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GL Chart of Accounts

It is a brand-new year, and part of our New Year Resolutions might be to get organized!  Join us in our first training session of 2021 to see how you can improve your GL Chart of Accounts to make it more streamlined and effective.  We will review the options of different segment codes, how to change segment codes, and the use of different departments and closing accounts. Create income statements for each of your departments just by restructuring your chart of accounts! 

Session will be held on:

Wednesday, January 20, 2021 at 11:00am PST / 2:00pm EST

Bank Reconciliation for Credit Cards

Do you have company credit cards to deal with?  In this session, we will talk about the best way to setup your credit cards in Sage 300, for paying your vendors and then how to record the payment to your credit card bill as well!  And, we will show you how to reconcile the credit card account within Bank Services.  Let us help you get a handle on credit card charges & payments! 

Session will be held on:

Wednesday, February 17, 2021 at 11:00am PST / 2:00pm EST

PrintBoss Features

Did you miss this session last year?  Our most popular webinar of 2020 is coming back for a replay!  Most of us recognize print boss as a way to simplify the emailing of invoices and check advices for direct deposit.  PrintBoss can do so much more!  Join us in exploring the ‘not so common’ features of PrintBoss.  This will include setting passwords on attached documents, pospay files, reprinting from archives, and more! 

Session will be held on:

Wednesday, March 17, 2021 at 11:00am PST / 2:00pm EST


Taxes are inescapable in our business world today.  We are going to examine and demonstrate how to setup tax services within Sage 300 and how those tax calculations work.  We’ll also review the newest and latest features the Sage has released for the Tax Services module and introduce you to other sales tax products that can help make things simpler for you.

Session will be held on:

Wednesday, April 21, 2021 at 11:00am PST / 2:00pm EST