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  • Docusign connected to Sage/Envelope and Documents

    Currently we have Docusign connected to Sage for contracts and things that need to be signed that we offer an e-sign option to our clients and vendors. The yearly limit is 100, we've exceeded that already this year. DocuSign offers no trouble shooting…
  • Splitting Expenses/Bills between Projects

    Is there a clean way to split bills/expenses between projects? When a single supplier invoice has charges for multiple jobs, the bill/expense items get split in SCM by entering multiple expenses/bills. On the accounting side, this creates multiple line…
  • Recent experiences with Adobe Reader beginning last week.

    I have a client on SPC that reported on 4/17/24 that they are now being prompted for Adobe credentials. When I log into their VM and open Adobe, it shows that the version is Adobe Acrobat Pro. We installed Adobe Reader on their server, so I'm unclear…
  • How to resolve web api message "Check code not defined in bank initialization file."

    Trying to create a new A/R Customer via the Sage 300 Web API. I'm getting a Status Code 409 "Conflict" with a message of "Check code not defined in bank initialization file." What property on ARCustomer object do I need to set? There's no CheckCode…
  • Help Needed with RESTful API for Attachments in Sage CRM

    Hi Sage CRM Community, I'm seeking advice on adding attachments via the Sage CRM RESTful API. Our developer is integrating a feature for entering communications on an Opportunity but is stuck on the attachment part. Any tips or guidance would be highly…
  • Contact Management Sync to QBO

    Does anyone have a suggestion on how to manage a change in address of an Active Company? I am noticing vendors changing address in Sage and it doesn't auto update in Quickbooks Online. Is there something in the sync preferences that I am missing?
  • Status Values for SOAP Web Service Pools using REST API

    I am helping a customer with developing a system to monitor the status of the SOAP Web Service Pools in Sage X3. The REST API has a lot of available information. I just need to know what the available values are for the status parameters. Does anyone…
  • electronic delivery app

    Hi We are looking to make all our deliveries on an electronic delivery software system where we can upload delivery notes from sage to software , then drivers can use app to deliver as proof of delivery electronic does anyone currently use any software…
  • Connecting to an external REST with an XML header

    I am trying to connect to an external REST library that requires the content type to be XML and not JSON. The web service configuration seems to indicate that this should be possible since you can select XML as the the content type during the setup process…
  • Accounts Payable Automation

    Two weeks ago Sage held a webinar for AP Automation. Nothing I have from that webinar indicates the name of the software they were talking about. Does anyone know what it was?
  • Looking for 3rd party Price List options

    Anyone know of a 3rd party option that has more advanced I/C price list options than what Sage offers out of the box? Specifically looking for an option for volume discounts over time rather than per order. For example, a customer has been ordering desk…
  • Sales Quoting Software

    We have a client that is looking for a quoting software that will, hopefully, integrate with Sage 100. They do a lot of custom builds so they want to be able to look at materials, labor, shipping and profit margin for the job. Does anyone have any recommendations…
  • How to get my user ID

    Hello Everyone. I am trying to connect a third party application to track my companies vehicles. It is asking for my user ID. When I log into my sage 50 2024 edition, I use the sysadmin and then my password. Tis third party app (TripLog) which does support…
  • FINTRAC Compliance Requirements for EFT - UPDATE

    Since November 2023, we’ve been handling additional tasks because Sage and Worldline (Bambora) have shifted these responsibilities to their customers. However, I haven’t received any updates on when we can discontinue creating and sending these files…
  • Sage 100 Interface with Stamps.com

    Looking for someone that has experience interfacing Sage 100 with Stamps.com via an ODBC connection. I want to link the SO header table to Stamps.com, enter the SO number, then populate the fields using the header table fields (similar to what you do…
  • robust commission calculations

    Has anybody encountered with success a tool for robust motivational commission calculations. The standard Sage 100 is quite inadequate. We have identified a solution called QCommission who claim to be Sage compatible but not validated. We need a tool…
  • Quickbooks Enterprise with Sage Timeslips 2020

    Hello, Quickbooks will no longer be supporting Premier Prof. and I need to upgrade to Enterprise Silver Edition. Does Timeslips 2020 work with Quickbooks Enterprise Desktop?
  • Shipment entry error

    We are working on web integration, orders are imported in Sage but when trying to ship receiving error below. Tairox data integrity is not showing anything. I am running Sage data integrity but in my case that will take few days, 200 GB database. Anybody…
  • EFT payroll from two separate bank accounts

    Our organization has two payroll bank accounts. I know I can choose one or the other when running payroll. Does this bank account change also change the bank withdrawal EFT account in Beanstream? I want to simplify the process, but am unsure if this…
  • Turbo Tax Business Incorporated

    Does Sage 50 Pro Canada work with Turbo Tax Business Incorporated? Thanks
  • Web services with PHP

    Hi I've read what available information there is for integrating Web Services using PHP but am having problem getting started. I'm not using nuSoap but the standard Soap features of PHP7. I can successfully connect, log on and acquire __getFuntions…
  • ERPLY - SAGE 50 INTERFACE

    Hello! We operate our POS on ERPLY. I use Sage 50 for Bookkeeping. I am wondering (hoping) there is a way to download my POS transactions/Daily data into Sage. Thank you in advance.
  • configurator software to work with Sage 300 Inventory

    Hi - looking for recommendations for a configurator software that will work with Sage 300 IC, and ability to produce a quote, then push to an order in OE. thanks Judy
  • Scanco Warehouse and Barcoding

    Good Afternoon Does anyone have feedback on Scanco Warehouse as a solution to automate receiving inventory transfers and shipping? If you have experience with this product would you recommend it? We are struggling with the decision as the receiving…
  • Change Job Cost Code Status in Bulk for Closed Jobs

    We are working on implementing a Time Tracking software that looks at the individual Job Cost Code Status for choosing what codes/descriptions to synchronize. Sage does not change individual cost code status to Complete when the Job Status is changed…