Explore Sage Ecosystem Part 1 - December 1 | BAASS Connect 2020

Agenda

	Track One
12:00 - 12:10pm EST	Introduction
12:10 - 12:30pm EST	Keynote: Benefits of Third Party Solutions Robert Lavery , Robert Lavery & Associates Are you familiar with the strong community of Sage 300 developers from around the world who support the most sought after solutions to enhance the functionality of Sage 300? Why pay for customizations when there may be a solution already built and tested that can add value and efficiency to your system?
	Track One	Track Two
12:35 - 1:00pm EST	Inter-Entity Transactions Robert Lavery , Robert Lavery & Associates Intercompany Processing Made Easy - Part 1 How much time do you spend on manually reconciling the DueTo/DueFrom entries in your organization? Processing and balancing intercompany or interfund transactions doesn’t have to be a labour intensive exercise in frustration. Whether you are allocating expenses and revenue or transferring cash it is possible to automate the creation of DueTo/DueFrom entries within or across company databases in Sage 300. Sound too good to be true? Please attend this session to find out how.	Accounts Payable & Document Automation … Chris Lupton, InfoDynamics Integration Solutions for Sage Accounting Systems implemented affordably.
1:05 - 1:30pm EST	Inter-Entity Trade Robert Lavery , Robert Lavery & Associates Intercompany Processing Made Easy - Part 2 Many businesses create separate companies to manage sales versus manufacturing/distribution of their products to optimize operations and/or tax implications. This creates a need to buy and sell between related party companies which requires offsetting sales and purchase orders. Other organizations charge management fees for shared services that creates offsetting receivables and payables entries. If this describes your situation, we have a solution to streamline the accounting entries required for these transactions within and across Sage 300 companies.	How To Go Paperless and Boost In-Office and Remote Workforce Efficiency Curt Hixon & Tim Panichi, Altec Your business documents are piling up more and more daily – and if some or all of your workforce is still working remotely… are they able to access the data they need to do their jobs effectively? Join us for this webinar to learn how DocLink, the Sage-endorsed Document Management solution can help your company go paperless to digitally manage your documents and data, increase efficiencies and automate processes in any department such as AP, Sales Order, AR, HR, Legal and more. Make sure your company can be successful no matter where your employees are working.
1:30 - 1:40pm EST	Break
1:40 - 2:05pm EST	Accounting for Deferred Revenue & Prepaid Expenses in Sage 300 Nancy Lavery, Robert Lavery & Associates Companies who buy and sell under long term contracts or subscriptions can now book the expense or revenue as Prepaid Expense or Deferred Revenue and have Sage 300 manage the recording of actual expenses or earned revenue over time based on pre-defined parameters. Revenue and Expense Deferrals utilizes Sage Optional fields to identify transactions so users don’t need to change the way they are currently entering transactions in Sage 300. Once transactions are posted through to the GL, Revenue and Expense Deferrals will move the transaction into the deferral account and be automatically recognized based on a user-defined schedule.	Managing Finance Operations During COVID-19 JD Drapeau, Snap AP Did you experience operational challenges during 2020? How prepared was your organization for addressing office location closures? Or relying upon staff using manual and paper-based processes while unexpectedly being required to work remotely? In this session SnapAP CEO JD Drapeau will discuss possible solutions to these problems. And highlight the success secrets of the organizations who were fortunately able to maintain full continuity of their Finance Department operations during a global pandemic.
2:10 - 2:35pm EST	Nexonia - Expense Report Automation Ben Parker, Nexonia How to manage expenses before they happen by utilizing realtime policy management In this session Nexonia Strategic Partnership Manager Ben Parker will discuss and show you some of the latest expense automation solutions to give you better insight into your spend before it happens.	The Hidden Process Improvement Opportunities In Your Finance Department JD Drapeau, Snap AP It might seem counter-intuitive, but did you know that simply implementing Automation is not always the best path to creating efficiencies? Before launching the SnapAP software solution, company CEO JD Drapeau spent 10 years as a Six Sigma consultant for global multinational clients running complex finance operations. In this session JD will share his learnings from a decade of practical experience with applying process improvement to the finance area. Including the surprising insight that should be considered whenever looking at applying Automation solutions within your organization.
2:35 - 2:50pm EST	Break
2:50 - 3:15pm EST	The Ripple Effect: How COVID is changing payments Devon Lildhar, APS The COVID-19 pandemic has hit us like a tidal wave. A recent report showed nearly half of small businesses are one missed payment away from going under. Smart merchants are realizing digital payments can be the life saver needed to help them adapt to the current needs of the market and ride this out. Join this session with the payments industry experts at APS Payments to learn the implications for merchants in a cashless economy, the benefits of integrated payments for B2B businesses, and how omnichannel and digital payment solutions help Canadian businesses maintain cash flow, increase efficiency, and save money.	Cut Costs and Reduce Risk With 360° AP Automation Dylan Hume, Beanworks Accounts payable is broken. 70% of AP teams say manual processes are a top challenge. AP automation tools can help, but most don’t manage payments, POs, expenses and invoices all in one place, resulting in more inefficiencies. Find out why 360° AP automation is the only way to fix your accounts payable processes.
3:20 - 3:45pm EST	Web-based Expense Management for Sage 300 Robert Lavery, Robert Lavery & Associates Organizations today are looking for ways to reduce the administrative time to record and reimburse employee Expense Reports and improve the auditability of expense claims with supporting documentation. If you want a solution that enables easy capture and approval of expenses from any mobile device but fully integrated with Sage 300, Resource Manager may be an option for improving productivity in this area of your business.	Purchasing Workflow & AP Automation Bill Fligg & Jamie Steele, Pacifictech Join us for Pacifictech’s session taking you through our Procure-to-Pay (P2P) solutions, which includes our Purchasing Workflow Suite & Paperless AP Automation inside Sage 300.
3:45 - 4:00pm EST	Q & A - Closing Comments