• 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 [...]

    Why You Should Replace Excel with an Enterprise Reporting Tool

    Designed by macrovector / Freepik BY DAVID THIKOLL There are hundreds of financial reporting tools available to business, but the number one tool remains Microsoft Excel, with over one billion users worldwide. There’s a good reason Excel has secured such a strong foothold in business – it’s easy to learn and to use and it’s on every device we own. But just because it’s the most common reporting tool does not mean it’s the best. Now don’t worry, we’re not about to suggest [...]