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OCW – Sample Reports

Office Connector Write

Sample Reports

The following Sample Reports come with every copy of Office Connector Write:

Report Name Description
Write AP Invoice Approval This solution provides a means to approve invoices within Excel. All unapproved invoices are listed using an Office Connector query. The approval status can easily be updated and then written back to Sage 300 Construction and Real Estate using Office Connector Write. This requires that the approval feature has been enabled within AP Settings.
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Write EQ Equipment Maintenance This template provides a quick and easy Excel-based method to update the maintenance data for EQ Equipment records.
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Write GL Budget This template can be used to view, create, or update a budget in General Ledger.
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Write GL Budget - Cash This template can be used to view, create, or update a budget in General Ledger.
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Write JC Cost To Complete This template provides a means to perform job cost forecasting in an Excel worksheet and then write forecasted values back to Job Cost for use with other reports.
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Write JC Cost to Complete (by Category) This template provides a means to perform job cost forecasting in an Excel worksheet and then write forecasted values back to Job Cost for use with other reports.
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Write JC Work In Progress This template is based on the "JC Work In Progress.xlt" template but provides additional functionality to write calculated values back to the job records for use with other reports.
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Write PJ Correspondence Log This template can be used to quickly update correspondence records in Project Management. Records can be quickly filtered to locate the desired information and then information can be updated and written back to Project Management.
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Write PR Employee This template provides a means to enter new employees or to view and update existing employee information from within Excel using a single consolidated entry form.
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Write PR Rate Table Rates This template provides a means to update payroll rate tables from within Excel. New rates can be manually entered, or can be based on formulas or references to other worksheets. Once rates have been entered or calculated, they can be written back to Payroll using Office Connector Write.
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Write PR Union Items This template provides a means to quickly and easily update union deductions and benefits from within Excel. Updated information can be written back to Payroll using Office Connector Write.
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