Implementation Services

With over 20 years of experience with Sage 300 and Sage CRM, you can trust us with your clients’ needs. Implementation assistance service for Sage 300 includes the following:

Sage 300 financial modules and operational modules. 

  • End user training. 
  • General Ledger: Setup, Chart of Accounts, import accounts and balances. 
  • Accounts Receivable: Setup, import customers and outstanidng documents. 
  • Accounts Payable: Setup, import vendors and outstanidng documents, setup check printing. 
  • Inventory Control: Setup, discuss different costing and pricing methods, reorder quantities, item structures, physical inventory. 
  • Order Entry: Configuration, Order Entry transactions. 
  • Purchase Orders: Configuration, Purchase Order transactions.

Sage CRM:

  • End user training. 
  • Implementation. 
  • Data upload. 
  • User interface customization. 
  • Report development. 
  • Custom development.

PrintBoss: 

  • Configure check printing through PrintBoss. 
  • PositivePay. 
  • Signatures.