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TRAINING

Complete Tasks Faster

 

Make training a high priority for your company with SWK, the only Sage reseller in the greater New York area that is a Sage Authorized Training Center. We offer targeted, web-based certification courses that work at the learner’s pace to cover everything your employees need to know to succeed with your software.

Business success relies on progress

 

Move On Up


  • ACCOUNTING COURSES

  • Sage 100 Core Accounting Bundle
  • Library Master – Intro & System Admin
  • General Ledger
  • Accounts Payable
  • Accounts Receivable
  • DISTRIBUTION COURSES

  • Distribution Bundle
  • Inventory Management
  • Sales Order
  • Purchase Order
  • SYSTEM, DATA & REPORTING COURSES

  • Data File Structures
  • Introduction to Crystal Reports
  • Crystal Reports – Beyond the Basics
  • Customizer
  • Visual Integrator
  • NEW! SAGE X3 COURSES!

  • Sage X3 Core Accounting Course
  • Sage X3 Payables
  • Sage X3 Billing and Receivables
  • Sage X3 General Ledger
  • Sage X3 Managing Customer Credit Limits Workshop
  • SAGE SELF-STUDY COURSES

  • REGISTRATION

  • TRAINING CENTER POLICIES


  • Questions?


    Contact Us





ACCOUNTING COURSES

We’re all about helping you get better. That’s why we offer several accounting courses:

  • Sage 100 Core Accounting Bundle
  • Library Master – Intro & System Admin
  • General Ledger
  • Accounts Payable
  • Accounts Receivable


Click on the links to the left to learn more.

Register



Sage 100 Core Accounting Bundle

The Core Accounting Bundle covers our four most popular accounting training courses. Over four consecutive days, you’ll attend classes covering:

  • Library Master – Intro & System Admin
  • General Ledger
  • Accounts Payable
  • Accounts Receivable

Learn more about each class by clicking on its link on the left.

Register



Important Information:

  • Product Line: Sage 100 (f/k/a MAS 90/200)
  • Course Level: Basic
  • Price: $1345.00
  • Intended Audience: Sage 100 users
  • Instructional Method: Internet-based / online classroom
  • Class Length: 4 days
  • Recommended CPE Credits: 30.0
  • Prerequisite: A general understanding of the Sage 100 system
  • Advanced Preparation: None




Library Master – Intro & System Admin

You’re on your way with this easy-to-follow introductory course that shows you how to navigate within your system. You’ll learn how to take advantage of your software’s power and usability with a keen understanding of topics and features such as customizing the Launcher, printing forms, security, creating a company, task menus, and Report Manager.

Register



Master These Functions:

  • Get to know the Sage 100 family of solutions
  • Learn how to use Launcher
  • Navigate in Sage 100
  • Understand the updating process
  • Take command with multi-tasking
  • Print reports and forms
  • Understand the File Menu options
  • Use online help with confidence


Important Information:

  • Product Line: Sage 100 (f/k/a MAS 90/200)
  • Course Level: Basic
  • Price: $395.00
  • Intended Audience: Sage 100 users
  • Instructional Method: Internet-based / online classroom
  • Class Length: 1 day
  • Recommended CPE Credits: 7.5
  • Prerequisite: None
  • Advanced Preparation: None




General Ledger

Save valuable time and enhance your productivity with these General Ledger skills that empower you to understand all setup options, define the chart of accounts, make journal entries, and generate standard and custom financial statements. This one-day course also explains other reporting options and relevant integration issues.

