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 […]

There are times when the General Ledger balance may be out of balance with Accounts Receivable. It is important to understand the reason this can happen. Here we will explore the most common reason this occurs. Sage 300 General Ledger and Accounts Receivable First, print the accounts receivable aged trial balance for the date range […]

Many times we find ourselves with a need to restrict access to a certain account or all accounts within a segment. In this example, we’ll look at how to restrict a user’s access to several payroll General Ledger (GL or G/L) accounts by using the General Ledger Security in Sage 300. Start Sage 300 and […]

Many times we find ourselves needing to “know” which modules are installed and in use for a particular company. This information lets us know if we should install any new product updates or need to activate a new module. In this example, we’ll show how to do this. Sage 300 System Information Login to Sage […]

Many times we find ourselves needing to “know” how many companies are set up and which system(s) databases are in use within Sage 300. This information lets us understand things like user security across companies. In this example, we’ll show how to get this information. Sage 300 Companies Setup Login to Sage 300 Database Setup. […]

We are continually asked if we can change what the accounts payable module sends to the General Ledger. The answer is yes. This tip covers where to go and select what you want to send to the General Ledger module. Click on Accounts Payable then A/P Setup then G/L Integrations. Sine we are addressing how […]

Many times we find ourselves needing to “test” transactions with our “real” data and not the Sage Sample Company. In this example, we’ll look at how to best set up a test company within Sage 300. Start the Sage 300 Database Setup application. (You would have had to already set up the SQL database), Enter […]