| TUG Tips & Tricks |
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| Sage 300 CRE |
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Wednesday, December 10, 2025
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Year End Closing »
TUG Tip - Sage 300 CRE Year End Closing The end of the year is a great time to clean up your current file....
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Wednesday, December 3, 2025
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A Better Way to Send a Report to Excel! »
TUG Tip - Sage 300 CRE A Better Way to Send a Report to Excel! Next time you want to print a Sage report...
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Wednesday, October 29, 2025
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SAGE 300 Accounts Payable Vendor Setup – Cost Code Default »
TUG Tip - Sage 300 CRE Sage 300 Accounts Payable Vendor Setup - Cost Code Default Want to save time when e...
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Wednesday, September 24, 2025
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Compliance Grid - 2nd Tiered Vendors »
TUG Tip - Sage 300 CRE Compliance Grid - 2nd Tiered Vendors To enter Secondary Vendor information, you can...
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Wednesday, August 20, 2025
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Employee Exempt from FWH »
TUG Tip -- Sage 300 CRE Employee Exempt from FWH If you have an employee that is exempt from Federal Withh...
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Wednesday, August 13, 2025
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How to search for keywords in a Crystal Report »
TUG Tip -- Sage 300 CRE How to Search for Keywords in a Crystal Report • Open a Crystal Report Summary Log...
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Tuesday, July 29, 2025
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Sage 300 CRE: Tips to Avoid Posting to a Closed Period »
TUG Tip -- Sage 300 CRE Sage 300 CRE: Tip to Avoid Posting to a Closed Period The billing module will not...
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Wednesday, July 2, 2025
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Adding a newly created cost code to budget tool in Procore »
TUG Tip -- Sage 300 CRE Adding a newly created cost code to budget tool in Procore +Create Budget Line Item...
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Wednesday, June 18, 2025
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Recurring Invoices »
TUG Tip -- Sage 300 CRE Recurring Invoices Using the Recurring Invoice function within the Accounts Payable...
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Wednesday, May 21, 2025
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Sage 300 CRE - Setup Tip »
TUG Tip -- Sage 300 CRE Setup Tip If you have multiple Sage databases but only use one most of the time, yo...
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Wednesday, March 12, 2025
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How to Refund an Overpayment from an Owner/Customer »
TUG Tip -- Sage 300 CRE How to Refund an Overpayment from an Owner/Customer Enter an AR invoice for the ove...
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Wednesday, February 5, 2025
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Adjusting Invoices In A Prior Period »
TUG Tip -- Sage 300 CRE Adjusting Invoices In A Prior Period In order to create a better audit trail when adjusting...
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Wednesday, January 22, 2025
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Send Less Detail From Payroll to Job Cost »
TUG Tip -- Sage 300 CRE Send Less Detail From Payroll to Job Cost In order to prevent those with access to...
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Wednesday, December 18, 2024
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Sage 300 CRE - Year-End Checklists »
TUG Tip -- Sage 300 CRE Year-End Checklists Did you know you can head to Sage's Community Hub and find checklists fo...
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Wednesday, December 4, 2024
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Zero Cash Receipts in AR »
TUG Tip -- Sage 300 CRE Zero Cash Receipts in AR AR does not allow zero receipts but you can get around it...
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Wednesday, November 20, 2024
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Sage 300 CRE - Year-End Upgrade Notice »
TUG Tip -- Sage 300 CRE Year-End Upgrade Notice If you are on Sage 300 CRE version 23.2 or later, there is no need to...
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Wednesday, October 23, 2024
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Sage 300 CRE - Billing Retainage in AR »
TUG Tip -- Sage 300 CRE Sage 300 CRE - Billing Retainage in AR In Accounts Receivable, select Tasks > Bill Retaina...
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Wednesday, October 16, 2024
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Sage 300 CRE - How to Hide or Show Columns »
TUG Tip -- Sage 300 CRE Sage 300 CRE - How to Hide or Show Columns Did you know you can add columns that are...
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Thursday, September 26, 2024
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TUG Tip -- Sage 300 CRE -- Procore Data Mapping »
TUG Tip -- Sage 300 CRE Sage 300 / Procore Data Mapping If you're new to Procore and the integration, I highly recomme...
