Explore Sage Ecosystem Part 2 - December 10 | BAASS Connect 2020

Agenda

	Track One
12:00 - 12:30pm EST	Keynote Simple Tools for your Office to Go Virtual While Maintaining Security & Privacy Robert Lavery, Robert Lavery & Associates This session will discuss the regulatory requirements and best practices around security and privacy of data (PIPEDA) that SME's must be aware of and some key software tools that help them comply. Solutions such as EFT Processing, Document Management Link, Notes, SOX Check Approval and others will be highlighted to illustrate how you can support remote workers and safeguard data in cost effective ways.
	Track One	Track Two
12:35 - 1:00pm EST	Remote Payment Approvals Nancy Lavery, Robert Lavery & Associates TaiRox Check Approval extends the check management process in Sage 300 by putting controls in place for printing checks and posting payment batches. TaiRox Check Approval forces an approval process using an external Approval Console that works across multiple company databases. TaiRox Check Approval integrates with Orchid Document Management Link so approvers can see backup related to the Payments being approved. Orchid Document Management Link allows you to link & access documents against any field, on any screen in Sage 300 as well as any 3rd party screen inside Sage 300. Store documents in a network folder, SharePoint, or Google Docs/Dropbox. Use DML to streamline processes that require supporting information, while reducing your reliance on paper-based documentation.	Managing Your Assets in Sage 300 Makes Sense - Accounting Robert Lavery, Robert Lavery & Associates An often overlooked area in organizations is the management of physical assets. Most try to use spreadsheets to record acquisitions and depreciation but spend very little time managing their physical assets once they have been purchased. Norming Asset Accounting provides a cost effective solution to complement your existing Sage 300 system to track not only Acquisitions and Depreciation but Disposals, Location information, Insurance Values and other details to ensure proper tracking, reporting and stewardship of your assets. In other words, Norming Asset Accounting makes a lot of sense.
1:05 - 1:30pm EST	Paperless Payment & Receipts Processes in Sage 300 Robert Lavery, Robert Lavery & Associates Tired of printing, folding, stuffing and mailing paper-based cheques to pay Vendors and pay stubs or T4’s/R1’s to Employees? Not only can this be more costly, but it is less secure given the existence of cheque fraud and identity theft. Using EFT to process AP Payments, Employee Direct Deposits and/or AR Receipts is vital to support ongoing operations at a time when more people are working remotely, improves security and privacy of sensitive data and provides a sound investment with payback of less than 1 year.	Managing Your Assets in Sage 300 Makes Sense - Maintenance Robert Lavery, Robert Lavery & Associates Organizations that allocate and deploy their assets effectively generally earn a higher return on those assets and improve their prospects for growth. In order to do this, you need to understand what it costs your business to keep those assets in productive service and plan for periodic maintenance expenses. Norming Asset Maintenance allows you to schedule maintenance based on time or usuage and allocate different resources that are consumed as part of maintenance work orders. Doesn't it make sense to keep your assets in good working order so your business can keep running smoothly? We think so.
1:30 - 1:40pm EST	Break
1:40 - 2:05pm EST	Improving Cash Management Processes in Sage 300 Nancy Lavery, Robert Lavery & Associates This session will show you how to automate the reconciliation of your bank statement with entries in Sage 300 and significantly reduce the amount of time this usually takes. We will also show how to prepare cash flow forecasts inside Sage 300. Take into account overdraft limits, get warnings of potential issues and simplify cash flow preparation, analysis and presentation from a single user interface.	Avalara Jammahl Sims, Avalara How to Navigate the Ever Changing Sales Tax Landscape & Empower Your Business with Avalara
2:10 - 2:35pm EST	Automate & Streamline Reporting in Sage 300 Robert Lavery, Robert Lavery & Associates The problem with most reports is by the time you get them, they are out-of-date. Furthermore, different people in the organization need information formatted differently because they are making different decisions. To increase the timeliness and effectiveness of generating and distributing multiple Crystal or Financial Statement reports you need to automate the process and create unique Report Groups for different user groups to ensure people have the right information at the right time. Process Scheduler with Report Runner automates reporting and other administrative tasks such as Day End.	As business transforms and changes, eCommerce is the key to maximizing your investment in Sage 300 Travis Taylor, commercebuild Today, in our digitally transformative world, business to business online sales are growing 3X faster than traditional sales. If your self-service customer portal doesn't exist or is difficult to use, your customers will look elsewhere causing you to miss out on potential revenue. Sage 300 users have exclusive access to comfortably bring their catalog online with commercebuild, the only eCommerce platform formally certified by Sage. In this session, we will review: Why businesses are integrating eCommerce into their Sage ERP How cost-effective and easy it is to setup a "Customer Portal" or "Webstore" Why it's important to give your customers exactly what they want About our Q4 incentives to help you save time and money Whether your company sells online today or not, you won't want to miss the information shared in this BAASS Connect Virtual session!
2:35 - 2:50pm EST	Break
2:50 - 3:15pm EST	Web-based Timesheet, Leave and Overtime Management for Sage 300 Robert Lavery, Robert Lavery & Associates Organizations today are looking for ways to streamline the capture of critical or time-sensitive data contained in Timesheets to update project costs and/or payroll to improve productivity and reduce administrative tasks. Resource Manager supports anytime/anywhere capture of remote time based activities on any mobile device with full integration to Sage 300.	Prioritize Efficiency, Employee Performance, and Customer Satisfaction with a Field Service Solution John Macdonald, ExpandIT Have you been thinking about how to streamline your processes? How to reduce errors within your company? Improve customer service? Increase cost or time savings? Join us to understand how a comprehensive integrated digital solution can provide value to you, your technicians, and your customers. Plus, learn how multiple touch-points throughout your processes can be made more efficient and effective, and understand exactly what items need to be taken into consideration in order to implement a Digital Solution.
3:20 - 3:45pm EST	Web-based Purchase, Procurement and Payables Management for Sage 300 Robert Lavery, Robert Lavery & Associates Our “new normal” still requires proper controls and processes around purchases, payables and payments in our organizations. How can we cost effectively incorporate these processes into Sage 300 for remote workers who do not log into Sage 300 and for accountants who want to safeguard the integrity of data in their system with proper audit trails? Resource Manager supports anytime/anywhere capture of purchase activities on any mobile device with full integration to Sage 300.	Ask the BAASS Experts Join the BAASS Practice Leaders and Sage experts in a live Questions and Answers session to get your questions answered
3:45 - 4:00pm EST	Closing Comments