• RWA Product Update - BVLink for ACT! by Sage & Sage CRM
• Survey - Can we serve you better?
• Sage BusinessVision V7.12A – Why should I upgrade?
• Financial Technology Show – Nov 6

• Need Support

Training and Seminars:

• BusinessVision Version 7
• 1 Day Users Course
• User Group

• Tech Tips

Accounting Tips:

• Purchasing Options

If you would like to receive a printed copy of our quarterly newsletter please email Pam Little.

RWA Product Update – BVLink for ACT! by Sage & Sage CRM
BVLink is the latest RWA product that allows you to link vital information between Sage ACT! or Sage CRM software and BusinessVision.

Sage CRM is an easy to use, fast to deploy, feature rich on-site Customer Relationship Management solution providing enterprise-wide access to vital customer information – anytime, anywhere. With Sage CRM, you can better manage your business by integrating field sales, internal sales, customer care and marketing information.

Sales Automation: Take complete control of your sales pipeline by empowering sales teams to effectively manage, forecast and report on all phases of the sales cycle.

Marketing Automation: Track the ROI of your marketing programs by automating, tracking and analyzing every marketing campaign, from one-time email communications to multi-faceted marketing programs.

Customer Care: Make the most of every customer interaction by ensuring customer satisfaction and even allowing your customers to help themselves.

Track sales opportunities from initial inquiry through close utilizing the standard sales process or a process customized to suit your business.

ACT! enables you to access detailed contact and customer information, manage individual and team calendars activities, capture all customer communications, track opportunities through the sales process, and report on overall effectiveness.

The Information Technology Alliance (ITA) is an independent, not for profit, professional association of leading firms and companies whose purpose is to share information and build relationships that improve the way its member firms, and their clients, do business.  RW&A has been a member of the ITA since 2005.

RW&A and the ITA believe that success comes through the sharing of knowledge and experiences, and we realize the importance of honest, constructive, and actionable client feedback. Therefore, the ITA have prepared an online survey designed to capture some service related information.  We ask that you take a few minutes to provide details about your expectations of your professional services providers. Note that we are looking for feedback about all of your professional advisors (lawyers, CPAs, accountants, etc) expectations, not just those from your technology solutions provider.

You will not be required to provide any contact information with this survey; the survey is completely anonymous in format. Your answers will be consolidated, analyzed, and discussed at the next ITA conference at the end of October.

On behalf of the entire ITA organization, we would like to thank you for your participation in this important process. We appreciate the feedback and plan to do this survey each year to help ensure we stay properly attuned to all their client needs and expectations.

The survey should take less than 5-10 minutes to complete. Please click this link to access the survey. We would appreciate you completing the survey by October 15th so that the ITA can work with the results in preparing for the upcoming conference.

www.italliance.com

Sage BusinessVision V7.12A – Why should I upgrade?
The latest release of Sage BusinessVision includes many business automation features that saves time making users more productive. Version 7.12A has been optimized to meet the needs of small businesses, giving them the features and operational flexibility of larger corporations without spending a corporate size budget.

Some of the great new features include:

• Use past transactions from Sales Analysis and Purchase Analysis as a template for a new orders.
• Change your expense accounts quickly and easily when posting Accounts Payable invoices with Autopost turned on.
• Accounts Receivable can notify you when a customer has overdue items in their account in addition to when they are over their credit limit.
• You can apply payment terms on the net or gross invoice amount and you have the option to discount freight or not.
• An item's entire sales history can be easily looked up while entering an order in Order Entry. Top sellers or candidates can be quickly identified for closeout sales.
• You can also easily look up an items' entire purchase history while entering purchase orders.
• Speed up purchase order entry with the new "auto-generate" feature. Purchase orders can be automatically generated based on inventory levels, reorder quantities, customer demand, or backorders.
• A purchase order can also be edited with a single click, changing status from "Issued" back to "Okay".
• Pay your employees the way it's most convenient for them! A check box is located on the employee details screen to set each employee's preference individually.
• More inventory functions are now integrated with the G/L! Adjustments made to stock levels are posted from the inventory asset account against an inventory variance accounts. Physical inventory will post quantity, update receipts file and will update the cost in the G/L.

1. How to print more than one copy of a document automatically! Great time saver if you print duplicate copies of invoices or purchase orders.
    
2. Do you have Custom Pack? Did you know that you can view historic selling prices by customer and part number.
    
3. Very exciting news for users with the latest version of BusinessVision. In A/P you can easily change an invoice’s expense account without having to turn AutoPost off!
    
4. Using the find function is a great tool!  John Drummond from Can Clean Pressure Washers tells us you can find virtually any information on any module in Sage BusinessVision.

1. if the lease life exceeds 75% of the life of the asset,
2. if there is a transfer of ownership to the lessee at the end of the lease term,
3. if there is an option to purchase the asset at a "bargain price" at the end of the lease term, or
4. if the present value of the lease payments, discounted at an appropriate discount rate, exceeds 90% of the fair market value of the asset.