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What’s new in MyAssistant 22.1 for Sage 300 Construction and Real Estate

  • 2 min read

Find Information in Sage with New, English-Like Conditions

One of the top customers’ requests was making it easier to specify what you’d like MyAssistant to find. In MyAssistant 22.1, Conditions were redesigned to use simple, English-like statements.

MyAssistant 22.1: Previewing the new English-Like Condition at any time to confirm you’re getting the right information:


  • Checking for a date “in the last specified days” or “in the next 30 days”
  • Selecting Jobs numbers that “Begin with”, “End with” or “Contains” certain characters
  • Checking for amounts over a specified number in a range of numbers
  • Looking up Sage information like sums, counts or calculations using MyAssistant Formulas

More than 400 Conditions that come with the MyAssistant have been converted to use the new, English-like statements. This lets you easily learn about MyAssistant then customize existing Conditions to use on your Tasks and get exactly the information you’re looking for, including almost all prebuilt Tasks that are pre-installed with MyAssistant.

An Easier Way to Send Excel Spreadsheets

While many customers already use MyAssistant to send spreadsheets, MyAssistant 22.1 features an easier way to send things like AR Aging, AP Invoice Register, Cost to Completion, Jobs Over Budget, and more.

MyAssistant 22.1: An easier way to send things like AR Aging, AP Invoice Register and Cost to Completion data in an Excel

The emailed spreadsheets can be saved to a specified folder automatically using “smart” folders that are based on values in Sage (e.g. Customer, Vendor, Job, or Project Manager Name). For example, you could send each Project Manager a weekly cost spreadsheet for each of their Jobs, then have MyAssistant automatically create a folder named after the Project Manager with a copy of each spreadsheet.

More resources on MyAssistant version 22.1