Sage 300 2018
Course Introduction
The Sage 300 2018 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 2018 – General Ledger course.
Inventory Control and Order Entry
To ensure successful completion of this course, students should complete the Sage 300 2018 – General Ledger course and the Sage 300 2018 – Accounts Receivable course.
Course Notes
General Ledger
There is an optional Student Reference Guide that can be purchased separately.
This course consists of 6 graded end of 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.
Accounts Receivable / Accounts Payable
There is an optional Student Reference Guide that can be purchased separately.
The course consists of 4 graded end of 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 graded end of 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.
Course Breakdown
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
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
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
Inventory Control and 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 Report
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
Comprehensive Review Exercise