Find the information and resources you need to set up and use Sage 300 web screens to manage your company's finances
Depending on your purchase agreement, some features described here may not be available in your product.
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- Discover Sage 300 web screens. Learn what's new, read answers to frequently asked questions, and find general information on setting up and using Sage 300 web screens. Get started
- Review a list of available web screens. Quickly determine whether specific web screens are available in the Sage 300 version and modules you use. See available web screens
- Increase your productivity. Find keyboard shortcuts, data entry tips, and information on working with data entry tables. Review tips and tools
Set up your company and users
- Set up your company. Create your company profile, add optional fields, and set up your fiscal calendar
- Customize navigation. Customize the web screens that are available on the navigation menu. Customize navigation menu
- Manage users and security. Set up security for your system and add security groups. Manage users and security
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
- Project and Job Costing. Project and Job Costing is ideal for builders, contractors, manufacturers, or any job‐ or project‐oriented service organization. It lets you manage all aspects of your contracts, from estimates through completion. Track costs and revenues, monitor job progress, and measure profitability over one or many periods. Explore Project and Job Costing
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.