• Job Cost Accounts Receivable Paid Report

    I'm looking for a report in Job Cost that shows what we've invoiced to a particular job, when it was paid, invoice number, etc. The Job Cost/ Receivables Aging by Job report only shows open invoices. Once the invoice is paid, it is removed off of the…
  • Write off retainage

    I am trying to write off part of a retainage invoice as uncollectible. I was using adjustment type "write off" but I can't seem to get it to come out correctly. It is not adjusting the balance. Suggestions?
  • Deleting Cost Codes

    If I have a Cost Code that we no longer use and I want to delete it from the list, what are the ramifications of doing this? If I ran a report where costs were associated to the Cost Code, would they disappear? Would to Description of this Cost Code…
  • Job Cost Report Missing Entry

    On the Job Cost Report for one of my jobs, the Subcontract total for a specific cost code is missing the amount of one invoice. The invoice was correctly put to the corresponding Commitment. The correct amount shows up on all other JC reports. But for…
  • If we are on 20.5.1 are we eligible to update to the newer versions?

    I have no idea why we haven't been updating and our interface looks very old school. We seem to be using an outdated version of sage. Is there a way to update on our own, or should we reach out to our individual Sage Reps.
  • Security vulnerability plan for Redis

    Hi, Which Sage 300 CRE will remediate below Redis vulnerability? Redis: Incorrect Type Conversion or Cast (CVE-2018-12453) Redis: Out-of-bounds Write (CVE-2020-14147) Redis: Security Features (CVE-2016-10517) Redis: Improper…
  • Payroll Tax with zero percent

    We have finally done the impossible...we have kept a steady group of employees and have "earned" a 0% rate on our Iowa State Unemployement. Problem....every check that I processed this first payroll run gave me the warning of no amount/formula for tax…
  • My Assistant Formula

    Similar to below but I only want to return invoices where the month and year do not match. The day of the month doesn't matter. I'm sure it's a formula but I don't know how to "join" the month and year together in a formula for comparison.
  • Weekly Wage Withholding

    I have an employee where I now have to withhold 20% of their weekly gross payroll checks for the state. We have a Garnishment deduction set up, but I'm not sure how to use it, as I won't know the amount to withhold until I run their payroll check. Does…
  • Sage 300 CRE 2023 T4 Reporting - Any info about the new Box 45 on Canadian Payroll T4's for Employer offered Dental Benefits?

    Sage 300 CRE 2023 T4 Reporting - Any info about the new Box 45 on Canadian Payroll T4's for Employer offered Dental Benefits?
  • Direct Cost - Labor in Cost Based Billings

    We are trying to get lines of labor into our T&M cost based billing jobs. We enter the labor through the JC Direct Costs table using category (L). The transaction date is the date worked, the accounting date being end of the work month. We are trying…
  • 2024 Federal WH Not Calculating Correctly

    It appears federal withholding is not calculating correctly. Withholding amounts on salaried employees have increased substantially from last Friday (2023 pay date) to today (2024 pay date). If anything, withholding amounts should have slightly decreased…
  • Sage 300 Paperless OCR

    We are looking into Paperless OCR and are having issues justifying the cost to the owner, can anyone share your experience with Paperless OCR? Thank you!
  • Payroll

    Can I reprint a PR check after posting?
  • DateTime.Activation error

    Im trying to archive work orders in service managment using the Archive Wizard under tools. Does anyone know what could be causing this error. All dates in work order are valid. Thanks for the help. Archive Work Orders 1/3/2024 8:59 AM Criteria summary…
  • Aatrix Update Error

    Hello - we upgraded to 23.2 last week and now I'm trying to update Aatrix and I'm receiving this error message: "There was a problem during update process. Error downloading file https://secureupdates.aatrix.com/aatrixreleases/STL032.0/STL032.0.35395…
  • Aatrix Update

    Trying to run the Aatrix Update that comes up with I try to go into Payroll/Federal e-file and Reporting and keep getting an error that various files are failing to update because the process is in use by another program. I don't have anything else open…
  • Quarterly Employee Count Report

    I have just run my Quarterly Payroll Reports. My Quarterly Employee Count Report is missing 4 employees. But these 4 missing employees have wages on the rest of the reports (Subject to Employer & Subject to Employee). The one thing in common with these…
  • System Verification Process Hangs on Step 25 of 26

    I have just upgraded our Sage CRE300 to version 23.2 and am having difficulty on one client installation where the System Verification tool hangs up on Step 25 of 26. Has anyone run into this - found a workaround for it? April Durant indus
  • Just released! Canada Payroll Tax updates for 2024

    Tax changes Sage makes every effort to deliver the tax updates to you as quickly as possible. The Canadian Payroll tax update for 2024 is now available. Read below for details. Important note: You must upgrade to version 23.2 to enable the additional…
  • 2024 Payroll Tax Update

    Has a date been determined for the 2024 Payroll tax updates for Sage 300 CRE?
  • Sales Lead in SM

    Does anyone use the Sales Lead feature in Service Management? I have set up Lead Types under Setup- Sales Lead. Now when I go to a work order, on the general tab, and use the drop down meanu for 'Sales Lead', nothing is listed. It says NONE. How can I…
  • Sage 23 Update 2 Version Question

    We ran this update (filename is 23.1.1.182_Update_2.exe) after successfully installing 23.1.1.72. However, when running the Desktop software or System Administrator, the version still shows as 23.1.1.72. We rebooted the server and also confirmed the patch…
  • Sage 300 CRE Data Dictionary PDF in Service Management?

    I have previously viewed this PDF and our organization is no longer able to locate it. Has anyone had any luck finding this pdf? I have been searching for the past 3 hours and I would appreciate any help I can get! Links are greatly appreciated.
  • Import Foundation Payroll to Sage 300 CRE

    How do I import payroll data from an outside 3rd party (Foundation) into Sage 300 CRE?