Sage 300 (Accpac) Training Tutorials

Welcome to our Sage 300 (formerly known as Sage Accpac) tutorial video library. Here you’ll find online video training tutorials for Sage 300 that offer tips and tricks for features and functions in your Bank Services, General Ledger, Accounts Receivable, Accounts Payable, Inventory Control, Order Entry, Purchase Order, Project & Job Costing and Payroll modules. We add new videos every month, so check back often. We also encourage you to visit our Sage CRM tutorial video library and our new library of Add-On Product videos for Sage 300 (Accpac) and SageCRM

Importing Mass Updates into Number Changers in Sage 300 (Accpac)

Sage 300 (Accpac) provides utilities that allow you to change the account numbers in your General Ledger, Customer numbers in Accounts Receivable, Vendor Numbers in Accounts Payable and Item Numbers in Inventory. The Number Change utilities are easy to use whether you’re updating a single record or making mass updates. For mass updates, it’s more efficient to import your changes from a spreadsheet and in this tutorial we show you how.

Sage Business Intelligence Report Designer

Sage Business Intelligence is now included with Sage 300 (Accpac) and offers several optional components including the Report Designer. The Report Designer is an Excel-based extension that allows you to generate financial statements in seconds. Further, you can edit or create financial report layouts using simple drag and drop functionality. In this tutorial, we provide an introduction to the Report Designer, so that you’ll be able to access it, run reports and understand its editing capabilities.

1099 & CPRS Reporting in Sage 300 (Accpac)

Accounts Payable in Sage 300 (Accpac) can maintain 1099 and Contract Payment Reporting System (CPRS) information for vendors subject to these US and Canadian reporting requirements. In this tutorial, we walk you through the setup of Accounts Payable for 1099 and CPRS reporting, and show you how to process transactions for vendors that fall under these requirements and finally how to generate the 1099 and CPRS reports.

Accounts Receivable Customer Comments in Sage 300 (Accpac)

Sage 300 (Accpac) allows you to enter comments on a customer’s record and schedule follow-ups. There are many uses, including scheduling and documenting of collection calls and reminders for service agreement and warranty renewals. In this tutorial, we show you how to setup and use the Comments feature and importantly, how to run queries to identify when follow-ups are due.

Purchase Order Requisition Workflow

Sage 300 (Accpac) 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.

Drilling Down to General Ledger Source Transactions

Researching the source of General Ledger account balances in your Sage 300 (Accpac) Chart of Accounts is made easy by the access it provides to the underlying source information. Your ability to drill-down to the originating subledger transactions is very powerful and in this tutorial, we take a look at this feature.

Bills of Material in Sage 300 (Accpac)

The Sage 300 (Accpac) 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.

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.