Sage HRMS 2017 Now Available!

Posted by Ashley Lemus on Tue, May 23, 2017 @ 12:32 PM

If you're already using a previous version of Sage HRMS, it's time to upgrade!

Sage HRMS 2017 banner.jpg

Sage HRMS is the leading HR solution in the market today. Designed for completeness and easy of use, this solution offers comprehensive payroll processing, training, and benefits administration ensuring your readiness to tackle challenging HR issues.

Sage HRMS 2017 includes:

  • Sage HRMS core improvements and updated Payroll module.

  • Sage Employee Self Service (ESS) and Open Enrollment improvements for new registration, reset passwords, and processing open enrollments for groups of employees.

  • Sage HRMS HR Actions - new version to support Sage HRMS 2017.

  • Cyber Recruiter/Cyber Train - no new version required.

  • Web-based help accessed from core Sage HRMS and Sage ESS.


To learn more about updating your Sage HRMS solution,

download the full Product Release Notes brochure!


Tags: Business Management Software, Sage HRMS, Human Resources

Sage Summit 2017 Tour - US Session Update

Posted by Ashley Lemus on Mon, May 22, 2017 @ 02:45 PM


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Earlier this month we announced that Sage Summit will be hosting a local event in Orange County during the first week of June.


However, the highly anticipated Sage Summit 2017 US Session has been postponed.


Sage has been hosting annual events for customers and partners for years, so the concept of Sage Summit is certainly not a new one.

However, this year they're doing things a little bit differently. Rather than hosting one major event for the entire year, as they've done in the past, Sage has decided to provide break-out sessions in 8 additional cities to allow easier access to the event with more specific product demonstrations and interactions. These events will be largely known as Sage Sessions!

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2017's US event was scheduled to be hosted at the Hyatt Regency OC in Orange County, CA, on Tuesday, June 6th.

However, due to a number of projects in the works, Sage felt it would be best to delay the event until mid-August or September, in order to assure the highest quality of content provided to event attendees.


But don't worry!

A delay like this only allows for more time to get excited!


The single-day Sage Session will focus on local-marketing specifics that allow one-of-a-kind learning, training, and networking experiences for all Sage customers. With endless connection potentials, multiple learning sessions to choose from, and an inspiring keynote address, this event is sure to provide new and innovative ways to grow your business while enjoying a fun and unique interaction with Sage.


With 20 learning sessions this is an event you don't want to miss!


Where:   Orange County, CA

When:    Date To Be Determined


Registration will open soon,

so be sure to sign up for event notifications!

I'd love to receive event updates!


Tags: Sage Summit, Enterprise Resource Planning, Business Management

Go Paperless with DocLink for Sage

Posted by Ashley Lemus on Mon, May 22, 2017 @ 12:18 PM

 Taking the first step toward fixing outdated business practices can be daunting!


But, your team needs to creatively and easily expedite processes; they need software to scan/route documents, create alerts, customize forms, automate workflows, and access files from any device.


That's why Altec wants to help get you started with the exclusive Sage Endorsed document management and workflow solution, DocLink.  Join us:


Go Paperless with DocLink for Sage

Date:   Wednesday, May 24
Time:   11:00 am PST

Teach Me How To Go Paperless With DocLink for Sage!

This highly informative webinar will teach you how to identify where your company needs an efficiency boost and leave you feeling ready to go paperless with any document, any process, anywhere!


We'd love to discuss how DocLink, partnered with Klear Systems, Inc.
can help improve your document management process.


So, give us a call at (949) 681-8135 or

email us at 

and we'll reach out to you!

Tags: Doc-link by Altec, Document Management, Sage 100 ERP

Webinar Alert: Sales Tax on Services - What, Why, and Where?

Posted by Ashley Lemus on Thu, May 18, 2017 @ 11:56 AM

With the dramatic increase of sales of services over tangible goods, cash-strapped states are looking for more creates ways to get their share of revenue.

Thus, resulting in an increase of states legislating for businesses to be charged sales tax on services.

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Knowing what gets taxed and what goes tax free is half the battle.

That's why understanding which states have taken the approach of taxing more services is important to understand and a major topic of this webinar.

Our partners at Avalara are hosting sales tax guru, Scott Peterson, to break down new rules and demystify issues that many companies struggle with:
  • The multiple methods states use to tax services
  • The different ways that states tax services
  • Which states that have increased their tax bases


We hope you’ll join us at the presentation “Sales Tax on Services” to discover the what, where, and why of sales tax on services!


Sales Tax on Services

Date: Tuesday, May 23rd  

Time: 2:00PM ET / 11:00AM PT

Reserve Your Seat Now!


Tags: Avalara, Webinar, Sales Tax

Growth Activities That Can Be Life (and Tax) Changing

Posted by Ashley Lemus on Mon, May 15, 2017 @ 11:43 AM

Growth isn’t a one-size-fits-all approach.

