Sage Construction & Real Estate

Is there a way to restrict a user from changing a condition on an inquiry?

Does anyone know how Microsoft's disabling of basic authentication is going to impact My Assistant on 10/1/22? This is being used with the SMTP protocol that allows My Assistant to email the results of tasks.

How do I set up security in Cash Management so someone can access the Edit Register task for only one account and not our other twenty accounts?

I am setting up a new user and only want them to have access to Project Management. How do i just give them access to that only.

Hello, Has Sage CRE 300 been affected by the recent Log4j vulnerability? If so, is there remediation information available? Thanks, Zach

How do I verify the status of encryption? I want to make sure it's enabled. I understand there will be a performance hit. Thank you, -Sc

Hello! We had a dual hard drive failure and an issue with our BDR so we rebuilt our Sage 300 server. The server name is the same, data was copied over from the backup, licensing is not happy. Is there a way to get licensing working again without having…

I have two user, both are setup with the same roles and access to the same companies. One can see Purchase Orders in applications the other cannot. What am I missing? When go to the Start Menu and open PO icon, the modules opens but all the tasks are…

Last year we purchased a small server to become our domain controller so that we can take advantage of Sage Replicator and Mobile Reporting. I believe that we have done all of the steps and everything should be working. However, I noticed the following…

Working with a medium sized business, approximately 50 employees. 5-6 employees who work in various accounting modules. I am the IT director for this company and the question has come up for who should have full administrative rights within Sage. Currently…

Hello, I don't know if I am putting this in the right spot or not; however, I need to delete our previous Sage 300 administrator and add myself as the new admin. I have left two voice messages with Sage support and have yet to receive a callback.…

Hi, I am trying to add the sample accounting data to my company list but I keep getting an error that says a company with that name already exists even though I can't see it. Can someone shed some light on what I am doing wrong? Thanks, Amanda

One of my clients is running Sage 300 CRE 16.1v8. We've put off upgrading to 17 because it would require upgrading the workstations to 8GB of ram. Does anyone know the extent/risk in continuing to run 16.1 with this vulnerability? Any feed back would…

Hello All, I've recently set up record security hoping this would lock users not authorized from posting to a GL Company such as 305-000. However, after locking my prefixes and GL companies, that only prevented users from being able to run reports…

I Need community support to get this feature added to Sage 300 CRE Sometimes a non admin needs to perform a function and cannot see who is blocking them. This feature would help everyone that uses Sage 300 CRE Please UPVOTE the topic as titled below…

I know how to limit users that have access to a specific data folder - but what happens if a user has access to multiple folders and I want the user to see reports specific to that folder not all reports. An example is - Report 1 & Report 2 Report 1…

Hello, This is my first post to this forum so please forgive me if I have broken any etiquette. After having migrated Sage 300 CRE v15.1 update 7 from a server running Windows 2008 to a server running Windows 2012 R2 using the method and tools outlined…

Hello! I'm setting up new users in Timberline and I want to restrict their access to where they can only see their specific property. How can I do that? Do I have to create a role for that property? If so how do I assign the property to the role? Thanks…

If I delete a user, will it delete the history associated with that user ID or give an error for it not to exist?

We only have a certain number of licenses for each module. We have some project managers that are forgetting to log out of PJ and causing others to be locked out. Is there a way to have the system automatically log someone out of PJ if they have been…

Looking for help with a formula to use as condition to allow PM to only access their own projects. Our current condition works for PM User IDs but block all others from seeing job information (accounting, assistant PMs). We have decided against file/record…