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

Sage Alerts & Workflow

Companies with systems that automatically monitor, assess, and report on data not only anticipate events before they happen, are more competitive, more proactive and more profitable. Learn more about the tools available to you to help you make more proactive decisions to benefit your organization and eliminate the phrase “if only we had known”.

Join us online for a Sage/WAC lunch and learn session on Thursday March 22, 2018 at 1 p.m. ET to discover the tools you need to become more data-driven, better manage your critical business activities and maintain great business relationships with your customers and vendors.

When you attend the webinar session, you will also learn more about:

  • The 8 types of business conditions you should be on the lookout for
  • How to be automatically alerts so that you can respond quickly to trends, exceptions, and anomalies.
  • How to automate tasks currently done manually (such as invoicing & statement delivery)
  • Quantifying your organization’s need for “business activity monitoring”

An Article that may help you understand what Sage Business Alerts can help you with in your business.

It’s What You Don’t Know That Can Hurt You

The author Mark Twain was once asked about his many business ventures – most of which had failed. Twain explained how his ventures had failed not because of bad technology (most of the items he invested in became very successful realities, but under different ownership), but rather had failed because he had not kept an eye on their progress. He summed up the lesson that he had learned as follows:

“Put all your eggs in one basket – and watch that basket.”
If anything, that phrase is truer today than it was 100 years ago – and it’s especially true regarding ERP applications. Organizations have vast quantities of information that they need to keep watch over; invoices coming due, stock running low, changing buying trends, and so on. What with corporate downsizing and fiscal belt-tightening, few – if any – organizations have the luxury to turn to an employee and say, “Hey you – it’s your job to keep an eye on our ERP data and if anything looks wrong, let me know.”

And so, your net result – like Mark Twain’s – is that you don’t watch over all the “eggs” in your ERP basket and bad things happen. You write off bad debt. You throw away expired inventory. Late deliveries become commonplace. And you lose some of your best customers.
This is exactly what Mark Twain was talking about; keeping watch over your investments (in your case, your ERP data). In Twain’s day, the “watcher” had to be himself; but in our day, we can automate the “watching process”. And that’s exactly what you should be doing if you wish to avoid the same kind of problems that Twain experienced.

“Automated watching and responding.” That’s what Twain was talking about. He needed to constantly monitor his business ventures. He needed to know immediately when something looked out-of-whack. He needed to know when “discoveries” should have pushed him in another direction. And he needed to watch over all his ventures equally well; his problem wasn’t that all his ventures were failures, but rather that he paid more attention to those that were doing well than those that weren’t.

You can apply these same concepts to the monitoring of your ERP data. Whether it’s receivables, inventory, manufacturing, or some other area of ERP, they all need equal “watching over”. And to do this today, you need a technology that embodies the same characteristics that Twain found lacking in his own approach to his prospective inventions:

  •  Focus. Invest in a technology that focuses on doing one thing: identifying and
    responding to business conditions in your business data. Business is increasingly
    complex today; you need to be able to identify sophisticated conditions (such as
    customers who have changed their buying habits) and then communicate those
    conditions in a wide variety of ways.
  •  Delivery. Twain was fortunate in that the methods of communications in his day were
    limited; today you must consider email, fax, cell phone, instant message, dashboard,
    and social network. Some information must be in quick one-line alerts, other must be
    delivered as analytical reports or standard forms and documents. It all comes down to the right information via the right people via the right device.
  •  Independence. Twain didn’t have one invention going at a time; he had multiple. Just
    like you don’t run your business just on your ERP system – you likely have a CRM
    system, an HR solution, and maybe a help desk application. You can’t play favorites
    when it comes to “watching” – a solution must monitor and respond to all your business
    applications, commercial as well as home-grown. And don’t forget incoming email – one
    of the top three sources of information coming into businesses today.
  • Integration. “Interoperability” is the key word of today when it comes to business
    applications like ERP, CRM, and HR. You must realize that sometimes the most critical conditions aren’t always represented by information in just one of your business
    applications – but rather in the combination of data between two or more applications.
    Invest in a “watching” solution that combines, analyzes, and responds to disparate data
    across your entire organization.

It’s interesting that 100 years after Mark Twain’s passing, we can still take lessons from him. Success – whether defined as the launch of an invention or defined as a productive ERP solution with well-managed customers, partners, and transactions – is dependent on your ability to watch over, identify, and respond to changing business conditions.

Review of Sage Sessions in Los Angeles, February 13, 2018.

