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Sage 300 Construction
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AI
Sage AI Assistant Chat

What can I help you with in Sage right now?

I'm trying to run a subcontractor payment history by job with totals.

Sure. To create that report:

  1. Go to AP > Reports
  2. Select "Subcontractor Ledger by Job"
  3. Choose "Group by Job", then "Summarize Totals"
  4. Export to Excel or PDF as needed
View Example OutputModify Columns
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Fast Learning

Built-in support to flatten your Sage learning curve

Real-Time Help

Answers appear in the flow of work — no context switching

Introducing Sage AI Assistant

Unlock Sage's Full Potential With AI Chat

Sage AI Assistant Chat gives you guidance, reporting, and troubleshooting on the fly — no toggling tabs or calling support.

From running payroll to reviewing GL entries, just ask. It handles the rest.

  • Conversational Support

    Describe what you're trying to do in Sage, and get real-time help in plain English.

  • Live Task Coaching

    Get step-by-step guidance directly inside the workflow — no searching or guessing.

  • Context-Aware Replies

    The assistant understands where you are in Sage and offers smart, relevant assistance.

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Everyday Sage Challenges

Real Sage Headaches,Solved in Seconds

These are common frustrations reported by Sage users — and how AI-powered chat makes them disappear.

Hard-to-Find Menus

"I'm trying to add a new vendor, but I can't remember where that is in Sage 300..."

With Sage AI Chat, just ask "Where do I add a vendor?" and it will guide you directly to the right menu.

Report Formatting Confusion

"I need a trial balance filtered by department — but don’t know how to set the parameters..."

Ask "Generate a trial balance for Division B with last quarter’s data only" — and get it formatted instantly.

New User Overload

"It’s my first week — I’m supposed to log equipment hours, but I’m lost..."

Say "How do I enter equipment time for Job 1027?" and get a step-by-step walkthrough right inside the UI.

Code Errors During Entry

"I keep getting validation errors when entering expenses for project 445-B..."

Ask "Which GL code should I use for landscaping on 445-B?" and the assistant will suggest the correct one in context.

Help Built for Your Sage Role

From project admins to payroll leads, Sage AI Assistant Chat delivers relevant help based on your job function.

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Project Administrators

Manage daily logs, subcontractor workflows, and job data entry

Daily Field Entry Assistance

The Challenge

Unsure where to log weather, labor, and crew notes for today's report

AI Solution

Ask 'How do I complete today's daily field report for Job 22-017-WEST?' and get a step-by-step walkthrough of the PJ Daily Report screen

Example Query

"Where do I enter crew counts and weather for 22-017?"

Time Saved: 15–30 minutes per report
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How Sage AI Assistant Chat Solves Daily Sage Tasks

These are real Sage challenges — and how our AI assistant provides step-by-step help, in context.

See It In Action

Payroll Status Tracker with GL Posting Prep

Where do I even begin with payroll in Sage 300? We’ve got four unions, three tax jurisdictions, and it’s never clear what’s done or still pending.
You're mid-cycle for Pay Period ending 06/30/2025. I’ve pulled live data from PR. Let’s walk step-by-step through what’s complete and what’s holding:

Import Time Entries

45 of 46 employee time records loaded (97%)

Calculate Gross, Taxes, Deductions

Gross: $125,000 | Taxes: $26,500 | Net: $98,500

Review Payroll Register (PRREG)

Register generated – 120 employees processed

Post Payroll to GL

Pending — waiting on register approval

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Generate Job Cost to Budget (Labor-Only)

I need a budget-to-actual labor report for Job 22-057-BLDG but I never remember which JC report to run or how to filter it right.
I’ve preselected the 'JC Job Cost Detail (Labor Only)' report with correct filters. Here’s how it’s configured:
  • Job: 22-057-BLDG (Main Office Expansion)
  • Cost Type: Labor (Code L)
  • Group By: Cost Code
  • Columns: Budget, Actual, Remaining, % Used

Want to send this to your inbox or save to My Reports?

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Pick the Right JC Report — Without Guessing

Every time I go into JC Reports, I get stuck. There's 12 different options and I don't know which gives me budget vs actual by job.
Here's where to start depending on your level of detail and role:
  1. JC Cost Summary: Roll-up view by Cost Code and Type. Great for finance reviews.
  2. JC Job Detail: Line-level cost activity — timecard, PO, AP per transaction.
  3. PM Cost vs Budget: PMs love this view — clean format with forecast column.
  4. Always filter by Job (e.g. 22-057-BLDG) and Cost Type (L, E, M, S) before running.
  5. Use Report Options to switch from period-to-date to job-to-date view.

Want me to load one in preview mode with filters preset?

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Field Report Help for First-Time Users

I was just given access to Field Reports. Where exactly do I go to log today’s crew info, photos, and site notes?
Let’s start from the Field Reports module:
  1. Go to PM > Daily Field Reports > New
  2. Fill out: Job #, Date, Weather, Notes
  3. Then complete tabs: Labor, Equipment, Subcontractors, Materials, Attachments

If you want, I can preload yesterday’s report and copy forward weather and crew.

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Cost Code Lookup for PO Entry

I’m in PO Entry and keep getting ‘Invalid Cost Code’ for job 23-008-GEN. What’s the code for rebar on this one?
The correct cost code for rebar on job 23-008-GEN is 03-245. That’s tied to Division 3 — Concrete.
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Benefits

Elevate How You Work in SageAI That Pays Off

From onboarding to approvals, Sage AI Assistant Chat makes every step faster, smarter, and less stressful.

Speed Up Onboarding

New team members get personalized assistance navigating Sage — with answers and walk-throughs right when they need them.

Ramp up faster with no guesswork

Simplify Day-to-Day Tasks

From data entry to report formatting, let the assistant reduce back-and-forth and streamline your workflows.

Save hours per week on repetitive steps

Improve Accounting Accuracy

The assistant helps validate GL codes, catch errors, and ensure compliance before you submit.

Minimize manual errors and rework

Give Staff More Confidence

Whether they're reconciling, closing, or entering new vendors — help is always available inside the product.

Answers available 24/7, no handholding required