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Issue
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November
2008 |
November Newsletter
Dear Customer,
Welcome to the November edition of
the Prosys Computing Newsletter.
This month brings important news on
Sage 200 2009 and also Sage CRM along with the other features such as Hints and
Tips and Customer Stories. There is also information on some important NI
changes next year for Payroll users.
Our Sage 200 Period End workshop in
October was very well received. Here are some comments from customers
attending:-
"Prosys workshops are invariably
both educational and interesting - increased frequency would be beneficial and
welcome". Granville and Sheila
John, Trefigin Quarries Ltd.
"Very useful and clear introduction
(for me) to Sage 200". Huw Aaron,
Gofal Cymru.
"It's great to give insights to
further useful benefits.... very beneficial". Ben Kanter, Doosan
Infracore.
"The workshop proved invaluable..."
Debbie Jones, Carter
Lauren.
"Useful and well paced" David Holden, Welsh
Power.
"Content Excellent". David Howell, ABM Catering for Leisure
Ltd.
Our next workshop is on December the
2nd (we're going as fast as we can Granville and Sheila!) and aims to help
you get more out of Sage 200 with useful management reporting tools and
techniques. Please see below for more details and email your details to us to
register.
Well done to Hannah and the rest of
the team for holding a MacMillan Coffee morning at our offices to which we
invited neighbouring business to make a small contribution for a coffee and some
cakes (we seem to have some good bakers at Prosys!) The event raised
£180.00 which Prosys doubled making £360.00 for a very worthwhile
charity.
Another month another baby...
following on from
I hope you enjoy the rest of the
newsletter and please remember to email
us of anyone else in your organisation who would benefit from keeping up to date
with Sage news.
Many thanks
Managing
Director
Tuesday 2nd December – Customer
Workshop
Sage 200 – Advanced Reporting Features including;
2. S200 Business
Intelligence – powerful reporting tool designed for Sage 200
financials
3. Reporting
Filters, Selections – getting the most out of standard
reports
4. Enquiry Filters, Lists – optimising enquiry and list features
Sage have announced the planned release of Sage 200 2009 for February. Although we don't have details of the new features yet, this release will have implications for the Server platform on which it is run.
This version will not be compatible with Microsoft Windows operating system 2000 This will only be supported on Microsoft Server 2005 & 2008.
Sage 200 2009 will support Microsoft SQL server 2008 Workgroups and Standard edition. It will not support SQL Express, SQL Server Enterprise or SQL Server Developer editions.
Meet
Customer demands through the use of Graphical
Planner
Delivering on time is critical for customer satisfaction. Sage 200 Manufacturing and Sage 50 Manufacturing Controller includes Graphical Planner a powerful planning engine powered by Preactor. Graphical Planner works alongside MRP and shows a graphical schedule of work (i.e. works orders and MRP 'make' recommendations) that is required to meet the demands of your customers. You are able to make the most efficient use of resources whether it is Machines or Labour and create an optimized and achievable production plan.
Sage 50
Manufacturing
We would like to advise all customers updating their Sage 50 accounts to the 2009 version to give us a quick call for any assistance you may need.
Bug Fix – Affecting an issue with
Sage Construction linking to Sage 50 2008 where retention/tax credit notes are
being allocated an earlier date than expected
This was due to a change in the way
Sage 50 operates, but could cause problems with Monthly Return calculations once
updated back to Sage Construction.
The version 12 upgrade (scheduled
for release in the New Year) will resolve this, but Sage have now released a
file that can be installed that will resolve this for current 11.5.1 installs of
Construction as well. Please be
aware that this will only work for V11.5.1 installs, so customers using
earlier versions will need to upgrade to this first.
Intelligent Construction Analysis
(
Intelligent Construction Analysis
(ICA) will be included in Sage Construction as standard in future but Sage is
making this available to existing Sage Construction users now. To offer this new functionality Sage has
created some new Views in the SQL database which you can access through
Microsoft Excel.
We will be writing to you shortly to
invite you to a half day workshop where you will be given copies of the new Sage
Construction Views and be shown how to setup and use
November 2008 sees the launch of the
latest version of standalone Sage CRM in the
Themes - Sage CRM v6.2 now has the ability to change the look and feel of Sage CRM. It provides the tools to match Sage CRM colours and fonts.
Relationship Manager - This exciting new feature provides the ability to link any primary entity to any other primary entity and gives a description for the relationship. Relationship manager allows you to describe and visualise valuable relationships with customers, which leads to more productive use of your CRM data resource.
New Email Editor Toolbar - This new functionality rich toolbar lets you create and edit emails within CRM. The toolbar includes features such as spell checker and editing tools.
