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.

Resources:

Sage 300 user manuals and documentation

Lectures and access to live professor

Access to a sandbox environment for hands-on practice

Additional reading materials on accounting and business management principles

Course Outline:

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

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

Course Evaluation:

Assessment and Grading:

Weekly hands-on exercises and practical assignments

Mid-course quiz assessing knowledge of concepts covered in Weeks 1-4

Final project involving the setup and management of a mock company using Sage 300, to be presented in Week 7

● 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

800 CA$

Lily Rudeychuk boasts an extensive background in finance and accounting, having held distinguished positions such as Controller at the Ontario Chamber of Commerce, Head of Finance at Perceptible Group, and Financial Accounting Instructor at both ABM and Trios College. Throughout these esteemed roles, she has cultivated a comprehensive expertise in financial management and reporting, becoming an invaluable contributor to key decisions related to strategic initiatives and operations. Lily's aptitude for directing and leading finance teams is further bolstered by her substantial experience in finance innovation.

As an educator, Lily has consistently received high accolades for her ability to foster a supportive and engaging learning atmosphere. Employing a diverse range of teaching techniques, she ensures that her accounting courses remain dynamic, inquiry-based, and captivating for her students. By incorporating real-world case studies, interactive discussions, and collaborative learning activities, Lily effectively combats the potential for monotony in her classroom.

In her philanthropic endeavors, Lily serves on the Board and as Treasurer for a prominent skills development organization, while also dedicating her time as a career mentor and coach. As a Chartered Professional Accountant (CPA), Lily resides in Toronto and continues to make a significant impact within her professional and volunteer capacities.

Training model: online

Course length: 7 weeks, 50h

Schedule: Tues and Thurs (6-8:30pm)

Dates: