An Update on My Dashboard - Sage CRM

By BAASS Consultant | Jun 13, 2012, 12:00:00 AM

It has been a while since I last updated you on my executive dashboard so I thought I would take this opportunity to let you know where we are at today. I have spent most of the time since we last spoke enhancing the Dashboard within Sage CRM. I check this dashboard almost everyday as it updates me on where BAASS Business Solutions is at from several different departmental perspectives.

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Blast Away Ineffectiveness l Valuable Tools for Mining Software

By BAASS Consultant | May 11, 2012, 12:00:00 AM

Strike a rich vein of opportunity with these tools for Sage 300 ERP (Formerly Accpac) & increase effectiveness in your mining company.

Yesterday we held a seminar for our clients in the mining industry to show them how to achieve the maximum value from their Sage ERP system.

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Business Intelligence (BI) - What, Why, Who and How?

By BAASS Consultant | Apr 2, 2012, 12:00:00 AM

What is BI?

According to Wikipedia, ‘Business intelligence(BI) mainly refers to computer-based techniques used in identifying, extracting and analyzing business data, such as sales revenue by-products and/or departments, or by associated costs and incomes.’

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It's Tax Time! Here's a quick tip for significant refunds

By BAASS Consultant | Mar 23, 2012, 12:00:00 AM

It is tax time!  Time to take a moment and reflect on your tax planning opportunities for 2012 and beyond. If you have not ever reviewed Government Programs that can help, here is one to consider:

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7 Things a Small Business Should Ask About Their Systems

By BAASS Consultant | Mar 2, 2012, 12:00:00 AM

It’s not uncommon for a small business to have that one person in the office who is a little more computer savvy than average and soon becomes the go-to guy or gal for all things IT related. This works out well because it can keep costs down; no dedicated IT person required and reduced visits from the 3rd party IT company.  In the short term this is fine, but over time this can be frustrating and costly when that person is incapable or lacks the time to address all the issues that may crop up.

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New Forward-Thinking Cloud Services Platform from Sage

By BAASS Consultant | Feb 21, 2012, 12:00:00 AM

Sage Source is an easy-to-use, personalized web-based work space designedSage Source to provide services and benefits exclusively to Sage customers and their employees.

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What does Sage GL Account Roll-up function do?

By BAASS Author | Feb 17, 2012, 9:45:00 AM
 
 

The Sage 500 (formerly Accpac) GL account Roll-up function creates relationships between accounts that can be used for classification, budgeting, and reporting. Creating a relationship between accounts lets you consolidate (roll-up) account balances to provide a summary balance similar to the consolidation options provided in Financial Reporter.

Once the Roll-up accounts are setup, you can quickly view roll-up balances on screen without having to generate financial statements.

Here is an example of Roll-up function,

Individual account balances view:

 

Roll-up account balances view:

 

Setting up roll-up feature is very simple. Follow these 3 steps.

1. Go to chart of accounts & double click on the header account

2. Turn on roll-up function

 

3. Go to Roll-up tab and add member accounts, Save and exit.

Contact BAASS if you need any help setting this up.

**Please note This feature is available in Sage ACCPAC 500 edition only.**

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