Archive for the ‘General’ Category

Healthcare Reform and How It Will Affect Employers – Round Table Luncheon in Dallas

July 30, 2010

On Sunday, March 21, 2010, the House of Representatives passed the fiercely contested healthcare reform bill, HR 3590. On Thursday, March 25 the Senate passed the Reconciliation Bill, the so-called “fix it” bill. On Tuesday, March 30, President Obama signed the final piece of the legislation into law. This legislation will have a major impact on every person living in the United States for the foreseeable future. While there are many implications of this bill, we’ll only discuss the pieces that will directly impact employers at this luncheon.

What: Round Table Luncheon, hosted by our sister company, Terrell & Terrell, CPAs, LLP
When: Thursday, August 12, 2010 at 11:30 a.m.
Where: Lawry’s The Prime Rib in Dallas, Texas
Cost: $25 per person

Contact us to reserve your seat now!

About the Moderator:
Jack Reaves, CLU, agency founder, has 30+ years of successful insurance experience. Some clients have been with him since the agency opened for business. Jack’s specialty is group insurance for private and public employers. His clients range from companies with two employees to those with thousands on their payroll. Jack prides himself on learning a client’s needs, then designing solutions to fit that client’s business goals. Prior to founding The Reaves Agency, Jack held management positions for Safeway stores. His success in that venture inspired him to open his own business.

Sage Accpac Shortcuts for Forms, Notebooks, and Records

July 12, 2010

Here are a few shortcuts that allow you to use forms, notebooks, and records in Sage Accpac more efficiently:

HOME – Move to the first entry in the form
END – Move to the last entry in the form
↑ or ↓ – Move up or down a single row
ENTER or TAB – Move the cursor to the next field
SHIFT + TAB – Move the cursor to the previous field
INS – Add a new entry on the next line
DEL – Delete the selected entry
F9 – Maximize or Minimize the display area
Spacebar – Checks or unchecks a checkbox
F7 – Refreshes the record

Sage Accpac Tips – Calculator and Finder

July 6, 2010

Press the Plus Key (+)  to activate the Sage Accpac Calculator from any field where numeric calculations are performed. You can use it as a regular calculator by utilizing the 10-key numeric keypad on your keyboard, or you can use it with your mouse. Contact us to get a copy of a list of shortcuts you can use with the calculator.

Wherever the Finder icon displays, Sage Accpac provides a search engine to assist you in finding information. The Finder’s search capabilities are dynamic and customizable.

July 1st Deadline for PCI Compliance is Near!

June 29, 2010

The July 1st deadline for PCI compliance is just a few short days away. Make sure you are ready! You can find more information at http://pcisecuritystandards.org, or contact us to discuss how we can help you.

Integration from CodePartners Saved One of DataQuest’s Largest Clients

May 7, 2010

One of DataQuest’s largest clients, a garbage truck parts supplier, was in danger of losing a multimillion dollar contract if they couldn’t integrate their purchase order system with their customer’s supply chain management system. If DataQuest couldn’t help with this integration, DataQuest would likely lose the parts supplier as a client. Although DataQuest implemented a Web store using Iciniti that integrated with their client’s Sage Accpac ERP system, they were still unable to integrate with the parts supplier’s client’s Ariba supply chain management software. So, DataQuest brought in CodePartners to build the bridge. With only two weeks to spare, CodePartners completed the integration. Not only did DataQuest keep their client, but the client saved its contract and the integration was even expanded to other companies.

Read the full success story.

Proposed Changes to Our Terms and Conditions

April 27, 2010

We love doing business with Sage Business Partners! In order to better serve you, we must consider changes to the terms and conditions under which we provide services and software in the future.

Three of the changes that will most affect business partners are below:

  • We will now send out quotes using our terms and conditions document instead of just an email. This helps us formalize the process and keep track of outstanding quotes so we can follow up with you and answer your questions regarding projects in a timely and orderly fashion.
  • Annual software maintenance will now be a part of our quotes.
  • Payment terms will also be modified in the proposed terms and conditions to include a deposit of 30% before beginning development on projects followed by a 40% payment at the time delivery, and the final 30% payment upon sign-off and acceptance of project.

Please contact us if you have any questions about the changes. We will be happy to provide you with a copy of the new terms and conditions upon request. We look forward to continuing to work with you in years to come!

- Brian Terrell and Bin Feng

Non-U.S. Credit Cards Now Accepted on Our Payment Portal

March 29, 2010

The time has finally arrived! We are now accepting non-U.S. credit cards for payment on our Web site! (http://www.codepartners.com/index.php?action=payinvoice) This will allow you to pay your invoices more securely than ever before! Gone are the days of emailing or faxing in credit card authorization forms (easily accessible and therefore more of a threat to security). If you would like a custom payment portal on your own Web site please contact us today! We would be happy to customize a solution for you!

- Bin Feng, President

Kerr Consulting & Support Relies on CodePartners for Integration and Process Improvement

March 9, 2010

A Sage Accpac ERP partner in Houston, Texas had an opportunity to gain a very significant account if they could develop the right solution. Their prospect needed to overhaul their infrastructure to give investors the confidence they needed to help them acquire their largest competitor and grow their market share by 40%-60%. With the integration completed by CodePartners, the business partner won the deal, and the client was able to acquire their competition. Read the rest of the success story.

CodePartners Proudly Sponsors the 4th Annual Tackle Cancer Foundation Celebrity Poker Tournament

February 25, 2010

The tournament will be held at Ghostbar in Dallas, Texas on Sunday, March 7, 2010. Proceeds from the event will benefit Tackle Cancer Foundation’s financial assistance program. TCF covers the cost of medical bills, utility bills, and insurance premiums for families that have children diagnosed with any form of pediatric cancer and adults diagnosed with multiple myeloma (a blood cancer). Learn more about Tackle Cancer Foundation.

CodePartners Component Catalog

November 30, 2009

When was the last time you viewed our component catalog to see a listing of our most popular components and products? We have listed more than 30 of our most popular customizations on our Web site for you and your clients to view. Take a look around. Who knows…you might just stumble upon something that you only dreamed was available! Click here to view our Component Catalog.

You can also visit our YouTube channel to watch recorded demos of some of our products. We add two new demo videos each month!

Contact Meredith Gooch at (214) 647-2611, ext. 106 for more information about showcasing the CodePartners component catalog on your Web site or to inquire about pricing for a particular component.

- Meredith Gooch, Marketing Manager

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