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Financial Ratios Part Two: How to Identify Your Company�s Financial Risk Using Debt Ratios & Sage Intelligence Reporting

11/2/2016

REGISTER HERE and learn how to understand the financial performance of your company using Financial Ratios and Sage 50 Intelligence Reporting.

Date and time:	Tuesday, November 15, 2016 2:00 am Eastern Standard Time (New York) Tuesday, November 15, 2016 3:00 pm (Singapore) Tuesday, November 15, 2016 6:00 pm (Sydney, Australia)
Duration:	45 minutes

Now that you can identify what the financial position of your company is, this webcast will look at the Debt Ratios. These are the ratios which tell you the company's overall debt load, and provide you with the mix of your equity and debt.

Debt ratios are very important and can be used to determine the overall level of financial risk to a company and its shareholders. The ratios that will be addressed in this webcast are as follows:

Overview of your company's debt status

The Debt Ratio
Debt-Equity Ratio

The mix of debt and equity for your company

Capitalization Ratio

Identifying if your company can meet its obligations

Interest Coverage Ratio
Cash Flow To Debt Ratio

If you are new to Sage Intelligence Reporting here are a few Sage 50 custom reports we've designed for other Sage 50 users!

All new CBA customers also receive 1 hour of FREE Sage 50 Intelligence Report Training with a Sage 50 Certified Consultant. If you are new to Sage 50 and have questions or would like a complimentary demo of the Sage 50 2017 capabilities please contact us at 1.800.339.8224.

By Tim Hambsch

Sage Intelligence Report Training Webinar

10/25/2016

Learn how to understand the financial performance of your company using Financial Ratios and Sage 50 Intelligence Reporting.

Date and time:	Wednesday, November 9, 2016 2:00 pm Eastern Standard Time (New York)
	Wednesday, November 9, 2016 12:00 pm Mountain Standard Time (Denver)
	Wednesday, November 9, 2016 1:00 pm Central Standard Time (Chicago)
	Wednesday, November 9, 2016 11:00 am Pacific Standard Time (San Francisco)
Duration:	45 minutes

Knowing if your company is going to make a profit short and long term is vital for both the survivability of the company, as well as the benefit received by shareholders. In this webcast you will learn now to measure the profitability and financial performance of your company using Financial Ratios. These ratios give you a good understanding of how well the company used its resources in creating profit.

Here are some of the Ratios we will be looking at in this webcast, which will give your insight into the your company�s profit:

The profit a company generates on its sales at the different stages of an income statement
� Profit Margin Analysis

Calculate the effective tax rate of a company
� Effective Tax Rate

How effective a company is at generating income from its resources
� Return On Assets
� Return On Equity
� Return On Capital Employed

Here are a few Sage 50 custom reports we've designed for other Sage 50 users!

By Tim Hambsch

Sage 50 Intelligence Training Webinar

10/4/2016

Sometimes we need to see Sage 50 data at a high level and when things are not balancing or something looks off, you may want to drill down into the details. By learning how to create a drill down with data you have selected and which you know will give you a better understanding of why an amount might be off, you'll be able to put your mind at ease.

On Thursday, 10/13/2016 @ 3:00am EST discover how to ensure your reports are always accurate. (By registering you will be able to access the recorded webinar and watch at your convenience.)

If you are a beginner or intermediate user this webcast is for you. Also for Accountants, customers, report writers and business partners.

CBA is Certified in Sage 50 Intelligence Reporting....we can train you to write your own Sage 50 custom reports or prepare them for you or help you tweak the ones that are provided within your Sage 50 accounting software.

Here are a few Sage 50 custom reports we've designed for other Sage 50 users!

All new CBA customers also receive 1 hour of FREE Sage 50 Intelligence Report Training with a Sage 50 Certified Consultant. If you are new to Sage 50 and have questions or would like a complimentary demo of the Sage 50 2016 capabilities please contact us at 1.800.339.8224.

