• AIA G702-1992

    The AIA draw form currently we use in Sage is fine as we are a contractor. However we are now a GC in many projects and I need the AIA G702 - 1992 with the Architect approval section. It's a totally different form. Is there a way to get that form into…
  • Phantom Previously Billed Amount Showing Up in Contract-Based Invoices

    Has anybody encountered a scenario where the have phantom amounts show up in the Previously Billed Column of a Contract-Based invoice? As you can see below in the screenshot from the billing generation, there wasn't any previously billed amounts, we billed…
  • My contract did not update when I added the change order

    My contract is 346,833.00 my change order is for 23,000.00 when i added my change order it never updated. In fact the "revised contract says 23,000.00
  • When I bill on my AIA form and print my numbers are NOT transferring down. Still showing up on the balance to finish.

    I was on the phone with sage for an hour and half....IF anyone has an idea let me know. 20210219154500546.pdf .
  • Adding sales tax to a T&M invoice

    We use cost-based billing, primarily. We have JC, PJ, CN, AR, and BL. Each month we produce cost-based invoices from BL. Once in a blue moon, our work is not considered a capital improvement and we have to add state sales tax to the invoice. For these…
  • Storing Owner Lien Waiver Data

    I am trying to create a way to store the lien waiver data for each billing to the owner. so each time the owner is billed the client provides specific lien waivers - they want to log what was sent will billing. any ideas?
  • A/R Billings Not Balanced with JC Billings

    I entered an invoice into A/R for a customer for a job that has no cost on it. When I try to balance my Customer billings G/L with the Profit Report "Billed to Date" it isn't balancing. I'm not sure what the correct way was to post this invoice...
  • Can I have multiple job numbers on the same invoice?

    Can I have multiple job numbers on the same invoice?
  • I have a change order in Project Management that is showing up in Billing with a different total.

    Change Order is for $250K, shows up under Billing - Contract Based Invoices - as $333K.
  • Cost Based invoice

    How do I invoice a contract that is time & material by line item - each line item will be linked to an extra and need each line to show the labor detail by cert. class detail.
  • Revenue by State, County and City

    Do you know how to link a Sage 300 CRE report with a Microsoft Access table that indexes states and cities to counties? I have a need to print revenue by State, County and City. Because I can’t find where Sage 300 CRE has a table that indexes states and…
  • RE: Changing overhead rate

    Thanks for clarifying smithsl2 ! Most likely your Overhead Allocation rates are stored on one of the rate tables in Billings. Look under Setup , Rate Tables or Setup , Markup Tables in Billings. There is usually a default "Overhead" option in the Rate…