I recently read It’s Not About the Coffee: Lessons on Putting People First from a Life at Starbucks by Howard Behar. It is no wonder why Starbucks has been so successful! In the book Read more…
Excel Scenario Manager
Microsoft Excel is an excellent planning tool for What-If Analysis, but did you know it has a Scenario Manager feature? Here’s a real life example: you are considering purchasing a new car and you Read more…
Office 365 Xlookup function
Have you ever needed to use multiple lookups to place data in a spreadsheet? Do you get tired of having to create multiple versions of the same lookup formula just because you need more Read more…
Sage Intelligence Reporting – Sage 300 Financial Ratio Report
Is the data your company needs to grow and run efficiently readily available? One of my favorite report writers is Sage Intelligence Reporting. Out of the hundreds available, I recently had a client find Read more…
Happy Holiday Scam – son (Season)
Unfortunately, scammers to do not take off for the holiday season. In fact, it appears the scams increase! Last week a scam surfaced around the country. A number of bomb scares were reported requesting Read more…
Keeping Your Software Up To Date
Most software companies will support old versions of their software for a limited amount of time. Sage, our main vendor, only supports two prior versions of their software for Sage 300. A new version Read more…
SALES TAX AFTER THE SUPREME COURT WAYFAIR CASE
I want to thank Joseph F Bigane, III, CPA, MST for the following article on the resent supreme court rules on sales taxes. Joe is one of the most knowledgeable person on this topic Read more…
TPAC 2018
This past February was the Third-Party Advantage Conference (TPAC) held in Vancouver, British Colombia, Canada. I had the opportunity to visit this beautiful city and participate in the conference that brings together a great Read more…
Sage 300 Over Applied Cash Receipts
Sage 300 allows a user to apply a payment to invoices for more than the amount of the payment. A payment that is not fully applied, displays as a negative value on the A/R Read more…
Sage Alerts and Workflow can change your life
Sage Alerts & Workflow is a Sage add-on product that allows users to generate queries depending on the information that is being tracked. For example, if a user wanted a list of open invoices Read more…
