News and announcements

Sage Fixed Assets Version 2018.1 Incompatibility Issue

We recently had a client that was on version 2016 of Sage 100, they also were on an older version of Sage Fixed Assets and needed to upgrade the Sage Fixed Assets to version 2018.1. Upon doing the upgrade they received the error “Unable to cast COM object…” in Sage 100, after install the Sage Fixed Assets Client 2018.1.

So, what is the cause of this and how can it be resolved?

The cause of this “Unable to cast COM object…” error lies in the Crystal Reports runtime version (SP21) which is installed with FAS 2018.1, SP21 is not compatible with Sage 100 versions 2017 versions and earlier.

To start with replace existing pvxwin32.exe.config located in the “2016” installation of Sage 100 Standard …\mas90\home\ with a copy of the same file from Sage 100 Standard 2018. The pvxwin32.exe.config new file can be obtained from Sage 100 Support.

Then visit all the Workstations that have Sage 100 and install the FAS client, that is the fix.

In addition, Sage Support did a great job documenting the fixes for other scenarios with different versions of older and newer Sage 100. The Knowledge Base Link is here.

Keeping Your Software Up To Date

Most software companies will support old versions of their software for a limited amount of time.  Sage, our main vendor, only supports two prior versions of their software for Sage 300.  A new version of Sage 300 comes out just about every year.  This is not uncommon as most software vendors have a similar policy.  Therefore, when Sage releases the 2019 version they will soon thereafter discontinue support for the 2016 version.  Old unsupported versions will most likely still work fine in the short term, but they come with a risk.

Recently one of our clients was hit by a virus.  Fortunately they have good backups and were able to mitigate the damage.  They decided to update their server and all of their workstations.  Support for their accounting software had stopped a few years back due to changes by Microsoft.  When they installed all the new hardware they encountered a number of issues with the old software.  They now are facing an unplanned upgrade.   They were perfectly happy with the old software, but there is always the risk that it will not run properly with new hardware.

Now we do not recommend that you always have to upgrade to the latest version and we continue to support old software even when it no longer supported by the vendor, but we are limited in what we can do.  Technology changes quickly and we do not want to hold a company back from using newer, faster and easier computer equipment and software, because they have an old accounting or ERP system.  If you are currently using unsupported software we recommend replacing it as soon as possible.  Definitely within the next year or two.

What you will find out when purchasing a new system is that many software companies are moving to a selling on a subscription basis.  This will significantly reduce the first year cost of the software, but future years many have a larger cost.  This is the way that Sage now sells most of its products and it is the way they sell Sage 300.  Interestingly, the future yearly subscription price is about the same as the old annual maintenance fee.  There is an activation fee in the first year and of course the cost of setting up the software, moving data and training users. We have not found a client that would pay more under the new pricing plan than if they were to purchase the software under the old method and keep paying for their annual maintenance.

The moral of the story is you can either plan to upgrade your software or wait for a disaster and be forced to upgrade.  We prefer working planned updates.  It is less stressful for you and easier too!

Announcing New Training Format for Partners and Customers at Acumatica Summit 2019

Acumatica customers and partners can look forward to Acumatica Summit 2019 continuing it’s yearly trend of supplying a full slate of comprehensive cloud ERP training. However, there is an update: we have a new training format. Don’t worry, we think you’ll like it.

At Acumatica, they are constantly improving their cloud ERP software. This is because they want to provide customers who use it and partners who sell it with the very best cloud ERP solution possible. They also strive to make the annual Summit better every year. And a major part of their  improvement efforts stem from the feedback that they receive from you, their customers and partners. After last year’s annual Summit, you said the training track sessions (which you considered extremely insightful) and the training track format could be made even better to meet the needs of certain members of the Acumatica community. They listened, and  made some updates. The new training format will be introduced at Acumatica Summit 2019, coming January 27-February 1, 2019 in Houston, Texas.

Reminder: if you register for the Summit right now, you can still take advantage of our special early bird pricing.

A variety of training is available in flexible training periods, you can check out Acumatica Summit 2019 by going to their registration website located at:

GO TO REGISTRATION PAGE

SALES TAX AFTER THE SUPREME COURT WAYFAIR CASE

I want to thank Joseph F Bigane, III, CPA, MST for the following article on the resent supreme court rules on sales taxes.   Joe is one of the most knowledgeable person on this topic and he wrote this article for particularly for small businesses.

