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

 

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

Web Screens in Sage 300
Web screens have been out for a while now, and have you seen them? Join us to view Sage’s web screens, see how they work and how you may be able to make use of them in your world.

Session will be held on:

Wednesday, August 17, 2022 at 11:00am PST / 2:00pm EST

Sage Data & Analytics

SDA is a BI tool that can help you analyze and understand the data behind your company transactions. We’ll take an up-close look at this fully integrated solution for dashboards, KPI’s, and information that can help you make confident business decisions based on data and facts.

Session will be held on:

Wednesday, September 14, 2022 at 11:00am PST / 2:00pm EST

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Tools for Collecting Accounts Receivables

Sage has a number of tools to help prevent customer accounts from going into arrears. We’ll examine those and then look at how Sage can help us collect when accounts go bad.

Session will be held on:

Wednesday, October 22, 2022 at 11:00am PST / 2:00pm EST

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Optional Fields

Optional fields allow you to add custom data to your lists or transactions in Sage 300. We’ll show you how to setup and use optional fields and how they can stick with your data from one module to the next. We’ll also show you how Orchid’s Extender product can increase the functionality of your optional fields like they were on steroids!

Session will be held on:

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

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Year End Q&A Session

This is our annual year-end session where we show you how to 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 14th, 2022 at 11:00am PST / 2:00pm EST

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

 

PrintBoss Features

How to Create an SI Report Part 1

How to Create an SI Report Part 2

Expanding Sage 300

Making Adjustments and Corrections in 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