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It's hard to talk about security these days without AI dominating the conversation, but we must not forget the basics.
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We're sponsoring the upcoming Sage Future for Partners conferences in both North America and Europe. If you are attending either, be sure to look for the Orchid booth!
See our Events page for details of all these and other upcoming events.
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(Note: Links to our Knowledgebase require partner login)
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EFT Processing (for Sage Intacct) - News:
- Refer to this Sage Intacct Roadmap article for our development plans, plus responses to common questions about functionality.
Tips & Support:
- Support: Where do you start when the bank rejects an EFT File? Our help page on Troubleshooting Create EFT File issues explains how you can hold, fix and refresh the data without needing to start from scratch, plus other tips.
- Tip: Learn about out-of-the-box fraud control features on our Configure EFT Vendors help page: Enforce approval for any edit to a vendor’s Orchid EFT bank details, mask EFT field details, log changes, and more.
- Tip: How do you explain to a client, in simple terms, what an EFT File is, and what EFT Processing does? Our General Tips for Using EFT help page is a great place to start.
- Tip: When and how to create and use Positive Pay files, including a short spotlight video.
- Tip: We've just published an EFT Processing ROI Calculator for Sage Intacct (AP). Try it out!
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(Note: Links to our Knowledgebase require partner login)
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(Sage 300) Product News:
- All Modules: Our Sage 300 v2027 compatibility release modules are now available for download.
- v2027 Sample Data: Version 2027 sample data will be released soon. In the meantime, you can upgrade v2026 sample data.
- v2027 Activation Codes: These are now available on our Partner Portal. NFR serial numbers are available in the product downloads area of our website.
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Tips for:
- EFT Processing (AP): We've just published an updated EFT Processing ROI Calculator for Sage 300. Try it out!
- EFT Processing (Payroll): Our EFT Payroll FAQ help page is the best place to start for answers to common questions about (US & Canadian) payroll functionality.
- Bin Tracking: Watch some short videos on how you can use Bin Tracking with other Sage 300 modules, e.g PJC, Orchid RMA, AutoSimply Barcode, AutoSimply Manufacturing, and Technisoft Service Manager.
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Support:
- End of Support for v2024: Consistent with Sage's policy, we only support the 3 most recent versions of Sage 300. Accordingly, support for all v2024 modules ends on 1-Jan-2027.
- EFT & Extender (Developer): Learn about Using EFT Superview to connect custom scripts, e.g. to verify an EFT file after it’s generated or encrypt it before upload. (The EFT PGP Encryption app in our Extender Marketplace is an example of where it is used.)
- Document Management Link (DML): Our Using DML with SharePoint for Office 365 help article includes a worked A/P example that shows DML creating a SharePoint folder per vendor, tagging each dropped file with the vendor and invoice number, and then showing only the right documents on each Sage 300 screen.
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Info-Explorer Tips:
- Our Getting Started with Info-Explorer for Sage 300 Tutorial takes a user from zero to a live cube in four steps: Download a ready-made sample cube, point it at their own Sage 300 SQL database, refresh, and start analysing their real data!
- Our Query Builder help article explains how users can add a table, field or join to a cube’s underlying query by dragging links visually, then test the result on the Data tab before saving. No SQL writing needed!
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Videos you might have missed:
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Our October webinar on Orchid's EFT Processing for Sage 300 looked at: Trends in EFT Processing; Preparing for an EFT implementation; Enhanced Security Options.
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Follow our Social Media feed for breaking news
Follow us on LinkedIn to be notified of events, major product announcements, etc.
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