• 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.
  • 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…
  • 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…
  • 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…
  • My Assistant

    I am looking for pros and cons for using My Assistant for direct depoist notifications.
  • MyAssistant - how to set the data folder for RD reports

    In MyAssistant - Task - Email, when I select Attach Sage 300 CRE Reports I get the message: No Sage 300 CRE reports were found. The Sage 300 CRE Report List is not available. Confirm that the Sage 300 CRE user name and password in File > Options are…