Hi JennP,

Which specific Sage software and version are you using and in which country are you located?

Thanks,

Derek

Hi Derek,

I am using Sage 300 Construction and Real Estate v17.1 Desktop

Version: 17.1.6 Rev 6 (17.1.6 Rev 6 CD).  Iam located in the United States.

Thanks!

Ok thanks for clarifying.  I am going to move your post to the Sage 300 CRE forum in the Sage Construction and Real Estate Support Group so that other users of this software will see it and can offer you their thoughts and insight.

Thanks,

Derek

Great!  Thank you Derek.

Do you happen to own Sage MyAssistant?  If so, this would be the way to go.  What information did you want to communicate to them?  Do you have email addresses setup for all of them? 

In addition to this, MyAssistant could also be used to send out ACH Disbursement Notifications (Electronic Pay Stubs) to the vendors when payments are made via ACH.  It also could be used to help monitor and send Insurance Compliance notices to Subcontractors.    Same concepts apply to PR Direct Deposits if you are doing them.   

Do you happen to own Sage MyAssistant?  If so, this would be the way to go.  What information did you want to communicate to them?  Do you have email addresses setup for all of them? 

In addition to this, MyAssistant could also be used to send out ACH Disbursement Notifications (Electronic Pay Stubs) to the vendors when payments are made via ACH.  It also could be used to help monitor and send Insurance Compliance notices to Subcontractors.    Same concepts apply to PR Direct Deposits if you are doing them.   

Hi Dennis,

Thank you for assisting me with this.  Is My Assistant the same as Office Connector?  If so I believe I do have this. I want to mail out or email a letter stating we are no longer offering ACH payments and that everyone will be switched over to a paper check.  I just need a list of all vendors who are currently set up to receive an ACH payment. 

Thanks!

MyAssistant and Office Connector are not the same. 

To get the a list  of vendors, you can use Sage Inquiry to pick the columns you need.  Filter it based on the Payment Method on the vendor record or the presence of ACH banking information.  This can then be exported to Excel.

If you can get a list of vendors in Excel along with their email address, you can use Microsoft Word functionality to actually send it.  I googled "Sending emails based on a list in excel" and found a number of ways to do it.  Here is one of the links.  I have actually done it, but looked pretty straight forward.

Hope this helps.

https://www.statelibraryofiowa.org/ld/q-s/silo/e-mail/outlook/email-merge

Thank you very much Dennis.  This is very helpful I really appreciate it.