Overview - Sage Accounting And Business Management

Transcription

Sage DacEasyOverview

Sage DacEasy Editions at a Glance Accounting EditionGet comprehensive accounting functionality andeasily manage your business with the Accountingand Business Center modules. Payroll EditionPair the Payroll and Business Center modules with theSage DacEasy Payroll Tax Update Service for quick,easy, and cost effective payroll processing. Small Business EditionReduce data entry and find time to focus on moreimportant tasks by integrating the Accounting andPayroll modules with the Business Center. Complete EditionManage your financials and payroll internally, easily enterand track orders until completion, track income andexpenses on a job-by-job basis, and manage a storefrontall at the same time. The Complete Edition combinesthe functionality of all of the Sage DacEasy modules—Accounting, Payroll, Order Entry, Job Cost, and BusinessCenter—into one powerful business management solution.2

Sage DacEasy —Proven Tools for Reliable ResultsSage DacEasy is a complete, easy-to-use business management solution that offers a full line ofsoftware tools for the small to midsized organization. At the core of Sage DacEasy is a series offully integrated modules that provide the capabilities needed to successfully manage your business.Sage DacEasy is available in four editions: the Accounting Edition, the Payroll Edition, the SmallBusiness Edition, and the Complete Edition.Grows With Your BusinessEnsures Your Data Is Accurate and SecureWhether you are starting up or have outgrown your off-the-shelfSage DacEasy is designed based on Generally Acceptedsolution, Sage DacEasy can meet the needs of your business.Accounting Principles (GAAP), which helps ensure yourSage DacEasy offers a single-user version for small businesses,financial data is accurate. Once data is posted, employeesand a network version that supports up to 20 concurrent usersmust make corrective entries to modify it. Additionally,for larger organizations. Sage DacEasy is a comprehensiveSage DacEasy includes audit trails that record which userssolution that can save you time and money by supporting yourmade changes and which records they changed, so yougrowth from a small business to a midsized organization.know when data has been updated and by whom.Provides the Tools Your Team NeedsSage DacEasy also provides the security features you needto ensure your data is secure and protected. You can createSage DacEasy provides the tools your team needs withoutmultiple security profiles, for which you can define the programproviding them complete access to your business data.functions, field-level access, and warehouse access for theYour sales team can enter orders in Sage DacEasy Ordercorresponding employees. You can easily assign these profilesEntry, and your warehouse team can use this same tool toto salespersons to ensure sensitive data is safe and secure.fulfill these orders. Your front-office team can use Point ofSale to enter customer-present sales, while your payroll teamgenerates payroll for employees. All of this data is posted toSage DacEasy Accounting, where you see the big pictureof your organization while you manage your accounting andbusiness activities.Powerful Reporting, Administrative, andUsability ToolsSage DacEasy includes the Business Center with the purchaseof each Sage DacEasy Edition. This powerful tool provides asingle point of entry for all Sage DacEasy modules1 (with theexception of Job Cost), and it allows you to open multipledocument windows at the same time. What’s more, the SageDacEasy Business Center provides workflows to guide usersthrough business tasks, advanced reporting with drill-downcapabilities to get behind the data on reports, business alerts togenerate notifications for specific business conditions, as well asadministrative tools to back up and restore your data.3

Solutions for Your Business ChallengesWith Sage DacEasy, you get fast access to your data, extensive functionality, powerful reporting, and more. Sage DacEasyincludes individual modules that you can use to build the right edition to meet the specific needs of your business: Accounting Order Entry Job CostSage DacEasy AccountingSage DacEasy Accounting is a powerful,easy-to-use accounting system that includesGeneral Ledger, Accounts Payable, AccountsReceivable, Inventory, Purchasing, Billing,Cash, Recurring, Fixed Assets, Reporting,and DacAccess custom reporting. These toolshelp you perform business activities, track andreport on vital business information, and cangrow with your business from start up to amid-sized organization.In addition to these powerful tools, Sage DacEasyAccounting also offers benefits that can streamlineyour business processes. Convert stored customerquotes to invoices without reentering information,assign different tax rates to items on a single invoice,and track revenue and expenses by department todetermine profitability—all easily accessible throughSage DacEasy Accounting.4 Payroll Point of Sale