Register



Master These Functions:

  • Learn to exercise all of your General Ledger options
  • Properly maintain journals and the chart of accounts
  • Post journal entries quickly and precisely
  • Enter, review, and revise budgets
  • Print financial statements and audit reports
  • Define custom financial reports


Important Information:

  • Product Line: Sage 100 (f/k/a MAS 90/200)
  • Course Level: Basic
  • Price: $395.00
  • Intended Audience: Sage 100 users
  • Instructional Method: Internet-based / online classroom
  • Class Length: 1 day
  • Recommended CPE Credits: 7.5
  • Prerequisite: None
  • Advanced Preparation: None




Accounts Payable

In just one day, you’ll be able to take advantage of the power and usability of Accounts Payable module, with skills that will increase your productivity and save you valuable processing time. You will learn all of the important fundamentals of these applications, such as setup, entering vendor information, invoice entry, payment selection, and check printing, as well as reporting options and integration issues.

Register



Master These Functions:

  • Enter invoices and adjustments and update transactions
  • Select invoices for payment, automatically and manually
  • Print and enter manual checks
  • Close the period smoothly and efficiently
  • Learn how to use reports and inquiry options when tracking transactions


Important Information:

  • Product Line: Sage 100 (f/k/a MAS 90/200)
  • Course Level: Basic
  • Price: $395.00
  • Intended Audience: Sage 100 users
  • Instructional Method: Internet-based / online classroom
  • Class Length: 1 day
  • Recommended CPE Credits: 7.5
  • Prerequisite: None
  • Advanced Preparation: None




Accounts Receivable

Get on the fast track to learning important fundamentals such as setup options, entering customer information, invoice entry, and defining standard items and price levels. You’ll be amazed at how dramatically you can increase your productivity and save time processing.

Register



Master These Functions:

  • Understand each step for setting up the Accounts Receivable application
  • Enter invoices and adjustments and update transactions
  • Process cash receipts more quickly
  • Calculate finance charges and print statements with ease
  • Effectively use the reports and inquiry options when reviewing and tracking transactions


Important Information:

  • Product Line: Sage 100 (f/k/a MAS 90/200)
  • Course Level: Basic
  • Price: $395.00
  • Intended Audience: Sage 100 users
  • Instructional Method: Internet-based / online classroom
  • Class Length: 1 day
  • Recommended CPE Credits: 7.5
  • Prerequisite: None
  • Advanced Preparation: None




DISTRIBUTION COURSES

We’re all about helping you get better. That’s why we offer several distribution courses:

  • Distribution Bundle
  • Inventory Management
  • Sales Order
  • Purchase Order

Click on the links to the left to learn more.

Register



Distribution Bundle

The Distribution Bundle covers our three most popular distribution training courses. Over three consecutive days, you’ll attend classes covering:

  • Inventory Management
  • Sales Order
  • Purchase Order

Learn more about each class by clicking its link to the left.

Register



Important Information:

  • Product Line: Sage 100 (f/k/a MAS 90/200)
  • Course Level: Basic
  • Price: $1070.00
  • Intended Audience: Sage 100 users
  • Instructional Method: Internet-based / online classroom
  • Class Length: 3 days
  • Recommended CPE Credits: 22.5
  • Prerequisite: None
  • Advanced Preparation: None




Inventory Management

Successful inventory management starts with these important insights into setting up your inventory management system, including how to enter inventory items, kits, and transactions – and how to use these tools to count and update your physical inventory. To give you a well-rounded foundation of knowledge, we will also discuss integration issues and reporting options.

Register



Master These Functions:

  • Learn the features and setup for inventory management
  • Enter inventory items and kits
  • Enter transactions for inventory items
  • Effectively use the related tools for counting and updating inventory
  • Learn the steps for successfully closing a period


Important Information:

  • Product Line: Sage 100 (f/k/a MAS 90/200)
  • Course Level: Basic
  • Price: $395.00
  • Intended Audience: Sage 100 users
  • Instructional Method: Internet-based / online classroom
  • Class Length: 1 day
  • Recommended CPE Credits: 7.5
  • Prerequisite: None
  • Advanced Preparation: None




Sales Order

Now you can access the information you need, when you need it, for a smoother flow of Sales Order Processing. This targeted course focuses on setup, daily processing, reporting, and period-end processing. You’ll save time and money using these powerful features.

