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Hello everyone, thank you for taking the time to visit to our new Consulting Services Blog. I am Andrea White, the Manager on Porte Brown's consulting services team.

 

The team and I would like to welcome you and look forward to sharing helpful information on the topics of managerial consulting, strategic consulting, and technology solutions, such as ERP Solutions, CRM, and custom software solutions.

 

Welcome to Our Consulting Services Blog!

 

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Consulting Services Blog

OSAS Year-End Compliance Update

Andrea White - Wednesday, December 19, 2018
The 2019 compliance update for OSAS version 8.00 (Build 18351) is now available from Open Systems via the online update process.

This year’s compliance update includes changes to the Payroll and Accounts Payable forms and magnetic media for 2018 tax filing as well as all state and federal table and formula changes for 2019 known to Open Systems as of December 12, 2018.

Any additional state or federal table or formula changes, along with instructions for changing them in OSAS, will be announced as they become available. Check the Client Portal of the Open Systems website, www.osas.com, frequently for the latest information on state or federal table or formula changes.

The update includes a compliance advisory. Please read it carefully before you install the update. For more detailed OSAS 8 installation instructions, you can also use OSAS's year-end procedure document or video. OSAS's year-end checklists can also help you close the books for the year.

TRAVERSE Build Updates

Andrea White - Tuesday, June 26, 2018
Responding to client feedback, Open Systems will be releasing fewer build updates for TRAVERSE. The updates themselves will be larger in nature with more features and functions on average than our previous builds. This system will help you and your clients plan updates more carefully. We are currently targeting four updates annually. As these updates become available, detailed information will be provided about the content related to the update.

Read the newly re-designed TRAVERSE Build History for additional information.

Tips and Tricks: Change Batches for Orders without Locking the Batch

Andrea White - Wednesday, January 31, 2018
OSAS has updated its Change Batches feature in Accounts Payable, Accounts Receivable, Purchase Order, and Sales Order to allow you to change the batch on orders without locking the whole batch. In prior versions, you would have had to ensure that no one was accessing any of the orders in a batch before you could move orders. Now, OSAS will move what it can, skipping over orders that are in use by other users. Those in-use orders are listed on a log for reference purposes..

Visit the OSAS Build History page for more recent additions to OSAS version 8.0.

Tips & Tricks: Copy Dashboards to Other Users More Easily with New Functionality

Andrea White - Wednesday, January 03, 2018
You can now copy dashboards from an existing user so you can set up multiple users more quickly. Check out the Dashboard Setup function in the Installation and Configuration menu of Resource Manager.

Visit the OSAS Build History page for more recent additions to OSAS version 8.0.

OSAS Tips & Tricks: Not Just for Printing Anymore

Andrea White - Monday, October 09, 2017
In OSAS version 8, you can now set up delivery methods for Picking Slips. These methods include Email, Fax, and Paper. Read the OSAS Location Picking Slips Overview carefully for information about setting up and using location delivery methods for picking slips.

To read about more recent additions to OSAS, check out the OSAS Build History page.

Find Out How Your OSAS Version 8 Software Has Improved

Andrea White - Thursday, August 17, 2017
If you use OSAS version 8.0 to get your work done, do yourself a favor and check out the OSAS Build History page. You'll find over 200 enhancements have been added to your software, covering dozens of different functions and bringing new efficiencies that you may not have discovered yet.

Not on OSAS version 8.0 yet? Contact Porte Brown to find out why the latest version of OSAS is worth checking out!

OSAS Tip: Introduction to OSAS Dashboards

Andrea White - Thursday, July 06, 2017
Has your company configured OSAS Dashboards yet? Have you explored all of the things this new standard OSAS version 8 feature can do? Perhaps now is a good time to review the Introduction to OSAS Dashboards, a free document which covers the setup, the available charts, the customization and export of widgets, and much more. OSAS Build History page.

Now in OSAS Version 8 - Get the Latest Documentation Automatically

Andrea White - Tuesday, June 06, 2017
By now you're well aware that OSAS version 8 uses automatic updates to deliver fixes and features, but did you know that OSAS makes regular updates in the user guides to keep up with those changes? Now you can update your PDF copies of the user guides effortlessly.

In the Install Maintenance Updates function of Resource Manager, you can use the new Update User Guides functionality to check for and download current application documentation.

To read about more recent additions to OSAS, check out the OSAS Build History page.

Give TRAVERSE a Fresh, New Look with just a Couple of Clicks

Andrea White - Tuesday, May 30, 2017
"Flat" is where it's at! A recent update to TRAVERSE allows you to change the appearance of your TRAVERSE interface to a more modern, streamlined, "Flat Style" look. If you would like to use the new interface, you can turn on the new style by going to the Preferences panel on the View menu, setting the Use Flat Style option to True, and then saving your changes.

To read about more recent additions to TRAVERSE, check out the TRAVERSE Build History page.

OSAS Tip: Roll with the Shipping Changes

Andrea White - Thursday, May 11, 2017
The Change Tracking Number function in Sales Order gives you the option to change tracking numbers after orders have been posted through the system. Enable this functionality in the Resource Manager Options and Interfaces screen for Sales Order.

To read about more recent additions to OSAS, check out the OSAS Build History page.

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