No images? Click here Sage | LightWork | Acumatica November 2021Welcome to the Perryman & Associates Monthly Newsletter. If you are a new subscriber – thank you for joining us. Each month we try to provide you with the latest information about Sage, LightWork Software, and Acumatica solutions. Acumatica Streamlines Personalization and Advances Core Business Processes with 2021 R2 LaunchAcumatica 2021 R2 takes ERP configuration and customization a step further with personalization – adjusting Acumatica’s agile and robust software to each customer’s individual needs. With 2021 R2, customers can reduce time spent finding actions and reports through a consolidated toolbar, and automate complex business processes without programming. Users can also react to data changes by creating tasks from business events, and boost productivity by automating administrative tasks and triggering notifications when key activities occur. In addition, technical users now have access to the new DAC Schema Browser to easily view data tables and field mappings. The 2021 R2 update includes integrations with Microsoft Teams and Adobe Document Cloud. With the Acumatica for Microsoft Teams integration, customers can access the communication and collaboration features of Teams from directly within Acumatica, without switching between platforms. Similarly, Acumatica customers can use the Adobe Document Cloud integration to annotate, highlight, comment on PDF documents, and save updated versions with an audit trail and version control – all without leaving Acumatica. In 2021 R2, Acumatica delivers new features and enhancements to all its industry editions. Read about the new feature benefits here. Acumatica Business Cloud Scheduled Maintenance on November 17th at 7AM and 10 AM UTCThe Acumatica SaaS team will be carrying out planned maintenance with the details below: EXPECTED DURATION: We expect the maintenance window to end within 2.5 hours of the start time. Please contact us if you have any questions. FREE Webinar |Customizing the Navigation Pane & Employee Toolbar Monday, November 8th at 1PM ET Who should attend: Anyone that is interested in learning more about customizing Sage HRMS. In this webinar, we will walk through examples of adding and removing items from the Navigation Pane and customizing the employee toolbar. Suggested Prerequisites: Participants should have a cursory knowledge of Sage HRMS. Register for this webinar, and other Sage HRMS webinars, here. Learn More in This Recorded Webinar | Sage Data & Analytics In today’s fast-paced, customer-centric economy, data is the difference between “just making it” and thriving. That’s why it’s critical to have access to clean, timely data you can trust. Now available for Sage 100 and Sage 300 Sage Data & Analytics (SD&A) empowers businesses with the information needed to confidently make decisions with data, facts, and truth—without hesitation. SD&A places data-based decision-making at the heart of your business. Attend this webcast to learn how SD&A provides a 360-degree view of your business and a decision-making infrastructure that will scale with your business as it evolves. During this 30 minute webcast we uncover: Immediate SD&A benefits:
Eliminating reporting pain points:
Download the recording here. Announcing Sage 100 2021.2 and 2020.4 What's new in Sage 100 2021.2
For more details and a complete list of enhancements, see the Sage 100 2021 What’s New guide. For a complete list of program fixes, see the Sage 100 2021.2 release notes. What's new in Sage 100 2020.4
Important: Sage 100 2021.2 and 2020.4 include changes for 1099 forms needed for year-end tax reporting. An IRD will be released later this year that includes these changes for Sage 100 2019, but you must have 2019.5 installed to apply the IRD. Contact us to schedule your update. Announcing Sage 300 2021.3 and 2020.6 What's new in Sage 300 2021.3
For a summary of the new features and product fixes included, see the Sage 300 2021.3 release notes. What's new in Sage 300 2020.6
For a summary of the new features and product fixes included, see the Sage 300 2020.6 release notes. Contact us to schedule your update. FREE Webinar | Tax Depreciation & Sage Fixed Assets - Simplifying Complexities Thursday, November 4th at 2PM ET Explore:
Register for this webinar here! Perryman Now Offering Fixed Assets Consulting Services Looking for a virtual accounting resource that specializes in Sage Fixed Assets and other accounting services? Contact Perryman for:
Now you no longer need an in-house specialist to spend precious time on Sage Fixed Assets. If you are interested in learning more about this service, click here. Sage Sessions X3 and Construction & Real Estate We are looking forward to welcoming you to Sage Sessions X3 and Construction & Real Estate – live from Orlando, Florida, November 15-17, 2021! This event is for customers and partners in North America that work with Sage X3 or Sage Construction and Real Estate (CRE). We are focused on providing the insights, education, and inspiration you need to build your business with Sage. You don’t want to miss it! You can expect unique content and experiences for both the Sage X3 and Sage CRE communities, in addition to coming together for daily keynote sessions, networking, meals, and more! Your safety and wellbeing is our top priority. We will continue to monitor the situation with COVID-19 in Florida, with the ambition to create a safe and comfortable event experience that everyone can enjoy. Can't make it to Orlando? If you can’t make it to Orlando for the full Sage Sessions event, we’re pleased to offer you a