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  • 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.

  • How do I edited a custom invoice format used in Billing?

    Hello, The invoice format shows up as a .crs file, but when I use Crytal Reports to open it to edit the format I get the following two error messages. The report design will then open but it is in a format which I am unable to edit. Any help would…

  • Field for Unbilled vs Billed WIP on Report?

    I am creating a report in Report Designer to show all billable entries against a job. The report pulls from the Billing WIP tables - both Billed and Unbilled. Is there a way to mark each row to show which have come from which table? I'm searching for…

  • Is there a way for Sage 300 CRE to have multiple billing addresses for one customer?

    Is there a way for Sage 300 CRE to have multiple billing addresses for one customer? We have seen this in other accounting programs where there is either a "parent-child" relationship or "sub customers" under one main customer. If not, how can we submit…

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