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  • Sage 300 Simplified Import Templates for various modules


    Where can I get simplified and easy to use templates for importing batches and transaction into Sage 300. 


    • Navigate to the Sage 300 Shared Data folder ...\Sage300\SharedData\ImportTemplates
    • Within the Import Template folder, there…
  • Logo on invoice templates


    I have been trying to set up our company's invoice templates in Sage Business Cloud Accounting. When I add our logo and adjust the size it appears blurry and pixelated. I have followed the instructions on Sage's help pages, I have tried multiple…

  • Add fund to journal upload template

    As a charity accountant, I would find it very useful to be able to prepare a journal to allocate expenditure to Funds in Excel and then import.  Currently the template for journal upload does not include the Fund field.

  • How to upload non-stock items via Wizard ?

    I appreciate some guidelines/ manual/ tutorials on how to upload 1000+ non-stock items to the I/C Master to that my teachers can select these items in their PRs ?  Thank you in advance for your assistance. 

  • Message Fields not printing on Documents

    Hi all

    I am trying to make use of the Message Function under Setup -> Customers -> Documents

    I am filling in my bank account details there so that they print in the bottom left of Quotations and Invoices but currently nothing prints.

    I see the…

  • Uploading a template

    I cannot seem to find a way to either upload a template or modify it to my liking. Do template downloads exist?

  • Anyone know how to setup an Export template so that it's output is split into multiple files?


    We are still using version 7. We have an export template we use to export invoices to be sent through EDI. Currently the export template creates a single text document with information from every invoice that needs to be sent. Is there a way to…

  • TERS Benefit Extended - Online submission template

    The Minster of Employment and Labour has extended the TERS benefit from 16 March 2021 to 25 July 2021. Click to read more TERS Benefit Extended

    Our Product Delivery Team have reviewed the TERS Extension Employer Letter dated 18 July 2021, and an updated…

  • Cannot seem to import saved takeoff templates to new jobs

    I have a takeoff template for a home model that is very similar to many other home models we have. I have saved the template as a template file on my local desktop but I cant get the thing to import? None of the templates that were made show up as an…

  • Recovering lost Takeoff Templates

    We had some updates done on sage 100 contractor and I seems that I have lost a take off template for a range of home types. I was hoping to be able to find a way to recover this? I a not sure if this was accidentally wiped either? I can see the template…

  • SMART Reporting: Report templates available with updated date ranges available on Customer Zone

    We received enquiries regarding the SMART reports with date ranges, unable to select period end dates greater than 2020 as in the example below:

    The reports have been updated allowing you to select year greater than 2020. The new report templates are…

  • Take off Template Sage 100 Contractor

    My company is a residential home builder in Edmonton Alberta, we have several home models (20 or so) that required base model pricing. I am new to the estimating module and trying to figure out the best way to go about this. Can I build a template for…

  • TERS Benefit Extended from 16 October 2020 to 15 March 2021

    The Minster of Employment and Labour has extended the TERS benefit from 16 October 2020 to 15 March 2021. Please click here to view the new Direction.

    The Fund has created a new template with one change to column O (Remuneration for Work Done or Work…

  • Match headers - Exporting and Importing data


    'headers' don't match.

    When sending data to Excel e.g. Product Codes, the headers are not the same as the headers needed to import data back in (small section listed here for ease with the name Sage wants to use for import purposes…

  • JobOps WT Template Modification Through BOI

    Hey everyone!

    I'm attempting to modify and create/remove work ticket templates via BOI (through C# and Entity Framework) and I'm not having much luck.  I'm not sure what object the template table is a part of and I haven't been able to find anything…

  • Sage50 US Layout Columns

    So, we've added a column to our Invoice Form.

    It shows up in the print invoice form.

    However, we are having problems adding the column to the sales/invoicing layout.

    So here it is in our invoice form:

    That column batch is what we added

    Now in…

  • How to expand text space in Email Templates

    I send clients legal updates when I email my invoices by writing in the Email Templates box. That text then shows up in the cover email. But since I upgraded to TS 2019, the space available is smaller, so I can enter less text. I don't see a way to type…

  • data token for email template

    I was wondering if there is a way to create a new data token?  If so, I was hoping to create a data token to change the Bill Date to July 1, 2020 format rather than the default 7/1/2020 format.  When emailing my bills, the email template shows Bill Date…

  • How to Create a Pre-Populated Quote as a Template?

    Hi Everyone!

    I have a client in the construction industry using CRM 2019 R1's quote feature.  Their quotes contain many line items (products) so they are very time intensive to create.  

    However, the quotes generally contain the same line items.


  • Exporting Dashboard Reports using the “Create Template” option via Excel



    What is the function of the “Create Template” option when Exporting Dashboard Reports via Excel?


    The "Create template" option is used to run an existing report and can pick which columns from the existing report you want…

  • Winning business: A guide to help you focus on the impact of the CRM proposition

    Winning business means understanding a prospect's goals

    The Sage CRM proposition works in supporting a prospect's business operations and meeting their strategic goals --- in particular, how they make or save money or decrease risk in their business…

  • Creating and using Interactive Dashboards: A round up of articles

    An Interactive Dashboard allows a user to simplify their daily tasks and activity management by providing them with an intuitive workspace that contains their key information. Information from Sage CRM, Sage ERP and external systems like social media…

  • Info Managers and System Administrators can share Gadgets with colleagues

    If a user is an Info Manager or a System Administrator, then they can create Library Gadgets. This means if they have a brilliant idea that can be displayed as an SData, Chart or List gadget then they can build that gadget in such a way as to allow other…

  • Email button with relevant email template..

    Need some assistance.

    I have created an email button to send a particular document to our customers. I have created an email template to be used whenever this email is sent. When the button is pressed to send the email, I would like for the relevant…

  • Feedback about html vs Word for templates

    I would just like to register my frustration at having to use html for templates rather than Word. I understand that Sage went with the html option for version 7.1 because they 'didn't want to be dependent upon other software' for the delivery of their…