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  • 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…

  • 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!

  • Setting up HSA as a Direct Deposit

    Is Article ID 26573  in the knowledge base still applicable to set up HSA for direct deposit? Also, can I copy and paste the formula as shown in the article when I create the formula?

  • Sage 300 CRE - Lack of Any Real Updates or Enhancements

    We have been a long-time user of Sage 300 CRE (10+ years).  The upgrade and product enhancement process has always been poor, and it seems to have gotten progressively worse in the past few years.  I'd go as far as to say it's egregious - users pay thousands…

  • Limit access to GL accounts in SAGE 300 CRE for specific users?

    Hi Everyone

    Is there a way to limit the GL accounts that a user can access and interrogate in SAGE 300CRE - similar to SAGE 300C >>> GL Security?

    Thanks

    Jaco 

  • Job Income

    We wrote a check to our client to return their share of cost savings on the completed project.  How do we decrease the income on the job to reflect this? I charged the check to a misc GL  account until I could figure how to this this correctly.

  • Payroll FWH Calculation Verification

    I’m processing my first new employee under the 2020 W-4 form, and I cannot reconcile using the IRS tables to verify Sage’s calculation. Anyone see where I am going wrong?

    Single, $2000 for dependent, $860 taxable this week, state is NH (no…

  • YTD Job costs

    Hello~

    I need to break out the YTD jobs costs by L,M,E,S,O, but I can only do this with JTD costs.  I'm a newbie and not yet familiar with all the reports.

    Thank you, Katherine

  • Job Cost

    Does anyone know why the jobs I set up in Job Cost doesn't show up in the range selection. For instance, I'm trying to run a Labor Hours report and the jobs I set up recently aren't showing up int he ranges. Help! please and thank you!

  • Scheduled Backup using System Administrator

    Manually performing a company backup works fine but the scheduled backup does not backup the CompanyData folder. Is this a permissions issue as the scheduled backup is running the scheduled task as SYSTEM?

  • Setting up Multiple AR Customers to One Job

    I am trying to setup a job that will have two different customers.  For the purposes of the job level P&L--I need receivables from both customers to go to the same job revenue account.  I don't seem to be able to do that in job setup, which seems to…

  • Payroll Year End...HELP!!

    I am in desperate need of a professional/friends help. I'm the new Controller since September of this year. I've closed the year before I can audit/reconcile any errors so I can process the payroll so everyone can get paid on time. I did a test run for…

  • Profit and Loss

    Is there a way or method I can run a Profit and Loss for a specific time period - for example, 7/1/2018 through 6/30/2019?

  • Equipment Repair Jobs For tracking all equipment costs

    I am attempting to created equipment repair jobs to track all shop personal activities.  We use HCSS Heavy Job for time keeping in the field and we are looking at having our mechanics use it. 

    Does anyone have  a good template for equipment repair labor…

  • Importing and Exporting Purchase Orders in PO Module

    I am in need of a purchase order import template. I have tried using the help section to create one with no luck. Our consultant doesn't have one and I cannot work backwards by exporting because I get the following error: 

    Export Error Message

    Can someone please send…

  • Integration With Prolog/Changes in End User with update from 17 to 18.

    Would like to know if there are going to be changes to the Importing of Flatfile. We currently use this to integrate Job Costs with Sage 300 CRE and Prolog. 

    Also, What are the impacts/look changes for the EndUser with this update from 17 to 18? 

  • Update to 18.2 and Macro's

    Just out of curiosity does anyone have older macros from 16 and before that has been brought over to 17 and was able to successfully use them with 18.2?

  • PO archive and upgrade?

    Has anyone had experience with archiving the PO module?   According to KB articles, moving POs and COs to history is the first step in improving performance in the PO module.  Clean out all those old records.   I have done this in a test environment and can…

  • Contract allowances

    Good afternoon,

    Seeing if anyone has found a good way to account for contract allowances.  If a contract has a built in allowance it's noted in the original contract, but trying to fid the best way to track and bill against that allowance.  I haven'…

  • When I try to run a Totals by Batch report in GL, it freezes up every time.

    My TB is out of balance by $.72. When I try to run a Totals by Bath report in GL, it freezes up every time before it even gets to the report screen. Has anyone had this issue, and how do we fix it?