live webinar: e2e transition to net@work & sage 300 erp (accpac) tips & tricks
TRANSCRIPT
©2013 Net@Work Inc.©2014 Net@Work Inc.
Welcome to Net@WorkYour Sage 300 Partner
Webinar Audio:You can dial the telephone numbers located on your webinar panel. Or listen in using your microphone or computer speakers.
We will begin shortly.
Technical Difficulties:Call: (805) 617-7000 (Option 1)
Start Time: 9:30am PT (12:30pm ET)
©2013 Net@Work Inc.©2014 Net@Work Inc.
Today’s Presenters
Scott Beavers
Andy McManis
Eddie Provencio, CPA, MBA
©2013 Net@Work Inc.©2014 Net@Work Inc.
Webinar Details
©2013 Net@Work Inc.©2014 Net@Work Inc.
From E2E to Net@Work
Your Sage 300 Business Partner has changed from E2E to Net@Work – You are in good hands!
Top Technology Integrator in North America
Founded: 1996
Offices: US & Canada
Employees: 190
Clients: 5000+
©2013 Net@Work Inc.©2014 Net@Work Inc.
From E2E to Net@Work
Your Sage 300 Business Partner
Why did the transition happen? The E2E Principles are heading toward retirement and wanted to ensure
their Sage 300 clients were able to work with the most capable Business Partner available.
When is this effective? Immediately! Net@Work is ready to work with you now.
What will be different? Primarily just the people you’ll be working with. Net@Work offers all the
Sage 300 and related services offered by E2E, plus more.
©2013 Net@Work Inc.©2014 Net@Work Inc.
From E2E to Net@Work...
Who should I contact when I need assistance?
Scott Beavers for any general inquiries and needs
Tel: 802-693-0017
Net@Work Sage 300 Consulting Team
Andy McManis
Stephanie Hanger
Alecia Graham
Janice Hall, CPA
Bella May
Anna Chan
Paul Field, CMA
Larry Danelon
Feng Lin, Software Developer
Eddie Provencio, CPA, MBA - Consulting Manager
Net@Work Sage 300 Helpdesk
©2013 Net@Work Inc.©2014 Net@Work Inc.
From E2E to Net@Work...
N@W Tech Support offerings
Unlimited Phone & Email Support
Pre-paid Blocks of Time
Annual Sterling Support Plan
How should I contact N@W for support
Helpdesk Phone 888-494-9479
www.netatwork.com
Contact Scott Beavers at any time
We are here to help and support you!
©2013 Net@Work Inc.©2014 Net@Work Inc.
Overview Solutions & Services
ERP/
Accounting System
Implementations
CRM System
Implementations
HRMS/
Employer System
Implementations
Web Development
& eCommerce
Mobile
Application
Development
ECM
Implementations
Business Intelligence,
Analytics & Reporting
IT Infrastructure,
Cloud & Managed
Services
Overview - Consulting and Services
We Help You Navigate Through Technology by Providing Strategic,
Product Agnostic Consulting and Services
Sage ERP Consulting & Support
Project & Program Management
IT Strategy and Roadmap
Virtual CIO
IT Operational Effectiveness
Vendor Management
Infrastructure Assessments
Business Process Reviews
Business Continuity Audits
Security Audits
Software and Technology Selection
Gap Analysis of Business Practices
Sage 300 Tips and Tricks !!
©2013 Net@Work Inc.©2014 Net@Work Inc.
Desktop Customization
You can personalize your ACCPAC desktop by adding custom folders and icons, renaming folders and icons, and changing the “view”.
New folders and icons
Right-click on the ACCPAC desktop, choose New and choose Folder to add a new folder. You can name your folder what you wish, and you can have as many folders as you like (you can even have folders within folders). You can add objects to your folders by copying them from other ACCPAC folders, by dragging them from other ACCPAC folders, or by right-clicking and choosing “new”. You can add ACCPAC program screens, macros, reports, and even external programs like Excel to your ACCPAC desktop.
It can be useful to create folders for daily activities, month end procedures or other special purposes
©2013 Net@Work Inc.©2014 Net@Work Inc.
Financial Reporter Tips
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Financial Reporter Resources
©2013 Net@Work Inc.©2014 Net@Work Inc.
Financial Report Resources
©2013 Net@Work Inc.©2014 Net@Work Inc.
Data Extraction Through Excel
•Use Microsoft Office Excel to extract your data
using connections to external data sources that
are stored in a workbook or in a connection file.
•Using the Workbook Connections dialog box,
you can easily manage connections; including
creating, editing, and deleting.
©2013 Net@Work Inc.©2014 Net@Work Inc.
Data Extraction Through Excel
•Using the Workbook Connections dialog box, you can
easily manage connections; including creating, editing,
and deleting.
Step 1 : Choose Microsoft Query from “From Other
Sources” under the Data Tab
©2013 Net@Work Inc.©2014 Net@Work Inc.
Data Extraction Through Excel
Step 2: Choose your data source from the list of available
ODBC links. (Note) If operating in a terminal server
environment, you may need to set up an ODBC link on
your local computer
©2013 Net@Work Inc.©2014 Net@Work Inc.
Data Extraction Through Excel
Step 4: Choose filter and sort criteria.
©2013 Net@Work Inc.©2014 Net@Work Inc.
Data Extraction Through Excel
©2013 Net@Work Inc.©2014 Net@Work Inc.
Using Macros to Import Budgets
Sage 300 has integrated VBA Macro functionality with
the ability to customize certain tasks
©2013 Net@Work Inc.©2014 Net@Work Inc.
Sage 2014 Product Update 2
With Product Update 2 the ability to sign users out of the system
as administrator has been added
©2014 Net@Work Inc.
Thank You For Attending!
Questions?
Scott BeaversNet@Work Sage 300 Account ManagerPhone: (802) 693-0017Email: [email protected]
www.netatwork.com