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Sage 100/500 May User Group Meetings: Sage Intelligence and Excel Tricks

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MicroAccounting Solutions and xkzero will be hosting a series of Midwestern Sage 100 and 500 ERP User Group meetings in May, with dates in Dallas (May 14th) and Chicago (May 16th) and a one-hour webinar for those who are not be able to attend (May 22nd). We’ll be diving into Sage Intelligence, from “how and why” concepts to Excel tips and tricks, to practical use of Sage Intelligence. There are no fees to attend either the User Group meetings or the webinar.

Participants will come away with:

  • How to use Report Manager (everyone current on Sage maintenance owns a license)
  • Knowledge of how the Report Designer and Connector can be extremely useful
  • MS Excel tips and tricks that anyone can use
  • How to create financial statements using the Report Designer
  • An understanding of how Sage Intelligence is not just for Financials
  • New relationships or growth in existing ones: Interact with other Sage ERP users

We think everyone will be able to get something out of this combined Sage 100 ERP / Sage 500 ERP User Group meeting, and hope to see you at one of them! Email us for more information. If you cant make one of the User Group meetings, you can attend the free webinar on May 22nd for a condensed version of the User Group meeting topics.

Register_now

*NOTE: When registering, please provide the following information:

  • Company Name
  • Attendee’s Names
  • Email addresses of attendees
  • Whether attending Dallas or Chicago event
  • Sage 100 ERP (MAS 90) Sage 500 ERP (MAS 500) version

Agenda–User Group meetings (The agenda for the webinar will be abbreviated)

  • Overview of Sage Intelligence
  • Demonstration of Report Manager reports, including an over view of the connector
  • Demonstration of Report Designer, including the creation of:
    • Balance Sheet
    • Income Statement
    • Rolling Trend/Forecast Report
  • Excel Tips and Tricks
    • General (universal) use tips that make all reporting more convenient and efficient
    • Automatically highlight relevant data
    • Repeating column headings on each printed page and Underlining
    • Handling rounding issues so your reports will actually foot (without hardcoding values)!
    • Function/Formulas for relevant financial calculations
    • More!

 

Dates and Locations:

Dallas:
Tuesday, May 14th
8:30 AM – 10:30 AM Central
801 E. Campbell Road, Suite 330
Richardson, TX 75081 (map
Cost: Free
DallasSageUG
Map of the Dallas location (Richardson)
Chicago:
Thursday, May 16th
8:00 AM – 10:00 AM Central
1111 E Touhy Ave, Suite 540
Des Plaines, IL 60018 (map)
Cost: Free 
ChicagoSageUG
Map of the Chicago location (Des Plaines)

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