Document management systems do so many different things –
it can be a little intimidating at
first. We want to do our best to simplify
the topic for you so you can focus on the functionality that resonates most for
your company. Let’s take it back to the basics by looking at the ABC’s of a
paperless solution and what it means to you.
One of the main reasons companies look at going paperless
is so that everyone in the organization has easy access to the documents they
need from wherever they are. The problem with paper documents is they can only
exist in one place unless you make copies and spend twice the time and costs to
When an employee signs onto a document management
application from their computer, they can easily search and find any document
they have the proper security rights to view. They can quickly take an action
on the document – approve, route, notate, email, code – whatever the case may
be. And all those actions will be recorded behind the scenes for auditing and
Another common challenge caused by paper documents is the
struggle to bring documents together. If a customer requires back up
documentation when you deliver their invoices, that often means hunting down
each of the associated documents, making copies and re-filing the originals. If
that’s a typical practice for you, it can eat up a lot of your time.
With a paperless system like Sage ERP Document
Management, documents are brought together by way of similar property values.
If you were to search by check number, for example, you could find a check and
all of the invoices that check was used to pay for. All related documents can
be quickly opened side-by-side for verification or attached to an email and
In their paper form, documents can be easily lost,
misplaced or buried. Those involved in processing the document lose visibility
and can run the risk of getting charged heavy late fees for invoices not paid
With an electronic workflow, everyone can view a document
and its status right from their desktop at any given time. Alerts can be
scheduled to notify employees if a document isn’t acted on in a certain amount
of time. This means managers don’t have to stay on top of everyone’s tasks
anymore to make sure things get done, but they have the ability to run status
reports from the system if they choose to do so.
These are just a few of the main reasons to start
thinking about going paperless. For more information or to schedule a
demonstration, give Arxis Technology a call!
We're pleased to announce the pairing of two outstanding solutions: SugarCRM and AvaTax.
From the press release, "SugarCRM customers can now use Avalara's AvaTax capabilities from within Sugar's existing workflow to automatically calculate the final sales tax amount on every quote. This eliminates the tedious work and complexity of calculating taxes across multiple jurisdictions and helps businesses focus on their core offering."
Initial reactions to the connector have been very positive. One unnamed source ranked the duo slightly behind "salt and pepper," but just ahead of "love and marriage." He concluded by saying, "I suppose it's possible to have one without the other, but why?"
(So that last quote was a joke, but trying to manually comply with the rapidly changing sales tax landscape is no joke at all.) For many professionals, calculating sales tax remains a manual and error-prone process, and one that increases the risk of sales tax audits, penalties, and fines.
The last thing that sales reps need is the hassle of manually calculating sales tax. It's cumbersome, inefficient, and error-prone, leading to delayed or lost sales and angry prospects and customers. Now, with the integration of SugarCRM and AvaTax, reps are equipped to be efficient and accurate with all their quotes.
David Cieslak, Arxis Principle, AKA "Inspector Gadget", recently sat down with our good friends from CodePartners and answered five questions about his visit to the "Computer Electronics Show" in Las Vegas.
Sage’s announcement and why the
products are being sunsetted
Sage has made the decision to officially “retire” Sage Pro and
decision to do so is based on unsupported technology in both products and to
better focus their internal efforts on their strategic ERP products – Sage 100,
Sage 300, and Sage X3.
Sage Pro and PFW have had long and
productive lives. But they’re long in the tooth and it’s time for them to grab
a comfy porch rocking chair, a glass of iced tea, and reminisce about the good
old days when FoxPro and Visual Basic 2008 were young and hip.
As a Sage Pro or PFW customer,
you have a unique window of opportunity to migrate to Sage 100, 300 or X3. With
the license promo and the Sage Migration tool, there’s no better time to do so.
The window of opportunity to migrate
Now is the time to start planning
your successful transition to a modern ERP system like Sage 100, 300 or X3.
Moving to a new solution provides a more powerful, scalable, and integrated
system to support your ongoing business needs. Below are three compelling
reasons to move to a modern ERP system today!
Improve critical business processes—Receive regular product enhancements and take
advantage of modern solutions for mobility, business intelligence, cloud,
Upgraded technology—Sage ERP solutions are based on scalable and
flexible programming languages, incorporating the latest advances in
Additional functionality—Modern Sage ERP solutions offer add-on
solutions and modules for CRM, payroll, HR, and more. In addition a
variety of endorsed solutions provide industry-specific applications that
seamlessly connect to Sage ERP and your core financial data—making the
cross-functional integration of Sage ERP throughout the company a reality.
When you trade up from Sage Pro
ERP or Sage PFW ERP to a new Sage ERP solution on or before September 30, 2013,
you'll receive credit through the Sage Investment Protection Program. How the
·Trade in Sage Pro/PFW for one of our modern Sage ERP solutions.
·Sage will credit based on your existing Sage Pro/PFW license and which
product you switch to.
In addition to a compelling
price promotion and a data migration tool, you’ll want to make sure that you’ve
got a Sage partner who will assist in your evaluation and implementation
project. We invite you to contact us or peruse our website to learn how about
how we can help. Arxis provides:
1)Broad and diverse
experience with the Sage ERP portfolio
So it's been a while since we've
sent a newsletter updating you on your Sage ERP application and the goings on
at Arxis. But this is a new day! It's the start of our more regular and more
strategic efforts to provide the information you need to get the most from your
software and your relationship with Arxis.
As we look to get back on the
proverbial horse, I'm excited to let you know about a great new feature in Sage
100 ERP 2013. Sage 300 2012, and Sage 500 2013 - Visual Process Flows. These diagrams provide a step-by-step
diagram of your most important business processes, enabling greater
standardization and efficiency in completing daily / weekly / monthly
It's just one of the new features in
the latest version of Sage 100, Sage 300, and Sage 500 ERP. Don't hesitate
to contact me with any questions or to schedule an upgrade.
Use and Design Interactive Workflow
Diagrams for Completing Tasks
Visual process flows are interactive
workflow diagrams that show the steps to complete a task or process. Elements
on the process flows are linked to Sage 300 ERP tasks; clicking an element
starts the linked task. Other actions, such as showing or hiding objects on the
process flow, can also be assigned to elements.
Seven predefined process flows are
available on the Visual Process Flows sub-menus. You can use these predefined
process flows as templates to create your own customized process flows, which
appear on the Custom Process Flows menu in the applicable modules.
The Visual Process Flows Manager
task, located on the Visual Process Flows Setup menu, allows you to create,
copy, and delete custom process flows, modify their settings, and open them in
the Visual Process Flow Designer.
Accounts Payable Visual Process Flow
For more information on the great
new features in Sage 100 2013, we invite you to peruse the following documents
or contact your Account Manager, Minh Tram.