Did you ever wish that Sage 300 could do just a little bit more? Have a few more helpful functions? There are four 3rd Party products that integrate so tightly within Sage, they work seamlessly with your program. Are you tired of printing checks? Wouldn’t it be helpful to attach physical document copies to each transaction? What about Fixed Assets? Do you want some help with calculating depreciation and tracking asset value? Want enhanced internal security? Do you have staff that are assigned to specific inventory locations? This is a jam packed session full of great ideas for you!
Everyone wants to become more efficient, and we are going to examine how we can make your Sage data entry screens and your desktop streamlined to the way you work. Make your Sage desktop work for you and the way you like to do things!
We will focus on Inventory this summer and our first session of the season will be counting inventory. Everybody dreads counting inventory!! Please join us as we review this procedure in Sage300 and show you how to make it as painless as possible… From preparing for the count, to entering the quantities and costs in Sage300 and posting variances – we’ll review all the best ways to make this event run a lot more smoothly for you!
Let’s face it, who doesn’t need some shortcuts to get things done faster & more effectively? We will be picking on the Inventory module again this summer to show you some tips to get the most out of your program and your time! From printing reports, to data entry, to revealing some functions you probably didn’t know inventory had…. Join us for this one!
Wednesday, August 18, 2021 at 11:00am PST / 2:00pm EST
As we leave summer behind and start in on the fall season, it is almost like a new year. So, let’s get organized and clean up our data for a fresh start! We will review the 4 change utilities that Sage has available – GL Account Code Change, AP Vendor Number Change, AR Customer Number Change, and IC Item Number Change. Get rid of duplicates, rename accounts and change whatever you need to change in order to streamline your data. We will give you a step by step demo of how to use these little programs and how to avoid the common pitfalls.
Wednesday, September 15, 2021 at 11:00am PST / 2:00pm EST
Sage 300 has powerful exporting capabilities. If you are just clicking on File / export and then OK – you are missing a ton of great features for filtering and analyzing your data! We are going to examine all the best ways to get data out of Sage 300 and also how mass update your records in Sage 300.
Wednesday, October 20, 2021 at 11:00am PST / 2:00pm EST
Bank Reconciliation for Credit Cards
Purchase Order Additional Cost
Improve Your GL Chart of Accounts
Equation Technologies
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Phone: 866.436.3530 • E-mail: info@equationtech.us
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