System Manager. Sage Accpac System Manager

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1 System Manager Sage Accpac System Manager The System Manager controls access to all Sage Accpac accounting modules and information. It is the hub from which all other modules operate and affects nearly everything you do in your Sage Accpac system from establishing security to searching for a record within a file. System Manager includes effective tools that ensure data integrity and complete processing and security management, enabling users to work more productively. System Manager also allows Sage Accpac to run through a standard Web browser without client software centralizing IT management and lowering overall ownership costs. Additionally, System Manager provides employees, customers, and partners with secure anytime, anywhere access to Sage Accpac. System Manager Capabilities Create analytical reports, graphs, charts, and budgets using Microsoft Excel. Provide true bank administration and reconciliation. Automate your bank reconciliation process using Open Financial Exchange (OFX), a file format that lets you download bank data electronically. Track checks and deposits from Accounts Payable, Accounts Receivable, and U.S. or Canadian Payroll, and reverse and return checks. Maintain all tax authorities and tax classes, and provide centralized tax reporting for Accounts Receivable, Accounts Payable, Order Entry, and Purchase Orders in one place. Calculate surtax on tax amounts for specified tax authorities. Use security groups to control access to applications and specific functions within them. Set up different user permissions for different applications. Use custom macros to rearrange fields on entry forms to change how data is entered and processed, and to add business logic and rules to data entry. Use Microsoft Visual Basic for Applications for easy customization and interaction with other Windowsbased applications. Automate recurring General Ledger, Accounts Receivable, and Accounts Payable transactions with scheduling and Reminder List capabilities. Set up schedules to remind you when recurring transactions become due and process them directly from the Reminder List. Automatically restart batch operations, such as importing or posting, when they are not completed successfully. Quickly and easily customize your desktop. Organize tasks by business process and create your own Sage Accpac startup group. Share user and security information among several company databases or create separate system databases to support different security needs. Easily resize forms and hide fields in forms for certain users. 23

2 Standard Reports Some of the reports included are: Bank Transaction Types Company Profile Currency Rates Currency Rate Types Customization Directories Data Integrity Log Bank Deposits Status Fiscal Calendar Bank Reconciliation Posting Journal Bank Reconciliation Status Security Groups Tax Tracking Bank Transfer Posting Journal UI Profile Bank Withdrawals Status Advanced Reporting Sage Accpac includes Crystal Enterprise, a flexible, scalable, and reliable solution for delivering powerful, interactive reports to end users. With Smart Reporting Technology, Crystal Enterprise delivers an ad-hoc DHTMLbased reporting solution that meets the needs of power analysts and end users alike. Designed to meet Web and enterprise standards for flexibility and openness, Crystal Enterprise offers a cost-effective solution for delivering the critical information you need to drive your business forward. Whether it is used for distributing weekly sales reports, providing customers with personalized service offerings, or integrating critical information into corporate portals, Crystal Enterprise delivers tangible benefits that extend across and beyond the organization. As an integrated suite for reporting, analysis, and information delivery, Crystal Enterprise provides a solution for increasing end-user productivity and reducing IT costs. 24

