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Tips and Tools - Sage MAS 500

Tips & Tools - Sage MAS 500

Sales Tax Setups

Sales Tax Setups

Sales Tax Setups within Sage 500 can be confusing. The following tip & tool explains the different elements of the sales tax setup so you can determine which classes, codes, and schedules you need to create. 

Tax classes are used with tax codes and tax schedules to determine how to calculate taxes. You can assign tax classes to non-inventory items (to designate whether they are taxable or non-taxable). Sales tax schedules are assigned to vendors and customers.

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Opening a Support Case with Sage

Opening a Support Case with Sage

If you are on a support plan through Sage, you can take advantage of their support by creating a support case.  This can be done in one of two ways:

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Setting up Windows Authentication for Sage ERP MAS 500

Setting up Windows Authentication

MAS 500 can be setup to use Windows Authentication to login to the program instead of entering  MAS 500 credentials each time.  This setup must be done at each workstation, but is useful in situations where a single employee uses the same computer all the time.  The following instructions walk you through this setup process:

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Download Sage ERP MAS Intelligence for Sage ERP MAS 500

Downloading Sage ERP MAS Intelligence

Sage is in the process of introducing their business intelligence tool, Sage ERP MAS Intelligence, or SMI. For many clients, this will be a replacement for FRx as that product is phased out. If you are current on maintenance with Sage, you are entitled to SMI. MAS 500 clients receive four user licenses. Follow these simple steps to download Sage ERP MAS Intelligence:

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Tips & Tools - Sage MAS 500 - Splitting Batches
 Splitting Batches

Every so often you may run into an issue with a problem voucher in batch.  
No need to stop do the research to correct it before posting the whole batch, split it and leave the problem unposted.
 

To split an Accounts Payable batch

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Tips & Tools - Sage MAS 500 - Data Imports
MAS 500 Data Imports

MAS 500 has a number of methods to import data into the application. The four options are explained below.

1: Classic Data Import Utilities

Each module has a limited amount of classic data import routines, for example AP has a utility to import vendors and vouchers. GL can import GL accounts and transactions. The Classic Data import is very fast and comes with MAS 500. A disadvantage is that this tool requires data to be in specific formats and is heavy on user intervention. This is used for one time data imports.

2: Dataporter

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