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What's New in Sage ACCPAC ERP 5.3
Sage ACCPAC ERP 5.3 includes a number of new features designed around providing users
with more access to critical data. Included in 5.3 will be unlimited optional fields throughout all
Sage ACCPAC ERP
applications and modules.
Optional fields allow businesses to customize Sage ACCPAC ERP and provide
comprehensive reporting and analysis capabilities across the entire accounting system. Businesses will be able to manage their own information more effectively and will be able to
obtain the information they need to analyze business operations and practices.
Version 5.3 will let you capture the information you need to compete successfully. The
new Transaction Analysis and Optional Field Creator application gives you the flexibility of defining all the information you require in your business for each General Ledger account,
customer, vendor, item, transaction, and transaction detail. The optional field feature makes it easy to record and track the information you require from the originating transaction
through to your General Ledger. Imagine being able to trace the optional field information you define for your customers and items to your Order Entry orders, to your Order Entry
shipments, to your Order Entry invoices, to your Accounts Receivable invoices, to the General Ledger journal entry and account. You can now analyze each individual transaction as well
as General Ledger account activity and balances. Sage ACCPAC ERP optional fields . . . unlimited power.
System Manager:
ü
Define all the optional fields you require for the Sage ACCPAC ERP applications you use in your business. The new Transaction Analysis and Optional Fields Creator application
is required to use the optional field feature.
ü Sign
on to ACCPAC using your Windows domain account. You can now sign on to ACCPAC using your ACCPAC user ID and password. Microsoft Windows user name and password. If you sign on to ACCPAC using the same user name as currently logged on to Microsoft Windows,
the password will not be requested.
ü
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.
ü Run
macros in a Web browser.
ü Set up
user security rights for Administrative Services windows.
ü Select
a default paper size for Sage ACCPAC ERP 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.
The System Manager version 5.3 requires Pervasive.SQL 8.5.
General Ledger lets you:
ü Define
and use all the optional fields and values you require within your General Ledger. The new Transaction Analysis and Optional Field Creator application is required.
ü Print
a new Transaction Details Optional Fields report. The report lets you analyze all the transactions that contain specific optional fields and values.
Accounts Receivable lets you:
Print additional subtotals on the Aged Trial Balance report. If your
company is multicurrency, the report will now print a subtotal if the primary sort order is Customer Group, Account Set, Billing Cycle, or National Account.
ü
Print Letters and Labels for all customers regardless of account aging.
ü
Print the Customer Transactions report using a fiscal year and period range.
ü View
the original document number for Retainage Invoices in Receipt Entry.
ü View
your customer receipts by bank range, customer range, receipt status (outstanding, cleared, returned, or all statuses), transaction type (unapplied cash, prepayment, receipt, or all
types), date range, year and period range, and receipt number range using the new Receipt Inquiry window.
ü You
can now easily view receipt information without first determining the bank or the customer numbers. Simply enter a receipt number and the receipt information is automatically
displayed. If additional information is needed, you can drill down to the original receipt. If you require a printed listing of your customer receipts based on the criteria specified,
simply click on the Print button.
Accounts Payable lets you:
ü Define
and use all the optional fields and values you require within your receivables system. The new Transaction Analysis and Optional Field Creator application is required.
ü Print
additional subtotals on the Aged Payables and Aged Cash Requirements reports. If your company is multicurrency, the reports will now print a subtotal if the primary sort order is
Vendor Group or Account Set.
Print the Vendor Transactions report using a
fiscal year and period range.
View your vendor payments
by bank range, vendor range, check status (outstanding, cleared, reversed, or all statuses), transaction type (prepayment, payment, or all types), date range, year and
period range, and check number range using the new Payment Inquiry window. You can now easily view payment information without first determining the bank or the vendor
numbers. Simply enter a check number and the check information is automatically displayed. If additional information is needed, you can drill down to the original payment.
If you require a printed listing of your payments based on the criteria specified, simply click on the Print button.
