System Manager

View all of your important daily sales information with the SageCRM dashboardSystem Accounts Payable, receivable and Sales Analysis dashboards What’s New in Sage Accpac 5.5?

Feature Description Benefit
Dashboards Up-to-date snapshots of your company’s financial and operational status. Allows executives to make better-informed, more timely decisions
Sage FAS Link Integrate Sage Accpac purchase orders or accounts payables. Easily track fixed asset purchases and ongoing monthly depreciation entries
General Ledger Account Rollup* Lets users create relationships between accounts. Saves time and resources, minimizes errors, and allows for easier account reconciliation and consolidation.
Multicurrency Revaluation Choose currency revaluation methods based on different international standards. Ensures compliance with currency translation standards enforced in different countries
Multiple Customer Billing (PJC) Invoice multiple parties to one contract for different facets of work. Keep control of your project costs, billing, and accounts receivable, even if you have to bill multiple customers for the same job.

*Available only in 500 Edition

What’s New in SageCRM? It’s now part of the Sage Accpac Extended Enterprise Suite!

Feature Description Benefit
SageCRM Integration Bidirectional data flow between Sage Accpac and SageCRM:

  • You can now share AP, AR, and aging and statistics information.
  • Analyze and update Sage Accpac data in SageCRM.
  • Create customer account documents from within SageCRM
  • Synchronize billing and shipping information
 Users will benefit from the bidirectional flow of data between Sage Accpac and SageCRM to manage customer interactions more effectively
Microsoft Outlook® Integration SageCRM offers in-depth integration with Microsoft Outlook:

  • New wizard-driven Outlook plug-in for easy deployment
  • Improved synchronization
  • Meeting organizer displayed on the SageCRM meeting screen
  • Improved multi-user appointment scheduling

New e-mail button to allow users to

 Users will benefit the seamless integration with Microsoft Outlook, giving them the power to manage e-mail and schedules more efficiently
Enhanced SageCRM Calendar The Day View in the SageCRM calendar has been redesigned to allow side-by-side display of overlapping appointments. Calendar interface is easier to use, and displays information more accurately
Customization Capabilities With the new Delete Field option, SageCRM developers and administrators can delete custom fields through the user interface without having to create code. And they can add new buttons or customize existing ones in the work area. System administrators now have the ability to further customize SageCRM to reflect their organizations’ unique business processes, making the system easier for all users
Windows Vista and Office 2007 Compatibility SageCRM is compatible with Windows Vista and Microsoft Office 2007. Sage CRM works with the latest Microsoft products and supports Microsoft Office.
Quotes and Orders Find Quotes and Orders information faster using expanded search criteria. You can even customize quotes and orders with your own notes and comments. Advanced search capabilities allow users to find, group, and manage Quotes and orders faster using a variety of search criteria.
Compatible With a 64-bit Operating System It is now possible to easily install SageCRM on a 64-bit Microsoft Windows 2003 server. Offers organizations the flexibility of using either 32-bit or 64-bit servers.

System Manager 5.4 Features:

  • Record encrypted credit card information in selected modules.
  • Specify a tax reporting currency and automatically calculate taxes in the source currency, functional currency, and the tax reporting currency.
  • Comply with International tax requirements with full control over taxing of retainage.
  • Utilize numerous options to take full control over the identifying details that get transferred to the General Ledger.
  • Take advantage of optional fields in lookups and financial reports.
  • Easily reconcile OFX bank entries and individual receipts within each deposit.
  • Print checks for multiple banks and languages when processing Accounts Receivable refunds.