Component Manager Enhancements - Improvements to this existing feature allow you to export customisations from one CRM system to another CRM system.
This version of CRM will become available to Sage 200 CRM users with the release of Sage 200 2009 in February 2009. Watch this space in the next newsletter for full details of the Sage 200 2009 CRM enhancements.
Sage 50 Accounts 2009 has seen the
introduction of batch reporting.
This can be used to group a number of reports together, which can then be
run at the same time. For example,
if you run a particular set of reports at month end, these can be grouped
together and then when you run the month end batch report it will generate the
whole set, saving you time and effort. However, please be aware that you can not
add layouts such as statements to a batch report.
To Create a Batch
Report
1. Click on the Tools
menu and select Batch Reporting
2. In the description
box, place a suitable name foe the batch such as ‘Month End’
3. From the available
reports, select the ones you wish to include.
National Insurance Changes for
2009/2010 UAP
From 6th of April 2009
the Government is introducing a new National Insurance (NI) threshold, called
the Upper Accrual Point (UAP), which affects the calculation of NI
contributions.
The introduction of this threshold
is specially aimed at achieving the Government’s objective of having a flat rate
State Second Pension by 2030.
The current software has the
following bands;
From the 6th of April
2009, the bands will need to be:
Earnings up to Lower Earning Limit
Earnings from Lower Earnings Limit to Earnings Threshold
Earnings from Earnings Threshold to UAP
Earnings from UAP to Upper Earnings Limit
As a result of the introduction of
this forth band, the Legislation Settings within Sage Payroll will need to be
amended.
This means that using your current
software you WILL NOT be able to:
Amend the Legislation Settings for use beyond the 2009/2010 tax
year
Submit your 2009/2010 Year End returns electronically
Or use 2009/2010 HMRU Year End Forms
If you have a valid SageCover
contact you will receive a 2009/2010 compliant version of Sage
Payroll.
If not we recommend that you
re-instate your SageCover contract.
If you have Payroll version 11 or
older you may also need to buy an upgrade to version 15 or take out SageCover
Extra and send us your data to upgrade through the versions.
If you would like us to check this for you and confirm any costs that will be involved then please contact us.
Recent Incident News – Sage 200 Link
with Payroll
The company name used within Sage Payroll is used as part of the unique identifier on a resource in Sage 200, therefore if this company name is changed all the existing resources will be marked as inactive.
Customising the Payroll
Outline
The standard outline will show you,
Payment Period then Department;
But if you don’t operate all for
payment periods and or payment methods they can be un-ticked to make you screen
easier to read.
You can change the criteria for
example if you wanted them by Payment Type then Department then Payment
Period;
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You can also hide current and/or
historical leavers.
NB please be aware that you would
need to un-hide current leavers before doing any year end
procedures.
To make these amendments click Criteria on the top menu bar.
You can validate your chart of accounts using the ‘check’ button within the edit layout screen; this can be a useful tool as it will verify the layout, letting you know of any errors such as, you have included an item twice or left several out.
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List View
Filters
Did you know that filters are
available which enable you to gain more from the list view? Filters can be accessed and created from
the bottom of the list view and can be used to help with reporting as shown
below:
What
hot keys are available in CRM?
If you like working with your keyboard, a number of hot keys are available to make it quicker and easier for you to perform certain tasks in the system. Different hot keys are available in different CRM screens. You can identify the availability of a hotkey when you see that the a letter on the action button name is underlined.
Selecting Alt plus the letter that is
underlined performs that action. For example if the letter T is underlined on the New Task action button on the
current screen, selecting Alt and T creates a new task.
The complete list of hotkeys
available are:
Alt + A: Creates a new appointment within the Calendar or
Communication tab. The tabs must be in List View to use
it.
Alt + T: Creates a new task within the Calendar or Communication tab. The tabs must be in List View to use this hot key.
Alt + E: Creates a new E-mail within the Calendar or
Communication tab.
Alt + V: Switches between Calendar and List view within the Calendar or Communication tab.
Alt + F: Filters a list according to the criteria you specified.
Alt + N: Creates a new entity in the current context. For example, in the Library tab of the Company context.
Alt + C: Lets you exit from some screens.
Alt + S: Saves records.
Centre
Great Ltd Build a New Hotel
One of our oldest Sage 200 Construct
customers - Centre Great Ltd - have just built and opened a new hotel in
Neath. The 43 bedroom Bluebell Hotel provides conferencing facilities and
features the Mediterranean style restaurant
For More information please visit our website on:
Click here: www.prosyscomputing.co.uk
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