In fact, companies expend a great deal of energy and resources deciding which pursuits will move the needle the furthest toward achieving specific goals, and where to prioritize their time and investment.

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Oftentimes sales and use tax gets left out of this equation, especially when it doesn’t appear to directly correlate to the task at hand. Certain growth activities, like adding new locations, products, or sales channels, instinctively signal a need to alter sales and use tax compliance practices. With others like financing rounds, acquisitions, or technology platform changes, tax implications aren’t as obvious and therefore are more likely to be overlooked. Yet these are often the situations where compliance strategies can have the greatest and most lasting impact.  


Below is a brief glimpse of how sales and use tax compliance can come into play for 3 business growth activities that can be life (and tax) changing: financing events, M&A, and technology platform integration projects.  


Download 3 Business Growth Activities  That Can Be Life (and tax) Changing


Here’s what you should be aware of when going through these processes:  


Financing events

For any financing event, public or private, investors look closely not only at how you plan to grow the business, but also how you are managing it now. Poor sales tax management practices or unfavorable audit outcomes can impact valuation, jeopardize funding, or even nullify deals. High visibility events like funding rounds and IPOs can also bring your business to the attention of state auditors looking to draw in more tax dollars.


Mergers and acquisitions

The meshing together of people, assets, systems, and processes is no simple feat. So, it’s not surprising that business integration issues following M&A transactions are one of the biggest things keeping company execs up at night.  Between due diligence, integration, accounting/financial reporting, and post-acquisition compliance, who has time for the minutia of sales tax? It can be easy to overlook tax obligations or liabilities, which can raise red flags with investors early in the process, or with auditors later.


Technology platform changes, consolidations or upgrades

During change events, it’s good practice to evaluate your financial systems and fill any gaps with new solutions or functionality that can advance your growth objectives. For example, tax automation software that unites critical transaction data from disparate systems and processes can alleviate compliance issues during post-merger integrations, reducing audit risk and avoiding delays in closing the books.


Download the complete whitepaper for further insights from industry leaders.


Download 3 Business Growth Activities  That Can Be Life (and tax) Changing


Avalara is an industry leader in Sales and Use Tax Compliance.

We would love to speak with you about how Avalara and Klear Systems can benefit your organization.

Give us a call at (949) 681-8135,
email us at
or complete the form below and we’ll reach out to you.

I Want to Learn More!


Tags: Avalara, Sales Tax, Business Growth

Webinar Alert! Automate Order Processing With Acumatica Cloud ERP

Posted by Ashley Lemus on Thu, May 11, 2017 @ 10:44 AM

Automate Order Processing with an Integrated e-Commerce, Supply Chain and Customer Service Solution


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Join our friends at Acumatica, Kensium, JAAS Systems, Scanco, American Payment Solutions and, StarShip to learn how an integrated streamlined supply chain and customer service automation solution for Acumatica saves time and money. 


Complimentary Webinar

Date:  Thursday, May 18

Time:  11 AM PT / 2 PM ET


I'm Ready to Automate My Order Processing!


During this complimentary webinar learn how Acumatica customers can automate the entire workflow from a website purchase to fulfillment by:

 Allowing your website visitors and customers using Kensium to:

  • Place and track orders 24/7 
  • View their customer specific pricing and inventory levels
  • View their sales orders, invoices, payments and shipments


Automate the following manufacturing processes in JAMS for Acumatica:
  • Monitor job status, review refine and improve estimating, job planning
  • Confirm quotes are accurate before production begins
  • Determine material availability
  • Notify purchasing of shortages
  • Identify scheduling bottlenecks and what can be promised
  • Keep jobs on schedule with drag and drop scheduling scenario tools
  • Configure custom products and services
  • Speed up quoting, estimating, order entry and production process to deliver more product with less cost
  • Track live shop floor information against work ticket
  • Labor tracking – productive or non-productive


Automate Pick, Pack Processes in Acumatica:
  • Reduce time in picking orders and eliminating mis-picks
  • Getting a real time view of inventory levels inside Acumatica
  • Seamlessly integrate with Acumatica
  • Strengthen supplier relationships


Automate Shipping Processes in Acumatica:
  • Eliminate manual re-keying of data into carrier systems
  • Multi-carrier / Multi-mode allows you to rate shop and ship small parcel and LTL carriers from one application
  • Streamline international shipments and automatically generate associated documents
  • Create custom emails and labels to strengthen your brand and drive repeat business


Get Paid Faster with Acumatica Integrated Credit Card Processing using American Payment Solutions:
    • PCI-DSS compliance assistance at no additional cost
    • Some of the lowest Amex fees in the entire industry!
    • Next day funding available (Amex included)
    • Access to the Level III Gateway for lower interchange rates


Complimentary Webinar

Date:  Thursday, May 18th

Time:  11 AM PT / 2 PM ET

I'm Ready to Automate My Order Processing!


