A Paperless Office module is included with Sage MAS 90 and Sage MAS 200 ERP that converts your important documents to PDF format and stores them for later retrieval. It can also deliver your forms to your customers and vendors via email and fax. In this tutorial we look at how to setup Paperless Office specifically for Journals and Registers and their associated documents

In this tutorial, we cover three scenarios of POs that should be complete, but remain in back order status because they were not processed properly. We walk through how to process each one, then we purge the completed POs.

Sage MAS 90 and Sage MAS 200 offer built-in shipping functionality that enhances the efficiency and accuracy of your order fulfillment. Before you can take advantage of the shipping functions, you'll need to run through some setup options that allow you to tailor the system to your company's needs. So in this tutorial, we review these options and the ones we select will be used in a subsequent tutorial, where we'll demonstrate the shipment process.

The Shipping Data Entry feature in Sage MAS 90 and MAS 200 facilitates accurate order fulfillment by your warehouse. During the pick, pack and ship process, the Shipping Data Entry feature allows your shipping staff to enter exact quantities shipped and backordered. Further, your warehouse staff can identify the package in which each item is shipped, print packing lists and enter carrier tracking numbers for customer service inquiries. In this tutorial, we walk you through the process.

When one of your customers changes their name or merges with another customer, you’ll need to update their records in your accounting system to reflect these changes. In Sage MAS 90 and MAS 200, making these changes is an easy task and importantly, the customer’s history is retained. In this tutorial, we show you how to renumber and merge customers in Sage MAS 90 and MAS 200.

Accounts Payable Vendors can be setup as a credit card vendor to transfer and pay invoices from other vendors. Using this methodology will allow you to track your vendor purchase history, even when paying by credit card. In this tutorial, we walk you through the setup and show you an example.

1099 reporting is a key component of Accounts Payable in Sage MAS90 and MAS200. In this tutorial we show you how to enable 1099 tracking, how to record transactions for 1099 reporting and how to print your 1099 forms.

Sage MAS 90 and MAS 200 Sales Order Entry gives you access to important customer and item information without switching modules to open additional screens of data. This extended functionality and the use of key strokes instead of mouse clicks can speed up your data entry process. In this tutorial, we give you a tour of these sales order entry features and functions.

Use the alias item feature to associate vendor and customer item numbers to your item codes. This feature can also be used as a reference to a previous item code if the item code has changed. In this tutorial we will look at how to associate vendor, customer and general item numbers to existing item codes and use these alias items numbers in purchase order and sales order entry.

The Sales Kit feature in Sage MAS 90 and Sage MAS 200 ERP, allows you to bring together multiple inventory items and sell them as a single item. In this tutorial we show you how to create and use sales kits.

The Business Insights Dashboard allows quick access to key business financial reporting information on a single screen.

Use Cash Receipts Entry to write off accounts receivable balances for short paid invoices or bad debts and re-establish balances due to NSF check.

Users can customize their lookup screens to contain relevant information to assist in identifying the information in their search.

Learn how to credit sales tax on an invoice so that the credit amount properly reflects on the sales tax reports.

Reduce key strokes on frequently used journal entries by using Standard and Recurring Entries. Standard entries save the line information but not the amounts. Recurring entries are used when the accounts and the amounts remain the same for each entry.

Correct mis-entered amounts on posted accounts payable invoices.

There will be occasions in your business when you’ll need to reverse a check. Commonly, this occurs because it was issued to the wrong vendor, or was for the wrong amount, or because you needed to stop payment for some reason. In this tutorial we demonstrate two examples of how to process a check reversal in Sage MAS 90 and MAS 200.

It’s often necessary to make adjustments to your inventory quantities and values most typically due to data entry errors or items that have been damaged or lost. You’ll find that making these adjustments is an easy task in Sage MAS90 and MAS 200 and in this tutorial we walk you through two examples.

Transferring items between warehouses is a common practice that is made easy in Sage MAS 90 and MAS 200. This is true, whether you’ve segregated multiple areas within a single warehouse or you have separate physical warehouse locations. In this tutorial we walk you through the process of moving an item from one warehouse location to another.

Paying vendors electronically rather than by check has become a common practice. It requires generation and transmission of what’s known as a NACHA file for payment via ACH. In this tutorial, we show you how to setup Sage MAS 90 and MAS 200 to generate the required NACHA files so you can begin to make payments electronically to your vendors.

In order to pay your vendors electronically, you'll need to verify that your account settings are correct by generating and sending a pre-note file to your bank. In this tutorial we review the steps for processing and generation of the pre-note file for upload to your bank.

Sage MAS 90 and MAS 200 make it easy to pay vendors electronically and by doing so, you’ll eliminate paper and postage, improve cash management and lessen the risk of lost or stolen checks. In this tutorial, we walk through the processing of an electronic payment and generation of the ACH file for upload to your bank.

If you’re running payroll in-house, you’ll invariably encounter circumstances where you’ll need to reverse a payroll check. Most commonly this occurs when an employee has lost their check or when you’ve written one for the wrong amount. In this tutorial we walk you through the process.

If your company has ever been the victim of check fraud, you may want to use, or your bank may require you to use Positive Pay. With this feature, you upload a file to your bank that contains a list of your issued checks. Then, as checks are presented to your bank for payment, the information on the checks is verified against the information in the file. Sage MAS90 and MAS200 have a Positive Pay file export feature and in this tutorial, we walk you through the process of generating this file for upload.

Positive Pay is a feature that’s designed to help you work with your bank to prevent check fraud. Sage ERP MAS 90 and 200 provide a Positive Pay Export Wizard that helps you configure the file that you send to your bank. In this tutorial, we walk you through the setup process using the Wizard.

Sage MAS 90 and MAS 200 have a Bill of Materials disassembly function that relieves inventory of a parent item and returns its components to either inventory, to a vendor, or to scrap. In this tutorial, we walk through two disassembly examples, one that does not account for yield or miscellaneous items and one that does.

When performing your bank reconciliation there are often miscellaneous amounts that need to be entered such as bank fees, interest or even a one-off check. A useful feature in Sage 100 ERP is the ability to post these types of entries and adjustments during the bank reconciliation process and have them post to the general ledger. In this tutorial we demonstrate posting an on-the fly check and a service charge transaction while reconciling the bank and then post these entries to the GL.