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



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

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 20th, 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 Sage300, 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 17th, 2021 at 11:00am PST / 2:00pm EST