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Unlocking Sage 300 ERP; Mastering Financial Management and Accounting

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Unlocking Sage 300 ERP: Mastering Financial Management and Accounting

Unlocking Sage 300 ERP: Mastering Financial Management and Accounting

A Comprehensive Course for Financial Professionals

Upon completion of this course, participants will receive a certificate issued by The Art of Service.

Chapter 1: Introduction to Sage 300 ERP

  • Overview of Sage 300 ERP
  • History and Evolution of Sage 300 ERP
  • Key Features and Benefits of Sage 300 ERP
  • System Requirements and Installation

Chapter 2: Financial Management in Sage 300 ERP

  • General Ledger Setup and Configuration
  • Accounts Payable and Accounts Receivable Management
  • Cash Management and Bank Reconciliation
  • Financial Reporting and Analysis

Chapter 3: Accounting and Financial Reporting

  • Chart of Accounts and Account Structure
  • Journal Entries and Transaction Posting
  • Financial Statement Preparation and Analysis
  • Budgeting and Forecasting in Sage 300 ERP

Chapter 4: Accounts Payable and Accounts Receivable

  • Vendor and Customer Setup and Management
  • Invoice and Payment Processing
  • Credit and Debit Memo Management
  • Accounts Payable and Accounts Receivable Reporting

Chapter 5: Inventory Management and Control

  • Inventory Setup and Configuration
  • Item and Warehouse Management
  • Inventory Transactions and Movement
  • Inventory Reporting and Analysis

Chapter 6: Project Management and Job Costing

  • Project Setup and Configuration
  • Job Costing and Tracking
  • Project Billing and Revenue Recognition
  • Project Reporting and Analysis

Chapter 7: Security and Access Control

  • User Setup and Security Configuration
  • Role-Based Access Control
  • Data Encryption and Backup
  • Audit Trails and Compliance

Chapter 8: Implementation and Integration

  • Implementation Planning and Methodology
  • Data Migration and Conversion
  • Integration with Other Sage Products
  • Third-Party Add-Ons and Customizations

Chapter 9: Advanced Topics and Best Practices

  • Advanced Financial Reporting and Analysis
  • Budgeting and Forecasting Best Practices
  • Inventory Management and Control Best Practices
  • Project Management and Job Costing Best Practices

Chapter 10: Certification and Final Project

  • Certification Exam Preparation
  • Final Project and Presentation
  • Course Wrap-Up and Evaluation
This course is designed to be interactive, engaging, comprehensive, personalized, up-to-date, practical, and focused on real-world applications. Our expert instructors will guide you through hands-on projects and provide actionable insights to help you master Sage 300 ERP. You will have lifetime access to the course materials and can track your progress through our learning management system. Upon completion, you will receive a certificate issued by The Art of Service.

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