Sage 300

This course provide an overview and introduction to the Sage 300 accounting software (formerly AccPac).

myAOLCC Hub (Online)
Beginner, Intermediate
General Ledger: 32 Hours
Accounts Payable: 21 Hours
Accounts Receivable: 21 Hours
Inventory Control / Order Entry: 27 Hours
What you'll learn
  • Introducing Sage 300
  • Setting Up Microsoft SQL and Sage 300 Databases
  • Using Sage 300
  • Understanding System Manager Services
  • Setting Up the General Ledger
  • Creating and Working with the Chart of Accounts
  • Printing Reports
  • Setting Up Tax Services
  • Setting Up Bank Services
  • Using the Finder and Help
  • Processing a General Ledger Batch
  • Setting Up Opening Bank Balances
  • Entering Daily Transactions
  • Importing and Exporting Batches
  • Creating Recurring Entries
  • Creating Allocation Batches
  • Reversing Posted Entries
  • Displaying Account Information
  • Budgeting
  • Bank Reconciliation
  • Performing Month-End Tasks
  • Performing Year-End Tasks
  • Using Visual Process Flows
  • Setting Up Accounts Payable
  • Creating Vendors
  • Creating Invoice Batches
  • Creating Adjustment Batches
  • Entering Accounts Payable Payments
  • Creating Payment Batches
  • Importing and Exporting Accounts Payable Data
  • Setting Up Accounts Receivable
  • Creating Customers
  • Creating, Posting and Viewing Adjustment Batches
  • Entering Accounts Receivable Receipts
  • Entering Accounts Receivable Refunds
  • Importing and Exporting Accounts Receivable Data
  • Setting Up Inventory Control
  • Printing Inventory Control Setup Reports
  • Adding Items to Inventory Control
  • Setting Up Pricing and Other Details
  • Processing Transactions
  • Statistics and Inquiries
  • Setting Up Order Entry
  • Printing Order Entry Reports
  • Processing Transactions
  • Printing Order Entry Forms
  • Performing I/C Period-End Tasks
  • Performing O/E Period-End Tasks

Course Introduction

The Sage 300 courses provide an overview and introduction to the accounting software. It will take you step-by-step through the procedures for setting up a company, followed by transaction-by-transaction processing covering the concepts and techniques needed to use the software. You will be given ample opportunity to explore and practice these techniques throughout the courses.

Course Prerequisites

General Ledger 
To ensure successful completion of this course, students should possess knowledge in bookkeeping or accounting theory, basic knowledge of Windows and basic knowledge of Excel.

Accounts Receivable / Accounts Payable 
To ensure successful completion of this course, students should complete the Sage 300 General Ledger course.

Inventory Control and Order Entry 
To ensure successful completion of this course, students should complete the Sage 300 General Ledger course and the Sage 300 Accounts Receivable course.

Course Outline

Sage 300 General Ledger

Lesson 1:

Introducing Sage 300; Setting Up Microsoft SQL and Sage 300 Databases; Using Sage 300; Understanding System Manager Services

Lesson 2:

Activating the General Ledger Module; Setting Up the General Ledger; Creating the Chart of Accounts; Working with the Chart of Accounts

Lesson 3:

Printing Reports; Understanding Module Integration; Setting Up Tax Services; Setting Up Bank Services; Using the Finder and Help

Lesson 4:

Processing a General Ledger Batch; Setting Up Opening Bank Balances; Entering Daily Transactions

Lesson 5:

Importing and Exporting Batches; Creating Recurring Entries; Creating Allocation Batches; Reversing Posted Entries; Displaying Account Information; Budgeting;

Lesson 6:

Bank Reconciliation; Performing Month-End Tasks; Performing Year-End Tasks; Using Visual Process Flows

Sage 300 Accounts Payable

Lesson 1:

Introducing Accounts Payable; Setting Up Accounts Payable; Verifying Information in Other Modules

Lesson 2:

Creating Vendors; Creating Invoice Batches

Lesson 3:

Creating Adjustment Batches; Entering Accounts Payable Payments; Creating Payment Batches

Lesson 4:

Importing and Exporting Accounts Payable Data; Performing Month-End Tasks; Performing Year-End Tasks; Using Visual Process Flows

Sage 300 Accounts Receivable

Lesson 1:

Introducing Accounts Payable; Setting Up Accounts Receivable; Verifying Information in Other Modules

Lesson 2:

Creating Customers; Creating Invoice Batches

Lesson 3:

Creating, Posting and Viewing Adjustment Batches; Entering Accounts Receivable Receipts; Entering Accounts Receivable Refunds

Lesson 4:

Importing and Exporting Accounts Receivable Data; Performing Month-End Tasks; Performing Year-End Tasks; Using Visual Process Flows

Sage 300 Inventory Control/Order Entry

Lesson 1:

Activating the Inventory Control Module; Setting Up Inventory Control; Printing Inventory Control Setup Reports

Lesson 2:

Adding Items to Inventory Control; Setting Up Pricing and Other Details; Processing Transactions; Statistics and Inquiries

Lesson 3:

Activating the Order Entry Module; Setting Up Order Entry; Printing Order Entry Reports

Lesson 4:

Processing Transactions; Printing Order Entry Forms; Statistics and Inquiries

Lesson 5:

Performing I/C Period-End Tasks; Performing O/E Period-End Tasks; Using Visual Process Flows

Course Notes

General Ledger 
There is an optional Student Reference Guide that can be purchased separately. This course consists of 6 module quizzes and a final exam which comprises a practical and online component. Participants who receive 75% or higher on their final grade will receive a certificate.

Accounts Receivable / Accounts Payable 
There is an optional Student Reference Guide that can be purchased separately. The course consists of 4 module quizzes and a final exam, which comprises of a practical and online component. Participants who receive 75% or higher on their final grade will receive a certificate.

Inventory Control and Order Entry 
There is an optional Student Reference Guide that can be purchased separately. The course consists of 5 module quizzes and a final exam, which comprises of a practical and online component. Participants who receive 75% or higher on their final grade will receive a certificate.

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