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UPGRADE NEW FEATURES

From

Intellisys Kenya Limited

To

Wuerth Kenya

Presented by;
Dickson Odongo ALlela

Intelisys Kenya Limited

Consultant ERP Division

dickson@intelisyssol.com

Wuerth Kenya Ltd

PROJECT NAME
Summary Upgrade Profile

Document Type ( Purpose)

EFFECTIVEDATE
07 03 2016 Sage end of Life upgrade
Request for
Upgrade schedule

Mr Elijah Irungu

Business Contact

Dickson Odongo Allela


DOCUMENT AUTHOR
+254729900958 dicksonallela@intelisyssol.com

Intellisys Kenya Limited

DOCUMENT STATUS
System Upgrade
CONFIDENTIALITYSTATEMENT

This document contains proprietary information. We ask that you do not release the
information contained within this document without the written consent of Intelisys Kenya.
Please provide the same level of security for the information contained within this document
as you would provide for your companys data.
Our Ref: INTELISYS \JWG\RFP\SOFC0\O000085\2016

Date: 05
May 2016

Office of the Finance Director

Wuerth Kenya

Dear Sir,

Kindly find the Sage 2015 upgrade, feature summary specifications.

It is our view that this upgrade be implemented as soon as possible this will ensure maximum productivity and
accuracy of the system. Kindly suggest Date and time for the proposed upgrade/ training.

We sincerely appreciate the opportunity to serve Wuerth Kenya Ltd. We are committed to providing you with the
highest quality of service and support available. Contact the undersigned for any f u r t h e r clarifications on this
document.

Yours truly,

For INTELLISYS KENYA


Dickson .
Odongo .Allela.
Dickson@intelisyssol.com Cell: +254729900958

New Features and Enhancements

System wide enhanced reporting Excel reporting is now integrated and embedded into the report designer and hence
the excel function can be deployed to every user and reports can be automatically distributed by means of emails.

Ability to export document to word (Invoices) local purchase orders etc. this will assist in editing documents for
Presentations.

Onion Report Pack, Detailed , budget analysis , Profit and loss, Profit and loss l , sales dashboard, cash low etc. ,excel
( Annual fees apply ) cubes and Pivot Reports included. Annual fees for onion report pack 250 USD

Complete compatibility with Microsoft office 365, Office 2013 Office 2010
Integration to Microsoft One Drive

New report designer 2015

More streamlined period close, with unobtrusive period block (ability to block and unblock a period).

Email integration send statements invoices purchase orders by email (password protect Documents.

Unattended automatic backups schedule (AUTOMATIC Backups).

Ability to mark accounts as active or inactive, allow us to clean up the debtors, creditors and nominal ledgers.

Transaction processing engine enhanced.

More enhanced user interface (fully customizable) introduction of filters for search and date selections.

Simplified month end, year end and VAT return tasks.

Excel improvements allow users to get financial information without spending hours manipulating the data.

Accurate report descriptions, previews, filters and action buttons.

Security enhancements button level

You can now archive your data at any time, not just when running the Year End routine. This means you can have a full
read only backup of your company data from a specific date that you can load at any time without affecting your live
data. This is particularly useful before big routines like clearing the audit trail.

Enhanced data maintenance this process has been improved to give more detail about the issues that are presented
and a history of recent data checks. You can even access the tools to help you fix the data without running a check
first. This saves you time and avoids having to run the check repeatedly.

Chart of Accounts. A new preview pane will allow you to see a mock-up of the layout of your Profit & Loss and Balance
Sheet while you are editing the Chart of Account.

SData allows for Remote access for Remote Users.

Quick Search the main ledgers now have a quick search box. Type in a word that you want to search for and click the
Quick Search button to get a list of matchs optional components

compatibility with windows 10 and the dot net framework platform


2015 ENHANCEMENTS
(Summary)

CUSTOME
R

Notes..