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.

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.
Sage 300 CRE Cash Management

PROCEDURE GUIDE

Accounts Payable

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.

PROCEDURE GUIDE

Accounts Receivable

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.

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!

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.

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. 
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.

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!

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.
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.

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.
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.

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.

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!
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!