Sage Construction & Real Estate

Hi Everyone, Since we updated Sage to v18.4, we also updated PrintBoss to v6.11.1 (latest). We are trying to email vendors by putting in an EFT run number. Crystal report has been designed to output this data. When we select to print EFT Payment…

I have been trying to find out what format I need to put my excel spreadsheet in. I need to import depreciation on our vehicles into the EQ module on a monthly basis. I can't seem to find the answer and I don't seem to have the add on that the videos…

Capsa Ventures, LLC (A small 15-person Real Estate company in Austin, Texas) is looking to immediately hire someone who is fluent in Sage 300 CRE for a contract position for 60-90 days. This position can be done remotely. If you are available for work…

I'm remoting in to our server to use Sage 300 CRE. I have a printer at home and I tried to install the printer on the server and redirect it so I can print checks. However Server 2008 OS is not compatible with my HP Printer. I'm told the server OS…

I need help on reprinting direct deposit paystubs. In sage 300CRE please

I am trying to print a report to show us what is left on a purchase order. I have been unsuccessful trying to find such a report. Is this function just not an option?

We are using Aatrix to process our W2s and I want to know if I need to update my software prior to doing this. We are currently running 17.1.8 and I've been reading about a lot of issues with version 18. I want to get W2s processed prior to closing the…

Is it possible to have the "Customer Viewable" Checkbox unchecked as a default?

How would I run a report to show how many total hours our employees have worked to date in 2019? Thanks in advance for the help.

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?

Working with a medium sized business, approximately 50 employees. 5-6 employees who work in various accounting modules. I am the IT director for this company and the question has come up for who should have full administrative rights within Sage. Currently…

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…

When I go to Property Management/Setup/Interest Rates, the dropdown for the Interest Value field only has one option, SD. Can I create additional Interest Values? Since we operate in different states, the interest rate we accrue is different for some…

Hello, There was a inquiry about this opened a while back under the name "Sage 300 17.1.0 Logon option greyed out" but no solution was given although the person in questions stated that it was resolved, but they never said what they did to resolve this…

We are in the very early stages of switching over from SCA to SFO for worker time capture (Assignment Time) I am wondering if there is a resourse anywhere for a work flow/procedure from intial time entry, through Supervisor Review and approval, to project…

Hi Everyone!! We just launched a new logo and I am trying to put it into our reports in Timberline. In order to do it, I go into the report designer > options> letterhead and change the link. HOWEVER, all of the logos that we tried either have a black…

I use version 18.2, the latest version as of 5/2/19. I am trying to automate some tasks and thought I would use MACROS. Well, I cannot find it any place and was wondering if anyone had a similar problem. I am a user that is both part of the Security Administrator…

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't…

Any information and documents regarding upgrade from Sage 300 CRE 17 to 18, plus upgrade MyAssistant. We have had issues with past installation of Sage CRE/MA version 16.1 to 17.1 and would like to hear from other users. We use a Terminal Server (RDS…

What is the best way to record the disposal of old office equipment?

Hello World! We are a mid-sized business and are using Sage 300 CRE 17.1 rev. 7. In the contracts module, how do I close out a contract when the contract is cancelled and we have already posted the necessary refunds to the contract? We're of course…

Units were updated but report doesn't show latest sq.ft. It shows the last square footage when it was occupied.

We placed an order with a vendor. The vendor asked us to pre-pay for the merchandise. So, an invoice was created for the quoted amount and paid. We then cancelled the order and asked for our money back. The vendor kept a portion as a cancellation fee…

I have states passing to Aatrix that we don't have have set up on any employee. How do I remove a state from my data file so that I can delete it in the Aatrix company setup?

I am upgrading from Sage 300 CRE 16.1 to 17.1 currently. It has been on the "PreInstallConfiguration - Removing Old Versions - Uninstalling old Estimating Installs" for the past 3 hours. From my task manager all tasks are still running. Just wondering…