Changes in System Manager 5.5

Sage 300 Dashboard is a Web site installed with System Manager and accessed through your Web browser. The Dashboard site has links for sales, receivables, and payables with charts, graphs, gauges, and summaries that measure your organization’s key performance indicators.

Note: : Dashboard requires IIS (a Microsoft component). You must install IIS before installing Dashboard.

Using Dashboard

To allow your users to easily launch Dashboard, you must bookmark the Dashboard Web site on their browsers. Also, you must assign to them the Dashboard security permission.

Some accounting standard-setting bodies require that you recognize gains or losses due to fluctuating exchange rates in the period in which they occur. Sage 300 5.5 supports this standard.

In version 5.5, when you select the Multicurrency option for your Sage 300 system, you also specify when to recognize exchange gains and losses. For more information, see About Accounting for Exchange Gains and Losses.

The new Gain/Loss Accounting Method option, on the Options tab of the Company Profile, lets you select one of the following methods:

• Realized and Unrealized Gain/Loss
• Recognized Gain/Loss

The gain/loss accounting method applies to revaluation in General Ledger, Accounts Receivable, and Accounts Payable.

Click here for steps to use to switch from the Realized and Unrealized Gain/Loss accounting method to the Recognized Gain/Loss accounting method.

Note: Once you choose the Recognized Gain/Loss accounting method and save the Company Profile, you cannot change the accounting method.

• Feedback: You can send feedback directly to the writer of a Help topic as you view it. Click the feedback link at the bottom of Help pages (see below) to open your e-mail program and start a new message addressed to our documentation team. You write your comments in the body of the message.
• Tasks-oriented links: Look for a new heading in the Help Contents called "What do you want to do?" Under this heading are subheadings for groups of tasks you might want to perform, such as “Reconcile a Bank Statement,” or “Change System Manager Options.”

  Topics for particular tasks, such as “Reconcile OFX Statements” provide step-by-step instructions for performing the task. They may also include steps you need to complete before or after the task, and links to related topics, as well as additional information pertinent to that task.

• Changes to the Table of Contents: When you open a System Manager online Help topic, you will see Help folders for all activated Sage 300 applications (G/L, A/R, I/C, etc) at the bottom of the System Manager Help table of contents.

  Each application has its own folder, containing the complete set of Help topics for that application. This allows you to do a quick search for a topic in one of the applications without having to open the application's window itself.

• When you create system and company databases, the system database tables will now be copied to your company database, making certain functions (such as printing reports) run faster. The system database remains as a master copy.
• When you create currency rate tables, you can now defer the propagation of currency rate changes by saving the changes to the system database's master copy. Then, when you want to use the rate changes, you simply use the Propagate button and dialog box.

• You no longer need a separate license file for Timecard users.
• The Start Finder First feature in the Properties dialog box is not available if you are running version 5.0 or later of Sage 300 applications. However, if you are running old applications (prior to 5.0) with System Manager 5.0 or later, you can still use the feature.

To run Bank Services 5.5A, make sure you have posted all unposted deposits from previous versions of A/R before activating Bank Services 5.5A. Then activate Accounts Receivable 5.5A as well.