Accpac User Tutorials
Accpac (Sage 300 ERP) Tutorials,Tips and Tricks
Knowledge Center for Sage Accpac (Accpac is becoming Sage 300 ERP in 2012!)
Please select from our Sage Accpac ERP tutorials, tips and tricks videos to help better understand the functionality of your Sage Accpac ERP accounting software system.
Enhanced Drilldown from Operations Suite Modules
When you've got a customer on the phone placing an order, it's critical to have item information and availability at your fingertips. Sage Accpac (Sage 300 ERP) puts this information on your Order screen and enhanced drilldown gives you easy access to the details. In this tutorial, we'll show you a typical order entry scenario where these features will benefit you and your customers.
Duration: 3 minutes 38 seconds
Using Credit Controls to Reduce Risk
Selling to customers who are past-due or over their credit limit is a risk to your business. In this tutorial, we'll take a look at how Sage Accpac ERP's (Sage 300 ERP's) credit control features can help minimize the risk to your receivables.
Duration: 3 minutes 59 seconds
Customer Refunds
Nobody likes to give a refund, but if it's necessary, it should at least be easy to generate. In this tutorial, we show you how Sage Accpac ERP (Sage 300 ERP) facilitates customer refunds.
Duration: 2 minutes 8 seconds
A/R Inquiry
The Sage Accpac ERP Extended Enterprise Suite now includes the AR Inquiry module. AR Inquiry consolidates customer information from many areas within Sage Accpac putting valuable information at the fingertips of your staff. In this tutorial, we lead you on a tour of this module.
Duration: 6 minutes 13 seconds
Setting Up Multi-Currency
The Sage ERP Accpac (Sage 300 ERP) multi-currency 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 minutes 43 seconds
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 minutes 43 seconds
Sage Accpac Intelligence Dashboard Report
New in Sage Accpac ERP v5.6 is Sage Accpac Intelligence, a powerful reporting and analysis tool that extracts data from all of your key financial and operations modules. In this tutorial, we focus on how to run the included Dashboard Report.
Duration: 8 minutes 56 seconds
Scheduling Recurring Transactions and Reminders
In Sage Accpac ERP (Sage 300 ERP), you can automate reminders and processing of your recurring transactions using the Scheduling and Recurring Transactions features. In this tutorial, wel walk you through an example where we setup this feature for our monthly office rent payment.
Duration: 4 minutes 51 seconds
Use the Macro Recorder to Automate Tasks
Reduce multi-step procedures such as Day End Processing, running reports, or financial statements, among others, to a single mouse-click using the built-in macro recorder. In this tutorial, we'll show you how to automate the running of a financial statement.
Duration: 3 minutes 21 seconds
Use Payment Codes for Vendor Invoice Payments by Credit Card
Sage Accpac ERP includes a payment code feature in Accounts Payable that has multiple uses and benefits. In this tutorial, we'll show just one use of this feature that facilitates credit card payments for invoices from your vendors in Accounts Payable.
Duration: 6 minutes 49 seconds
Kitting Items
The Kitting feature in Sage Accpac ERP allows you to assemble a collection of items and sell them through Order Entry as a single master item. This can be an Order Entry time-saver when you're selling promotional bundles. In this tutorial, we show you how to create and use kits.
Duration: 6 minutes 55 seconds
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 (Sage 300 ERP) system. In this tutorial, we take a look at how to use this feature.
Duration: 6 minutes 40 seconds
Year-End Procedures
Closing the year in Sage Accpac ERP is a rather painless exercise. In this tutorial, we’ll review the major year-end tasks and walk you through the process.
Duration: 5 minutes 59 seconds
Drilling Down from Financial Statements
In this tutorial, you'll learn how to drill down from your financial statements to see the underlying transactions.
Duration: 2 minutes 20 seconds
Shortcut Keys to Most-Used Functions in Sage Accpac ERP
In this tutorial, we’ll show you some shortcut keys in Sage Accpac ERP that can make your job easier and more productive.
Duration: 4 minutes 34 seconds
Controlling Period Posting
Posting transactions to the wrong period is especially problematic near the end of a fiscal year or period. In this tutorial, we show how you can use features in the Fiscal Calendar and Company Profile to control postings to your subledgers and G/L at...
Duration: 5 minutes 51 seconds
Clean-Up AR & AP Using the Apply Document Feature
Unapplied transactions often occur when customer payments don’t match their invoices and when companies follow a deposit now, match later approach to receipts. This can lead to a mess of unapplied transactions. In this tutorial, we show you how to use...
Duration: 6 minutes 27 seconds
General Ledger Rollups
The GL Roll up feature in Sage Accpac ERP, was an enhancement introduced in version 5.5. Roll-ups allow you to consolidate account balances to provide a summary balance. In this tutorial, we show you how to setup account roll-ups and we look at some...
Duration: 5 minutes 26 seconds
Customize the Info that Flows to your Sage Accpac ERP General Ledger
Sage Accpac ERP allows you to customize the information that flows from your sub-modules to your general ledger. In this tutorial, we’ll show how you can do this in your system.
Duration: 5 minutes 20 seconds
Write Quick Checks Using Miscellaneous Payments Feature
The Miscellaneous Payments feature in Sage Accpac ERP provides a quick and easy method for writing checks outside of a normal check run. In this tutorial, we’ll show you how easy it is to use.
Duration: 3 minutes 9 seconds
Easily Import Your Budgets Into Sage Accpac ERP
Sage Accpac ERP provides tools that allow you to develop your GL account budgets inside or outside the system. In this tutorial, we’ll show you how an externally developed budget can be imported into Sage Accpac from an Excel spreadsheet.
Duration: 3 minutes 25 seconds
Email Invoices and other Documents Directly from Sage Accpac
Delivering your invoices and statements by email can save you time, money and may even get you paid faster. In this tutorial, we’ll show you how easy it is to setup and use this feature.
Duration: 4 minutes 37 seconds
Options for Printing, Exporting & Distributing Documents
Clicking the print button in Sage Accpac ERP not only allows you to print, but also provides you the ability to export
Duration: 3 minutes 16 seconds
Shortcut Folder in Sage Accpac ERP
In this tutorial, we’ll show you how to group shortcuts to the most used functions in Sage Accpac ERP. This minimizes the time to locate the most pertinent folders and functions, allowing you to be more efficient and productive.
Duration: 3 minutes 59 seconds