3 Imagine this kind of transparency at your fingertips 24/7: 25

4 Cumulative ROI Summary Year 1 Year 2 Year 3 Year 4 Year 5 Total General Ledger Better budgetary control $4,240 $4,494 $4,764 $5,050 $5,353 $23,901 Reduce CPA/writeup expenses $3,922 $4,157 $4,407 $4,671 $4,951 $22,109 Reduce Closing Cycle $744 $789 $836 $886 $939 $4,195 Improved Financial Reporting $15,900 $16,854 $17,865 $18,937 $20,073 $89,630 Total: $24,806 $26,294 $27,872 $29,544 $31,317 $139,834 Accounts Payable Maximize cash discounts $19,504 $20,674 $21,915 $23,230 $24,623 $109,946 Eliminate unnecessary prepayments $952 $1,009 $1,070 $1,134 $1,202 $5,368 Reduce long distance charges $53 $56 $60 $63 $67 $299 Reduce overlooked credits $668 $708 $750 $795 $843 $3,764 Reduce check preparation time $3,969 $4,207 $4,459 $4,727 $5,010 $22,372 Reduce vendor inquiry time $99 $105 $111 $118 $125 $559 Total: $25,245 $26,760 $28,365 $30,067 $31,871 $142,308 Accounts Receivable Reduced days outstanding $32,389 $34,332 $36,392 $38,576 $40,890 $182,579 Reduce credit losses $212 $225 $238 $252 $268 $1,195 Increase interest income $2,385 $2,528 $2,680 $2,841 $3,011 $13,444 Reduce long distance charges $175 $185 $197 $208 $221 $986 Reduce customer inquiry time $331 $351 $372 $394 $418 $1,864 Reduce time spent on collections $744 $789 $836 $886 $939 $4,195 Total: $36,236 $38,410 $40,714 $43,157 $45,747 $204,264 Order Entry Increased revenue from pricing $2,186 $2,317 $2,456 $2,604 $2,760 $12,324 Increased revenue from quotes $17,490 $18,539 $19,652 $20,831 $22,081 $98,593 Reduce long distance charges $191 $202 $214 $227 $241 $1,076 Minimize lost billings $5,300 $5,618 $5,955 $6,312 $6,691 $29,877 Reduce lost sales $4,373 $4,635 $4,913 $5,208 $5,520 $24,648 Decreased time on quotes $372 $394 $418 $443 $470 $2,097 Reduce billing changes $794 $841 $892 $945 $1,002 $4,474 Reduce billing costs $744 $789 $836 $886 $939 $4,195 Total: $31,449 $33,336 $35,337 $37,457 $39,704 $177,284 Inventory Management Increased turnover $8,745 $9,270 $9,826 $10,415 $11,040 $49,296 Reduce out-of-stock situations $17,490 $18,539 $19,652 $20,831 $22,081 $98,593 Reduce losses on obsolete items $7,155 $7,584 $8,039 $8,522 $9,033 $40,333 Reduce shrinkage costs $3,578 $3,792 $4,020 $4,261 $4,517 $20,167 Faster price changes $1,767 $1,873 $1,985 $2,104 $2,230 $9,959 Increased revenue from trend spotting $29,150 $30,899 $32,753 $34,718 $36,801 $164,321 Reduce losses on customer returns $2,624 $2,781 $2,948 $3,125 $3,312 $14,789 Reduce losses on returns to suppliers $1,252 $1,327 $1,407 $1,491 $1,581 $7,058 More efficient counts $207 $219 $232 $246 $261 $1,165 More efficient order filling $1,323 $1,402 $1,486 $1,576 $1,670 $7,457 Total: $73,289 $77,687 $82,348 $87,289 $92,526 $413,139 Purchase Orders Identification of order discrepancies $1,336 $1,416 $1,501 $1,591 $1,686 $7,529 Produce P.O.s faster $3,274 $3,471 $3,679 $3,900 $4,134 $18,457 Reduce receiving labor $1,488 $1,578 $1,672 $1,773 $1,879 $8,389 Total: $6,098 $6,464 $6,852 $7,263 $7,699 $34,375 Customer Care/CRM Utilize more effective commission plans $29,150 $30,899 $32,753 $34,718 $36,801 $164,321 Manage customers, prospects better $14,575 $15,450 $16,376 $17,359 $18,401 $82,161 Manage sales reps better $58,300 $61,798 $65,506 $69,436 $73,602 $328,643 Lower clerical costs $827 $876 $929 $985 $1,044 $4,661 Total: $102,852 $109,023 $115,564 $122,498 $129,848 $579,785 Company Wide Reduce training costs $53 $56 $60 $63 $67 $299 Executive time saved $1,164 $1,234 $1,308 $1,386 $1,469 $6,561 Better customer service $14,575 $15,450 $16,376 $17,359 $18,401 $82,161 Support more locations $145,750 $154,495 $163,765 $173,591 $184,006 $821,606 Eliminate bottlenecks, increase control $14,575 $15,450 $16,376 $17,359 $18,401 $82,161 Better access to financing $29,150 $30,899 $32,753 $34,718 $36,801 $164,321 More professionalism $8,745 $9,270 $9,826 $10,415 $11,040 $49,296 Total: $214,012 $226,853 $240,464 $254,892 $270,185 $1,206,405 Total Contribution 545, , , , ,549 3,074,446 This chart represents a summary of how the Accpac modules will collectively affect your bottom line based on annual sales of $4.2 million. Cumulative Savings Year 1: $545,396 Year 2: $578,119 Year 3: $612,807 Year 4: $649,575 Year 5: $688,549 Total: $3,074,446 26

5 Next Steps The sky s the limit. Ask us about our expert customizations. Feel free to contact A.I.M. Insight any time at (310) x 101 or us at aim@aiminsight.com. We re always happy to answer any questions you might have and brainstorm with you about issues unique to your company that you don t see addressed here. Our expert team of programmers can create custom extensions to Accpac that will bring a new level of efficiency you never thought possible. 27