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  • 1.  Sage upgrade with Sage AP Automation - what steps are required for APA.

    Posted 08-02-2023 11:57

    I picked up a new client with Sage AP Automation. I have never worked with this product. Who do I call for support? Client is on 2018 Adv. upgrading to 2022 Adv same server. What upgrade steps are required for Sage APA?

    TIA



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    Greg Stiles
    S & W Microsystems
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  • 2.  RE: Sage upgrade with Sage AP Automation - what steps are required for APA.

    Posted 08-02-2023 16:02

    It's pretty easy as there's just a synchronization piece that sits on the server. I don't believe there's anything that has to be installed over Sage 100 ( verify this with Beanworks/Quadient aka Sage AP Automation).

    On our last upgrade there was some type of issue with the expanded check number causing some duplication in Sage AP Automation. I also think that you have to contact Quadient/Beanworks before going live with an upgrade and advise them what version you are upgrading to.

    I always ping Ray Scarborough - r.scarborough@quadient.com - for questions and to be pointed to the best technical resource. Ray used to be with CIMcloud and I think at Quadient he runs their channels.

    I made this Beanworks cheat sheet a year or more ago - it is probably outdated (certainly the pricing will need verifying and updating) but might be of some assistance with background info .

    I have a customer who runs a small private school who took on Beanworks in the early days of Covid and they've had very positive results.



    ------------------------------
    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    Moodus, CT
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  • 3.  RE: Sage upgrade with Sage AP Automation - what steps are required for APA.

    Posted 08-02-2023 16:19
    Edited by Wayne Schulz 08-02-2023 16:20

    Link to Quadient online documentation: 

    https://help.beanworks.com/en/support/solutions/72000277100



    ------------------------------
    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    Moodus, CT
    ------------------------------



  • 4.  RE: Sage upgrade with Sage AP Automation - what steps are required for APA.

    Posted 08-03-2023 00:56

    Based upon my experience with Beanworks | Quadrant, you need to contact support a good week in advance as they are very slow to respond.  All of my upgrades have required them to make a change on their end to the new version.  I have had to do some yelling and screaming to get support to respond.  I end up going thru Ray for help.  There is really only 1 person that is good in the support area unless they have hired someone else since March.  I like the product, the support needs to step up to the plate.



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    [Michele] [Herzog] [CPA,CITP, CGMA]
    [Overland Park] [KS]
    [816-520-1365]
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    Original Message


  • 5.  RE: Sage upgrade with Sage AP Automation - what steps are required for APA.

    Posted 08-03-2023 02:13

    Thanks @Wayne Schulz & @Michele Herzog

    Appreciate the info.



    ------------------------------
    Greg Stiles
    S & W Microsystems
    ------------------------------

    Original Message


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