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

 

MONTHLY WEBINAR: SETTING UP SALES TAX

Taxes are inescapable in our business world today.  We are going to examine and demonstrate how to setup tax services within Sage 300 and how those tax calculations work.  We’ll also review the newest and latest features the Sage has released for the Tax Services module and introduce you to other sales tax products that can help make things simpler for you.

Session will be held on:

Wednesday, April 21, 2021 at 11:00am PST / 2:00pm EST

Expanding Sage 300

Did you ever wish that Sage 300 could do just a little bit more?  Have a few more helpful functions? There are four 3rd Party products that integrate so tightly within Sage, they work seamlessly with your program.  Are you tired of printing checks? Wouldn’t it be helpful to attach physical document copies to each transaction? What about Fixed Assets?  Do you want some help with calculating depreciation and tracking asset value?  Want enhanced internal security? Do you have staff that are assigned to specific inventory locations? This is a jam packed session full of great ideas for you!

Session will be held on:

Wednesday, May 19, 2021 at 11:00am PST / 2:00pm EST

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 and the way you like to do things!

Session will be held on:

Wednesday, June 16, 2021 at 11:00am PST / 2:00pm EST

Physical Inventory Counts in Sage 300

We will focus on Inventory this summer and our first session of the season will be counting inventory. Everybody 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, July 21, 2021 at 11:00am PST / 2:00pm EST

Inventory Control – Tips & Tricks

Let’s face it, who doesn’t need some shortcuts to get things done faster & more effectively? We will be picking on the Inventory module again this summer to show you some tips to get the most out of your program and your time! From printing reports, to data entry, to revealing some functions you probably didn’t know inventory had…. Join us for this one!

Session will be held on:

Wednesday, August 18, 2021 at 11:00am PST / 2:00pm EST

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Sage 300 Change Utilities

As we leave summer behind and start in on the fall season, it is almost like a new year. So, let’s get organized and clean up our data for a fresh start! We will review the 4 change utilities that Sage has available – GL Account Code Change, AP Vendor Number Change, AR Customer Number Change, and IC Item Number Change. Get rid of duplicates, rename accounts and change whatever you need to change in order to streamline your data. We will give you a step by step demo of how to use these little programs and how to avoid the common pitfalls.

Session will be held on:

Wednesday, September 15, 2021 at 11:00am PST / 2:00pm EST

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