Best Practices for Updating Aatrix in Sage 300 CRE

This article outlines best practices for keeping Aatrix current.

Best Practices for Keeping Aatrix Current

• Quarterly Updates: Always update Aatrix before processing quarterly forms such as 941s.
• Year-End Updates: Update before generating W-2s, 940s, and other year-end forms. Aatrix typically publishes multiple updates per week during December–February.
• Manual Updates Recommended: Manually update Aatrix each time to avoid errors and stay compliant if you use it only a few times a year.
  
• Monitor for Changes: If a tax form changes mid-year, Aatrix may release a patch. Check the Sage Community Hub for Sage 300 CRE and Year-End Center to stay updated.
• TIPS:
  • Always run Aatrix updates with administrator privileges. See How do I update Aatrix eFile and Reporting forms?  and How do I verify users' Permissions for Aatrix files? for details.  
  • Add Aatrix to your antivirus/firewall exceptions list. See How to configure your firewall to download the Aatrix updates for details.
  • If prompted to install an Aatrix update, follow the prompts to install the latest form changes. 

How to Manually Update Aatrix

If the automatic update fails or gets interrupted, follow these steps:

1. Go to the https://www.aatrix.com/partners/sage300construction/updates/ and click the Sage 300 Construction and Real Estate button under Product Updates.
2. Download the sto.exe file.
3. Right-click the downloaded file and select Run as Administrator.
4. Follow the prompts to install and click Finish when done. 
5. Reopen Sage 300 CRE and verify that the forms load correctly.