TrustRadius: an HG Insights company

Sage 300

Score7.4 out of 10

77 Reviews and Ratings

What is Sage 300?

Sage 300 (formerly Sage 300 ERP) is a business management solution that includes strong accounting and financials, as well as multi-currency and multi-language capabilities. Built on accounting best practices, users will be able to track, control, and plan the financial health of their business.

Categories & Use Cases

Top Performing Features

  • Role-based user permissions

    Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

    Category average: 8.8

  • Accounts payable

    This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

    Category average: 8.7

  • Accounts receivable

    This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

    Category average: 8.7

Areas for Improvement

  • Order Orchestration

    Define and execute order fulfillment processes for products as well as services on the same order.

    Category average: 7.8

  • End-to-end order visibility

    Get updates on orders, inventory, shipments, planned supply, and invoices, and improve the quality of decisions through in-context analytics

    Category average: 8.1

  • Order exception Resolution

    Monitor fulfillment tasks and resolve issues, view and evaluate varios options via what-if analysis and define and enforce change order rules

    Category average: 7.4

Sage 300 Feedback

Use Cases and Deployment Scope

We use it for First Nations Indigenous clients across Canada. This helps maintains program fund surplus balances and the ability to build out projects for more complex reporting needs

Pros

  • Fund Reporting
  • Payroll processing
  • Project set up
  • Importing different types of data types

Cons

  • Faster processing features for adjustments
  • Ability to edit transactions posted if period is open
  • Feed bank feeds
  • Bank rec glitches with system balances and scrolling down is quiet slow

Return on Investment

  • It helps us support a large portion of our clients

Usability

Alternatives Considered

Sage Intacct, QuickBooks Desktop Enterprise, QuickBooks Desktop Premier, QuickBooks Desktop Pro, Sage 500 ERP, Sage 50cloud Accounting, Xero and Adagio Operational Suite

Other Software Used

Sage Intacct, Sage 50cloud Accounting

Good system if you already have it, doesn't worth the investment as a new system.

Use Cases and Deployment Scope

It's our accounting system for book keeping. It's not useful for financial reporting. We have about 18 users using it, between people who enter data and people who are a view only users.

Pros

  • General ledger
  • Trial balance

Cons

  • Old system, better to upgrade

Return on Investment

  • We have been using it for 20 years, so the ROI is pretty good

Alternatives Considered

QuickBooks Online, Vena and Sage Intacct

Other Software Used

Vena

Love it!!

Pros

  • Reduces Errors
  • Faster Productivity
  • Reports
  • Managing Money

Cons

  • More training
  • Slacking a little on Reports
  • Cost

Return on Investment

  • User Friendly
  • Great comparison of the budgets in every area
  • Good Security Features

Alternatives Considered

Kareo Practice Management, Kareo Medical Billing, Practice Fusion and athenaCollector

Other Software Used

athenaCollector, Dentrix

Usability

Long Time Sage/Accpac Clients

Pros

  • Payroll is strong - very happy with integration with our scheduling software for EMS as well as the salaried employees.
  • The reporting, though sometimes cumbersome to set up - is strong once it is in place.
  • The G/L is accessible by all upper management - and used to see how close to the budget each area is.

Cons

  • Little things, like changing the company name - are more difficult than we would like (We used to be MSDSSAB but legally shortened it to MSDSB).
  • A management financial reporting tool with live access - to premade reports - without paying an arm and a leg would be appreciated.
  • More training opportunities in local areas - or nearby - would be appreciated...

Return on Investment

  • Hard to say - Accpac (in one form or another) is all we have ever used, thus there is no real comparison to make to show impact vs another application.
  • Sage 300 ERP is the backbone of our organization - efficiently dealing with payroll and budgets in excess of 30 million dollars per year.

Other Software Used

Microsoft Office 365, Slack, Adobe Acrobat DC, Adobe Illustrator CC, Yardi Property Management

Satisfied Client

Pros

  • Generally very user-friendly.
  • Good reports in AP and AR.
  • Adequate financial reporting.

Cons

  • Basic functionality in AP. Can not add second default GL account code in vendor setup.
  • AR invoicing is limited to field size in the description. Clients have asked for more details in certain cases.
  • Context help is not very detailed.

Return on Investment

  • Good overall value. The ongoing investment has been reasonable.

Other Software Used

Microsoft Office 2016, Ceridian Dayforce, Adobe Acrobat DC