Log into Abra Suite, and look for “Crystal Reports” in your bottom toolbar. Brandi lists a few issues that may affect your ability to see Crystal on the toolbar.
Crystal report modification begins with accesing the reports. Three issues may keep you from success: You don't have security rights to the reports menu, Cyrstal is not installed for you or you don't have the current version.
Sage 100 forms are printed documents that do not show up in the reports menu. In this video, we show you how to access these forms to modify them using Crystal Reports.
Crystal reports are powerful. But how do you get to them? Understanding where the reports are stored, how they show in the menu and how to access Crystal can be tricky. This video will show you how with Sage 100
Acumatica allows you to maintain multiple budgets within a year and retain all the historical budgets for reference. This video reviews how they work and how to load confirmed budgets from Excel.
When CRM comes online with Financials, some ground rules that need to be established with an understanding of how Financial Customer works along side a CRM Customer Business account. They are a common record that shares many data elements. And each also have data that belongs to them uniquely.
Acumatica provides the copy and paste functions in a large number of its data entry and maintenance screens. Once you become familiar with what you can do with this functionality, you can save a lot of time taking advantage of this feature.
Acumatica ERP provides security at the user level based on role. Then a second layer of security can be added based on company, division and department. At the screen level additional definition of access ranges from zero access to view to the most powerful -
This video will walk you through security by employee, company and role in Acumatica. You will also see how to resolve security issues and conflicts. Acumatica ERP provides a wide range of tools for security control. You can control access all the way down to the individual element on the screen.
The Acumatica ERP Generic Inquiry tool is used to build dashboards, simple data extraction, and integrations with other systems.This video will demonstrate one way to take a basic Generic Inquiry and change its behavior so you can drill down from one Generic Inquiry to related detail in another.
Security in Acumatica has many options. This video gives you some quick insight. After reviewing this video, we offer a two part training video that will tak you on a deep dive of users, roles and rules.
Sage HRMS has dynamic forms checklists that are easy to add to and edit. The checklists contain everything necessary for keeping track of HR information on your employees from hire to retire.
User defined data elements or custom fields are referred to as attributes in Acumatica. They allow you extend the data you can store. They require no custom programming. so they will not create issues with upgrades. Once created they are abailable for Generic Inquiries and all reports.
Modifying Sage 100 reports and forms can be done using Crystal Reports. Attach a built-from-scratch report and add it to the menu so other users can access it.
Sage HRMS security is a two part process. First you create your user groups. Then new users can be added to Sage HRMS and linked to a specific group. This quick video will walk you through the simple steps to get a new user added.
Adding a new location in Sage HRMS; department, branch or location codes. There are multiple areas, 5 steps that must be adjusted to insure that reports and general ledger interfaces give you your desired result. This training video will walk you through each step
Streamline your AP processing with Acumatica ERP with purchase order receipts. After your enter your PO, then process your reciept whene your goods arrive. That step will initiate your AP entry to reduce data entry and errors,
Scissortail HCM by Kronos: payroll tax management. This payroll software insures that you are filing with all the correct taxing authorities, deducting the correct amount by leveraging geo-spatial technology, and remitting timely deposits and reports with automated services.
Scissortail HCM software includes precision tools to manage employee absences and tardiness. There are multiple ways to manage attendance exceptions using Scissortail HCM. This video shows you an overview of the attendance board, exception setup and how managers can manually add them to employees.
Managing pointers with Sage Abra is simple with this quick video.You must open Abra HR before you can change the connectors. The you may go to Crystal to finish the connection changes. This video will walk you through the step
You can automate all your HR and Payroll compliance reporting with Scissortail HCM software by Kronos.This video shows you how to produce all these reports: OSHA, I-9 Onboarding, SSN Verification, Withholding, Vets 4212, EEO-1, FMLA forms, OSHA 300 Log, Training for ISO, 1094 and 1095 ACA, W2, 1099.
Streamline your work with Automated Notifications in Acumatica. Monitor all data in Acumatica and notify staff, vendors or customers when important changes occur. Watch this step by step video to understand how easy it is to create a sample email notification when an invoice is taken off hold.
