Banking Transactions in Sage 300 | Deposits Withdrawals Transfers Tutorial

Manage your business banking with ease in Sage 300 ERP 💻.
In this tutorial, we walk you through banking transactions in Sage 300, including:
✅ How to record deposits
✅ Processing withdrawals
✅ Managing bank transfers

Whether you’re a business owner, accountant, or finance manager, this step-by-step guide will help you understand how to handle bank transactions in Sage 300 Cloud (2024 version) quickly and efficiently.

📌 What you’ll learn:

Setting up banks in Sage 300

Recording deposits into selected accounts

Handling withdrawals and charges

Transferring funds between banks

Time Stamps :
00:00 - Introduction
00:14 - Common Services (Bank Services)
01:40 - G/L Entry
02:23 - Record Withdrawal
03:10 - Bank Transfer Entry
04:28 - Batch List

This video is perfect if you’re looking to simplify financial operations in Sage 300 and ensure your records are accurate.

👉 Don’t forget to like, share, and subscribe for more Sage 300 ERP tutorials on accounting, finance, and business management.