How to Automate Recurring Charges with Sage 300 ERP Accpac

Simplify your accounting by automating recurring charges

You probably knew that you could process all of your Accounts Receivable and Accounts Payable transactions in your Sage 300 ERP Accpac accounting system but did you know that you can automate and control reoccurring transactions with a few simple clicks?

Sage 300 ERP Accpac provides a “Schedule Form” option which can be used to define the various aspects of the process needed to customize A/R and A/P invoices for specific delivery times. Before getting started though, it is important to make sure the “Process Recurring Charges” option is selected in the Processing Tab under A/R Setup->Options.

Once this is done, it is time to set the actual Schedule Code. To do this, navigate through the index and go to Common Services Module -> Scheduling -> Schedules. When this window has been opened you will see the variety of features you can select to adjust the specifics of the reoccurring charge. This includes frequency range, reminder settings, start dates and other information relevant to the schedule’s naming.

Once you have your parameters set up to suit your organization’s A/R and A/P invoicing needs you’ll never need to worry about missing an invoice again as the automation features in the Sage 300 ERP Accpac system will be working for you.

Contact us to get all the features of Sage 300 ERP Accpac working for your business.