Sage Construction & Real Estate

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 https://www.youtube.com/user/MyAssistantTraining Note: Some of the field references may be considered out of date as we have…

MJ Hamik, There are a couple of things to look at. First, when you test the condition, you are using the local ODBC DSN's and the local credentials found in File>Options when in MyAssistant. It may be a good idea to note who this Sage 300 CRE user…

The artcile is still there. You must have a valid support plan and be logged into the knowledgebase ( https://support.na.sage.com ) to access the gated content. If you have not yet registerd for the portal, you will need to first click Sign up for an…

Jeff, Thank you for posting this questions and subsequent detailed information as this is a new observation. This seems to be a matter of fine-tuning the PDF format and I will send this information to our development team. Would you be able to send…

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…

billwagon, If it is the wrong company all together, you will need to change that on the MyAssistant server in the MyAssistant Configuration Manager. If the location is wrong, you can click on the elipses button [...] on the far right of the Sage…

billwagon, There is a knowledgebase article, ID: 20321, Troubleshoot Crystal attachments missing from emails. I would say the most common causes that I see are #1 the ISDAdminSenderService needs to logon as a specific Windows user and #4 file locations…

D.Moore, I have uploaded the default task likst reports from the version 13.1 MyAssistant image. I also added a report that you can run from Sage MyAssistant that shows descriptions of the default conditions. Conditions are is a kind of formula that…

Sage MyAssistant can send it on demand or it will automatically email the stubs if you set a schedule for it. There has been some confusion in that it will not automatically send an email at the end of the task. For example, it will not automatically…

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…

Katie, I am glad that was helpful. It is tough to troubleshoot a report without seeing it and fully understanding what the report is designed to do. I am not sure what you mean by “breaks down again.” Troubleshooting report designs are beyond our typical…

Katie, It helps me to think of the Sage MyAssistant condition and running the attached report as two completely different processes. The Sage MyAssistant condition does generate a set of results, but these results generated basically tell Sage MyAssistant…

By default, there is not a method to automate alerting a vendor to what invoices were paid and how much per invoice. I will typically see other customers use one of these methods to accomplish the task. A: Print a custom report for each vendor and use…