Introduction to sage 300 - PowerPoint PPT Presentation

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Introduction to sage 300

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General Record book supports multicurrency accounting which integrates extensively with other Sage 300 ERP programs and also supports import and export of transaction data for use it with other programs. – PowerPoint PPT presentation

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Title: Introduction to sage 300


1
Introduction to Sage 300
In this tutorial, we will learn about overview or
introduction of sage 300 because Whatever the
size of your business, General Record book can
handle all your financial records and reporting
needs.
2
  • You use General Record Book to set up and
    maintain your general ledger accounts to register
    or transfer transactions from various sources and
    to print a number of general record book reports
    which also include a chart of accounts, trial
    balance, posting journal, and all transactions
    list.
  • You can use Sage 300 ERP Intelligence Reporting
    which comes from Sage 300 ERP to print financial
    statements such as balance sheets and income
    statements and all.
  • You can also use Financial Reporter, which comes
    from General record books to print financial
    statements and to produce inclusive management
    reports.
  • General Record book supports multicurrency
    accounting which integrates extensively with
    other Sage 300 ERP programs and also supports
    import and export of transaction data for use it
    with other programs.

By Techarex Networks
3
It also have some parts which have overview of
each part-
  • 1. Setting Up General Ledger
  • Set up of records and specify options determines
    how General Ledgerprocesses all transactions and
    interacts with other Sage 300 ERP modules. 
  • 2. Adding and Maintaining Accounts
  • Use of General Ledger Accounts screens to set up
    and maintain chart of accounts to establish set
    up of account budgets and to inquire proper
    account history and all activities. 
  • 3. Entering and Posting General Ledger
    Transactions
  • Use General Record book Transactions
    screens to record all journal entries, and also
    to view, edit, and post transactions created and
    sent to General Ledger by other Sage 300 ERP
    modules. 
  • 4. Periodic Processing in General Ledger
  • Use General record book Periodic
    Processing screens to perform tasks that are part
    of your regular period-end procedures such as
    clearing history,creating general ledger batches
    and also deleting all records thats inactive.

4
  • 5. Looking Up Information in General Ledger
  • Use the Chart of Accounts, History and Inquiry
    screens to look upinformation about General
    record book accounts and the transactions posted
    to these accounts.
  • Use of tax Set Comparison screen to compare the
    net changes or period balances for two fiscal
    sets.
  • 6. Importing and Exporting General Ledger Data
  • Import account records, transaction batches and
    other records intoone General Ledger from files
    created by other programs and export General
    Ledger data for use in other programs. 
  • 7. Printing General Ledger Reports
  • Use General Ledger report screens to print all
    setup reports and analyticalreports.
  • Source https//www.techarex.net/tutorials/sage-3
    00/introduction-to-sage-300/

5
Thank you
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