Introduction to the Sage Business Intelligence Report Designer

Sage Business Intelligence is now included with Sage 300 ERP and offers several optional components including the Report Designer. The Report Designer is an Excel-based extension that allows you to generate financial statements in seconds and edit or create financial report layouts using simple drag and drop functionality. In this tutorial, we provide an introduction to the Report Designer, so that you’ll be able to access it, run reports and understand its editing capabilities.

Duration : 12 min 39 sec

1099 and CPRS Reporting

Accounts Payable in Sage 300 ERP can maintain 1099 and Contract Payment Reporting System information for vendors subject to these US and Canadian reporting requirements. In this tutorial, we examine how to setup Accounts Payable for 1099 and CPRS reporting, how to process transactions for vendors that fall under these requirements and finally how to generate the 1099 and CPRS reports.

Duration : 11 min 32 sec

Customer Comments

In Sage ERP Accpac, you’re able to enter comments on a customer’s record as well as schedule follow ups. The uses are many including scheduling and documenting of collection calls or reminders for service agreement and warranty renewals. In this tutorial, we’ll show you how to setup and use the Comments feature.

Duration : 7 min 34 sec

Purchase Order Requisitions

Sage ERP Accpac gives you a number of options for creating Purchase Orders. You can enter them directly, import them, create them automatically by setting up reorder quantities, create them from sales orders and finally, create them from requisitions. In this tutorial, we focus on creating them from requisitions and demonstrate the basic requisition workflow.

Duration : 6 min 49 sec

General Ledger Drilldown

Researching the source of General Ledger account balances in your Sage ERP Accpac (Sage 300 ERP) Chart of Accounts is made easy by the access it provides to the underlying source information. Your ability to drilldown to the originating transactions is very powerful and in this tutorial, we take a look at this feature.

Duration : 4 min 20 sec

Bills of Material

The Sage ERP Accpac Bills of Material feature allows you to assemble a master item from component parts. When an assembly is built, the component parts are removed from stock, the master item is added to stock and inventory costs are updated accordingly. In this tutorial, we walk you through the setup of a Bill of Materials then we run through the Assembly process to create the Master Item in our inventory system.

Duration : 9 min 56 sec

Bank Transaction Inquiry

The Bank Services module in Sage ERP Accpac includes a Transaction History Inquiry that allows you to lookup cash transactions and drill back to source documents. In this tutorial, we take a look at some examples of how it can be used.

Duration : 5 min 10 sec

Miscellaneous Receipts

There are times when you’ll receive payments that are not part of your regular accounts receivable billing process. These funds might come to you from a refund, a commission payment, or just some earned income that is not part of your everyday business. In this tutorial we process a transaction for one such scenario.

Duration : 5 min 55 sec

Exporting Data to Excel

One of the most common questions from Sage ERP Accpac users is how to export data into Microsoft Excel. So in this tutorial, we show you several methods that you can use.

Duration : 9 min 22 sec

Optional Fields

The Transaction Analysis and Optional Field Creator is a module that supplements the core Sage ERP Accpac accounting system.  It enables you to attach additional fields of information to master records, and to transaction header and detail lines. In this tutorial, we focus on how to set up optional fields, and how to attach them to master records and transactions.

Duration : 9 min 57 sec

Portal Inquiry Tool

The Sage ERP Accpac portal, introduced in version 6.0, includes an Inquiry tool that you can use to easily retrieve information and create and save ad-hoc reports. In this tutorial, we take a look at how it works.

Duration : 6 min 43 sec

Submodule Period Locking

Beginning with version 6.0, you can lock fiscal periods separately for each of the subledger modules in your Sage ERP Accpac system.  In this tutorial, we take a look at how to use this feature.

Inventory Quantities, Costs & Day End Processing

The Sage ERP Accpac inventory system provides your inventory managers and users with live, real-time quantities to properly and accurately perform their duties. But equally important, it provides your accounting department with accurate inventory balances and proper GAAP based costs. It is important however, to understand the behavior of inventory costs in a batch-based accounting system such as Sage ERP Accpac.  So in this tutorial, we demonstrate the real-time behavior of quantities in the inventory system and importantly, how the Day End Process affects valuations in inventory and the general ledger.

PO Invoicing Flexibility

There are times when vendors don’t follow straight forward invoicing procedures which can be challenging for your Accounts Payable department.  In this tutorial we demonstrate how flexibility of the Sage ERP Accpac PO system allows you to process some offbeat vendor invoicing scenarios.

Setting Up Multicurrency

The Sage ERP Accpac multicurrency module allows you to capitalize on the global economy, giving you the power to expand your business beyond your country’s borders. Before you setup a multicurrency database in Sage ERP Accpac, it’s important that you understand the options available to you and how they’ll affect processing of transactions.  In this tutorial, we walk you through the steps and options.

Duration : 9 min 43 sec

Bank Transfers

There are several ways that you can transfer money between your bank accounts and it’s important that these transactions be recorded correctly in your accounting system.  In this tutorial, we walk through three example transfers to show you how it’s done in Sage ERP Accpac.

Duration : 8 min 27 sec

A/R Write Off Methods

Over time, most companies will find on their open receivables list a number of uncollectible accounts, short-pays and adjustments that need to be made.  In this tutorial, we show you three methods for cleaning up these open receivables.  The one you use will be based on the circumstances of the write-off or adjustment.

Duration : 7 min 33 sec

Creating General Ledger Accounts

Sage ERP Accpac allows you to segment your financial data by parameters that you define. So for example, you might segment your chart of accounts by department, division, and location. As time goes on, you may need to add new divisions, locations, and departments and accordingly, you’ll need to create new accounts for them in your General Ledger. In this tutorial, we show you how easy it is to add these new accounts to your Chart of Accounts in Sage ERP Accpac.

Duration: 5 min 31 sec

Scheduling Recurring Transactions & Reminders

In Sage ERP Accpac, you can automate processing of your recurring transactions and setup reminders that pop-up when you login. In this tutorial, we lead you through setup of the transaction scheduling and reminders feature for a monthly office rent payment.

Duration: 4 min 51 sec

Use Templates to Easily Enter New Employees In Payroll

Adding a new employee to your payroll system usually involves entering numerous earnings, deductions and other information. The template feature in Sage ERP Accpac Payroll makes this an easy task by letting you copy the settings from a current employee to a new one. In this tutorial, we demonstrate how to use this feature. Note that this tutorial applies to both the US and Canadian Payroll.

Duration: 3 min 29 sec

Build Contracts Using Existing Contracts as Templates in Project & Job Costing

Companies that use Sage ERP Accpac Project and Job Costing typically work on jobs of similar scope for the same or different clients. Accordingly, it would be a great time-saver if previous contracts could be used as templates for new ones. In fact, Project and Job Costing does allow this and in this tutorial, we show you how it's done using the Contract Wizard.

Duration: 7 min 27 sec

Open and Work with Multiple Orders Simultaneously in Sage ERP Accpac

Customer service reps and order-takers often work with multiple customers at the same time. Accordingly, the ability to have multiple orders or customer records open simultaneously would be a great benefit to these employees. This feature is available in Sage ERP Accpac and in this tutorial, we show you how to enable and work with multiple instances of a data entry screen.

Duration: 2 min 52 sec

Using Purchase Orders without Inventory to Manage Expenditures in Sage ERP Accpac

Sage ERP Accpac allows you to track and manage your company’s expenditures and capital investments, even if you don’t use the Sage ERP Accpac Inventory module. In this tutorial, we show you how to do this using Sage ERP Accpac Purchase Orders, and again, Inventory Control is not required for the method we demonstrate.

Duration: 8 min 21 sec