• AP - Office Connector - Invoices Selected for Payment

    Can anyone line up the office connector reporting to the following report within AP AP --> Reports --> Invoice Regesiter --> Invoices Selected for Payment I would like to generate this report within Office Connector to have the information within…
  • Office Connector Fields once Fiscal Year has been Closed

    New to SAGE & Office Connector Trying to determine how to reset my Period fields in Office Connector once the Fiscal Year has been closed. As an example, how do I get all periods of 2020 when the year has been closed and moved to 2021. I have been using…
  • Sage CRE version 20 and add ons

    We will be migrating to a new server because we have to upgrade to Version 20. Are the latest versions of Sage add ons, specifically Paperless, My Assistant, and Office Connector compatible with V20? Where do I find info on this? I only see info on…
  • Office Connector: Join JC Job with PJ Job

    I'm having trouble joining the JC Job Master file with the PJ Job master file. This seems like it would be straightforward joining "JOB" ON "JNUM" but it's not working. Any ideas?
  • Office Connector

    Does anyone have any experience and/or documentation as to how to create custom reports using Office Connector. More specifically adding the as of date fields. Any help would be appreciated. Eg. I have created a custom forecast report, but my job cost…
  • Write Over Contract Value in Job Master from Office Connector

    It doesn't look like there is an ability to use the Write function to update the Original Contract Amount in the JC Job (1) Master table from Office Connector. Is this something that we are able to add in? We would like to keep this field updated for…
  • Custom Office Connector Reports

    FormerMember
    FormerMember
    Does anyone have any experience and/or documentation as to how to create custom reports using Office Connector. More specifically adding the refresh and as of date fields. Any help would be appreciated.
  • How to explore Sage tables for reporting purposes (Office Connector and Crystal Reports)

    I am starting out on Sage 300 Construction and Real Estate. Timberline/Sage is installed and I have a username and password to access the system. I can also connect via Office Connector to the data and therefore have an data connection string. I would…