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TUG Tips & Tricks

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Sage 300 CRE
Wednesday, October 12, 2022 (0 Comments - view/add) TUG Tip - Sage 300 CRE - Cash Management » TUG Tip -- Sage 300 CRE Cash Management Tip Check out the Bank Transfer Task in Cash Management. It is a...
Wednesday, September 28, 2022 (0 Comments - view/add) TUG Tip - Sage 300 CRE » TUG Tip -- Sage 300 CRE Clean Printing to Excel in Sage 300 CRE I love using Excel! There are times when it can be...
Wednesday, September 21, 2022 (0 Comments - view/add) TUG Tip - Sage 300 CRE » TUG Tip -- Sage 300 CRE Contracts Workflow - Schedule of Values Enter all your general info from your owner within...
Wednesday, September 14, 2022 (0 Comments - view/add) TUG Tip - Save a Step Logging into Sage » TUG Tip -- Sage 300 CRE Save a Step Logging into Sage When logging into Sage, you can skip the step of selecting y...
Wednesday, August 31, 2022 (0 Comments - view/add) TUG Tip - 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 to...
Wednesday, August 17, 2022 (0 Comments - view/add) TUG Tip - Sage 300 CRE » TUG Tip -- Sage 300 CRE Sage/Procore Contract Line Items Take the time to create specific instructions f...
Wednesday, August 10, 2022 (0 Comments - view/add) TUG Tip - Sage 300 CRE - Compliance Grid - Releases » TUG Tip -- Sage 300 CRE Compliance Grid - Releases JC > Job Setup > Job compliance tab In order f...
Wednesday, July 27, 2022 (0 Comments - view/add) TUG Tip - Sage 300 CRE - Balance Sheet Doesn't Balance » TUG Tip -- Sage 300 CRE BALANCE SHEET DOESN'T BALANCE Here ’ s a Tip : If the Trial Balance is i...
Wednesday, July 20, 2022 (0 Comments - view/add) TUG Tip - Sage 300 CRE » TUG Tip -- Sage 300 CRE Sage/Procore - Use "Inquiry" to verify budget and contract lines that were imported Proc...
Thursday, June 23, 2022 (0 Comments - view/add) TUG Tip - Sage 300 CRE » TUG Tip - Sage 300 CRE PJ Change Management Custom Fields PJ Change Request has multiple customizable fields b...
Tuesday, June 7, 2022 (0 Comments - view/add) TUG Tip - Sage 300 CRE » TUG Tip - Sage 300 CRE AIM Document Storage (Timberscan) Did you know you can store non-accounts payable items usi...
Wednesday, May 18, 2022 (0 Comments - view/add) TUG Tip - Job Prefill » TUG Tip -- Job Prefill When working in the PJ module you can check a box that will make it so that the last job...
Tuesday, May 3, 2022 (1 Comment - view/add) TUG Tip - Rejected Entries » TUG Tip -- Rejected Entries Review your posting reports on a regular basis to see if there are any rejected entries. Co...
Tuesday, April 26, 2022 (1 Comment - view/add) TUG Tip - AP Import Invoices » TUG Tip -- AP Import Invoices If you haven’t taken the time to set this up, I recommend you do so now! It took me...
Thursday, April 7, 2022 (1 Comment - view/add) TUG Tip - Additional Items Available in Grids » TUG Tip -- Additional Items Available in Grids When entering information into a grid in PJ (such as when creating a sub...
Tuesday, March 22, 2022 (0 Comments - view/add) TUG Tip - Inquiry - Invoice Register » TUG Tip -- Inquiry - Invoice Register When trying to look up information on vendor invoices using an inquiry, there is...
Tuesday, March 22, 2022 (0 Comments - view/add) TUG Tip - Wanting to start to integrate with Procore? » TUG Tip -- Wanting to start to integrate with Procore? Understanding how your company wants data to flow and what you’l...
