SageAccpac HRMS TOOLKIT Brochure

Sage Accpac HRMS Toolkit

Tailor Sage Accpac HRMS to meet the unique demands of your organization with Sage Accpac
HRMS Toolkit. It includes superior features and functionality that enable you to create menus,
processes, actions, reports, screens, and fields so you can get the most out of your Sage Accpac
HRMS solution. With Toolkit you can customize the way Sage Accpac HRMS looks and functions
so you can effectively track and record information important to your organization. With the power
to modify menus and panels, change actions and processes, even adjust reports and toolbars,
Toolkit provides you with tremendous flexibility to maximize the benefits of Sage Accpac HRMS.

Toolkit gives you ultimate control over how information is categorized and how it is viewed. You
can create new fields or whole new panels to capture information in your Sage Accpac HRMS
database. You can also create new actions for employees, applicants, and requisitions and change
the order of existing actions and processes. Additionally, it enables you to create new groups
of custom reports and change the order of panels within reports. With Toolkit, you’ll have a fully
integrated solution that gives your HR department total flexibility in meeting your organization’s
special requirements.

From developing innovative products to providing award-winning customer support, Sage Software
is dedicated to surpassing your expectations. Our software is supported by a nationwide network of
certified business partners who are your resource for implementation, training, service, and support.
For more information about Toolkit, please contact your local Sage Software business partner, call
us toll-free directly at 800-873-7282, or visit our Web site at www.sageaccpac.com

BENEFITS

Easily tailor menus, processes, actions,
reports, toolbars, screens and fields
within Sage Accpac HRMS to match your
organization’s unique business requirements.

You decide how information is categorized and
viewed with complete control over how your
organization captures information within the
system.

Specify the format and order of actions and
processes, change the order of panels within
menus, the order of reports, and even remove
individual reports from within groups or entire
report groups as a whole.

Maximize your organization’s effectiveness
with a fully integrated solution that gives you
the power to customize virtually any Sage
Accpac HRMS module.

FEATURES

Sage Accpac | Sage Accpac HRMS Toolkit

Trial Balance View

Drill-down Capability

Real-Time Adjustments

Insert Documents

Version Numbers

Sign Off Documents

Add Notes

Search Text

Access History

Use trial balance view to consolidate the end-of-period information needed to prepare income statements and balance sheets,
and adjusting and closing entries.

View detail within a client balance with easy drill-down capabilities.

Make real-time adjustments with immediate posting to CPAClient Write-Up using the enter adjustments feature.

Insert new documents including PDF, Excel, and Word documents.

Control stages of completion by assigning version numbers to multiple versions of the same document.

Ensure accuracy and preserve integrity by signing off on completed documents.

Add Notes to documents and easily edit and review existing notes.

Conduct full text searches on documents within a client’s documentation

Access the history of all documents assigned to an engagement..

End-to-end solutions. Expert advice.
Ongoing support. That’s Sage 360º.

Sage Software supports the needs, challenges,
and dreams of 2.7 million small and mid-sized
business customers in North America through
easy-to-use, scalable and customizable software
and services. Sage Software is a subsidiary
of The Sage Group plc, a leading international
supplier of business management software and
services formed in 1981 and listed on the London
Stock Exchange since 1989.

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service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities.

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