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Guide To Sales Tax Nexus

February 10, 2020 by Wayne Schulz

Avalara has just published a handy guide to determining whether your company might be subject to collecting state sales tax – commonly referred to as having Nexus in a particular state.

This 13-page guide covers the following topics:

– What is nexus
– What triggers nexus
– Times are changing
– How to keep up

Among the more noteworthy sections;

Sales tax nexus is the connection between a seller and a state that requires the seller to collect and remit tax on sales made in that state. If you have sales tax nexus in California and Texas, for example, you must register, collect, and remit sales tax in California and Texas. The concept of nexus is fairly easy to understand; the often-challenging part is determining what activities trigger nexus and staying on top of where your business has nexus.

It’s important to note that rules for sales tax nexus may not be the same as rules for income tax nexus. And states are changing their rules regularly so you want to keep on top of each state that you are transacting business to ensure you are complying with sales tax rules.

The most common way that we’ve seen companies come under closer scrutiny is when one of their customers undergoes an audit and the sales tax auditor uses that information to extend an inquiry out-of-state to see if any other companies should be required to charge sales tax.

It is important that you consult with your financial advisor / CPA about what sales tax rules may apply to your company since misapplying the rules could lead to an audit and tax assessment which is typically not easy ( or possible ) to collect from customers after-the-fact.

View the Avalara Know Your Nexus guide here.

Filed Under: Sage 100 ERP Tagged With: avalara, sage sales tax, sage100cloud

These Are The Supported Versions of Sage 100cloud As of October 1, 2019

September 30, 2019 by Wayne Schulz

As of October 1, 2019 the following Sage 100cloud versions are eligible for support directly from Sage.

Depending upon the Sage 100cloud version ( these dates also apply to the Sage 100 perpetual license) the level of support varies.

There Are Four Primary Types of Sage 100cloud Support:

Product Updates – Self-instlling bundle of fixes as well as some feature enhancements. These are typically issued on a regular basis throughought the year.

IRD – Interim Release Download – a special annual update which readies the verison of Sage 100cloud for year-end tax processing ( Accounts Payable and Payroll ) – expected release date mid-December 2019

Hot-Fixes – typically quick fixes which are issued urgently to fix a problem when the fix can’t wait until the next product update or when the version may not be eligible for product updates but is eligible for hot-fix.

Phone Support – the longest running support benefit is phone support which allows those with a Sage Business Care plan to call Sage directly.

The official Sage chart outlining the Sage 100cloud product versions which they suppport is available here.

Sage 100cloud Supported Versions – 10/1/2019

Product Updates, IRD, Hot-Fixes & Phone Support

Sage 100 2019

IRD, Hot-Fixes & Phone Support

Sage 100 2018

IRD & Phone Support

Sage 100 2017

 

If you are using Payroll with Sage 100cloud, this is the last year that Sage 100 2017 will be eligible for payroll updates coming into the 2019 year-end.

Users of the updated Payroll 2.x will want to update to version 2.2  ( expected mid-December 2019 release date ) which will be required for processing payroll taxes for 2019.

Schulz Consulting offers Sage 100cloud Support for one low fixed price. If requested, we can also price in an annual upgrade ( typically every other year ). Contact us here for more information.

 

 

Filed Under: Payroll 2.0, Sage 100 ERP, sage 100cloud Tagged With: sage100, sage100cloud, year end

Sage 100cloud Production Management Webinar ( On-Demand)

June 11, 2019 by Wayne Schulz

Interested in the latest Sage 100 Production Management module? This new module is available for Sage 100cloud 2019+ and serves as the upgrade/replacement for Work Order and ( later in 2019 ) MRP.

 

Sage has posted a recorded webinar titled “Introducing Sage Production Management” which answers the following questions

  • What is Sage Production Management?
  • How does Sage Production Management differ from legacy Work Order and MRP modules?
  • What are the current plans to enhance Sage Production Management in future releases?

Sage 100 Production Management Webinar ( On-Demand )

To review this webinar visit the Sage 100 Production Management Webinar link and view on-demand.

Sage 100 Weekly Email Newsletter

To stay up-to-date with Sage 100 and Sage 100cloud, join our weekly Sage 100 email newsletter which publishes each Thursday and contains news and technical updates regarding Sage 100 and Sage 100cloud.

Filed Under: Sage 100 ERP Tagged With: manufacturing, sage, sage 100, sage 100 newsletter, sage production management, sage100cloud

Here’s How Customers Can Pay Your Sage 100cloud Invoices Directly From Email

March 14, 2019 by Wayne Schulz

The ability to accept multiple payment methods within Sage 100 is an important option for keeping and attracting customers.

Sage 100 has always supported cash payments against invoices but this requires that you wait for your customer to mail in a check which can cause delays and cash-flow problems.

With later releases, the ability to accept credit cards is built into the software. Without requiring any additional module to provide the ability to process card transactions.

Sage 100cloud natively supports the following types of credit card transactions from within Sage 100 and Sage 100cloud.

