paperless | Schulz Consulting

WFH Tip For Sage 100: Go Paperless

February 24, 2021 by Wayne Schulz Leave a Comment

If your workflow is now like that of many companies you probably have most or all of your staff working from home.

When your staff is working in Sage 100 they are likely printing and updating journals and registers as they go about their regular workday.

These registers require paper and if you are manually printing and requiring staff to come into the office to later file the journals and registers – you are working too hard.

Sage 100 includes a feature called Paperless Office. It’s essentially taking all those journals and registers and automatically saving them as PDF files in a location determined by you.

What’s nice about this feature is that once enabled it automatically saves a copy of the output no matter whether your staff tries to send it to a printer or manually creates a PDF.

Sage has a set of detailed instructions online. These only look complicated as the actual setup is fairly straightforward.

If you decide to setup Paperless Office in Sage 100, here are a couple quick tips.

Create a common storage location which will survive upgrades. Don’t embed the saved paperless documents inside the \MAS90 folder or you’ll need to move them ( or keep that old folder ) with each upgrade.
Usually what we do is create a folder \acct then inside there have a folder \v20xx for the actual Sage 100, also a \acct\Paperless folder which holds the paperless documents.

That’s it. It’s very easy to automatically saved copies of your journals and registers to PDF automatically which will save your staff from having to manually file those documents.

With a little more setup effort you can also email out invoices using paperless. Some third-party credit card processors also support embedding links inside the invoices so your Sage 100 customers can pay directly from the invoice.

Previously we’ve had some customers dismiss paperless office as an unnecessary step. Now with more companies adjusting to working from home this handy feature is not only included in your product but can provide a very real return on your Sage 100 investment.

Sage 100 Paperless with Gmail and Less Secure Apps

November 17, 2020 by Wayne Schulz

We just ran across an instance where a customer using Sage 100 2020.x and paperless office for electronic delivery of statements was suddenly having their Google Workspace ( aka G-Suite or Gmail ) email account login and password rejected.

It’s important to note that this customer was NOT using two-factor authentication with Google. If they were to use two-factor this issue likely would have been resolved by using an app-specific password ( only available to those with two-factor enabled).

Just one month ago we thought we’d resolved this issue by enabling less secure applications within their Google email.

Google has begun tightening their security protocols for what they term less secure apps. Essentially these are apps which require you to enter in your Google credentials as opposed to using a more secure authentication which might grant access to only a portion of your Google account such as only email or only calendar access.

You can read more about Google’s less secure apps policy here.

It appears that while you can enable access for less secure apps, Google will periodically disable that access should the app not login for an undefined period of time.

This is apparently what was happening as our customer only printed statements every 30 days.

The resolution to the rejected login from within Sage 100 paperless office was to once again enable less secure apps from the Google account.

Printer not activated, error code -41 when printing to Sage 100 Paperless Office

February 8, 2016 by Wayne Schulz

If you’re receiving an Error Code -41 when printing to paperless office through Sage 100, please check that someone hasn’t manually updated the Amyuni PDF drivers.

Presently Sage 100 uses version 500 of the driver. If someone downloaded and applied Amyuni 550 then that may be the reason for your error message.

To fix:

Open Devices and Printers
Right Click on Sage 100 PDF Converter
Select Printer Properties
Open Advanced tab and select Amyuni Document Converter 500

InstaDocs for Sage 100 ERP – Affordable Document Management

August 4, 2014 by Wayne Schulz

DSD Business Systems have just announced a new and affordable document management system for your Sage 100 ERP system. Instead of the traditional document management integrations which required loading both Sage 100 and a third party system – InstaDocs sits inside your Sage 100 ERP system. All of the features and functionality are native to Sage 100 with no third party integration required.

Your native Paperless Office documents – such as checks, orders, invoices and statements can all be stored automatically with their respective customer or vendor master record. All documents can be natively saved to the cloud via integration directly with Microsoft OneDrive making sharing and viewing them from remote locations even easier.

Every part of your Sage 100 documents can be searched via the Master Search feature. Lookup data based on the file name, keywords or source document. For even faster search you may optionally tag documents with keywords making subsequent search even faster and more convenient.

InstaDocs Is Now Shipping For Sage 100 ERP:

Accounts Payable
Accounts Receivable
Inventory Management
Purchase Order
Sales Order

For more information and pricing – InstaDocs for Sage 100 ERP

Sage 100 ERP – Instadocs – Affordable Document Management from Schulz Consulting

How To Change The From Address For Sage 100 ERP Paperless Email Delivery

April 17, 2014 by Wayne Schulz

Issue:

Is there any way to have the FROM email address be based on the person sending the email? Sending SO quotes is a big issue. My experience has been it always shows the email set up in company maintenance or form maintenance.

Resolution:

There’s a button! It appears when you select anything with Electronically deliver. You can manually change the from address right there.

FYI, this will only work on e-mail systems that allow spoofing.

If you are using paperless office – in the print window – when you select to electronic deliver there is a Paperless office button that illuminates right of that field and thought you could go in there and change the email address that it sends from – the one in company maintenance is just for authenticating.

Contact Us