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Sage North America Announces ACT! by Sage for Real Estate 11

 

Sage North America today announced ACT! by Sage for Real Estate 11, a contact and client management solution that provides residential real estate professionals with a complete picture of their buyer and seller relationships. ACT! by Sage Premium for Real Estate 11, also available today, further meets the needs of larger teams with scalable workgroup capabilities so members can securely share and assign activities, sales opportunities, and contact data with each other. Complete product information is available at www.act.com/products/realestate.

New ACT! for Real Estate 11 functionality allows users to connect related contacts in their ACT! database such as buyers, mortgage brokers, title agents and home inspectors, and define specifics about these relationships. Usability enhancements include improved Microsoft® Outlook® integration, calendar and activity visibility, and database search capabilities.

 

 

ACT! for Real Estate is part of the ACT! by Sage product family. ACT! is the #1 selling contact and customer management solution used by more than 2.8 million users and over 48,000 additional corporate customers, including individual professionals, small business owners, corporate teams, and anyone who regularly works with contacts.

ACT! For Real Estate helps users:

 

 

--  Organize and track buyer and seller information using real estate-

    specific layouts including dozens of property, buyer, and seller-related

    fields, and custom contact fields.

--  Facilitate daily client communications with preformatted flyers and e-

    mail or letter templates designed specifically for real estate.

--  Manage daily appointments and tasks with over 20 real estate-specific

    activity types.

--  Automate multiple step activities with 10 customizable activity series

    templates.

--  Manage property listings from inquiry through close with sales process

    status visibility.

--  Access MLS homepages from within ACT! for Real Estate using Internet

    Explorer 6.0 or 7.0 and an online MLS account.

--  Run six types of real estate-specific reports or more than 40 standard

    ACT! reports.

--  View important buyer and seller activities, property listings, and

    more at a glance using interactive graphical dashboards.

 

ACT! for Real Estate is part of the ACT! by Sage product family. ACT! is the #1 selling contact and 
customer management solution used by  more than 2.8 million users and over 48,000 additional corporate customers,
including individual professionals, small business owners, corporate teams, and anyone who regularly works with 
contacts.

					

Sage Previews New ePhilanthropy Offering, Plans Next-Generation Technical Enhancements for Millennium, and Launches Hosted Sage Fundraising 50 Options for Nonprofit Organizations

NEW ORLEANS, LA — 03/30/09 — Sage North America today announced several fundraising technology developments designed to further help nonprofit organizations support their missions. The company will soon offer a new ePhilanthropy tool; has a renewed focus on adding next-generation technical capabilities to its Millennium fundraising platform; and has launched fully managed hosting services for its Sage Fundraising 50 software. Sage is demonstrating all of these technologies on the trade show floor at the Association of Fundraising Professionals’ (AFP) 2009 International Conference on Fundraising, being held through Wednesday at the Ernest N. Morial Convention Center in New Orleans.
ePhilanthropy: Going Where Donors Are

Sage will soon introduce a low-cost “viral fundraising” tool that will allow nonprofit organizations to cost-effectively increase their donations using the Internet. Employing the concept of contextual giving, the new ePhilanthropy offering is designed to help organizations quickly create donation forms that can be placed within any Web page, as well as link their e-mails to the campaign-specific content page on their site. The embedded forms allow donors to fully complete the transaction within the content that inspired the gift, so organizations can secure higher conversion rates and larger gift sizes.

“Using this technology, organizations can easily align passions with causes, and have others spread the word for them while they control their messages,” said Krista Endsley, senior vice president and general manager for Nonprofit Solutions at Sage North America. “The new tool enables nonprofits to take full advantage of existing Web pages and social networks already frequented by their constituents, so those same constituents can become fundraisers in their own right. It also helps organizations launch or improve their event-based fundraisers, since they can build, deploy, and share their own custom forms anywhere, with all registrant data and fees accessible to them immediately.”

The tool requires no technical or programming skills on the part of the nonprofit, so an organization can have their campaign up and running in minutes.

