Video Library

Our December 2024 Webinar explained and demonstrated the steps needed to get Orchid's EFT Processing up and running for Sage Intacct AP & AR.

00:00 Introduction & Overview
01:11 Gathering data for EFT Setup
07:42 Licencing for EFT Processing
09:47 Installation & Activation
13:10 Roles and Permissions
16:49 EFT File Format & EFT Bank configuration
22:49 Vendor, Customer & Employee configuration
30:17 AR Direct Debit file creation & processing
44:07 AP Vendor Payment file creation & processing
58:17 More Info & Closing Remarks

Our 2024 End-of-Year Review discusses and demonstrates enhancements introduced to Orchid's Sage 300 modules over the past year, along with product overviews & tips.

00:00 Introduction
02:22 EFT Processing (overview & new features)
05:00 Demo - EFT Security Features
11:33 Tips – EFT Processing
12:54 Notes & DML (overview & new features)
17:14 Demo - Web Screens for Notes & DML
24:59 Extender (overview & new features)
27:03 Demo – Logging, Alerts & Validations with Extender
39:35 Report Runner & Process Scheduler (overview & new features)
43:37 Demo – Scheduling reports
48:48 Inter-Entity Suite (overview & new features)
50:58 RMA & Bin Tracking (overview & new features)
52:38 Demo Tips & Closing Remarks

Our October 2024 webinar shone the spotlight on the Cash Management functionality available with Orchid's Inter-Entity Transactions add-on for Sage 300.

00:00 Introduction & Overview
03:31 Bank Transfers between companies
11:50 Inter-Entity AR Receipts
17:31 Inter-Entity AP Payments
23:02 Consolidated AR Receipt processing
32:44 Consolidated AP Payment processing
41:37 Consolidated AP/AR Aged Trial Balance
46:44 Cash Management FAQs
57:55 More Info & Closing Remarks

Our September 2024 webinar introduced a new web tray to support the Sage 300 web screens for Orchid Notes and Document Management Link (DML), with an overview of the functionality and a demonstration.

00:00 Introduction
02:52 DML & Notes Overview
07:24 Demo – DML Web Screens
13:51 Demo – Notes Web Screens
20:05 Demo – DML & Notes together
23:02 Detailed feature review
25:39 User Licensing changes
28:31 Getting Started
32:23 Configuration Tips
37:21 Review & Closing Remarks

Learn how to use SFTP to upload an EFT File from Sage 300 directly to the bank using Orchid EFT Processing.

00:00 Introduction & Overview
01:00 Demonstration
03:02 More Info & Closing Remarks

Our August 2024 webinar discussed the principles of Continuous Accounting, and how you could achieve many of the benefits while using Sage 300, supported by add-on modules from Orchid Systems.

00:00 Introduction
04:31 Sage 300 Core Modules
07:42 Orchid Add-Ons Overview
09:15 Orchid Inter-Entity Suite
21:00 Orchid EFT Processing (& Extender)
37:59 Orchid Extender
52:40 Orchid Process Scheduler
55:39 Closing Remarks

Learn how to upload Orchid EFT files in Sage Intacct to a remote server using SFTP.

00:00 Introduction & Overview
02:40 Demonstration
08:10 Review & Closing Remarks

Our July 2024 Webinar returned the spotlight to Inter-Entity Trade for Sage 300, with a main focus on its AP/AR functionality. We demonstrated various scenarios showing it in action, provided setup tips, and answered common support questions.

00:00 Intro & Overview (Nathalie)
05:24 Overview (Robert Lavery)
07:36 Demo: AP/AR Trade
12:03 Demo: IE Trade with IE Txns
17:59 Demo: IE Settlement
23:03 Use Case examples
24:11 FAQs & Tips
44:43 Using IE Trade with other Orchid modules
45:53 Resources & closing remarks

An overview of Orchid Systems. Find out why over 7,000 companies rely on Orchid's modules for Sage 300 and Sage Intacct.

00:00 About Orchid Systems
01:20 EFT Processing for Sage Intacct
02:10 Sage 300 Add-Ons overview
07:16 Collaboration 08:24
Tailoring, Automation & Integration
10:52 Streamlining Financial Processes
13:10 Budgeting, Reporting & BI
15:03 Operations & Inventory Management
16:08 Closing Remarks

Our June 2024 Webinar gave an overview of all Orchid modules (Sage 300 and Sage Intacct), followed by a focus on "What's New and What's Hot at Orchid".

00:00 Intro & Orchid Overview
16:56 Useful Resources
20:45 Notes & DML: What's New & Demo
28:27 What’s New in Extender (Sage 300)
29:51 Demo: Extender (Sage 300)
39:04 What’s New in EFT Processing (Sage 300)
41:55 Demo: EFT Processing (Sage 300)
46:30 What’s New in other Orchid Modules
49:59 Closing Remarks

Our May 2024 Webinar shined the spotlight on Orchid's Return Material Authorizations (RMA) Add-on module for Sage 300. We show how to get started, see RMA in action, answer common support questions, and show how RMA can be used with other Orchid modules.

00:00 Introduction & Overview
05:03 Configuring RMA Options
12:42 Creating an RMA and emailing customer
16:31 RMA Templates & Item Policies
29:29 RMA FAQs – Common support questions
40:46 Using RMA with other Orchid modules
53:43 Closing Remarks

Our April 2024 Webinar shone the spotlight on EFT Processing for Sage Intacct. We gave an overview and demonstration of all functionality (EFT for AP, AR, and Employee Expenses), shared some useful tips, and answered common support questions.

00:00 Introduction & Overview
07:08 How EFT Processing works
10:22 Demo - EFT for AP Vendor Payments
20:26 EFT Configuration for AP
22:20 Demo - EFT for AR Direct Debits
31:32 Create AR Receipts
35:20 Demo - EFT for Employee Expenses
41:54 Tips for EFT Setup
49:40 Tips for Using EFT
59:24 Closing Remarks