SALES TAX AFTER THE SUPREME COURT WAYFAIR CASE

On June 21, 2018 the world of collecting sales tax in jurisdictions all over the United States changed forever.  The US Supreme Court held that it was no longer required that a seller must have a physical presence in a jurisdiction in order for that state (or subdivision thereof) to impose an obligation on sellers to collect the jurisdiction’s sales tax.  The dust has not yet settled and many jurisdictions are still determining how and when they will impose this duty.  Further, different states have different taxes, which for this article will all be referred to as “sales tax.”  Finally, the rules of South Dakota, the state in the Wayfair case, established a floor of $100,000 or more than 199 transactions in the prior year as the minimum activity in the state in order for the duty to collect to be imposed.  Other states may have different minimums but it is anticipated that they will not be smaller.

Having to collect a State’s sales tax is referred to as having “nexus.”  This is not a new term.  Before the Wayfair decision, nexus was achieved by having some form of physical presence in the State.  Wayfair did not change that; it merely expanded it to include the concept of economic nexus – doing enough business in the state over the internet or by other, non-physical means to exceed a determined floor.  If the business had physical presence nexus before this decision then it has been exposed to the obligation to collect sales tax for a time period predating Wayfair.  Such a situation should be discussed with a professional that can help you “get squared away.”

Remote sellers who now have nexus in states outside their home states are going to have to consider the following issues:

  1. determine how much sales dollars was earned in each state in your last fiscal year and

your current fiscal year

  • sales are made to the location to which physical goods are shipped, not

to where they are billed

  • sales of services have special rules, but generally will be sourced to where

they are received or, if point of receipt unknown, where they are billed

  • revenue subject to sales tax will vary by state. It may or may not include:
  1. freight and shipping
  2. installation
  • training
  1. warranties
  2. determine if each state taxes your particular goods and/or services are the

goods/services that you sell exempt by state law

  • are the goods/services that you sell exempt to some or all of your buyers
  • if your buyers are exempt, you will need to obtain from them the appropriate

state exemption certificate

  1. do you sell by drop shipment
  • these sales will now be counted to determine if you exceed a state’s

floor and either tax or an exemption certificate will need to be collected

 

Unfortunately, the states do not at this time have a common set of laws stating what is and what is not taxable or exempt.  So, sales into one state may be taxed while sales into a different state may not.  Some states tax most services (SD, NM) while other states have a list of “enumerated services” which they tax.  Here, too, there may be wide differences in the definition of what a service does or does not entail.  If you sell or license software you will need to determine if the state considers it canned or custom or both.

 

While there is no fifty state determination at this point, nor is there any serious indication that the federal Congress will intervene to provide a national solution, there are many states which are setting up their rules to be applicable as of October 1, 2018 or January 1, 2019.  So, you do not have the luxury of putting this issue off.  Collecting sales tax is an administrative burden but the money is collected from your customer and does not come out of your bottom line.  If you fail to properly collect and remit taxes, and the state(s) ultimately find and audit you, then the money (tax, penalties and interest) will come out of your bottom line.

 

So now is the time to talk to your professionals and determine in what states you will have to register as a tax collector and how you will determine the amount of tax you will need to collect for each transaction.  While a certain number of states are members of the Streamlined Sales Tax Agreement and can provide a simplified method for registering and filing, it may still be necessary for you to invest in sales tax software to determine the correct amount to charge for each transaction.

 

Acumatica 2018 R2 Launch Day and Roadshow Event Series

Register Now for Acumatica 2018 R2 Launch Day and Roadshow Event Series

Join us for a free event as we launch the latest release of Acumatica. Hear how Acumatica 2018 R2 will increase your productivity and accelerate your growth with new enhancements.
Join us in your city to get a first look at all of the new, exciting features!

REGISTER NOW

WAC – Sage Webcast Series Avalara: Automating Sales Tax and Certificate Compliance

From the specialized tax research necessary to maintain rates and taxability, to shifting jurisdictional boundaries, to evolving payment and filing requirements to even resale certificate management, the apparent costs and complexities of sales and use tax compliance are easy to spot. However, cutting-edge technologies and superior processing logic help manage the most complicated tax issues, such as situs, nexus, tax tiers, tax holidays, exemption certificate management and product taxability rules.

