Preview Sage 300 CRE V 16.1 before upgrading!

WHOA! Before you push the button…

What happened to the Sage 300 CRE desktop? Find out in our free 30-minute online presentation!

Haven’t updated to Sage 300 Construction and Real Estate V 16.1 yet?! Want to preview the changes BEFORE you push the button?

Join Sage Certified Consultant, Kyle Zeigler on  Thursday, August 31, 2017 11:00 AM – 11:30 AM MST (current AZ time). Limited to 25 attendees! 

The takeaways from this session:

  • Preview the new look and navigation features of Sage Desktop before upgrading to version 16.1
  • Learn how to prepare My Tasks in version 15.1 and prior to automatically create Favorites in version 16.1
  • Learn how to utilize the new Report Pages feature to access multiple reports, websites, and dashboards simultaneously

Are you ready to go from this:

To this?

See you online with Kyle Z. on August 31st. If you can’t make that, shoot us an email and we will consider adding another session! 

 

August 2017 Newsletter

What we’re talking about in August:

  • It’s raining summer specials from Sage!
  • We’re opening the Estimating kimono! What??!
  • Kyle Z. previews the changes in Sage 300 CRE V.16.1 – FREE online presentation
  • Warming up for Year End – 4 things to do NOW
  • Great tips on budgeting best practices from True Sky
  • Webinar: Quickbooks CAN’T but Sage 100 Contractor CAN!
  • Awesome ‘Tips and Tricks’ for Sage 300 CRE | Sage 100 CON | Sage Estimating

 


It’s raining summer savings!

“Summertime, and the livin’ is easy.”

Sage is making your life easy with so MANY ways to purchase new, add on, switch, and finance right now!

B2G1 Free – Add Users/Modules

THE DETAILS: Purchase any two Sage 300 Construction and Real Estate, Sage 100 Contractor or Sage Estimating modules or user licenses by 9/29/2017 and get the third module or user license of equal or lesser value, for free!

Discount only applies to additional Sage 300 Construction and Real Estate, Sage 100 Contractor or Sage Estimating modules or user licenses, not to be combined with other offers or promotions.

Don’t miss out!! Now is the time to add additional uses of:  AP | AR | Job Cost | Service Management | Purchasing | and more!

Buy Sage Paperless Construction and save up to 30%

THE DETAILS: 20% off when purchasing either Paperless APFlow or Premium solution (licensed) – OR – 30% off when purchasing Paperless APFlow or Premium (licensed) PLUS a Paperless subscription. Choose from eForms, eCapture, or ePortal. 

Switch to Sage Estimating and/or eTakeoff and save 30%

THE DETAILS: 30% off Sage Core or Sage Core Plus when you replace a competitive estimating or takeoff solution (like switching from PlanSwift, OnScreen, MC2, ProEst, WinEst, etc.).

0% Financing for new purchases

THE DETAILS: 0% financing for a 2- or 3-year lease, on approved credit.

One more thing: Come back to the “family!”

If you have been off the Business Care plan for three years or more, you must repurchase your software. Being on the current version ensures that you receive software upgrades, important tax notifications, and Sage support when you need it (think year end help)!

Sage is making it easier for you to “come home” with substantial discounts!

THE DETAILS: 30% off license fees when repurchasing just the accounting software. 50% off license fees when repurchasing estimating only, or estimating AND accounting.

 


A peek inside the kimono!

by Tony Merry, Ledgerwood Associates Vice President

Worst business metaphor — ever?!

In full disclosure, I am very active on the Sage committee for the beta and controlled releases for Core and Core Plus Estimating. I find it’s mostly rewarding (I get to suggest development features that my customers ask for) and a bit frustrating as well (when we hit a roadblock regarding a module or legacy issue).

Regardless of the ‘open kimono’ expression, I want to share some public and private information (and opinions).

Feature comparison matrix – Pervasive vs. SQL

Sage put this product comparison together, and it’s a persuasive case for a migration to the Core Plus product (formerly Sage Estimating Extended). CAVEAT: Notice all the boxes are ticked with the EXCEPTION of BUYOUT. If buyout is critical to your operation, I highly recommend YOU WAIT until it’s available. At this time, Sage has not put a hard date to its redevelopment.

You’ll also notice some additional modules: crews, models, and advanced reporting. This allows for a more customized purchasing decision – buy what you need.

Navigating will change a bit

One minor warning about using the SQL versions of Estimating — you can’t open estimates from a network drive on Windows Explorer, like you’re probably used to doing. You MUST use the SQL server and use their tree structure to open estimating files. This means pulling a SQL license and limiting the availability to one user at a time.

My favorite features

I am a total fan of the new features in Core and Core Plus. For starters, there can be up to 40 user-defined WBS codes (where it used to be only ONE),  the addition of alternates (for pricing, CO’s and what-ifs). and increased integrations with Excel (the data integrator) within the application (import, and ‘cut-and-paste’ functionality)

And for those of you not on a server (local installations) – no more dongle! Your IT people are going to LOVE that!

Free upgrade ends September 29th!

To my knowledge, Sage has NEVER given away a major back-end upgrade FOR FREE (for you old-timers, this is like going from DOS to Windows)! But act now, because I don’t know if they will ever off it for free again.

Like to see a high-level overview?

Check out this recorded online overview we held last month (below), or sign up for these Sage Webinars for a deeper look:

 

[embedvideo type=”youtube” id=”i7XeZaJG29M”]

 


TimberScan for Sage 100 CON

by Mark Jensen

Anywhere you can connect…

Core Associates has released their long awaited version of document management for Sage 100 Contractor, as we mentioned in the July newsletterT100 for Sage 100 Contractor is a browser-based system that allows for invoice review and approval in a secure environment — anywhere you have access to the web.

A practical example for Sage 100 CON users

Once the invoices have been scanned, the invoice is shown in the T100 screen. As you enter invoices directly in the Sage 100 Contractor 4-2 Accounts Payable invoice screen, T100 attaches the invoice image as an embedded attachment in the 4-2 record. This allows the user to take advantage of accepting all the defaults for cost codes, GL accounts, and cost types for invoices not related to subcontracts or purchase orders. Job costing for invoices tied to subcontracts or purchase orders are costed by saving the proper button.

Free implementation & training in August!

Are you an early adopter? Core Associates is offering no cost implementation and training until August 31st. T100 is reasonably priced at $2,695 for the first user, and just $195 for each additional user. Call 480.423.8300 to get your quote, today!

 


WHOA! Before you push the button…

What happened to the Sage 300 CRE desktop? Find out in our free 30-minute online presentation!

