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Sage 100 and Sage 100cloud Roadmap Update: February 2018

February 22, 2018 by Wayne Schulz

Sage just released the latest version of their Sage 100 and Sage 100cloud roadmap. This version appears to have been generated around January 2018 and includes estimated release dates and features through version 2019.0 which is scheduled for release December 2018.

Most of the Sage 100 and Sage 100cloud modules have recently been updated to framework with Payroll and Job Cost receiving a full update in version 2018.

The remaining modules, which includes Work Order, MRP and Timecard, are shown on this roadmap as scheduled for upgrade to framework within the next 1-2 years.

Of the more notable enhancements scheduled:

  • Timecard moves to framework (scheduled March 2018)
  • Sage Budget & Planning added as Sage 100cloud benefit (scheduled March 2018)
  • Work Order moves to framework (scheduled September 2018)
  • Paperless Office 365 (scheduled December 2018)

The popular Paperless Office feature which allows for printing of registers, forms, and reports to PDF is also set to receive a technology facelift soon. Once upgraded, the paperless office enhancement will use Microsoft OneDrive as a storage option.

For a full description of scheduled Sage 100 and Sage 1oocloud features please see the roadmap PDF below:

 

For a full version of the click – Sage 100 and Sage 100cloud February 2018 Roadmap 

 

 

 

 

Filed Under: Sage 100cloud, schulz consulting Tagged With: sage 100

QuickBooks Pro Limitations Explained

May 30, 2016 by Wayne Schulz

 

Are you thinking about purchasing QuickBooks but unsure whether you can fit within the product’s limits? Not sure what those limits are?

Are you a QuickBooks users wondering when your company will hit the limitations build into the Intuit accounting system?

Luckily Intuit publishes the limitations of QuickBooks Pro on their website so that you can review them ahead of time to decide whether your company will fit into the capabilities of QuickBooks Pro.

First, consider that overall QuickBooks is designed for companies with under 20 employees and less than 2 million dollars of annual revenues. That doesn’t mean it won’t work for larger companies. It only means that the typical QuickBooks users are within these parameters. Companies that are expecting to grow beyond these capabilities might consider starting with a more robust accounting system to avoid a migration as the company grows.

Intuit provides some guidance for determining if your company will fit within their product limitations:

QuickBooks is designed for small businesses with 20 or fewer employees and annual revenue of less than two million dollars. The ideal use of QuickBooks is to keep at least two years of detailed transactions in a company data file so that you can run comparative reports and have prior-year project information.

The rate of growth of QuickBooks company data files varies significantly from company to company. There is no “average” or “typical” data file size, since businesses track different information. How quickly a file grows depends on the number of transactions, the amount of information entered per transaction, and the number of “links” per transaction.

For example, someone who enters 500 1-line invoices per month might find that their data file is smaller than another person who enters 100 5-line invoices per month, while someone who usually receives five separate payments per invoice would have a larger file than someone who typically receives only one payment per invoice.

To estimate if QuickBooks is right for your small business, take the average number of monthly transactions (remember, an invoice, payment, and deposit would be three separate transactions, and a bill and bill payment would count as two), and multiply by 2 KB to determine how much the data file will grow each month.

For example, if your company enters an average of 300 transactions per month, your data file could grow 600 KB per month (300 x 2 KB = 600 KB), or 7200 KB per year (600 KB x 12 = 7200 KB). If the annual data file size is less than 15,000 KB, then QuickBooks should be more than sufficient for your company. (Present QuickBooks users can check the size of their QuickBooks file by choosing Help > Product Information.)

One reason that Intuit talks about file size limitations is that many existing QuickBooks users could find reporting and speed of data entry gets much slower as the data files grow.

Here is a list of the limitations of field sizes within QuickBooks. The main issue with these limits could be the account number size which is restricted to only 7 characters.

Character Limitations for QuickBooks Fields

 

Here is another Intuit QuickBooks chart showing the limits on numbers of records. Note that while you may have up to 10,500 employees, vendors and customers individually, combined they cannot exceed 14,500 or you’ll be forced to migrate. Inventory limits may seem robust however growing companies – especially wholesale distributors – often carry a broad catalog of items from multiple suppliers. These items can easily grow to exceed 14,500.

