The Power of Software Integration
Integration: The whole becomes greater than the sum of its parts Adding an application that fully and properly integrates with your primary data will expand your capabilities! Realize the potential in the power of software integration. Think about your software and what was implemented first…
Track metrics that matter to you
by Kyle Zeigler, Sage Senior Certified Consultant Creative Uses of GL Units Account in Sage 300 CRE When we think of GL financial statements in Sage 300 CRE, the traditional balance sheet, income statement, and statement of cash flows come to mind. These reports provide…
The Trailing Punchlist
Submitted by Bryan Eto, CPA BeachFleischman It’s a family affair!? Customer relationships with general contractors or owners who give your firm regular work can be like family relationships. One specialty subcontractor remarked about his work relationships that, “You will be spending more time with me in…
Financial Reporting for Prior Years in Sage 300 CRE
Submitted by Kyle Zeigler, Sage Senior Certified Consultant How to create a report that goes back more than 2 years What some users view as one of the shortcomings of Sage 300 CRE is the inability to print financial statements for periods more than two years…
MyAssistant — a Virtual Assistant for Sage 300 CRE
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…
How to Create a File Tools Backup in Sage 300 CRE
by Kyle Zeigler, Sage Senior Certified Consultant 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…
Declutter your views in Sage 100 Contractor
by Pam Schulz, Sage Certified Consultant Limit your view to what’s relevant Use Inactive Records, Job Level Security, and Screen Defaults to filter your view Inactive GL Accounts, Cost Codes, Vendors, old grids — sometimes seeing every record is just too much! Many records are often…
Top secret security reports in Sage 300 CRE
While these 9 security reports are not included in a report menu by default, they can be added in any application using that application’s Report Manager.
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