Sage Accpac ERP Tutorials – Online Training – Sage Software Learning

Purchase Order Requisitions Workflow

Sage ERP Accpac (Sage 300 ERP) gives you a number of options for creating Purchase Orders. They can be entered directly, imported, created automatically by setting up reorder quantities, created from sales orders and finally, created from requisitions. In this tutorial, we focus on creating Purchase Orders from Requisitions and demonstrate the basic workflow.
Duration: 6 min 49 sec | Posted: February 1, 2012
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Drilling Down to General Ledger Source Transactions

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 subledger transactions is very powerful and in this tutorial, we take a look at this feature.
Duration: 4 min 20 sec | Posted: January 1, 2012
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Bills of Material

The Sage ERP Accpac (Sage 300 ERP) Bills of Material (BOM) 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 setup of a BOM, then we run through the assembly process to create the master item in our inventory system.
Duration: 9 min 56 sec | Posted: December 1, 2011
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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 | Posted: November 1, 2011
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Processing Miscellaneous Receipts in Accounts Receivable

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 | Posted: October 1, 2011
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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 | Posted: September 1, 2011
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Inventory Item Wizard

Setting up new items in your inventory system can be a laborious task. Fortunately, Sage ERP Accpac streamlines this process with an Item Wizard that walks you through the process. In this tutorial, we take a look at how easy it is to add an item using the Wizard.
Duration: 7 min 27 sec | Posted: August 1, 2011
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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 | Posted: July 1, 2011
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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 | Posted: June 1, 2011
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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.
Duration: 6 min 40 sec | Posted: May 2, 2011
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Inventory Quantities, Costs & Day End Processing

The Sage ERP Accpac inventory system provides your inventory managers and users with live, real-time itme quantities. But equally important, it provides your accounting department with accurate inventory balances and proper GAAP based costs. It's 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.
Duration: 9 min 22 sec | Posted: April 1, 2011
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Purchase Orders 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.
Duration: 10 min 12 sec | Posted: March 1, 2011
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Version 6.0 Portal Interface

New in Sage ERP Accpac version 6.0 is the Portal interface. The portal is designed to help you be more productive and keep you on top of your business’ key performance metrics. In this tutorial, we give you a brief introduction to the Portal and we show you how to setup some shortcuts to areas of Sage ERP Accpac where you typically do your work.
Duration: 6 min 0 sec | Posted: January 31, 2011
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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 | Posted: January 3, 2011
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Transferring Funds Between Bank Accounts

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 | Posted: December 1, 2010
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Accounts Receivable 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 | Posted: November 1, 2010
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Creating General Ledger Accounts

Sage 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 Accpac.
Duration: 5 min 31 sec
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Scheduling Recurring Transactions & Reminders

In Sage 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
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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 Accpac ERP 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
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Build Contracts Using Existing Contracts as Templates in Project & Job Costing

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

Sage Accpac ERP allows you to track and manage your company’s expenditures and capital investments, even if you don’t use the Sage Accpac Inventory module. In this tutorial, we show you how to do this using Sage Accpac Purchase Orders, and again, Inventory Control is not required for the method we demonstrate.
Duration: 8 min 21 sec
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Open and Work with Multiple Orders Simultaneously in Sage Accpac ERP

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 Accpac ERP 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
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Building a New Report Using Sage Accpac Intelligence

Starting with version 5.6, Sage Accpac ERP includes Sage Accpac Intelligence, an Excel-based Business Intelligence reporting and analysis tool. It comes standard with a number of reports, and with the included Report Manager license, allows you to build new reports from your Sage Accpac data. In this tutorial, we show you how to build an inventory report, but the concepts can be used to build reports from your other Sage Accpac modules as well.
Duration: 6 min 38 sec
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Bank Reconciliation in Sage Accpac ERP v5.6

The Sage Accpac ERP bank reconciliation module received significant enhancements in version 5.6. In this tutorial, we walk you through an example reconciliation and point out some of the new features along the way.
Duration: 6 min 38 sec
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Help and Documentation Resources in Sage Accpac ERP v5.6

