We’ll help you select the right software for your needs.

 

Sage 300 Year End Processing

Let us help you make yearend a simple and straight forward event.  We are going to cover the how and why’s of year end processing in GL, AR, AP, IC, OE, and PO.  Learn what to do and when to do it; and learn what steps and procedures you can eliminate to save time.

Session will be held on:

Wednesday, December 15, 2021 at 11:00am PST / 2:00pm EST

Making Adjustments & Corrections in Sage 300

Join us in our first session of the year to find out all of the different ways to make corrections and fix mistakes in Sage 300.  Let’s look at how to correct entries within Sage and leave a clear audit trail behind us!

Session will be held on:

Wednesday, January 19, 2022 at 11:00am PST / 2:00pm EST

Using Quotes Effectively in Order Entry

Most of us are familiar with the Order, Shipment, and Invoice process.  This session will introduce the prequel to order entry – the quote – and how to use it effectively in the sales and order process.

Session will be held on:

Wednesday, February 16, 2022 at 11:00am PST / 2:00pm EST

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How to Create an SI Report – Part 1

Hands-on workshop with step-by-step instructions in Sage Intelligence.  Build a custom report along with us as we show you the functions of SI.   Register early so we can connect with you and make sure you have everything you need to follow along!

Session will be held on:

Wednesday, March 16, 2022 at 11:00am PST / 2:00pm EST

How to Create an SI Report – Part 2

Part 2 of the Hands-on workshop started last month.  Finish building your custom report as we show you more of the features in Sage Intelligence.

Session will be held on:

Wednesday, April 13, 2022 at 11:00am PST / 2:00pm EST

Credit Card Processing – Paying Expenses with a CC

Let us show you the best way to configure Sage 300 to record your credit card transactions and reconcile your credit card statements!

Session will be held on:

Wednesday, May 18, 2022 at 11:00am PST / 2:00pm EST

Security in Sage 300

Security is all around us, and Sage is no exception.  Guards are up to protect our data and sensitive information.  Learn all the ins and outs of security in Sage 300 – there are many different ways to close and partially open doors!

Session will be held on:

Wednesday, June 15, 2022 at 11:00am PST / 2:00pm EST

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Bank Reconciliation Using Bank Feeds

Bank feeds is the latest feature to help us reconcile our banks more efficiently and effectively.  We will show you how bank feeds work and how they can help simplify the bank rec process.

Session will be held on:

Wednesday, July 20, 2022 at 11:00am PST / 2:00pm EST

 

 

                 

  Missed one of our monthly webinar sessions? Here are some recorded sessions from previous months:

 

PrintBoss Features

Expanding Sage 300

Clearing History in Sage 300

Exporting and Importing in Sage 300

Sage 300 Change Utilities

Inventory Control Physical Inventory Counts

Inventory Control Tips & Tricks

Setting Up Sales Tax 

Bank Reconciliation for Credit Cards

Purchase Order Additional Cost

Improve Your GL Chart of Accounts