Join us on 7/26/18 at 1 p.m. ET as we identify the dangers and explore and opportunity to improve processes and reduce tax compliance risk with sales tax automation. By attending this webinar you’ll learn how:

• Avalara enhances sales tax functionality
• Exemption certificates work and why they are important
• Easy it is to manage and report on tax with Avalara
• AvaTax product solution set works (demo)
Sign up here:

 

 

4 Reasons You Should Consider Sage-Integrated Document Management

Organizations across all sorts of vertical markets have saved money and grown business by optimizing their Sage ERP with a document management and workflow solution integrated to Sage. The need to go paperless is not limited to a few verticals; it’s widespread!

You too could benefit from document management. With a Sage Endorsed document management solution such as DocLink, you’d no longer waste money on storage fees, shipping, or the cost to recreate lost documents. Think of how long it takes to approve the average invoice. For many, that approval process is tedious – you must wait on other employees without any visibility. Now think of using a mobile application to access, share, and even approve documents all from your phone. How could a solution like DocLink Mobile benefit your business?

Still, we recognize that the decision to ditch the paper can be hard for organizations. We understand that some are simply set in their ways! Perhaps you don’t even realize the business process bottlenecks paper is causing or the unseen cost of manual processes in the workplace.

Read below for a quick look at four very common indicators that you too could benefit by going paperless:

1. If your company has two or more people working in the Accounting Department, you’re probably processing a good volume of invoices! Your approval process likely involves multiple steps and might not offer document visibility throughout. With automated workflow, approvals can be expedited and better managed. You can even delegate tasks to other employees (when you’ll be gone on vacation, for instance) so that business is never at a halt.

2. Does your company have more than one office location? What about remote employees? If so, you might be spending a fair sum of money moving paper between locations. You and your coworkers are probably familiar with the pain of not being able to easily access documents. By going paperless, you can eliminate unnecessary courier and postage expenses—and your employees can spend their time on more productive efforts.

3. If your company uses off-site storage facilities, you’re also spending funds that could be put to use elsewhere! Anyone familiar with the hectic process of pulling out those files will definitely appreciate the ease with which you can access and share documents in an electronic repository. Instead of waiting or asking for someone else’s help, employees can instead serve themselves and access files in your secure document repository.

4. If your company is in any sort of highly-regulated industry such as healthcare, food and beverage or manufacturing, you likely adhere to strict requirements related to the storage, access, and processing of files. This time-consuming process can be completely changed with workflow, output automation, and tight file security and history provided by integrated document management.

Do you fall under any of the categories above? Are you aware of different ways paper is bogging your company down? Join us on our upcoming educational webinar on a Sage-integrated document management solution, DocLink.

Join us for a webinar on May 17 at 1 p.m. ET (10 a.m. PT) to learn more about DocLink and see it live. See how DocLink can help you:

  • Eliminate paper-based bottlenecks like AP invoice approval
  • No more chasing down paper, view documents right within Sage
  • Allow users to retrieve supporting documents instantly and easily, on any device
  • Automate the delivery of documents and associated data to customers, vendors, partners
  • Increase control and visibility of transactions

Acumatica Cloud ERP Best of Summit Anaheim wrap-up and comments

Acumatica Cloud ERP Best of Summit Anaheim wrap-up

On April 26, 2018 we had the chance to spend some time with the leaders of Acumatica Cloud ERP at their Best of Summit Anaheim event.

This was an Acumatica Customer, Partner and Potential Customer event. We learned about the new features and enhancement to the new Acumatica 2018 R1 version, heard from customers that had very interesting stories of coming off very old systems and implementing Acumatica Cloud ERP. Some very long-term customers and some just recently making the decision to move forward.

Acumatica Cloud ERP now has over 4,000 customers and is continuing to gain much momentum in the ERP space. We look forward to hearing more and please stay tuned. The upcoming 2019 Acumatica Summit will be in Houston Jan 27th though Feb 1st at the Houston Marriott Marquis.

We hope this was helpful. We are very excited about Acumatica Cloud ERP . If you have any questions, please contact us, call 760-618-1395 or email us at info@caserv.com and we will be happy to help.

