Overview
What is Sage 300?
Sage 300 (formerly Sage 300 ERP) is a business management solution that includes strong accounting and financials, as well as multi-currency and multi-language capabilities. Built on accounting best practices, users will be able to track, control, and plan the financial…
Love it!!
It helps with productivity
Long Time Sage/Accpac Clients
The Cloud is Better!
Sage 300 ERP is a steady, solid software
Satisfied Client
- Financial Reporting and Budgeting are tracked through the General Ledger module.
- All vendor …
Sage 300 Review
Sage 300 ERP reviewed by a certified professional who also uses the product for business
First-time caller, long-time user
Inside Sales
Sage 300 a great product for Canadian orginizations
Satisfied
Sage 300 ERP review
Sage, solid and dependable
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Popular Features
- Accounts payable (20)4.040%
- Accounts receivable (19)4.040%
- Bank reconciliation (19)2.121%
- Standard reports (19)1.111%
Reviewer Pros & Cons
Pricing
Sage 300 ERP Standard
$1,655
Sage 300 ERP Advanced
$1,665
Sage 300 ERP Premium
$1,665
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Demos
TechUP Friday! Webinar (Accounting Management System) – Demo by Acsolv Consult
Sage 300cloud Demo: Introduction to Sage 300
Features
Payroll Management
Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.
- 2.1Pay calculation(10) Ratings
Pay calculation provides for computation of employee pay with state and federal deductions.
- 2.1Benefit plan administration(5) Ratings
Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.
- 1Direct deposit files(10) Ratings
Direct deposit is the ability to electronically transfer pay to an employee’s personal bank account.
- 1.1Salary revision and increment management(8) Ratings
Salary revision is the ability to modify individual employee pay.
- 1.1Reimbursement management(7) Ratings
Reimbursement management provides cash reimbursement for employee expenses related to business travel or other.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 1.1API for custom integration(8) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
- 3Plug-ins(10) Ratings
A number of third-party plug-ins are available to expand the core functionality of the software.
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
- 3Single sign-on capability(13) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 4Role-based user permissions(17) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Reporting & Analytics
Users can report on and analyze usage, performance, ROI, and/or other metrics of success.
- 1.1Dashboards(8) Ratings
Users can create, customize and share dashboards, which provide an overview of the most important metrics.
- 1.1Standard reports(19) Ratings
The software offers pre-built reports with metrics standard to the category.
- 1.1Custom reports(17) Ratings
Users can create custom reports.
General Ledger and Configurable Accounting
Financial management solution, including capabilities for general ledger and configurable accounting
- 4Accounts payable(20) Ratings
This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.
- 4Accounts receivable(19) Ratings
This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.
- 1.1Cash management(12) Ratings
The software provides a complete picture of a company’s cash flows, streamlines payment processing, and includes cash forecasting.
- 2.1Bank reconciliation(19) Ratings
The software connects to a company’s financial institutions in order to reconcile accounting records with checking, savings and credit card accounts. Often month and year closing capabilities are included.
- 1.1Expense management(11) Ratings
The software can log and track business expenses and reimbursements, including travel-related expenses, with the ability to tie them to particular projects.
- 1.1Time tracking(5) Ratings
The software can track billable and non-billable employee time by project.
- 3Fixed asset management(6) Ratings
This includes the ability to track fixed assets (e.g., laptops), including location, check-in and check-out, maintenance scheduling, audit history, specialized property tax period reports, cost and depreciation.
- 1Multi-currency support(10) Ratings
The software supports transactions across multiple currencies.
- 3Multi-division support(9) Ratings
The software is flexible and supports bookkeeping practices along multiple dimensions such as locations, branches or products.
- 1.1Regulations compliance(8) Ratings
The software helps users adhere to typical accounting standards and regulations such as IFRS, GASB, or GAAP.
- 4Electronic tax filing(7) Ratings
The software provides a full electronic interface for the filing of repeatable taxes, such as payroll or sales tax.
- 1Self-service portal(7) Ratings
The software provides online portals for certain stakeholders to find information relevant to them, such as employees, vendors and customers.
