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Optimize Your Use of the Finder
The finder in Sage Accpac is used on data entry screens to lookup and select information such as account numbers, customers, vendors, items, orders and transactions.  In this tutorial, we show you features and function of the finder, including some elements that you can customize for your own use. Even seasoned users of Sage Accpac may learn a thing or two!  (5 minutes, 48 seconds)

Create Shortcuts to your Most-Used Functions
Most users of Sage Accpac ERP have very focused job responsibilities that are limited to a specific set of accounting functions.  If this describes your use of Sage Accpac, then wouldn't it be great if you could access these specific functions without having to navigate through menus and icons?  Well you can!  In this tutorial, we show you how to group shortcuts to your most-used functions into your own folder on the menu tree.  (3 minutes, 59 seconds)

Using POs for Non-Inventory Items
Almost every company that manages inventory uses a purchase order system.  But even companies that don't manage inventory can benefit from using POs.  From purchasing computers to office supplies, professional services to repairs and maintenance, managing your company's purchasing is important.  In this tutorial, we show how you can configure and use the Sage Accpac PO system to manage the purchase of ad hoc items and services that are not maintained in an inventory system.  This methodology applies whether or not you are running Sage Accpac Inventory Control.
 (8 minutes, 0 seconds)

Controlling Period Posting
Posting transactions to the wrong period is especially problematic near the end of a fiscal year or period. In this tutorial, we show how you can use features in the Fiscal Calendar and Company Profile to control postings to your subledgers and General Ledger at period end.  (5 minutes, 51 seconds)

Inventory Kitting Items
The Kitting feature in Sage Accpac ERP allows you to assemble a collection of items and sell them through Order Entry as a single master item. This can be an Order Entry time-saver when you're selling promotional bundles. In this tutorial, we show you how to create and use kits.  (6 minutes, 55 seconds)

AR Inquiry
The Sage Accpac ERP Extended Enterprise Suite now includes the AR Inquiry module.  AR Inquiry consolidates customer information from many areas within Sage Accpac putting valuable information at the fingertips of your staff.  In this tutorial, we lead you on a tour of this module.  (6 minutes, 13 seconds)

Order Entry & Purchase Order Templates
Sage Accpac ERP allows you to use templates to speed up and simplify entry of orders, purchase order requisitions and purchase orders.  In this tutorial, we show you how to setup and use templates in Order Entry, but you can follow the same steps for Requisitions and POs.  (6 minutes, 35 seconds)

Apply Documents
Unapplied transactions often occur when customer payments don’t match their invoices and when companies follow a deposit now, match later approach to receipts.  This can lead to a mess of unapplied transactions.  In this tutorial, we show you how to use the Apply Document feature in Sage Accpac ERP to cleanup unmatched transactions.  This feature is also available in Accounts Payable.  (6 minutes, 27 seconds)

General Ledger Roll Ups
The GL Roll Up feature in Sage Accpac ERP was an enhancement introduced in version 5.5.  Roll-ups allow you to consolidate account balances to provide a summary balance.  In this tutorial, we show you how to setup account roll-ups and we look at some examples.  (5 minutes, 26 seconds)

Customize the Information that Flows into your General Ledger
Sage Accpac ERP allows you to customize the information that flows from your sub-modules to your general ledger.  In this tutorial, we show how to customize this on your system. (5 minutes, 20 seconds)

Enhanced Drilldown from Operations Suite Modules
When you’ve got a customer on the phone placing an order, it's critical to have item information and availability at your fingertips.  Sage Accpac puts this information on your Order screen and enhanced drilldown gives you easy access to the details.  In this tutorial, we’ll show you a typical order entry scenario where these features will benefit you and your customers.  (3 minutes, 38 seconds)

Speed Up Data Entry with Distribution Codes and Sets
Sage Accpac provides Distribution Codes and Sets to help speed up your data entry in Accounts Payable.  In this tutorial, we’ll show you how their used and how to set them up.  (4 minutes, 45 seconds)

Manufacturer's Item Number
Sage Accpac ERP includes a Manufacturer’s Item number feature that can speed up your data entry.  This feature allows you to specify as many alternative codes or numbers for your inventory items as you want.  In this tutorial, we’ll show you three example uses for this valuable feature.  (5 minutes, 10 seconds)

