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Oasis Insights

BizInsight Time Saver Tip – Quickly copying your Month-To-Date column to create a Year-To-Date column

[fa icon="calendar'] Jan 26, 2015 9:18:00 AM / by Oasis Solutions Group

If you are designing a report that contains both Month-To-Date (MTD) and Year-To-Date (YTD) columns, you can quickly create the YTD column from your MTD column. 

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The Rules, The Rules!! Master the Affordable Care Act.

[fa icon="calendar'] Jan 19, 2015 10:45:33 AM / by Annette Manias

Navigating the rules and regulations surrounding the ACA reporting (Affordable Care Act) can be daunting to say  the least.   Oasis Solutions Group and Harding, Shymanski and Company sponsored a webinar led by Dan Grelecki from Old National Insurance.  Dan was able to put all the rules and regulations into perspective at a high level within the 1 hour webinar.   Please follow the link below to access the recording.  http://oasisky-3.hs-sites.com/aca-webinar-replay

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We have just released our New eBook 'Using CRM for Lead Management' Download Your Copy!

[fa icon="calendar'] Jan 13, 2015 10:20:19 AM / by Oasis Solutions Group

Using CRM for Lead Management:

The key to successful sales management is having a comprehensive systemic approach. Most sales people have a good idea what to do with a prospect, but that’s one of the last steps in the process. Many companies rely on a haphazard way of organizing their sales effort that relies on the skill and talent of specific sales people and isn’t transferable or scalable.

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Master the Affordable Care Act in 2015 on January 15th, 2015! Register now!

[fa icon="calendar'] Jan 9, 2015 3:16:17 PM / by Oasis Solutions Group

Join us on January 15, 2015 at 10:00 am EST to learn how to Master the Affordable Care Act in 2015!

As you know, the Affordable Care Act (ACA) is rolling out in phases. Join us to learn more about the next phase of requirements before they take effect in 2015. 

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Take advantage of Sage 100 ERP Paperless Processing

[fa icon="calendar'] Dec 29, 2014 11:00:00 AM / by Annette Manias

How far have you gotten into the digital age with your business?  Are you still printing and filing your update registers and copies of all of your forms? If you are not taking FULL advantage of Sage 100 ERP’s Paperless Office module, you really should consider the time, money and headaches it can save you.

The Paperless Office module allows you to set up PDF storage and electronic delivery options for documents in all companies. You can specify separate settings for journals and registers, reports, period-end reports, and forms. Setting up this module allows you to enable and define Paperless Office functionality throughout the software.

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Affordable Care Act (ACA) Reporting Requirements

[fa icon="calendar'] Dec 22, 2014 12:57:33 PM / by Oasis Solutions Group

**IF YOU NEED ACA REPORTING IN 2015, YOU MUST READ THE FOLLOWING AND TAKE ACTION BEFORE YOUR FIRST PAYROLL IN 2015. If you fail to insure that you are tracking perpetual history your ACA reporting will not be correct and attempting to rectify after the fact will be time consuming as well as costly.  THE FOLLOWING IS THE RECENT STATEMENT FROM SAGE REGARDING ACA REPORTING FOR 2015 WITHIN SAGE 100 ERP.  You must complete this task in each “live” payroll company. 

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Sage Product Enhancement Program - To Participate or Not Participate that is the Question.

[fa icon="calendar'] Dec 22, 2014 11:08:00 AM / by Oasis Solutions Group

When Sage 100 ERP is installed, the Sage “Product Enhancement Program” (PEP) is automatically installed. The PEP is automatically enabled when it is installed. As a customer, you have the option of participating or not. The below steps describe the way to enable or disable.

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Oasis Solutions Group Business Blog

[fa icon="calendar'] Dec 15, 2014 4:08:45 PM / by Annette Manias

In thinking about my 2015 initiatives, I am looking more toward my employees and wondering if I am setting the correct expectations for their behavior and performance.

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Using the CHOOSE function to assist in Creating Dynamic BizInsight Column Headers for the Month

[fa icon="calendar'] Dec 9, 2014 10:09:00 AM / by Oasis Solutions Group

1.      Enter your company, fiscal year and fiscal period into your worksheet, as required.  For this example, our fiscal period reference is located in cell B3

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Going Paperless for Sage 100 ERP

[fa icon="calendar'] Dec 1, 2014 12:54:00 PM / by Annette Manias

“Going paperless”’ is a growing initiative for many businesses and Oasis customers are definitely jumping on the paperless bandwagon. Our Sage 100 ERP clients have enjoyed the convenience and cost savings introduced with Paperless Office in MAS 90/200 version 4.3. Now, we can take paperless one step further with InstaDocs.

InstaDocs is a document management solution embedded within Sage 100 ERP, allowing documents to be stored, viewed, and accessed directly from within Sage 100 ERP. Users simply drag and drop documents onto the InstaDocs panel, which is accessible in Maintenance, Inquiry, and Data entry programs. InstaDocs automatically associates the document with the appropriate vendor, customer, or invoice number.

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