Accounting Software Shreveport

Sage 100 ERP Accounts Payable Video: How to Set-Up ACH Payments and Pay Bills Electronically

As Sage 100 ERP consultants that have worked with hundreds of clients, we often get requests from our Sage clients who want us to to help them with implementing this electronic ACH functionality. Sage 100 has the ability to allow your Account Payable staff to pay your Vendors electronically through the ACG network. ACH is built into out of the box Sage 100 ERP.  However, in order to set up ACH, you must first follow a few important steps. Check out this 15 minute video demonstrating how to set up electronic ACH payments in Sage 100 ERP for vendors in Accounts Payable. This is a very efficient way to pay your bills.

Here's the 3 basic steps to successfully setting up electronic ACH payments in Sage 100 ERP.

1. Get Bank Format: ACH needs to be formatted for the different standards each bank will have for its own format. It's much like payroll that has it's own formatting requirements that are different between banks. It's generally a similar process with Sage 100 ERP Accounts Payable. We always coordinate with the client's bank and find out what ACH format they require.
2. SetUp Options:  To activate ACH, you need to set it up in Sage 100 ERP.  Go to Accounts Payable and in the Setup Options folder you will see the ACH tab where you will have various ACH options. You turn on emails to store your ACH emails.  You can select partial allocation and how many years to retain history Further down the Setup menu, we have the ACH interface maintenance.  Here you can have different formats for different banks.  This is where you would hold the routing numbers and other information required to complete an ACH transaction. Usually we associate it with one vendor like a test vendor for testing purposes.  We would make sure it works before we start soliciting this information from our vendors.  You would need to set up each vendor with their information in Sage 100 ERP in Vendor Maintenance.
3. Paperless Office Setup - Next, go to Paperless Office - Form Maintenance Setup - Enter Company Code - Accounts Payable - Check enable electronic delivery - enter email address - point to directory for PDF storage. Now you can send all your PDF documents via email. This is also the place where you can decide if you want to have the electronic remittance devices sent out when we update our check register. Since Sage allows you to save mulitple contacts per vendor, you can choose to send the PDF to several emails per vendor.

Customers really appreciate activating the ACH functionality in Sage 100 ERP because they save time and avoid the costs of stamps and the effort of mailing checks. It makes it easier to manage vendors. The vendors appreciate it because their payments coming electronically which is faster, the deal with less mail and paperless records. 

Sage 100 ERP Accounts Payable ACH saves man-hours and is eco-friendly.  If you're not using ACH today, you may want to consider it! We hope you find this set up video useful.  As always, consult with your Sage 100 ERP consultant bfefore making any changes ot your system. We are also available to help.

If you would like to learn more about Sage 100 ERP and setting up ACH, please contact us!   As ERP consultants with over twenty years of experience, we've helped hundreds of businesses become more efficient and profitable.

Posted by Keith Perkins at Accounting Software serving Sage 100 ERP customers in Shreveport, LA and surrounding areas.

We are excitied to present our YouTube video explaining how Sage Payment Virtual Terminal integrates with Sage 100 ERP. In this video we will cover how you can process credit card directly into the ERP software.  The integration will also be demonstrated showing why Sage Virtual Terminal is so pupular with our Sage customers.

In our last blog and video, we talked about how virtually anyone can you process credit cards directly into Sage Virtual Terminal with out having an integrated system. For more information, check out our last blog entitled “Sage Payment Virtual Terminal - Get Paid Quick & Easy”

In this YouTube presentation, we will demonstrate and review how you will save time and money with the integration with Sage Virtual Terminal and Sage 100 ERP. In this video, we will look at how the Sage Virtual Terminal is set up, how it operates and integrates. We will show how you get credit cards into the system and how they are processed.  

The Sage Virtual Terminal is a web interface that processes payment transactions when credit card information is manually key entered into the browser. A secure connection is made to transfer card information from the Sage Virtual Terminal to the Sage Gateway for authorization. Sage Virtual Terminals can be accessed 24/7 with an internet connection and a web browser. Data security and PCI compliance is ensured with Sage Vault which is an encrypted and secure credit card number storage center.

With a Sage Virtual Terminal, merchants have the flexibility to accept debit and credit card payments virtually, that is, without having to buy a point-of-sale swipe terminal. This can be useful for merchants that don't take customer payments in person or if payments are web based, mailed, phoned, or faxed in. Many businesses that do accept payments in person still process through a virtual terminal to avoid the cost of a card swipe terminal and also to allow for back office processing.

