In this tutorial, we are going to review the steps for creating a purchase order that will be for drop ship directly from the vendor to the customer. Technically, for accounting purposes in Sage, there is no difference between a regular shipment and a drop ship. The steps are the same: a purchase order (PO) […]

How do you know it’s time to upgrade to ERP accounting software from off-the-shelf accounting packages? Many small businesses rely on standard small business accounting software to handle their daily accounting needs. However, there comes a point where companies may outgrow their software. If you’re using QuickBooks, Freshbooks, or another accounting package, or still using […]

Does your company have digital business agility? What is digital business agility, and why is it important? Digital business agility refers to the ability to quickly adapt to changing circumstances, including adapting technology to changing circumstances. The global pandemic proved that companies who can shift and change to accommodate changing business patterns are better positioned […]

Choosing the right cloud accounting software can make every task so much easier. Take the aspect of cloud accounting software that’s often underestimated: the mobile app. Just as your favorite bank or credit union has a mobile app, making it easy to conduct transactions from your smartphone while you’re on the go, so too do […]

It may seem like a strange thing—how can you increase employee satisfaction through a digital transformation strategy? A digital transformation strategy refers to the shift of manual processes into automated, or digital ones. An overall digital transformation strategy includes both the software used to manage various business processes as well as the methods of working […]

Financial software can be used to generate the numbers that tell a story—a powerful story—the story of your company, industry, products, and future. It leverages data from your ERP to build powerful stories that help all stakeholders understand key message points. The Story Arc: Beginnings, Middles, and Ends All stories follow a simple story arc. […]

Although you might not think that an ERP business software solution can help your business handle its potential labor shortages, it can. Here’s how the time-saving features in an ERP software platform can save you time and enable your business to continue growing even during times of labor shortages. The Current Situation The United States […]

In this tutorial, we explore the steps to process a vendor refund in Sage 300. Let’s say that we purchased $2500 in equipment from a vendor, but the order had to be canceled by the vendor. The following steps are one way to handle processing the refund the vendor issued. Sage 300 Accounts Payable Start […]

Home healthcare technology includes accounting systems for your business, and it is this technology that, if leveraged correctly, can significantly improve your agency’s efficiency. Using cloud-based accounting platforms can help your patient care, billing, and payroll operate more effectively. Home Healthcare Technology—Cloud Based Systems First, when it comes to home healthcare technology, cloud-based accounting platforms […]

When you read articles on warehouse management tips, you’ll find plenty on how to arrange items for maximum productivity, pick/pack systems, helpful tips for ensuring thorough inventory, and other useful tips. But what about warehouse metrics? Of course, your company collects metrics on inventory, warehouse management, and shipping. But what if your company is making […]