Category: Accounting Software
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Sage 300 Accounts Payable Vendor Refund
How do I process a refund from a vendor in Sage 300 Accounts Payable?
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6 Steps to a Successful Implementation of Business Management Software
There are many ways for a software implementation project to go wrong. Horror stories abound. Rather than focusing on what could go wrong, I want to talk about how to do things right. At Caron we do what we do because it is vitally important to the success of our clients. This is our Why,…
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Sage 300 Payroll Earnings and Deductions code
Hi William. I had to modify our company’s bonus code in Sage 300 Canadian Payroll. After I opened the code and clicked on the Employee’s tab I noticed that the T4/T4A Reporting field was set to Not Applicable. This setup does not seem correct to me. I am certain that earnings from a bonus should…
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Why would you want to reverse a reversed G/L Batch?
Hi William, I set up batch entries to “Auto Reverse”, posted the batch so that the auto-reversal occurs in the next period, however, I noticed that there is no physical entry that gets created during the “auto reversal” process. I made a mistake, I should not have selected auto reverse. Now I want to reverse…
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Sage 300 EFT Payroll
Question: An attendee in one of my Sage 300 classes encountered the following problem when trying to process EFT payroll using Sage 300 Payroll and Sage EFT payroll. After having set up payroll for EFT process, then calculating payroll and posting, when she tried to create the EFT file it said there is no data…
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Automated Notifications and Workflow Process
Sage Alerts & Workflow can have a broad appeal across an organization, from the President to the IT Manager. Executives typically wish to see value from an investment, departmental managers want to increase productivity for their staff, individual staff member wants to address specific business pain points, and IT managers want to lessen the burden…
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Automating your AP process with Sage AP Automation
In 2016, Sage conducted of customer survey to find out what add-on their clients desired most to take their accounting solutions to the next level – and accounts payable (AP) automation came in at the top of the list. As a result, Sage launched Sage AP Automation in July 2017, a product that is powered…
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Dates In Sage 300 Journal Entries
Question: Can you explain the differences between the following three dates in Sage 300 (Under the GL Transaction Screen)?
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Want Data Integration? Better Learn the Two-Step!
We often get requests from clients who want to integrate data from a custom system, a website of another source into their accounting system. A common term used by our clients in describing the desired integration is a “one-step process.” The vision is a single click of a button and the requested data is taken…
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Inventory Control – The Core Module of Good Operations Software
Typically, the operations suite in an accounting system includes three main modules – Inventory Control, Order Entry and Purchase Orders. I like to classify these modules as action modules vs. support modules. There are two “action modules” in an operation suite and one “support module” that enables action modules to perform. The action modules are Order…