Thursday, January 31, 2013

Sage 100 Enhancement Requests and Sage 2014

There are over 1,400 ideas submitted to date on Sage's Ideas site for Sage 100 ERP:

The site collects feedback on what users would like to see in future versions of the product. 

C&G recently sat in on a PAC (Product Advisory Council) webinar with Sage personnel to assist with planning some new features to be added to the Sage 100 ERP 2014 product.  What's noteworthy is that many of potential new features came directly from feedback submitted on the site

Here are some ideas posted to the feedback site as examples of Ideas that users have voted on in large numbers:

Provide the Option to Eliminate the Pop-Up "Remove Invoices from Printer"

Perform Receipt of Invoice Against Multiple POs

Add a Flashlight Icon in AP Invoicing to view Entries Created

Ability to Set the Default for 'Print Full Comments'

Ability to Group Emails by Customer from Paperless Office

Leave Purchase Order Open After Quick Print

Add 'Keep Window Open After Print/Preview' to Custom Reports

Visit the site today to share your feedback!

Wednesday, January 30, 2013

Sage CRM project: 6.2 to 7.0 upgrade

C&G recently assisted a customer with their upgrade from Sage CRM version 6.2 to version 7.0.  The 7.0 version brings the new feature of interactive dashboards.  This upgrade also prepares the customer for their eventual upgrade to version 7.1 when they upgrade Sage 100 to Version 2013.

Sage 100 Version 2013 is compatible with Sage CRM version 7.1 SP2.  This version brings with it many new features:
  • Exchange Integration
    • Seamless, server-side syncing
    • Add external attendees to CRM meetings.
    • Outlook plug-in for filing emails and adding new contacts
  • E-marketing
    • Scheduled email blasts
    • Open and click metrics
    • Customizable template library
  • Marketing module enhancements
    • Modify contact details from the call handling screen
    • Clone campaigns
    • View lead conversion statistics
    • Attach global and contextual documents to emails
  • Interactive dashboard enhancements
    • User and administrator welcome dashboards
    • Set up multi-linking gadgets
    • Link third-party gadgets to Sage CRM gadgets
  • Enhanced report charts
    • Animated and interactive charts
  • Ability to add-in free components from Sage:
    • Sage 100 Integration: Collections Management
    • Sage 100 Integration: ERP Query
    • Mapping
    • Tablet and iPhone templates

Monday, January 28, 2013

Sage 100 project: Company split

One of C&G's customers decided to split one of their companies into two legal entities.  C&G assisted the customer with developing a plan for the split, including the financial aspects (GL trial balances, accounts receivable customer open invoices and accounts payable open invoices) to the distribution and manufacturing aspects (work order operation codes, bills of materials, part numbers and open quantity balances on items).  The process went smoothly with the work being divided up between the customer and C&G. 

Tuesday, January 22, 2013

Sage 100 customer project: Simplify pricing

C&G recently assisted a customer by dramatically simplifying the pricing rules in their Sage 100 ERP system. 

Over the years, pricing records had been added at periodic intervals and had become cumbersome to maintain on a consistent basis.  Taking a different approach to their pricing model and leveraging powerful capabilities with the system, we helped our customer translate their written pricing practices into Sage 100 pricing rules, reducing the number of pricing records they needed to maintain from 7000 down to only 5.

Wednesday, January 9, 2013

C&G Consulting Named to Bob Scott’s VAR Stars 2012

C&G Consulting has been selected as a member of the Bob Scott’s VAR Stars for 2012, a group of 100 organizations honored for their accomplishments in the field of mid-market financial software. "This is exciting news for our firm and we are honored to be recognized for helping small and mid-size businesses with their technology needs.” said Rick Sovitzky, partner.

C&G Consulting was selected based on factors such as growth, industry leadership and recognition, and innovation. “Each year, 100 VAR Stars are picked from the best organizations that market financial software. It is always an honor to recognize those who contribute to the development of our business,”said Bob Scottexecutive editor.

For close to 20 years, C&G Consulting has been helping businesses throughout southeastern Wisconsin and the nation manage their technology investments. Our team of professionals includes Microsoft Certified System Engineers, Certified Public Accountants, and Certified Forensic Analysts.

As a leading technology services firm in the Midwest, C&G Consulting actively participates in and serves on the board of many industry associations, including Alliott Group, Information Technology Alliance (ITA), and the Association of Information Technology Professionals (AITP).

Bob Scott has been informing and entertaining the mid-market financial software community via his email newsletters for 13 years. He has published this information via the “Bob Scott’s Insights” newsletter and website since 2009. He has covered this market for 21 years through print and electronic publications, first as technology editor of Accounting Today and then as the Editor of Accounting Technology from 1997 through 2009. He has covered the traditional tax and accounting profession during the same time and has continued to address that market as executive editor of the Progressive Accountant since 2009.

Updated 2013 Q1 Tax Tables for Sage 100 ERP

Sage has released a new update to the Sage 100 ERP (formerly MAS 90 / MAS 200) payroll tax tables for the first quarter of 2013.  This update contains the new Federal withholding tables released by the IRS last week as well as the federal dependent exemption increase to $3,900.  Changes were also made to various state tax tables (including Illinois).

To download these new tax tables, log into the Sage Customer Portal at  On the left side, under the Download Product Updates section, click the Tax Table Update link.  To verify that the new tax table update was installed successfully, preview the Installed Modules Listing under Library Master>Reports and verify that the 2013-Q1 Tax Tables show a release date of 1/4/2013.

The Federal tax tables for 2013 also include the following:
  • an increase in the employee Social Security tax rate from 4.2% to 6.2%
  • an increase in the Social Security wage base for both employees and employers to $113,700
  • a calculation for an additional employee Medicare tax of .9% on wages over $200,000
For additional assistance with installing this update, give us a call at 877-526-8226 or email