- 1Global Financial Support(3) Ratings
Account using multiple ledgers, multiple currencies, and multiple entities
- 1.1Primary and Secondary Ledgers(4) Ratings
Record and report across multiple currencies and accounting standards with primary and secondary ledgers
- 2.1Intercompany Accounting(6) Ratings
Automatically balance and reconcile GL for intercompany transactions
- 1.1Localizations(4) Ratings
Meet reporting requirements with country-specific localizations
- 4Journals and Reconciliations(8) Ratings
Automate and synchronize ledgers and processes
- 1.1Enterprise Accounting(5) Ratings
Create accounting for disconnected ERP and non-accounting source systems
- 1.1Configurable Accounting(6) Ratings
Configure accounting rules and segments for each chart of accounts
- 1.1Centralized Rules Framework(4) Ratings
Integrate disparate ERP and transactional systems into single ERP instance
- 1.1Standardized Processes(6) Ratings
Centralize financial management to facilitate standardized financial processes
Inventory Management
The ability to track and manage the flow of goods or materials into and out of an inventory.
- 1.1Inventory tracking(12) Ratings
The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.
- 1.1Automatic reordering(6) Ratings
The software can be set up to automatically reorder a good when it falls below a certain threshold.
- 1.1Location management(10) Ratings
The software can track multiple goods across multiple locations.
- 1.1Manufacturing module(7) Ratings
The software helps track and manage raw materials, work-in-progress items, and finished goods.
Order Management
The ability to process orders, and track them from quote to cash.
- 1.1Pricing(10) Ratings
Users can set up complex and unique pricing requirements.
- 1.1Order entry(12) Ratings
Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.
- 1.1Credit card processing(7) Ratings
The software facilitates credit card processing.
- 1.1Cost of goods sold(11) Ratings
The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.
- 1.1Order Orchestration(2) Ratings
Define and execute order fulfillment processes for products as well as services on the same order.
- 1.1End-to-end order visibility(3) Ratings
Get updates on orders, inventory, shipments, planned supply, and invoices, and improve the quality of decisions through in-context analytics
- 1.1Order exception Resolution(3) Ratings
Monitor fulfillment tasks and resolve issues, view and evaluate varios options via what-if analysis and define and enforce change order rules
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Sage 300?
Sage 300 Features
- Supported: Multilingual Support
- Supported: Multi-Currency
- Supported: Visual Process Flows to Customize Workflow and Speed Up Learning
- Supported: Multi-Database
- Supported: Customization including VBA Macros
- Supported: Strong integrations to other Sage products and complete SDK for third party products
- Supported: Strong Inventory for distribution and light manufacturing
Sage 300 Video
Sage 300 Integrations
- Sage CRM
- Spoom
- Promys Enterprise PSA
- CIS Configurator
- GlobalCapture from Square 9
- Service Manager (Technisoft)
- AutoSimply (AutoSimply)
- Orchid Software Solutions (multiple prodcuts)
- Avalara AvaTax
- PrintBoss (Wellspring)
- Audit Logger (Pacific Technology Solutions)
- Workflow Documents (Pacific Technology Solutions)
- Cashbook (Perisoft)
- RecXpress (Perisoft)
- EFT Processing (Orchid Systems)
- KnowledgeSync (KnowledgeSync)
- InfoPOS (InfoCentral)
Sage 300 Competitors
- Infor ERP
- Microsoft Dynamics GP
- Microsoft Dynamics SL
- Sage Intacct
- NetSuite ERP
- Microsoft Dynamics 365 Business Central
- Microsoft Dynamics 365 for Finance and Operations (formerly Dynamics AX)
- Microsoft Dynamics
Sage 300 Technical Details
Deployment Types | On-premise |
---|---|
Operating Systems | Windows |
Mobile Application | Apple iOS, Android |
Supported Countries | Sage 300 ERP is a global product |
Supported Languages | English, French, Spanish, Chinese |
Frequently Asked Questions
Comparisons
Compare with
Reviews and Ratings
(76)Attribute Ratings
Reviews
(1-20 of 20)- General ledger
- Trial balance
- Old system, better to upgrade
Love it!!
