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CBA Green Bar
Resources > CBA Blog

Welcome to the CBA Blog!

The CBA Blog brings you tips, tricks, updates and general information for users of Peachtree & Sage 50 Accounting Software.

Processing Credit Cards in Sage 50

29
4/29/2016
It's now easier than ever to set up and process credit cards in Sage 50.   Let CBA and Sage Payment Solutions streamline your accounts receivable process and you'll start to see these benefits PLUS get a $400 statement credit:

  • Improve Cash Flow When you integrate all your points of payment directly to your bank for settlement—and to your accounting system for reconciliation—you maximize your cash flow. Sitting on checks and receipts minimizes your cash position, which impacts your business’ liquidity. 

  • Eliminate Manual Data Entry Manually entering data in both a point-of-sale (POS) solution and an accounting solution doubles the time it takes to complete the payments process. By integrating your payments environment, you can reduce time spent on accounts receivable (A/R) processing so you can spend more time on revenue-generating opportunities. 

  • Automate the Reconciliation Process Duplicate data entry also results in more manual errors, which someone has to untangle and reconcile. When payments automatically “post back” to the accounting system, errors are reduced, and posting and reconciliation are streamlined, saving time and money. 

  • Organize Your Payments Environment The payments industry is highly fragmented and confusing. An advanced, integrated payments portal can offer web and mobile access to a reporting dashboard, merchant statement, billing support, a single toll-free customer support line, and administration of all your connected payment devices, applications, and services, including your accounting system. 

  • Improve Your PCI Compliance Situation Payment Card Industry (PCI) certified payment platforms can improve your PCI compliancy as a merchant. These platforms remove your connected payment solutions from the scope of PCI (PA-DSS) by ensuring all connected payment solutions never store or transmit unencrypted credit card data. In return, your PCI audit is more streamlined. More importantly, your business is secure, and your customers’ data is safe. 

  • Improve Your Audit Position Manual processes increase auditor scrutiny and require additional sampling of data and processes, driving up your costs and use of resources. Automating those manual payment processes can cut costs on financial and regulatory audits. 

  • Gain the Value of Consolidation An automated and integrated payments environment is often offered by a single vendor or consortium, creating price efficiencies across a spectrum of payment service, while reducing the cost and complexities of managing multiple vendors. 

  • Take Advantage of What’s Next An extensible, integrated payments platform is more capable of adding advanced features and solutions, such as mobile payment apps, automated invoicing, or integrated loyalty systems. Traditional merchant accounts are standalone solutions that don’t “connect” or offer opportunities to add integrated payment services.

Call 480.945.4455 or 1.800.339.8224 to speak with a Sage 50 consultant or schedule a quick demo to see how easy it really is! 

By Tim Hambsch
 Add your comments
Sage 50 Payment Solutions
Process Credit Cards in Sage 50
Peachtree Credit Card Processing
Sage 50 Mobile Payments

Tweak Sage 50 Intelligence Reports With These 5 Tips

22
4/22/2016

Join us in this Sage 50 Intelligence training webinar and learn 5 tips (content based and created according to Sage 50 customer feedback) on how to expertly tweak a report using the Report Manager.  Among these tips, you’ll learn how to add and remove certain fields in your report.
  • Los Angeles: Thu, May 05, 2016 11:00 am
  • Denver: Thu, May 05, 2016 12:00 pm
  • Chicago: Thu, May 05, 2016 1:00 pm
  • New York: Thu, May 05, 2016 2:00 pm


By Tim Hambsch
 Add your comments
Sage 50 Intelligence Reporting
Sage 50 Business Intelligence
Crystal Reports
Sage Intelligence Reports
Peachtree Custom Reports
Peachtree Custom Reporting
Sage 50 Job Reporting

Sage 50 2016 Obsolescence Policy

20
4/20/2016
Sage 50 2016 will become obsolete on November 30, 2016.  If you are using the Sage 50 payroll feature please note that you will need to upgrade to the latest release in order to have payroll functionality on or after December 1, 2016.   Sage 50 2017 is scheduled to be released on July 12, 2016. 

The Sage 50 obsolescence policy is to support the current release of a product. Product support includes access to Sage Business Care, product updates, payroll solutions, and other add-on products or services.  Sage will provide support for an obsolete product until a customer's support plan for that product expires. However, access to product and payroll updates, and other add-on products or services will not be available.

You must be on the latest version of Sage 50 and have a current Sage Business Care plan in order to have access to any payroll features or functionality, except for Sage Managed Payroll.

