• 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…
  • 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!
  • 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…
  • Cost code with their own Extras

    Hello, We have a division project that caters to small projects. We are thinking if it's possible on the job cost to have Extras for the cost code. Is anyone knows or did that before? Your suggestions will be highly appreciated! Thanks!
  • We need the ability for PJ Change Requests to be able to be copied into a new Change Request

    I have heard for sometime that this enhancement is coming, when is it coming?
  • Menu bar

    The menu bar has dropped from Accounts Payable. Does anyone know how to get it back? The "toolbar" tab does not appear in customize options.
  • New pop up message in Payroll :"Verify NACHA file accepted"

    We just did the update to 20.5.1 and now there is a pop up message when I go to generate direct deposits. This is not necessary and does slightly disrupt the work process. But if I work from home and this pops up on a different screen, I will not…
  • JC MASTER FILE CHECKLIST CUSTOMIZE

    How do you customize the job checklist that is located in the Job Master File? I thought that you used to be able to do this in JC>Settings>Cutom Descriptions.
  • Payroll Employee Setup Termination Reason List

    Payroll->Setup->Employees->Misc Info->Reason How do we add more reasons (or delete some we never will use) on the list of terminations reasons in the new version of Sage 300 CRE 20.3? We have our own reasons for terminating employees that have to…
  • Macros menu selection missing

    I use version 18.2, the latest version as of 5/2/19. I am trying to automate some tasks and thought I would use MACROS. Well, I cannot find it any place and was wondering if anyone had a similar problem. I am a user that is both part of the Security Administrator…
  • Las Vegas, NV Contacts/Users

    FormerMember
    FormerMember
    Good morning, I've just jointed this group and hopefully in the correct area to ask this question. We are using Sage 300 CRE and wanting to know if this is the correct group to be and if there are any users in Las Vegas, NV that we can also connect…
  • Estimating spreadsheet changes not saved

    When making changes to my estimate spreadsheet and attempting to save the changes I am encountering a "critical" error message w/the program closing out.
  • Is there a way to save print settings in the Work Order Print Preview to always print two copies?

    When we print work orders from Service Management we go to Print Preview and click the print icon. We found the Page Setup icon and changed it two copies and it only worked that one time. When we opened up the next work order in print preview we still…
  • Cost Based Invoice, Mark-up - How do I add my markup so it generated in the Change WIP?

    FormerMember
    FormerMember
    1st time generating a mark up on a cost based invoice and I am having trouble with my mark up table, it does not show available markups niether will it save the percentage in the one I set up. Please help.
  • AP Vendor Compliance

    Does anyone have a way to setup vendor compliance items by vendor type - so when I enter in a vendor by type it will pre-fill as needed. Any thoughts?
  • I'm new to the Forum but have used Sage 300 CRE for years. I have a question about My Assistant

    I have a question about My Assistant and hope this is a good place for feedback. I need to send a Sage payroll report with check dates from the 15th of each month to the End of each month but am not experienced enough with MA to make this happen...can…
  • Why is the 16.1 desktop not fully resizeable?

    Or, if it is, how can I do it? I do not need this useless webpage space taking up 2/3 of my screen. V14 was so useful for accessing tasks and applications; this version is just awful.
  • Anyone use electronic payment methods in AP?

    We are considering using electronic payment in AP with Wells Fargo Payment Manager--Anyone else using this? I need some feed back
  • Deleting MyAssisant Default signature line

    Is it possible to delete the MyAssistant Default signature line? If so, how would I do that?
  • Closing a Company in GL is showing another company in list

    I have a company XXX. When I go to GL and hit tasks -> Open/Close Posting Period another company YYY is showing. I didnt setup any of the companies. I am guessing there must be some sort of reference from YYY to XXX. Please help. Thanks.
  • Service Management

    I am using Sage 300 Construction & Real Estate. Where can I find a user guide for Service Management? Please & thank you! Also if I am looking for training on this module would you suggest for me to use the Sage online class or have a private tutorial…
  • Entering Payment on Estimate

    We are a company that is paid on estimate and I am trying to figure out how we enter actual revenue vs. cash receipts. We currently bill the cash receipts as is and in excel create a spreadsheet to identify what we have actually made and what is still…
  • GUI Resolution Small for Sage 300 interface

    Does any one know if there is a way to increase the overall font / GUI for the TS MAIN Menus. They appear very small for some of our users. Other applications work OK - it just appears the SAGE interface comes up small. Any guidance would be helpful.