By Tim Hambsch

How to Improve Your Reporting Practices

9/19/2016

A lot of small and medium-sized businesses aren�t aware that they can use reports to check on the health of their business and instead rely on their bank account balances to �guesstimate� their current financial position. Unlike a bank balance, reports tell you how, where and when you earn and spend your money and how you are tracking against your budget and/or a previous year.

Here are some tips to improve your reporting practice:

Invest the time. Time is the #1 excuse why businesses don't figure out a reporting system that works for them. Ironically, reports ultimately save time and create efficiency and provide accurate guidance with regard to the health of your business.
Get great software and know how to use it. To run your business efficiently you need a software that meets your needs and make the most of it's features and functions. Sage 50 Intelligence reporting (a reporting feature that is included in all Sage 50 2017 accounting software products) is the most powerful reporting solution in the industry for small and medium-sized businesses.
Create custom reports. Your business is unique and chances are your reporting requirements are too. Take the time to create / customize the reports that suit your business.
Reporting frequency. To spot trends you'll need to decide how often you'll review your reports. It varies from business to business, but we suggest weekly and run the key reports frequently as needed.
Keep accounting data up to date. Your reports are only as good as the data.
Keep it simple. You want to quickly see what's going on with your business. Charts and graphs make it easy to digest and decipher the health of your business.
Eliminate excuses for not meeting reporting deadlines. Sage 50 Intelligence reporting eliminates the need for waiting weeks or even months for financials (this greatly diminishes the value for management decision-making). If your accounting data is current, with the click of of a button and a little run-time you'll have the financial data you need.

If you are looking for a reporting tool or want to learn more about Sage 50 Intelligence Reporting or Sage 50 custom reports call 1.800.339.8224 or contact us here.

By Tim Hambsch

Love Excel But Need Better Reporting?

9/14/2016

If you need more control or better reporting Sage 50 Intelligence is the reporting tool that can solve your challenges!

See how to get the most value, in the shortest time, out of your reports. One of the key features included is the financial Report Designer, which, with the power of Excel, will allow you to create the financial reports you need when you need them.

Register here for this 1 hour webcast on Thursday, 9/22/2016 @ 11:00 am EST. (If you are new to Sage 50 or Business Intelligence Reporting this webinar is for you!)

CBA is certified in Sage 50 Intelligence Reporting ... we can train you to write your own Sage 50 custom reports or prepare them for you or help you tweak the ones that are provided within your Sage 50 accounting software. Here are just a few we've designed for other Sage 50 clients!

By Tim Hambsch

Learn How to Combine Periods in Excel to Create Quarterly Financial Statements

8/30/2016

Attend this free Sage 50 Intelligence Report training webinar and learn how to combine multiple periods in one column, allowing you to quickly create a quarterly Financial Statement in minutes!

View the on-demand Sage Intelligence Reporting webinars

Date and time:	Thursday, September 15, 2016 3:00 am Eastern Daylight Time (New York)
	Thursday, September 15, 2016 5:00 pm Australia Eastern Standard Time (Sydney)
	Thursday, September 15, 2016 3:00 pm Singapore Time (Singapore)
Duration:	1 hour

By Tim Hambsch

See more of our custom Sage 50 (Peachtree) reports here!

Vouchers Using Sage 50 Intelligence Reporting

8/9/2016

If you use a voucher system to approve expenditures and control cash within your company and you�d like to print them from Sage 50 you can by using Sage Intelligence Reporting! We�ve created voucher forms and you can print a single one or a batch of them within a date range. There are Sales Journal Vouchers (Sales Vouchers), Cash Receipts Journal Vouchers (Cash Receipt Vouchers), Purchase Journal Vouchers (Purchase Vouchers), Cash Disbursement Journal Vouchers (Cash Disbursements Vouchers or Cash Payment Vouchers) and General Journal Vouchers available all the information required for review and approval.

For more information contact us or call 1.800.339.8224.

