Using the BEST Accounting Software Ever - Sage 300

Name: Using the BEST Accounting Software Ever - Sage 300
Rating: 3.9 (106 reviews)

Competently use accounting software in your work.

Created byAYUDA SERVICES

Last updated 6/2026

English

What you'll learn

Gain an understanding of Sage Accpac/Sage 300
Understand Account sets in AR and AP
Understand Debits and Credits in sub-ledgers
Understand and Print reports for the GL, AR, and AP modules
Print AR reports such as Batch listing, invoices, Posting Journals, Customer Reports and Aged Trial Balance
Print AP reports such as Batch listing, invoices, Posting Journals, AP Vendor reports, and Aged Payables Report
Print GL reports such as Trial Balance (3 types), Transactions Listing and Posting Journals to name a few
Understand the importance of the Adjustments feature in AR and AP
Recognise overpayments in AR and how to deal with them
How to locate receipts and match them with invoices
How to use the various inquiry tools in AR, AP, and GL
How to match invoices with payments
How to use Customer and Vendor Activity tools
Understand security and audit trails in Sage Accpa/Sage 300
How to export to Microsoft Excel, Word and PDF
How to adjust Aged Payables and Aged Trial Balance (AR)
Understand how financial statements are designed in Sage Accpac
Print Financial Statements

Course content

10 sections • 67 lectures • 6h 31m total length

Introduction9:00
Understanding Accpac (Sage 300)1:41
Understanding Account Sets5:45
Understanding Drs and Crs (Brief note to the auditor)1:34

New 2026 Video - Entering Transactions in Sage 300 (AP module Pt1)1:10
This was added as a student was looking for such a video. He did not find it so he gave me one star review.
Entering Transactions in Sage 300 Pt2 (AP module - invoices)3:42
Entering Transactions in Sage 300 Pt3 (AP module - Devon invoice)7:38
Entering Invoices No Tax amount (CashWiz invoice)5:35
Amendment to calculated Tax amount Pt14:20
Amendment to calculated Tax Pt24:43
Posting the invoice batch4:32
See how to post an invoice to rightly affect your financials
Looking at the GL for the 3 invoices4:49
Invoices in the AP (accounts payable) module
Entering invoices through AP Payments window2:27
Entering invoices through AP Payments window PT26:23
POSTING THE PYMT BATCH4:38
An interesting tip - Using the Plus (+) key on your keboard5:27

Payment Register Report4:40
Payment Register quiz
Recognising overpayments in AR & dealing with them7:33
Matching Receipts With AR Invoices6:46
Using Customer Activity6:56
Matching AP Invoices with Payments9:51
Using Vendor Activity8:33
Security in Sage Accpac/3009:13
Exporting Reports to MS Word, Excel and PDF5:24
Adjusting AR Aged Trial Balance Report13:44
Another way to write off in AR4:50
Adjusting Aged Payables Report9:50
Intro to Financial Statement Design1:36
Understanding Financial Reporter Statement Design9:33
Financial Statement Design - A more detailed look8:47
FR Statement design-another look4:46
Year End issues3:45
Using Source Journals4:53

Requirements

knowledge of accounting is an asset in this course.

Description

Recently (2026 March) added new sections on entering transactions in AP with AR and the GL to follow soon.

Be confident when auditing businesses using Sage 300 formerly known as Accpac.

Be confident when being trained to use any accounting software system and ask intelligent questions that will impress.

This course was developed as a result of my involvement with the preparation of financial statements for a company which was undergoing a statutory audit. I was sought out because of my expertise with the company’s accounting software package – Sage 300. It soon became apparent that as I worked with company staff and the audit team that other persons could benefit from the knowledge shared.

This knowledge put extra cash in my pocket as I worked after-hours assisting the auditors and accounting staff of a company.

After completing this, course auditors will have greater confidence when auditing a client who uses Sage 300 and also know what to expect from a first-rate accounting software package. Workers in the office will be able to provide the auditors with the information they need, thus completing the audit faster thus getting the auditors out of their offices.

Let's dive right in and have a great time while doing so. You will not regret this educational journey.

This course will help learners to hit the ground running in a new job which uses accounting ERP software.

I will be adding more videos in the coming months (hopefully by May and June 2026)

Who this course is for:

Calling all accounting students looking to enhance their opportunities in the job market
All persons working in the audit field, anyone working in an accounting environment or office, accounting students and those who work with Accpac or any accounting software package
No need for any experience with Sage Accpac/Sage 300
Usefull for SAP students as well

Using the BEST Accounting Software Ever - Sage 300

What you'll learn

Explore related topics

Course content

Wellcome to Sage Accpac4 lectures • 18min

ENTERING TRANSACTIONS IN SAGE 300 ERP - Accounts Payable12 lectures • 55min

Using Distribution Codes to speed up Data Entry2 lectures • 12min

Reports - AR Reports9 lectures • 41min

Accounts Payable Reports6 lectures • 40min

Entering Transactions in Sage 300 - Accounts Receivable5 lectures • 36min

General Ledger Reports3 lectures • 24min

Other Areas for Auditors & Interested Persons17 lectures • 2hr 1min

Entering Transactions in the GL7 lectures • 36min

Creating New Years in Sage 3002 lectures • 9min

Requirements

Description

Who this course is for: