Video Library

We demonstrate EFT Processing for Sage Intacct, from Orchid Systems, for AR Payments (Direct Debits). (See our other videos for use with AP and Employee Expenses.)

00:00 Introduction & Overview
03:41 How EFT Processing works
07:45 Demo - EFT for AR Payments (Direct Debits)
15:26 Create Receipts
19:08 More Info & Closing Remarks

We demonstrate using EFT Processing for Sage Intacct, from Orchid Systems, for AP Payments. (See our other videos for use with AR and Employee Expenses.)

00:00 Introduction & Overview
03:41 How EFT Processing works
06:58 Demo - EFT for AP Vendor Payments
17:01 EFT Configuration
19:01 More Info & Closing Remarks

Our March 2024 Webinar shined the spotlight on Info-Explorer, Orchid's affordable Business Intelligence tool, with tips on how to make cubes more dynamic and easier to use.

00:00 Intro & Overview
04:51 Pivot Tables vs Info-Explorer
09:25 Demo (Sales History cube)
14:03 Filtering & Sorting
23:43 Formatting & display options
29:41 Dashboards
33:39 Updating Queries & Adding Fields
36:39 Adding Facts & Formulas
47:04 Optional/User-Defined Fields
48:43 Refreshing Cubes
50:32 Data Security tips
53:50 Common support questions
54:57 Licensing tips

Anne discusses how Extender works with the Sage 300 architecture to configure logs, send email alerts and notifications, and customize Sage 300 business logic and screens.

Our February 2024 Webinar shows some of the ways that Orchid Extender can be used to tailor Sage 300 without you needing to write a single line of code.

00:00 Intro & Overview
03:47 Configure Logging & Alerts
18:23 Using Extender Apps & Configurable Module Scripts
20:02 Advanced Logging - Posted Batches (Script)
21:43 Auto-Numbering of Vendors (Script)
23:57 Auto-Numbering of Multiple Contacts (Script)
26:29 Inline editing of Optional Fields (App)
30:22 Add Optional Fields to Bank Entry (App)
32:43 Review & Extender with other Orchid Modules
33:01 Extender with Orchid Notes
44:04 Extender with Document Management Link
54:02 Extender with EFT Processing
56:42 Review & Closing Remarks

Anne shows how Orchid's EFT Processing for Sage 300 can be used to generate Positive Pay files for uploading to your bank.

Anne shows how Orchid's EFT Processing for Sage 300 (Payroll) can be used to email Canadian employees their T4, T4A or Relevé 1 reports.

Configure EFT Processing to save EFT Files to a cloud-service mapped drive. We demonstrate an example using Google Drive.

Learn how to create AR Payments from a selected range of AR Invoices in Sage Intacct using Orchid's EFT Processing module.

00:00 Intro & Overview
01:52 EFT Create Receipts
04:39 EFT AR Payment Request selection
06:20 EFT Customer & Bank configuration
07:32 Wrap-up

Our January 2024 webinar discussed and demonstrated some of the less well-known features of Orchid's EFT Processing for Sage 300 AP/AR and Payroll.

00:00 Intro & Overview
03:54 Resources & Getting Started
04:59 General FAQ review
15:14 Emailing from EFT Processing
23:05 Positive Pay files
30:58 AP FAQ review
35:18 AR FAQ review
47:02 Payroll FAQ review
51:35 Payroll – T4, T4a, & Releve 1s
54:58 Wrap-up

Our December 2023 Webinar wrapped up the year by summarising key enhancements delivered for Orchid's Sage 300 modules during the year, then showed how to demo Orchid modules using our v2024 Sample Data and Demo Scripts.

00:00 Intro & Orchid Overview
03:27 2023 Product News review
08:40 Using Orchid Sample Data
15:43 Demonstration Scripts intro
17:04 Notes & DML (demo tips)
26:35 Process Scheduler & Report Runner (demo tips)
35:09 Extender Configurator (demo tips)
40:02 Inter-Entity Transactions (demo tips)
45:10 Inter-Entity Trade (demo tips)
50:38 EFT Processing (demo tips)
57:00 Review & Closing Remarks

Our November 2023 Webinar demonstrated the new Employee Expenses Reimbursements functionality, plus the ability to create Accounts Receivable Payments in bulk for a range of AR Invoices. We also shared some tips to help you make the most of Orchid's EFT Processing for Sage Intacct.

00:00 Intro & Overview
02:10 (New) Employee Expenses Reimbursements
21:42 (New) Create bulk AR Payments for selected AR Invoices
30:29 Tips for Consultants & Users
32:00 (Tip) Naming the EFT File
34:40 (Tip) View payments in a file
36:25 (Tip) Filtering & sorting payments in a file
39:03 (Tip) Upload EFT File to Cloud Service or SFTP
42:57 (Tip) Special file types
52:00 (Tip) Payment Effective Date
52:45 Future Roadmap
53:40 Closing Remarks