Sage Construction & Real Estate

Received a pretty official e-mail from SageSolutionAdministratorNoReply, wanting me to login to a Microsoft Admin account regarding a Microsoft Azure subscription. I am always skeptical. Is this a real this Sage is sending out? Do I really have to do…

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…

I need to reconcile a bank account in a closed month. August is closed in General Ledger. I have started a bank reconciliation for September and am now needing to change the date of my reconciliation to August to close it. How can I do this?

On my Bank Rec Report, I have a few items under Outstanding Deposits and Withdrawls from years ago. They go back as far as 2002. My accountant is wondering if we can't clear those out somehow. Wondering how I might do this? I saw the article about making…

The Accounts Payable and Retainage Payable amounts shown on my Balance Sheet have an identical variance to what is shown for Net Unpaid Balance and Retainage Payable amounts shown on the Invoice Aging w/ Cut-off Date report. The total AP/Retainage amounts…

If a Sage 300CRE perpetual user converts to Sage 300CRE Subscription licensing. What happens to the access to the applications and the data if the user stops paying for the subscription and lets it lapse? Thanks in advance

Hi, We have cash accounts set up that haven't had balances in years on our GL and Cash Management. Can we rename and reuse these accounts? What is the best practice, please? Thanks, Cathé Young

Hello all, I just started here in late May, and I see that the Close current period hasn't been run since December 2021. When I run it now, will it just close one month at time? I ask because when I started to run it, there were two properties listed…

We are a property management company with 40+ companies. Some of our tenants require a copy of EACH invoice that they are being backcharged on for common area maintenance reconciliation. Our process currently is to make a copy of each paid invoice and…

Last month I purchased 1000 checks for my Accounts Payable through Deluxe and spent a considerable amount of money. Opened the new box to use, and trying to print accounts payable checks and unfortunately unable because there are duplicate checks from…

We received a note from the IRS noting we had a late 941 deposit. Can I make this payment thru Aatrix? Will the IRS know it isnt an additional deposit rather the penalty payment?

Hello, I have a few subscriptions that are charged to the credit card monthly and a few that come out via debit card, that require a manual check. Since the invoices always stay the same, is there a way to get these specific invoice to enter on their…

For the past 10+ years, we've used the same pay rate table in payroll, making changes to certified classes and wage rates as required. The table allows you to input job, certified class, certified?, pay rate, base rate. For reference: I currently…

Trying to delete a commitment that has just been entered. When I click 'Delete Commitment' the system just hangs up and I have to kill off the process. Is there a workaround?

I just used Change Period End Date to correct my accidentally entering the period end date incorrectly (May instead of June) on the Import Time screen, and was shocked to find that it also changed the Dates on all of my time records. Those dates were…

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…

San Francisco Full Charge, part time, Property Accountant position available. GL CM AP PM PR FSDs for SAGE 300 CRE. Beautiful, light filled office! Onsite position. Please contact for more detailed description or inquiries: Lynda Farmer, 415-279-9122…

We have been purchasing materials in advance of jobs and coding to inventory and paying. I am wondering how to move it out of inventory to the job after the month is closed that they were paid in? Is this something that can be done in job cost? or a journal…

I need to change the accounting date of a Cash Receipt Entry in Job Cost in order for my bank rec to balance. How do I do this? thank you!!!

Has anyone had an invoice get paid twice using AP Generate Electronic Payment? I paid an invoice February 28th. after that date, a change was made to the distributions the way Sage taught me. Reversed prior distribution entry completelety and entered…

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…

Good afternoon, Just wondering if there is a way to reversed a miscellaneous cash receipt not linked to a customer ID. I was trying to be clever : )

I have some taxable wages along with the SWH that got put to the wrong state, i do not have the option of voiding the direct deposits. how can i mvre the taxable wages and apply the SWH collected to the correct state?

An employee is on Long-term Disability where the Third Party pays the employer and employee taxes with the exception of SUTA and FUTA. They also issue a W-2 to the employee. I need to process their 3rd party sick pay through the system to pay the FUTA…

Firstly, We have 3 invoices 11113355, 11113356, 11113357. Invoice 11113357 was created to hold retainage for the previous two invoices after we received payment and realized retainage should have been held but was not originally. Therefore when…