Blog

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.

sage_100_HRMS_management.png

To learn more about updating your Sage HRMS solution,

download the full Product Release Notes brochure!

 

Tags: Business Management Software, Sage HRMS, Human Resources

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!

 
Acumatica 6- Best Cloud ERP Out There.png

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 info@klearsystems.com
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

ERP Version Upgrades: To Upgrade, or Not to Upgrade?

Posted by Ashley Lemus on Thu, Apr 06, 2017 @ 04:09 PM

Avoiding an EPR version upgrade due to the many challenges you're sure to face?

What are the costs and benefits to upgrading your ERP system?

 

You aren't alone.  Many companies continue to use the same ERP system they've had for years for fear of disruption to their current functionality. Not to mention the time and effort it will take to learn and train on the new system.

 

Here are 3 reasons it's in your organizations best interest to upgrade:

Deferred Costs

There's no question that a successful upgrade requires plenty of careful planning and execution and if not performed properly, can lead to an upgrade avoidance.  However, many organizations don't talk into consideration that an upgrade avoidance ends up costing more in the long run. That's because the upgrade costs are actually deferred, rather than eliminated, and essentially multiply as the gap widens between their current ERP system and the new and improved version.

Unsupported Versions

The risk of skipping an upgrade must not be overlooked, as many businesses quickly end up on unsupported versions leading to even bigger software issues or security vulnerabilities.  Additionally, remaining on an older version will likely separate your business from the community norm.  This is because community collaborations for old/outdated versions end up getting little to no attention resulting in a shortage of resources your organization used to rely on.

Missing out on Functionality Improvements

New software means new functionality enhancements! If utilized to their full capability these enhancements will certainly become a clear competitive advantage as they'll help improve productivity.  Cloud-based solutions, such as Acumatica, for example, allows authorized personnel to access any information necessary in real time.

 

The cost and effort associated with avoiding system upgrades is not only risky, but ultimately limits your business.  That is why businesses must protect their ERP systems and plan for frequent, well executed upgrade regimens that will allow them to stay on current and supported versions.

 

We would love to speak with you about how Klear Systems can
help bring your system up to speed and benefit your organization.

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

 I Want to Learn More!

 

Tags: Acumatica Cloud-Based Solutions, Business Management Software

3 Steps to Migrate to Sage 100c

Posted by Ashley Lemus on Fri, Oct 07, 2016 @ 04:05 PM

 Maybe you're new to Sage or maybe you've been a loyal lifelong customer.

Either way, there is always something new to learn about this business management software thanks to enhancement features constantly being added or improved.

 

sage100c features and functions

With the newest Sage product release, not only was there an improvement to the Sage 100 2016 version, they also included a new version known as Sage 100c.  This new and improved version includes a full business management platform to help you automate processes, customize business reports, connect with employees, and gain insight.

 

So how is this really different from Sage 100 2016 which offers all these things as well?   Sage 100c is really a modernized version of Sage 100 2016 – with an easier to navigate user interface.  It offers complete mobile access and a shorter learning curve than the traditional versions – with enormous benefits.

 

Here are some more things you need to know about Sage 100c:

Sage 100c stands for Connected, Collaborative and Customer-Focused. Sage 100c will give you the freedom to stay with the trusted solution that you've counted on for years. You'll have the confidence to leverage new technology at your own pace without disrupting your business.

 

So, how do you start your migration?  We've provided 3 Steps to migrate to Sage 100c:

Step 1:  Upgrade your current version of Sage 100 to the Sage 100 2016 release.
Step 2:  Once you have the new license key from Sage, you’ll be transitioned over to Sage 100c.
Step 3:  As Sage 100 consultants, with every significant release, we recommend a few hours for user training so you can take advantage of all the great benefits Sage 100c has to offer.

 


Sage 100c helps unite your entire business operation in a simple, streamlined way.  If you consider all the benefits, there is no better time to move to Sage 100c.

