Knowledge Center for Sage 300 (formerly Accpac)
Please select from our Sage 300 ERP (Accpac) tutorials, tips and tricks videos to help better understand the functionality of your Sage 300 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 300 ERP (Sage Accpac) 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 300 ERP’s (Accpac) credit control features can help minimize the risk to your receivables.
Duration: 3 minutes 59 seconds
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 300 ERP (Sage Accpac) facilitates customer refunds.
Duration: 2 minutes 8 seconds
The Sage 300 ERP (Accpac) 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 300 ERP (Accpac) 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 300 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 300 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 300 ERP (Accpac) Intelligence Dashboard Report
New in Sage 300 ERP v5.6 (Accpac) is Sage 300 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 300 ERP (Accpac), 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
The Kitting feature in Sage 300 ERP (Accpac) 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 300 ERP (Accpac) system. In this tutorial, we take a look at how to use this feature.
Duration: 6 minutes 40 seconds