Wednesday, March 2, 2022 (0 Comments - view/add) TUG Tip - #2 Reason Financial Statements Are Out of Balance » #2 Reason Financial Statements Are Out of Balance The Number Two reason that your current ledger or financial statements...
Tuesday, February 22, 2022 (0 Comments - view/add) TUG Tip - #1 Reason Financial Statements Are Out Of Balance » #1 Reason Financial Statements Are Out Of Balance The Number One reason that your current ledger or financial statements...
Wednesday, February 16, 2022 (0 Comments - view/add) TUG Tip - Sage Subcontractor Compliance Management » TUG Tip -- Sage Subcontractor Compliance Management Sage Subcontractor Compliance Management is a great snapshot of inf...
Wednesday, January 26, 2022 (0 Comments - view/add) TUG Tip - PJ Change Request - Changing the Description of the Statuses » TUG Tip -- PJ Change Request - Changing the Description of the Statuses You can change the names of the 3 pending Chang...
Tuesday, January 18, 2022 (0 Comments - view/add) TUG Tip -- Sage 300 CRE » TUG Tip -- Moving Transactions to History Files Make sure to move only those transactions to history that you do...
Tuesday, November 9, 2021 (0 Comments - view/add) TUG Tip -- Sage 300 CRE » TUG Tip -- Sage 300 CRE -- Accounts Payable and Project Management Sage Compliance Tip In PJ,...
Thursday, September 2, 2021 (0 Comments - view/add) TUG Tip -- Sage 300 CRE » TUG Tip -- Sage 300 CRE -- Job Cost Copy Jobs Do you have some jobs that use the same paramet...
Wednesday, August 4, 2021 (0 Comments - view/add) TUG Tip -- Sage 300 CRE » TUG Tip -- Sage 300 CRE -- Project Management Address Book and the "Use as" Button ...
Wednesday, July 7, 2021 (0 Comments - view/add) TUG Tip -- Sage 300 CRE » TUG Tip -- Sage 300 CRE -- Project Management Internal Change Request Status Many...
Tuesday, June 29, 2021 (0 Comments - view/add) TUG Tip -- Sage 300 CRE » TUG Tip -- Sage 300 CRE -- Job Central Job Setup in Job Central Job Central is a wizard tool to eas...
Wednesday, June 23, 2021 (0 Comments - view/add) TUG Tip -- Sage 300 CRE » TUG Tip -- Sage 300 CRE -- Project Management Change Management Security You can restric...
Wednesday, June 16, 2021 (0 Comments - view/add) TUG Tip -- Sage 300 CRE » TUG Tip -- Sage 300 CRE Sage 300 CRE Best Practices - USE SECURITY Use 300 CRE Security to prevent unautho...
Wednesday, May 26, 2021 (0 Comments - view/add) TUG Tip -- Sage 300 CRE » TUG Tip -- Sage 300 CRE Sage 300 CRE Job Setup In JC job setup Status tab – you can use the pencil edit bu...
Wednesday, May 5, 2021 (0 Comments - view/add) TUG Tip -- Sage 300 CRE » TUG Tip -- Sage 300 CRE -- Project Management Change Management and RFI's Use your RFI's to help manag...
Wednesday, April 28, 2021 (0 Comments - view/add) TUG Tip -- Sage 300 CRE » TUG Tip -- Sage 300 CRE --Construction Accounting Excel Tips - Excel SUBTOTAL Function This vid...
Wednesday, April 7, 2021 (0 Comments - view/add) TUG Tip -- Sage 300 CRE » TUG Tip -- Sage 300 CRE -- Project Management Owner Change Order (OCO) Description The Owner Change Or...
Wednesday, March 24, 2021 (1 Comment - view/add) TUG Tip -- Sage 300 CRE » TUG Tip -- Sage 300 CRE -- Project Management PJ Change Request - Customize Your Views When creating a Chang...
Wednesday, March 10, 2021 (0 Comments - view/add) TUG Tip -- Sage 300 CRE » TUG Tip -- Sage 300 CRE -- AP Generate Electronic Payments The Generate Electronic Payments task uses...
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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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