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Hi, I'm preparing for our annual inventory counts and having a valuation issue. When I run the Item Valuation report as of March 31st for a range of account sets and locations it gives me a total for each location. But when I generate the inventory…

I'm not sure if this will make sense, so please bare with me. I made a payment with our bank via ach to pay for a larger invoice. Is there a way to document this invoice in sage 300 and mark it as paid so that it reflects on the vendor profile? We don…

Has anyone else had an issue with tax calculations on non periodic payments since the installation of the January tax table update? We have a client, that had used these types of payments for retro pay for a number of years, and always added that non…

Hello there , i started reconciliation and even there is no withdrawal cleared but the totals screen shows clearing of $ 1000. where should i look to figure this out?

Our bank reconciliation is so slow - system takes forever to calculate. What data do we need to purge to make this process faster? Do we need to clear history?

One business we do payroll for participates in HOOPP (Healthcare of Ontario Pension Plan). Is there a way to set up a deduction code to automatically enter the appropriate contribution amounts each pay? Of note, HOOPP uses an "employee low" and "employee…

The NYS Paid Family Leave tax that was setup with this last update is not calculating properly. It does not factor in the cut off for the allowable weekly limit. The max allowable weekly earnings of $1,718.15..or $6.40 per week for a contribution in total…

Hello Everyone, I recently created a new year(2024) for a client's company, but the document date and posting date are 2024 instead them being DECEMBER 31, 2023. Now, I am not sure if it's an error or it's okay. My idea is to reverse the entry and repost…

Hi Could you kindly assist me with an issue I encountered in Sage300? How Can I reduce “Withdrawals Outstanding” amount on bank Reconcile Statement without affecting in GL accounts?

Client is on Sage 300 v2023, but now has many years of history. Using OE Periodic Processing > Clear History > Transaction History, 79 out of about 50,000 orders are left behind within the date range selected. All lines are marked as Complete, and the…

Hello, We have a repair department where we have lots of non-stock items. Is there a way in Sage300 to be able to keep track of those items? We don't want to consider them as inventory items. Thanks,

I have installed Sage 300 v2023.1 in a cloud server. Login using localhost/sage300 works fine. However, when I try to login using public domain name, the login screen appears but gives an error "Undefined" upon entering the user ID and password. Any suggestions…

Hi all, While importing AP Payment, I encounter this error "The bank code and bank currency combination does not match that of the batch". However, the batch is still imported with all (total = 3) of the entries. I do not understand what does…

Does anyone have a month-end procedure that they follow in Sage 300? Reconciling accounts payable to the balance sheet, etc? I'm looking for something to have everyone follow to ensure that everything is entered correctly.

I need help! Our small business received a digital grant of $2500 which was deposited in December 2022. We did not make any purchases from this grant until January 2023. My questions:: How do I input this grant into Sage? I know that I have to put…

Sage 2019 app n db on one server. SQL database in use. Users of AR module were complaining of batch posting being slow so a reboot was done. After reboot realized , Ar module completely disappeared. Steps taken: 1. Did a sage full repair yet AR…

Hi There, I am new in a company and Sage 300 premium. July is our period 1 for the new fiscal year 2024. There is no accountant in the company in July, hence nothing posted in GL in July. When I posted AP source entries from GL batch listing, this is…

Can you change the cost code of an invoice that has already been paid? Thanks.

Hello Sage 300 community! Yesterday a financial analyst accidentally deleted 15 years of FX rates (first and last of the month) in the Currency Rate table. We are trying to restore the information, but it seems like it may be a lengthy process. Does anyone…

HI, I have a closed phase in a project and I'd like to re-open it. Is that possible? Thanks

Hi Im getting the below error when i try to post back to the API using postman

How would I set up a group life insurance policy for which the employer pays 100% of the premiums but get coverage in excess of $50,000? I'm mostly concerned about tracking the tax to the employees. Do I need to set up two different benefits - one that…

How do I create a PO invoice via the RESTful API? There are only GET methods when trying to overcome this by creating an invoice using AP/APInvoiceBatches in the body of the request in the field "SourceApplication" I've given the value "PO" this isn…

vacation pay stopped accruing and being paid out for a large number of employees but not all

New year is already created but now need to close the previous fiscal year to retained earnings. How do I create the closing entry if the new year is already created?