Tags: Acumatica Cloud-Based Solutions, Webinar, Supply Chain Management, Order Processing

Is Your SMB Ready for Document Management?

Posted by Ashley Lemus on Tue, May 09, 2017 @ 01:33 PM

Organizations across all sorts of vertical markets have saved money and grown business by optimizing their ERP solutions with integrated document management.

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Here are 4 very common indicators that your SMB could benefit by going paperless, too!

1. If your company has 3 or more people working in the Accounting Department, your business most likely processes a good volume of invoices! An automated workflow will provide better document visibility while allowing your organization the ability to better manage and expedite your approvals.


2. If your company has more than 1 office location or many remote employees, you might be spending a fair sum of money moving that paper between locations. Plus, you and your coworkers surely suffer the pain of not being able to easily access documents. By going paperless, you can eliminate unnecessary courier and postage expenses—and your employees can spend their time on more productive efforts than the collating, folding and licking of papers and envelopes.


3. If your company uses off-site storage facilities, you’re also spending funds that could be used elsewhere! Anyone familiar with the hectic process of pulling out those files will definitely appreciate the ease with which you can access and share documents in an electronic repository.


4. If you company is in a highly-regulated industry such as healthcare, food and beverage or manufacturing, you and your coworkers likely adhere to strict requirements related to the storage, access and processing of files. This time-consuming process can be completely changed with workflow, output automation and tight file security and history provided by integrated document management.



If any of these sound familiar, your organization could certainly benefit from a paperless solution! 


We'd love to discuss how DocLink, partnered with Klear Systems, Inc. can help improve your document management process.

So, give us a call at (949) 681-8135,

email us at

or complete the form below and we'll reach out to you!

I Want to Learn More!


Tags: Doc-link by Altec, Document Management

How Food Companies Can Mitigate the Risks of a Global Supply Chain

Posted by Ashley Lemus on Mon, May 08, 2017 @ 01:43 PM

Did you know that more than 75% of food manufactures attribute the fastest-growing risk for business continuity to increased supply chain complexity?

 How Food Companies Can Mitigate the Risks of a Global Supply Chain.jpg

And, according to a survey done by the Business Continuity Institute, a whopping 70% claimed they lacked visibility over their entire supply chain!

Did you know that roughly 10-15% of food consumed in the US is imported? This This increasingly globalized supply chain is only one of the factors contributing to a lack of visibility.  And a lack of visibility could lead to even more serious issues, such as product loss, interruptions in ingredient supply, food ingredient fraud, or even post-production spoilage if foods are handled incorrectly.

Many small to medium-sized food companies simply cannot afford to take on such risks, however, these risks are often not in their control. And many times, companies don't utilize important risk mitigation tools, or even implement an effective risk management process, which are both crucial for their business protection.

Imagine the competitive advantage if your organization had a plan in place to deal with supply chain disruptions!  Many larger manufacturers have already come up with plans to become more proactive, such as ways to prevent contamination in their facilities.

And this is just the first step, as more provisions of the Food Safety Modernization Act take effect!


Want to learn more about how a business management solution
will help increase the visibility of your supply chain?

Acumatica Business Intelligence.jpg

 The first step is a Business Intelligence solution! And we've got 4 reasons why
with this free whitepaperBusiness Intelligence: More Than a Dashboard


Download My Free Whitepaper!


Tags: Manufacturing, Supply Chain Management, Business Management

3 Guides You Really Need to Know to Start Your ERP Investigation

Posted by Ashley Lemus on Tue, May 02, 2017 @ 11:06 AM

Do you know what to look for when investigating new business systems or IT infrastructure?

Do you feel as if you are missing out when you hear buzz-speak about cloud-based solutions, business intelligence & analytics, and ERP?



Then you’ll want to download these 3 new guides that cut out the hype and focus on what you really need to know to drive your business forward:


Move Beyond Buzz-Speak

In the software industry, there’s a lot of buzz (and a lot of buzzwords!) about all things cloud, automation, business intelligence, and more.

Google doesn’t do much to remove the buzz-speak around these topics, making it difficult for the average business owner to find helpful content that enables them to make informed and smart choices about their business processes. Do a simple search for any of these three topics and you’ll feel just as lost as when you started.

Cloud-based solutions, business intelligence & analytics, and ERP play a critical role in improving business processes, lowering operating costs, and increasing your business’ bottom line—making understanding these topics key for any business.

Acumatica's business technology experts put together these three short guides as a way to move beyond the buzz-speak and help you to understand some of the issues facing companies like yours:

  • What is the cloud? What does it mean to use “cloud-based” systems?
  • Is business intelligence more than just an executive dashboard?
  • What automated tools are out there for better managing inventory?