All paper forms in HR and Payroll can now be converted to electronic. Begin one from a blank template or use an existing PDF form and attach Scissortail (Workforce Ready) data elements. Electronic signatures are stored for history and audit. All onboarding documents can be completed in advance.
Scissortail HCM gives you the ability to create custom forms by uploading a PDF into the system. These forms can be customized and based on departments or job responsibilities with different fields. This tutorial will give you a quick start tutorial for your own custom HR setup forms.
When you need specific, employee-related information at your fingertips, it is easy to add multi-record pages, reports, and other shortcuts within the customizable panels in Sage HRMS. Custom pages can be created for monitoring information, and then added to the panel.
Business Events automatically launch an activity in Acumatica. This video will show you how to launch an Import Scenario on a scheduled basis. In this example, we will auto-generate expense forms for employees to use.
Financial report writing is easy with this Excel-based tool. This quick video will give you the basics on how to create an income statement that is connected to your production ERP accounting software.
Security for employees in Acumatica ERP is powerful. This quick video will walk you through establshed a user to make sure they will work with security.
Lookups for filtering customer information are easy to customize within Sage 100. Anywhere you see the magnifying glass icon within Sage 100 you can use it to bring up lists and pick which accounts to work on. Create new views and turn them into default settings to save the lookups.
Customer refunds are a requirement in any ERP system. Acumatica ERP makes it easy by using a special transaction type to record refunds in AR. The system recognizes that, when it comes to refund payments, a customer in effect becomes a vendor.
The Sage HRMS payroll process can easily be customized. We will show you how to filter reports and tasks based on the process you follow. The process payroll screen can be customized through the system option. You can easily add transaction history and TimeSheets to your process.
Within Sage 100 you can use post-it notes as memos for a customer in the system. The function is accessible for inventory, customers, and vendors from the maintenance screen. These notes have visibility permissions that can be separated by department.
You can easily stay compliant with current hiring practices by creating EEOC reports within Sage HRMS. EEOC reports are an obligation for all employers who have more than one hundred employees. You can view EEO Job Group Age Analysis, EEO Headcount Detail, and various other reports.
Navigating Acumatica is streamlined with the feature that lets you create your own menus and favorites list. These are unique to each user and requires no system admin assistance
Learn how you can make it easier for your buying agents to easily and effectively negotiate your future inventory purchases using the tools in Sage 100 ERP.
Generic Inquiries are the most powerful reporting tool within Acumatica. You are able to select the exact data that you want and format exactly like you need it to appear. Darrell Scott will how you step by step how to modify the layout of your Generic Inquiry so it is easily displayed and read.
Scissortail HCM (sister product to Kronos Worforce Ready) allows both Geo-fencing and Geo-sensing as your employees clock in and out of the time collection system. Fencing allows you to restrict WHERE they clock from. Sensing is for those employees that get to clock away from your facility.
Learn how to create online forms easily in Sage HRMS with HR Actions Wizard. CS3 Technology will lead you through the process. You will be able to upload documents, add text boxes, and create signature lines. Once finished, employees will be able to process the form through ESS.
Selections lists in Sage HRMS allow you to select employees during any process or report. They make it easier within HRMS to calculate payroll or assign taxes. Once your selection list is created, you can use it within any payroll window within Sage HRMs to apply to any report or task.
A how-to tutorial for creating hanging crystal reports within Sage Abra Suite. With reports you already have created, it is simple to save them in the right place and customize your Abra Suite Menu with Crystal Reports by adding them from the HR folder.
By following a simple data path, you can use previously-created reports and save hanging Crystal Reports inside Sage HRMS, in the order you want them to appear. This how-to tutorial will show you an easy way to attach these reports inside HRMS for all modules except payroll.
When you need reports inside the Sage HRMS payroll module, it is easy to take preexisting Crystal Reports and add or 'hang' them to your PR screen. Watch this easy tutorial for how to complete this customization process.
In Sage Abra Suite and Sage HRMS, you can add custom shortcuts and panels to the easy access ribbon bar within the programs. Once all the panels are saved, all employees will be able to access the shortcut icons. The HR Ribbon Bar now has all your most important links for authorized employees.
This quick video will show you how to select one or multiple statements to be printed for a defined date range. It is really a simple two step process that allows you to edit and review online prior to your print generation.
