Blog posts with tips, training, and features in Sage 300 CRE software. Searchable knowledgebase-type articles for finding help.
Inside Every Accounting Solution Proposal The secret sauce for Sage 300 CRE When you get a software proposal from Tony Merry, VP at ETHOSystems, you may be surprised to learn that he has already customized the solution for you. There’s a ‘secret sauce’ inside every accounting solution proposal! It’s a special suite of five complementary
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Is your Accounting Software Stalling? Schedule a ‘Tune up’ Audit No one gets too worked up about an oil change or filter replacement, or even a dealer recall. And if you get a crack in your windshield you wouldn’t replace your whole car. Or would you? We frequently experience clients who will change out the
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Federal and state requirements for PTO Creating formulas in Sage 300 CRE can be daunting for even the most experienced user. Particularly, payroll formulas are one of the more complex formulas. With Federal and State legislation requiring paid sick leave, automatic accrual of hours for paid time off (PTO) is a worthwhile objective. But coming
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The workaround for testing A Sage 300 CRE client asked us: “I would like to test out some software features that I have not previously used. I don’t want to affect my live data with my testing. Is there a way I can create a test copy of my data folder?” Why yes, client –
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Reduce errors with digital data imports Large organizations often handle high volumes of accounting records—like invoices, payments, journal entries, and purchase orders. Manually entering this data takes more time and increases the risk of errors. If these transactions exist in digital format, you can use built-in tools to import data into Sage 300 CRE. The
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Selecting Accounting Software is Critical to your Success Do your due diligence! Selecting accounting software is one of the most critical operational decisions your construction company can face. Dedicating time and effort in vetting the best choice to meet your specific needs, procedures, and goals will obviously benefit you in the long run. But it’s
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Archive for more speed in Sage 300 CRE Why you need to archive The term “archiving” refers to the process of moving historical data from one file to another, and sometimes from one location to another, in order to preserve the data over time without losing the ability to easily access the data as desired.
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Financial Reporting for Prior Years How to create a report that goes back more than 2 years Some users see it as a drawback that Sage 300 CRE can’t print financials older than two years. In GL > Reports > Financial Statements, users can “rollback” reports like balance sheets, income statements, or trial balances to
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Powerful Reporting Inside Sage 300 CRE Among the most important aspects of having powerful accounting software like Sage 300 Construction and Real Estate are the reporting capabilities. Over time, as users come and go, reporting needs change, and custom reports accumulate. That’s when the beginnings of a Reports Monster can emerge! Critical info at your
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A role, a department, a phase? It’s typical in any size company – large or small – to become compartmentalized, and operate in informational silos. Construction Project Management is many things—let’s take a look at what it is NOT. There are many reasons for dysfunctional operations. They commonly include poor cross-company communication, managerial information gatekeepers,
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Year-End Preparation for Sage CRE Your ‘to-do’ list The beginning of the holiday season is fast approaching! Being prepared for year-end activities in your Sage 300 CRE software can help make your holidays the happiest. Some items for your “to-do” list might include: December Tasks 1. Version upgrade The only version supported at year-end will
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