Help Desk

2013 Year end and looking forward to 2014

#1 The importance of Budgeting

Does your organization produce budgets and track progress? As year-end approaches it’s a great time to resolve to create comprehensive budgets for 2014!
Why Budget and Forecast?

If you are only forecasting revenue but not budgeting expenses, you only have half the picture. By doing both, you can anticipate potential cash flow challenges, and make plans to manage through them. Also, budgets and forecasts are excellent management tools. They can help your team understand goals and be accountable for staying on budget and achieving revenue goals.

Sage 100 Payroll Instructions for Fringe Benefits

Set up a fringe benefit earnings code:

1. Open Payroll / Setup / Earnings Code Maintenance.
2. Create an earnings code and select “Fringe” from the ‘Type of Earnings’ drop-down box.
3. Enter information in all necessary fields, and click the ‘Accept’ button.

Sage Releases Easy, Adaptable CRM Solution to Meet Ever-Changing Business Needs

Latest Sage CRM features new social, collaboration and mobile tools to help increase sales, marketing and customer service activities Sage North America recently announced the release of Sage CRM 2013, adding a range of adaptable social, collaboration and mobile tools to its award winning, cloud-based CRM solution. The latest update is designed to help businesses [...]

Sage 100: Creating Efficiencies: User Preferences 101 Part 2

Sage 100 Creating Efficiencies: User Preferences 101- Part 2 Saving Report Settings Find Part 1: Creating Shortcuts for Frequently Used Tasks Here How many clicks does it take to get to the Sage 100 tasks you use most? How many clicks is that in a day? In a year? Those are valuable seconds that add up, [...]

Sage 100 ERP Help: Bank Reconciliation

Sage 100 ERP: Bank Reconciliation- Auto Check Reconciliation   Throughout the month, post all transactions: Checks in Accounts Payable Checks in Payroll Cash Receipts Wire Transfers through Accounts Payable Manual Check Entry Bank Transfers through General Ledger Transaction Journal Entry All other adjustments through General Ledger Transaction Journal Entry   In Bank Reconciliation – Main [...]

Thanksgiving Hours 2013

Here at Oasis Solutions Group, we realize how much we have to be thankful for this year. In observance of Thanksgiving, Oasis will be closed  Thursday, November 28th, 2013 Friday, November 29th, 2013 We will reopen for regular business hours on Monday, December 2nd.

Start 2014 with Improved Efficiencies and a Paperless Strategy

The new year is quickly approaching and your planning is probably well underway. If you haven’t already thought about it, this is a good time to consider your strategy in regards to processing paper. Are you missing opportunities for improved efficiencies with the software you already own? If you’re using Sage 100 ERP version 4.3 [...]

Sage 100 ERP: The Importance of Period End Processing

The Importance of Period End Processing  A recent email from a Sage 100 ERP client included the following comment “I know you will scold me for this but I have not closed any months.” That comment inspired me to write an article about Period End Closing. Do not be afraid! There is only one module [...]

SQL Experts Only: Tips & Tricks

I recently assisted a customer in adding a user-defined-field (UDF) to the CI_Item table to add a custom ship code.  The addition of the UDF is a routine process we do frequently for customers.  What made the request unique was they wanted the open Sales Orders, Sales Order History and AR Invoice History tables to [...]