Sage Accpac Customer Portal Navigation Tips
Posted by Wendy Gorrie on Fri, Jun 25, 2010 @ 12:38 PM
Sage North America has recently launched a new website (Portal) in an effort to better serve all of their customers.
For us "old dogs" who need some assistance learning these new tricks here are some quick links and helpful information to assist with the transition to the new site.
Accessing the New Portal
The contact person in Sage's database, for your company, would have already received an email from Sage with, see email below, your new Account ID#, details about settings required for Internet Explorer in order to view the portal and details on how to register for access to the Portal. Details of that email are as follows;
Important Logon Information for Your Account
Company Name: <>
New Account ID: <>
As we previously informed you, Sage is in the process of significantly restructuring our internal business management systems. This change will help provide you a unified experience with Sage including more personalized service and a new customer portal.
Your new account number is listed above. Please keep this email in your records to use when you contact us. This will help us access important account information as we help serve you.
We are also excited to announce the launch of our new Sage Customer Portal. You will be able to access account information, key information on your software, and access online support tools.
In order to access the customer portal, you will need to register for a user name and password using your account ID. If you use Internet Explorer 8, enable compatibility view. Go to Tools > Compatibility View Settings and click "Add".
Follow these instructions, to ensure you gain access today:
1. Click here to access the portal logon.
2. Click on "Need to Register?"
3. Select "Register as an Individual" and enter your new Company ID (provided in this email) in the box after "Enter your Sage Company ID or Reference Number".
4. Click "Register".
5. Enter your contact information. Your email address will be your log in ID to the Customer Portal.
6. Select and enter your password. Your password must contain at least 8 characters with at least one alpha, one numeric, and one special character.
7. Click "Save".
After your initial logon, you can visit https://customers.sagenorthamerica.com/, click "Logon" and use your new logon information you've just created. If at any time you have questions about how to log on or accessing information, please contact Sage at 877-828-6372.
You can also visit Sage's customer site for more information including frequently asked questions, video demos on how to use the new site, and more. Click here to learn more.
Navigating the New Portal
Ensure that you read and follow the instructions for Internet Explorer setting changes you may need to make, based on the version of Internet Explorer you are currently using.
Once you have logged in to the Sage Portal this link will direct you to a customer resource page where the most common navigation links are predefined for you.
Customer Technical Resource Center
Sage Accpac ERP | Sage CRM
Note: Please make sure you are logged into your Portal account for the links listed below to work.
Communities & Online Resources
Links to Commonly Visited areas in the Customer Portal
Product Downloads & Service Packs
Please note that the below links requires a current maintenance or support contract
Language Overlays
Please note files for Language Overlays for 5.6 Sage Accpac ERP are included with the program.
Sage ERP Accpac Payroll clients can find the instructions and downloads for Payroll Tax Updates, Click here. The following communication excerpt was sent out regarding the downloading of Payroll Tax Tables;
Tax Table Update - July 1, 2010
Both the U.S. and Canadian governments have announced changes that may affect your Sage Accpac ERP Payroll Update Plan (PUP) clients. Sage has incorporated these changes into the July 1, 2010 payroll tax updates for Sage Accpac versions 5.4, 5.5, and 5.6, which will be available for download on June 22, 2010. CDs will ship at the end of June.
Sage has received feedback that Portal navigation is challenging & have included the steps necessary for navigating these downloads.
Follow these steps to find your Tax Updates to download:
- Log on to the portal by entering your username and password (you must be logged in or you cannot access the Tax Updates)
- Click here
- Read the Download Instructions
- Select the Tax Update you need to install
Important Update: Installation Process Change
Activation Codes are no longer required. This modification to the installation process requires some additional requirements. Please ensure you update your installation process appropriately.
Critical: Product Update Requirements
Before installing the payroll tax update, you must verify your service pack or product update level first. More details on the error you will receive if you are not running the correct Product Update for your version can be found in the Answer ID 28923 Knowledge Base article. To verify what service pack or product update you have installed, click the System Information option in the Help menu in your Sage Accpac ERP program.
- If you are on Payroll 5.4A, System Manager Service Pack 3 or higher is required
- If you are on Payroll 5.5A, System Manager Product Update 3 or higher is required
- If you are on Payroll 5.6A, it is recommended that you install Product Update 1 before installing the Tax Update
Resources
The Knowledge Base offers several articles to assist with completing your update, including:
Sage Accpac Customer Support is prepared to help you during the hours of Monday - Friday from 6:00 a.m. - 5:00 p.m. PT.
Plus Computer Solutions is volunteering to assist Sage as part of an advisory council to ensure any usability issues are identified and resolved, if you have difficulty with navigation or have any questions about the new portal here are some helpful contact numbers.
How do I contact Sage for assistance with the Customer Portal?
For assistance with the Sage Customer Portal for Sage Accpac ERP or Sage CRM, contact Sage at 1.877.828.6372.
If you do run into difficulty and are having trouble obtaining help, please feel free to contact me at wendy@plus.ca or by phone at 604.420.1099 I will do my very best to assist you.