LLB Partners Blog

     LLBPartners.net info@llbgroup.com 215-654-0800 What's New in Sage 100 Version 2024 Sage 100 version 2024.0 offers over 20 new features and enhancements to support our active customers. This document provides an overview of a few exciting features. Benefits of Sage 100 Release 2024.0 Advanced Capabilities and Flexibility Comprehensive compliance–elevated data protection and thorough audit trails. Enhanced user experience–navigate Sage 100 more intuitively. Improved efficiency–streamlined workflows and new automation features. Extended flexibility–tailor to fit your unique business requirements. Inventory Management Delete Warehouse and Change Warehouse Utilities–Easily manage virtual storage spaces, eliminate obsolete warehouses, and modify existing ones to adapt to changing business needs. Item Description Suppression–Improve workflow efficiency with an option to suppress extended item descriptions in grids, reducing distractions during data entry. Production

     LLBPartners.net info@llbgroup.com 215-654-0800 How to enable and setup ACH in Sage 100 Enable ACH in AP Options Click the ACH tab, and select the Enable ACH Electronic Payments check box. For more information, see Accounts Payable Options - Fields. Use the remaining fields to define options for electronic payments. Make sure the necessary users have access to the payments folder you choose. Click Accept. Set Up Your Bank for ACH Payments   Obtain your banks' requirements for how ACH files must be structured. Many banks accept the default selections in ACH Interface Maintenance, but some require you to manually modify the settings. Select Accounts Payable Setup Menu > ACH Interface Maintenance. Select the bank code to set up. On the Main tab, enter the information about your bank account. Select the Pre-Note Approved check box only after the bank has approved your pre-note submission. Click the Records and Additional tabs to select options that determine how the ACH file is

    LLBPartners.net info@llbgroup.com 215-654-0800 Set up and transfer balances to a CC Vendor Cut down on data entry by using the built in ‘Transfer Balances’ feature to making paying with a credit card a simple part of your accounts payable workflow. Set up and transfer balances to a CC Vendor Open Accounts Payable, Main, Vendor Maintenance Enter the vendor number used to pay the credit card company or add the vendor if it does not already exist. On the Main tab, check the box for Credit Card Vendor and accept. Create the invoices that were paid by credit card on the vendor account by processing an Accounts Payable, Invoice Data Entry or Purchase Order, Receipt of Goods with an invoice number or Receipt of Invoice. Open Accounts Payable, Main, Invoice Data Entry, select the Credit Card Vendor account and enter an invoice number  (ie. Jan 2016) to create for payment on that account and enter the total amount to transfer. On the Lines tab, click the Transfer Information button to open

  LLBPartners.net info@llbgroup.com 215-654-0800 Enhancement: Automatically Create Cash Receipt for Sales Order Deposit Sage 100 out-of-the-box requires a cash receipt to be manually entered when a deposit is recorded in a Sales Order. This customization automates this process, creating a new deposit in cash receipts for a GL distribution against the customer deposit account listed in S/O Options. When a deposit amount is entered, the user is prompted asking if a cash receipt should be created.    If they click yes, a deposit is created in the batch SODEP (if enabled). Each sales order deposit goes into its own AR Cash Receipt Batch. The batch information is brought back to the sales order. If the sales order has a deposit number associated with it already then, the user will not be prompted to create a cash receipt if the deposit information on the sales order is changed. Note: Any changes to the sales order deposit will need to be manually changed to the cash receipt deposit. For e

LLBPartners.net info@llbgroup.com 215-654-0800 In today's fast-paced corporate climate, staying ahead of the competition requires effective operations, increased efficiency, and precise business analytics. That's where Visual Cut by Millet Software comes in as a game-changer for businesses using Sage 100 Cloud as their ERP solution. This robust reporting and document management solution offers a range of features that can significantly improve Productivity, efficiency, and well-informed decision-making within your company. How Visual Cut Enables Businesses Utilizing Sage 100 Cloud: 1. Streamlined Reporting: Visual Cut streamlines and automates the reporting process, saving your team time and effort. I t offers a user-friendly interface for creating, customizing, and scheduling reports, ensuring timely and accurate information for important stakeholders. With Visual Cut, you can easily develop and publish comprehensive financial reports, sales analytics, inventory summaries,

LLBPartners.net info@llbgroup.com 215-654-0800 To access the Sage 100 Cloud Portal, use the following address: https://sage100na.sagepartnercloud.com There you will be promoted to enter the username and password you used to sign up for the Sage Cloud. Once logged in you will have access to standard published apps, as well as any custom apps for your system. ·          Sage 100 – Launches just Sage 100. ·          Data Drive – A windows explorer giving you access to the Sage 100 folders. ·          Virtual Machine Access – Launches a complete remote desktop, giving you access to Sage 100, data drives, and any other programs installed on your cloud. If you are using Microsoft Edge to access the portal you will have the option to chose Windows Mode, or Browser mode for your apps. If you use other browsers such as Chrome or Firefox then Browser mode will be the only available option. ·          Browser Mode - any app you launch will be opened inside a webpage. ·          Windows Mode