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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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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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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