Sage DacEasy PayrollSage DacEasy Payroll makes performing your payroll asimple automated process; yet offers you the power andsophistication of much more expensive payroll systemsand outsourced services. Whether you enter traditional orout-of-the-ordinary transactions, employee time cards, fullpayroll, direct deposit, payroll checks, or a combination ofthese, the payroll process becomes a simple task.Rely on Sage DacEasy Payroll to calculate and payvacation or sick time, regular and overtime, and liabilitiesand deductions automatically. The flexibility of SageDacEasy Payroll allows you to generate payroll foronly hourly employees, only salary employees, or acombination of both. In addition, you can generate andprint payroll-related forms to meet filing requirementsor use the included standard reports to simplify yourpayroll reporting process.Sage DacEasy Order EntryThe easy-to-use Sage DacEasy Order Entry moduleprovides the tools you need to enter customer salesorders, track these orders, and manage the customerrelationship from the original quote to shipping theorder. Enter transactions such as quotes, orders,blanket orders, and sales returns, and even assignpercentage or flat price discounts for specific productsto designated customers or during a specific date.Sage DacEasy Order Entry gives in-house sales staffthe tools they need to process phone orders. Plus itprovides salespeople who go to customer sites or workremotely the access they need to easily synch with theoffice by transferring orders.5

Sage DacEasy Point of SaleSage DacEasy Point of Sale is a powerful yet easy-to-use point of salesystem that goes beyond ringing up sales to help retailers better managetheir business. In addition to providing the tools you need for the salesprocess, Sage DacEasy Point of Sale provides advanced reporting,quotes, layaways, and accounts receivable payment—all from the samescreen. You can enter multiple tender types, and even include twopayment types on a transaction.Sage DacEasy Point of Sale can add flexibility to your business, as well.Assign multiple sales tax rates for each sales transaction or designatepromotional pricing for your sales initiatives, Need to print bar-code labelsfor your products for faster inventory and checkout? You can do thatthrough Sage DacEasy Point of Sale, as well.Sage DacEasy Job Cost2Leverage Sage DacEasy Job Cost to estimate the cost of jobs, track thecosts associated with jobs as they progress, and compare actual coststo your estimated costs. Sage DacEasy Job Cost is ideal for wholesalers,distributors, light manufacturers, the construction industry, and any othersituation where you need to control the costs of individual jobs closely.Sage DacEasy Job Cost posts entries directly to Sage DacEasyAccounting (required to use Sage DacEasy Job Cost), and it canalso post entries to Sage DacEasy Payroll. In addition, the systemcan track inventory costs and transfer the costs to each job. And billat your convenience using the multiple billing options, which includefixed cost, cost plus, hourly, and more.Sage DacEasy Business CenterIncluded with the purchase of any Sage DacEasy edition, the BusinessCenter provides a single point of entry, administrative tools, and powerfulreporting for your Sage DacEasy installation. You’ll appreciate the built-indashboard, which offers an at-a-glance view of key performance indicators,like bank account balances, top sales categories, and top customers,In addition to reporting tools that help you gain insight into your business,the Business Center includes alerts that can be set to notify you ofimportant situations as well as powerful administrative tools that makemanaging your Sage DacEasy installation easy.6

