Blog posts with tips, training, and features in Sage 300 CRE software. Searchable knowledgebase-type articles for finding help.
Avoid 3rd Party Integration Mistakes for Sage 300 CRE Enhance Sage 300 CRE with APPROVED apps and automation New software products and technology can make a huge difference in our daily work lives. Add-on products for Sage 300 Construction and Real Estate, like MyAssistant, Procore, AboutTime, Sage Paperless, and TimberScan, are user favorites. They automate
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Integration app with 300 built-in tasks How efficient could you become at work with help for the more tedious tasks? MyAssistant — a virtual assistant for Sage 300 CRE, will save you time, increase efficiency and timeliness in reporting, expedite communications with vendors, customers, and employees, and even help improve accountability and profitability! And what
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Your secret sleuth… Did you know that Sage 300 CRE creates a log record for every process you start and end, along with all the steps in between? Although you may be diligent in reading the print journals produced after every data entry and processing task, you may sometimes see the message, “Errors found –
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Export pre-built inquiries Excel Inquiring minds want to know! Meaningful information, at your fingertips – is a common expectation for today’s business software. Sage 300 Construction and Real Estate does this well with an abundance of pre-built inquiries. Inquiries provide instant access to information for users at all levels. From AP/AR personnel to operations and
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IRS 2020-65 tax deferral Sage KB Article 10663 On August 28, 2020, the US Department of Treasury and IRS issued Notice 2020-65 to guide employers on payroll tax relief from Trump’s August 8, 2020, Presidential Memorandum. To help Sage 300 CRE users track and report the deferral, Sage released Knowledgebase Article 10663. Important verbiage from
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Backing up in Sage 300 CRE is critical! Backing up your accounting data is critical for mitigating the risk of data loss. Of course, performing a nightly by a third-party backup process is great, but the only Sage-supported method for backing up your accounting data is through the use of File Tools. Learn how to
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Your Software System Can Pay for Itself! Outgrown Spreadsheets at your Construction company? But not sure if you’ll get a return on your new software investment? No need to worry! Here are ten great ways how Sage 100 Contractor or Sage 300 CRE will pay for itself — and WAY beyond that! Eliminate spreadsheets –
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Best Practices for Sage 300 CRE month-end Even in organizations that have used Sage 300 CRE for many years, shortcuts are often taken, procedures skipped, and best practices for Sage 300 Construction Real Estate month-end are ignored. Furthermore, omitting what may seem to be non-critical steps can lead to huge headaches later on. In addition,
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Schedule routine software checkups! Did you know that your Sage 300 Construction and Real Estate software comes equipped with its own built-in medical staff? File Doctor is IN — and you’ll find this tool in Desktop > Common Tasks > Tools. Just like any good medical doctor, File Doctor provides routine health checkups and cures
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Invest in your existing assets — it’s a ‘SURE’ bet! Most of our clients who use Sage 300 Construction and Real Estate (formerly known as Timberline Office) have applied many software updates over the years. Even with the best intentions though, few take the time for implementing the enhancements in Sage 300 CRE releases. In addition,
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Sometimes you just have to! Let’s be honest —despite your Sage consultant’s recommendations to eliminate outside systems, sometimes you just want to export data from Sage 300 CRE in Excel. And when we approach year-end preparation time, it is particularly helpful in preparing reconciliation worksheets that you may eventually send to an outside CPA or auditor. The
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