To stay competitive, you need your accounting software and business productivity software to work together and offer indispensable functions like graphical reporting, integration, customization, and drill-down functionality. The Custom Office module for Sage 100cloud (formerly Sage 100c, 100, MAS 90 and 200) systems provides the solution with a suite of tools composed of Customizer and the MS Office Link, which integrate with the Microsoft Office suite.
MS Office Link
Since the MS Office Link provides a direct connection between a Sage 100cloud task or record and the desired Microsoft Office application, it is perfect for one-time, one-record integration. You can launch the MS Office Link from a button on the appropriate screen.
A set of template documents is included for each Sage 100cloud module, such as letters in Word and standard email in Exchange software. The MS Office Link also allows you to access the template documents specific to the task displayed. For example, in customer maintenance you can automatically create a welcome letter, credit limit advisory letter, and dunning letter, while in vendor maintenance you can create a letter requesting a price quotation. Similarly, you’ll have access to add and view attachments that are specific to the displayed data record. For Accounts Payable transactions, this might be a scanned-in image of the original invoice; in Inventory Management, it could be a picture of the item.
With Customizer, you can change the appearance of your Sage 100cloud screens to match the way you prefer to work, helping to increase productivity by improving data entry speed and accuracy.
- MS Office Link
Automatically merge accounting information with Microsoft® Word, Excel®, or Exchange software to quickly create custom documents, messages, and attachments.
Modify Sage 100cloud screens to work the way you run your business—even add user-defined fields— all without programming.