In Sage Accpac ERP v5.6, you’ll notice some changes to the product documentation. Most significantly, you’ll find a beefed-up Help system that now takes the place of module-specific pdf manuals. In this tutorial, we show you how to access and most effectively use the Help resources.
Duration: 5 min 53 sec
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Sage Accpac Intelligence Dashboard Report

New in Sage Accpac ERP v5.6 is Sage Accpac Intelligence, a powerful reporting and analysis tool that works with all of your key financial and operations modules. Sage Accpac Intelligence comes with a number of report templates and in this tutorial, we focus on how to run the included Dashboard Report.
Duration: 8 min 56 sec
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Optimize Your Use of the Finder in Sage Accpac

The finder in Sage Accpac ERP is used on data entry screens to lookup and select information such as account numbers, customers, vendors, items, orders and transactions. In this tutorial, we show you features of the finder, including some functions that you can customize to fit the way you work. Even long-time users of Sage Accpac may learn a thing or two.
Duration: 5 min 48 sec
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Create Shortcuts to Functions You Use Most in Sage Accpac ERP

Most Sage Accpac users have very focused responsibilities that are limited to specific accounting functions. If this describes your use of Sage Accpac, then wouldn’t it be great if you could access your specific functions without having to navigate through menus and icons? Well you can and in this tutorial, we show you how to create your own set of shortcuts in Sage Accpac ERP.
Duration: 3 min 59 sec
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Using Purchase Orders for Non-Inventory Items

Your company can benefit from using a PO system, whether or not you manage inventory. In this tutorial, we show how to use the Sage Accpac PO system to manage the purchase of ad hoc items and services that are not maintained in an inventory system such as office supplies, professional services, and repairs and maintenance. You can use these methods with or without the Sage Accpac Inventory module.
Duration: 8 min 0 sec
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Control Period Posting in Your GL and Subledgers

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 incorrect periods in your subledgers and G/L.
Duration: 5 min 51 sec
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Setting Up & Using Kitting Items

The Kitting Item feature in Sage Accpac allows you to assemble a collection of items and sell them through Order Entry as a single master item. This can be a great time-saver for your order takers when you're selling promotional bundles. In this tutorial, we show you how to setup and use kits.
Duration: 6 min 55 sec
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Submit Your Sage Accpac Feature Ideas Using Ideascope

The developers of Sage Accpac ERP are following a Customer Connected approach to product development where new features and enhancements are based on what they hear from customers like you. To gain your input, they have implemented a web portal called Ideascope. In this tutorial, we show how to access Ideascope and submit your own ideas for Sage Accpac.
Duration: 4 min 28 sec
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AR Inquiry Gives You Quick Access to All Customer Details

The Sage Accpac ERP Extended Enterprise Suite now includes the formerly optional AR Inquiry module. AR Inquiry consolidates customer information from many areas within Sage Accpac putting valuable information at your fingertips. In this tutorial, we take you on a tour of this powerful module.
Duration: 6 min 13 sec
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Streamline Data Entry with OE & PO Templates

Sage Accpac ERP allows you to use templates to speed up and simplify entry of orders, requisitions and POs. In this tutorial, we show you how to setup and use templates.
Duration: 6 min 35 sec
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Use Apply Documents to Clean-Up Unapplied AR & AP Transactions

Unapplied transactions often occur when customer payments don’t match their invoices and when businesses follow a deposit now, match later method to receipts. This often results in a mess of unapplied transactions. In this tutorial, we show you how to use the Apply Document feature in Sage Accpac ERP to cleanup unmatched transactions.
Duration: 6 min 27 sec
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Use General Ledger Rollup to Consolidate Account Balances

The General Ledger 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 GL account roll-ups and we look at some examples.
Duration: 5 min 26 sec
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Customize Information that Flows from Subledgers to your General Ledger

Sage Accpac ERP allows you to customize the information that flows from your subledgers to your general ledger. In this tutorial, we’ll show how to customize this in your system.
Duration: 5 min 20 sec
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Issuing Customer Refunds is Easy in Sage Accpac

We're often asked how to generate a customer refund, so in this tutorial, we show you how easy it is to do in Sage Accpac ERP.
Duration: 2 min 8 sec
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Year-End Closing Procedures

