Sage Construction & Real Estate

Does anyone know how to create a lien waiver in an easy, step by step way? I have a lot of knowledge based articles and have spoken with Sage reps but have never been able to get a clear, concise, simple way of doing this. Thank you!

I am looking to get my AP cleaned up for the end of the year. I have a number of invoices that have a net balance of +/- $0.01. My initial thought was to simply go in and Tasks--> Change Invoice and then bump the invoice total accordingly. However, I…

Does anyone have any experience importing labor costs from Paychex Flex to Sage 300CRE? Wondering if there is an import template available?

Hello, Please advise how to correct entries: 1. We received a credit note from a supplier and entered in AP as a "-" 2. When the cheque was received with refund it was entered in AP with all JC information (incorrectly) 3. Deposit was entered…

When I go in AP to set invoices up for payment ... AP - Tasks - Select Invoices to Pay - On Screen List. Is there a way to show subtotals for each of the vendors / suppliers I am paying? I do see that I can go in and view the total (by going into…

Any users out there importing approved Subcontractor AP Invoices from ProCore? Here is a link to a video showing how it works. www.youtube.com/watch 1)Procore provides the ability for the Project Mgr to review and approve a Subcontractor's application…

I have an invoice I'm trying to enter into AP, the Gross invoice is $150, the total of all the retention amounts is actually a negative -$10 resulting in a net due of $160. TL won't let you enter an invoice with a positive gross and a negative retention…

Why would my amount paid not match my amount invoiced on a committment report when I went back and changed the invoice to be linked to the proper commitment?

Does anyone know of a way to modify the AP Invoice Aging with Cut-off Report so that it summarizes by vendor (does not show the individual invoice detail)? I tried a few different ways and failed.

For the majority of this year we used Credit Card Management without have the Credit Cards Payable account set. Because of this, our AP totals in General Ledger are higher by the amount of the CCP transactions. What is my best bet to correct this mishap…

Hello, I'm looking at processing AP invoices in PO module and the issue I have is around GST. We are in Canada fyi. We don't include GST on PO as tax and add GST line while entering invoice in AP module. But PO module won't allow entering any new…

After successfully upgrading sage 300 to 17.1 on a server, I go through the process of updating the company files from 15.1 without any issues. I can open all files except the main file and I get an error saying that " upgrade cannot continue due to consistency…

Does anyone have a way to setup vendor compliance items by vendor type - so when I enter in a vendor by type it will pre-fill as needed. Any thoughts?

I have a couple of AP vendors that have multiple accounts(power, phone, internet). Is there a way set up each account under the same vendor so that it can auto fill the distributions?

Hello Everybody, Does anybody know what I can do to fix this issue or possibly explain how Sage 300 CRE Accounts Payable Tax Liability is calculate? The scenario below seems to be happening with all of the invoices we enter. Accounts Payable Tax…

I am needing a vendor summary report showing me all the vendors paid for 2016 and their totals. I am aware of the 1099 reports but I need all vendors not just 1099 vendors.

We occasionally use handwritten blank checks (e.g. for permits where you don't know the amount until you're in the permit office) and I'm looking for best practices, info on how others keep track of blank checks, and if there are pros / cons to our current…

What is the best practice for tracking AP - Minority vendors? We have a number of government contracts that are requiring this information and I don't see a way to track. For example, on a specific project, how much was paid to each vendor with a minority…

I have several open invoices from prior years that are also related to jobs that are now closed. How do I delete or void these so that they no longer show on my open invoice register? I cannot enter a credit memo to zero them out because the job is closed…

Has anyone in Canada managed to successfully set up EFT payments through AP to Bank of Montreal? We're having a difficult time and are looking for tips and tricks!

I have a series of checks that Sage voided out during a computer shutdown while I was printing checks. None of the check actually printed. Is there a way to undo voided checks that were never printed on, so that I can use the blank checks? I see on Sage…

We have changed the AP invoice aging w/cut off to show the job number. It worked great except that it has a huge number of lines that have no dollar amount. These lines just show the vendor number and name as well as the job number and name. Can someone…

Does anyone have an AP report that ages unpaid invoices by vendor by job?

Hi, We are currently looking into Timberscan and wondering if anyone who is using it could give us the pros and cons. Would you go back and install it again if you could? Thanks, Amanda

Is there anyone who can tell me the order of modules used for entering beginning balances? I know that this is something that my consultant or business partner should help me with, but they will not respond to any of my emails. I need to get an existing…