*2026 - Feb - Sage (Beginner)

Location: MS Teams (Remote)

Schedule: Tuesdays and Thursdays (6-8:30pm EST)

Course description

Participants will learn the fundamentals of Sage 300, including its modules, functionalities, and how to effectively navigate and utilize the software to manage various aspects of business operations. Through hands-on exercises, practical examples, and real-world scenarios, participants will gain the skills needed to become proficient users of Sage 300.

The beginner course will cover the first 4 weeks of this course outline.

Course Outline:

Sage 300 ERP Beginner course

Week 1: Introduction to Sage 300

Overview of Sage 300: History, features, and benefits

Different modules within Sage 300 (Financials, Distribution, Project and Job Costing)

Installation and system requirements

Navigating the Sage 300 interface

Week 2: Setting Up Your Company

Creating a new company database

Company settings and configurations

Defining fiscal calendars and periods

Managing user access and security

Week 3: Financial Management

General Ledger setup and configuration

Chart of Accounts design and customization

Entering and posting journal entries

Trial Balance generation and analysis

Week 4: Accounts Payable

Vendor management and setup

Entering and processing invoices

Payment processing and check printing

Vendor aging reports and analysis

Sage 300 ERP Intermediate course

Week 5: Accounts Receivable

Customer setup and management

Creating and processing sales invoices

Managing customer receipts

Generating aging and collection reports

Week 6: Inventory and Distribution

Item setup and categorization

Inventory management and tracking

Sales order processing

Purchase order processing

Week 7: Reporting and Advanced Topics

Generating financial statements (Income Statement, Balance Sheet, Cash Flow)

Customizing reports and layouts

Introduction to Business Intelligence and Reporting tools

Troubleshooting common issues and errors

Best practices for data backup and system maintenance

Learning Outcomes:

Develop a solid foundation in using Sage 300 for financial, accounting, and operational management.

Gain practical skills to configure and navigate through the software’s modules effectively.

Learn how to handle day-to-day business transactions within Sage 300.

Understand the process of generating key financial and operational reports.

Develop problem-solving abilities to troubleshoot common issues and errors.

Prerequisites

● Ability to speak, understand and write in English (CLB6)

● Ability to use a computer with a stable internet connection.

● A background in Accounting is preferred but not required

About the Instructor

Zaimin Karmali

Sage 300 ERP Desktop Certification:

The certificate will be issued by Skills for Change. Skills for Change (Career Skills) is a recognized training institution by the Ministry of Colleges and Universities.

Tax Letters:

Skills for Change offers tax letters for your tax returns. The Canadian government could refund you for all or part of the course payment when you file your taxes.

📝 Registration is now open. Space is limited—sign up today to reserve your spot!