Sage 300 CRE Brunch Club: System Maintainence

Missed our Sage 300 CRE Brunch Club about system maintenance? No problem! Replay the whole video, or just the highlights below and download the slides now. 

In this Brunch Club meeting, The RKL team explored the process of moving jobs to a history folder, managing transactions, and the best practices for maintaining job cost reports. The session will also address common challenges and provide comprehensive solutions for efficient job cost management.

Learn about:

• The importance of archiving in job costs, specifically the process of moving jobs, commitments, and transactions.
• The process of creating a new data folder for historical jobs and the importance of keeping everyone out of the system during archiving to avoid issues.
• To improve the reporting speed, consider moving smaller jobs to the history folder.

Interested in learning more about Sage 300 Construction and Real Estate? Explore our Sage 300 CRE page or connect with one of our knowledgeable Customer Success Managers for further information.