Sage 300 Add-Ons Spotlight

By: Sharon Paul

One of the strengths of Sage 300 is the massive ecosystem of integrated add-ons that can extend the capabilities of your software. When “out of the box” features don’t provide everything you need, Sage Add-ons Marketplace might be the answer.

In this blog post, we’ll take a closer look at a few popular options.

Sage Data & Analytics

Sage Data & Analytics (SD&A) is an enhanced business intelligence (BI) toolkit for Sage 300 that delivers actionable financial and operational reporting. SD&A incorporates pre-built data models from other Sage and competitive ERP platforms, so you get an out-of-the-box BI and analytics solution that is quickly and easily configured to your business and personalized for your role.

Benefits

  • Combine data sources
    Report on data from multiple internal and/or external sources within one system and interface and make better, informed decisions.
  • Personalized dashboards
    Quickly analyze data in personalized dashboards within the Sage user interface.
  • New solutions available
    Capitalize on the BI applications already in use for data representation and analysis or select a new BI software application.
  • Upgrade to Sage
    Gradually migrate to Sage from one or multiple legacy systems without losing insight into historical data.

Watch a Demo

Sage AP Automation

Sage AP Automation frees your accounting team from time-consuming manual accounts payable. You can reduce invoice processing costs, delays and risks with complete visibility and control of all four accounts payable (AP) workflows in one place. From purchase orders, invoices and expenses to online payments, all AP processes work seamlessly together in the same system.

Sage AP Automation also features fully remote AP so your finance team can work from anywhere, customized rules to automate every step of your AP workflow and AI capabilities that reduce data entry time and cost of AP processing.

Benefits

  • Increase control over AP
    Reduce errors by streamlining and automating each step of your AP workflow. Your accounting team can easily route approvals for POs, invoices, expenses and payments from anywhere.
  • Improve visibility from POs to payments
    Accrue liabilities in real-time and view all your key AP data in an easy-to-use dashboard to get a better understanding of your overall position, identify bottlenecks and reduce risk.
  • Eliminate paper and spreadsheets
    Eliminate 83% of data entry with AI-powered header and line-item data capture so your team can focus on higher-value tasks.
  • Improve accountability and easily find invoices
    Simplify audits and save time with digital invoice storage. Search invoices by general ledger (GL) code, vendor, legal entity or any other information on the invoice.
  • Reduce invoice processing costs
    Invoices can cost up to $15-$40 when processed manually, compared to just $2.36 with an automated system.
  • Enable remote employees
    Give your team the tools to manage AP from anywhere, whether at the office or from home.

Watch a Demo

Sage Alerts and Workflow

Sage Alerts and Workflow is a unique combination of data monitoring, alerts, reporting and workflow technologies that automatically monitor and respond to critical information in your Sage 300 system, as well as related applications like CRM and HRMS.

This powerful tool is an advanced warning system that continuously scans and monitors your software, looking for critical events that require timely intervention. But it doesn’t stop at just alerting you to a potential issue—it also generates related reports and automates communications (i.e., email) so the right people can take quick and necessary action.

Benefits

  • An invisible assistant for businesses
    Get advanced warnings on business-critical issues such as stock shortages, overdue invoices and inactive leads.
  • Streamline operations and add value
    Automate manual processes, such as invoices and customer statements, to free up time for value-adding tasks.
  • Improve cash flow
    Updates Sage applications with key details and activities, such as placing overdue clients on hold or scheduling calls for customers with no activity.
  • Advanced reporting for clearer insight
    Automatically generate key analytical reports like sales pipeline, aged receivables, open payables and more to make informed, strategic decisions.

Need Help?

If you have questions or need help getting started, connect with us online or give us a call at 410.685.5512.

 

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Published September 27, 2023

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