Haven’t updated to Sage 300 Construction and Real Estate V 16.1 yet?! Want to preview the changes BEFORE you push the button?

Join Sage Certified Consultant, Kyle Zeigler on  Thursday, August 31, 2017 11:00 AM – 11:30 AM MST (current AZ time). Limited to 25 attendees! 

The takeaways from this session:

  • Preview the new look and navigation features of Sage Desktop before upgrading to version 16.1
  • Learn how to prepare My Tasks in version 15.1 and prior to automatically create Favorites in version 16.1
  • Learn how to utilize the new Report Pages feature to access multiple reports, websites, and dashboards simultaneously

Are you ready to go from this:

To this?

See you online with Kyle Z. on August 31st. If you can’t make that, shoot us an email and we will consider adding another session! 

 


‘Warming up’ for Year End

Like an athlete preparing for a marathon, there are good habits that can make the ‘race’ easier – warming up, stretching, hydrating. 

We like that discipline for anticipating Year End accounting activities. What can you accomplish this early? These four things could help with your year-end processes:

  1. Find out if anything must be done prior to December

    • Check on software versions. Are you at the required version to receive year-end tax updates? If not, target a date before December to update to that level (Sage 300 CRE is v16.1  / Sage 100 is v20).
    • Do you need to make any hardware changes or additions to accommodate your software version?
    • Make appointments with anyone who might have a busy calendar in the fourth quarter. Do you need to talk with your accountant or schedule time with your software consultant?
    • Is there anything in your data that needs to be reviewed or corrected? It is best to do this sooner rather than later!
  2. Create a Year End folder or list

    • Start a list or make a YE folder with your favorite tools—paper, digital or both (Word, Excel, Outlook are just a few of the options).
    • Use this file location to accumulate your questions and notes.
    • If you already have information from last year, add it to this location.
  3. Reference previous Ledgerwood Associates newsletters and Sage knowledgebase articles.

    • Bookmark the LAI blog page, and use the “Year End” topics (in the right column) to sort for relevant help.
  4. Check the calendar

    1. See when the holidays fall; consider how this affects staff time off and tasks that need to be done.
    2. Make note of significant dates, such as the final payroll period end, and any billing cut-offs.
    3. Set additional cut-off dates for payroll events that must happen prior to 12/31 — unused PTO payouts, bonus, etc.

Spending a little bit of time now can set the foundation for a smoother year-end race! And check next month’s September newsletter for MORE tips to add to your list for year-end.

 


Brushing up on those budgeting Best Practices

Reprinted with permission from TrueSky. Written by George Braun, May 26, 2017.

For every company, from smaller companies to Fortune 500 corporations, budgeting is a necessary evil. Everyone dreads the process, but knows that it needs to be done. Whether you budget to meet reporting requirements to the bank or government or to keep your board up-to-date, the process must be completed, and completed on time. And since most companies only go through the budgeting process once every year, it can be easy to forget the pains of the past. Capturing those pains and translating them into ‘do betters’ or best practices can help to make next year’s cycle more effective and less strenuous.

Here are a couple of things that we have found can help make a difference:

Templates created for the user

Make sure the right people are involved in input and make sure that templates are created with the end user in mind to ensure a greater overall usability and the best end results. If spreadsheets are too big or contain too much information, the end user is likely to get lost, resulting in errors. Reduce the amount of data presented to the contributor to the bare minimum required to get the job done.

Consider zero based budgeting

When budgeting, many people simply take last year’s figures and apply an ‘inflation factor’ to them. Over time, the numbers keep getting larger and larger whether or not they logically need to increase. With zero based budgeting, you have users start from the ground up (with no data from previous budgets). By not providing prior figures you force contributors to really think about what they are going to spend and why.

Time is money

Give yourself (and your users) enough time to complete the budget. Budgeting takes time, but the more time you give, the more likely you are to end up with accurate numbers that reflect actual analysis and thought, rather than just data input. Also leave yourself time to analyze the end result.

Constant review and refinement

Budgeting can’t exist in stasis. You should continuously review the process and make appropriate changes when required. As things within your organization change, so too should your budgeting process.

Increase the frequency

The debate surrounding annual versus rolling forecasts continues to take place. Although there are merits to both frequencies, we believe that the more often you examine your budget, the less time it takes in the long-run. Budgeting on a regular basis, rather than just once a year, gives you the ability to identify both pros and cons with the current numbers and to make alterations as needed. This also helps to reduce those costly surprises at year-end.

There are many reasons an organization budgets – financial predictability, to understand business drivers, to manage performance – and each reason is important. To get a clear and accurate picture, following these budgeting best practices can really help.

True Sky and LAI understands how tedious and tiresome budgeting can be – even when you’re following budgeting best practices – but somebody’s got to do it, right? We can make it easier. Click below or call 480.423.8300.

Ready to see TrueSky, live? Click the button to request a demo!

 


Ready to quit Quickbooks?

Outgrown QB and need Accounting software based on the JOB??

Let’s face it, QuickBooks Contractor is great for a small startup company; it shows the expected financials and has an easy learning curve. However, it was NOT designed with job-specific financial information that contractors, specialty contractors, subcontractors, GCs and commercial or residential builders need most. The focus of Sage 100 Contractor (formerly MasterBuilder) is based around the JOB.

The Sage 100 CON dashboard shows all of the same financials that QB does. However, it takes functionality to the next level with critical information of the JOB: cash flow by job, under/over billings by job, job contract budget and cost to date, job uncommitted billing, etc.

For example, the Job Contract, Budget and Cost to Date Status report in Sage 100 CON shows the contract, change orders to the budget, percent complete, and estimated profit on a job. Another exclusive feature in Sage 100 CON is the Committed Costs snapshot that lists standard Cost Codes separate from the parts list. QB combines those codes and locks them into one item category.

FREE Webinar: Thursday, August 17th from 2:00 – 3:00 PMregister-here-button

 


 Follow LAI on Social Media for current construction and technology news!

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Upcoming LAI Online Training and Networking Events:

Feb
7
Thu
Sage 300 CRE Data Archiving @ GoToTraining
Feb 7 @ 9:00 am – 11:00 am

Archiving Best Practices

This 2-hour presentation will provide Sage 300 CRE users with step-by-step instructions and live demonstration of procedures used to archive data in all modules, including the creation of separate archive folders for GL and JC.


 

 

Should you convert your Single Member LLC to an S-Corporation?

Submitted by Bryan Eto, CPA BeachFleischman

The federal self-employment (SE) tax just keeps going higher and higher. If you’ve reached the breaking point, there may be a way to tame the SE tax beast by converting your existing unincorporated small business into an S corporation.

How to evaluate the option

If you’re a self-employed individual — meaning a sole proprietor, partner, or in some instances an LLC member — you have to pay the SE tax on your net SE income. The SE tax has two parts:

The 12.4% Social Security tax

Social Security tax is due on net SE income up to a certain amount. Unfortunately, the ceiling goes up every year because of inflation adjustments. For 2017, the Social Security tax ceiling is $127,200 (up from $118,500 for 2016).

The 2.9% or 3.8% Medicare tax

The Medicare part of the tax is due on an unlimited amount of net SE income. In other words, there’s no ceiling.

So until your net SE income exceeds the Social Security tax ceiling of $127,200 in 2017 (up from $118,500 for 2016), you owe the SE tax at the painfully high rate of 15.3% consisting of 12.4% Social Security plus 2.9% Medicare.

After the ceiling is exceeded, the Social Security tax portion drops away, and the SE tax rate falls to 2.9% to cover the Medicare tax. However, the Medicare tax jumps to 3.8% once your self-employment income exceeds the applicable threshold ($200,000 for unmarried individuals or $250,000 for married couples filing jointly).

Note: The tax results are the same if you operate your business as a single-member LLC, which is treated as a sole proprietorship for federal tax purposes.

While the SE tax is painful now, it’s could get worse in the future.

So it may be time to consider an S corporation conversion. Reason: The SE tax doesn’t apply to earnings from an S corporation business.

However, the FICA tax applies to salary compensation paid to an S corp shareholder-employee. In 2017, the FICA tax rate is 15.3% on salary up to the $127,200 Social Security tax ceiling. Salary above the Social Security tax ceiling is subject to a 2.9% or 3.8% FICA tax rate to cover the Medicare tax.

The employee share of the FICA tax is withheld from an S corporation shareholder-employee’s salary; the other portion is paid by the corporation directly to the U.S. Treasury.

The Tax Savings

The FICA tax is only due on an S corporation shareholder-employee’s salary. So when the company pays only a portion of its profits to the owner, or owners, in the form of a reasonable salary, with the remaining portion paid out in the form of cash distributions, only the salary portion is hit with Social Security and Medicare taxes (in the form of the FICA tax). The profits paid out as cash distributions are exempt from the FICA tax (and exempt from the SE tax too).

Key Point

These tax-saving results are not a one-time phenomenon. You can collect similar Social Security and Medicare tax savings, or better, in future years if the business maintains or exceeds its current level of profitability.

Converting an unincorporated small business into an S corporation is not a great idea in all situations but it works for some businesses. Consult with your tax advisor for more information.
Beach Fleischman 2201 E. Camelback Rd. Phoenix, AZ 85016 602.265.7011 | http://beachfleischman.com | twitter: @BeachFleischman

 


 

Sage 100 Contractor Estimating – now introducing row tags!

by Kelcie Jensen, Sage Certified Consultant

(Note: This tip is for Sage 100 Contractor Basic Estimating)

Have you ever had an estimate with a lot of line items and wished there was a way to identify the main line items? Or wanted to flag specific line items for the PM to review? Sage 100 Contractor’s newly released feature may provide the help you need with row tags on the 9-5 Takeoff screen.

  1. To add a tag simply right click on the line you want to tag.
  2. Then select Add/Edit Row Tag
  3. Now you can add a specific note for that tag. Whether that is a message for follow-up instructions, request for more information, or an assortment for groupings, any of those can be utilized to improve your company’s estimates.
  4. Finally, you can click the Row Tags button located in the bottom left corner of the screen. This will allow the user to view all tagged rows in one spot along with their notes.

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Exporting Sage 300 CRE data to Excel

by Kyle Zeigler, Sage Senior Certified Consultant

Let’s be honest! Despite your Sage consultant’s recommendations to eliminate outside systems, sometimes you just want your Sage 300 CRE data in Excel. As we approach year-end preparation time, this is particularly helpful in preparing reconciliation worksheets that you may eventually send to an outside CPA or auditor.

There are hundreds, if not thousands, of prebuilt reports and inquiries in the software to get you started, and custom versions of reports and inquiries can be created using Report Designer, Crystal Reports, and Inquiry Designer if you have purchased those applications.

However, for those who love the on-the-fly flexibility and power of Excel’s subtotals, pivot tables, and other features, a number of options are available to you:

Office Connector (OC)

This is another Sage product that can be purchased through your local business partner. The various licenses let you create refreshable queries of your Sage 300 CRE data, as well as create custom import templates and even write data directly to certain fields in your database.

ODBC/Microsoft Query

This method requires no additional purchase and uses Microsoft components that are usually automatically installed on any computer using a Windows operating system. With a little setup, you can create read-only refreshable queries, but the manipulation of the data is sometimes more limited than what you can do with Office Connector. For instance, you can’t insert a calculation column in the middle of a query as you can in OD.

Printing reports to .txt

For those of you who have tried this, you know that it works only some of the time and that the results can just be…well, ugly. The reports you choose to print to a .txt file type should be those with well-defined columns, fields with duplicate information printed on every line of detail, and few or no subtotals so that when you import the .txt file into Excel, there is a minimum amount of cleanup to do.

Inquiries

Several versions ago, Sage heard the cries of users desperate for a better way to get data into Excel and finally enabled that celebrated button on the Inquiry window. Inquiries are possibly one of the handiest features of the software, with the ability to add and remove columns, filter the contents of the inquiry, even add formulas to do calculations, and either print the contents of the inquiry to .pdf or paper – with totals! – or export the contents to Excel. Some formatting may be required in columns used for sorting (leading blank spaces are sometimes added to dates, job numbers, etc.).

If you would like information about the advantages / disadvantages of these choices or  training in how to use them, call 480.423.8300 or click below!

request-support

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Make your estimating workflows easy and more efficient

by Renee Mullen, Sage Marketing Manager

Use Statuses with Alternates in Sage Estimating

We have covered Alternates in Sage Estimating 17.11, but did you know you can setup your Alternates with identifiers called Statuses to indicate if they are to be included on your Estimate? Here I have some great information for you that will help you do just that. In this article we will go over how to add, export, import, and remove Alternate Statuses to help you make your workflow even more efficient and easy to use.

Statuses

Statuses are used to assign a status identifier to alternates which will also indicate if they are to be included in the estimate totals or not. Statuses can be created at any point in time during the creation of an estimate. If you already know which status you would like to use, you can create them first so that they are already available when you go on to create your alternates. The process of creating and removing statuses is very similar to process for alternates.