Expand Your Sage DacEasy System with Add-on SolutionsSage DacEasy provides a variety of tools to make running your business even easier, including:Credit and Debit Card ProcessingCustomizable FormsSage Exchange3, a PA-DSS-compliant credit card processingGive your business a professional image. Sage DacEasysolution, is included with Order Entry and Point of Sale, so allincludes the Forms Designer so you can easily customize youryou need is a merchant account from Sage Payment Solutionsbilling forms, purchasing forms, checks, statements, bill ofto get started—there is nothing more to buy. Call 800-987-5212materials, and labels. You can also use preprinted checks andfor more information.forms with your Sage DacEasy installation. Call Sage Checks& Forms at 800-222-0505 for more information.Sage Business CareSage Business Care plans maximize your investment in Sage DacEasy by giving you access to technical expertise, versionupgrades and service pack updates,4 along with online training courses. With three levels of annual plans—plus the option ofadding payroll updates—designed with the most frequently requested service options, you get peace of mind knowing yoursystem and business can continue to grow and prosper into the future.Gold PlanSilver PlanBronze PlanPayroll TaxUpdate ServiceThis is the recommended service and support plan if you rely on Sage DacEasyto help you run your business. In addition to software upgrades and servicepack updates, you’ll have an unlimited number of toll-free support callswith our technical support staff, a 15% discount on additional products, aswell as unlimited access to available Sage Business Care Workshops andsupport tools.In addition to software upgrades and service pack updates provided by theBronze Plan, you’ll also get access to five Sage Business Care Workshops,and five support calls.At a minimum, a basic plan is essential for every Sage DacEasy customer. TheBronze Plan includes software upgrades and service pack updates to ensureyour software is running at peak performance.For customers using Sage DacEasy Payroll, the Sage DacEasy Payroll TaxUpdate Service can be added to any Sage Business Care plan and providespayroll tax updates and necessary supporting files for U.S. customers sohandling payroll in house is even easier.Ready to getSage DacEasy?Simply call800-DAC-EASYtoday!7

Get Connected!There are many valuable resources availableonline for all Sage DacEasy software customers.Visit us online to ask questions and shareproduct experiences, tips, tricks, and suggestionswith colleagues as well as industry and productexperts at: Community.SageDacEasy.com,www.Facebook.com, and www.LinkedIn.com!Sage DacEasy System RequirementsMake sure your system is compatible with Sage DacEasy. Visitwww.sagedaceasy.com/products and services/system requirementsfor a complete list of recommended minimum system requirements.About Sage North AmericaSage North America is part of The Sage Group plc, a leading global supplier ofbusiness management software and services. Sage North America employs 4,000people and supports 3.2 million small and midsized business customers. The SageGroup plc, formed in 1981, was floated on the London Stock Exchange in 1989and now employs 13,400 people and supports 6.3 million customers worldwide.For more information, please visit the website at www.SageNorthAmerica.com.1Excludes the reintroduced Job Cost Module. Commands for the Job Cost module will not display in the Business Center menu, nor will the Business Center include Job Cost in thebackup/restore routine for example. All Job Cost module functions will only be available from the Job Cost module.2Sage DacEasy 2011.5 Job Cost is an upgrade to the Job Cost module provided with Sage DacEasy 2011, 2010, and DacEasy v12 and earlier. This full-featured Job Cost moduleprovides the tools you need to track your jobs and projects accurately.3Subject to approval and to Sage Payment Solutions terms and conditions. Additional fees, including swipe terminal for card present transactions, internet access, and credit/debitcard required.4To ensure continuous service, your Sage Business Care plan is an automatically renewing plan and subsequent years will be automatically billed to the same credit card each year onthe anniversary date of your purchase at the then current rate after notifying you 30 days in advance of your anniversary date. Sage Business Care is not required to receive service packupdates that include critical fixes for supported Sage DacEasy products. You may terminate the plan with at least seven calendar days notice prior to your renewal date and not be chargedfor the renewal. Upon initial enrollment, first-time Sage DacEasy customers may cancel their Sage Business Care plan within 30 days of purchase for a full refund of the purchase price,less any rebates received. Any shipping and handling charges are not refundable. 2011 Sage Software, Inc. All rights reserved. Sage, the Sage logos, DacEasy, and the Sage product and service names mentioned herein are registeredtrademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are the property of their respective owners. 11-28033/0111Sage I 1715 North Brown Road I Lawrenceville, GA 30043 I 1-800-DAC-EASYwww.SageNorthAmerica.com I www.SageDacEasy.com

Sage DacEasy Accounting, where you see the big picture of your organization while you manage your accounting and business activities. Ensures Your Data Is Accurate and Secure Sage DacEasy is designed based on Generally Accepted Accounting Principles (GAAP), which helps ensure your f