 

We would love to speak with you about how Klear Systems can benefit your organization. 
 
Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.

I Want to Learn More!

 

Tags: Business Management Software, Sage Software, Small Business

Has Technology Redefined Accounting?

Posted by Ashley Lemus on Tue, Sep 20, 2016 @ 11:14 AM

Technology in the clouds!  Your accounting practices redefined by technology?

 

 

Now, there is a new breed of accounting firms that leverage technology to make the lives of their clients a bit more simple.  There has been a dramatic shift in the relationships between clients and business owners causing a belief that the evolution of the modern day firm extends beyond the improvements in technology. 

This new breed of accountants now offer value added services to simplify the lives of business owners; whereas, in the past, accountants served merely as compliance officers to ensure tax filings were processed in a timely manner.

 

With technology at the forefront of this evolution,

several major changes have taken place:

 

Cloud Platforms

With the core feature being the fact that they are web-based, cloud platforms allow a “read-only” direct feed access to your bank accounts and credit cards in a securely encrypted environment. As information is available in a more timely manner, and the elimination of a redundant double entry of bookkeeping information, the advantages to this system are undeniable. Furthermore, cloud platforms have improved the collaboration process between clients and their accountants as the accounting records can be accessed from anywhere in the world!

This live accounting platform eliminates multiple versions of files, time delays to get banking information into the system or difficulty sharing financial data with ones accountant. 

 

Document Sharing and Storage

Historically, firms would have no easy way to store client data in a place that is easily accessible by both clients and the firm. This is no longer the case.

One option is to set up a unique client portal for each client. Cloud storage platforms such as Dropbox, Google Docs, and even Doc-link by Altec all provide a great way to share and edit content in a secure environment and provide a great way to share content internally within the firm and externally with clients or third parties. Most importantly, these services provide the ability for collaboration to happen in real-time. As long as there is a computer or tablet and an internet connection, sharing information has never been more seamless.

 

Document Signing

Utilizing an online service in order to facilitate the document signing process, such as Docusign, Hello Sign, and Right Signature will provide a user-friendly way to get any document signed without ever having to use paper, a pen or a scanner. These services will even allow clients to sign documents straight from their smart phone while on the go. In addition, many of these providers attach a unique code and time stamp to each document signature.

What makes the process great is that the document signatures have the same legal validity and enforceability of pen-and-paper contracts.

 

Paperless Environment

Being a paperless firm not only improves overall efficiencies for completing work, but it also helps to reduce your company's carbon footprint. 

 

 

Improved accounting practices aren't the only benefits to adopting a cloud-based business solution!

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

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

 

I Want to Learn More!

Tags: Cloud Business Management, Business Management Software, Accounting & Finance

Sage 100c Now Includes Sage Inventory Advisor Basics

Posted by Ashley Lemus on Fri, Sep 09, 2016 @ 02:47 PM

Time to get excited!  Sage 100c's newest update now includes Sage Inventory Advisor Basics at no additional cost.

Sage_Inventory_Advisor_Basics.jpg

You may be familiar with the "full" Sage Inventory Advisor -- the inventory optimization tool that seamlessly works hand in hand with your Sage ERP software to reduce excess inventory, minimize stock-outs, and produce orders in little to no time at all-- So, you're probably wondering what the big deal is with the newer "Basics" product that is now included with Sage 100c. 

 

In a nutshell, Sage Inventory Advisor Basics is based on the full product, but without:

  •  Support for Bill of Materials 
  •  Central Warehouse Consolidation 
  •  Ability to Import Order Forecasts into Sage ERP 

This newer version of Sage Inventory Advisor builds on the processing and managing transactions Sage 100c is focused on and allows users to leverage the data captured to help make more informed decisions about how much inventory is needed to stock, when to buy more, and many other strategic insights that the Inventory functionality provided with 100c originally wasn't capable of.

 

Sage_100c_Inventory_Advisor_Add-On.jpg

These changes will not only make the product easier to implement but also easier to understand! And, of course, the option to upgrade to the full version of Sage Inventory Advisor from the Basics version is always available.

