Know What You Own and Why You Own It!

All companies start out using spreadsheets to track everything, even their fixed assets, but as your company grows and expands, spreadsheets cannot handle the complexity of the details needed to manage a larger company. You are likely to be losing […]

Choosing Business Management Software at the Kentucky CPA Society Conference

I had the good fortune of speaking at the recent Kentucky CPA Society conference on the topic of Choosing Business Management Software.  Business Management Software encompasses the accounting, inventory, manufacturing, sales and HR functions. During the presentation, we reviewed various […]

Discover Human Resources That Finally Adds To Your Bottom Line

On October 3, 2014, in Guest Blogger, HR/Payroll, Video Blog, by Amy Hale

Integrity HR offers small business HR solutions that are customized to fit your exact needs.  Small business Human Resources solutions should not be one size fits all. At Integrity HR, we recognize that your business is unique. You have certain HR issues and […]

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Must Read For 2014 Year-End

In earlier versions of Sage 100 it was standard practice to print 1099, W2 and 941 forms by going through the reports or period end folder. The forms were available to print by selecting them on the appropriate task. However, […]

The Key to CRM Success is All About Business Process

On October 1, 2014, in Accounting Software, Guest Blogger, Sage CRM, SugarCRM, by Amy Hale

In prior articles I had provided many considerations and reasons why any business should consider implementing a CRM system.  Many of these reasons were based features or their benefits of the CRM application itself.   Example:  Leveraging the Sales Forecasts Module […]

Using the Zoom on Look Ups in Sage 100

On October 1, 2014, in Accounting Software, Sage 100 ERP, Sage MAS 90/200 ERP, Tips & Tricks, by Amy Hale

Customer, Vendor and Item lookups have an extra “Zoom” feature.   From these lookups you can narrow down the list displayed with the Filter button or a Search criteria.  In the sample below, a Filter was added to show only […]

Making a Screen Entry Field Mandatory

On October 1, 2014, in Accounting Software, Sage 100 ERP, Sage MAS 90/200 ERP, Tips & Tricks, by Amy Hale

Often a business process for an organization depends on certain information to be recorded and acted upon.  When the needed information is not available business processes can be hindered or not executed at all; leaving a dissatisfied customer or a […]

Validate a User Defined Field against a User Defined Table

On October 1, 2014, in Accounting Software, Sage 100 ERP, Sage MAS 90/200 ERP, Tips & Tricks, by Amy Hale

Let’s say that we want to track where our customers have come from.  We decide to call this “Source” and would like to have this available in Customer Maintenance.  We decide to create a user defined field (UDF) with the […]

Adaptive Insights Finance Executive Event Series

On September 29, 2014, in Uncategorized, by Amy Hale

Take your budgeting and decision making to the next level We are pleased to announce that we are hosting a half day seminar with Adaptive Insights on October 16, 2014 at the Hyatt Regency Louisville.  The event time is 8:30 […]

 

5 Tips on using Dates in Excel

On September 24, 2014, in Accounting Software, Sage 100 ERP, Tips & Tricks, by Amy Hale

1. Ensuring a valid date is entered in a cell Select the cell or range of cells you wish to apply date validation. On the Menu click Data->Data Validation. On the Settings tab, select “DATE” from the Allow drop menu, and […]

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