By Tim Hambsch

Printing Vouchers in Sage 50

Vouchers in Sage 50

Sage 50 Intelligence Reporting and Vouchers

Peachtree Vouchers

Sage 50 Business Intelligence Reporting Training Webinar Schedule

8/2/2016

11 Aug 2016	Sales series, part 1: How to create your own sales dashboard August is all about putting the selling power back into the hands of your sales people! In the first part of this three-part webcast series focused on sales reports, you�ll learn how to create your own sales dashboard using the sales analysis container in Sage Intelligence Reporting. This is perfect for sales managers who want to get a clearer view of the performance of their sales teams. [Suggested audience: Advanced users] REGISTER - event over

	TIME ZONES
	North America	Rest of World
	PT � 11:00, (UTC -8)	CAT � 20:00, (UTC +2)
	CT � 13:00, (UTC -6)	SGT � 02:00, (UTC +8)
	ET � 14:00, (UTC -5)	EDT � 04:00, (UTC +11)

16 Aug 2016	Discover the convenience and benefit of using Microsoft Power BI with Sage Intelligence Reporting Join Peter in this webcast as he demonstrates how to connect Microsoft Power BI with Sage Intelligence Reporting to enable you to create rich, interactive visualizations of your data. This will make it easy to keep up to date with the trends in your business and identify the decisions that need to be made to steer it on a path of success. [Suggested audience: Intermediate and Advanced users] REGISTER - event over

	TIME ZONES
	North America	Rest of World
	PT � 06:00, (UTC -8)	CAT � 15:00, (UTC +2)
	CT � 08:00, (UTC -6)	SGT � 21:00, (UTC +8)
	ET � 09:00, (UTC -5)	EDT � 23:00, (UTC +11)

18 Aug 2016	Sales series, part 2: Sales rep commission and scorecard report In part two of the sales series of webcasts, we will show you how to use the Report Utility to download and import a sales rep commission report as well as a sales rep scorecard report. You will then learn how these reports can work for your business. This is a must-see for sales managers and company owners. [Suggested audience: Advanced users] REGISTER - event over

	TIME ZONES
	North America	Rest of World
	PT � 11:00, (UTC -8)	CAT � 20:00, (UTC +2)
	CT � 13:00, (UTC -6)	SGT � 02:00, (UTC +8)
	ET � 14:00, (UTC -5)	EDT � 04:00, (UTC +11)

23 Aug 2016	Sage Summit Recap Power up your Excel skills for effective business reporting Microsoft Excel is pervasive, powerful, and easy to use�yet most business users still only understand a fraction of its functionality. Enjoy this informative session as the Sage Intelligence Reporting experts share the power of Excel as a business reporting tool. This session will showcase a number of powerful financial functions and formulas, PivotTables and PivotCharts, and working with Datalists�all functionality that can significantly improve your reporting skills. [Suggested audience: Beginner and Intermediate users] REGISTER - event over

	TIME ZONES
	North America	Rest of World
	PT � 08:00, (UTC -8)	CAT � 17:00, (UTC +2)
	CT � 10:00, (UTC -6)	SGT � 11:00, (UTC +8)
	ET � 11:00, (UTC -5)	EDT � 01:00, (UTC +11)

24 Aug 2016	Sage Summit Recap Customizing and analyzing reports: Become a power user of Sage Intelligence Reporting and produce more meaningful information Take your knowledge of Sage Intelligence Reporting to the next level. Join us as we unleash the power of Sage Intelligence Reporting in this session with many useful tips for business reporting and report customization. See close-up demonstrations of best practices and tips. Learn more about the power of Sage Intelligence Reporting and how it leverages Excel, giving you the freedom to customize and analyze reports specific to your business� unique requirements. [Suggested audience: Advanced users] REGISTER - event over

	TIME ZONES
	North America	Rest of World
	PT � 11:00, (UTC -8)	CAT � 20:00, (UTC +2)
	CT � 13:00, (UTC -6)	SGT � 02:00, (UTC +8)
	ET � 14:00, (UTC -5)	EDT � 04:00, (UTC +11)

