Sage Construction & Real Estate

We have some issues with Sage 300 CRE v22.2 where the client workstations won't connect to the company folders unless we change the Actian service logon user to a domain controller. We receive an IO error status code 94. I've read over some of the documentation…

I am wondering if anyone has had luck getting a 80 byte format for direct deposit from Sage 300 CRE. Is there a report that has been created that Canadian business can use?

Can we create a SOC 1 Type II report in which service auditors test the internal controls over Sage reporting?

Does anyone know of or have a report that shows the Actaul Start Date of a job? I can't seem to find one. Can only find reports that list if the job is In Progress or Closed, or the Closed date. TIA! Annie

I am looking for an app that allows the tenants to log in to their account to pay their rental due like we log in our credit card to see all the activities.

I will once again vocalize my HATRED for these required end of the year upgrades....as if there isn't enough Government reporting etc going on in December, lets go ahead and add a mandatory upgrade of major versions to the task list. Back on track…

Hi all, A couple of clients were interested in making use of Sage 300 CRE, but were hesitant to switch to this software due to lack of documentation on any web API or similar. From reviewing the product documents available on the customer portal, I gathered…

About 4 days ago (11/17/22) , suddenly the customer viewable notes on our purchase orders stopped appearing. The "Customer Viewable" box is *definitely checked. Has anyone else experienced this or found the solution? Thanks

I am an Ohio contractor with many city income taxes. We started a job which we thought was in a city. After one month, and 2 payrolls with that city's withholding, we verified that the job site is in a township. No city income tax. What process should…

We use Sage checks for payroll and AP and we were told by Sage that the envelopes are on backorder and its unknown when they will get anymore. Does anyone have a compatible check envelope for Sage product RN DWE323. I’ve been to Amazon and Office Depot…

I want to write a check to one of our other bank accounts. How do I do this withou having to create an invoice to link it to? If i go to AP/Tasks/Quick Check or Manual Check, I'm still required to choose an Invoice to attach it to. I just want to be able…

Prior to closing a job, we go into Job Cost/Tasks/Enter Misc Worksheets/Contract Amount - and in Job Entry we put the percent complete to 100% and put in the either the same or a different Contract Value in the New Column. One one particular job, the…

Our office manually keys in a number of transaction daily into the CM module. I was wondering if there is a way to import transactions directly to the cash management module.

I have Cash Management register (CM) matching the bank account. The General ledger (GL) didn't pick up this transaction. CM is reconciled. how would I add this to GL and keep everything balanced? last time this happened, I had to do a funky chicken…

Does anyone have a good method of handling invoices on hold in paperless. We want to get them into AP in order to follow the matching principle and recognize revenue. Currently the Project Manger has to approve them and notify us that that they need to…

Is there a way to fill the "Last Check Amount" in Employee Setup with Net Direct Deposit information instead of this field remaining blank (since they didnt get a "check")? OR is there a way to add a field in the Emplyee Setup to show the last DD Amount…

Our company has office personnel on a semi-monthly pay cycle, and field employees on a weekly pay cycle. In both cases, the employee's benefit deductions only come out of the last check of each month. Is there a way to tell Sage in the employee setup…

If I run the Payment Register report by Vendor in AP to see how much we paid in rent from 1/1/21 to 12/31/21 I get one amount. But when I run the 1099 preparation report with the same date range I get a far smaller amount. What determines the amount…

We just did the update to 20.5.1 and now there is a pop up message when I go to generate direct deposits. This is not necessary and does slightly disrupt the work process. But if I work from home and this pops up on a different screen, I will not…

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.…

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…

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 had difficulty…

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…

I am new to Sage 300 and new to my role as Comptroller for my employer. I was surprised to find our Income Statement total income percentage for the month and YTD do not equal 100%. For example, for May, the total income % is 103.53%. For YTD, the income…

Looking for guidance how we can export our standard cost codes from one company and import into another?