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  • 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.

  • 401K/Roth Fringe Match Combined

    I'm curious if anyone has a situation similar to what we have with our 401K/Roth Matching and how they went about creating the formula.  I've looked at several KBs on the Sage website and none will seem to match what we are doing or don't appear that…

  • 941 Report Fractions of Cents

    Just went to do our 941 and we did not make a final tax payment for the quarter to account for COVID payments. My fractions of cents is over $700 - why? The final overpayment on the form is correct because we are still owed money, but I get an error message…

  • GL transaction file in use error at login

    We have a frustrating situation where, if someone prints a GL report to screen and leaves it open, another user cannot login to the GL application.  They receive an error message, "GL transaction file in use."  If the user in the system closes…

  • 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…

  • Tracking for PPP loan disbursements

    We have received our PPP loan money.  We are going to begin to pay employees this week.  I am considering creating a new job to track all costs including payroll, fringe, health, retirement and other costs.   Is this the best way to track these costs or is…

  • YTD Job costs


    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

  • Archiving Employees - Employee # already exists in archive file.

    I want to move my past/terminated employees over to the archive folder, however there is already an archived employee with the same number of one I am looking to move. Any thoughts on what will happen, or what I can to to keep the records for both individuals…

  • 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…

  • error message in Contracts when linking cost codes

    When linking cost codes in Contracts the error message that the cost code already exists pops up, however we are using an Extra. We have done this a million times with extras, I'm not sure why this is now happening.

  • Payroll State Tax withholding needs to be rounded

    Colorado rounds the state withholding tax.  Does anyone know how I get payroll to round for the State withholding?

  • Payroll Direct Deposits with Chase Bank

    Does anyone process Payroll direct deposits with Chase bank? It looks like they have some unique requirements. If you were able to get this to work, can you share your set up? Here is a link to their specifications:…

  • 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?

  • New Chart of Accounts for Existing Company


    I have an existing company and chart of accounts but with our business expanding we have  a need to add more segments to our set up and therefore would need a new chart of accounts. What is the best way to set up a new company, new chart of accounts…

  • Deferred Compensation

    I am new with the company, and not as familiar with SAGE 300. Has anyone set up a Non-Qualified deferred compensation plan? I am trying to work with Sage support, but so far two people i've talked with don't even know what a deferred compensation plan…

  • 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…

  • Clearing Rejected Entries on GL Post Entries Report

    I am the new CFO with my company and new to Sage 300 CRE.  I am working on cleaning up a few things and I came across an area where I need some help.

    On the GL Post Entries Report there are four separate entries that were made in the Billing module that…

  • I have forgotten the admin user name and password

    I have not used the desktop version of our software as we have been using Insynq cloud hosting for the past 2 years. We have decided to go back to using the software installed on our desktop and have forgotten the admin user name and password.  How can…

  • Only some job numbers showing on "JC Receivables Aging by Draw as of Accounting Date" report

    When I run the "JC Receivables Aging by Draw as of Accounting Date" report, I can see all of the outstanding draws by job. However, some job numbers/descriptions show up and some don't. It's a standard report, but I've tried to customize it many…

  • Transmittal with Submittals and Submittal Attachments

    I am trying to streamline our process for creating submittal packages. Currently we create all of the submittals then create a transmittal and add the submittal items (including their attachments.) Whether I "Send" or "Print" only the Transmittal and…

  • 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…

  • Sage Paperless-Invoices On Hold

    I can't find a report or a notification set up for Invoices marked as On Hold in Paperless. We had a problem with an invoice being approved while still marked as on hold and it never got exported.

    Where do I find just the invoices that are On-Hold…