Sage Construction & Real Estate

We overpaid a vendor, They issued a refund check for the overpayment, What is the correct way to resolve this and record>?

I'm sure I've used the usrdf1/usrdf2 in places and changed it to be a number value, but i have noticed lately that when i change it to number it is only accepting and integer and not a decimal. I know i can make custom fields but i avoid them as they…

Hello, I have transferred Sage 100 from my old computer to a new computer and moved my customized forms for printed checks. In doing this step, I had to upgrade Sage from 23.3.23.0 to 25.3.98.0 I tried to pay a vendor using check. However, the spacing…

We started experiencing this issue 2 days ago and it seems that we are unable to get past the error. When trying to make a payment in Sage AP, my user gets the following error when trying to submit: This program is about to close. See the journal in the…

My company uses Avid Exchange to cut checks. We have a check that got outstanding for too long and Avid refunded us the money. How do I reissue the check without overstating the vendor totals for 1099 reporting purposes. Here are the problems I came across…

Asked two years ago and didn't get any replies - When releasing retention on a job, the AR module allows you to update the due date for invoices. This allows you to run aging reports with the retention showing in the correct column. However, when…

Is anyone else receiving an error when we try to finalize and pay for our 1099s. I've tried mulitple files and credit cards. It also immediately pops up so it isn't timing out after 5 tries. "An error occurred uploading the payload file. Error uploading…

How do I create a report that will show me a summary balance total paid to a Vendor/Subcontractor in a specific time period ?

We have a single vendor that we have two accounts # for. What is the best way to set this up ?

We believe a user deleted some AP vendor invoices. How can we find deleted AP vendor invoices in Sage 300 CRE?

When you cut a check and print a Lien Waiver, can you customize the form to include "paid to date" on a job for that vendor?

What determines the order of printing the vendor ACH remittance emails in hard copy? There are not options and its definitely not vendor number.

We have the option to close a purchase order automatically set to when the balance is zero. Is there a way to close a purchase order during accounts payable entry when the invoice is less than the total purchase order?

How do I go about generating a list of vendors sorted by their payment type? I want to know which vendors I pay are paid by EFT, Cheque, etc.

Does Sage prevent creating one vendor with multiple accounts if you enter a duplicate EIN number? I have two companies that have the same name except one is an LLC at the end and one is an INC. They are two different companies, but it brought up the importance…

Is it possible to have a non-taxable part/item in a Sage PO? Frequently, freight is not taxable so we're having to manually adjust the tax amount when paying invoices from POs in 4-2. Thank you!

Hey all, Has anyone had luck adding a Lowes Credit Card (through Synchrony Bank) as a bank feed? I tried the login credentials through both Synchrony options in the Plaid interface and neither worked. I'd like to automate as much as possible, though…

Can anyone advise on what the "*" means next to the date on the Check Register Report 2-6-0-21 ? Thanks for your help in advance!

I made an over payment to a subcontractor, how do I post the credit to A/P and how do I post the reimbursement check for the over payment?

We are beginning a project in which our subcontractors are to be excluded from our insurance audit totals. Since these same subcontractors may be working on other projects for us that will be included in the audit totals, does anyone have a solution would…

I have retainage owed to a subcontractor, and now given a backcharge against their contract, which zero's out what I would have paid them in retainage. How do I make it disapear from the payment selection. I've tried to print a zero $ check, but Sage…

I just recently started to use the Address Book module. I have noticed that most of my AP vendors, although appear in address book, do not have addresses associated with them. I need to do a mass mailing to all AP and AR vendors. Is there a way to populate…

How would I go about transferring a credit balance from one Vendor to another in Sage? We work with a Vendor that has a Concrete business and a lumber business and our records have each of these subdivisions as a vendor in Sage. Currently we have a…

We are having issues with getting subcontractors who have billed retainage to show up on a report since Sage 300 refuses to create a "bill retainage" button in AP. When I submit reports to management they have no idea a retainage bill from a subcontractor…

When using accounts payable - as an example - the pop up windows contents are extremely small. I am running windows 11. I have contacted technical support and anyone they will forward me to. The only answers I have gotten have been to purchase non hd…