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  • API for Sage 300 CRE?

    It looks like this question has been asked before, but I am not finding a current answer to my question. Is there an API to connect to Sage 300 CRE Job Cost files?

  • COI - certificate of insurance

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

  • Job Numbers & Cost Codes

    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…

  • Excel to Update Vendor Info

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

  • Changes to Master Vendor via Excel

    Can you change vendor master files (ie: Inactive) via Excel and import back to Sage (Easier and faster) if so how? I know I did this years ago but with all the version upgrades it must look totally different.

  • Import Direct Costs rejection "Non printable character found"

    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…

  • Specifications

    Is there an easier way to upload specifications? Plans have Burst feature, but specifications do not. Is there something similar?

  • Payroll / Equipment Tracking Systems and importing data

    We are coming up on our renewal date with ExakTime. It does an adequate job of tracking labor hours but we need a system that tracks equipment hours and is capable of importing them to Sage 100 Contractor. Does anyone have experience and recommendations…

  • How do you import items into a database?

    Hello everyone, I am trying to import items into a database. I have exported them into a CSV file within Sage Estimating, but I can not find out where you can import them. I was trying to merge 2 databases with the database editor, but they have different…

  • Import Foundation Payroll to Sage 300 CRE

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

  • TSZip Import

    Is it possible to import a tszip file into Sage Estimating?

  • Is there a way into import into Sage Service Management

    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?

  • Contract line items and amounts upload

    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?

  • Accounts payable

    How to import data into Excel? Please help me.

  • importing invoices to AP error msg

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

  • Current Transactions table is missing the last 30 days worth of data

    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…

  • Export and Import our Database

    Can anyone tell us if they have experience exporting and importing their database?

  • Importing JC Direct costs error

    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…

  • Merging estimates from two separate Sage users, each on a different location (server)

    I'm working alongside a freelance estimator who's working on a portion of the project from a remote location. His version of Sage is one version older than the one in our server. Would it be possible to merge both estimates into one? If so, how…

  • Accounts Payable - Exporting Vendor Aging to Excel Sheet

    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.

  • How to copy & paste from excel to the distribution section in AP invoice entry

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

  • Equipment Revenue Rates

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

  • GL Import File

    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…

  • Uploading Accounts Payable invoices from Excel or CSV templates

    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?

  • Export Data to Excel

    Hi, is there a way to export the data in 3.5, in table format, to Excel? Or any data lookup for that matter?

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