• Prior Period Trial Balance

    FormerMember
    FormerMember
    My trial balance is out of balance and I want to investigate when this started. I'd like to export by account number the ending balances for prior periods. Can this be done?
  • Credit Card Management and Service Management

    In AP there is a feature for Credit Card Management. Does this interface with Service Management purchasing feature? If so, how?
  • 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…
  • 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…
  • Can we search for customer by "Name" in Service Management?

    In our Customers view in Service Management , we have six Lookup By: buttons. Alias, Phone, Location #, Address, Located At, and AR Customer are the ones we see. In the customer data below that we have a column for Name . Is there a way we can search…
  • Preview of Native files in Document Management Scan Batches

    In the past we have been importing (through a Scan box) TIF files to bring into DM and they always show a preview, what DM calls a Page view, which has been great. We have recently been testing the import of Native Files through the same scan area, picking…
  • Import format for Job Cost

    Does anyone have information on the formatting needed to import into Job Cost? I'm building an estimate in excel and need to know what information goes in what position to import properly. I know it needs to be .JCE.