Happy Holiday Scam – son (Season)

Unfortunately, scammers to do not take off for the holiday season.  In fact, it appears the scams increase!  Last week a scam surfaced around the country.  A number of bomb scares were reported requesting a bit coin payment.  Since none of the “bomb” were detonated, this appears to have been just a scam.

Bomb scares are not the only scams during the season.  Just in the last few days I received a phone call from someone that reported they were receiving information about my business computer having problems.  I was too busy to play with them, so I did the right thing and just hung up.  Other companies that you have no relationship with are not getting information about your computer.

Also, with tax season being just around the corner, the IRS does not notify you of any tax problems with a phone call.  They ALWAYS send a letter in the US mail.

The only institutions that may call, email or text you are your bank and credit card companies.  Normally you will only receive these notifications if you sign up for them.  Just to be extra cautious, do not reply to the notification, but call your bank or credit card company via the number on your statement or their website.  If it is a legitimate concern, they will forward you to the correct person to resolve your issue.

Again, if you get an unsolicited phone call about any computer issues, just hang up.  The same goes for tax issues.  If you get a strange pop up on your computer, shut it down immediately.  If it will not let up shut down your computer, unplug it! and contact your IT department or a computer professional.

Unfortunately, the holiday season is a busy time for scammers.  Don’t let the business of the season allow you to let down your guard.  Happy Holidays and be careful!







Sage 100 How to copy a Custom Office task or screen to another user and company

Question: Mike, we own Sage 100 (formerly MAS90) and we would like to know how to copy a Custom Office task or screen to another user and company.

Answer: The Sage 100 Custom Office module can be copy as shown in the step outlined below.

NOTE: We advise that you consult with your certified Sage 100 ERP consultant before making any changes to your Sage 100  system. If you don’t currently work with a Sage 100 consultant, contact us,

Steps are show below:

  • You should first determine the Customizer Panel that needs to be copied, in the example below we have a Custom Office modification on the Accounts Receivable Customer Maintenance task. First you will want to open that task by going to Accounts Receivable>Main>Customer Maintenance. You should then right click on the mouse, Panel Setting and Customizer.

  • From the Screen select the Company and Users you want to copy from the “Modify and Already Existing Panel” and click OK.

  • The Customizer Panel will open, and you can read the Panel Name on the top, in this case the name is “AR_CUSTOMER. M4L PMAIN. Then close the Customizer.

  • From the Module task select Customer Office>Customizer Selection.

  • Select [Customized Panels] Accounts Receivable> The User-Company that you want to copy. On the right side at the bottom click on the blue copy button.

  • This will open another screen, select either All Users or a specific user and the Company to Copy to and the Except.

  • You will see a final screen and that the Customizer has been copied, in the example ###-XYZ indicates All users and Company XYZ, you can check to the actual company and user and you will see that the screen has been copied.

Sage 100 How to create a credit memo in Sale Order Invoices

Question: In Sage 100 (formerly Sage MAS90) sales order invoice entry why and how do I create a credit memo?

Answer: Normally Credit memos are done to return something such as damaged goods or the wrong item was shipped to the customer. You would do it in Sale Order Invoice Entry because you want to take advantage of the Ship to Addresses that are in Sales Order.

First, you will need to make sure that the Open Item or Balance Forward flag in Account Receivable Options are set to Mixed, which will allow you to do Credit Memos in Sales Order Invoice Entry.

Second, select Sales Order>Main>Invoice Data Entry, select the Invoice number, Customer Number, Invoice Type select: Credit Memo.

Third, from the Apply to Invoice Number box you can lookup the Invoice to apply the Credit Memo to.

Forth, go to the line tab and enter in the items to be credited, make sure they are positive numbers and Accept.

Fifth, you can now Print the Credit Memo and Update the Daily Sales Reports/Updates.

Sage 100 ERP (MAS 90): How to Import ADP Payroll to Sage 100 GL

Question: Mike, we own Sage 100 ERP (formerly Sage MAS90); we also use ADP for our Payroll. How can we import the ADP Payroll information into the Sage 100 ERP General Ledger? We spend many hours manually typing this data into Journal Entries now.

Answer: You can import ADP Payroll into Sage 100 ERP, using the General Ledger Data Exchange Utility that is a part of the General Ledger module.


First Step:  You will need to ask your payroll company to provide you with a CSV file of the General Ledger data. In the example below we have used the Alternate Exchange Format .

Sage 100 ERP Payroll resized 600

Sage 100 ERP Payroll

Second Step:  You will need to setup the Data Exchange, General Ledger>General Ledger Exchange. This will open up a wizard as shown, and follow comments and screen shots below:

Sage 100 ERP Payroll

Click Next

Sage 100 ERP Payroll 2

Select Import Data, and Click Next:

Sage 100 ERP Payroll

Select Transactions and Click Next:

Sage 100 ERP Payroll6 resized 600

Enter Name and Click Next:

Sage Payroll

Set Duplicate Procedure to: Do not import new entry, Click Next:

Sage 100 ERP Payroll8 resized 600


Click Next:

Sage 100 ERP Payroll9 resized 600

Click next:

Sage 100 ERP Payroll10 resized 600

Make sure the file has been saved as a CSV file, set Exchange File Type to CSV, set  Exchange File Name, Click next:

Sage 100 ERP Payroll11 resized 600


Select Alternate File Name, click next:

Sage 100 ERP Payroll12.png resized 600

Click Finish:

Sage 100 ERP Payroll13 resized 600

Proceed, and test first, once this is complete then you can go into

General Journal Entry and review the Journal is correct and then Update.

Sage 100 ERP Payroll14 resized 600

You can then do Payroll Journal Entries each period from General Ledger Exchange shown in the second to last screen shot and save many hours in Journal Entry processing.

Written by Mike Renner, Partner WAC Consulting, Owner at Computer Accounting Services 


Continuous Improvement

I was recently at an event and everyone in attendance was posed the question: “Who your favorite client is and why?”  My answer was “The client that is always looking to improve their business.”   “Not just a client that is talking about it, but they are actually taking steps to improve,”  I am lucky enough to have a number of those clients.  They are always looking at ways to improve what and how they do business, and in many cases, how software can be used in the process to make this happen.

Recently I worked on a project in which one of my clients is using outreach to their customers to not just frequently contact them, but to also suggest additional products that they may like.  They base the additional items off of their normal spending practices.  The outreach is done in a direct mailing which includes the customer’s current standings, and what they need to do to get larger discounts.  Then it also introduces them to an item that they have not purchased in the last twelve months or possibly ever before.

One advantage our “favorite” clients have is that the constant improvement keeps them way ahead of their competition.  By always looking for ways to improve, it also keeps them from becoming stagnant.  What has your company done lately to improve?  What will you do this year to make your business stronger?  Take some time to look at your business and do not get stuck doing something just because it is the way you have always done it.

-Michael Ericksen

WAC Solution Partners- Midwest