Sage Construction & Real Estate

Can I download or scan the 100+ pages of insurance certificates for our vendors, instead of manually inputting all the policy numbers?

We use AL Mobile for timesheet entry. When jobs and cost codes are entered in Job Cost, they are imported into AL Mobile at regular times during the day. If they are set to unstarted, they aren't imported; I manually change the status to "in progress…

Can you update vendor information in Excel and have it import back to Sage? If yes, how?

I am trying to import a .txt file that seems to be correct, but all lines are rejecting with the reason "non printable character found (fld 1, col 1)." I have checked and double-checked my file, but cannot figure out why or what "non printable character…

How do I import payroll data from an outside 3rd party (Foundation) into Sage 300 CRE?

We are considering an outside APP to track preventive maintenance and work orders. IF that system can export the info, is there a way to import that information into Service Management?

Hi! I have a new contract with 195 cost codes and values. Is it possible to upload a list of cost codes with the name and the budget instead of manually keying it in via a CN module?

How to import data into Excel? Please help me.

Error message received trying to import csv file to AP The record identifier ' ' cannot start a record group (Fld 1, col 1)

Hi all - we are trying to pull data directly from our current transaction tables and see that it only has transactions from 30 days prior. We have look at the new and batch transaction tables and those records are not there. Any idea on where this data…

Trying to get import time from a text file and we are getting this error. We aren't sure what needs to be changed. We were told we needed to have "DC" in the first column without a header. We have tried deleting and leaving blank and keeping it. Not sure…

Hello, I was wondering how I could transfer the invoice aging of one of our vendors over to an excel sheet, or how to copy that data from one of the AP modules.

I am trying to create an excel format to be able to copy & paste my mutipule distributions in the AP entry, second page.

Is there a way to import revenue rates in the equipment module?

Good morning, We have our office on a payroll service outside of Sage. We worked with them to set up the weekly GL entries for us so we could import them rather than fat finger them in. I've only imported files into Job Cost so I was curious if anyone…

Does Sage 300 CRE permit upload of batches of payable invoices from either Excel or CSV upload templates? Can an upload tool be built to import multiple supplier expense invoices at a time with a template?

We are exploring options to import an employee master file into sage 300 CRE. What are the sage specs needed to execute this import?

- Is there a way to mass update active vendors to inactive status?

Our company has purchased another company. We need to add their equipment to our equipment. Is there a way to import the EQ setup info for the equipment, or does each piece have to be manually entered?

We are looking into starting direct deposit for our employees. I have contacted our bank, CIBC Bank, regarding this and they said that Sage is compatible with the bank and that Sage should have a template that we could use to transmit our direct deposit…

Can anyone assist with a template for importing to Job Cost, including GL Only entries? Below is a snip of the fields we use. I currently import invoice in AP using an Excel template with Office Connector to convert to a .txt file but I cannot figure…

Good afternoon, We post Inventory Imports through the inventory module (Tools -> Import Issues), and its getting to the point where daily import postings will take 4+ hours a day just to post through. At this rate, we wont be able to post daily anymore…

We are currently finishing up our Open Enrollment using Arcoro, and I would like to import this data into Sage 300 CRE since the sync they are developing is not finished yet. We mainly need the selections they made, deduction ID's so payroll can run…

I could not download any templates from Help, but I am hoping that someone will share with me. We record 50+ entries for distributions daily and wanted to speed up the process by importing all the entries into Sage via csv file.

I am looking to Import several lines, with headers, and hoping someone has a template that is easy to follow. Not too sure what the Ps and Cs are for or what to enter. If you have an Excel template and/or detailed instructions, please let me know. Need…