Inter-Entity Txns - Training (Loan Accounts - Single Database)

Product Training
Streamlining Financial Processes

Detailed training on how to set up and use Inter-Entity Transactions to automate the generation of balancing loan account entries in Sage 300. The example in this video is for the Single Database edition.

00:00 Introduction & Overview
04:57 Install & Activate Inter-Entity
06:25 Configure for Single Database processing
11:47 Allocate AP Invoices to 2 entities
13:12 Inter-Entity processing errors
14:38 Generate Inter-Entity Entries
15:15 Configure Linked Accounts
16:16 Review & Closing Remarks