Global Search screen shot

Sage 300 2019

Global Search

Type a name, description, number, or code in Global Search to quickly find transactions or records in your database. You can search for people, companies, transactions, accounts, and many other types of records. Now you can google your accounting system.

Support for E-Invoicing

Added support for E-Invoicing via PEPPOL (receiving) in the Document Processing Service in Payables Workflow. Allow suppliers to add invoices for you to approve, without having the enter the data, saving time and increasing accuracy.

Quick Review for Payables Workflow approval console

This screen can be opened by clicking the Quick Review button, The screen shows key information fields and the invoice side by side, saving time for more important work.

Export Declaration Number field

In Accounts Receivable and Order Entry, you can now enter export declaration numbers for individual invoice details.

Tax Reporting programs for Australia and Singapore

If you report taxes in Australia or Singapore, new programs are available to help you gather and prepare information that you need for tax reporting.

Reverse Charges

In Tax Services, you can set up reverse charges (also called customer accounting or self-assessed taxes) for purchases.

Withholding Taxes

In Tax Services, you can set up withholding taxes for purchases.

Workflow In-process Emailing

Reduce workflow approval processing time by turning off in-process emailing on the PW Options screen and use server emailing service.

Funds Availability pop-up screen

Updated the Requisition Entry and Approval Console screens to use the new pop up forms released in Funds Availability.

Multichannel Document Processing Service

Added support for multichannel Document Processing Service invoice processing.

Multiple receipts

Multiple receipts to a single Payables Workflow-Purchase Order Invoice.


To find out more about these features or to plan an upgrade just contact us.

Workflow Document Exporter

Payables Workflow has been providing control of your payment cycle by ensuring all supplier invocies are approved by managers before they are posted to Accounts Payable.

As a payment authoriser you know all the invoices are approved for payment, but you want just one last look before the payment is sent.
Maybe the second authoriser is outside the finance team and wants to know what they are approving. 

Need one last look at supplier invoices before payment?

WD Exporter

The latest update to Workflow Documents (the module that stores the documents for Payables Workflow) brings the ability to export documents in bulk into a single location. The documents can then also be reviewed by someone without access to Sage 300.

How does is work?

Accsys Consulting can provide an add on screen in Sage 300 that exports all documents for a payment batch or exports all documents for a supplier within a data range.

Save time and effort by browsing the files in the folders and previewing or opening them without having to drill down through transactions.

Functionality

Users can select the folder where documents are exported and if they want a folder for each invoice or all invoices in one folder.

  • Folders are named with the Vendor Code and Document Number the exported files have the original name when attached to the Invoice for approval.
  • If all files are in a single folder the original file names are prefixed the Vendor Code and Document Number.

The exported documents will be ordered in the same order as the invoices appear for payment when using generate payments.

How do you get it

If you are on Sage 300 2019 or higher with Workflow Documents Product Update 1 Revision 1 or higher, we can install the new screen. Contact us to ask for pricing.

If you are on an eairler version of Sage 300 with Workflow Documents we can upgrade your Sage 300 to the latest verison and add the screen at the same time.

Contact Us

Either call us on 02 6282 3300 or send the form below and we will contact you.