Find the information and resources you need to set up and use Sage 300 to manage your company's finances and operations.
Tip: Looking for help for Sage 300cloud web screens? You'll find it here: Sage 300cloud Web Screens Help
Get started
- Get up to speed on new features and fixes. Review the release notes for important technical information about Sage 300, and for details about the latest new features and program fixes. Sage 300 Release Notes
- Customize the desktop. Change the way items are displayed, add new folders and items, and more. Learn more
Set up your company and users
- Set up your company. Create your company profile, add optional fields, and set up your fiscal calendar and currency settings.
- Maintain company data. Check the integrity of your company data and resolve issues.
- Manage users and security. Set up security for your system and add security groups.
Manage bank and tax information
- Bank Services. Bank Services centralizes payments and receipts for all Sage 300 accounting features. Set up bank information, track and manage payments and receipts, reverse payments, return NSF items, perform reconciliations with bank statements, and create General Ledger batches for information from bank statements and miscellaneous monthly transactions. Explore Bank Services
- Tax Services. Tax Services centralizes tax information on sales and purchases for all Sage 300 accounting features. Set up tax tables, tax calculation rules, and tax audit information. Explore Tax Services
Manage finances
- General Ledger. General Ledger supports multicurrency accounting, integrates extensively with other program features, and supports import and export of transaction data for use with other programs. Set up and maintain your general ledger accounts, enter or transfer transactions from various sources, and print reports. Explore General Ledger
- Accounts Payable. Accounts Payable handles all your payables record keeping and reporting needs. Set up and maintain vendor accounts; enter or import transactions; print checks; and track vendor account and transaction details on screen and on printed reports. Explore Accounts Payable
- Accounts Receivable. Accounts Receivable handles all your receivables record keeping and reporting needs. Set up and maintain your customer accounts; enter or import transactions; print invoices; and track account and transaction details on screens and on printed reports. Explore Accounts Receivable
Manage operations
- Inventory Control. Inventory Control maintains detailed perpetual inventory records and produces reports to help you manage your stock effectively. Set up and track inventory items, enter and post transactions, and print reports. Explore Inventory Control
- Order Entry. Order Entry handles all your order entry, invoicing, and order tracking needs, regardless of the size and complexity of your business. Process orders and shipments, track transaction details and sales information, and print invoices, quotes, order confirmations, picking slips, credit notes, debit notes, and shipping labels. Explore Order Entry
- Purchase Orders. Purchase Orders provides all the transaction entry, processing, and reporting features you need to fully automate your purchase order procedures and meet your management needs. Enter and process purchase requisitions, purchase orders, receipts, vendor invoices, returns, credit notes, and debit notes, and print forms and mailing labels for your vendor transactions. Explore Purchase Orders
Process payments
Set up Payment Processing to process credit card payments from your customers. Explore Payment Processing
Print reports
Print financial reports, transaction reports, and other key business information. Printing Reports