In this tutorial, we will review how to update the 1099 amounts for a vendor. For this scenario, let’s say that after reviewing the 1099 vendor report, we noticed that the amount and code for a certain vendor is incorrect. This can happen if an invoice is keyed incorrectly when originally entered. Thus, we need […]

In this tutorial, we review how to use periodic processing in Accounts Receivable to write off transactions, such as short pays or overdue balances. For our example we will look to write off balances on all customers at 5% of the original balance 180 overdue. Sage 300 Accounts Receivable Start by navigating to the Accounts […]

Mindover Software has implemented and supported companies using Sage 300 for many years, including when it was known as Sage Accpac. Our consultants are experts in training and providing custom solutions for Sage 300. In fact, we offer a library of Sage 300 tips and tricks to help our customers use the software more effectively. […]

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 […]

For various reasons it may become necessary to void a check or several. This can be achieved by making use a very simple process in Sage 300. In this example, we will work through the steps to void one or multiple checks. Sage 300 General Ledger Start Sage 300 and navigate to Common Services à […]

There are times when it is necessary to reprint a customer statement for a period that has already been printed. This is easy to do with a little-known feature in the Accounts Receivable module. In this example, we will work through the steps on how to reprint a customer statement in Sage 300. Sage 300 […]

In this tutorial, we are going to review how to use provisional posting to test the effects of changes on the general ledger before posting actual amounts permanently. This is particularly useful when needing to make month- or year-end adjustments, yet first wanting to make sure you have entered all transactions needed before posting. For […]

For various reasons it may become necessary to control what transactions can post to an account. This can be achieved by making a general ledger account a control account. In this example, we will work through the steps to create a general ledger control account in Sage 300. Sage 300 General Ledger Start Sage 300 […]

Sage document management can help you shift to a truly paperless office. Impossible, you say? Well, paper will always be around an office. After all, we still have pens and pencils even though most of us write business documents on the computer. Many companies have wanted for a long time to go to a paperless […]

Business process automation, or the automation of common business processes and tasks to save time, has helped many businesses improve efficiency. One area where automation can really help is in the area of a paperless audit. As the name suggests, a paperless audit is a business audit using electronic documents rather than paper-based receipts. Retailers, […]