25 Aug 2016	Sales series, part 3: Sales flash report and aged receivables report The final episode of the sales webcast series will show you how to download the sales flash report, as well the new and improved aged receivables report, using the Report Utility. You will then learn how to get timely, actionable sales insights from your data. This webcast is highly recommended for sales reps and managers. [Suggested audience: Advanced users] REGISTER - event over

	TIME ZONES
	North America	Rest of World
	PT � 11:00, (UTC -8)	CAT � 20:00, (UTC +2)
	CT � 13:00, (UTC -6)	SGT � 02:00, (UTC +8)
	ET � 14:00, (UTC -5)	EDT � 04:00, (UTC +11)

1 Sep 2016	Inventory series, part 1: The inventory analysis report Welcome to Inventory month! This advanced four-part webcast series is going to help you get a better handle on your business�s inventory. In part 1, you�re going to learn how to explore your inventory and get more control using the inventory analysis report. You�ll also learn how to use Excel add-ins to further create an inventory dashboard report for more meaningful data reads. [Suggested audience: Advanced users] REGISTER - event over

	TIME ZONES
	North America	Rest of World
	PT � 11:00, (UTC -8)	CAT � 20:00, (UTC +2)
	CT � 13:00, (UTC -6)	SGT � 02:00, (UTC +8)
	ET � 14:00, (UTC -5)	EDT � 04:00, (UTC +11)

8 Sep 2016	Inventory series, part 2: A consolidated inventory analysis Learn how to consolidate the inventory analysis container to get a better view of your inventory spread across multiple companies. This webcast is ideal if you have multiple warehouses/companies in different locations. [Suggested audience: Advanced users] REGISTER - event over

	TIME ZONES
	North America	Rest of World
	PT � 11:00, (UTC -8)	CAT � 20:00, (UTC +2)
	CT � 13:00, (UTC -6)	SGT � 02:00, (UTC +8)
	ET � 14:00, (UTC -5)	EDT � 04:00, (UTC +11)

By Tim Hambsch

Positive Pay Files Straight From Your Sage 50 Check Register

6/29/2016

Positive Pay is an automated fraud detection tool offered by the Cash Management Department of most banks. In its simplest form, it is a service that matches the account number, check number and dollar amount of each check presented for payment against a list of checks previously authorized and issued by the company. We can create a Positive Pay Report using Intelligence Reporting that takes the information directly from your Sage 50 Check Register and creates either the .CSV or .TXT file format required to be submitted to your bank for payment authorization.

Contact us for more information on how we can create this for you in Sage 50 Intelligence Reporting!

By Tim Hambsch

Sage 50 Positive Pay

Sage 50 2017 What's New

6/29/2016

If you are on an active Sage Business Care Plan Sage 50 2017 and Sage 50c 2017 (cloud) will appear in the �Check for Updates� window within the existing version of Sage 50 on 7/12/2016. As such, Sage will no longer send download links and activation keys to existing Sage 50 users.

As with all new releases, this one must be installed first on the server, and then on all workstations that have Sage 50 installed. Once the new version is installed on the server, workstations will be unable to connect to Sage 50 until they are also upgraded with the new release.

We typically advise our clients to hold off from installing an upgrade or update for a few weeks to ensure there are no "bugs" or issues with the new release. (Yes, this has happened in the past!)

The biggest change with Sage 50 2017 is the ability to process credit card, debit card, and ACH (electronic bank transfer) transactions directly in Sage 50 and review your merchant account transactions from within the new Payment Center dashboard in Sage 50. This capability requires that you set up an account with Sage Payment Solutions to process credit cards. Sage Payment Solutions is competitively priced and is a HUGE time-saving seamless integrated solution. If you are interested in learning more and getting a quote please contact us for more information.

Also with the 2017 release the Sage Intelligence Reporting feature will be activated automatically.

If you have questions or need to purchase Sage 50 2017 (perpetual license or subscription) please call 1.800.339.8224 or email us!

By Tim Hambsch