| TUG Tips & Tricks |
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| Sage 300 CRE |
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Wednesday, January 29, 2020
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TUG Tip-- Sage 300 CRE »
TUG Tip - Sage 300 CRE- Project Management
Using Spell Check in PJ
After writing lengthy RFI questions...
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Wednesday, December 18, 2019
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TUG Tip-- Sage 300 CRE »
TUG Tip - Sage 300 CRE- Project Management
Crystal Reports - Renaming a Subreport Preview Tab Caption
If y...
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Tuesday, November 26, 2019
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TUG Tip-- Sage 300 CRE »
TUG Tip - Sage 300 CRE- Job Cost
Setting Up Cost Codes and Categories
Did you know you can create a...
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Wednesday, November 20, 2019
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TUG Tip-- Sage 300 CRE »
TUG Tip - Sage 300 CRE- Project Management
RFI'S: Number System
Creating a consistent numbering system...
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Wednesday, October 23, 2019
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TUG Tip-- Sage 300 CRE »
TUG Tip -- Sage 300 CRE- Project Management
It takes only 3 double clicks in a Find Screen
Did you know y...
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Wednesday, October 23, 2019
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TUG Tip-- Sage 300 CRE »
TUG Tip -- Sage 300 CRE- Project Management
It takes only 3 double clicks in a Find Screen
Did you know y...
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Wednesday, September 25, 2019
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TUG Tip-- Sage 300 CRE »
TUG Tip -- Sage 300 CRE- Project Management
Submittals: Dynamic Stamp
Add a dynamic stamp to your submittal...
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Wednesday, September 18, 2019
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TUG Tip-- Sage 300 CRE »
TUG Tip -- Sage 300 CRE- Accounting / Contracts
Delete Standard Contract
A Standard Contract was set up...
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Wednesday, August 28, 2019
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TUG Tip-- Sage 300 CRE »
TUG Tip -- Sage 300 CRE- Project Management
How to Enter Drawings with Phases
Do you have multiple phases in on...
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Wednesday, July 31, 2019
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TUG Tip-- Sage 300 CRE »
TUG Tip -- Sage 300 CRE
Sage 300 Accounts Payable Vendor Setup – Payment Method
Tired of printing...
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Wednesday, July 3, 2019
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TUG Tip-- Sage 300 CRE »
TUG Tip - Sage 300 CRE
Project Management- How to Search for Keywords in a Crystal Report
I always find myself...
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Wednesday, June 26, 2019
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TUG Tip-- Sage 300 CRE »
TUG Tip -- Sage 300 CRE
Custom Logs for Closeout
Do you track items received by vendors for closeout...
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Wednesday, June 19, 2019
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TUG Tip - Sage 300 CRE »
TUG Tip - Sage 300 CRE
Error Correction CM
If a non-customer cash receipt is recorded in AR, it cannot be edited...
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Wednesday, May 22, 2019
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TUG Tip -- Sage 300 CRE »
TUG Tip - Sage 300 CRE
Meeting Minutes Sort Order
Ever wonder how to sort your meeting minutes the way you want them...
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Wednesday, May 1, 2019
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TUG Tip -- Sage 300 CRE »
TUG Tip - Sage 300 CRE
When to use Job Cost Extras
Are you confused about when to use Job Cost Extra’s? Here are a...
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Wednesday, April 24, 2019
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TUG Tip -- Sage 300 CRE »
TUG Tip - Sage 300 CRE
Ensure all PJ documents include your name and company name
To ensure that all PJ documents i...
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Wednesday, April 3, 2019
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TUG Tip -- Sage 300 CRE »
TUG Tip - Sage 300 CRE
Linking a Contract Item to a Job
Linking a contract item to a job, extra and/or cost code: th...
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Wednesday, March 27, 2019
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TUG Tip -- Sage 300 CRE »
TUG Tip - Sage 300 CRE
How to Export an Inquiry to Excel
Did you know you can export an inquiry to Excel? It’s easy...
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Wednesday, February 27, 2019
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TUG Tip -- Sage 300 CRE »
TUG Tip -- Sage 300 CRE:
How to re-print a bill that is not posted:
Did you know if a printed bill as not been...
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Wednesday, February 6, 2019
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TUG Tip -- Sage 300 CRE »
TUG Tip - Sage 300 CRE
Excel - New Window View
Ever use an Excel file (workbook) with multiple worksheets and need t...
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Wednesday, November 28, 2018
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TUG Tip -- Sage 300 CRE »
Sage 300 CRE Tip:
Use Desktop to customize your own workflow:
Did you know you can create a “Favorite” aka C...
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Wednesday, October 24, 2018
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TUG Tip -- Sage 300 CRE »
Sage 300 CRE TUG Tip of the Week:
How to Export a Inquiry to Excel
Did you know you can export an inquiry to E...
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Wednesday, October 3, 2018
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TUG Tip -- Sage 300 CRE »
Sage 300 CRE Tip:
Customize Sage to Open the Last Folder at Startup
Did you know you can automatica...
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Wednesday, September 12, 2018
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TUG Tip -- Sage 300 CRE »
Sage 300 CRE Tip:
SAGE 300 Accounts Payable Vendor Setup – Payment Method
Tired of printing checks? ...
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Tuesday, August 21, 2018
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TUG Tip -- Sage 300 CRE »
Sage 300 CRE Tip:
Lock it up when leave:
In order help facilitate a secure network, I ask all my users t...
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Wednesday, August 8, 2018
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TUG Tip -- Sage 300 CRE »
Sage 300 CRE Tip:
Reconciliation-GL Settings
The most common error that affects reconciliation is the e...
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Wednesday, July 18, 2018
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TUG Tip -- Sage 300 CRE »
Sage 300 CRE Tip:
Email Reports from Sage
To send a report from the Reports menu, select the report you wan...
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Wednesday, June 27, 2018
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TUG Tip -- Sage 300 CRE »
Sage 300 CRE: Accounts Payable & PJ
Sage 300 Accounts Payable Vendor Setup - Cost Code Default
Want to save time...
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Wednesday, June 6, 2018
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TUG Tip -- Sage 300 CRE »
Sage 300 CRE Tip:
How to search for keywords in a Crystal Report?
I always find myself trying to find specific...
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Wednesday, May 16, 2018
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TUG Tip -- Sage 300 CRE »
TUG Tip: Sage 300 CRE
Auto-Sizing Columns
I found this tip years ago and use it every day. It wasn’t unti...
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Wednesday, May 9, 2018
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TUG Tip -- Sage 300 CRE »
TUG Tip: Sage 300 CRE
How to Set Up a Default Sender:
Ever wonder how to have your name prefill in Sage?
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Wednesday, March 28, 2018
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TUG Tip -- Sage 300 CRE »
Sage 300 CRE Tip - AR/CM
Error Correction CM
If a non-customer cash receipt is recorded in AR, it cannot be edited o...
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Wednesday, March 14, 2018
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TUG Tip -- Sage 300 CRE »
Sage 300 CRE Tip - Accounting/ Contracts
Delete Standard Contract
A Standard Contract was set up in error and ne...
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Wednesday, February 21, 2018
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TUG Tip -- Sage 300 CRE: Project Management »
Sage 300 CRE Tip: Project Management
Correct RFI's in the Wrong Job
Have you ever started creating RFI's usi...
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Wednesday, December 6, 2017
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TUG Tip -- Sage 300 CRE: Payroll »
Sage 300 CRE: Payroll
How to Void Check or Direct Deposit
In Payroll, from the Tasks menu, select Void Checks...
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