Sage Construction & Real Estate

We are having an issue with our auto populating the correct columns for only two of the columns - all the other columns auto populate correctly, from our PO's into our Invoicing. For example, in our PO we have Item No., Qty, Description, Unit Price, Unit…

The workflow around purchase orders and Canadian sales taxes is still not working as expected In invoices, the tax code override from the vendor works properly, and we can have the taxes calculate. In purchase orders, it reads the tax code and sets…

Is there a way to email subcontracts to the vendor for electronic signature?

I have a debate with production group who want to enter Phases in the 9-5 Takeoff under the "0 - None" Bid Item. CFO and I want the Phases to go into their respective (associated) Bid Items. What layman's explanation can I offer to help influence this…

We just started with the subscription version. How do I get the Simple Time Entry?

We are looking into the HH2 AP Workflow to replace Paperless as our AP Workflow software that pushes to Sage 100 Contractor. I think it has many benefits ... phone app/cloud based, data capture and vendor mapping, paid invoice status and payment details…

I am in the process of setting up the Sage 100 structure for jobs and scheduling. Most of our jobs require the use of SOVs and I am confused as to how this fits into the Sage structure. It appears that the scheduling is done at the task level within individual…

I am setting up an equipment rental company in Sage 100 Contractor and curious who else uses it for a rental company. What is the best way to track and invoice? Divisions, cost codes, etc. Thanks

When I create a purchase order, the "Ship To" information automatically fills from the job record. But sometimes we want items to be shipped to a different address or will-called. Is there a way to prevent "ship to" from auto-filling, so that users have…

Is there a process in Sage100 Contractor to input job invoices for tracking purposes but need to be marked approved (after a separate internal audit process)? Ideally invoices would not be valid in any reporting until approved.

After exporting subcontracts and purchase and setting to approved, is there a way to send all out at the same time?

Do any of you use the Cost Code option on Receivable Invoices (3-2)? What would it be used for? When I click the "Help" page for the 3-2 screen, it doesn't even mention the Cost Code option in "how to enter A/R invoices". Curious if it's something…

I've made a mess and I do not know how to fix it. In 3-7 Progress billing I opened a job and imported the proposal. The problem being since this is a new start-up I had to recreate the progress billing we had been using. The way our progress billing…

I notice purchase orders do not seem to tie to much. If I enter a scheduled date, it seems to do nothing. I use the scheduled date of a purchase order to get an idea when the invoice will arrive to forecast Cash flow. If I enter a Delivery date…

Is anybody using Sage 100 Contractor to track California Sales Tax? Currently we pay sales tax on all of our materials purchases. Some of our projects are lump-sum quoted projects (which means we have no sales tax liability). Other projects are marked…

I am new to the company and to this version of Sage. The "proof" is not zero in when running Balance Sheet. Is there something I need to modify? Was a new account set up and not added in the "set up"? I'm working to figure it out myself but wonder…

Sale 100 Contractor is the installed accounting software... may acquire commercial NNN leases where expenses are budgeted.. then audited at fiscal EOY. Has anyone used T&M Billing to share these expenses? Any other recommendations for using Sage 100 Contractor…

Hi Folks, I have a project that is split into two phases, BUT the contract is for one price (not broken into phases). I'd like to track my RFI's & submittals by phase; is there a way to create phases within the project that WON'T impact my budget etc…

Does allocating material to a job with status "Hold" create a job cost record or does it not until the status is "Shipped" Thank you

Hello, I am trying to find the best way to track shop labor. Its very difficult to get a straight answer. Here is the scenario: We have Sage 100 contractor We have Sage SSO We have an in-house shop and 2 mechanics and 100 pieces of equipment…

In our company we have clients that we will already be working for so they will have us add additional work to a contract we already have for them, but we don't give them a price until it's complete and we know how much it will cost us. So, we track it…

We recently began using Sage100c and have been tracking leads and jobs in the pipeline in excel. When a lead comes in we take note of its source to know what is working to bring them in as well as how many leads we have in a year. We were hoping to do…

What's the first step after setting up client and job? Proposal, Takeoff, Estimate? Which of these flows into which? It would be really useful to me to have a flow chart. I've searched, but can't find anything like this. The users' manual/help is worthless…

How can I change the status of a job? I.e. from Bid to Refused. Or Bid to Open?? The only option I can find is to change it to Closed or Complete (under Update in the menu) . My dropdown list for Job Status is greyed out once I create the job.

I feel like I'm missing something simple but is there no way to get 3-2 A/R Receivable Invoices to automatically prefill the invoice number? When we create an invoice we can enter all the info but it won't let us save the invoice until the invoice number…