 
We would love to speak with you about how Sage 100c and Inventory Advisor Basics can benefit your organization.

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

I Want to Learn More!

Tags: Business Management Software, Sage Software, Inventory Management

Acumatica 6 Has Easier Deployment And Is More Flexibile Than Ever

Posted by Ashley Lemus on Wed, Sep 07, 2016 @ 04:10 PM

With the release of Acumatica 6 less than 24 hours away we thought we'd highlight just a couple of the features we're most excited for! 

 
Acumatica 6- Best Cloud ERP Out There.png

 

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 and streamline 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 adding a continuous release cycle option for current customers.  This option will be 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 we're excited about!  Here are 3 updates to look forward to in the new Acumatica 6 update:

 

1. Acumatica 6 plays well with others.

Acumatica 6 will be supporting 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 will be 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 will also facilitate 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 will largely benefit those who do business in more than one language. 

 

We're so very excited for the launch of the new Acumatica system and we know you will be, too!
 
For more information on Acumatica:

Give us a call at (949) 681-8135,
email us at info@klearsystems.com
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

3 Reports Your Warehouse Managers Should Have on Their ERP Dashboard

Posted by Ashley Lemus on Mon, Aug 22, 2016 @ 10:04 AM

It's no secret that being a warehouse manager requires much skill as you have to have knowledge of what is coming in or going out at all times.  

That's why an Enterprise Resource Planning (ERP) solution that's easy to use and provides reports you might not even be aware you need will allow you to effectively manage your warehouse.

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So we're providing a list of 3 reports you might not even realize you need in order to run your warehouse in a more productive manner:

 

1. Orders due to ship today but not yet in the warehouse

It's easy breezy when orders are on hand; however, when orders are not on hand stress will certainly start to build.  Wouldn't a dashboard that identifies the items that are still needed be helpful?  What if the dashboard could also show where the orders were right at that very moment or when they were last reported?  You would know exactly who to call for a status update and remind that person that the item they are working on needs to be shipped that day.

2. PO receipts due, and which ones are urgent

How frustrating is it when the UPS driver leaves a large pile of boxes on the dock and they all look the same??  Wouldn't it be so amazing to have a system that would show you which purchase orders are due immediately, or at least within the next few days, that are urgently required for a job or customer shipment. 

3. Operational efficiency

It's not always easy measuring warehouse efficiency.  But it could be much more simple with an efficient ERP system that will allow you to measure your employees work against warehouse standards, such as unpacking and processing a PO receipt.

 

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

Give us a call at (949) 681-8135,
email us at info@klearsystems.com

or complete the form below and we’ll reach out to you.

I Want to Learn More!

Tags: Enterprise Resource Planning, Business Management Software, Small Business, Warehouse Management System, Business Management

5 Key Aspects When Considering Business Intelligence

Posted by Ashley Lemus on Wed, May 25, 2016 @ 01:15 PM

A powerful Business management solution and Business Intelligence (BI) are the perfect combination for growing mid-sized enterprises.

 Business Intelligence (BI) solutions can help you uncover new opportunities, quickly react to business changes, and make faster, more precise decisions.

 

With BI functionality you can finally go beyond the limits of spreadsheets to get a real-time overview of your data, and transform it into actionable information. You can easily connect to ERP transactional data and utilize the intuitive tools you need to deliver fast and accurate analysis.

BI unlocks the power of your data and delivers true visibility. By leveraging the integration between BI and your business management solution, you will reduce time-to-decision and improve the coordination of operations across your organization.

Improve access to key information with a modern BI solution that provides self-serve analytics and reports via an easy-to use spreadsheet, web and mobile interface. With reporting templates, data visualization tools, and a fast data processing engine, BI becomes the perfect supplement to your business management solution, leading to faster, more informed decisions.

