security. Microsoft Office 2010 Compatible
With the release of Product Update 3, Sage ERP MAS 90 and 200 now are compatible with the latest version of Microsoft Office, Office 2010. Now you can take advantage of the new features of Office 2010 when creating mail merge letters or exporting to Excel from Sage ERP MAS 90 and 200. Available Via Download
Product Updates have been designed to be easy to download and install. The compact file containing Product Update 3 can be downloaded from Sage Online. Product Update 3 includes a Pre-Installation Data Scan utility to help identify any data issues prior to installation, thus mitigating the possibility of running into trouble with data conversion. Please give us a call for assistance with the Product Update or with your questions about the new features.
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ERP
11 Apr 2020
Quick Start Package: Automated Clearing House (ACH)
Net at Work’s ACH Quick Start enables clients to set up secure electronic payments for Accounts Payable using the Automated Clearing House network (ACH). ACH is an electronic network for financial transactions in the United States that is supported by most banks via a mostly standard file format.
While the bank file transmission methods and the exact file requirements do vary by bank, Net at Work’s ACH Quick Start will install and configure ACH and provide the tools and training you need to complete the configuration requirements and test the files with your bank.
KEY FEATURES:
Consulting on ACH processes for Accounts Payable, bank requirements, and security options
Installation and configuration of a standard ACH Accounts Payable file format in one live and one pilot folder
Modifications to the ACH file format for any bank-specific requirements
A Visual Process Flow in Sage X3 to represent associated processes in Accounts Payable
Remote training session for up to 2 users on the configuration requirements and use of the file
ACH How To Guide for Sage X3 users
Support for testing ACH with the bank
OPTIONAL: Confirmation email to the supplier to alert them of pending ACH payment
QUICK START PROCESS:
Step 1 – Net at Work meets with you to review options available with the bank and specific requirements
Step 2 – Net at Work installs the standard ACH file format and Visual Process Flow via patch
Step 3 – Net at Work configures the file based on specific bank requirements and configures required payment method and payment term
Step 4 – Remote Training session for up to two Accounts Payable Sage X3 users
Step 5 – With Net at Work’s support, you complete the configuration requirements in Sage X3 master data and test the ACH payable process with the bank PRICING INFORMATION: $4,995 for the first bank account | +$1,995 for each additional bank account
+$1,495 for optional email notification to suppliers (Software and T&E not included) For more information, click here or contact us. Net at Work and COVID-19: Resources for Sage X3 Users
Step 2 – Net at Work installs the standard ACH file format and Visual Process Flow via patch
Step 3 – Net at Work configures the file based on specific bank requirements and configures required payment method and payment term
Step 4 – Remote Training session for up to two Accounts Payable Sage X3 users
Step 5 – With Net at Work’s support, you complete the configuration requirements in Sage X3 master data and test the ACH payable process with the bank PRICING INFORMATION: $4,995 for the first bank account | +$1,995 for each additional bank account
+$1,495 for optional email notification to suppliers (Software and T&E not included) For more information, click here or contact us. Net at Work and COVID-19: Resources for Sage X3 Users
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CRM
13 Apr 2011
Sage CRM Launches Powerful Exchange Engine
The beauty of working with a provider like Sage Software is that they listen. They actually listen and take advice from partners and clients when there are better ways to do something and they invest some time, resources and money to get it right. Just this month they have launched their newest version of Sage CRM with a completely new Exchange integration that removes client side synchronization and puts everything in the hands of the CRM and Exchange server.
With the latest versions of the iPhone interface and a newly improved BlackBerry client the new integration means that mobile users will stay synchronized in Outlook or in CRM with their calendars no matter where they are adding their meetings or scheduling their time. As all of the industry analysts were telling us last year that mobility and ease of use would be the most important thing to look for in 2011 Sage has given us a great start. Our Net at Work infrastructure team is also very excited because some of our smaller clients finally have the justification they need to deploy Microsoft Exchange as either an in house or hosted Mail Server.
This short video shows how to configure Exchange Integration
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