It was my pleasure to attend the first Sage Sessions at the Los Angeles Westin Bonaventure. This was the first of 10 Sage North America events. 6 US cities and 4 Canadian cities.
The single day events focus was on Sage partners, customers and solutions, with powerful keynotes, networking opportunities, product demos, and more. These events replaced the previous mega conferences called Sage Summit located in one city over a week-long period.
SageSessions was a fun informative breath of fresh air from our perspective as a longtime Sage Business Partner. It was close in Los Angeles, so we had the chance to invite many of our local customers in the Southern California area and being only one day it was very easy to attend.
The hosts from Sage were Dave Faupel @davezamazing VP Field Marketing, and Nancy Harris @SageNancyHarris Managing Director Sage North America @SageNAmerica. The opening message from Nancy was “We are all about customers and we are interested in your success.” We loved that message.
The keynote was John Garrett @RecoveringCPA, TheRecoveringCPA.com. John gave an incredible talk about being relatable and real and “Don’t let your professionalism suffocate your personality. After the initial keynotes there were technical content and business development sessions focused on real issues customers are facing in todays world as well as several updates on new Sage Products.
One of the sessions I attended and really loved was Sage 100c tips and tricks done by Johnnie Woodward @JohnnieWoodward ‏ Sage Field Sales Engineer – Sage 100 & Sage CRM from Sage. There were several new features presented that most people in the room could really benefit from.
There was a section of the conference dedicated to product demos from many of the sponsors, Sage and ISV’s that provide a wealth of information to our customers.
All in all, SageSessions was an absolute great investment of our and our customers time.
A list of upcoming sessions scheduled at this time:

Chicago, IL April 24
Hyatt Regency Chicago
151 E Wacker Dr.
Chicago, IL 60601

Toronto, ON May 8
Westin Toronto
One Harbour Square
Toronto, ON M5J 1A6

Austin, TX May

Atlanta, GA June

Montreal, QC June 26
Hyatt Regency Montreal
1255 Jeanne Mance St.
Montreal, QC H5B 1E5

Edmonton, AB July

New York, NY July

Seattle, WA August 7
Hilton Bellevue
300 112th Avenue SE
Bellevue, WA 98004


Vancouver, BC

Registration and Detailed Information



Registration and Detailed Information

Acumatica’s recent Summit recap

Acumatica Summit

We recently wrapped up a wonderful week of networking and education at Acumatica Summit in sunny San Diego.  What a fantastic event! Last year when I attended my first Summit I felt like I was drinking from a fire hose.  We were introducing ourselves to a new community of software development partners, getting familiar with the product interface and meeting so many new people.  This year, I was much more relaxed and really felt like I could enjoy the community of Acumatica Partners and the class sessions.

The keynotes shared a wealth of information about the direction cloud deployment is going and leading the pack in many ways is Acumatica ERP.  John Roskill discussed moving to the multi-cloud environment and the importance of having a business system like Acumatica which takes advantage of the multi-cloud world.  Here is a copy of a side John presented in his presentation which shows the multi-cloud products Acumatica integrates with today.

Acumatica Summit


Acumatica’s early and ongoing investment in web services and REST API endpoints has allowed our application and customers to work in the multi- cloud world.  This is very cool technology and is available in the application today.  We had two development partners, Infinity HR and DocuSign both demonstrate how they are able to integrate their applications using the API endpoints.

This is just one example of the many exciting advancements Acumatica customers will be able to take advantage of in the near future.  Acumatica announced the release of version 6.1 at the conference also.  This version includes many features customers have been asking for like, the ability to change the sales order customers, approvals for expense receipts, enhanced warehouse shipper addresses, and increased integration with Power BI.

It is so fun to be involved with a true technology company like Acumatica. I look forward to a successful year and next year’s conference in Nashville Tennessee January 28-31, 2018.

Written by Gary Jensen

WAC Solution Partners- Utah

(801) 561-9955


Sage Summit 2017- location and date announced

Sage has dabbled in “tour” events for the past few years encapsulated in the Sage Inspire Tour.  This tour traveled around to several dates and locations per year in support of the much larger annual Sage Summit event.  The tour seemed to be touted as reaching some of the people who may not have a chance to make it out to Sage Summit and yet others who would attend both.

The 2016 Sage Summit in Chicago IL. was the largest reported Summit with 15,000 registrants.  Although the prior year’s Sage Summit in New Orleans was a large one, it reported 7260 in attendance.

The usual process of announcing location and date at the closing of Sage Summit did not take place in Chicago this past year.    In fact, it is nearing the end of January and we are just now getting a glimps of information with a date and location.  This information also comes with a change in the usual time frame from of July each year, to now May for 2017.  It will be a bit of a challenge for all parties involved to keep the momentum going in getting sponsors, customers and partners in one place with such a small planning timeline.  But we are committed to doing so!!

Watch for further announcements from WAC Solution Partners regarding the upcoming WAC Customer Connects at Sage Summit 2017.  For now we leave you with the details we have thus far.

Sage Summit 2017

Georgia World Congress Center, Atlanta

May 9-11, 2017

To get yourself signed up for updates and details, CLICK HERE and register.

