• AP ~ Payment Date in Enter Invoices

    What is the Payment Date used for? I want to make sure I am using this feature with the correct date. Thank you.
  • GL base accounts setup error

    While setting up the base accounts during 'generating' an error was made including some accounts tied to entities that should not have been. Is there a way to remove these accounts from those entities?
  • SAGE CRE 300 ACCOUNTS PAYABLE DEFAULT PAYMENT METHOD WHEN ENTERING INVOICES

    When I am entering invoices, I would like it to always be like this: I want the payment type to default always to electronic, for every vendor, but it is usually cheque. I think it would save a lot of headache and accidental entries being made as cheque…
  • Remove Misc Worksheet Entry

    Upon job set-up, the original contract value was accidently entered in the misc worksheet instead. We attempted to 0 it out, but this just caused a negative transaction on the misc worksheet. Is there a way to remove the misc worksheet entries for a job…
  • Accounts Receivable - Pending Invoices

    I am wondering if anyone has had pending invoices frozen in Accounts Receivable and how can you get them to post or clear them. We are not sure how they got there.
  • Invoices Remain Open as $0.00 Invoices After ACH Payment

    I pay our Home Depot invoices online a couple times a month in order to receive an early-payment discount. The invoices have been entered in Sage300 Accounts Payable, and I'll record the payment through "Record Manual/Print Quick Checks" and selecting…
  • Is there a way to reprocess payroll to correct local?

    I have a couple jobs that were set up with the wrong county/local. Is there a way to reprocess payroll without voiding checks to correct this? I have updated the job local table to reflect the correct county now. The time needing corrected is in the current…
  • Job specific WIP entry

    What is the best approach to enter job specific WIP entries? Should I create a WIP cost code?
  • Sage Field Operations Job Cost Code Error in Edit Time Entries

    When service techs submit their time through Sage Field Operations. It feeds over to Edit Time Entries in Service Management. We go to post the entries to payoll, but get the error that the job has an invalid job cost code. To get pass this we tabbed…
  • Transferring a credit balance

    How would I go about transferring a credit balance from one Vendor to another in Sage? We work with a Vendor that has a Concrete business and a lumber business and our records have each of these subdivisions as a vendor in Sage. Currently we have a…
  • PR issue

    One of my employees messed up year end date for a direct deposit file with year ending 02. I am trying to correct issue but it wont let me pull up this file anywhere since it has been posted. I tried change posted time, void checks, enter check, modify…
  • Missing Cost Centers in AP

    When selecting invoices to pay (on screen list) we have two new cost centers that aren't showing up. They are in the GL but can't see them in AP. Any ideas?
  • Posting to future periods

    Reading Help says you can post up to six months in advance but I seem to be ony at 3 months. Anything past that is not posting to GL. Thanks
  • EFT Partial Payments

    I enter a lot of EFT Payments via Tasks/Record Manual/Print Checks. But often times we need to make partial payments on invoices but the EFT Payments process won't allow it. If I enter the partial payment in the top Amount field, it won't let me Accept…
  • track Estimating time prior to it becoming a job

    How do Sage 300 users track Estimating time prior to it becoming a job and then allocate those costs when it becomes a job?
  • RE: Now available: Sage 300 CRE Version 22.2 Update 3

    The NEW.PRT files are still not being deleted after posting even if you are using named files.
  • Dental Insurance Refund

    Our insurance policies are not a cafeteria plan, so they are deducted after-tax. We have been given a credit for our dental policy due to COVID. We would like to pass this credit on to our employees but can only find a way to do it for pre-tax plans.…
  • Can anyone tell me the knowledgebase number for setting up and paying vendors via ACH in A/P?

    I am looking to begin processing some payments to vendors via ACH and am looking for the knowledgebase to describe how to set this up, how to get remittance information to send to the vendors and best way to handle.
  • Credit Card statments with job cost

    Hi Can I have someone reach out to me I have questions on how to enter credit cards transactions with job # and cost codes as well as GL #'s in AP without entering over 100 lines manually?
  • Generate Accrual Payroll Entries

    I've entered the timesheets into Sage for March 1-3, 2023 and when I went to accrue each day, only the first day showed any activity on it. I'm thinking wrong dates were entered or maybe accounting date, instead of period end date was chosen(I didn't…
  • Older Contract Jobs Missing in Contracts

    In the Contracts module: we just noticed our old Contracts, from 2018, are not showing when we pull up the new contract screen. Why would they not be showing all of a sudden? I did make sure the new contract screen shows active or standard. Do our old…
  • Outstanding posts

    If there are things hanging out there from previous years in GL, can you post them without altering the accounting for that year? I want them to go away, but don't want to create a problem.
  • Accounting Date more than one year in the future

    AP invoices were entered with an accounting date of 12/31/23 instead of 12/31/22. Posting in JC and GL are rejected.
  • Generate Direct Deposit - Error check found does not match bank - Bank appears to be set up correctly and the Options section was changed to match the bank information

    I am trying to create a test NACHA file for the new bank that we are going to. I have entered a check and followed the process to create it. When I Generate Direct Deposit, the background task status states "No information to print". On the Printouts…
  • Import into CM

    Is there a way to import transactions into Sage 300 CRE CM module? With the number of accounts and transactions we post manually it's quite cumbersome to go in and out of each bank account.