• What will creating a new center do?

    We have (3) locations with one having a different logo that will slowly be phased out. What is the best way of organizing the service module based on region? More immediatly, how can I print a different purchase order template for some work orders?
  • Formula - assistance

    Who can I reach out to help with creating 2 forulars needed to calculate some deductions in payroll?
  • Cannot Add Favorites

    Hello, We recently upgraded our server, and in the process, I lost all of my favorites on my workstation. When I try to drag items into favorites to save them, it will not allow me. I was wondering if anyone has suggestions to get my favorites working…
  • My Assistant Formula

    Similar to below but I only want to return invoices where the month and year do not match. The day of the month doesn't matter. I'm sure it's a formula but I don't know how to "join" the month and year together in a formula for comparison.
  • Trial Balance - Mid-Month Date

    I am new to using Sage (less than 2 months) so bear with me! How do I get a trial balance based on a mid-month date? For example - a week ending date? Week ending 12/23/23, or 6/15/23? I know how to get one from a prior period using the roll back, but…
  • Positive Pay Report

    Good morning, I have a positive pay report that currently shows a 2 digit year (i.e. 11/17/23). How do I change it to show a 4 digit year (i.e. 11/17/2023) in Report Designer?
  • Month-by-month balance sheet

    Does anyone out there in the SAGE 300 CRE community have a month-by-month balance sheet that they can sell/give me? Thank you in advance! Mike Volan BAJA CONSTRUCTION
  • How do I get the formula to add available action to our check stubs?

    We are looking to add available vacation time to our check stubs and I am told that we need a formula and that our support company has to do it for us. Is this true and if so can someone suggest a support company to help us ours is terrible!
  • Page setup - HomePage

    My pages are getting cutoff on the right side - Cant find the settings to fix it. Also my menu on the left side disappeared upon opening Sage. Help please!
  • Sort Vendor by Payment Type

    How do I go about generating a list of vendors sorted by their payment type? I want to know which vendors I pay are paid by EFT, Cheque, etc.
  • Create a Preset Range in Print Selection

    For one of my reports, we have several jobs that are old but are still included on this custom report we have. Instead of picking each job individually that is active in the Print Selection under Range, I was hoping to create a present range so when I…
  • Import Commitment

    Hi Does anyone use the import commitments tool in Job Cost? I’m looking for a template to bring subcontracts from excel
  • How do I add the Controller Dashboard?

    I replaced my computer and now my Sage Dashboards are gone. Where do I find the crystal reports to link to when I select "Add a selected Crystal Report" in the dropdown?
  • barcoding

    Does Sage 300 provide a barcode system or inventory management system that works with Sage products? When we first took on Sage (It was Timberline back then) they did not provide a warehouse management system. Has that changed in the last twenty-five…
  • automate job and contract creation

    We are looking for someone who can help us with automation of data entry. We use salesforce for bidding and estimating. Because creating a job or contract is not available via Sage's API, our goal is to pull a report from SF and have an RPA bot or MS…
  • Report Designer

    Good morning, I'm trying to edit a report in report designer that's already in Sage 300, Job Cost module (Committed Cost Status report). I'm wanting to add a totals line per job when running the report for multiple jobs. Does anyone have the knowledge…
  • G703 Customization

    Has anyone custimized their G703 to include a column for "net amount due this period"? Thank you, Tina

    looking for away for when it comes time to bill. How do you have PM's mark up billing so you know what to bill, instead of just printing drafts.
  • AIA G702-1992

    The AIA draw form currently we use in Sage is fine as we are a contractor. However we are now a GC in many projects and I need the AIA G702 - 1992 with the Architect approval section. It's a totally different form. Is there a way to get that form into…
  • Comparative Income Statement showing huge percentage variance because prior period amount is negative .06. shouldn't that round to zero before making calculations?

    the current amount is 1,470.87 the prior period amount is -.06 so my percentage variance is showing as 2,411,550 which is crazy. it should just be zero because the prior period amount column is showing a zero. Not sure how to fix this? I'm way too…
  • Canadian EFT/Direct Deposit

    I am wondering if anyone has had luck getting a 80 byte format for direct deposit from Sage 300 CRE. Is there a report that has been created that Canadian business can use?
  • How to Hide Termed Employees from Droplist List When Entering Payroll

    Can someone please tell me how to hide all terminated employees from the dropdown employee list (to search for only active employees) when entering paychecks?
  • Finder Feature

    Hi All, New user to "Sage". I am trying to determine whether or not there is a "Finder" in Sage 300 AP Module that is similar to the Finder in QB Desktop. Right now I go into my Invoice or Vendor Inquiries to do my searches. Appreciate any assistance…
  • Modifying pay check stub in MyAssistant

    Our current pay check stubs list the employees previous pay rates, along with their current pay rate. I would like to Modify check stubs to only show current pay rates, as well as modify stubs to remove all old deductions, etc. that are not valid anymore…
  • AP Selecting Payments Sort from smallest to largest number

    Hello, Is there a way when I do select payments I can sort the amount from smallest to largest number? Given the fact that the Invoice number is already sorted, it would be beneficial to us as well if there's a way we can sort the amount. I tried our…