• Invoice Holds

    Hello, We have been adding all of our holds on invoices under AP - Check Select. I am trying to figure out how to get these holds to show under an Inquiry in IQ. I notice that a "soft hold" don't show at all, when a VENDOR has a "hard hold" it shows…
  • Does anyone have a good method of handling invoices on hold in paperless?

    Does anyone have a good method of handling invoices on hold in paperless. We want to get them into AP in order to follow the matching principle and recognize revenue. Currently the Project Manger has to approve them and notify us that that they need to…
  • Equipment Repair Jobs For tracking all equipment costs

    I am attempting to created equipment repair jobs to track all shop personal activities. We use HCSS Heavy Job for time keeping in the field and we are looking at having our mechanics use it. Does anyone have a good template for equipment repair labor…
  • Setup for Multi-Phased Projects

    We are about to enter into agreements for several multi-phased projects. The way I see it, we have the following three options when setting this up in Sage 300 CRE: Multiple Contracts, matched to Multiple Jobs; Single Contract, with multiple Jobs;…
  • Is anyone using electronic payments to upload files to Wells Fargo in a flat file format?

    Is anyone using electronic payments to upload files to Wells Fargo in a flat file format? This is not the NACHA text file format supported in the program.
  • Does anyone use Sage 300 CRE to track leads?

    We would like to track leads coming in within Sage rather than offline in Excel as well as being able to track and report on disposition, conversion, etc. Thanks for any help in advance.
  • Switch Job(s) from Standard Cost Codes to Assigned Cost Codes

    Does anyone have any experience or knowledge they can share to further the following dialog? It seems like this should be a common issue/request, so I am hoping someone can shed some light out there! Thanks! Is there any documentation/tool/utilities…