virtual front-row seat for select Sage Sessions content. Our digital experience will offer access to limited content from November 16-17, 2021. The digital experience breakout sessions schedule is now available! Avalara | Sales Tax Risk Assessment 50% Off Sales and use tax compliance starts with an understanding of your company’s tax nexus footprint. Tax nexus is a connection between your business and a tax jurisdiction that creates a compliance obligation, such as mandatory tax registration, collection, and remittance. Identifying nexus allows you to make an Determining nexus is a challenging task. Traditionally, sales tax nexus simply required companies to have some form of physical presence in a tax jurisdiction, such as an office, warehouse, or employee travel. However, new state-specific nexus laws and regulations for remote selling now create economic nexus, too. To further complicate the process, product and service taxability differs state by state. Without a detailed analysis, determining nexus and associated state tax obligations is complicated and risky. The Avalara Sales Tax Risk Assessment helps you identify where you’ve triggered physical and economic nexus, so you can successfully meet your U.S. sales tax obligations. Right now, these assessments are 50% off from now until December 31st. Learn more here. Read the Latest LightWork® Software Press Release LightWork Performance Management, Recruitment & Onboarding Solutions Integrate with MIP Fund Accounting for Nonprofits LightWork® Software announces its employee Performance Management, Recruitment and Onboarding HR solutions now integrate with MIP Fund Accounting. These additions offer robust solutions to enhance the functionality of this Community Brands’ business software for nonprofit organizations. LightWork turns the overwhelming task of managing employees into an indispensable business strategy with dynamic human resources management software tools. LightWork Performance Management also includes visual analytics providing stakeholders valuable intelligence for decision making. Recruitment and Onboarding, powered by iRecruit, provides a complete turnkey process for hiring new employees. Read more here. Learning Spotlight: Tips, Tricks, or FAQs LightWork Performance Management How do I initialize appraisals? Initialization of appraisals allows users to create multiple appraisals for a group of employees, instead of having to create them one by one from Employee Profiles. Click Performance > Initialize Appraisals Note: You can do any combination by using the filters available. 1. Use available filter options to select the employees you’d like to create appraisals for. ![]()
2. Once complete, click update results This will populate a list of employee’s who fit the filtered qualifications 3. If the list is correct, select Next – Configure Appraisal Settings 4. Once you click - Next – Configure Appraisal Settings – complete the following fields
5. Click Create Appraisals 6. Confirm Creation
What is the function of reloading a timesheet? Reloading a timesheet reloads the screen and reverts backs to the last saved version of the timesheet. This can be used if you have made modifications in a timesheet but decide you want to discard these and revert back to the last saved version. Is there a way to control the password complexity for users? Yes! This can be controlled in the System Options maintenance under the Password tab. ![]() Read the Latest Blog on Managed Services: How to Prevent Cyber Attacks on Your Business There have been several high-profile, publicized ransomware attacks that have, in part or in full, shut down the operations of major corporations that affected the U.S. in multiple ways. These incidents ranged from data breaches of user and account information to network ransom attacks. Brute-force, credential stuffing, phishing, malware and ransomware are all attacks on a business’ digital files, operations and network. Is your organization prepared to do battle if attacked?
Reach out to us to learn more about Managed Services: Technical Support & Customer Care Hours: 8 a.m. to 5 p.m. EST Monday – Friday (except Holidays) Contact Information: 800.551.6875 ext.4 Support@Perryman-sw.com 386.734.6979 ext.4 Support@LightWorkSoftware.com Statistics show that the average office worker sends 40 emails per day. It doesn’t seem like much, since email has become a major communications tool in our daily business lives. But crafting just one email can be a time-consuming task. For example, consider the steps accounts receivable takes to send an invoice to a customer:
You might think, “What’s so hard about that?” Well, when you have to do this manually every time you send an invoice – whether your company sends tens or hundreds of invoices monthly – it can be quite labor-intensive. You might retort, “Well AR can automate distributing invoices directly from their ERP system.” That’s true for most ERPs. But no ERP can automate invoice distribution AND include other documents with the invoice – they’re only able to automate distribution of one document at a time. ![]() Give us a shout! We'd love to hear from you.Whether you have a question about your current system, training, reports, customizations, IT services, or anything else, our team is ready to help. Get in touch with us by dropping a line via email, or let's talk at 386-736-6379. Sage Resource Links Sage Knowledgebase (Requires Login) Sage University (Requires Login) Sage Resources - Support Requests and more Acumatica Resource Links Acumatica Customer Portal (Requires Login) Perryman Resource Links LightWork Resource Links |