| TUG Tips & Tricks |
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| Sage 300 CRE |
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Wednesday, November 29, 2023
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TUG Tip - Sage 300 CRE - Employee Exempt from FWH »
TUG Tip --Sage 300 CRE
Employee Exempt from FWH
If you have an employee that is exempt from Federal Withholding (...
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Wednesday, November 15, 2023
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TUG Tip - Sage 300 CRE - Adding a newly created cost code to budget tool in Procore »
TUG Tip -- Sage300 CRE
Adding a Newly Created Cost Code to Budget Tool in Procore
+Create Budget Line Item Add...
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Wednesday, October 25, 2023
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TUG Tip - Sage 300 CRE - Line Item Edit Pop Up Box When Using Multiple Monitors »
TUG Tip --Sage 300 CRE
In PJ, Line Item Edit Pop Up Box When Using Multiple Monitors
When trying to edit a line...
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Wednesday, October 18, 2023
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TUG Tip - Sage 300 CRE - Copy Job »
TUG Tip --Sage 300 CRE
Copy Job
There is a tool called Copy Job to help to speed up the process of entering new...
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Wednesday, October 11, 2023
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TUG Tip - Sage 300 CRE - Quick Bill Line Item Pop Up Box When Using Multiple Monitors »
TUG Tip --Sage 300 CRE
Quick Bill Line Item Pop Up Box When Using Multiple Monitors
When creating line items in...
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Wednesday, September 13, 2023
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TUG Tip - Sage 300 CRE - Sage 300 Cash Management Tip »
TUG Tip -- Sage 300 CRE
Sage 300 Cash Management Tips
Use the “Unposted CM Transactions in GL” report to help t...
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Wednesday, September 6, 2023
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TUG Tip - Sage 300 CRE »
TUG Tip -- Sage 300 CRE
Crystal Reports - Group on a Formula, not on a Field
When creating groups in Crystal Re...
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Wednesday, August 30, 2023
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TUG Tip - Sage 300 CRE »
TUG Tip -- Sage 300 CRE
How to Successfully Add Cost Codes from Procore to Sage
Admin Tool Work Breakdown...
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Wednesday, August 23, 2023
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TUG Tip - Sage 300 CRE »
TUG Tip -- Sage 300 CRE
Quickly get to date format when exporting inquiries to Excel
When inquiries are exporte...
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Wednesday, August 16, 2023
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TUG Tip - Sage 300 CRE - Sage 300/ Procore Data Mapping »
TUG Tip -- Sage 300 CRE
Sage 300 / Procore Data Mapping
If you're new to Procore and the integration, I highly...
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Wednesday, August 9, 2023
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TUG Tip - Sage 300 CRE - Office Connector Basics »
TUG Tip -- Sage 300 CRE
Sage 300 CRE: Office Connector Basics
• Allows you to move data between Excel & 3...
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Wednesday, August 2, 2023
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TUG Tip - Sage 300 CRE - Void Electronic Payments »
TUG Tip -- Sage 300 CRE
Void Electronic Payments
If you need to make a correction to the amount, invoice, date,...
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Wednesday, June 28, 2023
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TUG Tip - Sage 300 CRE - Expanding Available Report Conditions with the Index Button »
TUG Tip -- Sage 300 CRE
Expanding Available Report Conditions with the Index Button
Have you ever felt you were...
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Wednesday, June 21, 2023
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TUG Tip - Sage 300 CRE - Turn Off Smart Links »
TUG Tip --Sage 300 CRE
Turn Off Smart Links
In Crystal Reports - go to File - Options, select the Database tab.&...
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Wednesday, June 14, 2023
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TUG Tip - Sage 300 CRE »
TUG Tip --Sage 300 CRE
New to SAGE and Procore Financial Integration?
If you are new to using the Financial Inte...
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Wednesday, May 31, 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 modul...
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Wednesday, May 10, 2023
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TUG Tip - Sage 300 CRE - Auto Set »
TUG Tip -- Sage 300 CRE
Auto Set
Use the Autoset feature in an entry grid such as enter estimates or direct cost...