Register



Master These Functions:

  • Set up the module and integrate it with other modules such as Accounts Receivable, Purchase Order, and more
  • Create sales orders, including standard, master orders, repeating orders, and price quotes
  • Automatically and manually select orders for invoicing
  • Print sales reports and update Sales Order and General Ledger


Important Information:

  • Product Line: Sage 100 (f/k/a MAS 90/200)
  • Course Level: Basic
  • Price: $395.00
  • Intended Audience: Sage 100 users
  • Instructional Method: Internet-based / online classroom
  • Class Length: 1 day
  • Recommended CPE Credits: 7.5
  • Prerequisite: None
  • Advanced Preparation: None




Purchase Order

Learn how to learn how to keep more accurate records of important purchasing transactions, make better purchasing decisions, and access vital purchasing information when you need it. In just one day, you’ll be able to streamline your purchase order and payable entries operations with newfound knowledge about setting up the Purchase Order System, creating various purchase orders, receiving items, and learning different reporting and inquiry options for added efficiency.

Register



Master These Functions:

  • Learn how to set up the Purchase Order module and how it integrates with other Sage 100 modules
  • Create purchase orders, including master and repeating orders
  • Indicate goods to be drop-shipped to a customer
  • Generate a purchase order based on a sales order entered in Sales Order Processing
  • Receive items and quickly process invoices against a purchase order
  • Effectively use reports and inquiry options
  • Understand the File Menu options
  • Close the period in Purchase Order


Important Information:

  • Product Line: Sage 100 (f/k/a MAS 90/200)
  • Course Level: Basic
  • Price: $395.00
  • Intended Audience: Sage 100 users
  • Instructional Method: Internet-based / online classroom
  • Class Length: 1 day
  • Recommended CPE Credits: 7.5
  • Prerequisite: None
  • Advanced Preparation: None




SYSTEM, DATA & REPORTING COURSES

We’re all about helping you get better. That’s why we offer several System, Data, and Reporting courses:

  • Data File Structures
  • Introduction to Crystal Reports
  • Crystal Reports – Beyond the Basics
  • Customizer
  • Visual Integrator

Learn more about each class when you click its link to the left.

Register



Data File Structures

Get the necessary knowledge of the Sage 100 data-file structure so you can efficiently use Visual Integrator, Crystal Reports, and Visual PostMaster. Besides learning the directory structure, you will also become skilled in using TRSG to read file layouts, and in understanding how information is stored and updated to Sage 100 files. This is an essential class for developing the proper foundation needed for the successful use of other Sage 100 programs.

Register



Important Information:

  • Product Line: Sage 100 (f/k/a MAS 90/200)
  • Course Level: Basic
  • Price: $395.00
  • Intended Audience: Sage 100 users
  • Instructional Method: Internet-based / online classroom
  • Class Length: 1 day
  • Recommended CPE Credits: 7.5
  • Prerequisite: None
  • Advanced Preparation: None




Introduction to Crystal Reports

Maximize the value of your Sage 100 data in running your business. Learn how to link tables, sort, group, and select records, and create or produce presentation-quality reports that really stand out. Learn how to use basic formulas within your reports to calculate, evaluate, and manipulate data. You’ll be amazed at how quickly you can create your own reports based on your company’s unique reporting requirements.

Register



Master These Functions:

  • Maneuver freely in Crystal Reports
  • Determine the best tables to use in your reports
  • Create a report using a template
  • Group and sort records
  • Become skilled with the formatting options
  • Learn the user-defined parameters
  • Print and export smoothly


Important Information:

  • Product Line: Sage 100 (f/k/a MAS 90/200)
  • Course Level: Basic
  • Price: $790.00
  • Intended Audience: Sage 100 users
  • Instructional Method: Internet-based / online classroom
  • Class Length: 2 days
  • Recommended CPE Credits: 15
  • Prerequisite: None
  • Advanced Preparation: None




Crystal Reports – Beyond the Basics

Improve your ability to create customized reports that meet your unique business needs. You will learn how to use sub-reports and complex formulas to generate new reports or enhance existing ones. We’ll also discuss complex tables using various types of joins so you can fine-tune your skills even more.