It helps with productivity
- Reduces Errors
- Faster Productivity
- Reports
- Managing Money
- More training
- Slacking a little on Reports
- Cost
The security features allow you to fine tune the permissions for the end users so that they cannot see data that you do not want them to see. It is great with Financial Planning and Management.
Bills all of our customers.
Long Time Sage/Accpac Clients
- Payroll is strong - very happy with integration with our scheduling software for EMS as well as the salaried employees.
- The reporting, though sometimes cumbersome to set up - is strong once it is in place.
- The G/L is accessible by all upper management - and used to see how close to the budget each area is.
- Little things, like changing the company name - are more difficult than we would like (We used to be MSDSSAB but legally shortened it to MSDSB).
- A management financial reporting tool with live access - to premade reports - without paying an arm and a leg would be appreciated.
- More training opportunities in local areas - or nearby - would be appreciated...
The Cloud is Better!
- Subscription based pricing - this is great because it's a pay as you go model
- Integration - Sage 300cloud offers numerous integrations with other apps
- UI - A more modern approach with better looking screens
- Job Integration - Sage 300cloud doesn't offer the ability to track time against jobs
- Time Tracking - Sage 300cloud doesn't offer an easy way to track time in the field
- Reporting - Sage 300cloud lacks on reporting
Sage 300 ERP is a steady, solid software
- User-permissions and restrictions by role or individual.
- 3rd-party add-ons for document management or purchase order systems.
- The availability to alter/add fields in various menus.
- The user interface is not very exciting, and kind of plain.
- Some canned reports are lacking. We have had to have a few custom ones built.
Satisfied Client
- Financial Reporting and Budgeting are tracked through the General Ledger module.
- All vendor payments are made using the Accounts Payable module including the EFT processing module.
- All client invoicing are made using the Accounts Receivable module.
- Company Profile is set up in Common Services.
- Our organization interfaces data from other systems to coordinate with the modules in Sage 300 ERP.
- Generally very user-friendly.
- Good reports in AP and AR.
- Adequate financial reporting.
- Basic functionality in AP. Can not add second default GL account code in vendor setup.
- AR invoicing is limited to field size in the description. Clients have asked for more details in certain cases.
- Context help is not very detailed.
Sage 300 Review
- The installation directions are clear and easy to follow.
- The ability to import and export data is also easy allowing you to perform mundane tasks easily and efficiently.
- The security features allow you to fine tune the permissions for the end users so that they cannot see data that you do not want them privy to.
- The interface can be a bit tricky sometimes as you have to use Tab to move from one field to the other. It would be nice if they indicated that on the page or if you could simply use the enter key.
Sage 300 ERP reviewed by a certified professional who also uses the product for business
- Purchase orders and their approval
- Inventory moment
- Financial reporting
- More add-on products from partners to meet different requirements for business
- Optional field SQL database design - when designing a report with 2 or more optional fields at one area
First-time caller, long-time user
- Track Job costs at a detailed lelel
- Pay our construction vendors
- Bill our customers
- Old database structure
- They lag behind in project management features, such as RFI, and submittals
- Developing new features in the Job cost module
Sage300 ERP integration with ProCore
Inside Sales
- Creating order entry from our quoting, as well as creating a PO form order entry
- Handling the Dual Currency
- Linking of quote, order entry and purchase order to an item, being able to see what quote, orders and PO has been place on this item
- Customer with multiple A/R address
- Reports are overdone - too much information and you can edit the reports
- Inventory items tracking
Sage 300 a great product for Canadian orginizations
- Revenue Recognition - Allows us to recognize revenue on software sales when it is earned rather then when it is received.
- Dashboards - Allows us to see how the business is doing anytime we want in real time
- Remote Access - web based so we can access software from smart phones and laptops and are not in the office. Can get info when we need it.