 

TPAC 2018

This past February was the Third-Party Advantage Conference (TPAC) held in Vancouver, British Colombia, Canada. I had the opportunity to visit this beautiful city and participate in the conference that brings together a great group of products and people on the Sage 300 ERP platform. Sage Business Partners, Development Partners, and customers from all over the globe were in attendance to discover what products are available on the market to enhance an end user’s Sage 300 experience.

I was in Vancouver the week before TPAC to attend a pre-conference training session for AutoSimply, one of the featured third-party exhibitors at the conference. The two-day training session discussed how to utilize the Manufacturing Order Module (version 2018) within Sage 300. The Manufacturing Order Module allows end users to create Bills Of Material (BOMs), manufacturing order entries, returns, and receipts. Other modules that were discussed, which can be added to Sage 300 in addition to the Manufacturing Order Module, includes Manufacturing Lots for lot control operations; Production Planning for budgeting and forecasting; and Shop Floor Control for tracking manufacturing operations such as runtime and operation downtime. AutoSimply also discussed their Inventory Barcode Manufacturing product which allows end users to scan compatible barcodes and automatically upload the information to their Sage 300 ERP. End users can also create Purchase Order (PO) Receipts, PO Returns, Order Entry (OE) Shipments and OE Returns from their handheld barcode scanning device.

At the end of the two-day AutoSimply training session, I was awarded a Certificate of Completion from AutoSimply.

I also attended a conference session regarding new features coming to the next version of Sage Alerts & Workflow led by Donald Farber of Vineyardsoft, a developer of the product. The next version of Sage Alerts & Workflow will be web based for convenient user access along with modern web screen designs.

Sage Alerts & Workflow is a query reporting software that notifies end users of events that users without Sage Alerts could only “wish they had known sooner.” These events include lists of: customers with open invoices due over ‘x’ days ago; customers whose credit cards expire next month; open sales orders that have not been shipped yet and are past the expected ship date; orders that have been shipped to the customer but have not been invoiced, etc. These reports can be set to automatically run on certain time intervals such as “Daily at 9am” or “Every 4th Friday of the Month,” and sent via email, text, or fax to persons of different departments and management levels internally and externally according to a business’ needs. Sage Alerts & Workflow is a great tool for users to keep track of their business from all angles.

Overall, TPAC 2018 was a successful and enlightening event to attend, to forge new relationships and learn about different products that operate alongside Sage 300. I look forward to attending again next year!

Sage 100 Success Story with Mervin Manufacturing Snowboards

WAC Solution Partners Helping Businesses to Grow Effectively

 

As providers of accounting software, implementation and support, we offer a wide range of solutions designed to fit businesses and non-profits of all sizes. Our combination of products and services allow you to better manage your accounting and to make insightful decisions about your company’s future.

EXPERTISE WITH LOCAL ROOTS AND NATIONAL REACH

This is a success story about a very fun customer Mervin Manufacturing that we began working with in 1989. It was a great partnership.

Mervin Manufacturing is home to Lib Tech, GNU, Roxy and Bent Metal Bindings and is a leading designer and manufacture of snowboarding products. We began working with Mervin Manufacturing in 1989 when they were just a 10-year-old company.

They were looking for a partner to help them grow their business to the next level. Our company provides small business bookkeeping services as well as Accounting Software system sales, implementation, support and training.

They originally called us because we were close to their Seattle office, initially it was a box of checks. The project was to reconcile their bank accounts and do monthly financial statements for them, we did all the accounting on our system.  We also did their accounts payable and payroll.

As the company grew further they asked us to provide an in-house accounting system and computer network system. We sourced an IT company for the computers and sold them Sage 100 (Formally MAS 90). Their original customer base was on an Apple Macintosh that we helped them bring over to the new Sage 100 (Formally MAS 90) system.

This was a phased in training and implementation, first the financial modules including General Ledger, Accounts Payable, Accounts Receivable and Payroll. And then the distribution modules which included Inventory, Sales Order and Purchase Order.

We trained the customer staff from the ground up as they had never had much experience with Sage 100 (Formally MAS 90) or other accounting systems.

Upon completion of the Software Implementation we continuing as their outsourced accounting company. We provided monthly financial statements, did their payroll for them, closed all the accounting and distribution modules monthly. We remained their accounting company for over 10 years.

Eventually Mervin Manufacturing was sold to Quiksilver and in recent years the company was repurchased and now operates as an independent standalone company under Altamont. They are home to many snowboard enthusiasts and many Olympic snowboard athletes.