Closing the year in Sage Accpac ERP is a rather painless process. In this tutorial, we review the major year-end tasks and lead you through the steps.
Duration: 5 min 59 sec
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Use Miscellaneous Payments Feature to Write Quick Checks

Writing a check outside of a normal check run is quick and easy when you use the miscellaneous payments feature in Sage Accpac ERP. In this tutorial, we show you how it works.
Duration: 3 min 9 sec
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Manufacturer's Item Number

The Inventory Control module in Sage Accpac ERP includes a Manufacturer’s Item number feature that can speed up your data entry. This feature allows you to specify as many alternative codes or numbers for your inventory items as you need. In this tutorial, we show you three example uses for this important feature.
Duration: 5 min 10 sec
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Use Payment Codes to Facilitate Payment of Vendor Invoices by Credit Card

The Accounts Payable module in Sage Accpac ERP includes a payment code feature that has multiple uses and benefits. In this tutorial, we show an example of how to use payment codes to facilitate credit card payments for invoices from your vendors in Accounts Payable.
Duration: 6 min 49 sec
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View Key Indicators on your Analytical Dashboard

Sage Accpac ERP includes an analytical dashboard that displays key performance indicators (KPIs)for your business. Importantly, these indicators can alert you to trends and issues that may require your attention. In this tutorial, we provide a walk-through of the KPI's presented on the dashboard.
Duration: 4 min 8 sec
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AR Customer Number Change

The AR Customer Number Change, formerly an optional module, is now included in Sage Accpac ERP. The module allows you to change customer numbers, combine customers into one account and easily create a new customer based on an existing AR customer account. In this tutorial, we show you how to use it to combine two customers into a single account which may be necessary following an acquisition or merger.
Duration: 3 min 55 sec
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Use Distribution Codes and Sets to Speed Up Data Entry in AP

Sage Accpac ERP provides Distribution Codes and Sets to help speed up your data entry in Accounts Payable. In this tutorial, we show you how they are used and how to set them up.
Duration: 4 min 45 sec
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Enhanced Drilldown from Operations Modules

When you’ve got a customer on the phone, its critical to have item availability at your fingertips. Sage Accpac ERP puts this information on your Order screen and enhanced drilldown gives you easy access to the details. In this tutorial, we show you a typical order entry scenario where these features will benefit you and your customers.
Duration: 3 min 38 sec
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Drill Down from Financial Statements

In this tutorial, you'll learn how to drill down from your financial statements to see the underlying transactions in Sage Accpac ERP.
Duration: 2 min 20 sec
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Importing Budgets into Sage Accpac

Sage Accpac ERP provides tools that allow you to develop your General Ledger account budgets inside or outside the program. In this tutorial, we show you how an externally developed budget can be imported into Sage Accpac from a spreadsheet.
Duration: 3 min 25 sec
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Emailing Invoices and other Documents

Sending invoices and statements by email can save you time, money and may even get you paid quicker. In this tutorial, we show you how easy it is to setup and use this feature.
Duration: 4 min 37 sec
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Use Credit Controls in AR and OE to Reduce Risk

Selling to customers who are over their credit limit or past-due is a risk to your business. In this tutorial, we take a look at how credit control features in Sage Accpac ERP can be used to minimize the risk to your receivables.
Duration: 3 min 59 sec
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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 option to export your forms, documents and reports in a number of formats and email them as well.
Duration: 3 min 16 sec
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Create Purchase Orders from Sales Orders

In this tutorial, we show you how Sage Accpac ERP can speed up your order processing by automatically creating Purchase Orders from your Sales Orders.
Duration: 4 min 11 sec
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Use Shortcut Keys to Speed Up Data Entry

In this tutorial, we show you some shortcut keys in Sage Accpac ERP that can make your job easier and more productive.
Duration: 4 min 34 sec
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Use the Macro Recorder to Automate Repetitive Tasks

Reduce multi-step, repetitive tasks such as day end processing and running financial statements and reports, for example, to a single mouse-click using the built-in macro recorder. In this tutorial, we demonstrate how to automate running a financial statement.
Duration: 3 min 21 sec
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