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TUG Tips & Tricks

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Sage 300 CRE
Wednesday, October 25, 2023 (0 Comments - view/add) 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...
Wednesday, October 18, 2023 (0 Comments - view/add) 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...
Wednesday, October 11, 2023 (0 Comments - view/add) 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...
Wednesday, September 13, 2023 (0 Comments - view/add) 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...
Wednesday, September 6, 2023 (0 Comments - view/add) 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...
Wednesday, August 30, 2023 (0 Comments - view/add) TUG Tip - Sage 300 CRE » TUG Tip -- Sage 300 CRE How to Successfully Add Cost Codes from Procore to Sage Admin Tool Work Breakdown...
Wednesday, August 23, 2023 (0 Comments - view/add) TUG Tip - Sage 300 CRE » TUG Tip -- Sage 300 CRE Quickly get to date format when exporting inquiries to Excel When inquiries are exporte...
Wednesday, August 16, 2023 (0 Comments - view/add) 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...
Wednesday, August 9, 2023 (0 Comments - view/add) 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...
Wednesday, August 2, 2023 (1 Comment - view/add) 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,...
Wednesday, June 28, 2023 (0 Comments - view/add) 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...
Wednesday, June 21, 2023 (0 Comments - view/add) 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.&...
Wednesday, June 14, 2023 (0 Comments - view/add) 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...
Wednesday, May 31, 2023 (0 Comments - view/add) TUG Tip - Sage 300 CRE - Recurring Invoices » TUG Tip --Sage 300 CRE Recurring Invoices Using the Recurring Invoice function within the Accounts Payable modul...
Wednesday, May 10, 2023 (0 Comments - view/add) 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...
Wednesday, April 19, 2023 (0 Comments - view/add) 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...
Wednesday, April 12, 2023 (0 Comments - view/add) 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...
Wednesday, April 5, 2023 (0 Comments - view/add) 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...
Wednesday, March 1, 2023 (0 Comments - view/add) 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...
Wednesday, February 22, 2023 (0 Comments - view/add) 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...
Wednesday, February 15, 2023 (0 Comments - view/add) 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...
Wednesday, February 8, 2023 (0 Comments - view/add) 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...
Wednesday, February 1, 2023 (0 Comments - view/add) 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...
Wednesday, January 25, 2023 (0 Comments - view/add) 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...
Wednesday, January 18, 2023 (0 Comments - view/add) 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...
Wednesday, December 28, 2022 (0 Comments - view/add) 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...
Wednesday, December 21, 2022 (0 Comments - view/add) 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...
Wednesday, December 14, 2022 (1 Comment - view/add) 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...
Wednesday, December 7, 2022 (0 Comments - view/add) 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,...
Wednesday, November 30, 2022 (0 Comments - view/add) 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...
Wednesday, November 23, 2022 (0 Comments - view/add) 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...
Wednesday, November 16, 2022 (0 Comments - view/add) 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...
Wednesday, November 9, 2022 (0 Comments - view/add) 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...
Wednesday, October 26, 2022 (0 Comments - view/add) TUG Tip - Sage 300 CRE - Sage Report Tip » TUG Tip -- Sage 300 CRE Sage Report Tip If you are previewing a Sage report, Ctrl+End will take you to the end...
Wednesday, October 19, 2022 (0 Comments - view/add) TUG Tip - Sage 300 CRE » TUG Tip -- Sage 300 CRE Saving Favorites to Your Desktop Manage Favorites to see the reports you use most f...
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Tips & Tricks more

10/29/2025SAGE 300 Accounts Payable Vendor Setup – Cost Code Default

10/22/2025Working in the Items List (SQL)

10/15/2025Adding Reports to Sage's Homepage

Calendar more

11/3/2025
TUG Membership Committee Meeting

11/4/2025
Sage Intacct Construction User Community Meeting

11/4/2025
Sage 300 CRE Change Management Basics - Workflow & Change Requests

11/5/2025
TUG Social Media Committee Meeting

11/5/2025
Sage 300 CRE: Construction Accounting User Community: Open Forum

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