Sage Accpac ERP Tutorials – Online Training – Sage Software Learning

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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