Sage 300 for construction and contracting firms
Sage 300 document automation for construction and contracting firms
DynamoDocs captures the subcontractor invoices, job-coded material bills, and POs across active job sites that construction and contracting firms deal with every day, reads them with AI, validates every field, and posts them into Sage 300. Your team reviews the exceptions instead of retyping each one.
30-minute session · run against your own Sage 300 document types · no commitment
The short version
DynamoDocs automates Sage 300 document entry for construction and contracting firms. For construction and contracting firms, subcontractor and material invoices arrive against many active jobs and AP must code each to the right job, phase, and cost code by hand. DynamoDocs captures each document, AI reads and classifies it, codes it to job, phase, and cost code, validates it, and posts approved records into Sage 300 through the Sage 300 web services / API, so AP stays audit-ready and job costs are never off because a bill was mis-coded. Sage 300 (formerly Accpac) runs multi-company, multi-currency finance and distribution for mid-market businesses, where AP volume spans several entities.
Sage 300 × Construction & Contractors
Sage 300 CRE job, cost code, and category, coded automatically
Sage 300 CRE (formerly Timberline) is the backbone of a lot of construction AP, and its power is in coding every cost to job, cost code, and category, which is also the slow, error-prone part when it is done by hand off a stack of subcontractor invoices.
DynamoDocs reads each invoice, applies the job / cost code / category from your rules and vendor history, holds back retainage correctly, and posts an AP invoice into Sage 300 CRE. The audit trail auditors and owners expect stays intact, and job costs reflect reality without a clerk keying every line.
Sage 300 CRE users usually track committed costs against subcontracts. DynamoDocs matches an incoming subcontractor invoice to its commitment and flags an over-billing against the schedule of values before it posts. That is exactly the check a project manager wants in hand before approving a progress draw.
The mapping
How Construction & Contractors paperwork posts into Sage 300
Each document is coded to job, phase, and cost code and posted into Sage 300 as the right native record. Nothing gets dropped into a CSV to clean up later.
| What construction and contracting firms send | Where it lands in Sage 300 |
|---|---|
| Subcontractor invoice with retention or retainage held back | an AP invoice, coded to job, phase, and cost code |
| Material supplier invoice tied to a specific project | an AP invoice, coded to job, phase, and cost code |
| Purchase order for materials across active job sites | an order-entry order, coded to job, phase, and cost code |
| Progress billing or AIA-style pay application | an AP invoice, coded to job, phase, and cost code |
| Vendor bill that needs clean job-cost coding | an AP invoice, coded to job, phase, and cost code |
| Made-to-order RFQ or request for pricing | a quote in Sage 300 |
A worked example
Sage 300 for construction and contracting firms, from inbox to posted record
Imagine a general contractor running Sage 300 that receives a subcontractor invoice with 10% retainage split across three cost codes, it spans two active jobs. DynamoDocs picks it up from the monitored inbox (or a drag-and-drop upload), and AI reads every field and line, no template required. It is coded to job, phase, and cost code from your rules and vendor or customer history, then validated against totals, required fields, and your own checks. Anything that fails is flagged field-by-field for a quick review; everything clean posts straight into Sage 300 as an AP invoice through the Sage 300 web services / API. Connects through the Sage 300 web services / API, on-prem or hosted. Your construction & contractors team reviews the occasional exception instead of retyping the whole document, so AP stays audit-ready and job costs are never off because a bill was mis-coded.
Specific to Sage 300
How the Sage 300 connection works for construction and contracting firms
Sage 300 (formerly Accpac) runs multi-company, multi-currency finance and distribution for mid-market businesses, where AP volume spans several entities.
Web services API
Connects through the Sage 300 web services / API, on-prem or hosted.
Native records
Posts AP invoices, Order Entry orders, and quotes.
Multi-company & currency
Maps to the right company database, currency, and GL accounts during posting.
Curious what this saves at your construction & contractors volume on Sage 300? Model it on the savings calculator
Questions, answered
Sage 300 for Construction & Contractors FAQ
How does DynamoDocs handle construction & contractors documents on Sage 300?
For construction and contracting firms, subcontractor and material invoices arrive against many active jobs and AP must code each to the right job, phase, and cost code by hand. DynamoDocs captures each of those documents from a monitored mailbox or upload, reads every field with AI (no per-vendor template), codes it to the right job, phase, and cost code, and posts it into Sage 300 through the Sage 300 web services / API. Connects through the Sage 300 web services / API, on-prem or hosted. Clean documents post automatically; only exceptions reach a person, so AP stays audit-ready and job costs are never off because a bill was mis-coded.
How does a subcontractor invoice with retention or retainage held back post into Sage 300?
It becomes an AP invoice in Sage 300, coded to the right job, phase, and cost code, with header and line-item fields validated before anything posts. Posts AP invoices, Order Entry orders, and quotes. A visual field-mapping engine shapes the record into exactly what Sage 300 expects, so nothing is retyped and nothing posts half-filled.
Can it keep our Sage 300 coding right for construction & contractors?
Yes, that is the point. Each document is coded to the right job, phase, and cost code from your rules and vendor or customer history, so records arrive in Sage 300 already coded instead of waiting on a clerk. Anything that fails a rule is flagged field-by-field for a quick fix, which keeps Sage 300 clean and AP stays audit-ready and job costs are never off because a bill was mis-coded.
How do purchase orders and RFQs from construction and contracting firms post into Sage 300?
Purchase orders become an order-entry order and RFQs become a quote in Sage 300, with every line, subcontractor invoices included, read and validated first. Maps to the right company database, currency, and GL accounts during posting.
How much time and money does this save construction and contracting firms on Sage 300?
Keying one document into Sage 300 typically takes 5–10 minutes and costs $2–$6 in labor, before the cost of fixing mis-coded job, phase, and cost code. DynamoDocs does it in seconds and only flags exceptions, which commonly cuts document-handling labor by 80–95% while AP stays audit-ready and job costs are never off because a bill was mis-coded.
See it run on your Construction & Contractors documents
Bring a real invoice, PO, or RFQ and watch it go from inbox to posted in Sage 300 in about 30 minutes.
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