Sage 300 CRE

    Procedure Guides

    Helping you and your team get the most out of your Sage 300 CRE software.

    PROCEDURE GUIDES

    Want all of them?

    Below you will find a variety of procedure guides designed to assist you in using Sage 300 CRE. They have been broken out into numerous sections to help streamline the information you need most.

    However, if you would like all of the procedure guides, please email us at customercare@onpoint-software.com. A member of our customer success team will send you all of the procedure guides so you don’t have to fill out the information for each one.

    Sage 300 CRE General Ledger

    PROCEDURE GUIDE

    General Ledger

    Are you getting the most out of your Sage 300 CRE General Ledger? Our new how-to guide will explain the must-know steps for:

    • Recording Entries
    • Changing Entries
    • Posting Entries
    • Printing Reports & Financial Statements
    Learn More Here

    PROCEDURE GUIDE

    Cash Management

    Looking to get the most out of Sage 300 CRE Cash Management? Our new how-to guide will explain the must-know steps for:

    • Editing the Register
    • Entering Transactions
    • Posting Entries
    • Clearing Transactions
    • Reconciling
    • Archiving
    Learn More Here
    Sage 300 CRE Cash Management

    PROCEDURE GUIDE

    Accounts Payable

    Are you getting the most out of your Sage 300 CRE Accounts Payable? Our new how-to guide will explain the must-know steps for:

    • Invoice Entry
    • Approving Invoices
    • Payment Selection
    • Printing and Reprinting Checks
    • Recording Handwritten Checks
    • Voiding Checks
    Learn More Here

    PROCEDURE GUIDE

    Accounts Receivable

    Are you getting the most out of your Sage 300 CRE Accounts Receivable? Our new how-to guide will explain the must-know steps for:

    • Customer Setup
    • Invoice Entry
    • Adjusting Invoices
    • Cash Receipts
     
     
    Learn More Here

    PROCEDURE GUIDE

    Job Cost

    Looking to get the most out of the power in Sage 300 CRE Job Cost? Our new how-to guide will explain the must-know steps for:

    • Job Setup
    • Entering Estimates
    • Contracts
    • Subcontracts
    • Changes and More!
    Learn More Here

    PROCEDURE GUIDE

    Project Management

    Looking to get the most out of Sage 300 CRE Project Management? Our new how-to guide will explain the must-know steps for:

    • Job & Contact Setup
    • Recording Submittals
    • RFI’s
    • Field Reports
    • Other Documents

    Additionally, this procedure guide reviews all aspects of contract control including contract, subcontract, and changes.

    Learn More Here

    PROCEDURE GUIDE

    Quickbill Procedures

    Looking to get the most out of Sage 300 CRE quickbill? Our new how-to guide will explain the must-know steps for

    • Entering
    • Printing
    • Posting Quickbill Invoices. 
    Learn More Here
    Sage 300 CRE Quick-Bill Procedures

    PROCEDURE GUIDE

    Contracts

    Looking to get the most out of Sage 300 CRE Contracts? Our new how-to guide will explain the must-know steps for:

    • Contract Setup
    • Recording & Approving Change Orders
    Learn More Here

    PROCEDURE GUIDE

    Contract Based Billing

    Looking to get the most out of Sage 300 CRE Contract Based Billing? Our new how-to guide will explain the must-know steps for:

    • Creating & Printing the Invoices
    • Updating so that previously billed is accurate!
    Learn More Here

    PROCEDURE GUIDE

    Purchasing

    Looking to get the most out of Sage 300 CRE Purchasing? Our new how-to guide will explain the must-know steps for:

    • Setups
    • Purchase Orders
    • Changes
    • Receipts
    • Invoices and More
    Learn More Here
    Sage 300 CRE Purchasing
    Sage 300 CRE Inventory

    PROCEDURE GUIDE

    Inventory

    Looking to get the most out of Sage 300 CRE Inventory? Our new how-to guide will explain the must-know steps for:

    • Setups
    • Entering Receipts
    • Issues & Transfers  
    • Updating from Quickbill 
    • The Physical Count Process 

    Additionally, this procedure guide reviews all aspects of contract control including contract, subcontract, and changes.

    Learn More Here

    PROCEDURE GUIDE

    Desktop

    Looking to get the most out of Sage 300 CRE Desktop? Our new how-to guide will explain the must-know steps to:

    • Start an Application
    • Create Favorites
    • Organize Tasks
    • Select a Homepage
    • Modify a Configuration
    Learn More Here
    Sage 300 CRE Desktop

    PROCEDURE GUIDE

    Reporting Needs

    Looking to get the most out of Sage 300 CRE Reports and Inquiry Needs? Our new how-to guide will explain the must-know steps for:

    • Printing Reports
    • Viewing Inquires & Adding Conditions
    • Printing Financial Statements
    • Getting Started with Customizations
    Learn More Here

    PROCEDURE GUIDE

    Important Reports

    Looking to get the most out of Sage 300 CRE Important Reports? Our new how-to guide will explain the must-know important reports for:

    • Job Cost
    • Contracts
    • Accounts Payable
    • Accounts Receivable
    • Payroll
    Learn More Here

    PROCEDURE GUIDE

    Property Management

    Looking to get the most out of Sage 300 CRE Property Management? Our new how-to guide will explain the must-know steps for:

    • Generating Rent Roll
    • Changing Entries
    • Cash Receipts
    • Creating Charges
    • Managing Leases
    • Processing Recoveries & Escalations
    • Calculating Management Fees and More!
    Learn More Here
    Sage 300 CRE Property Management
    Sage 300 CRE Service Management

    PROCEDURE GUIDE

    Service Management

    Looking to get the most out of Sage 300 CRE Service Management? Our new how-to guide will explain the must-know steps for:

    • Work Orders
    • Dispatch Board
    • Invoicing
    • Time Entries
    • Invoice a Work Order
    • Small Jobs
    • Service Agreements
    • Inventory and More!
    Learn More Here