| TUG Tips & Tricks |
Have a tip to share with your peers? Share a Tip of the Week and be featured on TUG's social media platforms! |
| Sage 300 CRE |
|---|
|
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...
|
|
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...
|
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
Sage Estimating User Community Meeting
| About Us | Membership | Knowledge Exchange | Events | Resources |
| About | Join Now | Advocate to Sage | Community Calendar | Get Connected ⇓ |
| Leadership ⇓ | What Members Say | User Communities | Year-End Webinars | Vendor Members |
| TUG Board of Directors | Member Orientation | Committees | National Conference | Associate Members |
| TUG Past Presidents | Get Involved | Advertise with TUG | TUGweb Tutorials | |
| TUG Staff | Follow Us on Social Media | FAQs | ||
| Contact Us | Get Rewarded | Career Center |
One Glenlake Parkway NE | Suite 1200 | Atlanta, GA 30328
Phone: (866) 846-0999 | Email: info@TUGweb.com
RSS
