• Automating Timesheets?

    Hi all. I am new to the group. Looking for some advice on automating timesheets. Currently, we have paper forms and manually add job numbers and cost codes into the PR module. This is not a good use of time from the collection of timesheets, reviewing…
  • How can I cancel reports that are already queued up in MyAssistant

    We recently set up a test server for MyAssistant and in the process of setting it up an number of scheduled jobs ran in error. They are sitting in the queue, waiting to be sent. A number have already been sent, so I stopped the services to prevent more…
  • Need a simple solution for Extras setup in Job Cost to link Contract Items and Commitment COs outside of PJ.

    Does anyone have a simple solution to "auto create" extras for each job (both existing and new)? Need to create the extras in Sage300CRE so it's available to be selected with Sage Construction Project Center Changes by users that do not access S300CRE…
  • Import Change Order Estimate

    We are trying to bring over a change order from Estimating 18.4 to Account 18.4, but the option "Estimate Change Request" doesn't exist. Is there something we need to do to get PJ to allow us to import a change order? Does this require version 19.12?…
  • Sage Paperless Use Cases

    Good Afternoon, We are implementing Sage Paperless and the typical DM functionality of keeping Paperless copies of documents into Accounting along with ApFlow invoice routing are fully understood but I keep seeing demos where the presenters mentions…
  • Contract Change Order vs. Schedule of Values Change - Is there a difference?

    Is a Contract Change Order the same as a Schedule of Values Change?
  • SSO - Sage Service Operation - Dispatch issue

    We are in the process of implementing SSO for our service techs. We are having an issue with the dispatch board when we want to enter a dispatch that will exceed more than one day. We have found that we cannot drag a dispatch over more than one day like…
  • Paperless and restricting GL accounts

    In Sage paperless, is there a way to restrict certain GL accounts from being used? Or w hat if under set up index type, rather than bridging to the GL, you input only the specific GL codes that should be used in paperless? Would that work? Since the GL…
  • Sage Paperless GL Accounts

    In sage paperless when entering, routing, and approving invoices we input GL account codes. Is there a way to restrict certain GL accounts from NOT being used?
  • Is anyone in construction industry using SAGECRM? We use Sage 300CRE and Sage Estimating.

    Any GC's out there using Sage CRM? We use SAGE 300 CRE and Sage Estimating Curious of pros and cons and cost benefit
  • HR Integration

    I'm looking at SAGE HRMS or HH2 Cloud as an HR System to integrate with SAGE 300 CRE. Does anyone have any feedback on either system? Thank you!
  • Sage 300 CRE

    I need Sage 300 CRE SDK for Integration. Can you please give me link for Sage 300 CRE SDK or documentation.
  • SAGE SEI data source connection to SAGE 300 CRE

    Good Day, Working with SAGE SEI and wanted to confirm if there was a way to create a Data source definition to Sage CRE using ODBC_PERVASIVE. I understand that there may not be pre-build templates available for SAGE 300 CRE at this time Thank you…
  • Estimating Database cleanup

    We have recently upgraded to 16.11 SQL Estimating and after working to get the Export to Job Cost set up have found that there are some "ghost" job cost phase values that have been there for a very long time but need to be changed. In order to be able…
  • Security needed in SAGE 300CRE for user to do export to job cost from Estimating 16.11

    I am trying to set up the export to job cost from EStimating 16.11 and have set up the user in SAGE 300CRE but still never get the SAGE300CRE login screen, I get the error that the user does not have permission to the job master file. Do you have to give…
  • Executive Dashboard

    Has there been an update to Executive Dashboard? Does anyone use it? We are on 15.1, planning on upgrading to 16.1 this month.
  • Inventory / Purchase Order modules

    We are looking at implementing Inventory & Purchasing - any suggestions, advice or tips?
  • Timberscan

    We have 5 invoices that have been exported to Sage 300 CRM(13.1) from Timberscan(3.6.1.8). They have re-appeared in the Final Review cue. Can I move them to completed? They will not export because they are duplicate invoices. Thanks!
  • Paperless Office

    We are interested in moving to a paperless office. What is the difference between Sage Paperless Construction and Timberscan? Is one better than the other?
  • Company, Property and GL code mapping table

    Hello, One of our client use SAGE 300 software. Now they require some custom report. We have develop Income Statement Trial Balance report. All figure are matching except "ELECTRICITY-OFFICE"(account title). The amount is $341.37 now they want to bifurcate…