User Guide

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www.SageAccpac.com
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Sage product and service names mentioned herein are registered trademarks or
trademarks of Sage Software, Inc. or its affiliated entities. All other trademarks are
the property of their respective owners. 10-20005 11/09
Sage Accpac I Extended Enterprise Suite
About Sage North America
Sage North America is part of The Sage Group plc, a leading global supplier of business management software and services. Sage North
America employs approximately 4,100 people and supports nearly 2.9 million small and medium-size business customers. The Sage
Group plc, formed in 1981, was floated on the London Stock Exchange in 1989 and now employs 14,500 people and supports 5.8 million
customers worldwide. For more information, please visit the Web site at www.sagenorthamerica.com.
“Sage Accpac has given us a cohesive
view of our organization. It’s an
integrated ERP solution that delivers
the data we need to run the business
more effectively.”
Arshad Fazal
General Accountant
Norcast Castings Company
Discover the Sage Accpac difference! We provide one unified solution on which to build your
business, enabling more efficient processing, more productive people, better management of your
entire customer lifecycle, and the ability to gain real insight into your business. Sage Accpac ensures
your business is built on a solid foundation, providing superior architecture that gives you the
power you need today with the flexibility to adapt tomorrow. Reap the rewards of a global reach
solution with the breadth of functionality to support multientity and multinational organizations, with
the local touch needed for your business. Your new found freedom of choice and growth will be
supported by a collaborative ecosystem ensuring success for the life of your business. And of
course, with over 30 years supporting businesses just like yours, Sage Accpac is proven, reliable,
and experienced.
ACCESS BUSINESS-
CRITICAL
INFORMATION
Accurate, readily available, and intelligent information is imperative to driving daily business decisions. Unifying all of your
data into one solution creates a true view of your business, which is vital to growth and profitability. Schedule reports to
run during off-peak hours and distribute through e-mail for timely delivery no matter where recipients are located. With
improved visibility into real-time information comes the ability to better manage exceptions and adjust quickly to meeting
changing customer needs.
COMPLEX
REPORTING
MADE EASY
Save time and get more accurate reports by eliminating redundant data entry efforts through direct integration with Sage
Accpac Extended Enterprise Suite. By pulling information already in your system, Sage Accpac Intelligence automatically
knows your fiscal periods, chart of accounts, detail transactions, and various types of balances. Sage Accpac
Intelligence provides several standard report templates with your solution, so you can focus on interpreting information
to make faster, better business decisions. Of course, you can also easily create new reports based on the included
templates or from scratch utilizing the familiar interface of Microsoft Excel.
Templates include Financial Analysis Reports • Dashboard Analysis • General Ledger Transaction Details • Inventory
Master • Purchase Master • Sales Master • Top 5 Customers • Top 5 Products • Top 5 Vendors
INSIGHTFUL
DECISIONS
The Dashboard Analysis report provides a one-page summary of key business information, featuring “Top N” details
on customers, items, and expenses. View information both textually and graphically to help with daily and long-term
planning. In addition, comparative Profit and Loss figures are displayed for both the current month and financial year-to-
date figures. You can easily drill down to get further insight into the numbers. The bottom line—better, faster, and smarter
decisions provide your organization with a significant competitive advantage.
RELY ON FLEXIBLE,
POWERFUL
ANALYSIS
Support business strategy and decision making through advanced analysis of trends and what-if scenarios. The
Analysis module allows you to utilize built-in Microsoft Excel Pivot Tables to get insight into information that goes beyond
transactional data. You can create OLAP cubes, which enable multidimensional analysis of large volumes of data, and
overcome Excel row limitations. However, there is no need to start from scratch, as purchasing the Analysis tool provides
several reports, such as an Inventory, Sales and Financial cube.
MULTINATIONAL
AND MULTICOMPANY
CAPABILITIES
Pounds. Pesos. Dollars. Francs. Yen. No matter what currency you trade or how many companies you run, Sage
Accpac can empower your company for multientity and global enterprise. Sage Accpac Intelligence allows you to view
your reports in multiple currencies to get a true picture of how international commerce is affecting your bottom line. You
can also utilize the Connector module to view business intelligence for multiple Sage Accpac company databases, or
any ODBC-compliant data source from our collaborative ecosystem, such as SageCRM, Sage Abra HRMS, or third-
party solutions.
SECURE BUSINESS
INTEGRITY
Safe, secure, and controlled! Protect the sensitive information in your business. Sage Accpac assures comprehensive
security at variable levels, protecting your important business intelligence from unauthorized access or manipulation.
Features