Sage 50 Job Management Center

Feature overload?

Extra features sound great when you buy a product but, when it comes time to use it, can seem overwhelming and tough to get started.  This is very often the case with software.

The Job Management Center in Sage 50 seems like a lot – and there IS a lot of functionality there.  However, by spending a few minutes to set up your job system, you can save loads of time down the road with simplified processes.  Did you know you could proactively track job status and quickly access interactive, real-time reporting in the Job and Project Management Center?

If you’re not yet using the Job Management Center in Sage 50, read on… there is a lot in there to make your life easier.  (For instance, did you know you can even apply labor burden rates for employees at the job level?)

Simply efforts – even if you only have a few jobs

Access the dashboard under the Jobs tab. There are two screens available – the Jobs Navigation Center and the Job Management Center.

The system is set up with standard defaults for the dashboard, but like many other dashboards throughout Sage 50, this is customizable as well.

Customizable views

Access job status, information on the client, purchases and sales transactions applicable to a job, and Job-to-date Profitability reports are available in one central location.

Sage sets a few default modules on the dashboard.  But if you take advantage of customizing your dashboard view to highlight the information most relevant to your processes, you’ll be able to make faster, more informed (and more profitable) business decisions.

There is a long list of job-related modules available to add to the dashboard (availability is dependent on individual user security settings).  Plus, each module can be further customized to fit user preferences.  Reports can also be printed (or emailed, exported to Excel or PDF) straight from the dashboard.

  • Change orders
  • Credit memos
  • Payroll entries
  • Time tickets
  • Vendor credit memos
  • Receipts applied to revenues
  • And many more…

Key Features

Interactive reporting allows you to analyze specific information on a job or project – activity or history of job, phase, or cost code.

One feature many people overlook is the change order functionality.  Using this feature protects your business plus provides greater insight into the impact that change orders have on a job’s revenues and expenses.

  • Updates estimated revenues and expenses once changes are approved
  • Eliminates manual change order tracking processes
  • See when a change order is approved, when it’s applied to transactions, if the changes impact the projected job end date
  • Plus, all your notes are maintained in one place… with the job.

Rethink Job Management

If you’re not yet using this Job Management Center, or not using it fully, we encourage you to take a 20-minute look in the Job Management Center to see how much more you can do.

Running a business at peak efficiency is one of the most important things you can do to help your business grow.  If you need additional guidance on setting this up for your specific business, give us a call 866-686-1329; we can certainly help with that.

Does Your Business Accept Credit Cards?

Does your credit card processing integrate with your accounting software?

If you accept credit cards and you’re still manually re-entering data into your accounting software because your credit card processing doesn’t integrate, did you know that you might also have keying errors?

Cut data entry time in half and reduce manual keying errors by processing credit card sales and returns in a single step with your Sage 50 Accounting solution.

If you’re using Sage 50, you have the capability to accept payments anywhere, anytime and have your transactions post back to Sage 50 automatically.  You can do this on your smart phone, a store-front solution, your existing payment device or even your desktop.

Benefits of Integrated Credit Card Processing:

Increase productivity

You no longer need to worry about applying payments back at the office.  Accept credit card payments from customers wherever you are – in your store, at a trade show, or in the field and those payments will automatically apply to an existing invoice right within Sage 50. So you can also say, “goodbye!” to manual keying errors.

Increase Sales & Customer Service

Customers like having the option to pay with their credit card.  If you don’t offer the option, you could be missing out on sales!

Credit card sales average 20-30% higher than sales from customers paying with cash?

If you have questions about integrating your credit card processing system or learning more about what services that can integrate with your accounting solution, contact our sales department at sales@quantumbuyers.com or 866-686-1329.

Accounting Doesn’t Have to be Horrible

Let’s face it, very few of us like accounting but no matter how much you might dislike numbers, you simply can’t avoid them if you’re running a business.

Proper accounting practices are a small price to pay for understanding the profitability and status of your business. It’s not as brutal as you might think though.  If you’re imagining a dark, dusty office with an old desk and a ginormous calculator stacked on top of accounting ledgers, journals, and filing cabinets, that’s just your nightmares talking.

With today’s advancements in technology and wide options of accounting software, you can take care of most of your accounting functions quickly, correctly, and not have to worry about your calculator running out of paper tape.

Most accounting software today really is more like business management software.  Capabilities are far beyond simple accounting. If you’re still manually struggling to take care of any (or all) of these tasks, or even using different software solutions to manage each task, consider moving over to a business solution that manages your accounting and all your other operational needs (it helps cut back on multiple data entry too).

Business Management Software can help you manage:

Inventory – Manage inventory automatically – every time you create an invoice and add products, those items are deducted from inventory. Reports can be completed quickly and accurately (and typically run while you’re grabbing your keys to head to lunch).

Sales Activity – Today’s accounting software can offer real-time information for its networked users.  This is very helpful when you want to know what your sales look like every month.  (How about those last few days of the month and you want to know every minute if you’re getting closer to hitting your numbers?  Sound familiar?)

Job Costing – In addition to standard sales reports, you can stay on top of job costs and always know if you’re profitable and on target.

Payroll and Taxes – You know as well as I do that paying employees goes far beyond simply writing a check every couple of weeks.  Your software should give you the option of a simple payroll solution. One that simplifies your processes, tracks your payroll taxes, employee taxes, filing and paying taxes, and even track vacation and sick time.

Payments – If you accept credit cards as a form of payment, your customers will love you.  If you don’t, ask yourself why not.  Invoices are typically paid faster, internal processing costs are reduced by about 16% on average, and sales are generally about 20-30% higher from customers paying with a credit card.

So if you’re worried about the 2-3% credit card fees, you’ll be able to cover that just in the time you save by not having to manually enter all those payments! Credit card processing can integrate with your accounting software so payments are automatically applied to invoices.

These are just a few of the things well-rounded business solutions can mange for you. If you’re accounting software doesn’t offer all these benefits, ask yourself if you’re using the right solution.  Quantum Buyers has several solutions to help you find the right one for your specific business needs.

Call us at 866-686-1329 or e-mail us today at sales@quantumbuyers.com to learn more about a business solution that can help you run your business more effectively and efficiently.