Register



Important Information:

  • Product Line: Sage 100 (f/k/a MAS 90/200)
  • Course Level: Intermediate
  • Price: $850.00
  • Intended Audience: Sage 100 users
  • Instructional Method: Internet-based / online classroom
  • Class Length: 2 days
  • Recommended CPE Credits: 15
  • Prerequisite: Proof of attendance in an Introduction to Crystal Reports for Sage 100 training class and the Sage 100 Data File Structures training class, or take and pass the equivalent Sage assessment
  • Advanced Preparation: None




Customizer

Boost your daily productivity with this class that demonstrates how to create customized user-defined fields and user-defined tables, and modify screens to your specifications. Previously part of the Custom Office Class.

Register



Master These Functions:

  • Create customized user-defined fields (UDF)
  • Create user-defined tables (UDT)
  • Add new field objects to screens or modify existing fields
  • Validate a UDF to a UDT
  • Create buttons that can launch programs or scripts


Important Information:

  • Product Line: Sage 100 (f/k/a MAS 90/200)
  • Course Level: Advanced
  • Price: $395.00
  • Intended Audience: Sage 100 users
  • Instructional Method: Internet-based / online classroom
  • Class Length: 1 day
  • Recommended CPE Credits: 7.5
  • Prerequisite: None
  • Advanced Preparation: None




Visual Integrator

Learn to efficiently and accurately import and export data to and from Sage 100. With your newly acquired skills, you’ll gain deeper insights into your business and improve productivity.

Register



Master These Functions:

  • Use ODBC data sources
  • Import data into Sage 100 from other accounting sources
  • Define calculation expressions
  • Assign runtime variables
  • Create conditional expressions


Important Information:

  • Product Line: Sage 100 (f/k/a MAS 90/200)
  • Course Level: Basic
  • Price: $790.00
  • Intended Audience: Sage 100 users
  • Instructional Method: Internet-based / online classroom
  • Class Length: 2 days
  • Recommended CPE Credits: 15
  • Prerequisite: : Proof of attendance in the Sage 100 Data File Structures course
  • Advanced Preparation: None




NEW! SAGE X3 COURSES!

We’re all about helping you get better. That’s why we offer new Sage X3 courses:

  • Core Accounting Course
  • Payables
  • Billing and Receivables
  • General Ledger
  • Managing Customer Credit Limits Workshop

Learn more about each class when you click its link to the left.

*Note: For Core Accounting Classes: Payables, Billing and Receivables, and General Ledger, you can attend one day for $350, two days for $600, or get all three days of classes for only $775. (That’s only $259 per class for three days – more than 26% in savings overall!)

Register



Sage X3 Core Accounting Course

This Sage X3 Core Accounting course introduces you to all the accounting functions within your Sage X3 system, including:

  • Accounts Payable
  • Billing and Accounts Receivable
  • General Ledger

Learn more about each class when you click its link to the left.

Register



Important Information:

  • Product Line: Sage X3
  • Course Level: Basic
  • Price: $775
  • Intended Audience: Sage X3 users
  • Instructional Method: Internet-based / online classroom
  • Class Length: Twelve (12) hours, delivered in three, four-hour days
  • Prerequisite: None
  • Advanced Preparation: None


Sage X3 Payables

This half-day course focuses on accounts payable in your Sage X3 system. You’ll learn how to set up your suppliers and purchase invoices, and you’ll become familiar with the many methods Sage X3 offers for generating payments. By the end of this course, you’ll have the knowledge and skills you need to start sending payments immediately.

