Introducing the first of our Sage 100 Contractor Masterclass Series: ‘Take Full Advantage of Reporting in Sage 100 Contractor’ – October 11, 2022 @ 11am CDT
Unlock the Full Potential of Your Sage 100 Contractor Software
Did you know that you can create quick data queries in almost every screen? Have you customized your invoices, waivers and other forms with your logo and given them just the look you want? Would you like to send automatic reminders to Project Managers and others? Has your bank requested a daily “Positive Pay Report” and you don’t know where to begin?
Meet Your Masterclass Leader
Your Sage 100 Contractor software has an extensive set of tools for you! In this, the first of our Sage 100 Contractor Masterclass series, join Pam Schulz – a highly respected and experienced Sage 100 Certified Consultant as she takes you through the steps of deciding where to begin and the best tools to use in your software. Whether you plan to create your own reports or have someone else assist, there are certain things “everyone should know.”
What You’ll Learn
Both new and seasoned users will benefit from the focus on reporting in Sage 100 Contractor as we discuss Form Design, Report Writer, Alerts, Queries and Scheduled Reports. This session will help you decide what output you want and how to get it set up in Sage 100 Contractor.
- Sometimes all you need is a simple list like your Subcontractors in a certain city. This could be solved with the (binocular) queries.
- Perhaps you have more than one company and would like logo specific forms to use in each one. Understanding Shared, Private and Company Specific forms in Form Design will make this easy.
- Maybe your new job requires a specific Lien Waiver form. Rather than manually creating the waivers you could use the Form Design tool to create a special form.
- Or, as year-end approaches you dread your 401k reporting. Investing now in a custom report through the Report Writer will make this year’s – and future year’s reporting so much simpler.
Maximize Your Reporting Power in Just One Hour
Spend an hour checking out your Sage 100 Contractor Reporting toolkit and get ready to take full advantage of Reporting in Sage 100 Contractor.