• file formats

    I used to be able to save a report as a plain text (.txt) file and then open in Excel. Now even though I specify to save as .txt it automatically saves as .pdf. I can convert to .xls but I do not retain the forrmat (columns, etc.) This is a sudden change…
  • Emailing Stubs in Direct Deposit

    My company is currently considering switching to direct deposit from paper checks. I think I've more or less figured out how setting up direct deposit works, but what I haven't been able to find is if emailing pay stubs is possible with Sage 300 CRE?…
  • Property Management Batch Rental Invoice Processing?

    Can the Property Managment module allow for Batch Rental reoccurring invoices via e-mail to multiple tenants? Is anyone doing this and how can it be set up and processed monthly.
  • Export to Excel

    I used to be able to export to excel when doing an inquiry in AP. All the sudden it is giving me an error message: This Program has quit. Unhandled exception. I wasn't able to find help in the Knowledgebase. Does anyone have an idea on how to fix this…
  • Certified Payroll

    Trying to print certified payroll to .xls file. It won't complete, saying there's a printer error. Need this feature so we can upload to IDOL (Illinois). Can't get a response from Sage (first asked May 18) so hoping for some answers here. Is there a toggle…
  • Reprinting Payroll Direct Deposit Notifications

    How do you reprint Payrol Direct Deposit Notification stubs? Thanks. Janice
  • Emailing invoices processed through Service Management

    Is there a way to email invoices once processed directly to customers through SM or AR?
  • Printing Journals for AP only

    Is it possible to set up to print journals for AP only? If so, I need to the journal to not only print but also be able to save it to a file. Thanks. Jannice
  • Can one create or print an .xlsx file in Sage 300 CRE?

    When printing a report, one of the options is to "print" to an .xls file. When will we be able to see .xlsx in the options? And while we are asking, when will the program put formulas in the Excel file on the Total row?
  • Reprint Invoices in AR and AP

    I should know the answer to this... How do you reprint an AR or AP Invoice? Thanks! -Warren
  • Positive Pay

    Hi There! I found some ariticles on the Sage Positive Pay and found the zip file template that is shared in this discussion which creates a "TXT" file. I feel a bit silly---but it is not printing the Vendor Name in the text file...what am I missing…
  • Creating a CSV check register file

    Our bank is requesting we upload a CSV file each day for any checks that we have written to their website for our multiple bank accounts. What is the easiest way to do this, and which report would be best? I have looked at the cash management check register…
  • Paperless - Can you schedule a report and email

    We have a couple of Sage Paperless reports that would be useful to auto-generate weekly and email to some recipients (like MyAssistant does for Sage).The reports are "AP Unapproved Invoices Aging By Approver" and "AP Unapproved Invoices Listed By Reviewer…
  • Error when printing checks

    When printing checks for AP I get a message saying printed with errors . I then find error code 11 does anyone know what that is ?
  • I want to send multiple direct deposit statements to an employee

    I have an employee that didn't receive a couple weeks worth of direct deposit statements via email using My Assistant. I have changed the condition in MA to try to send him everything for the last 40 days but it still only emails 1 week, even though the…
  • Purchase Order

    How do you print a purchase order in Sage?
  • Printing PDF's to OneDrive and Sharepoint

    Good Afternoon, I have OneDrive and Sharepoint setup in Windows Explorer. However, whenever I print a PDF (like Financial Statements) directly to OneDrive or Sharepoint, the PDF is broken and cannot be opened. If I print a PDF directly to my PC and…
  • Emailing payroll stubs

    Hi, So i'm new to Sage 300, previously a Sage Businessworks user. I am trying to figure out how to email paystubs instead of printing and mailing. Any help would be appreciated!
  • MyAssistant - attached Crystal Report fails to deliver

    I am setting up MyAssistant with a new Send a Report task. I can attach a PDF, Text, or other document to the Email portion and the email sends successfully. However, when I attach a simple two-parameter Crystal Report and manually run the task, an…
  • Emailing Payroll direct deposit statements

    We are interested in learning how to send our payroll direct deposit to the employee email. Can someone let us know what the options /steps are? Thank you, Tracy
  • Printing a Printout

    Can you print (either to PDF or paper copy) a printout? It doesn't give me the option when I have the printout open.
  • Subcontractor Certificate of Insurance Tracking

    Does Sage 300 have the ability to send out email notifications to subcontractors with expiring insurance certificates?
  • Emailing Invoices from Sage 300

    Can anyone tell me how to email invoices from Sage 300 Construction and Real Estate? We are looking to do everything electronically rather than snail mail with our invoices and statements.
  • How to disable print to file for sage reports

    Hello, Does anyone know how to turn off or disable the "print to file" feature for reports in SAGE? It is not enabled on my computer and only happens when I try to print reports from SAGE. Thanks for the help! Jessica Giannini
  • printer issues

    In AP a 6 page or less print file for the check register will print one line of garbage, a blank page, another page of garbage and this will continue for 25-30 pages. I have a HP Page Wide Pro MFP477dw printer, Sage 300 version 20.1. If the print file…