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, […]

In a time of great uncertainty and worry, flexibility and organization are key to keeping your business running smoothly. However, that can be difficult right now in the home healthcare industry, when many patients may cancel appointments to reduce risk to themselves or their families. The current health crisis has disrupted nearly every part of […]

Choosing a home health care software system can be challenging. Home health care agencies often face complex billing situations, for example, which require an accounting system that can handle multiple services in one bill, time tracking entered from offsite, and hourly billing. Add to this medical insurance billing codes and other unique aspects of a […]

The need for speed has never been greater. Sage 300 can help. Customers compare your delivery time with the companies they know. With Amazon talking about using drones to drop orders onto customers’ porches and the quest to have a warehouse close to almost every customer, they’ve upped the ante in the speed game. Even […]