Increase your customer's satisfaction by offering them a convenient time saving payment option through the Sage Virtual Terminal. With recurring payments you can automatically charge your customers a fixed amount of money on a schedule that works for you and for them. The exact payment is made directly to your merchant account on time, every time.

Sage Payment Virtual Terminal:  10 Reasons to Get Started

1. PCI complaince to meet data security standards 
2. Easy to set up and use
3. Integration saves time
4. You can handle credit card transactions quickly whil on the phone
5. Reduces postage, paper, labor expenses, and bank fees
6. Tracks card expiration dates to avoid interrupted payments due to expired data
7. Free 24/7 Online Reporting
8. Recurring Payments
9. Lowers accounts receivable and collection costs
10. Online Shopping Carts

If you need assistance or would like to learn more about Sage Payment Virtual Terminal, contact us at Accounting Systems Consulting Group, LLC. As ERP consultants, we have over twenty years of experience in helping hundreds of businesses become more efficient and profitable. 

Posted by Keith Perkins at Accounting Software, a Sage 100 ERP consultant firm serving Sage 100 ERP customers in Shreveport, LA and surrounding areas.

Businesses who offer more flexible payment options are the businesses who succeed in today's cash strapped economy. The Sage Payment Virtual Terminal is a web interface that allows customers to easily manage and process credit card payment transactions.  You can use this payment service as a stand alone, a mobile payment application on your cell phone or as an integrated extension of your Sage ERP system. Sage Payment Solutions with Virtual Terminal helps customers keep their competitive edge making it easy to collect money from their customers.

The Sage Virtual Terminal is a web interface that processes payment transactions when credit card information is manually key entered into the browser. A secure connection is made to transfer card information from the Sage Virtual Terminal to the Sage Gateway for authorization. Virtual terminals can be accessed 24/7 with an internet connection and a web browser. 

With a virtual terminal, merchants have the flexibility to accept debit and credit card payments virtually, that is, without having to buy a point-of-sale swipe terminal. This can be useful for merchants that don't take customer payments in person or if payments are web based, mailed, phoned, or faxed in. Many businesses that do accept payments in person still process through a virtual terminal to avoid the cost of a card swipe terminal and also to allow for back office processing.

Increase your customer's satisfaction by offering them a convenient time saving payment option through the Sage Virtual Terminal. With recurring payments you can automatically charge your customers a fixed amount of money on a schedule that works for you and for them. The exact payment is made directly to your merchant account on time, every time.

Sage Payment Virtual Terminal:  7 Reasons to Get Started

1. Easy to set up and use
2. Reduces postage, paper, labor expenses, and bank fees
3. Tracks card expiration dates to avoid interrupted payments due to expired data
4. Free 24/7 Online Reporting
5. Recurring Payments
6. Lowers accounts receivable and collection costs
7. Online Shopping Carts

Online shopping carts assist with purchases made over the web. Having a shopping cart on your website will allow customers to add items, as they shop, to their virtual shopping cart while it keeps a running total of all items in the cart. When the customer is ready to "check out," the shopping cart will total the items, shipping, and tax automatically. This helps customers feel more comfortable with the purchase process.

Sage Payment Virtual Terminal is briefly demonstrated in this 7 minute You Tube video below presented by Keith Perkins at Accounting Systems Consulting Group, LLC: 

Sage Payment Solutions wants your online business to thrive. That's why we provide a free shopping cart for all businesses with a web presence.

There are many compatible third party software providers and shopping carts that can be integrated to our gateway. Please inquire with your third party provider to determine if their product is already certified to our gateway.

If you need assistance or would like ot learn more about Sage Payment Virtual Terminal, contact us at Accounting Systems Consulting Group, LLC. As ERP consultants, we have over twenty years of experience in helping hundreds of businesses become more efficient and profitable. 

Posted by Keith Perkins at Accounting Software, a Sage 100 ERP consultant firm serving Sage 100 ERP customers in Shreveport, LA and surrounding areas.

If you need to accept card transactions in the field and away from a computer, let us set you up with a Sage merchant account and with Sage Mobile Payments.  Check out this demonstration....

Then visit us at www.ascgllc.com to contact us.