Need Help With Affordable Care Act 2015?

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We at DeRosa Mangold will try to simplify the confusion regarding ACA (Affordable Care Act) reporting in Sage 100.



Please review the videos from Sage below:

Affordable Care Act Overview                                    


Affordable Care Act Setup in Sage 


How you determine if you are an ALE employer      



Set up for ACA EMPLOYERS                                                


Generating ACA Forms


What you can do NOW
At this point, you have three options to populate the ACA data for each employee: 

1.  Manually Enter Data

Manually enter the data for each employee in the various ACA employee screens provided by Sage through their ACA enhancement. 

2. Data Entry Spreadsheet

For those with 1,000+ employees, Sage has developed an ACA Reporting Worksheet to get started on entering the employee information needed for ACA reporting.
You will be able to enter the following information in the attached ACA
*Provided Self-Insured Coverage acknowledgement
*Employee and covered individuals details (name, SS# and DOB)
*Employee monthly detail for Offer of Coverage, Low-Cost Share and Safe Harbor Codes
*Employee electronic consent acknowledgement

3. Automated Data Entry

A partner of DeRosa Mangold, Competitive Strategies Inc., has developed a database program to automate data entry into Sage 100 in order for Aatrix to correctly populate the ACA forms to be filed. The following video describes these three methods.



Competitive Strategies: ACA Data Assist for Sage 100
Please sign up for the following webinar from Competitive Strategies for more detail on their ACA Data Assist enhancement.
Tuesday, November 17, 2015 - 
2 PM to 3 PM ET

Register Here


Competitive Strategies' Summary on Affordable Care Act Reporting


eFiling and Reporting

Once you have correctly put in the data for each employee, you can use the Sage eFiling and Reporting module Aatrix to print the required forms for IRS filing. Aatrix can eFile the 1094 and 1095 forms as well as print and mail copies to employees. Fees for eFiling and mailed copies are available at the following link.



For more information from Sage click on the links below: 

Sage 100 Product Update Release Schedule

Which of the new IRS forms will you need to file?

What files hold Affordable Care Act (ACA) information

Will Sage 100 support the Affordable Care Act (ACA) reporting requirements for 2015

Employees names are blank and hours are zero on ACA ALE Report

How are hours calculated on the ACA Applicable Large Employer report

Perpetual History was not turned on for ACA Reporting

How to setup Affordable Care Act (ACA) in Sage 100

Where are the ACA Visual Integrator jobs located

Price Changes ahead for Sage 100 Payroll customers

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Announcement from Sage

Sage 100 payroll customers now pay only for the employees for whom they process payroll.

Effective December 1, 2015, customers who are on a Sage Business Care Plan and using the Payroll Module will pay for the number of employees for whom they process payroll. Sage believes this approach is fair to all of its customers.  As an example, customers with 15 employees will no longer be paying the same price as a customer with 50 employees.

Customers who move to the new payroll tiers will gain full use of Sage payroll and direct deposit services, including future service enhancements. Sage will continue to enhance payroll capabilities throughout the balance of the year and into 2016. An example of what is to come is: 

     Sage 100 customers will no longer have to pay costly bank fees for processing direct deposits. Sage will automate creating the direct deposit file, sending it to the bank, and triggering the required bank transactions. E-file will also become fully integrated through Aatrix.

Existing Sage 100 Payroll Module customers will transition to payroll tiers with their next Sage Business Care plan renewal.


Sage 100 Payroll Module users -  Beginning October 23, 2015 Sage will begin notifying customers of the new payroll pricing tiers for those customers whose Sage Business Care plans are up for renewal in December.





Common Misconceptions of Sales Tax Compliance

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For many companies, when the topic of sales tax comes up, the first response from most of the staff will be, “What’s the big deal? I just need a rate.” But when you ask a Controller or Finance person, their first response is usually, “They don’t understand. It’s so much more than a rate.”

Here’s why different responses in the same company is a problem: Over 70% of the time, the tax and accounting departments aren’t even responsible for managing tax compliance (charging sales tax, collecting exemption certificates, etc…). For many companies, it’s the credit department who carries that burden. This disconnect in how sales tax is managed and by whom, often results in tax rate, taxability, and jurisdiction errors. 


What are the common misconceptions around sales tax compliance?

 Misconception 1: Sales Tax is Easy

 At a recent meeting, we asked our own Avalara sales people to give manual sales tax management a shot. They were given a series of exercises, a set timeframe and one caveat: no Avalara automation tools could be used. They had to figure it out the way most companies do—by downloading rate tables, visiting state websites, plugging numbers into invoicing systems, determining exempt sales and filling out complex tax return forms. No team got it all right in the time allotted. That’s because sales tax is hard. There are countless things that go into ensuring sales tax being done correctly and when you tie in the fact that there are more than 12,000 taxing jurisdictions, thousands of product taxability rules in the U.S., and the rules are subject to change, it’s not easy.