Audit trails assist in determining who has made data entry errors. Education can follow when you know who made the mistake. Sage HRMS makes this easy with audit reports showing when and who made the changes.
Voiding an AP check in Sage 100 is just a couple of easy steps. The process is not well documented. The are easy to void. But the clean up is difficult if you do it incorrectly. This video will show you how.
Voiding a payroll check is easy with Sage HRMS. Ensure that all taxes are reversed properly and compliance reporting is addressed properly. This video will walk you through the steps to avoid the potholes.
Email notification can be created in Scissortail powered by Kronos (sister product of Workforce Ready). The notifications allow you tag employees with reminders to complete activities until accomplished. Once created the notification monitors the system for the activity for any given employee.
You can import data into nearly every Acumatica screen where you can manually enter data. Import Scenarios use Excel, SQL and other data sources to import transaction and master table data into Acumatica.This video tutorial demo will show you how you can import data.
Use business insights explorer within Sage 100 to see customer contacts, create an invoice, or process both cash receipts and sales orders. Each task can easily be completed in different windows. Sage 100 biz insights module allows you to more easily access data which is vital to your ERP system.
In this video, we'll discuss what kitting is and how it can help streamline yout inventory and sales processes in Sage 100 all the way through to creating the pick ticket for your warehouse staff.
When you leverage alternative items in Sage 100, it streamlines the process of order placement. Alternate items are created in an inventory list you can substitute for items that are out of stock or otherwise unavailable in your regular inventory list.
Learn how to make effective and efficient adjustments to general ledgers in Acumatica. We also will look at how to duplicate and modify journal entries.
The key to modifying your drop down list, is to NOT look under the module preference. While there are a few options for customization in this area, most drop down lists are managed and maintained in the “System/Automation/Automation Steps” area of Acumatica.
You can readily change what your inbox looks like within Cyber Recruiter. This allows you to create "collections" of applicants to quckly review and select interviewees
Scissortail HCM by Kronos allows employees to access information quickly with easy navigation. Processing payroll, approving time entries and quick access to reporting is expedited with this HRIS software tool. Workforce Ready is our sister product.
Manage a wide variety of automated workflows with Scissortail HCM software, powered by Kronos. CS3 Technology offers this broad and flexible tool to manage your HR and Payroll. Never overlook or skip Important tasks with workflow management that reflects your business processes.
Scissortail HCM by Kronos allows you to manage workers claims and OSHA incidents. It is important to have a tool in place allowing managers and administrators quick access to claim submission forms and reports.Workers’ Claims Management eliminates paper-based forms, streamlines incident submission.
Sage HRMS makes it easy to track your OSHA information and produce the reports you need! This video will show you how to track each incident. Within the inclident how to store physician information, time lost, and accident reports. Also store attachments.
Scissortail HCM software includes a broad, flexible tool that allows you to simplify payroll processing with easy to use variable payrates. Rate tables can be created by employee or department to make it easy to manage variable payrates based on job function, week days or shift differentials.
Benefit statements are a great way to show each employee your total investment in their salary and benefits. Send out this encouraging information from Sage HRMS annually.
Scissortail HCM by Kronos allows you real-time, immediate accesses to all employee data: HR, Payroll and Time. To streamline HRIS or HCM departments, all data needs to be house in one database and processed immediately.
Requesting time off with any mobile device can be accomplished with Scissortail Time and Labor Management. A couple of easy steps with any device that has a current operating system can be leverage with the Kronos engine.
Sage 100 Invoicing has been in production for years and works beautifully. But there is one little bug that Sage has never resolved. We will show you how to receive a payment on an AR invoice that erroneously says it has been paid.
Solve that pesky 'Has already been paid' error in Sage 100 Accounts Payable. This little bug has never been resolved by Sage and appears occasionally when trying to create a new check payment. You can resolve it yourself by following these simple steps.
Reversing invoices in Acumatica is easy. Understanding how credit memos are created and applied is important. Credit memos are necessarily tied to an invoice.
If you need to make corrections within Sage 500 ERP, reverse applications on payments and memos are easy to do. Darrell Scott, Senior ERP Consultant, has created a simple how-to within Sage 500 for the task in Accounts Receivable that allows you to undo posted transactions with one step.