Inventory limits may seem robust however growing companies – especially wholesale distributors – often carry a broad catalog of items from multiple suppliers. These items can easily grow to exceed 14,500.

Unfortunately, too many companies don’t consider these hard limitations before investing hours of labor into using QuickBooks for their statup.

 

 

Our recommendation:

  1. If your company can fit within QuickBooks and you do not expect to grow within the next 5 years then you’re probably on the right path if you are investigating QuickBooks as an option.
  2. If your company expects to grow past $2 million in revenues or will deal with more significant inventory capabilities and pricing then consider skipping the entry-level QuickBooks Pro and looking at alternatives. Your goal should be to avoid a migration in the future just as your company is growing rapidly and can least afford to interrupt their business processes.

To speak with us here at Schulz Consulting and discuss ways in which Sage 100 might be a better fit for your company, please use our contact form. Someone will call or email within 2 hours to discuss any questions.

Filed Under: Quickbooks, Sage 100 ERP Tagged With: Quickbooks

Evernote Forum Data Breach Drives Home Need For Unique Password On Every Site

June 16, 2014 by Wayne Schulz

I received notice that a discussion forum used by Evernote to provide tech support has been hacked.  A few years ago such a notice of a data breach might have caused panic. Today I feel not much else other than “another day another online hack”.

Why? The reason for this is  I long ago gave up re-using any password on more than one site. Hackers in general are looking to compromise sites not so they can vandalize them — though that happens too — but more often so they can mine  user names and passwords in hopes that the user has carelessly re-used them on another site. Once the hacker has a database of user names/passwords they might go over to a more important site like a bank or a Paypal account in hopes that the password used on one site was also used on the other.

There’s a really simple answer to this. Don’t reuse your password on any sites.

Instead you want to use password management software such as Lastpass ($12/year) which will automatically generate a unique password for every site you visit and then store that password inside it’s encrypted vault.

Is there a chance that Laspass could suffer a data breach? Perhaps. However I still view a solution like Lastpass as much safer than re-using the same password on multiple sites. Especially in this era where data breaches don’t even merit more than a passing mention.

 

For more information – visit Lastpass.com

Filed Under: slider, Technology Tagged With: evernote, lastpass

How To Reprint The Data From A Sage 100 ERP Accounts Payable Check Stub?

January 9, 2013 by Wayne Schulz

Have you ever printed an accounts payable check and for whatever reason the detail on the stub which shows the invoices paid is missing?

When printing accounts payable checks there is a field labeled “Stub Lines”

I have seen instances where setting this number TOO HIGH can cause a check to print with incomplete/partial invoice listings.

The resolution is generally to reduce the Stub Lines number to be the actual # of lines that can fit on that check. Also, remember that both stubs of the check may have different amounts of space for invoice listing depending upon whether customization’s have made to your check layout. In those cases select the # of lines which is the SMALLEST # which fits on either of the stub in order to prevent losing invoice details.

Unfortunately re-printing check stubs is not possible however you may wish to use the Payments History Report from the Accounts Payable – Reports menu or the Trial Balance report on the same menu. Both of these standard Sage 100 ERP (fka MAS90 or MAS200) reports will show the check invoice detail.

Filed Under: mas200, Sage 100 ERP, Sage software, schulz consulting, slider, Tips and Tricks Tagged With: accounts payable, check printing, stubs

How To Remove A LinkedIn Connection

January 2, 2013 by Wayne Schulz

Have you ever accepted a LinkedIn connection only to later be sorry? Usually the problem is that your connection mistakes social media connection acceptance as an open invitation to sell you on an endless variety of business schemes.

Luckily there’s a way to break this connection and stop the sales pitches. Best of all your connection is never notified that you’ve disconnected.

How To Disconnect From A Contact In LinkedIN

 

  1. Login to your LinkedIn account
  2. Click Contacts at the top menu bar
  3. Click “Remove Connections”

 

 

NY Times

Filed Under: LinkedIn Tagged With: linkedin, social media

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