Misconception 2: My ERP Already Automates Sales Tax

Most ERP have built-in sales tax functionality, but it’s very basic. Not only does it require manual work to configure and update, you can’t be fully accurate as most sales tax functions provided by the ERP use zip-code based tax tables to drive the calculation. There is also usually limited support for handling specific sales tax rules tied to sourcing, product taxability or exemptions. In addition, the sales tax reporting available doesn’t expose the data in a format required to support the filing process and some “accounting gymnastics” are still required of the accounting team or CPA to try and pull it all together.


Misconception 3: Sales Tax Automation is only for Big Companies 

“My company is too small” or “We only have to collect in one state” are common objections we hear. Companies of all sizes can benefit from sales tax automation as risk is risk whether you have it one state or all states. Also, any time spent on it is wasted time that could be focused on the business versus the pass through activity of sales tax. Factor in a sales tax platform that is delivered as a SaaS solution with pricing based on usage and you have ROI for small businesses all the way up to the enterprise.


The bottom line is, fast, accurate calculation of sales tax impacts customer satisfaction and improves sales. Complete reporting of taxable and exempt sales saves time and lowers audit risk. Without an automated solution within the ERP, calculating sales tax basically requires you to upload rate tables, enter and track sales tax schedules in each applicable city, county, and state as well as rules, rates, and boundary changes. Address validation functionality is limited to ZIP codes, which aren’t always accurate, leading to wasted time tracking down correct addresses and contact information and charges from carriers for undeliverable items. That’s an incredible amount of information for any business to manage manually. This can result in collecting the wrong sales tax and remitting it to the wrong jurisdiction—a mistake that can result in costly audit fines, fees, and penalties. 

Luckily, there are compliance solutions that can be turned on within Sage ERP to automatically address these gaps. Problem solved!

When you turn on Sage Sales Tax, the tax decision engine delivers instant address validation and sales tax calculation across multiple states and tax jurisdictions. Geo-location mapping (similar to GPS technology) determines tax rates “down to the rooftop” with exact longitude and latitude for each transaction so the right tax is collected each and every time. 

Learn more by reading the free whitepaper, “Compliance in the ERP.”




Take Time Out

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We all tend to busy ourselves with our work this time of year, especially those of us who work in accounting. Be sure to take frequent "time outs" this year to experience the season.
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Empower your HR Department with Sage HRMS

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What's so different about Sage HRMS?

Sage HRMS was designed by HR professionals to help you increase Return On Employee Investment (ROEI™) and assemble the best tools to help your company meet objectives, including advanced employee analytics, recruiting, self service, talent management, and learning management. When you move to Sage HRMS, you will enjoy enhanced database speed and performance with SQL and tougher security protection. 

These exciting features are exclusive with Sage HRMS:

  • Centralized database at your fingertips.
  • Effortlessly set-up, track, and enforce multiple time off plans including support for seniority levels, effective dates, and connect with payroll accrual codes.
  • Fill out and electronically file tax forms with Sage Payroll Tax Forms and e-Filing by Aatrix.
  • Store an alternate email address for each employee.
  • Easily transfer your data between Sage HRMS and Sage 500 ERP.

Sage has automated and streamlined your day-to-day HR business processes, freeing up valuable time and energy so that you can focus more on your most valuable asset - your employees.  Your organization's leaders can receive accurate information about work performance across a wide variety of flexible formats and devices. Sage HRMS should be the starting point for all of your employee-related decisions.

DeRosa Mangold Consulting will be with you every step of the way!


Are you missing that one "key" piece in your business?

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Sometimes it's that one "key" piece that you've been searching for to thrust your business to a level of simplicity and ease.  JobOps Job Management Software could be what you've been looking for.  JobOps offers a solution to manage various complex jobs within your business AND works in conjunction with Sage 100 ERP Software.  Now all the pieces fit together!

JobOps Job Management Software is an integrated job management tool for companies that build products, provide installation or perform services.  By providing the critical tools needed to manage complex jobs, JobOps allows you to meet customer demands, and have financial visibility and control so you can be more competitive in your industry.

With JobOps you can:

-  Adapt to changes that occur in your business quickly and skillfully giving you peace of mind.
-  Become more efficient, improve your workflow and reduce unnecessary paperwork.
-  View critical information in real-time with a user friendly interface, and easily apply query and statistical analysis enabling you to make more informed smarter business decisions.
-  Easily give accurate estimates/quotes, and combine Bill of Materials, routings and labor to create a detailed cost.
-  Integrate with Sales Orders and Work Tickets to streamline workflows so all job information is readily available in one location.
-  Simplify job planning and purchasing by proactively monitoring job statuses and analyzing supplies allowing you to optimize cash flow.

In a nutshell...

JobOps partnered with Sage 100 ERP provides your business operational and financial information from one single, powerful source. JobOps and Sage 100 ERP work together to enhance your workflow, increase productivity and maximize your profits.


New Pricing for Sage ERP customers

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Sage has scheduled a price increase to take effect August 1st, 2013.  If you are thinking about possibly adding additional users or adding an additional module, it would be a great idea to act now! New pricing typically will increase between 3% to 5%. We would love for you to take advantage and save a some money.  Place your order with us today!

As always DeRosa Mangold Consulting is committed to helping you solve your ERP system problems, assisting you in achieving your business' goals and make your life simpler, all while striving to keep your cost down. Call us today to save money! 

