Monday, July 8, 2013

SugarCRM Webcasts - July 18th and July 24th

SugarCRM Webcasts
July 18th - Sweeten Your Relationships with SugarCRM @ 10 am PT

Learn how using SugarCRM helps your entire organization take great care of your most important relationships with prospects, customers, vendors, alliance partners, employees and more.

Register here

July 24th - SugarCRM for Wholesale Distributors @ 10 am PT

In addition to managing lost of inventory, distributors must successfully manage diverse relationships such as prospects, customers, vendors, suppliers, etc. There's no better tool than Sugar CRM.

Contact us if you have any further questions at 866-624-2600 or

Wednesday, June 26, 2013

Sage Pro ERP and Sage PFW ERP Product Retirement and Migration

Sage Pro ERP and Sage PFW ERP
Product Retirement and Migration


Sage’s announcement and why the products are being sunsetted

Sage has made the decision to officially “retire” Sage Pro and PFW. Their 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, and more.
  • Upgraded technology—Sage ERP solutions are based on scalable and flexible programming languages, incorporating the latest advances in technology.
  • 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 program works:

·    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.

How does the migrator tool work?


Why work with Arxis?

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

2)      Expertise with the Sage Migrator tool

4)      Top Sage ERP partner


Contact us today!

Friday, June 21, 2013

Visual Process Flows

Visual Process Flows
A New Way to Visualize & Automate Key Processes

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 tasks. 

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.

Minh Tram                                                                                                                 Lindsey Palladino
Sage 100/500 Account Manager                                                                     Sage 300 Account Manager
P: 805-306-7800 ext 195                                                                                  P: 805-306-7800 ext 131
TF: 866-624-2600                                                                                                      TF: 866-624-2600
E:                                                           E:

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.
For more information on the great new features in Sage 300 2012, we invite you to peruse the following documents or contact your Account Manager, Lindsey Palladino.
For more information on the great new features in Sage 500 2013, we invite you to peruse the following documents or contact your Account Manager, Minh Tram.

Monday, June 10, 2013

Videos: Intacct Advantage

If you're ready to take your financial management and accounting applications into the cloud, then look no further than Intacct. From small firms anticipating rapid growth to midmarket innovators ready to graduate from QuickBooks, Intacct has something to offer companies of all sizes.

The cloud financial management system can be install in an instant, tailored to match your unique business needs and easily integrated with separate systems across the organization.

Please check out these videos below and see if Intacct may be the solution for you and your company.

Why Intacct

For even more information about Intacct, please go to our Arxis Cloud site.

Wednesday, June 5, 2013

Tech talk: What CPAs need to know

Tax Code modifications and new FASB rules aren’t the only changes that CPAs have to concern themselves with these days. Whether it’s the security of clients’ data, the implications of migrating to the cloud, or the uncertain future of the once-venerable desktop, rapid technological transformation continues to generate new challenges and opportunities for accounting professionals.

What do CPAs need to know about big data, bring your own device (BYOD), malware, mobile computing, and any number of other technology issues? To find out, the JofA for the second straight year assembled a trio of top experts to provide answers, one of which was Arxis Technology’s (ATI) very own David Cieslak, CPA, CITP. 
Some of the questions asked were:

·        What’s the most exciting technology trend or development in the accounting space?

·        Which of the many available devices will show the most staying power, and which ones will make the biggest impression on the accounting profession?

·        What are the biggest security threats on the technology front, and what should accounting firms and CPAs be doing to protect themselves?

To see his answers to these questions and more, along with the other two experts, please visit the Journal of Accountancy Blog.

Thursday, May 23, 2013

ConvergenceCoaching Leadership Spotlight: Bob Gaby CPA, CITP, CGMA

Convergence Coaching recently interviewed Arxis Technology, Inc.’s (ATI) very own, Bob Gaby CPA, CITP, CGMA, for their Leadership Spotlight feature.  They spoke to him about his approach to leading the teams and developing leadership in others.  He was asked several different questions that dealt with his philosophy on those topics.  

Here are the questions he was asked:        
  • Whose leadership style do you most admire and why?
  • What do you think the single most important leadership attribute or characteristic is and why?
  • What do you look for in young up-and-coming leaders?
  •  How do you develop leadership in others?
  • What advice do you have for those looking to step into a leadership position in their firms or business?
  • What three words best describe your leadership style?

To see his answers to these questions and more, please visit the Convergence Coaching blog.  

Tuesday, February 5, 2013

How Do I Love Thee?

Elizabeth Barrett Browning, famous Victorian poet, asked that famous question in 1845. (That's her on the left wondering what she's doing on our blog.)

It's February, which means that it's the most important month to tell those most important to us how truly important they are. What better way than inviting them to the upcoming Sage Customer Symposiums on February 12 & 13? We'll take Ms. Browning's advice and do that right now!

Dear Arxis Technology Clients,

We LOVE working with you! And, while it may not be possible to enjoy Valentine's Day with you, the next best thing would be to spend February 12 (Irvine, CA) or February 13 (Los Angeles, CA) with you at the Sage Customer Symposium. It's a complimentary one-day conference designed exclusively to allow you to learn more about the value of your Sage investment and share with senior Sage leaders and Arxis Technology consultants what else you need to make your business successful.

Also, you'll hear about Sage's strategic direction, learn what's new, and have an opportunity to network with peers in the Sage community and product experts. Don't miss this exciting, education-packed conference. Please register today for either the Irvine or Los Angeles event!

The complete agenda is below for your review. Call us if you need more details at 866-624-2600.


Your Friends at Arxis

8:00 a.m.–9:00 a.m.
Registration and Continental Breakfast
9:00 a.m.–10:00 a.m.
Welcome and Sage Road Ahead
10:00 a.m.–10:15 a.m.
Morning Break
10:15 a.m.–11:15 a.m.

Product Roadmap Concurrent Sessions:
Sage 100 ERP
Sage 300 ERP
Sage 500 ERP
Meet the Sage ERP Family
11:30 a.m.–12:30 p.m.

Sage Solution Concurrent Sessions:
Sage CRM
Sage Intelligence
Sage HRMS and Payroll
Learn about Sage ERP X3
12:30 p.m.–1:30 p.m.
Lunch and Partner Showcase
1:30 p.m.–2:30 p.m.

Sage Solution Concurrent Sessions:
Sage Payment Solutions
Sage Fixed Assets
Forecasting and Budgeting
2:30 p.m.–2:45 p.m.
Afternoon Break
2:45 p.m.–4:00 p.m.
Beyond the Basics--Extending Your Business:
Sage Alerts and Workflow
Sage Document Management
Sage Sales Tax
Sage Shipping
Sage EDI
4:00 p.m.–4:15 p.m.
Closing Remarks and Prize Drawing

Friday, January 4, 2013

Taming the Paper Monster

One of the most popular New Year's Resolutions is "get more organized." What better way to do so that to reduce the paper clutter in the office. Not only will you reduce the clutter, you'll be able to save time, automate things like AP approval processes, find documents faster, and make life a whole lot easier on your auditors.

All of these cool benefits and more are possible with Sage ERP Document Management powered by Altec. We invite you to read more about all the ways Sage ERP Document Management helps one of our customers, Great American Group, improve efficiency and save time and resources.

As the diagram shows, Sage ERP Document Management is a complete solution for all of the documents in your organization. And chances are, once you're organized at the office, you'll have more time to spend with family and go to the gym - thereby taking care of the popular "spend more time with family" and "lose weight" resolutions in the process!

We'd love to help you reach your goals, too! Call Arxis at 866-624-2600 to learn more about Sage ERP Document Management powered by Altec.