Add Alternate Statuses

  1. From the Sage Estimating Ribbon, click the Advanced tab.
  2. Click Statuses button to launch the Edit Alternate Statuses window.
  3. Click Add.
  4. Enter the name for your Status.
  5. The “Include?” box is selected by default which will allow any Alternates that are assigned this status to be included in the Estimate. If you wish to exclude this status, Un-check the box. This option can be changed at any point in time.
  6. If you would like to include any notes about the status, Enter them into the notes column.
  7. Click OK when completed.

Export Alternate Statuses

If you have a series of statuses that you would like to retain for future use in other Estimates, you can use the export feature to create a file in Microsoft Excel format which contains all statuses currently setup on the Estimate. This file can then be imported using the import feature in the Edit Alternate Statuses window.

  1. From the Sage Estimating Ribbon, click the Advanced tab.
  2. Click the Statuses button to launch the Edit Alternate Statuses window.
  3. Click the Export button.
  4. The Export Data dialog box will appear. Browse to the path where you would like to save the export and then click OK.
  5. A process indication will appear. Once complete you can click View Log to view the log file, or else click Close to complete the process.

Import Statuses

As an alternative to adding statuses one by one, you can also import statuses from a Microsoft Excel file that is formatted appropriately.

  1. From the Sage Estimating Ribbon, click the Advanced tab.
  2. Click the Statuses button to launch the Edit Alternate Statuses window.
  3. Click the Import button.
  4. Click Browse and select the Microsoft Excel file that contains the statuses you wish to import. Once the file has been selected, click OK to continue.
  5. A process indication will appear. Once complete you can click View Log to view the log file, or else click Close to complete the process.
  6. Click OK to save all imported statuses.

Remove Statuses

You can remove Alternate Statuses from the Edit Alternates Statuses window the same way we remove Alternates. NOTE: Any statuses removed will also be removed from the Alternates they are assigned to.

  1. From the Sage Estimating Ribbon, click the Advanced tab.
  2. Click the Statuses button to launch the Edit Alternates Status window.
  3. Highlight the rows you wish to remove and then click the Remove button.
  4. Click OK to commit changes.
  5. You can also review a Summary of your Statuses to quickly display your totals as well as statuses of assigned alternates!

Alternate Summary Window

The summary tab within Sage Estimating can be used to quickly display totals as well as statuses of assigned alternates. From this window you can also modify alternate statuses on the fly from your defined list of alternates. Once you have things setup the way you would like, they can be conveniently exported to Microsoft Excel.

Changing Alternate Statuses

Assuming you have already assigned Alternates to all appropriate items on the Estimate, click the Advanced tab on the Sage Estimating Ribbon.

  1. Click the Summary button to launch the Edit Alternates window.
  2. Confirm that Show Excluded Alternates is selected from the Alternate Summary Window. This will display all Alternates even if the status is not set to include.
  3. By selecting the drop-down that appears below the Alternate name, you can change the status to any status you have previously defined in the system.
  4. Changing the status will update the Estimate Totals if the status is set to included. Any excluded statuses will appear in red and will not be included in the Estimate Total.
  5. When completed with all changes, you can click the X at the top of the Alternates Summary window to close and return to the Estimate.

Opening Alternate Summary in Microsoft Excel

  1. With the Alternate Summary window open you can click the Microsoft Excel Icon in the upper left corner. This will launch the Export Data window.
  2. Once you have selected the location where you would like to save your export, click the OK button.
  3. A progress indicator will appear. This window will close automatically when the export has finished and the file will open directly in Microsoft Excel.
  4. In Microsoft Excel you can make any modifications you would like to the fields in the Alternate columns and they will update the respective totals. Doing this however will not write those values back to Sage Estimating.

Questions? Chat with Sage Monday through Friday, from 9 a.m. to 8 p.m. ET.

For more information on this topic visit Knowledgebase Article 34212. You can find this information and more in the Sage Knowledgebase.

Also, join the conversation at Sage City, available 24/7, the online community is your gateway to many Sage resources.

 

Subscription versus Purchased Software for Construction

by Mark Jensen

What’s the Difference? 

Choosing software for your construction company today includes more deployment options than you had in the past. Today, you choose the software that works for your business needs with the best price — and you are all set, right? Not so fast! The choice between purchased licenses installed locally on your own computer (or network) versus web-accessed software subscriptions paid monthly, are disparate decisions with all sorts of options in between. The following are five considerations to take into account when making your decision.

1. Cost of Entry versus Long Term Cost

Software is unlike anything else you ever purchase. When you buy yourself a new car, or equipment for your business, the first day is the BEST day. You get to enjoy the new car smell, or use the new equipment to perform tasks you never could before. It is later on when the newness wears off, that frustrations may surface. With software it is the opposite experience: the first day is the WORST day!

After enduring the setup and training, life begins to get better. One year down the road, (if you made the right software decision and have proper training), life is much, MUCH, better. The longer you use it, the better it gets!

In fact, many construction clients have successfully used the same software for 20 plus years. A survey by an international software vendor found that while retail establishments change software systems every three to five years, construction organizations change software on average every seven to ten years. (Source?)

Why do construction companies change software less frequently? Some reasons may include an expensive upfront investment in the software, drawn-out claim liability cases, or simply the difficulty of training project management and field staff to use automated tools. Once a system is in place constructions companies just don’t change software that often (unless a major business event occurs, or a software supplier goes out of business/or no longer supports your system).

2. Support, updates, training and consulting considerations

The initial cost of acquiring a software solution is only part of the expense you need to consider when choosing an application to be the backbone of your financial system. Implementing the system may run as much or more than the initial software purchase! Beware: even if a software solution costs less, don’t assume the implementation will be easier or cost less.

You may want to consider an advantage of subscription software services — typically ongoing support and updates to the most current version of the software are included in the subscription fee.

Just remember, software providers are in business to make money. The classic software company model generates revenue from three areas: the sale of software, the sale of support services, and the sale of separate consulting services. Does the software supplier you are considering generate enough revenue in each of these areas to meet your service expectations? A lower entry price to the software may create an unsustainable load on support services if the provider has not invested separately in the staffing of those departments.

3. Options for customization or tailoring to specific needs

A major selling point of (purchased) construction software systems in the past was the flexibility to tailor the system to business processes and procedures, and configure the software accordingly. Many of these modifications are also available through subscription software; but many are not. Can you rename fields to track the information that is unique to your organization? What about the integration of data between other software you use at your company?