- Reporting - Excellent reporting capabilities both financial, management and adhoc capabilities, allows reporting with other non Sage 300 databases as well
- CRM - allows sales and accounting and sales and production to communicate easier and we have better monitoring of sales, marketing and customer service activities
- Sage needs more of it functionality to be web based so all features can be accessed remotely
- Could use a cosmetic face lift some of the interface is a little old school
Satisfied
- I love being able to import journal entries into Sage and complete duplicate entries.
- I like being able to export all reports to Excel.
- It would be nice if Sage offered a way to scan in documents.
- When Accounts Payable transfers to the General Ledger it would be nice if it would show the vendor name in the General Ledger entry line.
Sage 300 ERP review
- Overall ease of use and intuitive navigation - minimal training has been required to use the system efficiently and effectively
- Customer Inquiry - quickly see outstanding documents and drill down on any item (open or paid) to find the information you need
- Most reports are easy to export into a workable Excel format using the Excel - data only or csv file format.
- There are many options for setting customer pricing, but I would like to be able to show a list price, discount, and net invoice price on the customer invoice and also reflect this in the O/E sales history report. Related to this, in the general ledger, I would like to report the gross sales in one G/L and the discount in a separate G/L account. Currently, only the net sell price is recorded in the general ledger and shown on the O/E sales history report.
- It would be nice to be able to tag or link files to transactions.
- Many of the inventory control reports take a long time to run. This can be painful when trying to investigate issues.
Sage, solid and dependable
- Excellent customer inquiry - re: sales, receipts, credit history
- Very good Business Intelligence module
- Excellent financial statement reporting
- The UI is a bit tired - this area should be updated
- The Crystal reports are difficult to work with and modify
Review of Sage 300 ERP
- Sage is easy to use and once familiar with one module, it is relatively simple to learn another as the "logic" is very similar for any level of user.
- The Ops Inquiries make it very fast and easy to answer questions immediately on inventory items from customers and warehouse staff.
- The GL module follows accounting principles well as opposed to other software products that are geared towards non-accountants.
- The only downside I find with Sage is the report exports into Excel. They can be unwieldy with many merged cells and numbers that come across as text.
- The export function into Excel needs to be in more recent formats.
Grow or die.
- We try to keep avenues of communication open and as close to real time as possible with our associates and customers. Having the modules and flexibility for report customization helps tremendously.
- We do not utilize CRM as much as we should and it is mostly our fault.
Improved
- Intelligence Reporting Report Designer Add-In is most helpful. Financial Statement preparation is more flexible and streamlined since we began using it.
- Accounts Receivable Invoicing using the Purchase Order module has significantly saved time. A helpful custom report was designed for us in Sage Intelligence.
- Bank Services helps us keep more current on our bank reconciliations.
- Although I do like the Bank Reconciliation module, I wish it was a bit more advanced and less clunky. Some transactions cannot be reversed and the module seems slower than others.
- When using copy and paste on all modules, sometimes I receive an error message and the program closes.
Manufacturing company review.
- Sage 300 ERP is user friendly for data entry. All screens can be formatted to meet our needs. I have worked with several different accounting software and Sage is the best one I have used. The help section is very easy to follow and Sage has a good support system.
- The Payroll module is very easy to use and the updates that Sage provides are always timely. The reporting for monthly, quarterly and year end reports for Payroll Taxes give you all the answers you need to file accurate reports to the Federal and State governments.
- The Bank Service module allows you to reconcile bank statement with ease. Reconciling three bank statements takes about 30 minutes to an hour to complete.
- Sage payroll does not automatically figure the overtime rate. The overtime rate must be keyed in manually.
- In Accounts Receivable, when applying a credit card, you must add the entry then return to the entry to charge the credit card.
Sage 300 review
- Easy to use.
- Great reporting with the addition of the Sage Intelligence Products you can slice and dice your financial information in any way you want it
- Integrates with Sage CRM to provide salespeople with up to the minute information on customer accounts.
- We are currently on 6.0, but I understand with the newer releases, Sage has incorporated Matrix payroll for filing reports. As we are also a reseller, several of our clients have upgraded to this, but were not fully aware of the costs involved. Need better communication.