• Sage 300 - Bank Feeds

    Has anyone had luck connecting to RBC in Canada?
  • Customer Number Change must be upgraded, but how?

    When attempting a Customer Number Change as part of the day-end process the day after upgrading Sage 300 - 2022's Payroll module to version 8, we encountered the following error: Error: Newer version of US Payroll was detected. Customer Number Change…
  • SAGE 300 ERP RollOver

    Hello Everyone, I recently created a new year(2024) for a client's company, but the document date and posting date are 2024 instead them being DECEMBER 31, 2023. Now, I am not sure if it's an error or it's okay. My idea is to reverse the entry and repost…
  • Error during AP Payment Import

    Hi all, While importing AP Payment, I encounter this error "The bank code and bank currency combination does not match that of the batch". However, the batch is still imported with all (total = 3) of the entries. I do not understand what does…
  • General Ledger Budgets

    Is Creating a Budget in General Ledger a useful tool or is it better to create the budgets in Excel and export the data from GL?
  • GL Batch Posting Error: Period 1 in fiscal year 2024 is locked for General Ledger in Common Services' Fiscal Calendar.

    Hi There, I am new in a company and Sage 300 premium. July is our period 1 for the new fiscal year 2024. There is no accountant in the company in July, hence nothing posted in GL in July. When I posted AP source entries from GL batch listing, this is…
  • How important are historical FX Rates?

    Hello Sage 300 community! Yesterday a financial analyst accidentally deleted 15 years of FX rates (first and last of the month) in the Currency Rate table. We are trying to restore the information, but it seems like it may be a lengthy process. Does anyone…
  • accruals

    vacation pay stopped accruing and being paid out for a large number of employees but not all
  • Year End Closing Entry

    New year is already created but now need to close the previous fiscal year to retained earnings. How do I create the closing entry if the new year is already created?
  • T4A Box 144 -Exempt Income

    Has anyone figured out how to get income to show in Box 144 of the T4A in Canadian Payroll?
  • Sage 300 2014 AR Receipt Entry numbering

    Hi Everyone, I have a client running on Sage 300 2014 and is facing challenges on AR document numbering. The system's AR Receipt document auto-numbering sometimes skip the sequence by a random number hence distorting the trail. Can anyone assist on…
  • Sage 300 AR Credit Card Receipt - can't post

    I have an AR receipt entry with a cc charge that has been settled but the receipt entry will not post. The charge was applied to two invoices. Before the batch was posted, another entry was made to those two invoices with a credit note applied to them…
  • box 28 cpp exempt not showing x even though cpp not a tax on employee

    i have a few employees that have chosen to be cpp exempt on account of turning 65 and filing a cpt30 form. the x is missing in box 28 on their t4 for some employees and there for others
  • Bank Reconciliation posting error: Requested payment was cleared previously

    We have been working with a customer who has had some issues with their bank rec. We have worked through their issues and are at the point where we are ready to post the reconciliation and we have received this error: Requested payment was cleared previously…
  • Can you reconcile E-Statements with Fifth Third Direct Bank that is different from Fifth Third Bank

    Hi, I have a client that would like to Reconcile E-Statements with Fifth Third Direct not Fifth Third Bank and they cannot. Does anyone no if Fifth Third Direct is supported? Thanks for all you do
  • Customer number change and National Accounts

    Client has a request to change the customer id but the customers belong to a national account. Reason for the change is that the customers are changing affiliations and client built in national account identifiers in the customer number. Most of the customers…
  • Accounts Payables discount not posting a Journal

    I have a client who's vendor is giving out some accessories with a 100% discount in a certain month. On Purchase order, the client is capturing this accessories with the previous cost but discounting it at 100%. The challenge is and I stand corrected…
  • Bank Services Error

    So I posted a transaction in Bank Services (deposit) in January - it was the wrong amount (posted say $150 when it was only $100) - so I went in and reversed it and reposted the transaction with the correct amount. No big deal right? well now my boss…
  • Automatic Shipping and invoice Order Entry

    Here is our scenario. We give a customer a qoutation in Order entry. The customer then goes to the cashier to pay or payonline. Then the receipt is taken back to our sales team to ship and create invoice. Isnt there away that at the time of paying the…
  • AR Adjustments

    How do you remove a posted adjustment in AR. I had a xact that I adjusted incorrectly, entered the correct adjustment but left with an adjustment that is essentially hanging. I can't adjust the adjustment because the document's balance is 0. Any help…
  • Mass Apply Documents

    Sage 300 Any solutions that can Auto-Apply mass open documents for all Customers in the A/R? Credits (Open Receipts, CN etc) against Debits (Invoices, DN etc) using a certain criteria e.g. Date etc
  • Sending Both A/R Invoice and Statement in the Same Email

    Sage 300 Cloud How possible is it to send both A/R Invoice and Statement in the same Email communication as separate attachments.
  • Timeout while sending A/R Invoices/Statements via Email

    Sage 300 2019 PU7 While sending A/R Invoices/Statements via Email, the system sends some e.g. 50-90 and returns the Error below; "Description: Mail delivery failed. Use the Email tab on the Company profile screen to send a test email and confirm that…
  • Statetement designer - not updating current year figures

    Hello, I am trying to run a an IS through the statement designer function in Sage 300 ACCPAC. August would be period 1 of FY2022, however when I select this period, all the figures that come back are 0. If I select period 12 FY2021, everything runs…
  • Period locks change on upgrade to 2021

    I just upgraded a customer from Sage 300 2018 to Sage 300 2021. After upgrading they pointed out that many of their "Locked" periods were now unlocked. In their old database in the CSFSCST table there are NO lock records for 2020, 2018 and 2016. I…