If you have any questions regarding Sage 50 please call 1.800.339.8224.

By Tim Hambsch
 Add your comments
Sage 50 2016 Obsolete
Sage 50 2016 Payroll
Sage 50 2016 Upgrade
Sage 50 Obsolescence Policy

Sage 50 Premium Accounting 2016 - 30% Discount

6
4/6/2016
Purchase your Sage 50 2016 Premium Accounting (formerly Peachtree Premium Accounting) now and also receive the 2017 (scheduled release date is 7/12/2016)**.  This is the perpetual license (you own the software, it does not expire and you are not required to pay an annual renewal fee) plus the DVD is included! This offer includes the Basic Support Plan -- 3 support calls with Sage within 1 year of your date of purchase.  (Free S/H to US based customers.)
Sage 50 2016 (1 user)  $359  (Sage MSRP $449 + $50.95 for DVD)
Sage 50 2016 (3 user)  $679  (Sage MSRP $849 + $50.95 for DVD)
Sage 50 2016 (5 user)  $999  (Sage MSRP $12 49 + $50.95 for DVD)

Here are just a few of the capabilities of Sage 50 2016 Premium:
  • Manage inventory, employees, and customers.
  • Gain insight by comparing multiple budgets across four years.
  • Accurately track warranty claims, recalls, and more with serialized inventory.
  • Track profitability with job change orders.
  • Get module level security and multi-user options.
Call 1.800.339.8224 to purchase now....we have a limited number of quantities!

**Sage determines release date for the Sage 50 2017.  To receive your Sage 50 2017 upgrade you must contact Sage and provide a credit card to activate your Sage 50 Business Care Plan.   

By Tim Hambsch
 Add your comments
Buy Sage 50 2016 Premium
Discounts on Sage 50 2016 Premium
Buy Sage 50 2016 Perpetual License
Peachtree Premium Accounting
Peachtree Perpetual License

Sage 50 Business Intelligence Reporting Training Webinar Schedule

5
4/5/2016

Below is the schedule for the upcoming Sage Intelligence Report training webinars.  If you're new to Sage 50 or haven't explored this powerful reporting feature give us a call for a free demo!    

7 April 2016

Creating forms with Sage Intelligence Reporting part 1: Jobs
Did you know that Sage Intelligence Reporting can also be used to design forms as well as reports? In part 1 of our 4-part webcast series, we will explore how to create forms based on specific Jobs and phases.
[Suggested audience: Advanced user]
REGISTER


14 April 2016

Learn how to use interactive Dashboard reports to help you or your customers run their businesses more effectively
In this session, you’ll discover how to quickly and easily download, import, customize, and distribute Dashboard Analysis Reports with Sage Intelligence Reporting and the power of Excel®. These will save you or your customers time, help you make more-informed decisions and run your businesses better.
[Suggested audience: Beginner and Intermediate user]
REGISTER

 


14 April 2016

Creating forms with Sage Intelligence Reporting part 2: Customer/Vendor details
Ever wanted to create your own customer detail contact cards and forms? This webcast will show you how. In part 2 of the 4-part forms series, we explore how we can extract data using the connector module to create powerful customer contact cards, labels and forms.
[Suggested audience: Advanced user]
REGISTER

 


21 April 2016

How to get a comprehensive view of your current and prior year’s data in an interactive PowerView dashboard
This webcast dives deeper into your report creation and shows you how to get a comprehensive view of your current and prior year’s data. You will also learn how to place this data into an interactive PowerView dashboard.
[Suggested audience: Intermediate and Advanced user]
REGISTER

 


21 April 2016

Creating forms with Sage Intelligence Reporting part 3: Payroll
With Sage Intelligence Reporting, you can extract information from your database and create employee-detailed cards. Part 3 of our 4-part forms webcast series shows you how to do just that—perfect for employers who need to store and analyze important payroll information, such as I-9, W-2 and W-4 data.
[Suggested audience: Advanced user]
REGISTER

28 April 2016

Creating forms with Sage Intelligence Reporting part 4: Inventory
The final webcast in the 4-part forms series will explore how you can use Sage Intelligence Reporting to create your own custom inventory labels and packing slips. This webcast is perfect for inventory managers and stocking professionals.
[Suggested audience: Advanced user]
REGISTER

 


