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  • 1.  Sage AP Automation ( Beanworks ) Sales Cheat Sheet: Demo Video, Pricing, Links

    Posted 05-07-2021 17:29
    I have a customer who asked for information on Sage AP Automation. I reached out to  Beanworks and received a nice summary which included recorded demos and current pricing.

    I have that compiled into a Google Doc here. Feel free to copy/paste info for your own use.

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    Wayne Schulz - Schulz Consulting -
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  • 2.  RE: Sage AP Automation ( Beanworks ) Sales Cheat Sheet: Demo Video, Pricing, Links

    Posted 05-08-2021 05:40
    Nice!  Thank you so much, @Wayne Schulz!​

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    Beth Bowers
    Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
    Tennessee Software Solutions
    269-445-1625
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  • 3.  RE: Sage AP Automation ( Beanworks ) Sales Cheat Sheet: Demo Video, Pricing, Links

    Posted 01-14-2022 10:13
    @Wayne Schulz (or anyone) do you have the specific Sage 100 rights needed by the integration user​​? 

    We have this going in where the customer doesn't allow anyone to have access to User/Role Maintenance tasks, so I need to create the user in advance of their implementation call.  

    The BeanWorks note suggesting using an Admin user isn't going to fly. 


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    Eric Lunceford
    First Mate Business Solutions
    Oklahoma City, OK
    877-880-8960
    https://www.firstmatellc.com/
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    Original Message


  • 4.  RE: Sage AP Automation ( Beanworks ) Sales Cheat Sheet: Demo Video, Pricing, Links

    Posted 01-14-2022 10:27
    Eric I had a very similar issue and from memory I don't think the Sage user account needed all the rights that Beanworks wanted. Unfortunately, this customer went into a reorganization and their accounting manager left which seems to have shut down this Beanworks project before it began.

    https://support.beanworks.com/en/articles/1585808-sage-100-pre-installation-connection-checklist

    Frankly, this type of "give us an administrative account" of either Windows or Sage 100 is not flying with most well managed IT departments.

    The biggest gotcha we had was at the time ( maybe a year ago ) Beanworks did not support unified login. They quickly changed that however my customer was still in testing of the unified login for Beanworks when their accounting manager left for another job. As a result I don't know if the unified capability is stable ( it was causing a server crash during testing ). 

    Another gotcha is that Beanworks doesn't integrate to Job Cost. or at least it didn't back when I had another customer look.

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    Wayne Schulz
    Schulz Consulting
    860-516-8990
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    Original Message


  • 5.  RE: Sage AP Automation ( Beanworks ) Sales Cheat Sheet: Demo Video, Pricing, Links

    Posted 01-14-2022 10:42
    Thank you. I guess I will just have to tag along on the implementation call and create the user on the fly. 

    "Frankly, this type of "give us an administrative account" of either Windows or Sage 100 is not flying with most well managed IT departments."

    It shouldn't fly with anyone! 


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    Eric Lunceford
    First Mate Business Solutions
    Oklahoma City, OK
    877-880-8960
    https://www.firstmatellc.com/
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    Original Message


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