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Sage ERP Inventory Advisor

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Reduce Excess Inventory.

Reduce Working Capital.
Reduce Stock-Outs.

Sage Inventory Advisor is an affordable cloud solution that helps companies reduce stock outs, excess inventory, and working capital. It connects to Sage ERP data to deliver inventory health check, produce quality forecasts, reduce the time spent on manual tasks, and solve for the optimal investment required to achieve target fill rates. A web based mobile solution, Sage Inventory Advisor is easy to use and slashes time spent on forecasts and ordering. It can be implemented cost effectively and used in just hours.

Fast to Implement and Cost-Effective

A cloud solution, Sage Inventory Advisor can be implemented cost effectively in just hours.

• Allows anytime, anywhere access.

• Eliminates local server installation.

• Provides worry-free updates and maintenance.

• Delivers rapid deployment and scalability.

• Best-in-class availability level.

• Highly secure using PGP data encryption/decryption. 


User Interface—Easy-to-use web and mobile interface uses standard browser behavior with contextual information display for clarity.

Dashboard—Provides visibility to critical KPI’s and financials such as stock holding, stock outs, potential stock outs, and excess stock and surplus orders. Lists top items requiring immediate attention. Allows drill-down to data details.

Inventory Forecasting—Dynamic, graphical forecast engine assists user in forecasting and planning for future replenishment orders. Lists top under- and over-forecasted items for further analysis and action.

Inventory Monitoring—Provides early warning of stock-outs, potential stock-outs, or surplus orders.

Classification Matrix—Classifies items into nine color-coded categories based on calculated metrics such as velocity (times sold), quantity sold/consumed, and value of sales/consumption, allowing users to rapidly identify and focus on important items.

Ordering Schedule—Shows what orders to place based on item policies (stock levels, forecasts, etc.). Allows sorting of purchase orders by personal preferences.

Order Management—Provides view of recommended new orders by supplier to place for the day. Provides ability to amend orders and send them back to the ERP for processing.

Interactive Reports—Provides critical and detailed information to help optimize inventory.

Supplier Performance—Shows supplier performance through relevant charts. Helps user identify good or poor performers and plan purchasing accordingly. Assists user in setting dynamic safety stock based on supply risk.

Item Data—Provides a single view of all item information, in one place.


Wanting more out of your Customer Relationship Management (CRM) system?

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Sage CRM (Customer Relationship Management) is a powerful tool providing solutions to increase your productivity and improve the overall customer experience.  As an integrated solution, Sage CRM uses the transactional information in your Sage 100 ERP system to present a comprehensive and detailed view of your customers' business and their needs.  

Sage CRM offers a wealth of features that optimize sales opportunities, enhance your marketing efforts and empowers your customer service staff with information needed to make informed decisions.  

Features and Benefits  

Contact Management - Increase collaboration across your organization by consolidating your customer information into one single resource.  Information can be quickly exported to various formats like Excel and PDF for further analysis.

Document and Library Management - Efficiently manage you customer documentation. Easily select and upload multiple files, attach to a single task, sort, view and open from a document and task list.

Sales Management - Boost sales productivity by streamlining opportunities in the pipeline, improve forecasting, quotes and orders. Easily maintain product and price lists, and manage sales teams and territory.

Customer Service Automation - Improve call resolution and service quality by using the easy to use customizable dashboard feature. View and communicate using up-to-date real-time information and maintain accurate records.

Marketing Automation, Reporting and Analytics - Allows users to build campaigns based on detailed customer information such as products purchased and target markets. Build effective promotions that can bring better quality leads. Optimize your budget by easily calculating ROI at all stages of your marketing campaign.

May 2013 User Group Meetings

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Want to learn what's new with Sage 100 ERP 2013?

The newest release of Sage 100 ERP (formerly Sage ERP MAS 90 and 200) continues to be the most powerful business management system for businesses just like yours. We want to tell you about the newest enhancements, cloud services and add-on solutions. Let us show you how you can:
* Streamline your workflows

* Efficiently facilitate your software update process using the new Sage Advisor Update console

* Reduce time navigating through your system using customizable Visual Process Flows

* Streamline the process of matching your invoices using the expanded vendor invoice number field

* Simplify with enhancements for Accounts Receivable, Paperless Office and Sage CRM

We hope you will join us and meet members of the DeRosa Mangold Team, gain valuable product knowledge, and network with other customers in your area at one of these four convenient locations.


Wednesday, May 22, 2013 ~ 11:15 am to 1:15 pm
Mangia Pizza
8012 Mesa Dr., Austin, TX

Thursday, May 23, 2013 ~ 2:30 pm to 4:30 pm
Waco Chamber of Commerce
101 S. 3rd St., Waco, TX

Dallas/Ft. Worth
Wednesday, May 29, 2013 ~ 11 am to 1 pm
1950 Stemmons Freeway, Dallas, TX

San Antonio
Thursday, May 30, 2013 ~ 11:15 am to 1:15 pm
The Spaghetti Warehouse
1226 E. Houston St., San Antonio, TX 

Visit to register for one of these insightful User Group Meetings.  

See you there!