• My Assistant Formula

    Similar to below but I only want to return invoices where the month and year do not match. The day of the month doesn't matter. I'm sure it's a formula but I don't know how to "join" the month and year together in a formula for comparison.
  • Is there a way to edit Schedule of Values template?

    We are looking to edit the way our format for the schedule of values outputs & prints, is there a way to edit this? Or is this a default that is unable to change? The same goes for our estimate template.
  • Sort Vendor by Payment Type

    How do I go about generating a list of vendors sorted by their payment type? I want to know which vendors I pay are paid by EFT, Cheque, etc.
  • Report Designer

    Good morning, I'm trying to edit a report in report designer that's already in Sage 300, Job Cost module (Committed Cost Status report). I'm wanting to add a totals line per job when running the report for multiple jobs. Does anyone have the knowledge…
  • SAGE 300 BILLING

    looking for away for when it comes time to bill. How do you have PM's mark up billing so you know what to bill, instead of just printing drafts.
  • Canadian EFT/Direct Deposit

    I am wondering if anyone has had luck getting a 80 byte format for direct deposit from Sage 300 CRE. Is there a report that has been created that Canadian business can use?
  • Cost code with their own Extras

    Hello, We have a division project that caters to small projects. We are thinking if it's possible on the job cost to have Extras for the cost code. Is anyone knows or did that before? Your suggestions will be highly appreciated! Thanks!
  • Cost Spreadsheet

    Can total committed cost and yet to commit costs be added to the cost spreadsheet for all open jobs
  • veteran status

    How do people track employee's veteran status in Sage?
  • Split Name Formula for Inquiry

    is there a formula I can use to split an employee name in an Inquiry
  • GL Sub Accounts

    Has anyone set up sub accounts in the GL using suffixes? We want to breakdown some of our expense accounts and are trying to figure out the best way to do this. Any suggestions would be super appreciated. Susan
  • Crystal Reports Error - Saved data will be discarded/failed to compile

    Wondering if anyone can help me. Since the last upgrade I have been having this error anytime I open a Sage/Timberline CR Report "The saved data will be discarded since one of more formulas failed to compile I can create new reports without issue…
  • Microsoft Access closes when I try to delete data in a field and refresh. How can I delete the data?

    When I delete data in a field in Microsoft Access and refresh, the application closes. It only happens with the one specific field "Vendor_Custom_Fields_Nots" from the APM_MASTER_VENDOR_CUSTOM_FIELDS table. I accidentally entered data in a field and now…
  • Payroll

    We are an Ohio company that is looking to streamline some of the payroll processes. Not necessarily to outsource payroll, since we are in the process of developing our own program to enter daily job cost/payroll into the system via Office Connector. However…
  • The revised CA SPSL laws require the amount of SPSL taken to show on the employee stub even if the amount is zero.

    I've tried different formulas. The calculations are working fine. However, if an employee has never taken the SPSL sick, CA requires the stub to show the zero amount for the pay ID related to SPSL. Sage 300 CRE PR automatically removes any zero amounts…
  • Paystub YTD Net

    Using this for our customized Paystub Template: Is there a formula I can pull or what is the formula for YTD Net please? TIA!
  • Report Designer

    We are located in Okotoks Alberta and are looking to hire someone on a contract basis to create custom reports in Report Designer. Can anyone help us out with this? Sonia
  • Tracking Employee Abscenses

    Management has asked our HR person to track employee absences. These would be both excused and unexcused. At any given time, they want to request a print out of how many abscenses an employee has in a certain time period. Is anyone doing this?
  • Pulling in Hire Date/Rehire Date

    I'm trying to create a formula within Sage to pull in the rehire date if there is a value but otherwise it pulls in the Hire Date so that I am pulling in the most recent hire date. I can't figure out what I need to use in order to have the IF formula…
  • Custom Logs or Custom Fields or another option

    Hello, If you wanted to take information that you usually put in a excel spreadsheet and add it to Sage for everyone to use, how would you do it? Example - Tile: Tile in Contract - Tile Color - Tile Approved by - Tile Ordered - - Tile Cost - Tile…
  • Payroll Employee Setup Termination Reason List

    Payroll->Setup->Employees->Misc Info->Reason How do we add more reasons (or delete some we never will use) on the list of terminations reasons in the new version of Sage 300 CRE 20.3? We have our own reasons for terminating employees that have to…
  • Job Cost Billing Detail Report

    Is there a way to show the labor hours worked and cost by employee on this report? It currently shows the totals for each pay period with "PR Summary" as the description. We are looking for it to show the employee name in the description with the hours…
  • How do I find an employees current pay rate using conditions? What Index is the amount in?

    Can anyone tell me what condition index you will find the wage rate amount from the employees setup PAY box? I cant seem to find the correct index. Everything keeps coming up blank.
  • Property Management - TYPES of Tenant Insurance

    Is there a way to change one of the "types" of insurance to read Work Comp? The system lists ALL the other types of insurance policies, but doesn't have a Work Comp category showing. We require all our commercial office tenants to carry both General Liability…
  • ACCOUNTS PAYABLE

    Has anyone found a way around the fact that there is only one spot for an address in AP? There should be a spot for the remit to and one for the legal address of the company. We are having issues with lock box addresses and actual addresses for 1099 and…