When fully integrated to a credit card processor Sage 100cloud can process these types of credit card transactions:

  • eposit against sales orders
  • Pre-authorize an order amount prior to shipping
  • Process cash receipts by credit card
  • Create a credit memo to refund an amount back on the same credit card

How your customers can pay you directly from an emailed invoice directly

The Sage 100cloud paperless office capability enables you to send invoices directly to customers via email as a PDF attachment.

While this can greatly save on the cost of postage it might not speed your time for collecting payment.

Sage 100cloud supports several credit card providers. One popular credit card option is APS Payments.

About APS Payments Sage 100cloud Credit Card Processing

Tokenized credit card data simplifies PCI Compliance

• Daily, automatic batch reporting
• Level 3 Processing
• Multi-currency capable
• ClickToPay integrated invoice portal
• ACH and ClickToPay Direct
• No installation, maintenance, or setup fees
• 24/7 live support

APS Payments integrates fully to Sage 100cloud, utilizes a secure payment vault and also allows for level 3 processing.

When APS Payments has been installed as your credit card processor you’ll also be able to configure the delivery of emailed invoices to also include a special link that your customer can click and submit a credit card payment.

Tip: How to setup credit card processing for Sage 100cloud

Here’s how emailed Sage 100cloud invoices can be configured for APS ClickToPay

Once you’ve decided to allow customers to pay your invoices from email you need two primary things:

  • Select APS Payments as your processor
  • Enable APS ClickToPay from within company maintenance (available for version 2013+)

Once installed (see this link for a copy of the guide) , there is an option within the company maintenance screen to enable APS ClickToPay.

Then you only need to modify your paperless office invoices to add a link for the customer to click and pay your invoices upon receipt in their email.

Do this by modifying your Crystal Reports invoice form. There are two included samples to use as guides.

  • AR_Invoice1ClickToPay.rpt
  • SO_Invoice1ClickToPay.rpt

APS ClickToPay adds three fields to your Sage 100cloud Crystal Worktables

  • D531_C2PLinkCode which identifies the invoice to the gateway. Not normally used in forms, but included for special reporting.
  • D531_C2PUrlLink which contains the full URL to link for the invoice on the gateway. This field is the one the customer will click on and is therefore critical.
  • D531_C2PCustomer which allows you to suppress the URL if the customer is opted out of APS ClickToPay.

The guide (copy here) walks you through the setup of the form, including how to suppress the button should you have customers that you do NOT want to offer the APS ClickToPay option.

The opt out ability means that you could implement APS ClickToPay for every one of your customers or you could implement it only for customers who has requested it (and opt-out the remainder). The choice is yours.

DSD InstaDocs Adds Ability for Paperless Office to Send PDF Attachments With Sage 100cloud Invoices

An update to the popular DSD InstaDocs enhancement for Sales Order allows you to send Paperless Office invoice emails along with any file attachments specific to that invoice.

Perfect for safety sheets, warranty information or anything additional you might need to send along with an invoice as an attachment.




Sage 100cloud Credit Card Processing Resources

APS Payments Setup Manual

APS ClickToPay Setup and Configuration

DSD InstaDocs for Sage 100cloud Sales Order Data Sheet

Request more information on Sage 100cloud credit card integration here

Filed Under: Sage 100 ERP Tagged With: aps, credit cards, einvoice, sage100cloud

How To Rebuild Menus in Sage 100 3.x to 201x

March 12, 2019 by Wayne Schulz

You may encounter a case where your Sage 100 menus aren’t rendering properly. In this situation, you may not have much control over the menu structure short of rebuilding it from scratch.

Fortunately, Sage 100 has a tool which will re-compile the menus and (hopefully) restore them to their normal state.

The hidden utility used varies based on the version of Sage 100 in use.

The instructions work for both Sage 100 and Sage 100cloud. As always, before running any utilities on your Sage data please ensure you have a complete backup just in case you need to restore one or more files.

To Rebuild Sage 100 Menus:

Sage 100 Version 4.20 and later

  • Click File, Run.
  • To start the Menu Maintenance program, enter SY_MENU_UI
  • Click OK.
  • Click Accept.
  • Note: In version 4.20, the progress bar does not open immediately after clicking Accept.
  • Close the Menu Maintenance window.
  • Exiting and restarting Sage 100 may be required.

Sage 100 Version 4.0 through 4.10

  • On the Sage MAS 90 or 200 File menu, click Run.
  • Type SYZCON
  • Click OK.
  • At the -> prompt, enter the following; press ENTER after each line.
  • ->menus=new(“sy_menu_svc”,%sys_ss)
  • ->? menus’compilemenu()
  • ->drop object menus
  • ->bye
  • Note: The compile menu returns 1 if the process is successful or 0 if the process fails.

MAS 90 or MAS 200 Version 3.x

  • On the Sage MAS 90 or 200 File menu, click Run.
  • Type SVMUPD
  • Click OK.
  • Select All Applications, and click Proceed.

Filed Under: Sage 100 ERP Tagged With: sage 100, sage100cloud

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