5 May 2016

Tweak your Sage Intelligence reports with these 5 tips
You’ve responded and we’ve listened. Join us in this session as we give you 5 tips, created according to your feedback, on how to expertly tweak a report using the Report Manager, Among these tips, you’ll learn how to add and remove certain fields in your report.
[Suggested audience: Intermediate and Advanced user]
REGISTER

 


 




















By Tim Hambsch
 Add your comments
Sage 50 Intelligence Reporting
Sage 50 Business Intelligence
Crystal Reports
Sage Intelligence Reports
Peachtree Custom Reports
Peachtree Custom Reporting
Sage 50 Job Reporting



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February (3)
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January (5)
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November (1)
•Sage 50 Credit Card Services & Mobile Payment Solutions
October (6)
•The FEAR of the End of the Year Physical Inventory!
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August (3)
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July (4)
•Sage 50 Business Accounting Software In New York
•FREE Sage 50 2015 Quantum Webcast
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•FREE Sage 50 Training for Sage Business Intelligence
June (1)
•2014 Midyear Review
May (3)
•Sage 50 Obsolescence Policy
•Thank you for all your support!
•Sage 50 Business Accounting Software in Ohio
April (2)
•The Future of Sage 50 Complete and Vertical Products
•Sage 50 Accounting 2015 Enhancements
March (4)
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•Sage 50 2015 Coming Soon!!
•Using Intelligence Reporting to Automatically Update Customer’s FTP Site
February (1)
•Getting Control of your Inventory

 2013
October (3)
•Don’t be Spooked by Year End... Be Prepared!
•Seven Reasons to Outsource Your Bookkeeping
•Analysis Paralysis
August (3)
•Sage 50 Business Accounting Software In Panama
•Sage 50 Business Accounting Software In Texas
•Using “Job” Costing Creatively in Sage 50
July (3)
•Sage 50 Business Accounting Software In Illinois
•Sage 50 Business Accounting Software In California
•Sage 50 Business Accounting Software In Florida
May (1)
•Where’s my Company Data?
April (3)
•IMPORTANT: Correct Business Care Renewal Pricing
•Sage 50 Intelligence Reporting
•Sage 50 2014 Released and Installed!!
March (1)
•WHAT’S NEW IN SAGE 50 2014
February (2)
•Renew your Expired Peachtree Quantum Now!
•Sage 50 Windows 8 Compatibility Update
January (2)
•New Year’s is Over ... Now What??
•Sage 50 Business Accounting Software In New Jersey

 2012
October (1)
•It’s ALL About Cash Flow!
September (2)
•Sage 50 Business Accounting Software In Louisiana
•How to Use Memorized Transactions
August (1)
•Sage 50 2013 Installation Tips
July (1)
•Custom Forms (Quotes, Invoices, PO’s, etc) are Slow to Print
June (1)
•Business Intelligence Inventory Report Missing in Sage 50 2013??
May (1)
•How can I easily compare monthly sales year over year for a specific item?
April (3)
•How can I put a Disclaimer on a Sales Invoice?
•Which Sage 50 "Flavor" is Right for Your Business?
•Sage 50 (formerly Peachtree) 2013 Early Bird Savings!!!
March (10)
•Sage Peachtree’s New Sage 50 U.S. Edition Names
•BI Report to Run 32 Financial Reports at Once
•April 2012 Sage Peachtree Payroll Solutions Update
•What Do Quote Approval and AR Collections Processes Have in Common?
•How to Add Your GL Account Numbers to your Financial Statements
•When asked if team, product or market is most important?
•MISys Manufacturing Service Pack v5.0.0.5 Released
•Can you Save 20% on your Credit Card Processing Fees?
•4.2% Employee SS Tax Withholding Rate Extended
•The Risk of Changing Last Year’s Accounting Data
February (1)
•Turn your Cell Phone into a Mobile Payments Device
January (1)
•Sage Peachtree is Going Away in 2012??


Tag Cloud
  • Intelligence reporting
  • Sage 50 business intelligence
  • Sage 50 intelligence reporting
  • Sage 50 training
  • Peachtree custom reports
  • Crystal reports
  • Sage 50 custom reports
  • Peachtree custom reporting
  • Sage 50 quantum
  • Sage intelligence reports
  • Sage 50 job reporting
  • Sage 50 2017
  • Sage 50 intelligence reports
  • Sage 50 inventory
  • Peachtree training
  • Sage 50 premium
  • Sage 50 report training
  • Peachtree reports
  • Sage 50 cloud
  • Sage 50 complete



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