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  • 11-2 Work Orders Posting - automatic change to today for invoice date posting - wrong period

    I'm trying to close out last month's work orders. We close and post in the period per the last day of labor. ie: In work orders (11-2) I change the invoice date on the billing tab to the LDOL (ex. 06/12/23) -->> I then change the posting period to 6…

  • Is there a demo available that shows the procore subcontractor invoicing and how it works with Sage 300 CRE?

    We are looking at integration with Procore's invoicing took and Sage 300 CRE. We are already integrated with Sage and Procore but do not have the invoicing tool enabled. Procore has great trainings on how to use their invoicing tool, but I am unable to…

  • Outsource invoice processing

    We are considering outsourcing our invoice processing and payments. We are looking for a third party to scan, kick off workflows and pay the invoices, not invoice/payment automation. We would need to integrate the third party processor with Sage 300 CRE…

  • New to Sage 300 CRE

    I'm looking for a users guide for this software, does anyone know if there is such a thing? I have 40 years experience in accounting/bookkeeping and am new to this software. I would like to know the nuances of how this works and how the modules tie in…

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