Sage Solutions

Web Based Training & Seminars

Monthly Webinar: How to reconcile GL subledger accounts
Year end processing is completed. Now it's time to look into the subledger accounts. Do you need help reconciling your Accounts Payable or Accounts Receivable Aging to the General Ledger? You are in luck if you do because we will be hosting a webinar to review how to reconcile your subledger accounts to the General Ledger. We will also discuss how to troubleshoot to find the causes on why the accounts don't agree.

Session will be held on:

Wednesday, January 17, 2018 at 11:00am PST / 2:00pm EST

Monthly Webinar: Learn About Sage CRM Marketing
Learn how to use Sage CRM Marketing campaign management to define activities required to deliver a successful marketing campaign. You will also learn how to link an Opportunity to a Marketing Campaign Activity and review the associated statistics with the Marketing Campaign Report.

Session will be held on:

Wednesday, February 14, 2018 at 11:00am PST / 2:00pm EST

Monthly Webinar: Customizing Screens & Visual Desktop Workflow
In this session we will show you how to create custom folders and copy the icons you use most often into this folder, open two different versions of the same process, using and customizing the Visual Process Flows and other helpful tips.

Session will be held on:

Wednesday, March 14, 2018 at 11:00am PST / 2:00pm EST

Monthly Webinar: Build Financial Statements with Sage Intelligence Designer
This month's webinar we will review Sage 300 Sage Intelligence and how to use it to review financial data. Sage Intelligence Reporting is Sage’s answer to your need for Business Intelligence (BI) reporting.

Session will be held on:

Wednesday, April 18, 2018 at 11:00am PST / 2:00pm EST

Monthly Webinar: Crystal Reports vs Sage Intelligence
This session is an introductory review to edit and create Sage Intelligence and Crystal Reports with Sage 300.

Session will be held on:

Wednesday, May 16, 2018 at 11:00am PST / 2:00pm EST

Monthly Webinar: Sage 300 Look-ups and Inquiries
Join us in this popular training session, where you'll learn new tips and tricks with the new 2018 release as well as previous versions. This session will include handouts and is designed to equip you with in-depth knowledge and know-how of Sage 300.

Session will be held on:

Wednesday, June 13, 2018 at 11:00am PST / 2:00pm EST

Monthly Webinar: Processing Credit Card Transactions
When paying your credit card bills in A/P are you accurately accounting for the various types of expenses such as travel, business meals, or other services? Join us in this session and we'll review the best practices to process and reconcile credit card transactions with Sage.

Session will be held on:

Wednesday, July 18, 2018 at 11:00am PST / 2:00pm EST

Monthly Webinar: Learn Bank Reconciliation Tips & Tricks
If you want to learn the tips and trick on how to reconcile bank statement more effectively in Sage 300 then this webinar is for you. We will cover the new bank features, specifically Bank Reconciliation.

Session will be held on:

Wednesday, August 15, 2018 at 11:00am PST / 2:00pm EST

Monthly Webinar: Sage CRM Dashboards
Learn how to create company dashboards for key accounts in Sage CRM and take advantage of new flexible gadget sizing.

Session will be held on:

Wednesday, September 19, 2018 at 11:00am PST / 2:00pm EST

Monthly Webinar: Data Importing & Exporting in Sage 300
In this webinar training session we will will focus on "how-to's" concerning importing and exporting data in Sage 300. Learn how to import transactions, lists and mass updates without editing the import files.

Session will be held on:

Wednesday, October 17, 2018 at 11:00am PST / 2:00pm EST

Monthly Webinar: Creating Advanced Sage Intelligence Reports
Learn how to modify existing Sage Intelligence reports or design new ones in Sage 300. We will also cover how existing reports can be modified, discover how Sage 300 reads and locates Sage Intelligence, locate data sources for these reports, and know which report fields should not be modified and more.

Session will be held on:

Wednesday, November 14, 2018 at 11:00am PST / 2:00pm EST

Monthly Webinar: Year End Processing with Sage 300
Get ready for the new fiscal year. This session will focus on "how-to's" concerning year end processing and to review year end closing procedures in Sage 300.

Session will be held on:

Wednesday, December 12, 2018 at 11:00am PST / 2:00pm EST