This recorded webinar covers EEO-1 Component 2 reporting in Sage Abra after you install this patch. All the possible errors are also addressed This video will also watch you through the report generation which is due September 30, 2020.
The consulting team of CS3 recording the client meeting for Sage Abra users that still remain on this product. Understand the timeline, costs, alternatives and how to go about your transition after hearing this meeting.
Both Sage Abra Suite and Sage HRMS allow you to create quick reports through secure query with custom fields and data compilation. Within Sage you have the ability to group and export information into many file formats, including Excel and Word. These basic queries are easy to tailor.
Crystal Reports within Sage HRMS or Abra Suite have a simple process to create parameters for filtering records within a report. This way, you’re not re-building formulas for simple changes within a Sage Crystal Report. This tutorial shows you how to apply operators to your records to filter data.
Sage HRMS has dynamic forms checklists that are easy to fill out and initiate action. The checklists contain everything necessary for keeping track of HR information on your employees from hire to retire. Dynamic forms will streamline your forms management and make it simple to complete.
This recorded webinar will show you how to install and report the required EEO-1 Component 2 data. All the possible error messages are included How to install the updated from Sage HRMS patch and how to generate the reports.
This has really helped clients ensure they remain compliant with their Savings Plans and keeps them from OVER contributing which in turn saves dollars and heartache! Sage HRMS makes it easy to keep your plan in alignment.
An overview of Sage Knowledge Sync Alerts. Alerts improve workflow and productivity through a full automated system. Here, we discuss how to set up and execute alerts.
Scissortail HCM by Kronos report tools: You can easily add and remove columns, sort with a simple click, grouping is a snap. Report variations can be saved for repeated use. You can leverage all the data in the system plus create your own calculated columns.
Scissortial HCM (Workforce Ready) by Kronos allow employees to clock in and out with thier phone with geo-fencing protection for the employer. Inquire on time off, pay stubs and even w-2's can all be done via the employee's cell phone. Employees can even request time off.
Pay Statements, direct deposits, W2's are at your fingertips with Scissortail HCM (sister product to Workforce Ready) by Kronos. Quickly pull your paystub or salary information for credit applications or tax purposes
Managing employee performance with monthly, quarterly, or annual reviews. Scissortail HCM allows 360 degree reviews. Automatic workflow for approvals. Easily intergrate salary increases with performance metrics with Scissortail HCM powered by Kronos
A quick review of HRIS software powered by KRONoS that make the scheduling of employees a snap. With full integration to payroll and time collection, the scheduling tool provides the common information needed for all departments. Workforce Ready is our sister product.
Streamline your recruting process with email templates. Ensure that consistent language is used throughout the recruting process. Scissortail HCM by Kronos is easy with this quick video that is part of Applicant Tracking System.
Navigation within Scissortail HCM is very simple. The home screen has a configuration of widgets that become short cuts to what you need most often. They are easy to design and can be unique to each user of the system.
Reports with Acumatica are powerful. A quick tip on how to test before moving into production will save you a lot of time, build confidence with your team and ensure that the correct information is available to your frm.
Comprehensive rules manages the approval process for time sheets ensuring that hours are valid before payroll. This cloud based solution leverages current technology that makes it easy to roll this out to your employees with biometric clocks, card swipe clocks, online web punches or mobile options.
Before you run your first payroll of the year, you must update your maximums for benefit deductions, both the employee and employer side. This video will walk you through the steps in Sage HRMS to ensure all deductions are processed correctly.
Knowing how to update your benefits rates is essential during open enrollment. Holly shows you how to make sure you update the correct rate tables in Sage HRMS.
This video explores some powerful tools that Acumatica has when it comes to uploading and managing transactions efficiently. We'll also show you how to manually manage long entries and imports from other systems. These can be used for general ledger entries or long accounts payable allocations.
Excel is an extenstion of the Acumatica tool set. This video will show you how to leverage it for both importing data and exporting information from Generic Inquiries.
How to manage versions of reports in Acumatica is answered with this quick video. Duplicating an existing report and modifying it is the wise choice. You can then always fall back to your previous version. A great safety net.