• MyAssistant Version 23.1

    Can you please share the link to download version 23.1 of MyAssistant? According to another article, version 23.1 will be most compatiable with Sage CRE300 v23.1. The article stated that version 22.1 of MyAssistance would also be acceptable, however…
  • My Assistant Formula

    Similar to below but I only want to return invoices where the month and year do not match. The day of the month doesn't matter. I'm sure it's a formula but I don't know how to "join" the month and year together in a formula for comparison.
  • Modifying pay check stub in MyAssistant

    Our current pay check stubs list the employees previous pay rates, along with their current pay rate. I would like to Modify check stubs to only show current pay rates, as well as modify stubs to remove all old deductions, etc. that are not valid anymore…
  • When will MyAssistant for Sage 300 CRE 22.x be released?

    We are planning to send tax forms to employees via MyAssistant. Heck, using MA, we have already gotten consent from over 500 of our staff to do so. We send our weekly payroll stubs via MA as well. Forcing the upgrade to Sage 300 CRE 22.x before MyAssistant…
  • MyAssistant fails to send remittances for electronic payments

    Hello, The A/P department has informed me the remittances for electronic payments have not been sent in a couple of weeks (there's a task to run each week for it). So far, I've tried/found the following: 1. verified that the sending email address…
  • Convert Crystal report from CRS to RPT for use in MyAssiatant

    Has anyone every converted a CRS billing design to RPT to be used in MyAssistant?
  • MyAssistant Trial Balance does not Balance

    I am trying to set up at task in MyAssistant to send out a notification at the end of each week if our Current Period Activity does not balance. I have been told there is a "canned" task for this, but I have not been able to find it. I decided to make…
  • How can I cancel reports that are already queued up in MyAssistant

    We recently set up a test server for MyAssistant and in the process of setting it up an number of scheduled jobs ran in error. They are sitting in the queue, waiting to be sent. A number have already been sent, so I stopped the services to prevent more…
  • My Assistant is sending duplicate emails

    Weekly, after Payroll Posts, I send Job Cost reports out to the Project Managers via MA. Recently, I have added a few Superintendents to the "To" line in the email distribution. I use the email directory for Superintendents that looks to the Job Setup…
  • Sage My Assistant paystubs

    Is there anywhere to see a sample of the paystubs produced for direct deposits?
  • Attached crystal report on a MyAssistant task, on the email tab, does not deliver the same results as when running the crystal report on its own.

    I attached a crystal report in MyAssistant on the email tab so I could use the Report Options to send it as an Excel file to a saved location for an outside vendor. There is a formula in the Crystal report to only pull for active jobs. However, the report…
  • Creating Reports to sum Job & Sub Job information in MyAssistant

    We are in need of a way to lump together all main job cost and sub job cost information per job in a MyAssistant report. As far as I can see, it does not look like MyAssistant currently has any capabilities of reporting by Sub Job. Has anybody else run…
  • My Assistant

    Hello- Our my assistant product has worked pretty well. We have a number of reports that generate automatically each week and are sent to project managers etc. This week, our reports are not running. We also use a third party hosting company. They checked…
  • Payroll- Time File Export

    Would like to get in touch with another Subcontractor who outsources payroll to ADP, creates payroll entries in Sage then imports pay file from Sage to ADP. Received a quote from a software company to create a Pre-payroll ADP time file creator that…
  • Windows In Place Upgrade

    Before I ask my question I want to mention that I know in place upgrades of Windows installs are generally discouraged but we have a reason to do it thus my question; Has anyone ever performed an in place upgrade of their OS with Sage 300 CRE on the…
  • Upgrading from Sage 300 CRE 17 to 18, plus upgrading MyAssistant

    Any information and documents regarding upgrade from Sage 300 CRE 17 to 18, plus upgrade MyAssistant. We have had issues with past installation of Sage CRE/MA version 16.1 to 17.1 and would like to hear from other users. We use a Terminal Server (RDS…
  • MyAssistant - Job Cost Report - Report Designer

    I have a Job Cost Report that I run task and it will send out to each PM but includes one report with all of their jobs. How do I change the report conditions so it will send a separate PDF report for each job that only contains information for that one…
  • My Assistant

    I am looking for pros and cons for using My Assistant for direct depoist notifications.
  • MyAssistant Distribution using PJ Job Setup Site / Contacts

    I am attempting to customize e-mail delivery of project specific information to an entire project team, Project Executive, Project Manager, and Superintendent. We currently have a mix of different personnel that could be combined in the above groups,…
  • Is there a way to return distinct results in MyAssistant?

    FormerMember
    FormerMember
    I'm trying to run a task that pulls prior year actuals from the GL for all accounts not equal to zero at year end, but the task returns almost 400,000 results with dozens of duplicates for each account type. Is there a way to return only distinct values…
  • My Assistant one page pay statement

    We recently purchased MyAssistant and would like to send out a one page pay statement. We would like a one page statement similair to the Sage report attached to the pre-built task, "Send employees their pay statement (report attached)". I am not able…
  • Attaching a report to a MyAssistant task

    I had a task that had a report attached. All of a sudden, the task failed to run. While at the TUG conference, I asked one of the presenters about it. He told me to remove the report and add it back to the task. So I removed the report from the task…
  • Deleting MyAssisant Default signature line

    Is it possible to delete the MyAssistant Default signature line? If so, how would I do that?
  • RE: My Assistant using contain condition

    You can also view and add the data directly from the field list in Sage MyAssistant. For example, you can right-click on GL Account Prefix AB>Account Prefix AB and select View Data to see all of your prefixes. If you select one and select Insert Data…
  • RE: Sending Report Designer reports to Project Manager with My Assistant

    Teresa, I would suggest reviewing the Sending Personalized Content tutorial on the MyAssistantTraining Youtube channel. https://www.youtube.com/user/MyAssistantTraining Note: Some of the field references may be considered out of date as we have…