Clients First USA
Clients First knows their software, but they are also astute business people, and they really understand manufacturing and distribution in particular.
Jimmy Witcher, COO, Merrick
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Martinez, California

1330 Arnold Drive, Suite 148
Martinez, CA, 94553
Tel 866.677.6290
Fax 973.556.1539

Posts Tagged ‘ca’

Your MAS 90/200 Year End Newsletter

Thursday, December 15th, 2011

2011 In Review And A Look Forward To 2012 And 2013

As the year comes to a close, we highlight some of the new capabilities added to Sage ERP MAS 90 and 200 in 2011, and look forward to what is coming. Sage updates and publishes the product roadmap periodically to provide you with a long-range view of the future direction of the product line. Read More

SQL Payroll For Sage ERP MAS 200 SQL Customers

If you use Sage ERP MAS 200 SQL, you have an option to use an integrated, SQL-based human resources and payroll system – Sage HRMS. By managing your payroll and HR processes in house you can save money while gaining access to tools that support compliance with regulations, better cost control, and increased employee satisfaction. Read More

Year End Specific Articles

  • Creating A New Company In Sage ERP MAS 90 Read More
  • The Importance Of Budgeting Read More
  • Module Closing Sequence Read More
  • Year End Compliance Releases Read More
  • General Module Closing For Sage ERP MAS 90 And 200 Read More

Tips To Help Year-End Processing Run Smoothly Read More

Sage MAS 90 MAS 200 Newsletter

Friday, December 2nd, 2011

This Issue’s Topics:

Payroll Enhancements

Sage ERP MAS 90 And 200 Version 4.5 Provides New Deduction Methods And More

Payroll can be time consuming and complicated with the ever-increasing intricacies of taxation and employment legislation. Sage ERP MAS 90 Version 4.5 contains workflow improvements and a significant number of features designed to help you handle the complexities of deductions and accruals more effectively. Read More

Sage ERP MAS Intelligence For Version 4.5

Sage ERP MAS Intelligence for Version 4.5 adds the ability to attach Reporting Trees to Report Designer layouts. The new trees will expand the options that companies can use for different reporting structures. A 90-day trial period is included for Report Designer so customers can experience the benefits of expanded importing and exporting capabilities, and creating scheduler commands. Read More

SQL Server Version Of Sage ERP MAS 200 Available For Upgrade

With the release of Sage ERP MAS 200 Version 4.5, customers have the option to migrate their software to a Microsoft SQL Server database, with all the security and performance characteristics of this platform. Read More

Sage MAS90/200 Solution Conference June 22, 2011 9am – 1pm

Thursday, June 16th, 2011

What: Complimentary Sage Solution Conference

Featuring discussions of:

  • Key benefits of MAS v4.5 and future releases of v5.0 and v5.1
  • What’s new with MAS Online (off premise “cloud” offering)
  • How to monitor your business conditions and execute intelligence workflow
  • How to more efficiently receive payments from your customers
  • Who needs Sage Fixed Assets?
  • Update on Sage Business Intelligence Reporting Tree

Guest Speakers:

Debbie Hill – Sage Solution Consultant

Tricia Cate – VineyardSoft Business Channel Manager

Gregory Earle – Sage Payment Solutions Consultant 

 Where:         Clients First Business Solutions
                    399 Taylor Blvd., Suite 106
                    Pleasant Hill, CA 94523

When:  Wednesday, June 22nd from 9:00am – 1:00pm

Please arrive 15 minutes early to sign in as we will start promptly at 9:00am

Refreshments and lunch will be provided

RSVP:  Call 1-888-222-8827 today to reserve your place

Do not delay in registering! The first 20 companies to register and attend the conference will receive a free system audit (up to 3 hours-details will be provided at the conference).