What’s New - Sage Accpac Extended Enterprise Suite The Sage Accpac Extended Enterprise Suite lets you see your vital Sage Accpac data right from within the SageCRM application, giving you a complete picture of your customers and your sales and marketing data without having to switch applications. System Manager 5.3 Features:

  • Define all the optional fields you require for the applications you use in your business. The new Transaction Analysis and Optional Field Creator application is required to use the optional field feature.
  • Sign on using your Windows domain account. You can now sign on using your:
    • User ID and password.
    • Microsoft Windows user name and password. If you sign on to Sage Accpac using the same user name that you used to log on to Microsoft Windows, the password will not be requested.
  • Specify the server name for all databases (not only for SQL Server) that you are setting up using Database Setup. When you specify the server name, Database Setup automatically creates and configures DSNs.
  • Run macros in a Web browser.
  • Set up user security rights for Administrative Services windows.
  • Select a default paper size for reports that support printing on both letter/A4 and legal paper. When you specify the default paper size in the Print Destination window, reports such as the General Ledger Posting Journals, Accounts Payable Aged Cash Requirements and Aged Payables, and Order Entry and Purchase Orders Posting Journals will automatically use your paper size selection.
  • Use the included Crystal Enterprise 10 Express.

NOTE – If deployed on the Pervasive Database, System Manager 5.3 requires Pervasive.SQL 8.6. Of course, IBM DB2, Oracle, and Microsoft SQL Server remain deployment options as well. System Manager 5.2 Features:

  • Automate your bank reconciliation process. System Manager 5.2 uses Open Financial Exchange (OFX), a file format that lets you download bank data electronically. If your bank has a Web site that supports OFX and you have an Internet connection, you can download a copy of your bank statement from your financial institution’s Web site and reconcile your bank automatically.
  • Set up enhanced security for your system and your users:
    • Set up these security features globally:
      • Force password changes.
      • Force structure on passwords (for example, require all letters).
      • Enforce password length.
      • Prohibit a user from re-using a password.
    • Set up the these user-specific security features:
      • Force a user to change the password at the next logon.
      • Prohibit a user from changing the password.
      • Prohibit a user password from expiring.
      • Restrict a user’s logon days and time.
      • Disable a user’s account.
      • Determine whether a user’s account is locked out

Manager 5.1 Features:

  • Take advantage of a SOAP (Simple Object Access Protocol) interface to the business logic objects to enable Web service-based integration.
  • Display and run desktop customizations set up in our traditional desktop when running in a Web browser.
  • Take advantage of enhanced performance.
  • Use three new options to determine sub-ledger integration with General Ledger.
    • Specify whether to display a warning, error or nothing when entering transactions in a locked fiscal period by using the Locked Fiscal Periods option.
    • Specify whether to display a warning, error or nothing when entering a general ledger account number for an inactive account by using the Inactive G/L Accounts option.
    • Specify whether to display a warning, error or nothing when entering a general ledger account number that has not been set up in General Ledger by using the Non-existent G/L Accounts option.
  • Use new General Ledger options for Bank Services.
    • Specify the date, fiscal year and period for which reversing payments and returned receipts will be posted by using additional fields.
    • Specify the information that you would like to pass to General Ledger by using the reference and description fields in Entries for Bank Reconciliation’s.
    • Keep your bank account and General Ledger in balance at all times by posting bank entries at any time – not just during bank reconciliation.
    • Reconcile deposits using a select mode or direct mode method by using additional reconciliation options. Select mode lists all deposits and direct mode lists specific deposits.
  • Take advantage of tax class tax exemptions for specific authorities. The sub-ledgers will set the tax amount and the tax base for tax authority and classes that are exempt to zero.
  • Benefit from surtax calculations on tax amounts for specified tax authorities.
  • Use new Finder options.
    • Highlight a field using color for the text or the background using color options.
    • Decide the starting point for the Finder. Start the Finder in the Filter field or in the first line of the display using the Search First option.
    • Search on any field including number fields.
    • Use field descriptions or internal field names as column headings with the Field Name as Column Heading option.
    • Display all the processing fields using the Columns option. Include the default selection or add the required fields. The Finder respects a user’s security rights. If the user does not have rights to view information (such as cost information), the information is not displayed.
    • Export the listing to a file.
  • Import and export in XML format.
  • Print collated and double-sided reports.

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