Sage | LightWork | Acumatica

November 2021

Welcome 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 Launch

Acumatica 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 UTC

The 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.

DETAILS: We must apply a set of Windows Server updates to preserve virtual machine security compliance with internal Acumatica IS standards.

IMPACT: Customer application(s) will be restarted and may not be available during the maintenance window. The maintenance will have no impact on the customer data and we do not expect the change to affect the customer in any way.

We do not anticipate any customer impact from this maintenance.

System maintenance sessions are very important and we make every effort to schedule our maintenance periods to have the lowest possible impact to our customers. We apologize for any inconvenience they may cause, and thank you for your understanding.

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:

Ready-made analytics in-a-box
Tangible time savings
On-the-go access tailored to decision-makers
Modernization of ERP and all your data

Eliminating reporting pain points:

Disparate, siloed data, and slow reporting
Inefficient and inaccurate decision making
Missed competitive advantage
Risk, non-compliance, and more

Download the recording here.

Announcing Sage 100 2021.2 and 2020.4

What's new in Sage 100 2021.2

DBA name and address fields in Vendor Maintenance.
Updates in Accounts Payable for 1099 forms.
Program fixes.

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

Updates in Accounts Payable for 1099 forms. For details, see the Sage 100 2020 What’s New guide.
Program fixes. For a complete list, see the Sage 100 2020.4 release notes.

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

Improvements to Bank Feeds

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

Improved Process for Printing Reports

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:

How to follow tax law using the SFA Depreciation program in some situations that might be considered unusual
How to use the tax tables
How to create a new asset for a land improvement
Uncommon situations.

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:

Initial set up of Fixed Assets
Virtual Training for Fixed Assets OR
Monthly Fixed Asset maintenance, includes required accounting reports

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.

Register now

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!

Learn more

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
informed decision on when and how to register with tax authorities.

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.

Specific Manager
- Select a manager to filter through only their direct reports
Company
Organization
- Filter by the organization levels
Salary / Hourly Classification
- Filter by whether the employee is salary or hourly
Next Performance Review Date
- Filter based on the next performance review
Exclude Employees with an Open Appraisal
- Will exclude any employee with an open appraisal

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

Appraisal Type
- Select the appraisal type you wish to create
Review Method
- Based upon the appraisal type selected the system will default to the review method for that Appraisal Type. However, you can override if desired.
HR Has Final Approval
- Check if you want HR to be the final approval for the appraisal
Overrides:
- Period Start & Period End
  - Change the period start & end date
- Due Date
  - Change the due date
- Assigned Templates
  - Allows you to assign specific templates. In your set-up, you may have already assigned the templates based upon the Appraisal Type or through the template cross-reference. This is only to override those assigned templates.

5. Click Create Appraisals

6. Confirm Creation

LightWork Time

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.

LightWork People Management

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?