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Wednesday, April 19, 2023
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TUG Tip - Sage 300 CRE - Cash Management »
TUG Tip -- Sage 300 CRE
Sage 300 Cash Management - Setting Up New Bank Account
When setting up a new bank account...
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Wednesday, April 12, 2023
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TUG Tip - Sage 300 CRE - Right Click-Select All »
TUG Tip -- Sage 300 CRE
Right Click - Select All
When running Recoveries and Escalations, you can right click and...
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Wednesday, April 5, 2023
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TUG Tip - Sage 300 CRE - Send Less Details from Payroll to Job Cost »
TUG Tip --Sage 300 CRE
Send Less Details From Payroll to Job Cost
In order to prevent those with access to job co...
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Wednesday, March 1, 2023
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TUG Tip - Sage 300 CRE »
TUG Tip -- Sage 300 CRE
Complete Equipment Disposal through AR Cash Receipts
It is possible to record the full jo...
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Wednesday, February 22, 2023
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TUG Tip - Sage 300 CRE - Making Deposit IDs More Useful! »
TUG Tip -- Sage 300 CRE
Making Deposit IDs More Useful!
A lot of people incorporate the deposit date into the dep...
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Wednesday, February 15, 2023
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TUG Tip: Sage 300 CRE - Crystal Reports Basics »
TUG Tip -- Sage 300 CRE
Crystal Report Basics
Default report folder - Create a shortcut on your windows des...
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Wednesday, February 8, 2023
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TUG Tip - Sage 300 CRE »
TUG Tip -- Sage 300 CRE
Add Formula Column to Inquiry
Did you know you can add Formula Columns in an Inquiry? - S...
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Wednesday, February 1, 2023
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TUG Tip - Sage 300 CRE - Compliance Grid - Tracking Certified Payroll »
TUG Tip -- Sage 300 CRE
Compliance Grid - Tracking Certified Payroll
JC > Job Setup > Job compliance tab is...
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Wednesday, January 25, 2023
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TUG Tip - Sage 300 CRE - Report Basics »
TUG Tip -- Sage 300 CRE
Report Basics (Security)
When adding a new report to report manager, remember to go to Se...
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Wednesday, January 18, 2023
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TUG Tip - Sage 300 CRE - Cash Management »
TUG Tip -- Sage 300 CRE - Cash Management
Reconciling Bank Account
When Reconciling a Bank Account (CM, Tasks, Re...
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Wednesday, December 28, 2022
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TUG Tip - Sage 300 CRE »
TUG Tip -- Sage 300 CRE
Sage Security Report
Do you know there are other options available to see what security p...
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Wednesday, December 21, 2022
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TUG Tip - Sage 300 CRE »
TUG Tip -- Sage 300 CRE
Sage 300 Cash Management - Adjusting Cash Entries
If a cash entry original posted in AR d...
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Wednesday, December 14, 2022
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TUG Tip - Sage 300 CRE - Viewing Documents in Invoice Inquiry »
TUG Tip -- Sage 300 CRE
Viewing Documents in Invoice Inquiry
If you use a third party software like HH2 or...
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Wednesday, December 7, 2022
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TUG Tip - Sage 300 CRE - F4 Key »
TUG Tip -- Sage 300 CRE
F4 Key
Any time you are in a field that has a list associated to it, i.e. Vendor, Job,...
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Wednesday, November 30, 2022
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TUG Tip - Sage 300 CRE - What's This? »
TUG Tip -- Sage 300 CRE
What's This?
When working in Sage 300, if you have a question about what a field is, you...
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Wednesday, November 23, 2022
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TUG Tip - Sage 300 CRE - Copy Job »
TUG Tip -- Sage 300 CRE
Copy Job
Did you know you can copy a job setup to a new # or maybe you have...
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Wednesday, November 16, 2022
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TUG Tip - Sage 300 CRE »
TUG Tip -- Sage 300 CRE
Quick Reconciliation Tip in GL
If you are new to Sage 300 CRE you can quickly narro...
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Wednesday, November 9, 2022
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TUG Tip - Sage 300 CRE - Auto Print Journal to File »
TUG Tip -- Sage 300 CRE
Auto Print Journal to File
Use this feature to automatically print journals to file...
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