Thank you and we look forward to seeing you at Sage Summit 2017 in Atlanta!

WAC Solution Partners- Midwest Office to Host 2nd Annual Food Drive

The Midwest office in conjunction with their suite-mates, Proceed Innovative and Undo Identity Theft is hosting their second annual food drive.

The office (also known as 200 N. Executives) consists of three local small businesses all sharing space and resources.  This group has been working together for over eight years in some capacity and they are all very involved in many community programs such as local chambers of commerce, business networking groups, and Rotary International.

Food Drive 2016

Michael Ericksen, President of WAC Solution Partners- Midwest, in conjunction with his Rotary group, originally put together the School District 54 Food Pantry which has expanded into two locations. The need for helping the local community in this capacity was formed when it was noticed that many students were coming to school hungry.

The 200 N. Executives held this local food drive last year and donated a large car-trunk filled with canned goods and non perishables.  We look forward to donating at least three car-trunks full this year.

The food can be dropped off at the office anytime during business hours 8:30-5 during the drive dates of November 1st through December 18th.

1501 E. Woodfield Road Suite 200N

Schaumburg, IL 60173

For more information on the food pantry check out the School District 54 food pantry site here.

For any questions regarding this food drive please contact Kari-Ann Ryan at 847.605.1590.

Thank you for your support.

Business Tips from Magic Johnson at Sage Summit 2014

I attended Sage Summit last month.  Sage Software is attempting to change this event from being a software training event to focusing on small businesses.  There were a number of programs that had nothing to do with Sage Software, but were very useful for small business owners. Magic Tweet

Magic Johnson was part of one of the keynote panel discussions and he discussed his life after basketball.  Magic Johnson is the second richest basketball star worth about $500 million dollars.  He has many good ideas, but I will list only a few that stayed with me.

First, the secret to success is “Passion & Love.”  If you do not have a passion for your job you will never be truly great at it.

Second, we need to keep reinventing ourselves.  The ability to adapt and adjust will serve you greatly as your market place changes.

Third, look for people who are hungry to grow.  The best person for the job is not always the person with the best resume.  Sometimes it is the person who has the skills to do the job, but a hunger to get better.

Fourth, hire people smart in people skills.  It doesn’t matter how smart a person is, if they cannot get along with customers or other employees they may be better off working somewhere else.

Fifth, always make the business about the customer and not yourself.  This may be a bigger issue for celebrities, but there are many business owners with big egos.  Make sure your business has the right focus.

Sixth, make sure that there is a demand for your product.  It is very difficult to create demand.  Magic owns over 100 Starbucks coffee houses.  All of them in the inner cities.  There is a large demand in those locations and they are under served.

Seven, surround yourself with people smarter than yourself.  You don’t have to be the smartest person in your company; in fact you shouldn’t be…

Finally, Magic suggested doing a SWOT analysis twice a year.  SWOT is Strengths, Weaknesses, Opportunities and Threats.

Overall, Sage Summit was very successful in its attempt to provide useful information to small business owners and not just information about their products.  If you use any Sage products you may want to attend Sage Summit next year in New Orleans.

– Michael Ericksen, WAC Solution Partners-Midwest

If you would like to watch the keynotes including Magic Johnson please check them out here: Sage Summit 2014 Keynote

Preparing for a Vendor Conference


some of the many ribbons given at the conference last year.

Kari-Ann and I will be going to Sage Summit Conference this week, so we have been preparing so we get the most out of the conference.  Our preparation consists of a few items.  I have had the most success when I have a “To-Do” list of three to six issues that I want answers to.  With this to do list accomplished I have left previous conferences feeling that I have achieved something for my time.

So what are the issues and how do I make my list?  My first step and most important one, is to be in contact with my key clients to see if they have any needs that have not been met.  I also identify areas where I may want to expand my practice.  Lastly, there may also be some new technology or program that I have heard about, but currently do not fully understand.

After I have created my list, I need to schedule the classes I will take.  Some of the classes may produce solutions to my issues.  I will also schedule time to visit the booths at the expo and have a game plan to do so.  I tend to map out the expo and make sure I hit the key booths that are needed to answer my issues.  If I have to go back more than once during my conference visit, then I make sure and do so.  While visiting the conference and expo I make sure to say hi to old friends as I have been a long time in this industry.  I look for new products and add-ons that work with the solutions I already offer.

Finally, before I leave the conference, I will review the “To-Do”.  I want to make sure I have answered all my questions, or at least have made an attempt to.  I make sure to have connected with the sources that may be able to help.  There is nothing worse than getting back from a conference and wishing I had asked someone a question.  Take advantage of the resources provided and enjoy the experience. Don’t forget to bring home tons of giveaways (pens, Frisbee, stress ball, etc) from the conference for the kids or staff and a nice little something for the Mrs. or Mr.

-Michael Ericksen

WAC Solution Partners- Midwest

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