I love MyAssistant – 99.9% of the time!  It is very helpful to me to be able to see things of interest and importance without going into SAGE 300 software. I have reports sent automatically thru MyAssistant, as well as having a fax sheet attached for ease in sending information to those that still use a fax machine.  It also works wonders for error detection. Anytime we have an error, I try to build a condition that will alert us when it happens again. We utilize mostly our own custom built conditions and have not found their pre-built to fit our situations exactly.

Here are some of my favorite uses: 1. Check for outstanding documents (Owner Change Orders, Commitment Change Orders, Change Requests, Commitments, Safety Docs, W-9, Master Agreements, insurance, licenses, permits etc.)  2.  Check for Invoices that have been entered over a certain dollar amount that are not part of a commitment or purchase order.  3. Check for when GL accounts don't match up with the correct category.  4.  AB Date Stamp - lets me know if anyone has revised or added an Address Book entry.  5.  Employee birthdays and hiring anniversary dates.  6. Checks for new jobs that have been entered (this gives me a chance to go in and see that all information required is included.  7. Contracts not billed in __ # of days.  8.  Subject line missing on RFI, Transmittals, etc.  9.  Correspondence Items that are not "Closed".  10.  SOV Line Item missing on an Owner Change Order that has a price attached to it.  11.Checks for documents fully executed since the day before.

Hope this helps you.  We do not use MyAssistant to send pay stubs, but if that is all you are expecting the product to do, you will be amazed!  

D.Moore,

I have uploaded the default task likst reports from the version 13.1 MyAssistant image. I also added a report that you can run from Sage MyAssistant that shows descriptions of the default conditions. Conditions are is a kind of formula that defines what the Task is looking for. 

I hope this helps.

MyAssistant Task List - Construction.pdf

MyAssistant Task List - Real Estate.pdf

Built-In Condition descriptions.pdf

Casey Knapp

Senior Customer Support Analyst, Sage Construction and Real Estate

Sage North America

Thank you so much!!!

These can now also be found in the Sage Knowledgebase in article 35454.