Sage 300 ERP (Accpac) Tutorials

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 secondsSage Accpac Tutorial

 

Using CreditControls 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 secondsSage Accpac Tutorial

 

 

 

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 300 ERP (Sage Accpac) facilitates customer refunds.
Duration: 2 minutes 8 seconds
Sage Accpac Tutorial

 

 

A/R Inquiry
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
Sage Accpac Tutorial

 

 

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
Sage Accpac Tutorial

 

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 secondsSage Accpac Tutorial

 

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 secondsSage Accpac Tutorial

 

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 secondsSage Accpac Tutorial

 

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 secondsSage Accpac Tutorial

 

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 secondsSage Accpac Tutorial

 

 

Kitting Items
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 secondsSage Accpac Tutorial

 

 

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 secondsSage Accpac Tutorial

 

 

 

Year-End Procedures
Closing the year in Sage 300 ERP (Accpac) 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 Sage Accpac Tutorial

 

 

 

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 secondsAccpac Tutorial

 

 

Shortcut Keys to Most-Used Functions in Sage 300 ERP (Accpac)
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 secondsAccpac Tutorial

 

 

 

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 Accpac Tutorial

 

 

 

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
Accpac Tutorials

 

 

 

General Ledger Rollups
The GL Roll up feature in Sage 300 ERP (Accpac), 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
Sage Accpac Tutorials

 

 

 

 

Customize the Info that Flows to your Sage 300 ERP (Accpac) General Ledger
Sage 300 ERP (Accpac) 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
Accpac Tutorials

 

 

Write Quick Checks Using Miscellaneous Payments Feature
The Miscellaneous Payments feature in Sage 300 ERP (Accpac) 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
Accpac Miscellaneous Payment Tutorials

 

 

 

Easily Import Your Budgets Into Sage 300  ERP (Accpac)
Sage 300  ERP (
Accpac) 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 300 (Accpac) from an Excel spreadsheet.

Duration: 3 minutes 25 seconds Accpac Tutorial

 

 

 

Email Invoices and other Documents Directly from Sage 300 (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 Accpac ERP Tutorial

 

Options for Printing, Exporting & Distributing Documents
Clicking the print button in Sage 300  ERP (Accpac) not only allows you to print, but also provides you the ability to export 

Duration: 3 minutes 16 seconds
Accpac Tutorial

 

Shortcut Folder in Sage 300 ERP (Accpac)


In this tutorial, we’ll show you how to group shortcuts to the most used functions in Sage  300 ERP (
Accpac).  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 Accpac Tutorial