4. Backups and ownership of data

In a perfect world, you would never worry about restoring a backup of your company information. In reality however, there may be many reasons to need access to backup data. Examples may include construction claims on past projects, system malfunctions, or entry mistakes where it is easier to go back and start over at a point than to correct the errors.

You will never know the effectiveness and quality of your backup of your data until you try to restore it. Questions that should be part of your recovery strategy include: How often is the data backed up? Where are the backups stored? Can you create your own back up on demand? Can you restore your backup to another system or not? What happens if you sever your relationship with the software provider? What happens if you sell your company and need to transition to another system?

Remember as well, that you need to access your past seven years of financial information for the IRS. If a third-party creates backups of your data, do you have a way to access the information? A backup without the program that created it is probably worthless!

5. Making the right “business personality” decision

Ultimately, software system choices often reflect on the business model and philosophy. Are you an early adopter of technology, who appreciates the latest updates and improvements? Are your users younger, fluid, and adaptable to software changes? Is mobility a priority? A web-accessed, subscription-based system may tic your boxes.

Or are you fonder of a long-term, on-site solution with minimum process disruption and resource allocation (a ‘one-and-done’ objective)? Do you prefer that business systems STAY at work for security reasons? You may decide a purchased solution is right for your company.

 

Change is the only constant for Sage 300 CRE

by Kyle Zeigler, Sage Senior Certified Consultant

“Change is the only constant” — the ancient philosopher Heraclitus wasn’t referring to Sage 300 CRE when he voiced this around 500 BC, but he may as well have been. In case you haven’t heard, Sage is “re-architecting” Sage 300 CRE. Developers have already begun preparing the software for the long-awaited move from a Pervasive database platform to a Microsoft SQL database platform. While this four-year transition to SQL is applauded by many, it’s unsettling to some. Information about what is changing in the software — and how users can prepare and adapt — will be key over the next several years.

Desktop gets a new GUI (graphical user interface)

The first changes in the software are evident in version 16.1 with the new look and feel of Desktop. Gone is the directory-style layout of folders and subfolders. The more modern and more user-friendly layout incorporates Applications and Favorites with nested links. Also, multiple Home Pages (reports, websites, etc.) can be open at once and refreshed on demand (no more waiting for a Home Page to load when you first log into Desktop).

Even bigger changes are available in version 17.1 with the option to begin replicating Sage 300 CRE data in SQL. This feature affords users access to exciting new mobility applications, such as Mobile Projects for managing field reports and RFIs from a smartphone or tablet — and more mobility features are in the works. The SQL data replication process is the first phase of a whole new level of reporting capabilities, too, laying the groundwork for faster, more complex reports throughout the system.

Users who are traditional TS Main users are encouraged to become comfortable working in Desktop beginning at least with version 16.1. TS Main is still accessible in this version, but only from within Desktop. Regarding version 17.1 — it’s still there, just harder to access (more on that later). Eventually, TS Main will be entirely removed!


Before installing any Sage 300 CRE version upgrade, it’s best to review the Release Notes that explain in detail the changes that come with the new version. To access the Release Notes for version 16.1, click HERE.

Remember, Sage only issues a year-end update for the latest two versions of Sage 300 CRE, which will be versions 16.1 and 17.1 this year. If you need assistance upgrading to one of these versions, it’s best to schedule your upgrade long before December (the earlier, the better). If you’d like, your Ledgerwood Associates consultant can also provide training in the use of the new Desktop following the upgrade. Also remember, change is inevitable; stress is optional.

If you would like help upgrading or training on the new Desktop, please contact Ledgerwood Associates at 480-423-8300 or click below!

request-support

July 2017 Newsletter

“We all scream!”  There’s so many new flavors to choose from this month — product launches,  updated GUI’s, version updates,  SQL upgrades, and “cool” new releases!

What we’re talking about in July:

  • Advice from LAI’s head of PSG on when to upgrade to the new Sage releases
  • Sage X3 for Construction was born from necessity
  • TimberScan releases Sage 100 Contractor CMS product
  • Six critical reporting features for Property Management
  • Webinar: Quickbooks CAN’T but Sage 100 Contractor CAN!
  • Awesome ‘Tips and Tricks’ for Sage 300 CRE | Sage 100 CON | Sage Estimating

 


Before you take the plunge!

by Ruth Stockdale, Ledgerwood Associates Director of Professional Services Group (PSG)

When is the best time to upgrade your software?

Companies like Sage continually offer new versions of software for a few reasons. Some changes are dictated, such as tax changes. Some are required because of interactions with components like Microsoft’s operating system. Others are more exciting for users because they bring interesting new features and capabilities.

This year Sage CRE is continuing with several major releases. Sage 100 has already released version 20 for SQL, Sage 300 is starting a phased release of SQL migrations starting with version 17.1, and Sage has recently released the biggest Estimating release in a decade (with SQL features in version 17. 11). Read about it HERE.

Nine things to know before you commit:

After a release is announced, though, how do you know when to implement it for your company? Here are some points to consider for all software releases before scheduling the upgrade.

  1. Review the initial release notes and scan for key feature changes. Is there something being added that is urgent for you to implement?
  2. Find out how big the release is. Will it be best to have someone do the upgrade for you? Or is it a minor tax update that you can do yourself?
  3. Look at the prerequisites. For some releases, the prerequisites are more important than others, but you never want to install an updated version without verifying the requirements first.
  4. Consider planning for releases as a part of annual business IT planning and budgeting. This will help you view your IT needs, including hardware, with a long-term plan in mind. Research the options for both on-premise hardware and off-premise solutions, such as hosted servers. When a new release is announced you will know how it fits into your plan.
  5. Know your software suite. You may have many add-ons or third-party applications in addition to your core Sage software. This would include software such as Microsoft Office. It is helpful to verify ahead of time how those will interact with the new release.
  6. See if the release includes any changes to security. You should discuss possible changes to your operator or role settings before the upgrade.
  7. Know your staff and your workflow schedule. Plan for the release installation at a non-critical time and make sure you have staff resources available.
  8. Is your company an early adopter? Every release is thoroughly tested, but there can be unanticipated issues. Would you prefer to wait until more users have installed the released version?
  9. Check with your consultant. They can help you decide when to upgrade with a new release and schedule time for it if you need or want their assistance.

With careful planning, you can enjoy the features in a new release and minimize stress that can come with the upgrade process.

Need help with your Sage software upgrade? Click to send an email to our Professional Services group! 

