The document provides tips and tricks for navigating, processing transactions, understanding transaction flow, generating reports, managing customer relations in the Sage ERP Accpac system. It highlights features like customizing screens and menus, using shortcuts for faster data entry, setting up transaction flow and drill down options, creating custom reports, and utilizing tools for emailing customers and CRM integration. The document encourages attendees to provide feedback on the session.

1. Sage ERP Accpac: What’s New Tips & Tricks Randy Bacchus

2. “ Client Speak” Translated “ Why can’t I find anything in this system?” “ Why do I have to tab 15 times across to get to the column I need?” “ Why can’t I get to where I’m going faster? = NAVIGATION

4. “ Client Speak” Translated “ I’m swamped entering the same transactions month after month.” “ Why can’t I just click a button and have everything entered?” “ How can I speed up data entry?” = TRANSACTION PROCESSING

6. “ Client Speak” Translated “ Why don’t I see that in the G/L?” “ Printing my source journals is the only way I can find my transactions.” “ Where do my transactions go?” = TRANSACTION FLOW

8. “ Client Speak” Translated “ All I want is a simple report.” “ Why can’t I get the information I want out of this system?” “ Which report shows me this?” = REPORTING

10. “ Client Speak” Translated “ Why is it so hard to manage my collections?” “ I wish I could send a letter to all my customers.” “ Why can’t the system tell me when I need to call someone?” = CUSTOMER RELATIONS