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Sage 100cloud Learning Series

Discover how to get the most out of your Sage 100cloud solution here.

Upcoming Webinars

Setting up Social Security deferral

When: Join us on November 11th, at 10 AM Pacific Time | 1 PM Eastern Time.

Will you offer your employees the opportunity to defer their social security tax? If so, this webinar will show you what you need to set it up in Sage 100.

You will learn:

  • How to set up your company
  • How to set up an employee
  • What will happen when you run a payroll

Please note a recording of this webinar will be made available shortly after it airs.

 
Making the Most of Visual Process Flows

When: Join us on December 17th, at 9 AM Pacific Time |12 PM Eastern Time.

Would you like to navigate easily through processes – perhaps those you use infrequently or to help new employees learn how to streamline their workflows?

You will learn:

  • About visual process flows available to you
  • How to modify a process flow and add it to your desktop

Please note a recording of this webinar will be made available shortly after it airs.

 

On Demand Webinars:

Have reports to create, but no time to create them? We’ve got you covered! Did you know that Sage Intelligence gives you immediate access to a library of additional reports? The Sage Intelligence Report Utility will allow you to select the financial and non-financial reports you would like to download, and automatically imports them to your Report Manager module. Choose from dashboard reports, inventory, sales, project and many other reports that will give you better insights into your business.

We will show you the additional reports available in Sage Intelligence as well as other helpful Sage Intelligence features.

You will learn:

  • How to access the Report Utility, view the available report options and download reports
  • Why the Sage Intelligence Viewer Module can help you control your business reports
  • The benefits of the Connector Module – how it can propel your business forward by allowing you to report from other areas of your business
  • Other helpful Sage Intelligence features
 

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Would you like to quickly and easily locate, analyze and manage your data from one launching point?

You will learn:

  • How to streamline access to critical data by creating default settings for data you regularly view and personalize it to meet your individual needs
  • How to easily use drill down and drill around functions as well as how to access related tasks

Please note a recording of this webinar will be made available shortly after it airs.



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Now that we have the latest guidance around tracking Paycheck Protection Program forgiveness expenses, please join us as we walk through how to use your Sage 100cloud solution to track expenses.



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Are you properly managing the lifecycle of your fixed assets while staying compliant with IRS depreciation regulations and maximizing recent legislative benefits for your company? Sage 100 provides tight integration with Sage Fixed Assets.

Join us for a free demonstration of how assets purchased through Sage 100 seamlessly flow into Sage Fixed Assets and how depreciation expense is sent back to Sage 100 for a complete asset lifecycle.

We’ll also provide a quick tour of Sage Fixed Assets and show you why managing your fixed assets on a spreadsheet may not be the most effective solution.

This session covers:

  • How easy it is to view and customize your asset list
  • Tax depreciation features – including tax forms and worksheets
  • Filtering the asset list and reports with our Group manager feature
  • Disposals and the Disposal report
  • Depreciation calculations
  • System administration – setting up security to restrict user access

Please note a recording of this webinar will be made available shortly after it airs.

 

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Sage 100 Standard, Advanced, and Premium Link

Would you like to see a visual representation of your data with the ability to filter interactively?

You will learn:

  • How to create a dashboard using Sage Intelligence Reporting

Please note a recording of this webinar will be made available shortly after it airs.

 

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Sage 100 ERP Intelligence Getting Started Guide

This webinar will address new fields on the Federal 941 and what you need to do to submit the correct information.

Please note a recording of this webinar will be made available shortly after it airs.

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This presentation is for new users or those who would like a refresher.

You will learn:

  • How to modify an existing report
  • How to create a new non-financial report

Please note a recording of this webinar will be made available shortly after it airs.

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Access slides

Sage 100 ERP Intelligence Reporting - Getting Started Guide

 

Since the IRS regulations now require employee data to be encrypted, you still may have a need to see it on a report.

You will learn:

  • How to use Crystal reports to create a report that will allow you to see encrypted and highly sensitive employee information

Please note a recording of this webinar will be made available shortly after it airs.

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How to configure a Custom Crystal report to display PII fields

How to display Personally Identifiable Information (PII) fields on Custom Crystal Reports in Sage 100 2018 and higher

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This presentation is for new users or customers who want a refresher.

You will learn:

  • How to create a basic report using the Crystal reports Report Wizard
  • How to determine your data source which will be used to populate the report
 

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Download the handout

Download the slide deck

Download FAQs

View Crystal Reports: Beginnings course on Sage University (*login required)

 

Did you know you have an additional reporting module available to you at no extra cost?* Sage 100cloud Intelligence Reporting is a flexible business reporting tool that integrates with your Sage 100cloud solution and allows for better insights into your business’s data. It gives you a holistic view of your business by seamlessly consolidating your data from Sage 100cloud, reducing spreadsheet chaos, and improving collaboration across your business.

You will learn:

  • Access Sage Intelligence Reporting as well as view the standard reports available
  • View and edit financial and operational reports easily in Microsoft® Excel®
  • Schedule reports to run automatically
  • Employ the use of add-ins in Microsoft® Excel® to make you reports more powerful and professional looking

 

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Our level of investment in Sage 100cloud is increasing, and the benefits that our customers are seeing continue to grow. 2019 was a big year for Sage 100cloud, with many features exclusively available to subscription customers. We completed our ‘Journey to Framework’ with the release of Sage Production Management. And Sage 100cloud was recognized as a market leader by G2 Crowd. Tune in to see how this momentum with Sage 100cloud continues to build.

You will learn:

  • How we are continuing to invest in Sage 100cloud
  • What's new with the Sage 100cloud product update
  • New features, enhancements, and more that will help optimize your solution's performance

 

Additionally, check out the training course: Sage 100cloud: What's New in version 2020 at Sage University.

Watch the recording

Download datasheet: Sage 100 2020.0

Download datasheet: eInvoicing for Sage 100cloud

Download whitepaper: CCPA Readiness using Sage 100cloud