Year-End Procedures
Closing the year in Sage Accpac ERP is a rather painless exercise.  In this tutorial, we’ll review the major year-end tasks and walk you through the process.  (7 minutes, 19 seconds)

Paying AP Invoices by Credit Card
Sage Accpac ERP includes a payment code feature in accounts payable that has multiple uses and benefits.  In this tutorial, we'll show you just one use of this feature that facilitates credit card payments for invoices from your vendors in accounts payable.  (6 minutes, 49 seconds)

Analytical Dashboard
Beginning with version 5.5, Sage Accpac ERP includes an analytic dashboard that displays key information.  Importantly, these indicators can alert you to issues and trends that may require corrective action.  (4 minutes, 8 seconds)

Customer Number Change
When two of your customers merge due to an acquisition, wouldn't it be great if you could combine all of their transaction history into one account?  Well you can, thanks to the Sage Accpac Customer Number Change module.  As of version 5.5, the Customer Number Change module is now included as a standard feature, and this video will help you get the most out of it.  (3 minutes, 55 seconds)

Fiscal Year End
Although similar to a regular period end, changing fiscal years in your Sage Accpac ERP system provides a number of choices for you to make in deciding the type and amount of transaction and statistical data you would like to keep.

Bills of Materials
Did you know that Inventory Control comes standard with the ability to set up bills of material for manufacturing or assembling items for sale?  And, even better, users of Sage Accpac 500 have the ability to create multi-level bills of material.

GL Account Groups
If you use General Ledger 500 ERP or 200 ERP, you can create an unlimited number of account groups to create finer divisions for your business reports.  Learn how.

GL Auto transaction Posting
Many controllers and accounting managers like to review transactions for data entry errors prior to posting to the General Ledger.  However, if you would like the system to automatically post subledger transactions directly to the General Ledger in "real time", this tutorial will show you how.

Financial Settlement Drilldown
The Sage Accpac ERP General Ledger provides the ability to drilldown directly from financial statements to the transactions comprising the figures.  Learn how to use this timesaving feature.

Help
Sage Accpac ERP comes with a comprehensive online help system that can readily assist you with questions and procedures.  What you may not know is how easy it is to access these help resources.

Macros
There are numerous tasks that you perform on a regular basis in Sage Accpac ERP.  As in any system, these tasks often require several steps to complete.  In this session, we'll see how you can reduce some of these repetitive tasks to a single mouse-click using the built-in macro recorder.

Export Basics
There are many reasons you may want to export data from your Sage Accpac ERP system. What you may not know is how easy it is.  Let's take a look at a simple example, exporting your customer list from Accounts Receivable.

Item Wizard
Setting up new items in your inventory system can be a laborious task.  Sage Accpac ERP has streamlined this process with an Item Wizard that efficiently leads you through this process.  Let's take a look at how easy it is to add an item using the Wizard.

E-mail Automation
We know that you are always looking for ways to do business with less paper and greater efficiency.  That's why we think you'll want to start using Sage Accpac ERP's email automation to send your invoices, statements and other documents directly to your customers.

Accounts Receivable FAQs
Want to get the most out of your Sage Accpac Accounts Receivable?  Here are some common questions, and answers, that our clients have asked over the years.

AR Refund
No one likes to give customer refunds.  But, if you have to do it, the process should be easy.  Learn how to properly handle AR refunds in this video tutorial.

Miscellaneous Checks
Writing quick checks outside of a normal check run should be easy.  It is with Sage Accpac ERP’s Miscellaneous Payments feature.  Learn how to use this time saving capability.

Credit Check
Selling to customers that are past due or over their credit limit is a risk to your business.  Learn how to use the credit control features in Accounts Receivable and Order Entry to minimize the risk and help you make informed decisions.

Finder Customization
The finder capability used throughout your Sage Accpac applications can be customized to make you even more efficient.  Learn how each user can change the settings they use for each file.

Key Attributes
Key Attributes are a special type of data field in SageCRM that give you a method of setting up dynamic sets of data associated with Persons, Companies, Opportunities, Cases and Leads. In this tutorial, we show an example of how Key Attributes can be used to register customers for a seminar.   (8 minutes, 53 seconds)

LinkedIn
SageCRM and LinkedIn are valuable tools for building and maintaining business relationships and by integrating the two, their power increases 10-fold.  In this tutorial, we show you how to enable the integration.
 (4 minutes, 38 seconds)