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  • Customer viewable notes not appearing in purchase orders / Service Management

      About 4 days ago (11/17/22) , suddenly the customer viewable notes on our purchase orders stopped appearing. The "Customer Viewable" box is *definitely checked. Has anyone else experienced this or found the solution?

    Thanks

  • Withholding by in error

    I am an Ohio contractor with many city income taxes.

    We started a job which we thought was in a city.  After one month, and 2 payrolls with that city's withholding, we verified that the job site is in a township.  No city income tax.

    What process should…

  • Check Envelopes

    We use Sage checks for payroll and AP and we were told by Sage that the envelopes are on backorder and its unknown when they will get anymore. Does anyone have a compatible check envelope for Sage product RN DWE323.

    I’ve been to Amazon and Office Depot…

  • Issue a Check without Invoice attached

    I want to write a check to one of our other bank accounts.  How do I do this withou having to create an invoice to link it to?  If i go to AP/Tasks/Quick Check or Manual Check, I'm still required to choose an Invoice to attach it to. I just want to be able…

  • Revised Contract Amount not Posting

    Prior to closing a job, we go into Job Cost/Tasks/Enter Misc Worksheets/Contract Amount - and in Job Entry we put the percent complete to 100% and put in the either the same or a different Contract Value in the New Column. 

    One one particular job, the Revised…

  • Cash Management Entries to import into CM Module in Sage 300 CRE

    Our office manually keys in a number of transaction daily into the CM module. I was wondering if there is a way to import transactions directly to the cash management module. 

  • Cash Management Register's Posted & Reconciled, But General Ledger didn't catch transaction.

    I have Cash Management register (CM) matching the bank account. The General ledger (GL) didn't pick up this transaction. CM is reconciled.

    how would I add this to GL and keep everything balanced? last time this happened, I had to do a funky chicken…

  • Does anyone have a good method of handling invoices on hold in paperless?

    Does anyone have a good method of handling invoices on hold in paperless. We want to get them into AP in order to follow the matching principle and recognize revenue. Currently the Project Manger has to approve them and notify us that that they need to…

  • Payroll Employee Setup Window "Last Check Amount" is blank because it doesn't pull in Direct Deposit amounts

    Is there a way to fill the "Last Check Amount" in Employee Setup with Net Direct Deposit information instead of this field remaining blank (since they didnt get a "check")?  OR is there a way to add a field in the Emplyee Setup to show…

  • Payroll Deduction Frequency

    Our company has office personnel on a semi-monthly pay cycle, and field employees on a weekly pay cycle.  In both cases, the employee's benefit deductions only come out of the last check of each month. 

    Is there a way to tell Sage in the employee setup…

  • 1099 amounts

    If I run the Payment Register report by Vendor in AP to see how much we paid in rent from 1/1/21 to 12/31/21 I get one amount.

    But when I run the 1099 preparation report with the same date range I get a far smaller amount.

    What determines the amount for…

  • New pop up message in Payroll :"Verify NACHA file accepted"

    We just did the update to 20.5.1 and now there is a pop up message when I go to generate direct deposits.

    This is not necessary and does slightly disrupt the work process. But if I work from home and this pops up on a different screen, I will not see…

  • Timberscan Capture vs. Sage Paperless Construction OCR

    We have been using Sage Paperless for the past 5 years and it has done everything we needed it to so far. It cut down our initial AP process from 22 working days start to finish to about 10. However, we have transitioned to 1 person in accounting vs. 3…

  • Sage TL Licenses Renewal

    Dear Team ,

    Can we renew our Sage licenses directly through Sage customer portal without using a reseller ?. We are located in Bahrain and we wish to renew licenses directly from Sage . Would there be any problem in renewing directly ? In future if support…

  • How to apply cash on account to accounts payable invoice

    We have a separate GL set up for cash on account (it's not related to any specific customer, it's just a generic GL) that our cash applications people put funds to when they can't find an invoice to apply it to. If an invoice exists (but they…

  • Sage 300 CRE JDBC connection via Pervasive

    I am trying to connect to Sage 300 CRE via JDBC.

    I understand that Sage is built on pervasive and I am able to connect to the default pervasive database called demodata and read tables.

    i am looking for guide to read Sage specific tables using this pervasive…

  • Incorrect Income percentages

    I am new to Sage 300 and new to my role as Comptroller for my employer.  I was surprised to find our Income Statement total income percentage for the month and YTD do not equal 100%.  For example, for May, the total income % is 103.53%.  For YTD, the income…

  • export import cost codes

    Looking for guidance how we can export our standard cost codes from one company and import into another?

  • last name change

    Hello Everyone,

    We have an employee who has changed their last name. Do I have to create a new employee? If so what will happen to his long term previous records.

    Can I just change his last name? everything else for him is the same?

    Kindly let me know…

  • PTO shown on paystubs

    I would like to edit our current paystub to include available PTO hours, is there a way to make that happen?

    Thank you!

  • Cheque printer changed

    Dear team,

     We are recently change the printer for cheques to a latest printer .

    We were using HP Laserjet P1102 and we purchased a new Laerjet 107 W .

    But when we print the cheque , each time i have to edit the report according to values in the cheque…

  • Does Sage 300 CRE provides any web api to receive the data from external system

    Hi Folks,

    Does Sage300 provides any web api to receive the data from external system. If yes, please provide API documentation.

    Thanks.

  • AP - Recurring

    We are new to Sage and yesterday I tried my hand at putting in quite a number of recurring invoices.  This did not work out so well due to various payment dates setup in the vendor masters, which I corrected.  Now I have a bunch showing as being due.

  • Payments by Vendor/Contractor

    I need to run a report that shows how much we paid to various vendors, that lists amounts paid and dates.  Anyone know of a report out there like that?  I can't seem to find one.  I would think it woudl be a standard report? 

    Thanks in advance!

  • Entering Job Cost Estimates

    When entering a JC estimate, I can't save and close out of the transaction.  I have to Alt-Ctrl-Delete to end task, then estimate is not in JC.  I can't find anything in the Version 20.3 release notes or knowledge base.