Benefits of the Cloud

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Cloud computing (“the cloud”) has quickly become one of the leading technology topics in the world, despite the fact that few people really understand what it is and how it impacts their technology choices today.

This guide explains what you need to know about cloud computing to help you make informed decisions about your IT deployment and infrastructure.

You will learn:

  • What exactly is the cloud
  • Business applications that run in the cloud
  • The differences between SaaS and on-premise business applications
  • Saas deployment options: single-tenant or multi-tenant
  • Why you should beware of legacy applications “re-engineered” for the cloud
  • Choosing the right deployment option for your company

See how cloud computing can improve your business processes by downloading this free guide today.


Business Intelligence: More than a Dashboard

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Nearly every ERP system on the market now also offers a Business Intelligence (BI) module to provide more flexibility and advanced data visualization (graphics). BI is mostly recognized as the source of the executive dashboard that contains graphical displays of major high level measurements like sales, production statistics, inventory level and the like, with alarms and drill-down capabilities.

More than simply arranging data into convenient and attractive formats, however, BI includes analytics as well as data warehouse/data mining capabilities. BI provides the tools that can turn data into knowledge and insight.

This guide will show you how smart businesses can tap into this incredible resource.

You will learn:

  • How business intelligence works
  • The robust reporting found in business intelligence
  • How to combine related data into meaningful metrics
  • How creating your own analysis provides for a deeper understanding of key data

Learn how to get the data you need to make smart business decisions by downloading this guide today.


5 Tools for Inventory Management

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Inventory is a big factor in many businesses, particularly in manufacturing. Inventory records are the most likely area of the business to be computerized and every ERP system and CRM system is built around an inventory management function.

Basic inventory management maintains what’s called a perpetual inventory record. Simply stated, the system accepts inventory movement reports (transactions) and maintains a continuous record of the quantity on-hand. Of course, inventory management software does a lot more than that.

In this guide, we outline some of the tools that can and should be integrated with inventory management to give you the control and visibility you need to support efficient operations.

You will learn:

  • Bar-code data collection
  • Cycle counting
  • ABC Analysis
  • Integrated planning and execution
  • Lot tracking and traceability

Discover how these five tools can improve your inventory management process by downloading the guide today.


A Smart Investigation

These resources provide a balanced view of what’s out there right now, and what you should be considering as you investigate ways to improve your business processes. Move past the buzz-speak and get the information you need to make the smart choice for your business.


Have further questions about ERP or other buzzwords you’d like to be better defined?
Let us know!


Give us a call at (949) 681-8135,
email us at


Tags: Acumatica Cloud-Based Solutions

Acumatica 6.1 Product Update Available

Posted by Ashley Lemus on Thu, Apr 27, 2017 @ 04:29 PM

Acumatica 6 is the Best Cloud ERP out there! And now with the most recent update available it's even better than ever!

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The cloud-based ERP system is always working on technology that sits at the forefront of its field that will directly impact and accelerate their customer businesses by helping increase productivity and cash flow while allowing for streamlined operations.


That's why the developers at Acumatica spent this past year focusing on the new and improved version: Acumatica 6!


With the primary focus of the version being to keep the system flexible and easy to deploy, Acumatica is added a continuous release cycle option for current customers.  This option is offered in addition to the long-term support currently being offered, giving customers the choice to decide which upgrade process best fits their business needs. 


But that's not all to be excited about!  Here are 3 reasons we love Acumatica 6:


1. Acumatica 6 plays well with others.

Acumatica 6 supports REST (representational state transfer) API (application programming interface) with web services, making it now the most flexible Cloud ERP product out there.  REST interfaces continue to ensure their platform is the most adaptable and customizable in the industry.


2. Acumatica 6 is even easier to integrate.

The rise in popularity of new and innovative programming languages and technologies only makes the advances in Acumatica 6 even more important.

Simply put, REST API makes it easier to integrate with these newer languages, which in turn makes it easier to integrate with other programming demands.

Not only does this integration help programmers but the system is able to process and generate massive amounts of data allowing it to be much more user-friendly.


3. Acumatica 6 handles more languages.

And finally, Acumatica 6 facilitates localization and the use of Cloud ERP in multinational environments. For example, if you have multilingual employees, you will be able to easily store data in a language-specific manner.  This feature largely benefits those who do business in more than one language. 



But even the best can always stand to be improved.  That's where the Acumatica 6.1 update comes in! This newest update includes bug fixes and enhancements on modules such as Organization & Project, Finance, Distribution, System & Platform, and Documentation.



If you are not on the most current version of Acumatica
but would like to learn more please let us know:

Give us a call at (949) 681-8135,
email us at
or complete the form below and we’ll reach out to you.

I Want to Learn More!


Tags: Cloud Business Management, Acumatica Cloud-Based Solutions, Business Management Software, Small Business