Stephen Smith's Blog

All things Sage 300…

Accounting in the Web with Sage 300

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We are just rolling out Sage 300 2016 which includes Web versions of Common Services, Bank Services, Tax Services, General Ledger, Accounts Receivables and Accounts Payables. The focus of this release isn’t on a new flashy portal with flashy KPIs (although we do have those) or other new technology enabled functionality. The focus is on the core Financial Accounting functionality; on entering financial accounting documents into the system and providing the key reports that go along with these.

This is the first of a series of releases that will translate the Sage 300 product line to a new Web based technology platform. It will move all the functionality of Sage 300 to this platform and use this new platform to add newer technologies and functionality.

This article is meant to give a quick overview and flavor for what you will see in our new Web UIs.

Common Services

A lot of Common Services are screens that enable functionality through the rest of the product. For instance the Optional Fields setup UI is present and is used to configure Optional Fields that then appear in so many other places. There are the usual basic common setup UIs for Company Profile and Calendar Services.


Bank Services is a part of Common Services and it provides a centralized place to manage your bank accounts. Reconcile bank statements and enter various bank related items like service charges. It also provides a common check printing UI for other applications to use when printing checks.


Tax Services is another part of Common Services that lets you configure your sales taxes in a single place and then they are used everywhere that involves sales taxes. You will see the full tax services support though out many Web UIs.


Sage Payment Solutions (SPS) is also configured from Common Services. We fully support Sage Payment Services for taking credit cards in A/R as part of this first release. We integrate to the Web versions of the SPS screens to take and process credit cards. As before no credit card information is stored in the Sage 300 database, its all handled by the SPS screens and saved in the SPS vault.


Although they aren’t supported by their own screens there is a lot of common functionality that goes across all the modules like Import/Export, Finders and processing custom Crystal reports. These are all present in the new Web UIs as well.

All these screens fully support multi-currency and fully honor Sage 300 security.

General Ledger

This module offers all the standard G/L screens. From here you can define your G/L Account structure, create and maintain your G/L Accounts and enter your G/L Journal Entries. Generally everything is G/L is based on fiscal year and period (which we provide a specialized control to enter) and allows you to follow GAAP rules exactly.


Accounts Receivable

Here you have all the screens to setup and maintain you’re A/R sub-ledger. You have screens to enter and maintain Customers. There are the main document entry screens of Invoice Entry and Receipt Entry. There is integration to SPS for credit card transactions. There is retainage accounting, optional fields, sales tax calculations and all the rich functionality you are used to.


Accounts Payable

Here you have all the screens to setup and maintain you’re A/P sub-ledger. You have screens to enter and maintain Vendors. There are the main document entry screens of Invoice Entry and Payment Entry. You can track vendor account and transaction details on screen and on printed reports. Accounts Payable produces the reports you need to avoid late payment charges, secure vendor discounts, and match cash requirements to cash resources. There is tight integration to Bank for printing and tracking checks.



Hopefully you will try out our new Web technology for the Sage 300 UIs. This moves Sage 300 to a fully supported technology platform that continues to evolve quickly. This first release offers lots of functionality across all of Financial Accounting with new releases coming quickly to provide the rest.

If you remember our last UI transition from CA-Realizer to VB6, you will see that this one is happening at a much quicker pace.

Since the Business Logic is still the same as the existing product, you know that this is a very full featured and robust set of accounting functionality that has been in use at a great many companies for quite a few years now.

For more information check out the online help at:



9 Responses

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  1. […] Introduction We are just rolling out Sage 300 2016 which includes Web versions of Common Services, Bank Services, Tax Services, General Ledger, Accounts Receivables and Accounts Payables. The focus…  […]

  2. […] Accounting in the Web with Sage 300 […]

  3. […] had a chance yet to get into the internals of how they work. We’ve released the Web UIs for the Financial Modules and will be releasing the Operations Modules early in 2016. With these we will be releasing our SDK […]

  4. Hi Stephen, I just installed the web screens. I was really excited that these screens would usher in some new features that have been lacking from the VB screens. Unfortunately I am greatly disappointed. For example, it’s still not possible to sort by clicking on column names in the account lookup screen. Surely this new platform can do that right? Also, when entering account numbers into a journal it doesn’t automatically bring up matching account numbers which I thought would also be possible. Another feature would be the ability to insert a new line into a journal wherever you want it rather than having it always be at the end. Any idea if any of these features will be added later?

    Andy Bruner

    November 18, 2015 at 8:31 pm

    • I was mistaken on one point. You can insert a line into a journal. That’s good.

      Andy Bruner

      November 18, 2015 at 8:50 pm

    • The first version was aimed to arrive at par with the VB screens without adding much. Keep in mind that we have customers with multi-terabyte databases now. Sorting on any given column isn’t always practical and can be quite slow. I think the answer is more to your other point of adding Google like search for type ahead prediction and fuzzy searching which we are working on.


      November 19, 2015 at 7:24 pm

  5. […] my last posting I showed how to quickly create an empty Sage 300 Web UI by running our two new wizards from Visual Studio. In this article we’ll look at how to add some […]

  6. […] week we talked about adding UI controls to our Web UI project. In the early days of the Web, this would be all you needed to do. The user would just […]

  7. […] the Web UIs we want to do similar processing since we want to re-use the tried and true Sage 300 Business […]

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