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Sage 300 ERP – Tips, Tricks and Components

Explore the world of Sage 300 with our insightful blogs, expert tips, and the latest updates. We’ll empower you to leverage Sage 300 to its fullest potential. As your one-stop partner, Greytrix delivers exceptional solutions and integrations for Sage 300. Our blogs extend our support to businesses, covering the latest insights and trends. Dive in and transform your Sage 300 experience with us!

Account Balances widget in sage 300 web screen

By Greytrix | February 26, 2021
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Sage 300 Web Screens have amazing features which makes your work super easy, web screen has many inbuilt widgets which users can use to make their work easy and everything on fingertip. There are several widgets in sage 300 web screen, we are going to talk about a widget called ‘Account Balances’ which is used to check balances of accounts in sage 300.

New Stuff: Global Search feature Issue in sage 300 Desktop

In this blog we will show how to configure ‘Account Balances’ widget in sage 300 web screen and how to use it to check the balance of the accounts in sage 300.

To add ‘Account balances’ widget in sage 300 web screen, go to home page of web screen and click on ‘add widgets’ option as shown in below screen shot.

Add widget

Once you click on ‘add widgets’ option it will open a list of all the available widgets from which you need to choose ‘Account Balances’ widget as shown in below screen shot.

List

From the list of all the widgets check ‘Account Balances’ check box and it will immediately get added on the home page of sage 300 web screen as shown in below screen shot.

Account Balance widget

Once the widget is added on the home screen now you can start using it, if you need to check balance of any account which is added in sage 300 you can directly find it on home screen.

In this way a user can add ‘Account balances’ widget in sage 300 web screen home and start using it to view the balance of any account.

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Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.

Greytrix offers unique GUMU™ integrated solutions of  Sage 300 with Sage CRM, Salesforce.com, Dynamics 365 CRM and Magento eCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services and integration services for applications such as POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP and for Sage 300c development services we offer, upgrades of older codes and screens to new web screens, latest integrations using sData and web services  to Sage business partners, end users and Sage PSG worldwide. Greytrix offers 20+ addons for Sage 300 to enhance productivity such as GreyMatrix, Document Attachment, Document Numbering, Auto-Bank Reconciliation, Purchase Approval System, Three way PO matching, Bill of Lading and VAT for Middle East. The GUMU™ integration for Dynamics 365 CRM – Sage ERP is listed on Microsoft Appsource with easy implementation package.

For more details on Sage 300 and Sage 300c Services, please contact us at accpac@greytrix.com, We will like to hear from you.

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Category: Sage 300 Tags: account balance, sage 300 2020.1, Sage 300c, Sage 300c Web screen, Widgets
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