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Home » Newsletters » Sage 300 Newsletter – November 2015 » Sage 300 Tips & Tricks: “Chart of Accounts Icon”

Sage 300 Newsletter – November 2015

Keeping You Up-To-Date With Information About Sage 300

Sage 300 Tips & Tricks: “Chart of Accounts Icon”

By: Larry Danelon, Business Analyst

Did you know that the Chart of Accounts Icon in Sage 300 provides access to several functions without having to click on individual icons? If you are responsible for maintaining and analyzing accounts in the General Ledger, you’ll find this feature useful!

Go to the General Ledger module>G/L Accounts>Chart of Accounts icon and double click to open.

Select or input the GL Starting Account you want to review, then the Period Ending to review; next click on the double arrow >> next to the Period Ending field. Chart of Account information appears, including the period’s YTD Functional balance for each account.

The bottom of the window contains 5 short-cut buttons to review the account selected.

Open… takes you to the account’s GL Account Setup screen.

Transactions… opens the GL Account Transaction History details and gives the ability to drill back to the source document for reviewing.

Comparison… reveals the GL Fiscal Set Comparison which lets you view a number of comparisons such as the GL Account Actual period balance vs the Budget amount

Budget… accesses the G/L Budget Maintenance window, allowing you to prepare or edit budget amounts.

History… shows the GL Account History Inquiry with the different period end balances for the fiscal year. You can double click on a period and drill to the Transaction history, then drill to the source document.

In summary, while the icon is named Chart of Accounts, it is much more than that! One stop for almost all GL account maintenance and inquiry functions. Looking for more great tips and tricks or have questions? Contact us today for more information and help with your Sage 300 system.

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In This Issue
  • From the Desk of the Sage 300 Practice Director
  • Successful Integration Solutions for Sage 300
  • Making the Most of Your Sage 300 System: Innovative Ways to Configure and Use Sage 300
  • Sage 300 Tips & Tricks: “Chart of Accounts Icon”
  • Sage 300 3rd Party Product Highlight: Orchid Systems Electronic Funds Transfer (EFT)
  • Project Job Costing “Lite” in Sage 300
  • Getting to Know the Net at Work CRM Team
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