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Sage ERP Accpac Version 6 Videos

Getting Started | Sage ERP Accpac Inquiry | Fiscal Period Locking | Snapshots | SageCRM Integration

Getting Started

Sage ERP Accpac 6.0: Overview (4:53)

Learn about the major changes and key new features in Sage ERP Accpac 6.0.

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Portal Menus: Overview (2:43)

Use the menu bar in the Sage ERP Accpac Portal to find and open forms and reports.

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My Shortcuts: Overview (1:57)

Create and arrange shortcuts so that you can open your favorite forms and reports with a single click.

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Sage ERP Accpac Inquiry

Creating a Query (6:18)

Set up filters in Sage ERP Accpac Inquiry to extract only the information you need from General Ledger, Accounts Payable, and Accounts Receivable.

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Customizing Query Results (7:32)

After creating a query, customize the results and produce reports that you can export to CSV, XLS, or printable PDF format.

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Saving a Query (4:20)

After creating a query and customizing results, save your query so you can reuse or share it.

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Fiscal Period Locking

Preparing to Lock Fiscal Periods (5:23)

Learn how locking fiscal periods will affect information flow between Sage ERP Accpac programs.

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Locking Fiscal Periods (6:17)

Lock fiscal periods for individual Sage ERP Accpac programs to better control processing.

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Snapshots

Snapshots: Overview (3:22)

Add and arrange snapshots on your home page to see key information at a glance.

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Configuring Snapshots (6:25)

Set up snapshots so they display the information you need.

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SageCRM Integration

Entering Quotes and Orders in SageCRM (12:17)

Use SageCRM data entry screens to enter a quote, promote multiple quotes to a single order, and review current opportunity totals for quotes and orders.

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