Video Library

Our April 2026 webinar showed how Orchid's Sage 300 Add-ons can automate reporting, multi-company tasks, and other recurring processes.

00:00 Introduction
02:36 Process Scheduler – Overview & What’s New
05:02 Process Scheduler across multiple companies
12:19 Report Runner with Process Scheduler
28:44 Extender Scripts with Process Scheduler
32:16 Demo Introduction
33:40 Demos: Sales Orders, POs, AR Customer alerts & workflows
42:07 Review & Closing Remarks

Watch our presentation on TeamWork for Sage 300, focusing on Alerts & Exception Management, to the Sage 300 Action Group (on 13-Feb-2026).

00:00 Introduction & Overview
04:19 What is TeamWork?
06:26 Demo 1: O/E Shipment alerts & POD
13:46 Demo 2: A/P Vendor Bank change alerts
18:00 Demo 3: GL Journal monitor & chat
23:12 Review & Closing Remarks

Our March 2026 release of EFT Processing for Sage Intacct introduces a range of new features, including EFT file upload via SFTP, all explained and demonstrated in this webinar.

00:00 Introduction & Overview
04:50 Upload EFT files to an SFTP site
09:27 Permissions for EFT Processing
13:14 Selecting Payment Methods on EFT Bank
15:27 Masking EFT Details
18:09 Importing EFT Banks
22:23 New columns for easier filtering
26:34 French Translation
29:46 Review & More Info

Our February 2026 webinar demonstrated how TeamWork alerts can support management by exception with Sage 300, helping you stay informed, act faster, and keep your business running smoothly.

00:00 Introduction & Overview
04:58 About TeamWork & Alerts
07:24 Demo: Sales Order alerts
12:48 Demo: POD Management
17:42 Demo: Vendor Bank change alert
21:45 Demo: Payment Terms change alert
26:16 Demo: GL Journal monitor & chat
30:32 Next Steps & Closing Remarks

Cette video présente les principales functionalités de EFT Processing pour Sage Intacct par Orchid Systems pour gérer les prélèvements des comptes clients (SEPA Direct Debit).

0:00 Aperçu
05:14 Démonstration - Création d'un fichier de prélèvements SEPA Direct Debit
10:37 Options de configuration

Our January 2026 webinar explored selected features and configuration options for Orchid's EFT Processing for Sage 300 and answered some common support questions.

00:00 Introduction & Overview
03:09 What’s New?
03:50 User Journey & Implementation best practice
10:07 Understanding EFT Formats
19:14 Common Support Questions
19:45 Using Clearing Banks
22:57 Using SFTP to upload EFT Files to the bank
26:51 Emailing with Office 365
29:52 EFT Web Screen troubleshooting
31:37 EFT Approvals (EFT Options & Security Groups)
35:22 EFT Approvals (with Extender)
39:20 Encryption of EFT Files for added security
 

Dans cette video, Orchid vous présente EFT Processing pour Sage Intacct pour payer vos fournisseurs par transferts électroniques dans le format requis par votre banque (SEPA, paiements internationaux, par exemple ISO20022).

0:00 Aperçu
05:12 Démonstration
10:22 Options de configuration

Our December 2025 webinar provided tips on upgrading to Sage 300 v2026, summarised 2025 product enhancements, and looked ahead to 2026.
00:00 Introduction & Year in Review
02:31 v2026 Upgrade Tips
07:27 New Features & Tips by Product
07:31 EFT Processing
14:22 Information Manager
22:23 Extender, Workflow & TeamWork
28:46 Process Scheduler
34:33 Inter-Entity Txns & Trade
38:03 Return Material Authorizations (RMA)
40:26 Bin Tracking 
42:16 2026 Product Roadmap
44:01 Closing Remarks

Our November 2025 webinar covered several scenarios illustrating how Orchid's Bin Tracking for Sage 300 can increase the efficiency and productivity of inventory operations.

00:00 Introduction to Bin Tracking (BT) 
02:04 Demo preview & BT resources summary 
05:01 New default for BT Stock Take postings 
07:35 BT Logging (with Extender) 
13:00 BT Approvals (with Extender Workflow & TeamWork) 
20:03 Approve/Notify IC/OE/PO Txns before Bin Transfer (with TeamWork) 
25:31 Creating IC Txns using A/C Chat together with TeamWork 
30:42 More Info & Closing Remarks

Our October 2025 webinar demonstrates how to exercise maximum control over your product return processes using Orchid RMA's built-in security and tracking features, enhanced by multi-level approval workflows.

00:00 Introduction & Overview
04:14 Sage 300 Security Roles & RMA
06:13 RMA Authorizations to override validations
11:43 RMA & Extender (Logging & Approvals)
14:36 RMA Logging & Alerting
18:20 Multi-Level RMA Approval Workflows
31:59 More Info & Closing Remarks

Learn how to install TeamWork components, use the Workflow Rules Engine to configure a workflow template, and get up and running with TeamWork for Sage 300.

00:00 Introduction & Overview
05:18 How to get started
06:39 Installation & Setup
11:14 Configuring Extender & A/C Chat
19:15 Workflow Rules overview
20:36 Scenario 1 – GL Batch Approvals
41:22 Scenario 2 – Sales Order Approvals
58:50 Review & Closing Remarks

Our August 2025 webinar introduced TeamWork for Sage 300, the innovative mobile, chat-based collaboration and management tool jointly developed by Orchid and AutoSimply.

00:00 Introduction & Overview
03:41 The new (Extender) Workflow Rules Engine
04:37 What is A/C Chat?
08:20 Demo 1 – Sales Cycle Approvals
08:52 - New Customer approval
15:27 - Sales Order (SO) approval 
21:54 - Manufacturing Order (MO) approval
24:54 - Shipment Proof of Delivery (POD)
30:09 Demo 2 – Purchase Cycle Approvals
30:27 - Purchase Request approval
37:03 - Purchase Order (PO) approval
38:21 - Internal Usage approval
42:27 Demo 3 – Batch Approvals
43:00 - GL Batch approval
49:56 - AP Payment Batch approval
52:41 Review & Getting Started with TeamWork
54:56 Benefits & Closing Remarks