Register



Master These Functions:

  • Set up suppliers using stat codes and 1099s
  • Understand purchase invoice matching tolerances
  • Navigate invoice elements, misc. charges, and discounts
  • Use correct invoice types: Freight vs. supplier
  • Enter and use credits
  • Understand and use matching
  • Run payments from checks, wires, credit cards
  • Handle various check transactions: Manual checks, misc. checks, voiding a check
  • Run queries and reports


Important Information:

  • Product Line: Sage X3
  • Course Level: Basic
  • Price: $350 (Save when you bundle courses!)
  • Intended Audience: Sage X3 users
  • Instructional Method: Internet-based / online classroom
  • Class Length: Four (4) hours, 1:00 PM - 5:00 PM ET
  • Prerequisite: None
  • Advanced Preparation: None




Sage X3 Billing and Receivables

Master accounts receivable functions in your Sage X3 system with this intensive, half-day course. You’ll learn how to set up your customer invoices, including manual and sales invoices, and you’ll become familiar with the many methods Sage X3 offers for processing payments. By the end of this course, you’ll have the knowledge and skills you need to start accepting payments from customers immediately.

Register



Master These Functions:

  • Set up customers using stat codes
  • Generate invoices: sales and manual
  • Enter and use credits
  • Understand and use matching
  • Run payments from checks and wires
  • Utilize write-off codes
  • Enter and process misc. receipts
  • Run queries and reports


Important Information:

  • Product Line: Sage X3
  • Course Level: Basic
  • Price: $350 (Save when you bundle courses!)
  • Intended Audience: Sage X3 users
  • Instructional Method: Internet-based / online classroom
  • Class Length: Four (4) hours, 1:00 PM - 5:00 PM ET
  • Prerequisite: None
  • Advanced Preparation: None




Sage X3 General Ledger

You’re on your way with this half-day course that shows you how to set up, navigate, and optimize your Sage X3 general ledger. You’ll learn how to take advantage of your software’s accounting power by understanding dimensions, journal entries, stock and WIP accounting, month-end processing, and bank reconciliation.

Register



Master These Functions:

  • Set up your general ledger accounts
  • Determine your optimal dimensions
  • Create and access journal entries, inc. recurring entries
  • View and navigate stock and WIP accounting interfaces
  • Run month-end processing
  • Perform bank reconciliation
  • Run queries and reports


Important Information:

  • Product Line: Sage X3
  • Course Level: Basic
  • Price: $350 (Save when you bundle courses!)
  • Intended Audience: Sage X3 users
  • Instructional Method: Internet-based / online classroom
  • Class Length: Four (4) hours, 1:00 PM - 5:00 PM ET
  • Prerequisite: None
  • Advanced Preparation: None




Sage X3 Managing Customer Credit Limits Workshop

This half-day workshop intensive, Managing Customer Credit Limits, teaches you all you need to get started setting up customer credit limits, creating transactions, viewing and accessing on-hold and release batch functionality for customers, and running standard queries and reports for managing customer credit limits. The workshop will also include a discussion on credit-limit business processes.

Note: To complete this online workshop, attendees will need to have their own test environment. If you need assistance gaining access to or creating a test environment, please contact the instructor seven days prior to the workshop date.

Register



Master These Functions:

  • Set up customer credit limits
  • Understand reasons and best practices for credit-limit business processes
  • Create transactions and test transactions
  • Operate on-hold and release batch functions
  • Run standard queries, inquires, and reports for managing customer credit limits


Important Information:

  • Product Line: Sage X3
  • Course Level: Basic
  • Price: $350
  • Intended Audience: Sage X3 users
  • Instructional Method: Internet-based / online classroom
  • Class Length: Four (4) hours, 1:00 PM - 5:00 PM ET
  • Prerequisite: None
  • Advanced Preparation: Attendees must have their own test environment. If you need assistance with this, please contact the instructor seven days prior to the workshop date.




SAGE SELF-STUDY COURSES

Want to learn more about your Sage Software product in a class we don’t offer? Check out Sage University to see what’s new!





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