Sage 100 Paperless Office

Sage 100 ERP

B E N E F I T S

• Gogreen—savetime,money,andtheenvironment

• Improvecommunicationswithimmediateelectronicdeliverybyemailorfax

• Savepostagecostsbydistributingelectronically

• Increaseefficiencieswitheasyaccesstoarchivedfiles

• Enhancedocumentsecurity

• Saveofficespacewithelectronicdocumentarchival

Paperless Office

Savetime,money,andtheenvironmentbyusingthepaperlessofficecapabilitiesprovidedtoyouinSage100ERP(formerlySageERPMAS90and200).Improvecommunicationsandsavepostagebyefficientlyemailingandfaxingdocumentstoyourcustomers,prospects,vendors,resellers,andemployeesinthesameofficeorremotelocations.Gogreenbyutilizingthepowerfulpaperlessofficefeatures—you’llreducepapercostsandhelptheenvironmentbyeliminatingtheneedtousestacksofpaper,printlengthyreports,andwastepreciousofficespaceforstorage.WithPaperlessOffice,youcanquicklyandeasilyfindfiles,viewreportsandforms,andprintonlythepagesyouwant.And,whenyouneedthemagain,retrievethemfromthearchivesusingintuitivesearchandsorttools,reducingthetimeyouandyouremployeesspendsearchingthrougholdfilesandreports.

PaperlessOfficecanextendthereachofdocumentstomultiplepeopleinseparatelocations,wheretheycanbeaccessedquicklyandsimultaneously.Inaddition,thepowerfulelectronicformsdeliverycapabilitiesallowSage100ERPuserstoemailorfaxdocumentsonatimelybasistovendorsandcustomers,whichultimatelyimprovesbusiness-to-businesscommunications.

GainbackofficespacebystoringyourdocumentselectronicallyusingSage100ERPPaperlessOffice—onaverage,saveabout20percentofofficespacethatwassetasideforstorage.Savetimeandmoneybyefficientlyretrievingyourdocumentssavedelectronically,andeasilyaccessthemfromanewfolderonyourBusinessDesktopinsteadofmanuallysearchingforthem.Reducethepossibilityoflossordamagetoyourvaluableprintedrecords,includingjournalsandregisters,period-endreports,andallstandardmenureports.Saveallthecostsyoumayincurforthelossofthosefiles.

Easilyaccessarchivedfilesandprintonlywhennecessary.

SelectyourPaperlessOfficeoptions,includingwhetheryouwanttokeeponlythelastcopy.

Sage 100 ERP I Paperless Office

FeaturesJournals and Registers

Period-End Processing

Report Viewer

Sales Orders and Sales Order Invoices

Accounts Receivable Invoices

Job Cost Invoices

Purchase Orders

Payroll Direct Deposit Stubs

Electronic Forms Delivery

ConvertjournalsandregisterstoPDFformat,eliminatepaperwaste,andsavemoney.Plus,youcanstillprintouthardcopiesandspecifythepagesthatyouwant.StoringyourjournalsandregistersasPDFsletsyousearchandarchivemucheasier—savingyoutimeandspace.Alljournalsandregistersareviewablefromonelocationwiththeabilitytodetermineiftheyhavebeenupdated.What’smore,youcanquicklysendanyoftheselargedocumentsbyemailtoyourauditors.Youmayalsochoosetoarchivethelastcopyorallpreviousversions.

Usingperiod-endreportsinPDFformatsavesonpapercosts;plusyoucanarchivereportsinasecureandsearchabledigitalformat.AlldocumentsareavailableforelectronicretrievalthroughthePDFViewer.TheViewerenablesyoutospecifyanycombinationofcompanycodes,modules,anddocumentstoview—soyouseeonlywhatyouwanttosee.AutomaticallynameandsavePDFfiles,eliminatingtheriskofaccidentaloverwrites.

AllstandardreportsareavailableinPDFformatfromthePaperlessOfficeReportViewer.

SavesalesordersandsalesorderinvoicesasPDFsandsendacopytothecustomer.Thisway,ifacustomercallswithaquestion,yourcomputerscreenwilldisplaythecustomer’sexactcopy.Savepostagecostsbydistributingelectronically.Resendthecustomeracopyofaninvoicewiththeclickofyourmouse.Userscanviewtheseformsbydate,source,userID,andfilename.Youcanseeiftheformstillexistsandwhetheritwassentelectronicallyaswell.Youalsomaychoosetoarchivethelastcopyoftheinvoiceorallpreviousversions.

ConvertAccountsReceivable(AR)invoicestoPDFformat,printacopytosendtoacustomer,andsaveacopyelectronically—allinonestep.Viewinvoicesbyinvoicedate,invoicesource,user,orfilename.It’salsopossibleforyoutoseewhetheraninvoicestillexistsandwhetheritwassentelectronicallyanddecidewhethertoarchivethelastcopyoftheinvoiceorallinvoices.

ViewandreprintJobCostinvoicesbydate,source,user,andfilename.Also,youcanseeifaninvoicestillexistsandwhetheritwassentelectronically,anddecideeithertoarchivethelastcopyoftheinvoiceorallinvoices.RecallingandprintingPDFfilescanbedoneoneitheracustomerorjobbasis.

Savepurchaseorders(POs)asPDFsandsendemailcopiesdirectlytothevendorwithinthesameprocess,improvingturnaroundtimeandcommunicationwithyourvendor.YoucanretrievearchivedPOsbydate,source,userID,andfilename.YoualsomaychoosetoarchivethelastcopyofthePOorallpreviousversions.

GaineasyaccesstoPayrolldirectdepositstubinformation,suchashowbenefits(sicktime,vacation,andmore)wererecorded.TheDirectDepositStubsapplicationallowsyoutosaveallyourstubsinPDFformat.Reprintandquicklyretrieveexactcopiesofstubsandneveragainrunareporttoapproximatestubdata.AllPDFsareavailableforelectronicretrievalusingtheDirectDepositStubsViewer.Thisenablesyoutoviewandsortrecordsbycheckdate,employeenumber,checkentrynumber,stubnumber,sequencenumber,userID,rundate/time,sent-toemailaddress,path,anddocumentname,pluswhethertherecordexists,wasupdated,andsentbyemail.YoualsohavetheoptiontomaketheStubVieweravailabletoallemployees.Individualstubsaresecuredwithemployee-specificpasswordsthatcanberandomlygenerated,employeecreated,ordefaultedfromtheemployee’sSocialSecuritynumber.

UseElectronicDeliveryofFormstospeedupcommunicationsandeliminatetheneedtoprintonletterhead,stuffenvelopes,andpaypostagecosts.Selectthedeliverymethodforyourdocuments:Printandmail,email,orfax.Documentsthatcanbesentelectronicallyinclude:ARStatements,ARInvoices,PayrollDirectDepositStubs,PurchaseOrders,SalesOrders,SalesOrderInvoices,JobCostInvoices,andCustomerRMAs.Formscanbesenttomultipleemailaddressesandfaxnumbers.