In this tutorial, we will quickly review how to look up and print the 1099 amounts for a vendor(s) for the current year. For this scenario we are preparing for year-end and need to review the 1099 vendor amounts to reconcile with vendor reports. Here’s how to do it. Sage 300 Accounts Payable Start by […]

Setting up a new customer in accounts receivable in Sage 300 is a simple task. In this tutorial, we will go through this process step by step. Sage 300 Accounts Receivable Start Sage 300 and navigate to Accounts Receivable → A/R Customers → Customers In the A/R Customers window, we will enter the customer’s demographic […]

In this tutorial we will learn about using Data Integrity to check the validity of records. Data integrity should be checked, and data backed up, whenever we add records that would be lengthy to enter again or perform other tasks that alter data. Sage 300 Administrative Services Start Sage 300 and navigate to Administrative Services […]

Completing bank reconciliations from a statement is a simple process in Sage 300. In this tutorial, we will walk through the steps, which are the same for credit card reconciliations. Please Note: We will focus on the process, step-by-step, of reconciliations; not the numbers or bank entries. This is a sample company, and the digit […]

For inventory, it is sometimes necessary to set up contract codes. In this tutorial, we will learn how to add these codes. Sage 300 Inventory Control Start Sage 300 and navigate to Inventory Control → I/C Setup → Contract Codes. In the Contract Code screen, enter a new contract code of choice, using no more […]

In this tutorial, we will review how to update the 1099 amounts for a vendor. For this scenario, let’s say that after reviewing the 1099 vendor report, we noticed that the amount and code for a certain vendor is incorrect. This can happen if an invoice is keyed incorrectly when originally entered. Thus, we need […]

In this tutorial, we review how to use periodic processing in Accounts Receivable to write off transactions, such as short pays or overdue balances. For our example we will look to write off balances on all customers at 5% of the original balance 180 overdue. Sage 300 Accounts Receivable Start by navigating to the Accounts […]

Mindover Software has implemented and supported companies using Sage 300 for many years, including when it was known as Sage Accpac. Our consultants are experts in training and providing custom solutions for Sage 300. In fact, we offer a library of Sage 300 tips and tricks to help our customers use the software more effectively. […]

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 […]