Date post: | 16-Jul-2015 |
Category: |
Software |
Upload: | jeremy-ploessel |
View: | 137 times |
Download: | 1 times |
#InspireTour
It is not the strongest of the species that survives, nor the
most intelligent, but the one most adaptable to change
Charles Darwin
#InspireTour
• Invoicing is not new• But, mobile invoicing is• Create invoices where and when the work is done
• Greater accuracy• Faster billing and collection
• Regularly $9 / month, but you can get the first year at a promotional price of $1 / month
Mobile Invoicing
#InspireTour
• Invoicing is not new• But, mobile invoicing is• Create invoices where and when the work is done
• Greater accuracy• Faster billing and collection
• Regularly $9 / month, but you can get the first year at a promotional price of $1 / month
Mobile Invoicing
#InspireTour
• Invoice presentation is a part of online invoicing• The primary benefit is faster payments• Invoices created in Sage 50 will be delivered to the
customer for payment• Included with online invoicing
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Invoice Presentment
#InspireTour
MobileInvoicing
OnlinePayroll
CloudDataInvoice
Presentment
BankIntegration
Sage OneInvoicing
#InspireTour
Sage One Invoicing• More efficient than paper and
manual processes
• Offers customers an easier way to pay
• Sends automatic payment reminders
• Invoices and payments automatically recorded in Sage 50
#InspireTour
Sage One Invoicing – For Accounting Practices
• Your clients use Sage One Invoicing to create invoices and get paid online
• You use Sage 50 Accountant’s Edition to track income• The integration ensures that invoices flow from your
customer’s copy of Sage One to your copy of Sage 50
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#InspireTour
Sage One Invoicing – Making it Happen
1. Sign-up for the Sage One Accountant’s edition - it’s free!2. Use Sage One Accountant’s Edition to invite your clients
to create a Sage One account3. Connect to your client’s Sage One account from Sage 50
Accountant’s Edition4. With a few setup steps you can see your clients’ invoices
in your Sage 50 Accountant’s Edition
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#InspireTour
Sage One Invoicing – Value for Accountants
• Your clients have a simple and easy to use tool to track their invoices and get paid
• Your clients have more control over their business• You continue using Sage 50 as you always have• Accurate and timely information on your clients’ income• You free up your time by reducing data entry• Better collaboration with clients
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#InspireTour
Bank Integration
• Automatically import bank account, credit card and PayPal transactions
• Streamline reconciliation
• Eliminate manual data entry
#InspireTour
Bank Integration
• Automatically import bank account, credit card and PayPal transactions
• Streamline reconciliation
• Eliminate manual data entry
#InspireTour
• Sage 50 customers can pull their financial transactions into Sage 50 without having to manually enter them
• If you dread keeping Sage 50 up to date with your financial transactions; this is a huge benefit
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Bank Integration – For Sage 50 Customers
#InspireTour
• Sage 50 customers can pull their financial transactions into Sage 50 without having to manually enter them
• If you dread keeping Sage 50 up to date with your financial transactions; this is a huge benefit
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Bank Integration – For Sage 50 Customers
#InspireTour
• Your clients use Sage One to connect to their bank and credit card accounts
• You use Sage 50 Accountant’s Edition to track income and expenses
• Integration ensures that income and expense transactions flow from your customer’s copy of Sage One to your copy of Sage 50
45
Bank Integration – For Accounting Practices
#InspireTour
1. Sign-up for the Sage One Accountant’s edition - it’s free!2. Use Sage One Accountant’s Edition to invite your clients
to create a Sage One account3. Connect to your client’s Sage One account from Sage 50
Accountant’s Edition4. With a few setup steps you can work on your clients’
income and expense transactions in Sage 50 Accountant’s Edition
46
Bank Integration – Making it Happen
#InspireTour
Payroll
Employees
Address
SIN
Tax Credits
Hire Date
Compensation
Salary
Hourly
Bonus
Vacation pay
Allowances & Benefits
Medical / dental
Car
Housing
Deductions
CPP
EI
Tax
RRSP
Charity
Paycheques
Payslips
Direct deposits
Cheques
Government Compliance
CRA remittances
CPP
EI
Tax
EFILE/pay CRA
Provincial remittances
WCB
EHT
QHSF
Etc.
Filings
T4’s
RL‐1’s
Web ROE’s
Online Payroll
#InspireTour
1. Sign-up for the Sage One Accountant’s edition - it’s free!2. Use Sage One Accountant’s Edition to invite your clients
to create a Sage One account3. Connect to your client’s Sage One account from Sage 50
Accountant’s Edition4. With a few setup steps you can view your clients’
summary journal entries in Sage 50 Accountant’s Edition
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Online Payroll – Making it Happen
#InspireTour
Cloud Data
Sage 50 powered by the cloud
Cloud Data
A service for sharing a Sage 50 company file with yourself or your accountant
#InspireTour
Cloud Data
For Sage 50 Customers• Flexible• Secure
For Sage Accountant’s Network Members• Easy• Convenient• Efficient
#InspireTour
Cloud Data
For Sage 50 Customers• Flexible• Secure
For Sage Accountant’s Network Members• Easy• Convenient• Efficient
#InspireTour
Summary for Sage 50 Customers
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Solution How DeliveredMobile Invoicing Sage One Invoicing + Sage 50 IntegrationCloud Data Sage DriveBank Integration Sage One Standard + Sage 50 IntegrationOnline Payroll Sage One Payroll + Sage 50 IntegrationInvoice Presentment Sage One Invoicing + Sage 50 Integration
#InspireTour
Sage Accountants Network Members
For your Sage 50 clients
• Your clients use Sage Drive
• Your clients invite you to share their company data
• You work on their company data
For your other clients
• Your clients use Sage One for• Mobile Invoicing• Invoice Presentment• Bank Integration• Payroll
• You use Sage 50 and connect to their Sage One data
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#InspireTour
Sage Accountants Network Members
For your Sage 50 clients
• Your clients use Sage Drive
• Your clients invite you to share their company data
• You work on their company data
For your other clients
• Your clients use Sage One for• Mobile Invoicing• Invoice Presentment• Bank Integration• Payroll
• You use Sage 50 and connect to their Sage One data
59
#InspireTour
BankIntegration
Availability
FEB MAR APR MAY JUN JUL OCT NOV DECAUG SEP
For Sage 50 Customers
For Sage Accountants Network Membersand their Clients
MobileInvoicing(browser)
MobileInvoicing
(smartphone)
CloudData
OnlinePayroll
InvoicePresentment
(from Sage 50)
JAN
MobileInvoicing(browser)
CloudData
BankIntegration
OnlinePayroll
MobileInvoicing
(smartphone)
InvoicePresentment
(from Sage One)
#InspireTour
BankIntegration
Availability
FEB MAR APR MAY JUN JUL OCT NOV DECAUG SEP
MobileInvoicing(browser)
MobileInvoicing
(smartphone)
CloudData
OnlinePayroll
InvoicePresentment
(from Sage 50)
JAN
MobileInvoicing(browser)
CloudData
BankIntegration
OnlinePayroll
MobileInvoicing
(smartphone)
InvoicePresentment
(from Sage One)
For Sage 50 Customers
For Sage Accountants Network Membersand their Clients