Inventory Control lets you:
ü
Define and use all the optional fields and values you require within your inventory system. The new Transaction Analysis and Optional Field Creator application is required.
ü Set
up Kits. The new kitting feature lets you combine any number of items into a single kit. The kit can then be sold at a single price rather than individual pricing for each item. For
example, a customer can purchase a kit of office supplies that contains 2 Highlighters (regular price .99 each), 2 Pens (regular price 1.78 each), 2 Pencils (regular price .49 each), 1
Stapler (regular price 9.99 each), 1 Paper Clip Dispenser (regular price 4.99 each), and 1 Tape Dispenser (regular price 8.99 each) for 21.99. However, if each item is purchased
separately, the total price is 30.49.
ü
Automatically default the quantity transferred from the quantity requested when transferring items.
ü
Specify a start date for a contract price.
Order Entry lets you:
ü Define
and use all the optional fields and values you require within your order and shipping system. The new Transaction Analysis and Optional Field Creator application is required.
ü
Automatically use the quantity ordered as the default for the quantity committed.
ü Automatically
use a default for Create Invoices in the Order Entry window.
ü Take
advantage of the new kitting feature added to Inventory Control version 5.3. To use the feature, you simply enter the kitted item and Order Entry automatically prices, displays, and
prints all the items within the kit.
ü Take
advantage of the new contract pricing start date added to Inventory Control version 5.3. Order Entry will use the contract price only if the order date falls within the start and end
for the contract price.
Purchase Orders lets you:
ü Define
and use all the optional fields and values you require within your purchasing system. The new Transaction Analysis and Optional Field Creator application is required.
ü Benefit
from the integration with Project and Job Costing version 5.3. The integration lets you track committed and actual quantities and costs by contract, project and category (and resource
if using standard contract).
Payroll lets you:
ü Define
and use all the optional fields and values you require within your payroll system. The new Transaction Analysis and Optional Field Creator application is required.
ü Streamline
your timecard entry by providing support for self-service timecards (Employee Timecards). Employees can now easily enter and manage their own time records from any location (on site or
at the office) they can access a Web browser. Timecards entered by your employees can follow an approval process that lets employees enter new timecards and when complete set the
status to Ready to be Approved. When later verified by a payroll clerk, the status can be set to Approved so that the timecards can be processed in a payroll run.
ü Benefit
from the enhanced integration with EFT Direct Payroll. The integration:
ü Supports
a new EFT tab on the Employee window. The EFT tab lets you set up your employee’s bank information. A utility is provided on the Payroll CD that lets you create an import file from EFT
Direct Payroll version 4.1 or ACCPAC Plus Canadian EFT Direct Payroll version 6.5 or US EFT Direct Payroll version 6.1.
ü Provides
enhanced security. EFT Processing security access rights now appear within the security access rights for the Canadian and US Payroll applications.
ü Handles
the reversal of EFT checks within Bank Services.
ü Support
additional calculations for multiple bank accounts. When your employees check is split across multiple banks, you can now calculate the portion to allocate to each bank based on a
fixed amount, percentage of gross, and a percentage of net (remaining balance).
ü Requires
an EFT Direct Payroll activation code (license).
ü Benefit
from the enhanced integration with eFile. The integration:
ü Lets
you generate T4 files in the new XML file format.
ü Lets
you generate R1 files.
ü Requires
an eFILE activation code (license).
ü View
employee statistics and checks using the new Employee Activity window. The new Employee Activity window provides month-to-date, quarter-to-date, and year-to-date amounts paid and hours
paid and accrued for the employee. If you require information concerning the checks paid to an employee, the new Employee Activity window also provides a listing of the checks. If you
require additional information, you can drilldown to Check Information.
ü Assign
an earnings or a deductions code automatically to a range of employees using the new Assign Earnings/Deductions to All Employees window.
ü Process
payroll in a currency other than your functional currency. For example, you can now use US Payroll in a Canadian functional company.