 


Bridging the Gap

by Robert Rock, {SAW} Software Mill

When the market asks…

In a world of escalating complexity in construction projects, it has become increasingly difficult for builders to have a firm grasp on all of the elements of their projects. Specialized Application Workshop ({SAW}) and Software Mill LLC identified this gap in the market and set out to help them do that, with software that allows managers better insight to their projects.


McKinsey research shows with mega projects:

  • Cost 30% more than plan on budget
  • 77% of these projects run late by 40%

This devastates the profit margin for construction companies, and exposes liability risks.

The birth of Sage X3 for Construction (X3FC)

Chris Wiener and Abel Lineberger co-founded the Asheville, N.C.-based company two years ago. They both lived through the frustration and lack of tools necessary, when they worked on building Khalifa Port in Abu Dhabi.

Multiple firms were involved in building the port and were focused on both onshore systems and nautical based systems within the project. Chris worked for the special system integrator that tied these third-party systems together. While working on this, he notes that it was challenging to estimate, control contract changes and documentation flow.

The creation of Sage X3 Construction (X3FC) was aimed at eliminating such complexities.

One of the first things we identified was that there was a big gap between project lifecycle management tools that run construction, and the financial management systems that run the companies,” Wiener recalls.

Built on Sage X3 platform

Working off the Sage X3 platform, changes were made, including the addition of project management modules that understand project flow. In addition, modules were added to focus on cash flow analysis and treasury. These modules were aimed at understanding the relationship of a project within the company.

X3FC also understands contractual relationships. Weiner adds:

When I was a project manager, that would have been nice to be able to do change management and understand those changes within the financial management system.”

The X3FC platform not only provides procurement but also performs sales across multiple currencies, unit of measures, and legislative reporting requirements for its users.

X3FC users include construction project managers, site supervisors, and construction and quality field team leads who will use it to cost, plan and report construction progress. Vendors and subcontractors will also use the product to submit estimates, review scheduling and submit change requests.

In addition, back-office account managers, A/R, A/P and payroll clerks will use the product to account for income and expenses against projects over time, and report on the profitability of the works. Project managers, senior management and potentially clients will use the X3FC to view the status of ongoing projects and compare them against planned values and view the status of potential projects and model them against historic data.

Want more info on Sage X3FC? Click to get started!

 


The 2017 Construction Technology report is live

Take the survey, and get the report for free!

Every year, the survey provides incredible insight and data on the latest trends and solutions in construction technology. Construction companies around the world use the resulting report to benchmark their technology efforts every year. By completing the survey, you’ll receive a complimentary copy of the full 2017 Construction Tech Report when it’s released this fall. (See past reports here.)

Complete the survey here and get the statistics and insight to improve the IT strategy for your company and your everyday workflows.

 


TimberScan for Sage 100 Contractor

The favorite Sage 300CRE content management system is now available for Sage 100CON!

Make it easy to manage construction documents and automate AP invoice processing with TimberScan 100 all while staying connected to your Sage 100 Contractor system. Content management and invoice routing is made simple using a browser-based application that’s user friendly and ready-to-go. With TimberScan 100, your construction business can:

  • Automate AP invoice approvals with precision routing rules
  • Gain tighter control of document management
  • Get a simple, real-time status view of invoices and documents
  • Enjoy a single point of entry for data – no need to rekey information
  • Customize workflows, security, and more!

LAI clients LOVE TimberScan. We think 100 Contractor users will too! Join a one-hour, live overview demo on July 13th or 27th to see it in action (click dates to reserve your spot)!

 


Six reporting features every commercial property software should have

Reprinted with permission from RealPage. Written by Guy Lyman, May 26, 2017.

As a measure of how critical reporting is in property management, consider this: from 25% to 30% of all implementation efforts center around reporting. That’s because commercial property management professionals are only as good as the data they use to make decisions. If the data is difficult or impossible to retrieve, they’re hamstrung in their jobs. And having to go through extra steps or turn to the accounting department every time they want to look at data a different way sharply limits their effectiveness.
Standard and optional reporting features vary greatly between property management systems, and you can’t always depend on their ability to grow with your needs. In many cases, expanding reporting capabilities involves expensive add-ons and customization – and even after they’re in place, these bolted on tools suffer from a lack of tight integration with the base property management system.
With these things in mind, here are the six reporting features to look for in a commercial property management system:

1. Filterable standard reports

All property management systems have standard reports, but not all standard reports are the same. Though they’re called standard for a reason (they come pre-created with the solution), not everyone wants to look at the data they contain in the same way. Asset managers and property managers, for example, view the business through different lenses. You need the ability to apply filtering, sorting, totaling and grouping criteria – and to save these criteria for future sorts and searches, so you don’t have to re-specify them every time you want to look at data in the same way.

2. User-configurable grids and queries

Let’s say you’re looking for leases that share a certain characteristic: leases by property, or leases by type, or expiring during a certain period. When you pull up a screen showing all your leases, it’s important for you to be able to apply filters, sorts and views to isolate theses subsets of information without having to run a report or analytic. And you should be able to save these “favorite” searches for later use.

3. Integrated financial report writer

Make sure a financial report writer is integrated into the core of your commercial property management solution – not a bolt-on. This is important for reasons of reporting capability (for complex financial reports) as well as visual appearance and ease of use.

4. Integrated, configurable dashboards

You don’t want your dashboards to be add-ons – you want them built right into the core software. And they should be configurable by role and user to display the exact information each person wants to see at a glance, whether operational or financial. Note that some property software vendors force you to buy a separate BI (business intelligence) system to enjoy this dashboard functionality.

5. Real time excel integration

Your property management system should be truly integrated with the Excel desktop so many managers still use – and not just “compatible.” This means, for example, that Excel runs within your security framework so you’re not bypassing your core security when you use it. You should be able to access all data within the property management system, whether operational or financial; create superfunctions and supercalculations that are storable, reusable and can be shared with others; and package and broadcast your reports to other stakeholders. You should be able to pull data directly from the property management system and drop it into Excel, and drill down into the underlying data and pivot tables.

6. On-demand analytics

Most commercial property management systems ignore the needs of a critically important stakeholder: the asset manager. They’re geared towards back-office accounting and property management staff. Look for the on-demand analytics and reporting that asset managers need, rather than forcing them to rely on the accounting department to feed the data to them in order to do their jobs – often in a form that’s not ideal for their analysis and decision-making. They’re business people, not techies, and they need the right data at their fingertips rather than have to wrangle it and shape it into the form they need.

Check off these six characteristics of commercial property management software and you can be sure you’re at the head of the pack when it comes to empowering your people to maximize their time and talents!

