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!
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!)
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!
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.
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.
Wednesday, August 12, 2020 at 11:00am PST / 2:00pm EST
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!
Wednesday, September 16, 2020 at 11:00am PST / 2:00pm EST
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.
Wednesday, October 14, 2020 at 11:00am PST / 2:00pm EST
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!
Wednesday, November 18, 2020 at 11:00am PST / 2:00pm EST
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.
Wednesday, December 16, 2020 at 11:00am PST / 2:00pm EST
Missed one of our monthly webinar sessions? Here are some recorded sessions from previous months:
Purchase Order Additional Costs
Sage Lookups & Inquires
Learn Bank Reconciliation Tips & Tricks
System Manager Advanced Features
General Ledger Advanced Features
Accounts Payable Advanced Features
Accounts Receivable Advanced Featuress
Advanced Sage Intelligence
Bank Reconciliation
Build Financial Statements with Sage Intelligence Designer
Introduction to Sage 300c Web Screens
Sage 300 Account Code Change
Sage Alerts & Workflow: Are you listening to your business?
Sage Intelligence Overview
Credit Card Processing in Sage 300-Paytelligence
Are you tired of recurring data entry?
Need help with Data Importing & Exporting?
How To Design Crystal Reports
How To Use Sage 300 Shortcuts
Equation Technologies
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Ph: 866.436.3530 • E-mail: info@equationtech.us
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