• Inquiry with last invoice date for a job/contract

    I have been searching everywhere to find an inquiry that has the last billing date for a contract. Does anyone know if such a thing exists? I can't even find where this information is stored in contracts, billing, job cost, AR, anywhere. Your help is…
  • Older Contract Jobs Missing in Contracts

    In the Contracts module: we just noticed our old Contracts, from 2018, are not showing when we pull up the new contract screen. Why would they not be showing all of a sudden? I did make sure the new contract screen shows active or standard. Do our old…
  • Open Closed Contracts Module

    I accidentally closed our contracts module twice, rolling it forward two months rather than one. How can I reopen the contracts module?
  • Edit Change Order Headings

    Does anyone know how to edit the headder on a change order in contracts? It currently has our old business name on it and we are trying to change it to the new one.
  • Track OCIP Certificate at the Contracts level

    We are a subcontractor for many different General Contractors. Many of our projects are OCIP's. I need to track the expiration dates of these OCIP certs. Do you know where / how I would enter them? Thanks, Bonnie
  • Job Cost Commitment edits in AP

    We have a commitment entered. The vendor and job are tied to the commitment. We’ve been told by the help desk that there are no edits in an AP entry to prompt to add the commitment. SAGE suggested sticky notes or leaving the insurance out of the system…
  • Labor rate table - create or update - standard practice?

    FormerMember
    FormerMember
    What is the standard practice for creating/updating labor rate tables? Do you create a new rate table every time rates change (we do annually) - or do you just update the current table with the new rates? I'm new to Sage so looking for advice on how to…