• Convert inventory list to Excel spreadsheet

    I am working on 12.1 of Sage300 CRE and I'm wondering if there is a way to convert my inventory items to an Excel spreadhseet. Any help would be greatly appreciated. Thank you!
  • Excel File Export Gets Stuck at 60%

    I am trying to run a Time Entry Report on 12 months and print to file as an excel file. It is getting stuck at 60% if I run this for 6 months, or 12 months. It works to excel for smaller time frames. The report runs fine when saving as .prn. My IT person…
  • Export to Excel

    I just upgraded to 20.3.1 and lost the ability to export my reports to excel - I receive "Activation Error Printer No Activated, error code -30" Is there a solution?
  • How do I download a report to Excel?

    I am running an accounts receivable aging report by customer and need to download the report to Excel. However, when I try to do so, I get an activation error message "Printer not activated, error code -30". I don't know why I'm getting this message since…
  • Trial balance in Excel

    How do I print the Trial Balance report to Excel without the headers and wonky column spacing? I'm using the print to file/microsoft excel and we don't have office connector.
  • Emailing an Estimate Spreadsheet

    Prior to upgrading to SQL, I was able to attach an estimate spreadsheet to an email to send to a colleague for reviewing purpose. I have not been able to figure out how to perform this function over the last several weeks. I can use an assist in how to…
  • PrintBoss not working with Sage 300 CRE

    Hi Everyone, Since we updated Sage to v18.4, we also updated PrintBoss to v6.11.1 (latest). We are trying to email vendors by putting in an EFT run number. Crystal report has been designed to output this data. When we select to print EFT Payment…
  • Print to File Excel

    We are having an issue with a simple single line report designer that we print to file as Excel the Excel file is created and as the report is running you can see there is data added to the file, but as soon as the report is finished the Excel file changes…
  • Printing options for Committed cost with detail reports

    Hello Everyone, I was wondering if there was a way to check off multiable (PO's) ranges for Committed cost with detail reports and be able to make them print one (PO) per page? Instead of all on one page. I have to print a lot of these and it would be…
  • New and have a few questions:

    I am very new to this with very little training and need some pointers please: 1) I need to email all our vendors with our new mailing address. Is there a way to do this in mass instead of one at a time (I have 7 printed pages). 2) my statements to…
  • Payroll Cheque Printing

    Hello, I have created a Payroll entry , when viewing it it is showing in 'new' and Status 'processed'. Somehow I'm not able to print the cheque.. I'm getting the following error. I was able to print all other cheque except this one. (all others…
  • TS-PDF Generator error after upgrading to W10

    After upgrading from W7 to W10, when printing to the TS-PDF generator, I get the error "Printer not activated. Error Code -30"
  • Sage MyAssistant for emailing paystubs

    For those of you emailing paystubs using MyAssistant, do you know if they are sent in a secure format so that sensitive payroll information isn't being emailed out unsecured?
  • No SEND option in my print selection window

    I am trying to email statements to my customers and I have followed the instructions in article 39123, 17714, 21222 and 45553. I know my outlook is compatible because I sent a test SMTP email to myself from the setup tab; however, when I am in AR Reports…
  • Direct Deposit Emailing

    FormerMember
    FormerMember
    We are looking to move from printing and mailing the direct deposit notifications, to emailing them to all of our employees. What programs do you all find have been helpful in this?
  • Transmittal with Submittals and Submittal Attachments

    I am trying to streamline our process for creating submittal packages. Currently we create all of the submittals then create a transmittal and add the submittal items (including their attachments.) Whether I "Send" or "Print" only the Transmittal and…
  • Email Statements/Invoices

    When in the MyAssistant application, how do you change or ad the recepient's email address? Also, how do you edit the email address that the invoice/statments are coming from?
  • Docuvault Printer Document Management and Windows 10

    We have a long time running issue that is becoming more serious with the impending lack of Windows 7 support. I have found that any users who are on Windows 10 cannot consistently get print jobs sent to Docuvault to show up in their inboxes properly.…
  • My Assistant

    I am looking for pros and cons for using My Assistant for direct depoist notifications.
  • financial reports to excel

    Looking for the best way to get balance sheet, income statement, etc into excel so we are not printing and typing everything in. Office Connector? Change the reports so they are more easily exported to excel?
  • Macro through scheduled task!

    Hello, We are using Sage CRE 17.1 and I am trying to run a macro which prints a financial statement report and saves it to pdf and then email that pdf. So far I got this macro working from within Sage Timberline GL module, wherein I would run the recorded…
  • Default cc print

    Is there a way to turn off the default print to cc - for example, I create a transmittal and cc the file. I print the transmittal and only need one copy, but the system prints two.
  • Sending email from Sage 300 where all recipients may see who received email

    Is there a way to send an email from sage where all recipients can see who received the email?
  • Subcontractor Compliance Management

    We upgraded to Sage CRE 15.1 this week. When sending a Lien Waiver from Subcontractor Compliance Management in AP or PJ, it will only allow one email to be sent before it locks the module. AP and PJ will lock up, requiring us to do a hard shut down. Anyone…
  • Spaces added to cell data when exporting reports to excel

    For our insurance, I have to export a report to excel. Some columns in the report have extra spaces added to the data in the cell. Does anyone have experience getting Report Designer to export the data without adding spaces?