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Wednesday, August 14, 2024
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TUG Tip - Sage 300 CRE - Tip to Avoid Posting to a Closed Period from Billing »
TUG Tip -- Sage 300 CRE
Tip to Avoid Posting to a Closed Period from Billing
The billing module will not warn you...
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Wednesday, July 10, 2024
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TUG Tip - Sage 300 CRE - Titles in Report Designer »
TUG Tip -- Sage 300 CRE
Titles in Report Designer
If you highlight your titles in Report Designer and "unbold" the...
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Wednesday, May 29, 2024
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TUG Tip - Sage 300 CRE - PJ Job Setup Site Contacts »
TUG Tip -- Sage 300 CRE
PJ Job Setup Site Contacts
Did you know when you are in an RFI, submittal, transmittals, a...
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Wednesday, May 15, 2024
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TUG Tip - Sage 300 CRE - PJ Job Setup Spec Sections »
TUG Tip -- Sage 300 CRE
PJ Job Setup Spec Sections
Did you know you can enter the spec section and description b...
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Wednesday, April 24, 2024
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TUG Tip - Sage 300 CRE - RFI "Days to respond" and "To" fields »
TUG Tip -- Sage 300 CRE
RFI "Days to respond" and "To" Fields
In PJ, job setup, go to the "Scope/Documents" tab...
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Wednesday, April 10, 2024
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TUG Tip - Sage 300 CRE - AP $0 Items Stuck on the Check Runs »
TUG Tip -- Sage 300 CRE
AP $0 Items Stuck on the Check Runs
Do you have some $0 transactions that are stuck on y...
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Wednesday, April 3, 2024
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TUG Tip - Sage 300 CRE - PJ Job setup Custom Fields »
TUG Tip -- Sage 300 CRE
PJ Job Setup Custom Fields
Did you know you can add custom field on the job to allow you...
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Wednesday, March 27, 2024
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TUG Tip - Sage 300 CRE - It takes only 3 double clicks in a Find Screen »
TUG Tip -- Sage 300 CRE
It Takes Only 3 Double Clicks in a Find Screen
Did you know you can type a number in...
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Wednesday, March 13, 2024
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TUG Tip - Sage 300 CRE - How to Search Keywords in Crystal Report »
TUG Tip -- Sage 300 CRE
How to Search for Keywords in a Crystal Report
• Open a Crystal Report Summary Log •...
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Wednesday, March 6, 2024
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TUG Tip - Sage 300 CRE - Information Assistant »
TUG Tip -- Sage 300 CRE
Information Assistant
Does your company have limited licenses on key modules? If so,...
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Wednesday, February 28, 2024
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TUG Tip - Sage 300 CRE - How to Find the Location of CR & Report Designer Reports »
TUG Tip -- Sage 300 CRE
How to Find the Location of CR & Report Designer Reports
To find reports easily, use...
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Wednesday, February 21, 2024
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TUG Tip - Sage 300 CRE - A/P Split Payments »
TUG Tip -- Sage 300 CRE
AP Split Payments
In the Select invoices to pay window, select your invoice, then click "...
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Wednesday, February 7, 2024
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TUG Tip - Sage 300 CRE - Quick Buttons to Access Commonly Used Reports »
TUG Tip -- Sage 300 CRE
Quick Buttons to Access Commonly Used Reports
Add a "quick button" for your highly used r...
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Wednesday, January 24, 2024
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TUG Tip - F3 & F4 Buttons »
TUG Tip --Sage 300 CRE
F3 & F4 Buttons
When entering items through AR, AP and job cost you can use the F4 but...
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Wednesday, December 13, 2023
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TUG Tip - Sage 300 CRE - Recurring Invoices »
TUG Tip --Sage 300 CRE
Recurring Invoices
Using the Recurring Invoice function within the Accounts Payable module...
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Wednesday, December 6, 2023
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TUG Tip - Sage 300 CRE - How to Search to the end of a report FAST »
TUG Tip --Sage 300 CRE
How to Search to the End of a Report FAST
When running multiple page reports, a quick and...
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12/10/2025Year End Closing
12/3/2025A Better Way to Send a Report to Excel!
11/26/2025End of Year Closing
12/17/2025
Tech Talk
12/17/2025
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