• 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…
  • Payroll

    We are an Ohio company that is looking to streamline some of the payroll processes. Not necessarily to outsource payroll, since we are in the process of developing our own program to enter daily job cost/payroll into the system via Office Connector. However…
  • I want to send multiple direct deposit statements to an employee

    I have an employee that didn't receive a couple weeks worth of direct deposit statements via email using My Assistant. I have changed the condition in MA to try to send him everything for the last 40 days but it still only emails 1 week, even though the…
  • My Assistant upgrade 20.3 - Can't find the configuration manager

    After I upgraded the My Assistant I went to run the configuration manager and it is missing. How do I get it back?
  • Was there a change to how My Assistant Handles Social Security Numbers and how do I fix?

    We have a My Assistant Report that is emailed to our tax credit consultant that includes the first 3 digits of employees' social security number. After we updated our system to 20.3 in mid December, the reports that are emailed have "XXX" instead of the…
  • Sage CRE version 20 and add ons

    We will be migrating to a new server because we have to upgrade to Version 20. Are the latest versions of Sage add ons, specifically Paperless, My Assistant, and Office Connector compatible with V20? Where do I find info on this? I only see info on…
  • 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…
  • Change back the description for the Superintendent Email field on the job record to Superintendent_email - My Assistant Reports

    I changed the description for "Superintendent_email" to Foreman email and it caused a few My Assistant reports to stop working as reports could no longer find the correct field. How can this be changed back? Tried to change in Job Cost setup but it…
  • My Assistant Pay-stubs with Bi-Monthly payroll.

    We are going to be changing our pay periods from weekly to Bi-Monthly and was curious if anyone had come up with a way to use My Assistant to still automatically send the stubs when the date will vary each month depending on weekends. If the pay day falls…
  • Adding fields from another module in My Assistant

    The query "Contracts not billed in X days" runs regularly and works great, but I would like to add in a few fields from JC (in our world, the CN contract number = the JC job number). How can I do this? When I pull the fields in, they display but all are…
  • My Assistant slow to launch after 17.1.8 update, any workaround or fix?

    After updating to 17.1.8, including on the My Assistant server, the performance opening the My Assistant client on the server or a workstation with MA Designer installed is VERY slow, as in MINUTES. There was no update to My Assistant posted that I was…
  • My Assistant: Jobs with unbilled WIP - how to get the amount of unbilled WIP to display?

    I use the automated notice via My Assistant called "Jobs with unbilled WIP older than 90 days" (we may have customized the length of time). I think it would be really helpful if the report could actually display the amount that is unbilled. (If for example…
  • My Assistant configuration manager keeps crashing

    Each time I go to the My Assistant Configuration Manager to "Import Sage Database Customizations" the system crashes on me. HELP!
  • I'm new to the Forum but have used Sage 300 CRE for years. I have a question about My Assistant

    I have a question about My Assistant and hope this is a good place for feedback. I need to send a Sage payroll report with check dates from the 15th of each month to the End of each month but am not experienced enough with MA to make this happen...can…
  • My Assistant 14.1 Direct Deposit email sent to wrong employee.

    Hello everybody, Our company recently implemented electronic Direct Deposit Stubs through My Assistant. I am running Sage 300 CRE 14.1.19 (14.1.0 Rev 3 Acc Update 6). Last week there was an employee who for some reason did not receive their direct…
  • MY Assistant - No Sage 300 CRE Reports were found

    On ver 14.1 Receive this message when trying to attach a Sage CRE Report Option works with Crystal and all other types
  • 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…
  • Sending Report Designer reports to Project Manager with My Assistant

    I have a report working in Report Designer that I would like to be able to send the Project Managers only their jobs - but when I use My Assistant it sends all jobs. I use My Assistant for notifications and it works great, but this is the first time I…
  • JC report run based on jobs with labor cost for a specific PE date

    I would like to be able to send (thru MA) a labor cost report (JC) to PM's for only jobs that had payroll the previous week. I have the report built, but all jobs with Labor cost run - is there anyway to condition/filter by only jobs with PR for a certain…
  • Emails From My Assistant To Hotmail and Gmal

    Since around the first of August the Pay stubs that we are emailing through My Assistant are being rejected as spam by hotmail and gmail. Telephone company isp's like Rogers and Aliant are accepting them. Has anyone else come accross this and if so have…
  • RE: Retrieving audit trail info on employee record changes (Crystal Reports)

    We do not store a vendor addition date. There is only a date stamp on the vendor record that will get updated any time that record is touched. (ie setup or posted invoice) You could create a report using the master.qlm. (QLM_MASTER__LOG). It could be…
  • RE: Retrieving audit trail info on employee record changes (Crystal Reports)

    billwagnon, Unfortunately, in this case, the log will only show that a user went into the employee setup. It will not return that a direct deposit id was added or that a routing number / account number was changed. For a report, if you use prenotes…
  • My Assistant

    I am trying to put together a presentation for my owner on how much My Assistant will benefit our company in order to persuade him to purchase My Assistant. I've watched the introduction to My Assistant webcast. It mentions there are over 200 prebuilt…