MAS90/200 User Group Meeting June 22, 2011

Friday, May 27th, 2011

Clients First Business Solutions is pleased to announce our next complimentary MAS90/200 User Group Meeting.  The event will be held from 9am to 1pm on Wednesday, June 22nd at our Pleasant Hill, CA office and will include refreshments and lunch.  The event is limited to the first 30 people to RSVP so please contact us today to reserve your spot by calling 1-888-222-8827.

The topics will include:

MAS90/200 Version 4.5 Pre-Release

  • Many new enhancements
  • Improved functionality
  • FREE CRM license with upgrade
  • And so much more!

Learn all about it in this MUST SEE presentation by Debbie Hill, top Presales Consultant from Sage

Sage Knowledgesync Module 

  • THE Business Activities Monitoring (BAM) Solution
  • Cut costs and save time right out of the box

Do not miss Tricia Cate of Knowledgesync presenting this very powerful tool.

Credit Card Processing

  • Payment Card Industry (PCI) Compliant
  • No Equipment purchase required
  • Low processing rates
  • This module is free with payment of annual maintenance!

All of us are using the web more and more to process transactions.  This cost effective tool gets it done!  Presented by Gregory Earle of Sage Payment Solutions.

Don’t miss out on this information packed User Group Meeting. 
There is no charge for this event and we’ll even feed you!

  Where:  Clients First Business Solutions
399 Taylor Blvd., Suite 106
Pleasant Hill, CA 94523

When:  Wednesday, June 22nd, 2011 9:00 am – 1:00 pm (refreshments and lunch included)

Please arrive 15 minutes early to sign in as we will start promptly at 9:00 am 

RSVP:  Call 1-888-222-8827 today to reserve your place and for links with more information.

SMI Connector Module Promotion and Refresher Webinar Friday, January 28th, 2011 at 9:30am

Tuesday, January 25th, 2011

Sage’s current promotion on the SMI Connector Module expires on January 31st, 2011.  The offer of 50% off the Connector Module is a savings of $1,000!  Sage will not be offering this promotion for the remainder of the year.  Those of you who participated in our SMI webinar events know the value of the Connector Module and its ability to pull data from all the data sources in your organization.  The Connector Module is a must for businesses with multiple companies.  Call us today to take advantage of this savings!

Please join us on Friday, January 28th at 9:30am for an SMI refresher webinar, with a focus on the features of the Connector Module.  The webinar is being led by Debbie Hill of Sage Software.  This webinar is complimentary and will last approximately 30 minutes.

Please join my meeting

Call in using your telephone

Dial: +1 (805) 309-0016

Access Code: 354-100-056

Clients First Brings the MAS 500 User Group to You!

Monday, December 6th, 2010

For the first time ever, we are broadcasting our MAS 500 Year End User Group meeting live via conference call.  We understand the challenge of getting away from the office for meetings and seminars. This specially designed feature is intended to bring our longer distance clients closer and allow all of our clients a new opportunity to participate.
In an effort to be as accessible as possible, we would like to invite you to join us via conference call next Thursday, December 9th from 9:00am to 11:30am.  You are, of course, welcome to attend in person and we look forward to having you.

Please RSVP to Lisa deKat or Mary Walsh

You may also call us at 888-222-8827

Then on December 9th at 1:30 pm please:

Dial 215-383-1001
Access Code: 629-760-832

Thursday, December 9th from 1:30pm – 4:00pm

The Future of FRx

Friday, October 15th, 2010

Confused about the future of FRx?

Want to find out more about Sage MAS Intelligence (SMI)?

As a means of continuous improvement to the reporting technology and changes within Microsoft, we have some exciting news for you. Sage MAS Intelligence has been introduced into the MAS family as its standard financial reporting tool.  What does that mean for you?  It means that Sage will be replacing your existing FRx licenses with Sage MAS Intelligence (SMI).  Automatic Shipment of this software begins in October.

What is SMI and how will this impact reporting?

In the short term, you will have the ability to use both FRx and SMI. Your support for FRx will NOT change.

