Inter-Entity Txns - Training (Loan Accounts - Multi Database)

Product Training
Streamlining Financial Processes

Detailed training on how to set up and use Inter-Entity Transactions to automate the generation of balancing loan account entries in Sage 300. The example in this video is for the Multi-Database edition, with entities selected by GL Account.

00:00 Introduction & Overview
07:03 Install & Activate Inter-Entity (IET)
08:45 Configure IET for Multi Database processing
14:09 Consolidated vs Process in Detail option
16:26 Configure Source Types
17:16 IET Routes & Entity Database Mappings
21:55 Allocate AP Invoice across multiple entities
24:16 Using the IET Audit Inquiry
25:59 Inter-Entity Errors & Re-Processing
28:39 Configure Linked Accounts / Account Balance Inquiry
29:23 Generate IET Entries
30:45 Review & Closing Remarks