Updated AP import now assigns the correct payment type automatically. Payroll completes cleanly even when Union Class isn't configured. CA Pay Data reporting updated for current state requirements. Your year-end runs the way it should.
Reporting & data export
VERSION 24 • 2024
Excel exports now output to the modern .xlsx format. Crystal Reports upgraded to 2020 with full 64-bit support. The Inquiry Export default directory is now user-configurable. Getting data out of Sage and into the hands of decision-makers is faster than ever.
Platform & infrastructure
VERSION 23 • 2023
Full compatibility with Windows Server 2022 and the latest SQL Server environments. Performance improvements across Project Management and Job Cost. A more stable foundation for companies running on modern IT infrastructure.
Feature Assessment
Are you using all of this?
Most longtime customers stick with what they set up on day one. Check off any Sage 300 CRE capability your team isn't currently using—then talk to us about what you're leaving behind.
My team still manually compiles job cost summaries or cash flow reports in spreadsheets outside of Sage.
Executive Dashboard
Our company owner or CFO doesn't have a single view of job profitability, cash flow, and AR/AP aging in one place.
Vendor Compliance
We track subcontractor insurance certificates and lien waivers in a spreadsheet or paper file rather than in Sage.
Project Management
Our project managers don't have a centralized view of RFIs, submittals, change orders, and job documents in one place.
Field Access
Our field team can't pull up drawings, schedules, or project documents from a mobile device on the job site.
Property Management
We manage leases, tenant billing, or CAM reconciliation in a separate system outside of Sage 300 CRE.
Sage University
We have team members—including newer hires—who haven't had formal Sage 300 CRE training in the past two years.
Custom Reporting
We're not taking advantage of the Report Designer or Crystal Reports to build custom views for our specific business needs.
Your Compliance Checklist
Construction accounting has more year-end obligations than almost any other industry. Here's how Sage 300 CRE handles each one—so you don't have to.
Handled in Payroll Module
Tax tables update automatically with each annual release. Forms are pre-built to current IRS specifications—including four-digit year formatting and current box configurations.
Handled in Payroll Module
WH-347 reports generate directly from payroll data, including cash fringe rate calculations. Aatrix integration handles electronic filing for federal and state certified payroll submissions.
Handled in Payroll Module
Multiple union classes, benefit rates, and reporting formats are supported natively. Payroll completes cleanly regardless of union configuration—no manual workarounds needed.
Handled in AP + Project Management
The Vendor Compliance Inquiry tracks outstanding lien waivers by vendor and job. Payments can be held automatically until compliance is confirmed—no manual tracking spreadsheet required.
Handled in AP + Project Management
Expiration dates for general liability, workers' comp, and other certificates are tracked per vendor. The system flags expirations and can block AP checks until coverage is renewed.
Handled in Job Cost Module
Work-in-progress schedules pull directly from Job Cost data. No separate spreadsheet assembly—the reports your bonding agent and lenders need are already in the system, ready to run.
Handled in Payroll Module
State tax tables and forms—including CA Pay Data reporting—are updated with each annual release. You're not responsible for tracking regulatory changes. Sage does that for you.
From the field
What your peers are saying
"Having a solution like Sage 300 allows us to keep our headcount low, even as we grow. The efficiencies we gain through the integrated processes and automated workflows help each person on our team be more efficient and effective at their job."
Linda Allstadt
CFO & Vice President of Finance, Peinado Construction
"I can break [job costing] down for every job. I know that it processes through from Payroll, General Ledger, Accounts Payable, Accounts Receivable. It’s all integrated through the job cost program and we can get every detail we need out of that."
Diane Mills
Secretary/Treasurer, Century Mechanical
"We have great integration now between all departments regardless of location. Plus there’s a record of ALL of the transactions in one place without having to search."
Susan Parker
Controller, DDP Roofing Services, Inc.
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