 

When considering a business intelligence solution, there are 5 key aspects to keep an eye out for:

1. Leveraging Real-Time Date

By integrating real-time BI with your company's business information systems, you are able to supply your business units and management with accurate, up-to-date information, in a structured and timely fashion.

 

2. The Importance of Financial Reporting

When selecting a solution, make sure that it is adaptable to your organization's unique financial reporting requirements, in order to avoid additional manual handling and processing of reports and data.

 

3. Enabling the Business User

If your business users are empowered enough to run queries and develop their own custom insights and reports, you remove the burden of report generation from IT staff and free up talent to focus on more business-critical activities.

 

4. Interactive Data Visualization and Mobility

A BI solution that supports access via mobile devices not only increase productivity but also allows managers to make timely decisions even when they are on the go.

 

5. Cross-Departmental Collaboration

Business Intelligence not only facilitates timely, fact-based decision-making, it also allows you to easily share information across your organization based on security and job role.

 

In short, business is more complex than ever before. Data is constantly coming in from a variety of sources and systems. You barely have time to sort through the deluge, much less interpret it and generate timely analysis. You know you need to be agile to respond to changing economic conditions, but the volume of data is simply overwhelming. Instead of wishing for more, you find yourself wishing for better, more concise information.

 

Enjoy this free white paper and learn what new opportunities modern business intelligence solutions can help you uncover.  

 Send Me My Free Whitepaper!

 

Tags: Business Management Software, Sage Software, Business Intelligence

Helpful How-To: Accounting Software Needs Assesement

Posted by Kimberly Tucker on Wed, Dec 03, 2014 @ 12:26 PM

Accounting Software Needs Assessment ERP CRM Software Search

 

With the number of computerized accounting software packages available growing every day, selecting one that is right for you has become increasingly difficult. The needs of different departments pull the decision-maker in all different directions and one can feel overwhelmed with the pressure.

Whether you are looking to upgrade your current system or to install accounting software for the first time, the steps to a successful transition are in essence the same: determine what results you'd like to see (commonly called the "needs assessment" phase), research the available software options, and then select the best one that's within your budget.

 

 

  1. Accounting Specifics

    Leave the limitations of your current software behind. Clarify all the accounting modules your department currently uses and requires and define all categories of accounting transactions your organization would benefit from.  

  2. Information Needs

    Identify all the information that flows through the accounting system. The ultimate purpose of accounting software is to report information in all the ways you need to see it. 

  3. Information Sharing

    What security or internal control difficulties would you like to solve? Determine the information-sharing requirements between the accounting systems and other departments.

  4. Transaction Needs

    Do you need to track payments due from clients, customers, or members? Calculate the total number of transactions of each type for a typical accounting period.

  5. Report Needs

    Distinguish all the different types of accounting reports used by your department and specify your custom reporting requirements. Consider the reports that would make life easy, that you'd like to be able to produce with a few clicks of a mouse.

  6. Data Needs

    Define your specific data retrieval and reporting requirements and consider the other data management systems in your organization that you may want accounting to integrate with, such as fundraising or client management, so you can evaluate accounting packages from companies that market multiple products.

  7. Number of Users

    How many people will use the software? How many of them will need to use it simultaneously? Determine how many users have administrative access to the system.

  8. Training Needs

    On top of the purchase price, there will be installation and training costs that you will pay both directly to a third party and indirectly in the form of staff time. Ascertain the level of accounting and computer experience of potential system users and plan accordingly. 

Most accounting softwares have been tested in the marketplace for many years, so it is actually quite hard to go completely wrong in a choice but if your current budget places too heavy a limit on the ambitions revealed by this needs assessment, consider postponing the transition until the next budgeting cycle or apply for grants specific to improving accounting and reporting.

Have an idea of the software you want?
Need help sorting through your needs assessment?


The experienced software consultants at Klear Systems team assists clients with their accounting software daily and would be happy to help you choose and implement the system that best fits your needs.

Please Contact Us Today!

Tags: Business Management Software, Accounting & Finance