Ready to see RealPage, live? Click the button to request a demo!

 


Quickbooks CAN’T — but Sage 100 Contractor CAN!

Outgrown QB and need Accounting software based on the JOB??

Let’s face it, QuickBooks Contractor is great for a small startup company; it shows the expected financials and has an easy learning curve. However, it was NOT designed with job-specific financial information that contractors, specialty contractors, subcontractors, GCs and commercial or residential builders need most. The focus of Sage 100 Contractor (formerly MasterBuilder) is based around the JOB.

The Sage 100 CON dashboard shows all of the same financials that QB does. However, it takes functionality to the next level with critical information of the JOB: cash flow by job, under/over billings by job, job contract budget and cost to date, job uncommitted billing, etc.

For example, the Job Contract, Budget and Cost to Date Status report in Sage 100 CON shows the contract, change orders to the budget, percent complete, and estimated profit on a job. Another exclusive feature in Sage 100 CON is the Committed Costs snapshot that lists standard Cost Codes separate from the parts list. QB combines those codes and locks them into one item category.

FREE Webinar: Thursday, July 20th from 2:00 – 3:00 PM

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 Follow LAI on Social Media for current construction and technology news!

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Upcoming LAI Online Training and Networking Events:

Feb
7
Thu
Sage 300 CRE Data Archiving @ GoToTraining
Feb 7 @ 9:00 am – 11:00 am

Archiving Best Practices

This 2-hour presentation will provide Sage 300 CRE users with step-by-step instructions and live demonstration of procedures used to archive data in all modules, including the creation of separate archive folders for GL and JC.


 

 

Understanding the “tax gap”

Submitted by Bryan Eto, CPA BeachFleischman


The IRS continues to zero in on what it calls the “tax gap” — the amount between the taxes that are voluntarily paid and the amount the tax agency believes is actually due.

To this end, the IRS has issued a series of documents to provide better understanding of the tax code. One example is specifically directed at the construction industry.

The tax agency emphasizes instances where taxpayers failed to report, or under-reported, income from construction activities. This applies to individual workers as well as contractors and subcontractors. Following are the highlights:

Accounting Methods

Generally, income and expenses are based on either the cash method or the accrual method of accounting (including Percentage Complete and Completed Contract methods). “Either method must clearly reflect a consistent treatment of income and expenses from year to year,” the IRS notes.

Many construction businesses use two different tax accounting methods: one for long-term contracts and an overall method for all other items, which is often the accrual method.

Accrual accounting

This method requires reporting income in the year earned and expenses in the year incurred. The purpose of an accrual method of accounting is to match income and expenses in the correct year.

Two most commonly-used accrual methods are used in the construction industry:

  1. Under the “completed contract method,” all income and expenses from a contract are reported when the project is completed and accepted by the customer.
  2. With the “percentage of completion method,” income is reported proportionate to the costs incurred to date as compared to total estimated costs for the contract.

Cash accounting

As the name implies, cash receipts are reported as income when received and expenses are reported when paid. For this purpose, “receipt” occurs when a contractor has unrestricted access to income. Contractors who are able to receive money in one year, but chose to defer receipt, must include the cash as income in the earlier year.

Note that a C corporation, or a partnership with a C corporation as a partner with average annual gross receipts exceeding $5 million, may not be allowed to use the cash accounting method.

Deductible Expenses

It is well-established that a construction business can deduct its “ordinary and necessary” business expenses. An “ordinary” expense is one that is common and accepted in the construction business. A “necessary” expense is one that is helpful and appropriate for the construction business.

Note: The expense does not have to be indispensable to be considered necessary.

Several common business expenses that may be deducted in the year they are incurred are:

  • Utilities;
  • Car and truck expenses;
  • Advertising;
  • Employee salaries;
  • Trade association dues;
  • Rent expense;
  • Supplies;
  • Continuing education;
  • Small tools expected to last one year or less;
  • Steel toe work boots; and
  • Business licenses.

On the other hand, expenses for business assets that are expected to last more than a year must be capitalized and depreciated over their useful lives. Some examples of these assets include:

  • Cement mixers;
  • Compressors;
  • Ladders;
  • Other heavy machinery; and
  • Buildings and real property.

Be aware that personal expenses such as clothing that can be worn off the job site, fines and penalties, and the non-business use of vehicles or computers, can’t be deducted. Other expenses, including certain meal and entertainment expenses, may be deductible in part or only if certain conditions are met.

Reminder: The burden is on you to comply with the prevailing tax laws and regulations. If you have any questions regarding your responsibilities, consult with your tax advisor.

Beach Fleischman 2201 E. Camelback Rd. Phoenix, AZ 85016 602.265.7011 | http://beachfleischman.com | twitter: @BeachFleischman

 


 

Summertime, and the v 20.5 Update is SO cool!

by Pam Schulz, Sage Certified Consultant

If you have not downloaded and installed the version 20.5 update — aka Sage 100 Contractor 2017 (released June 8th), STOP whatever you are doing and get this update! (If you have not even upgraded to version 20 yet, you will find even more incentive in this article.)

There are too many great new features to list them all, so here are my top three favorites:

  1. Unlimited custom fields on many screens
  2. Increased field lengths on over 500 fields
  3. Filtering Cost Codes for a particular job and phase

The release notes describe the many enhancements to this version, AND now you can see who submitted the request (a new feature —MORE tracking of enhancement requests).

Unlimited custom fields on many screens

A new icon on many screens allows you to create UNLIMITED custom fields.

The custom fields can be defined with a type, name, and other properties -including security access – in the same way that all other fields can be modified. Once created the fields can be “pinned” to the screen, and will be available in report writing windows. This feature is available in many screens; jobs, clients, vendors, pay records, parts – SO many useful places. This ALONE is enough to upgrade for! I like these better than “notes”- they can be “passed out”- and if pinned, are visible like any other field.

Increased field lengths on over 500 fields

Anyone who has had to try and abbreviate a LONG name into a 30-character field will be happy to see that over 500 fields now have longer lengths (names, addresses, descriptions, more).

Filtering Cost Codes for a particular job and phase

The Cost Code list in a lookup window can now be filtered to display only codes for a particular job or job/phase, based on the job budget. No more issuing Subcontracts or Change Orders to a Cost Codes that should not exist for the budget. You can see ONLY the relevant codes.

