• Archive

  • Sage Office Connector Suite

    This webinar recording shows you how to produce financials with graphs and charts, conditional logic, drill into details, roll back more than 25 periods, report off of multiple data folders, and more using Sage Office Connector Query and Financials. Agenda Office Connector Product Suite OverviewWhy choose Office ConnectorSoftware DemonstrationGL Financial Statements with Drill-DownCreate comparative statements from scratch Presenter: James Coyle & Marshall [...]

    Sage Office Connector Import

    This webinar recording provides a comprehensive overview of Sage Office Connector Import. Learn how you can harness your Excel knowledge to create import files that feed directly to the Sage 300 Construction and Real Estate database. Empowering you and your team to manage data in Excel based, saving time for your business. Agenda Office Connector Launch Pad TemplatesJobcost Cost to CompleteJobcost Estimate Import FileImport DesignerCreate entry grid Presenter: James Coyle [...]

    Sage Office Connector Query

    This webinar recording provides a comprehensive overview of Sage Office Connector Query. Learn how you can harness your Excel knowledge to create dynamic spreadsheets that query directly to the Sage 300 CRE database. Empowering you and your team to create Excel-based reports with meaningful real-time analytics for your business. Agenda Office Connector Launch Pad TemplatesJobcost Cash Flow Analysis by Job - Detailed Cash Flow ReportJobcost Cost to CompleteJobcost Work in [...]

    Sage Office Connector Write

    This webinar recording provides a comprehensive overview of our Sage Office Connector Write. See how you can harness your Excel knowledge to write values directly to the Sage 300 CRE database. Empowering you and your team to manage data in Excel, saving time for your business. Agenda Quick Refresher on Office Connector - QueryWrite Designer - AP VendorOffice Connector Launch Pad TemplatesAPInvoice ApprovalMaintain Employee Information Presenter: James Coyle & Marshall [...]

    Forecasting Project Expenditures Over Time

    Making accurate budget forecasts is crucial to long-term success for construction firms of all sizes. How do you ensure accurate construction project forecasting that you can review regularly? With Sage Office Connector, you will be connected to your Sage 300 CRE database and build reports in Excel to help you analyze cash flow and increase project profitability. Forecast by Category using Cost To Complete forecast methodJob-Level Revenue and Cost ForecastExpenditure Forecast [...]

    Form Builder for Sage Operations

    Learn the ins and outs of the Sage Operations Form Builder to capture information for Work Order or Job Detail for Sage 300 CRE. Agenda Introduction of Sage Operations and Form BuilderApproach to building a successful formForm Design ViewsConditional Logic & NotificationsSoftware demonstration Presenter: Jared WasielewskiRecorded: April 14, 2020Length: 25mins

    Sage Mobile Reports and Dashboards

    Mobile Intelligence is a browser-based solution for Sage 300 CRE that can be accessed from any computer or mobile device with an internet connection. It provides key stakeholders with real-time information from a single location. This webinar recording provides a comprehensive overview of two key parts of Mobile Intelligence: Mobile Reports & Mobile Dashboards. Agenda: How to add a reportHow to send a report to the users via Inbox and related tools such as Favorites, [...]

    Sage Service Operations for Sage 300 CRE

    Service and specialty contractors face a slew of complexities every day. From keeping up with paper work orders to timely and accurate billing and payroll—all while keeping customers happy. Watch this recorded webinar to learn how the new, mobile Sage Service Operations can help you improve productivity, increase profits, and maintain customers for life. Presenter: Marshall BeranekRecorded: April 9, 2019Length: 25mins

    MyAssistant for Sage 300 CRE

    This webinar recording will show you the value of the Sage 300 Construction and Real Estate MyAssistant application. The product name speaks for itself and is truly your personal assistant that helps you better manage information at all phases of a project, contract, and property management processes. MyAssistant automatically generates and distributes reports, spreadsheets, documents and email alerts, to provide the precise information you need, in the format you want, when you need[...]

    Sage Field Operations For Sage 300 CRE

    Contractors face a slew of complexities every day. From tracking project tasks (Daily Field Reports, etc.) to accurately capturing time in the field - all while staying on budget. In this webinar recording, you will learn how Sage Field Operations can help you improve productivity, increase profits, and efficiently maintain your projects from the field. Presenter: Marshall BeranekRecorded: April8, 2019Length: 24mins