ü Easily
determine if your employees have duplicate SIN or SSN numbers using the new Find Duplicate SIN for Canadian Payroll and Find Duplicate SSN for US Payroll windows.
ü Automatically
default a bank in the Payroll Checks and Manual Checks window.
ü Specify
an inactive date for your employee.
ü Print
timecard and manual check dates and times on the Payroll Register, Pre-check Register and the new Hours Analysis Detail report.
ü Define
multiple Workers’ Compensation policies in US Payroll.
ü Take
advantage of additional support for T4s. Canadian Payroll now supports Box 77 (WCB) and Box 32 combined with Box 14.
Take advantage of the many reporting enhancements:
ü 941
report prints on the current form.
ü Employee
Information report lets you: Select the information that you wish to print (address, profile, taxes, earning and deductions, and other).
ü
Include EFT information when a license exists for EFT Direct Payroll.
ü
Include optional field information.
ü
Print by an additional Employee Name sort option.
ü Print
by a specified date range. You can now print by a last maintained date, birth date, hire date, last review date, last raise date, inactive date and termination date range.
ü Earnings/Deductions
Summary report lets you print by an additional Employee Name sort option.
Earnings and Deductions report:
ü Lets
you print the information you require.
ü You
can now select the report format. Choose: Detailed Information. The selection prints all details for the earnings and deductions.
ü Employee
Listing. The selection prints a listing of all employees that have been assigned the specified earnings and deductions.
ü Included
in Listing. The selection prints a listing of where the earning or deduction is used with other earnings and deductions. For example, HOURLY is included in the Base Earnings Include of
the Calc Base of GARN and RPP.
ü Prints
the General Ledger account description.
ü Lets
you include optional field information.
Tax Profile report:
ü Lets
you print the information you require. You can now select the report format. Choose: Detailed Information. The selection prints all details for the tax code.
ü Employee
Listing. The selection prints a listing of all employees that have been assigned the specified tax codes.
ü Prints
the General Ledger account description.
ü Lets
you include optional field information assigned to each tax code when a license exists for Transaction Analysis and Optional Field Creator.
ü Options
report prints the General Ledger account description.
ü Pre-Check
Register and Payroll Register reports:
ü Prints
General Ledger account descriptions.
ü Lets
you Include EFT information when a license exists for EFT Direct Payroll.
ü Lets
you include optional field information.
ü Manual
Check report:
ü Prints
General Ledger account descriptions.
ü Lets
you include optional field information.
Accrual report provides:
ü
A new detail report.
ü
Accrual and payment details for both the detail and summary reports.
ü
Timecard report:
ü
Prints General Ledger account descriptions.
ü Lets
you print a summary of each timecard (a single line for each timecard).
ü Lets
you print a listing of all timecards.
ü Tax
Profiles report for US Payroll lets you print a listing of the employees that have been assigned the specified tax codes for both tax types – Federal and State Taxes and Local and
Custom Taxes types.
ü Overtime
Schedules report lets you print detailed information or a listing of employees assigned to overtime schedules.
ü
Workers’ Compensation Codes report lets you print detailed information or a listing of employees assigned to each Workers’ Compensation code.
ü Class
Code report lets you print detailed information or a listing of employees assigned to each class code.
ü New
Hours Analysis report prints the hours paid or accrued for each earning and deduction included on an employee’s check. The hours printed included regular hours, overtime hours, shift
hours, accrued hours paid, total hours paid, and hours accrued.
ü New
Employee Timecards report prints the details of the self-service timecards entered by your employees. You can choose to print those timecards that are new, ready for approved, or
approved.
ü New
selection in the Quarterly Wage report to print on the DE6 – California Quarterly Wage form.
ü New
EFT Options report prints the EFT options you have selected. The report is available when a license exists for EFT Direct Payroll.
ü New
Optional Fields report prints a listing of the optional fields used in Payroll.
Project and Job Costing lets you:
ü Benefit
from the integration with Purchase Orders version 5.3 to track committed and actual quantities and costs.
ü
Create billing invoices by customer, contract, or project.
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