The document discusses various tips and tricks for effectively using Sage Accpac accounting software. It covers topics like the benefits of staying current with Sage Accpac enhancements, accessing training and support resources, using the Finder tool to generate smart lists, performing cash management and bank reconciliations, drilling down transaction details, utilizing the Financial Reporter, taking advantage of data entry shortcuts, and asking questions.

1. Tips & Tricks: I didn’t know Accpac could do
that”
Keith Greeno Bcomm. CMA

2. Agenda
• Sage Accpac continuous enhancements
• Training and getting support
• Effective user of Finder
• Cash Management/Bank reconciliations
• Transaction inquiry
• Financial Reporter/drill down
• Effective data entry shortcuts
• Other
• Questions?

3. Sage Accpac continuous
enhancements
• Why stay current?
• What’s in it for me?
• Reducing the total cost of ownership

4. Training and getting support
• Sage Support agreements
– Sage support access
– Anytime training
– Knowledge base
• Asyma support agreements (Knowledge agreements)
• Asyma web site training videos
• Sage University

5. Effective use of Sage Accpac ‐ Finder
• Setting based in individual preferences
• Key field selection
• Find by selections (Criteria settings)
– Smart list generation
• Select columns
• Reorder columns

6. Cash Management/Bank
Reconciliations
• Bank balance review
• Cash requirements report (Accounts Payable)
• Enhanced cash management/forecasting
• Automated bank reconciliation with OFX
• Automated bank reconciliation with third
party

7. Transaction Inquiry
• Transaction drill down
– All entry screens
– All integrated modules
• Customer inquiry
• Finder (Smart lists)

8. Financial Reporter
• Flexible versions (IFRS, Internal, External)
• Excel functionality (Graphics,
Formatting)
• Drill down to detail (Forest to trees)

9. Effective Data Entry ‐ Short Cuts
• Use of templates (OE, PO)
• Default fields (Customers, Vendors)
• Alt Key (Keyboard shortcuts)
• Zoom function (F9, Details)
• Customize entry screen (UI and Columns)
• Fast entry (AR, AP, GL)
• Grouping menus by individual/task

10. Other
• Import/Export functions
• Macros
• Optional fields
• Recurring entries
• Master file changers

11. Questions?
We do more than measure value, we help create it.
Our expertise in management, accounting and technology can help you grow a successful
business.
– Analyze & streamline business processes
– Business improvement support
– Customize business system design
– Manage costs and enhance revenue
– Technology enhancements
• Software selection
• Implementation and training
• Ongoing support
kgreeno@asyma.com
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Phone 403‐328‐8188 Phone 780‐448‐9895 Phone 403‐807‐8985
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