Training Guides

This guide includes details on EFT formats in EFT Processing for Sage Intacct. 

A summary of the most common error messages (including XAPI Errors) that you may find in Inter-Entity Transactions & Trade Audit Inquiry Logs. Includes tips to fix the errors before reprocessing the transactions. 

The Modulo to Document Management Link (DML) conversion app is designed for users of Modulo eImagePac who are implementing DML for network folders. Includes setup details, plus examples of A/R Invoice, A/R Customer, and G/L Entries configuration. 

Training Guide for EFT Processing for Sage Intacct. Includes configuration and user guides. 

Includes all 3 Process Scheduler levels. Applies to the latest version of Sage 300. 

Includes tutorials to get you started.

Applies to all currently supported Sage 300 versions.

(Some functionality described may not be available when using prior versions.)

Training Guide for Optional Tables (which is part of the Information Manager Suite.)

Applies to all currently supported Sage 300 versions.

Document Management Link Training Guide (includes network folder and SharePoint configuration).

Applies to all currently supported Sage 300 versions.

Training Guide for Orchid Notes (which is part of the Information Manager Suite.)

Includes Orchid Infomation Manager Tray setup documentation.

Applies to all currently supported Sage 300 versions.

Training Guide for Report Runner (which is part of Information Manager Suite).

Includes tutorials to get you started.

Applies to all currently supported Sage 300 versions.

Training Guide for Inter-Entity Transactions.

(Includes Cash Management features of the Multi Database edition.)

Applies to all currently supported Sage 300 versions. Last updated for v2020 PU1 release. 

EFT Processing (Sage 300 US & Canadian Payroll) Training Guide

Applies to all supported versions of Sage 300.

EFT Processing (Sage 300 AP/AR) Training Guide.

Applies to all currently supported Sage 300 versions. 

Covers Cash Management features of Inter-Entity Transactions (Multi Database edition).

Applies to all currently supported Sage 300 versions.

Includes an overview of Workflow, general set up & use information, plus detailed Workflow Tutorials.

Applies to all currently supported Sage 300 versions.

(Some functionality described may not be available when using prior versions.)

Includes tutorials to get you started with Inter-Entity Trade. 

Applies to all currently supported Sage 300 versions.

Remote Action Service User Guide. (Also refer to Extender Workflow Guide for details.) 

Applies to all currently supported Sage 300 versions.

(Some functionality may not be available when using prior versions.)

Get started with Info-Explorer, including using sample cubes. 

Refer to Process Scheduler training guide for key steps to refresh Info-Explorer Cubes automatically. 

Applies to all currently supported Sage 300 versions.

Applies to all currently supported Sage 300 versions.