Working with a reduced or remote workforce with Sage 300 has become a common requirement for many companies dealing with the COVID-19 crisis. Net at Work has pulled together a “How To” series to help businesses keep moving forward by understanding the basics and looking at best practices to work remotely. This complimentary series will consist of 11 courses hosted as live web sessions and will focus on key Sage 300 functionality you need to know to keep your business running despite the obstacles everyone is facing.
Course details and registration information is below.
How to use Sage 300 Web Screens
One of the key obstacles related to the COVID-19 crisis is providing remote access to your Sage 300 system. Using Sage 300 web screens provides a way to overcome your remote access issue. For those of you that are on the Sage 300C or Sage 300Cloud annual subscription plan, you have access to deploy Sage 300 web screens. For those that are on still on a perpetual plan, there is no additional cost if your plan is current. Talk to your account manager if you are not sure what plan you are on. Once on the right plan we can show you how to take advantage of running Sage 300 in a browser. In this "How To" session we will focus on navigating the browser interface, a look at the inquiry screens, sample transactions in various modules along with simple customizations done exclusively in the web screens.
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4/28 View Recording |
How to Process AP Invoices & Payments Electronically in Sage 300
Paying an AP invoice while in the office is a fairly straightforward task. Paying AP invoices outside of the office introduces a whole other set of complexities. In this "How To" session we go over best practices for processing invoices and payments outside of the office. We will review what technologies can help you transition away from a paper driven process, and into a digital process better suited for a remote workforce.
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4/29 View Recording |
How to Generate Financial Statements in Sage 300
In this "How To" session we will review your options to create financial reports within Sage 300. From FR to Sage Intelligence and Sage Enterprise Intelligence you have options—some better suited for a remote workforce than others. Whatever the method, producing a financial statement is a necessity that all businesses face. Join us for this session to make sure you have the financial information at your finger tips to help make informed decisions.
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5/6 View Recording |
How to Complete a Bank Reconciliation using Sage 300
In this "How To" session we will look at the most efficient process to conduct a bank reconciliation within Sage 300. Understanding your cash position fully has never been more important for many businesses. Do you know where your cash position stands? Join us for this session to understand what your actual reconciled bank balance is today!
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5/7 View Recording |
How to Pay Vendors and Allocate Expenses Properly using your Corporate Credit Card
In this "How To" session we will go over how to properly track AP Payments made with your corporate credit cards. Most often the expenses get coded to the credit card and you lose visibility to the actual expense. Join us for this session where we will show you the steps to properly account for expenses while using your corporate cards as your method of payment.
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5/13 View Recording |
How to Capture Credit Card Payments in Sage 300
In this "How To" session we will show you how easy it is to process credit cards within Sage 300. From individual transactions to batch processing, we will cover how different transactions can be made to improve your cash flow.
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5/14 View Recording |
How to Create Ad-Hoc Reports in Sage 300
In this "How To" session we will cover how to create custom reports using Sage Intelligence. From sales data to operational data, how do you create the reports that can help you make informed business decisions? Join this session to learn how.
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5/20 View Recording |
How to Integrate Sage 300 with Microsoft Office
In this "How To" session we will introduce you to some of your options to integrate Sage 300 data with Microsoft Office solutions. From Excel to Word, to other 3rd party solutions, learn what other solutions can consume your Sage data.
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5/21 View Recording |
How to Create Quotes and Orders with Sage 300 versus Sage CRM
In this "How To" session we will cover the optimum way to create and deliver both quotations and orders to your customers using Sage 300 and/or Sage CRM. We will look at a number of factors including web screens, traditional desktop, email integration, multiple contacts and more.
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5/27 View Recording |
How to process A/R Receipts in Sage 300
In this "How To" session we will cover the tips and tricks of entering A/R receipts, applying payments, processing credit card payments, all to ensure your cash flow stays positive. Join us to understand the essentials of AR receipt processing.
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5/28 View Recording |
How to Create A/R and OE Invoices in Sage 300
In this "How To" session we will cover invoicing options in Sage 300. From AR detail and summary invoices to order entry and ecommerce invoices. Keep that revenue coming in by making sure the invoices go out.
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6/3 View Recording |