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

 

Monthly Webinar: Print boss features

Most of us recognize print boss as a way to simplify the emailing of invoices and check advices for direct deposit. Print Boss can do so much more! Join us in exploring the ‘not so common’ features of Print Boss. This will include setting passwords on attached documents, pospay files, reprinting from archives, and more!

Session will be held on:

Wednesday, April 15, 2020 at 11:00am PST / 2:00pm EST

Monthly Webinar: Recurring transactions in the GL, AR & AP

Eliminate repetitive data entry with recurring transactions in Sage300! Join us as we examine the setup and processing of recurring entries in GL AR & AP. Learn how to setup schedules and reminders for your transactions as well as tips and tricks for processing. (Bonus – did you know you can also do recurring transactions in OE and PO? We’ll show you how!)

Session will be held on:

Wednesday - May 13, 2020 at 11:00am PST / 2:00pm EST

Monthly Webinar: Physical inventory count in Sage 300

Everybody (almost) 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!

Session will be held on:

Wednesday, June 17, 2020 at 11:00am PST / 2:00pm EST

Monthly Webinar: Sage 300 Exporting & Importing

Sage300 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 Sage300 and also how mass update your records in Sage300.

Session will be held on:

Wednesday, July 15, 2020 at 11:00am PST / 2:00pm EST

Monthly Webinar: How to use inventory location overrides

Do you have multiple inventory locations? Do you want to track the transactions separately from each of those locations? Sage has made it easy with Inventory Location Overrides. We will talk about this feature in detail, how to set it up, and how the transactions in IC, OE and PO, from different locations, will affect the GL.

Session will be held on:

Wednesday, August 12, 2020 at 11:00am PST / 2:00pm EST

Monthly Webinar: Customizing Sage 300 screens & desktop

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!

Session will be held on:

Wednesday, September 16, 2020 at 11:00am PST / 2:00pm EST

Monthly Webinar: Printing AR Customer Statements (and reprinting)

Printing and reprinting AR Customer Statements can sometimes be challenging. “There are no records in the specified range” and “Incomplete Statements Exist”. Find out how to avoid these pitfalls and how to get around them when they do happen! We’ll review the best practices for running statements and show you all the variations of displaying the information you want on each statement for your customers.

Session will be held on:

Wednesday, October 14, 2020 at 11:00am PST / 2:00pm EST

Monthly Webinar: Security in Sage 300

There are many different ways to address security in Sage 300 besides the User Authorizations function. Find out about Advanced Security features, hiding companies on the drop-down list, user profiles, and more! Security can be customized to meet your specific needs with just a little bit of ingenuity and creativity!

Session will be held on:

Wednesday, November 18, 2020 at 11:00am PST / 2:00pm EST

Monthly Webinar: Year End Processing with Sage 300

Let us help you make year end 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 16, 2020 at 11:00am PST / 2:00pm EST