SMI is based on the familiar Microsoft Excel application. You will be able to create reports and analyze data as before but with some additional program capabilities.  Instead of access being limited to just General Ledger, you will have access to all modules and data.  You will be able to build your reports in Excel rather than creating the report in one program and then exporting to Excel.

Sage MAS Intelligence will be available for customers on MAS90/200 version 4.4, MAS500 version 7.3, and MAS90/200 Extended Enterprise Suite version 1.4.

Again… FRx support is not being abandoned.  Support will be available during the transition between FRx and SMI.

There is a great deal of information to be shared and questions to be answered.  We have asked Debbie Hill, a Solution Engineer at Sage, to assist us in presenting this information to you.  We will be hosting two webinars to review the changes and what they mean to you.  The first session will be a general overview of the Sage MAS Intelligence and how the licensing and support are going to be handled.  The second session will be a more in depth look at Sage MAS Intelligence.  We invite you to attend one or both of these sessions.

Sage MAS Intelligence and the retirement of FRx

     Tuesday, October 19th, 2010 at 9:00am

     Wednesday, October 20th, 2010 at 1:00pm

Sage MAS Intelligence – Make it work for you!

      Tuesday, November 2nd, 2010 at 1:00pm

     Wednesday, November 3rd, 2010 at 9:00am

Please call us at 1-888-222-8827 and ask for Lisa deKat at extension 111 or Mary Walsh at extension 319 to register for these webinars.  Or you can email us at or

Look for more information on upcoming Sage MAS Intelligence Workshops in November – Please call to inquire.

We appreciate your business and want to make sure you utilize all the benefits of your product enhancements.  Please call or email us if you have any specific questions about Sage MAS Intelligence. 

MAS 90/MAS 200 Newsletter Available Now

Monday, May 17th, 2010

The new MAS 90/200 newsletter is now available.  This issue covers three major topics — all of which we are sure you will find useful.  Topics covered include:

  • New Payment Card Industry (PCI) standards
  • Business Insights tips and tricks
  • Extended Enterprise Solutions news

You can view or download the newsletter here:


Clients First Increases Knowledge at Sage Insights

Tuesday, April 27th, 2010

We will be attending Sage Insights next month In Denver, Colorado.  Why do we think that you want to know this?  It is the annual Sage event held for all of their partners like us.  It is both a learning and networking experience that we know adds value to our practice and our clients.

Some of the benefits from attending are:

  • Finding out what is in the product roadmap – where are the products headed
  • Networking with other partners, vendors, and Sage staff and executives.
  • Attending learning sessions — over 400 sessions this year are scheduled
  • Joining in an open and candid Q&A session with key Sage executives
  • Attending the Sage Exceptional Customer Experience workshop where we explore how we can support our customers at a new level of excellence.

Attending Sage Insights is another in the many ways we at Clients First work hard to stay current in new technologies, on top of market trends and continue to be relevant and valuable to our clients.

By the way, next year’s Insights will be a first in that Sage customers as well as partners will attend.  It will be held in Washington DC in July.  We hope you can make it.  Please let us know if you have any questions or comments.

MAS 90/200/500 User Group Topics

Wednesday, March 24th, 2010

As you are no doubt aware, we hold regular User Group Meetings in our Pleasant Hill Office.  These are designed for our MAS 90/200 and MAS 500 clients — both newbies and old timers — to learn what’s new, learn tips and tricks and share their experiences with one another.

Attendees consistently give high marks for the experience and for the information they can take back to their organizations and put into practice.

We need your help, though. In the spirit of keeping the User Groups focused on YOUR needs, we ask that you take a minute to tell us what topics you would like to see in future meetings.

Is there a topic you need covered?  Perhaps a process that you need a little help or guidance with?  Let us know!

This is your chance to help craft the agendas for our meetings and make them even more relevant.

Please send your ideas to Mary Walsh, or call us at 888-222-8827.

Thanks and have a great day.