System Manager

Sage 300 >   System Manager   >   Banks   |   Tax/VAT/MTD   |   Multi-Currency   |   Optional (Custom) Fields   |   Security   |
System Manager controls access to all Sage 300 ERP accounting modules and information. It is the hub from which all other modules operate and affects nearly everything you do in your Sage 300 ERP system —from establishing security to searching for a record within a file. System Manager includes effective tools that ensure data integrity and complete processing and security management, enabling users to work more productively. System Manager also allows Sage 300 ERP to run through a standard Web browser—without client software—centralizing IT management and lowering overall ownership costs. Additionally, System Manager provides employees, customers, and partners with secure anytime, anywhere access to Sage 300 ERP.

System Manager Capabilities

    • Create analytical reports, graphs, charts, and budgets using Microsoft Excel.
    • Provide true bank administration and reconciliation.
    • Automate your bank reconciliation process using Open Financial Exchange (OFX), a file format that lets you download bank data electronically.
    • Track checks and deposits from Accounts Payable, Accounts Receivable, and U.S. or Canadian Payroll, and reverse and return checks.
    • Maintain all tax authorities and tax classes, and provide centralized tax reporting for Accounts Receivable, Accounts Payable, Order Entry, and Purchase Orders in one place.
    • Calculate surtax on tax amounts for specified tax authorities.
    • Use security groups to control access to applications and specific functions within them.
    • Set up different user permissions for different applications.
    • Use custom macros to rearrange fields on entry forms to change how data is entered and processed, and to add business logic and rules to data entry.
    • Use Microsoft Visual Basic for Applications for easy customization and interaction with other Windows-based applications.
    • Automate recurring General Ledger, Accounts Receivable, and Accounts Payable transactions with scheduling and Reminder List capabilities.
    • Set up schedules to remind you when recurring transactions become due and process them directly from the Reminder List.
    • Automatically restart batch operations, such as importing or posting, when they are not completed successfully.
    • Quickly and easily customize your desktop.
    • Organize tasks by business process and create your own Sage 300 ERP startup group.
    • Share user and security information among several company databases or create separate system databases to support different security needs.
    • Easily resize forms and hide fields in forms for certain users.

Standard Reports

    • Bank Transaction Types
    • Company Profile
    • Currency Rates
    • Currency Rate Types
    • Customization Directories
    • Data Integrity Log
    • Bank Deposits Status
    • Fiscal Calendar
    • Bank Reconciliation Posting Journal
    • Bank Reconciliation Status
    • Security Groups
    • Tax Tracking
    • Bank Transfer Posting Journal
    • UI Profile
    • Bank Withdrawals Status

Sage 300 System Manager is the central module of your accounting system

The System Manager controls access to all Sage 300 accounting applications and information. It is the hub from which all the other applications operate and affects nearly everything you do in all of your Sage 300 – from establishing security to searching for a record within a file. The System Manager includes tools to ensure data integrity and complete processing. It also manages multi-company functionality. Most System Manager functions are divided between Administrative Services and Common Services. Managing security, checking data integrity and activating applications are all Administrative Services tasks. Common Services contains functions used by all applications, including tax, bank, currency maintenance and other tools to help users work more productively. Together, these tools make it easy for you to concentrate on the accounting aspects of your business and minimize the time spent on administrative tasks and activities.

Sage 300 is a pure Web-based solution, offering complete access to the accounting system through a standard Web browser. Since Sage runs within a standard Web browser, there is no client software and IT management is centralized. This makes for lower overall maintenance costs. In addition, the intuitive, familiar Sage 300 interface reduces the need for training. Sage 300 provides an interface that is easy to understand, highly adaptable and user friendly. Sage 300 also provides the traditional desktop.

Powerful Tools for All Applications

  • Use the SOAP (Simple Object Access Protocol) interface to the business logic objects to enable Web service-based integration.

  • Use the Finder during data entry to locate specific records. Search on key fields or look up descriptions by first letters, narrowing the search as you type.

  • Automate day-end processing or weekly reporting with Sage 300 macros. System Manager includes a “learn” mode, allowing easy automation of complex tasks using VBA.

  • Create reports, customize standard business forms and schedule reports using report customisation tools from Crystal Decisions (available separately).

  • Automate recurring General Ledger, Accounts Receivable and Accounts Payable transactions with the scheduling and Reminder List capabilities of System Manager.

  • Remind users when recurring transactions become due for processing, and process them directly from the Reminder List.

Highlights

  • Runs in a Web browser or in the traditional Sage 300 desktop

  • Bank Services for true bank reconciliation

  • Tax Services for all of your tax-processing needs

  • Integration with Microsoft® Office

  • Report customisation tools from Crystal Decisions

  • Supports Microsoft SQL Server.

  • Hosts VBA, a comprehensive development tool that eases integration with other applications and provides a powerful development tool for application customisations

Integrates with Microsoft Office

  • Create mail-merge letters in Microsoft Word using your Accounts Receivable and Accounts Payable data.

  • Create analytical reports, graphs and charts in Microsoft Excel using information from Sage 300.

  • Automatically update budgets from Microsoft Excel.

  • Download current information from the Internet to automatically update data.

Shared Fiscal Calendars

  • Set up fiscal calendars for 12 or 13 periods (plus closing and adjustment periods) that are shared by all your company’s integrated accounting applications.

True Bank Reconciliation

  • Manage banks and bank information.

  • Reconcile bank statements and create general ledger batches for deposit interest and bank service charges.

  • Track checks and deposits from Accounts Payable, Accounts Receivable, and handle check reversals and returns.

  • Process transfers between banks

Flexible Tax Processing

  • Handle all tax computations and reporting related to sales and purchases.

  • Maintain all tax authorities and tax classes for Accounts Receivable, Accounts Payable, Order Entry and Purchase Orders in one place. Keep audit trails of all transactions and provide centralized tax reporting.

  • Calculate surtax on tax amounts for specified tax authorities.

Data Protection and Data Integrity

  • Use security groups to control access to applications and specific functions within them.

  • Set up security standards separately for each application; give users different permissions for different applications.

  • Check data integrity for all your company data or for individual ledgers.

  • Restart batch operations, such as importing or posting that were not completed successfully. System Manager warns you of problems at log on and identifies where problems occurred.

Flexibility Saves Time and Effort

  • Customize your desktop. Organize tasks by business process and create your own startup group for Sage 300 products.

  • Easily hide fields from certain users.

  • Use macros to rearrange fields on entry forms, change data-entry behavior and processing, or add business logic and rules to data entry.

  • Send printing to the screen, a file, a printer or an e-mail address.

  • Rearrange and hide columns, and change column widths.

Multi-company Support

  • Maintain any number of system and company databases in a single installation of any Sage 300 product.

  • Share user, security and currency information among several company databases, or create separate system databases to support different security needs.