Sage Construction & Real Estate

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…

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 https://www.youtube.com/user/MyAssistantTraining Note: Some of the field references may be considered out of date as we have…

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…

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…

MJ Hamik There error represents that MyAssistant on your workstation cannot communicate with the SQL Server on the server. On the server, SQL Server (ISD) is the service and named instance that the Sage MyAssistant install would use, if allowed the…

Amanda, Check out the Knowledgebase article: 30881 " Canadian direct deposit reports for use with MyAssistant ". It has 3 different reports attached and sample conditions. The direct deposit task and a few fields were added to Payroll in version 13…

This indicates that the task has an invalid email address. In version12.1 it will send out constantly (every 2-3 seconds). In version 13.1 there is logic that it will send out every until the issue is fixed. Basically: Stop the ISDAdminSenderService…

By default, there is not a method to automate sending an employee their pay stub. I will typically see other customers use one of these methods to accomplish the task. Similar to sending vendors an EFT notice ( http://sagecity.na.sage.com/support_communities…

You are right. Accounts Payable will not be able to invoice the commitment until you have checked the “Revise Commitment” check box and updated the Job Cost commitment record. There is not an automated warning or error message to stop payment of an…

Jess, If I understand your issue correctly, I do not think the revenue applications (CN, AR, BL) would be helpful in your situation. You may be able to utilize Commitments within Sage 300 Construction and Real Estate accessed through Job Cost or Project…