If all of this isn’t enough — there is SO much more:

  • Easy fix for payroll records posted to the wrong period — seriously — a button click!
  • Ability to save “company specific” custom reports and form designs — for those with multiple companies who are always selecting the “wrong logo”
  • Customizable screen background colors for multiple company files — know which company you have open when they have a distinctive background
  • Tagging row for followup in the Takeoff Screen

Sage sent the update notice to customers on June 8th; the notice looks like this:

As a side note: if you did NOT get this notice, please check with the office regarding the Sage MAIN contact. It is possible that your contact information needs to be updated with Sage. Also, when you install your update, be sure to install the “Sage Advisor Update”- this will install an easy way to check on, download and install updates.

With the Advisor Update, you can be updated on your version even if you do not happen to read an update notice.

Bottom Line: If you are not running version 20.5 you need to update NOW!

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Change is the only constant!

by Kyle Zeigler, Sage Senior Certified Consultant

“Change is the only constant” — the ancient philosopher Heraclitus wasn’t referring to Sage 300 CRE when he voiced this around 500 BC, but he may as well have been. In case you haven’t heard, Sage is “re-architecting” Sage 300 CRE. Developers have already begun preparing the software for the long-awaited move from a Pervasive database platform to a Microsoft SQL database platform. While this four-year transition to SQL is applauded by many, it’s unsettling to some. Information about what is changing in the software — and how users can prepare and adapt — will be key over the next several years.

Desktop gets a new GUI (graphical user interface)

The first changes in the software are evident in version 16.1 with the new look and feel of Desktop. Gone is the directory-style layout of folders and subfolders. The more modern and more user-friendly layout incorporates Applications and Favorites with nested links. Also, multiple Home Pages (reports, websites, etc.) can be open at once and refreshed on demand (no more waiting for a Home Page to load when you first log into Desktop).

Even bigger changes are available in version 17.1 with the option to begin replicating Sage 300 CRE data in SQL. This feature affords users access to exciting new mobility applications, such as Mobile Projects for managing field reports and RFIs from a smartphone or tablet — and more mobility features are in the works. The SQL data replication process is the first phase of a whole new level of reporting capabilities, too, laying the groundwork for faster, more complex reports throughout the system.

Users who are traditional TS Main users are encouraged to become comfortable working in Desktop beginning at least with version 16.1. TS Main is still accessible in this version, but only from within Desktop. Regarding version 17.1 — it’s still there, just harder to access (more on that later). Eventually, TS Main will be entirely removed!


Before installing any Sage 300 CRE version upgrade, it’s best to review the Release Notes that explain in detail the changes that come with the new version. To access the Release Notes for version 16.1, click HERE.

Remember, Sage only issues a year-end update for the latest two versions of Sage 300 CRE, which will be versions 16.1 and 17.1 this year. If you need assistance upgrading to one of these versions, it’s best to schedule your upgrade long before December (the earlier, the better). If you’d like, your Ledgerwood Associates consultant can also provide training in the use of the new Desktop following the upgrade. Also remember, change is inevitable; stress is optional.

If you would like help upgrading or training on the new Desktop, please contact Ledgerwood Associates at 480-423-8300 or click below!

request-support

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How to add alternates in the NEW RELEASE of Sage Estimating v17.11

by Renee Mullen, Sage Marketing Manager

The most impactful release in a decade! Sage Estimating v17.11 now includes a new feature that allows you to define Alternates. Defining these Alternates on your Estimate enables you to prepare Estimates that vary according to your customers’ preferences for materials, quality and price. Using this feature can certainly keep you on a competitive level with your bid process.
Alternates can be added to an Estimate in a number of ways to simplify your work flow. You have the options to assign an Alternate from the Item Detail window, directly to the spreadsheet utilizing the Alternates column, as well as from the Edit Alternates window which also allows you to import and export Alternates to a Microsoft Excel file. In this article we will cover adding, exporting, importing and removing Alternates.

Adding Alternates

Edit Alternates window:

  1. From the Sage Estimating Ribbon, click the Advanced tab.
  2. Click the Alternates button to launch the Edit Alternates window.
  3. Click Add.
  4. Enter a Name for your Alternate.
  5. Enter a Description for your Alternate. This field is not required but can help identify your Alternate if the name is not descriptive.
  6. Statuses do not have to be assigned at this point in time, but if you have already defined statuses that you would like to add to an Alternate, you can select a Status from the Status Drop-down.
  7. Units are optional as well and can be assigned by selecting a unit from the Unit Drop-down.
  8. If you would like to include any notes about the Alternate, Enter them into the Notes column.
  9. Click OK to complete the process and exit the Edit Alternates window.

Item Detail window:

  1. With an Estimate open, Select an Item on the spread sheet and Press CTRL+D to bring up the Item Detail window.
  2. In the Alternates field, Enter the Name of your new alternate. Additionally, you can select an existing Alternate from the drop down.
  3. Click Save to return to the Estimate.

Estimate Spreadsheet:

  1. On an Estimate, add the Alternates column to your spreadsheet layout by Right Clicking on a column header and select Insert. Check the box of the Alternate and click OK.
  2. On the item you want to specify an Alternate for, Enter the Name of the Alternate into the row under the Alternate column. Additionally, you can select an existing alternate from the drop down to assign it to the item.

Exporting Alternates

  1. From the Sage Estimating Ribbon, click the Advanced tab.
  2. Click the Alternates button to launch the Edit Alternate window.
  3. Click the Export button.
  4. The Export Data dialog box will appear. Browse to the path where you would like to save the export and then click OK.
  5. A process indication will appear. Once complete you can click View Log to view the log file, or else click Close to complete the process.

Importing Alternates

  1. From the Sage Estimating Ribbon, click the Advanced tab.
  2. Click the Alternates button to launch the Edit Alternate window.
  3. Click the Import button.
  4. Click Browse and select the Microsoft Excel file that contains the Alternates you wish to import. Once the file has been selected, click OK to continue.
  5. A process indication will appear. Once complete you can click View Log to view the log file, or else click Close to complete the process.
  6. Click OK to save all imported Alternates.

Removing Alternates

  1. From the Sage Estimating Ribbon, click the Advanced tab.
  2. Click the Alternates button to launch the Edit Alternates window.
  3. Highlight the rows you wish to remove and then click the Remove button.
  4. Click OK to commit the changes.

There is so much more to learn about Alternates but this should get you started on the path to efficient, competitive bids!

Questions? Chat with Sage Monday through Friday, from 9 a.m. to 8 p.m. ET.

For more information on this topic visit Knowledgebase Article 34212. You can find this information and more in the Sage Knowledgebase.

Also, join the conversation at Sage City, available 24/7, the online community is your gateway to many Sage resources.