Sage 300 – Accounts Receivable

This course is intended for anyone wanting to learn the basic features and to develop a working knowledge of the typical day-to-day procedures required to effectively use Sage 300- Accounts Receivable. This training is recommended for anyone who plans to implement, use, maintain, Sage 300 Accounts Receivable. The class is targeted toward data entry clerks, administrators, office managers, who need to understand the technical aspects of receivables and gain foundational knowledge of the application functionality. This course is based on a combination of theory and practical hands-on training. Theory + Practical Application Scenarios + Hands-On Training = Outstanding Results

Intermediate 0(0 Ratings) 0 Students enrolled English
Created by William Wingson - Total Corporate Learning
Last updated Fri, 03-Feb-2023
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Course overview

This Sage 300 Accounts Receivable course allows attendees to improve customer service by training them to manage and track customer transactions quickly and easily. With the thorough understanding of Accounts Receivable this course provides, attendees will be able to set up and/or change the module settings for their specific needs, define customers and customer groups and record customer transactions. Attendees will also be able to print reports that will assist in the management of the company’s receivables. Attendees will also gain an understanding of transaction flow in Sage 300.

What will I learn?

  • Setting up Accounts Receivable This session will provide the attendee with a quick review understanding of the setup of Accounts Receivable and how it relates to performance. You will learn how to change settings to suit your specific accounting requirements, and how to make the most of some optional setup features to ease your data entry load.
  • Printing all the Set-up Reports In this session, you will learn about the many reports and report options relating to the setup of Accounts Receivable. You will learn how to use the report criteria to access the information needed, and how these reports will help to manage the Accounts Receivable module.
  • Managing Customers Information In this session you will learn how to maintain customer records. Including adding, editing, and deleting customer groups, national accounts, and customer records. You will be able to create alternative ship‐to locations for your customers, such as warehouses or other shipping locations.
  • Printing Customer Reports In this session learn how to print lists of the customer groups, national accounts, customers, ship-to locations, and recurring charges in your Accounts Receivable system. You can also print statistics reports for customer groups, national accounts, and customers.
  • Accounts Receivable Transactions In this session you will learn how to enter customer invoices, credit notes, and debit notes using the Invoice Entry form. This session will teach you about entering, posting, and reporting receipts from customers, refunds to customer, and adjustments to documents in customer accounts.
  • Accounts Receivable Transactions Reports Learn to print reports in the A/R Transactions Reports folder to maintain your audit trail and to analyze Accounts Receivable data.
  • Periodic Processing In this session you will learn how to use the processes located in the Periodic Processing folder to complete the various processing and reporting tasks you perform periodically or at regular intervals in your Accounts Receivable system.
Requirements
  • You should have installed Sage 300
  • You should have installed Sample Data that comes with Sage 300
Curriculum for this course
46 Lessons 00:00:00 Hours
Sage 300 Accounts Receivable - Security
3 Lessons 00:00:00 Hours
  • Adding, modifying or deleting Users
    .
  • Adding, editing, and deleting Security Groups
    .
  • Assigning Users to Security Groups
    .
  • Selecting, modifying A/R Options
    .
  • Adding, modifying, and deleting A/R Account Sets
    .
  • Adding, modifying, and deleting Billing Cycles
    .
  • Adding, modifying, and deleting A/R Distribution Codes
    .
  • Adding, modifying, and deleting Dunning Messages
    .
  • Adding, modifying, and deleting Interest Profiles
    .
  • Adding, modifying, and deleting Payment Codes
    .
  • Adding, modifying, and deleting Salespersons
    .
  • Adding, modifying, and deleting Terms
    .
  • Adding, modifying, and deleting Items
    .
  • Adding, modifying, and deleting Comment Types
    .
  • Adding, modifying, and deleting E-mail Messages
    .
  • Adding, modifying, and deleting Optional Fields
    .
  • Adding, modifying, and deleting A/R G/L Integration
    .
  • Printing the A/R Options Report
    .
  • Printing the Account Sets Report
    .
  • Printing the Billing Cycles Report
    .
  • Printing the Distribution Codes Report
    .
  • Printing the Dunning Messages Report
    .
  • Printing the Interest Profiles Report
    .
  • Adding, editing, and deleting Customer Groups
    .
  • Adding, editing, and deleting National Accounts
    .
  • Adding, editing, and deleting Customers
    .
  • Looking Up, and checking customer’s information using Customer Inquiry
    .
  • Creating and printing Customer List
    .
  • Adding, editing, and deleting Ship-To Locations
    .
  • Setting up Recurring Charges for Customers
    .
  • Using the A/R Invoice Batch List screen.
    .
  • Using the AR Invoice Entry
    .
  • Creating, editing, and posting using the A/R Receipt Batch List
    .
  • Using the Receipt Entry Form
    .
  • Receipt Inquiry – Looking up receipts.
    .
  • Quick Receipt Entry
    .
  • Adjustment Batch List
    .
  • Adjustment Entry
    .
  • Refund Batch List
    .
  • Refund Entry
    .
  • Refund Inquiry
    .
  • Post Batches
    .
  • Document Inquiry
    .
  • Create G/L Batch
    .
  • Create Interest Batch
    .
  • Create Recurring Charge Batch
    .
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About instructor

William Wingson - Total Corporate Learning

Director of Training

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