Strategic Fundraising Technology Platform

Sage has renewed its focus on adding next-generation technical capabilities to its Millennium fundraising platform. With an easy-to-navigate, unique Web-based design that can be set up as an Internet or intranet application, Millennium fundraising software is already helping nonprofit organizations more easily manage campaigns and events, track donors, and create reports.

The company plans to add functionality to ensure the product delivers a full-featured “front-end” donor experience, including online giving, event and membership registration, e-mail marketing, as well as the most powerful “back-end” fundraising management functionality, such as constituent and gift tracking, event and membership management, business intelligence (BI), and reporting.

“After extensive due diligence, we concluded that the right investments could easily accelerate Millennium to the next level of fundraising software,” said Endsley. “Millennium’s back-end sophistication and powerful customization features provide the ideal platform to expand and enable our future fundraising strategy. The product already offers sophisticated business intelligence tools, superior prospect management workflow and major gift tracking, and a continued focus on accessible data.”

Sage will host a cocktail reception at AFP’s International Conference this evening to celebrate the Millennium product.

Click here for full news

Sage branches into online filing

Accountancy software provider Sage has unveiled its latest tax software which supports both paper and online filing.

Sage Taxation 2009 and Sage Instant Tax enables practices to prepare returns for individuals, partnerships and trusts. The validation checks in the software review submissions to prevent tax returns from being rejected by HM Revenue & Customs.

HMRC posted record amounts of tax returns filed electronically this year with the majority of e-filings being made directly with HMRC’s own electronic offering and not third party.

Greg Ford, managing director, Sage accounts division, said: ‘We know that online filing for personal tax clients can be daunting and expensive for smaller practices, which is why we believe that Sage Instant Tax will make the transition from paper to online more accessible and affordable to practices that are not already filing online, meaning they too, alongside larger firms, can electronically file individual tax returns with confidence’

Sage Instant Tax prices will starts just £99 for a 10 client license and has also improved the software’s printing capabilities for faster printing of tax returns.

Transaction Email feature of Sage 50

Transaction Email allows you to exchange invoices and orders with your customers and suppliers using your Microsoft® Outlook email system. Any invoices or orders that you receive can then be imported directly into Sage 50 Accounts, without the need for editing.

There is no longer any need to register Transaction Email. In addition, you can now record DUNS numbers – Data Universal Numbering System, against customer and supplier records.

Note: Transaction Email is not available, when you are working in Demonstration or Practice Data modes

About Us
Winjit technologies are accredited Sage Partners in India , Africa having a rich experience in developing bespoke application for Tally products and we are currently serving our customers in UK, Middle East, Australia, South Africa, New Zealand and India.
Winjit has developed various Add on application in 
Sage and recently launched Snapshots for
Sage or creditcrunch.winjit.com.

For more details visit  creditcrunch.winjit.com.

 
 

Print customer Statements from Sage 2009

From the Customers window, choose the customers required, then click Statement.

The Customer Statements window appears

Note: The New, Edit and Delete buttons are used to work with the Statement files themselves.

2.   From the Statements list displayed, choose the statement layout with the combination of options you require.

3.   Choose the type of output you require from the drop-down list.

4.    To continue with the Statement printing, click Generate Report. The Criteria window appears for you to enter your date range. All aged balance transactions are aged to the End Date.

5.   In the From and To boxes, enter the date range required. All customer transactions falling on or within these dates are included in the Statements.

6.   Select the Excl. Later Payments check box if you want to exclude any future sales receipts and sales payments on account from your statement. This gives you the flexibility to run retrospective statements – that is to include or exclude invoices, depending on the payment date.

7.   Click OK to continue.

The selected customer statements will begin printing.
 

The following statement options are available:

11″ or A4 11″ statement layouts are designed for use with dot matrix printers.

A4 statement layouts are designed for use with laser printers..

Individual or Grouped If you select a statement including the Individual option, each transaction appears on a separate line in your statement.

If you select a statement including the Grouped option, transactions which were entered as a group, appear as a group transaction on a single line.

For example, you could group Sales Invoices (SI), Sales Receipts (SR), Payments on Account (SA), Credit Notes (SC) and Discounts (SD).

  

2 Part or Tear Off Two Part statement layouts print your statement on the top sheet and your remittance on the carbon sheet below.

Tear off statement layouts print your statement and remittance side by side on a sheet.

O/S Only or All Choose a statement layout including the O/S Only option to show only outstanding transactions on your statements.

Choose a layout including the All option to show all transactions on your statements.

  

Setting up budgets in Sage Line 50

In today’s time of credit crunch it is important that we have our expenses under control and also setup budgets to keep a regular watch of things. You can use the sage line 50 to keep an eye on a range of business costs. Budgets can be set up for:

Nominal codes

You can use the standard budgeting, a basic budgeting feature you can use to view your budget, actuals and previous years figures.

Alternatively, you can choose to use Advanced budgeting, which includes up to five years historical figures and is designed to improve budget set up.

Departments

This is part of the advanced budgeting feature. You can choose to analyse the department budget by nominal categories such as Sales, Purchases or Overheads. Or you can analyse the budget against a nominal code.

Products (Accounts Plus and Accounts Professional only)

You can view your budget, actuals and previous year figures at the same time. The actuals are automatically updated for you when  invoices, sales orders or credit notes are generated.

Projects
(Accounts Plus and Accounts Professional only)

A budget can be set up for a project on the project record. As costs are applied to the project you can track project costs including spend against budget.

MicroSap launches cash flow planning for sage line 50

Microsap for Uk sage line 50 users along with WInjit launches accurate cash flow projections and planning that is integrated with the accounting system like Sage line 50 , Snapshots’ Cash flow projections allows you to analyze your receivables and payables as per reported by the accounting system. Based on the projections done, company would be able to plan out their action and help to manage their cash flow.

 

  • Cash flow projection integrated with accounting system
  • Easy planning of cash flow
  • Graphical Representation of Cash flow
  • Integrated with calendar
Please contact sales at microsap.co.uk  
You can download a demo version from http://microsap.co.uk/Register.htm

Print Customer Labels in Sage line 50

1. From the Customers window, choose the required customers. To print labels for all of your customers, click Clear to de-select any highlighted customers.

2.   From the Customers window, click Labels.


The Customer Labels window appears, listing all of the label layout templates currently available.

3.   From the list displayed, select the label layout template you want to use.

4.   Specify the output you require by selecting one of the options from the drop-down list: Preview , Printer , File or Email .

5.   Click Generate Report.

You can also use the Customer Labels window to create edit and delete customer labels.

Price List Support in Sage Line 50

What are the types of price list support in Sage line 50 ?

Special Customer Price 

Sometimes you may want to give a particular customer a special price for one of your products or services; for example, if your business uses negotiated prices. You can set up special prices for your customers using the Pricing Structure facility on each product record.

Customer Price Lists 

There may be times when you want to sell your products or services to different groups of customers at a different price. This is done using customer price lists, which associate products at a given price to a group of customers. For example, you could set up a retail price list for the majority of your customers, and a trade price list for your business customers. Prices can be fixed, or related to the sales or cost price of your stock items.

Supplier Price Lists 

You can create and maintain a list of prices for the products that you buy from a single supplier. If you buy the same product from a number of different suppliers, you can compare supplier prices. You can then use the price lists to buy at the most competitive price.
If you buy products from a supplier who uses a different currency, you can maintain prices for those products in the supplier’s own currency.
When you create a purchase order, the price of each product is taken from the supplier’s price list.

There are a variety of ways that you can use the Pricing facilities.  

Make your Year End Payroll Easy

Sage (UK) has provided a very useful guide to survive your payroll year end. It is useful in the sense it gives proper steps and sugggestions to performing a smooth year end payroll.

This is a very helpful guide to all employers who collect data at the year end relating to all payments to its employees. Necessary steps for submitting dat to the HRMC has been provided in this guide.

You may download the guide from http://support.sage.co.uk/default.aspx?page=22&did=24023e6b-b44c-43af-868c-1c8bcd01a33b

 

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