myCOI + Sage 300 CRE

Competent Compliance for Confident Partnerships
myCOI + Sage 300 CRE
Integration Feature

This Feature maintains your Sage 300 CRE JC Commitment Insurance status based on the myCOI Assignment Policy Line Compliance data. Your AP team will rest easy knowing the subcontract compliance is up to date for every invoice.

Competent Compliance for Confident Partnerships

Check List

Effective Compliance Management

Remain compliant and process certificates the smart way using myCOI Compliance Manager. This intuitive self-processing feature provides guided assistance for making the processing of certificates simpler, faster and more accurate.


All Your Certs in One Place

Leverage the myCOI Certificate Hub to eliminate paper trails and manage all of your certificates, requirements, and third-party relationships in a central repository.


A Compliance Process You Can Trust

Take advantage of the most robust and industry-knowledgeable online workflow with myCOI Communication Director. This rules-based engine is built on a foundation of insurance industry logic to automate the COI communication process and ensure you remain protected.

Important Notes:

  • This integration is built, sold, and maintained by myCOI using App Xchange.
  • A subscription to myCOI is required for this integration (not sold by Trimble). If you are not a customer and do not have any sales conversations in motion, we can help with an introduction to their compliance automation experts. Let’s talk.
  • On-prem users: Data Xchange does not guarantee version support for either system beyond the current version available and the previously available version. Older versions may still work, but are not actively supported and may become obsolete.

Helpful Resources:

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