• Job Creation Date?

    I am wondering if there is a way to tell when a job was created in JC? We have a large list of jobs, and with no other qualifing data, I am trying to find out when certain jobs were created in the system. This will help determine if I need to offically…
  • Unable to type in Windows Search or Sticky Notes on Windows 10 machines after upgrade to 18.4

    We recently upgraded from Sage 300 CRE version 18.1 to 18.4. After the upgrade, we noticed that our Windows 10 machines no longer allowed us to type in the Windows Search bar (or clicking start and typing), or in Sticky Notes. We did some testing and…
  • Sage 300 CRE Logon option grayed out

    Hello, There was a inquiry about this opened a while back under the name "Sage 300 17.1.0 Logon option greyed out" but no solution was given although the person in questions stated that it was resolved, but they never said what they did to resolve this…
  • Contract allowances

    Good afternoon, Seeing if anyone has found a good way to account for contract allowances. If a contract has a built in allowance it's noted in the original contract, but trying to fid the best way to track and bill against that allowance. I haven't…
  • Audit Trail for Changing Job from In Progress to Closed

    FormerMember
    FormerMember
    I am using Sage 300 CRE. I have a few employees that are capable of changing a job from In Progress to Closed. No one fesses up when a job is mysteriously closed when it should not have been. It is becoming a hassle to change jobs back to In Progress…
  • MyAssistant Distribution using PJ Job Setup Site / Contacts

    I am attempting to customize e-mail delivery of project specific information to an entire project team, Project Executive, Project Manager, and Superintendent. We currently have a mix of different personnel that could be combined in the above groups,…
  • workstations hang on "configuring database" after being upgraded to 14.1 but only on purchasing module

    well the subject line kind of tells it all. We went to 14.1 and two workstations can't open purchasing - just says configuring database and then just sits there. tried full uninstall / reinstall on both. users work fine on other workstations. any…
  • A/P Deleting open invoices

    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…
  • Windows 10 compatibility with Sage 300 Construction and Real Estate and Sage Estimating.

    You may have heard the buzz recently around Windows 10, or may have already noticed the icon to reserve your copy on the task bar of your current operating system. Microsoft has announced that beginning July 29 th they will offer a free upgrade to Windows…
  • AP Vendor address (Vendor factoring)

    We have as vendor who has factored their Accounts Receivable with a third party. I'm looking for best practices on how others handle the same situation since Sage 300 CRE does not have a remit to address that allows for vendor record to remain intact…
  • Missing WIP Records from Payroll

    We have a couple of jobs where all of the WIP records are not coming through to billing from payroll. It's not the complete job where the data isn't flowing through, but a particular cost code. The cost code flows through for other jobs. I have verified…
  • Check format for New Company

    We're looking to set up a new company. We already have checks we customized for our current company and we were wondering if checks would default to our already customized checks or if they would default to the check format we had before we customized…
  • Update pervasive directly?

    Hi - Can I update Pervasive outside of Sage? Or is there another Sage approved critical update to pervasive? I can't find that KB article on the knowledgebase anymore KB1310 i think it was. Or where would I go look for an update to pervasive? I am running…
  • RE: Subcontractor Compliance

    You are right. Accounts Payable will not be able to invoice the commitment until you have checked the “Revise Commitment” check box and updated the Job Cost commitment record. There is not an automated warning or error message to stop payment of an…
  • RE: Property Management Contracts

    Jess, If I understand your issue correctly, I do not think the revenue applications (CN, AR, BL) would be helpful in your situation. You may be able to utilize Commitments within Sage 300 Construction and Real Estate accessed through Job Cost or Project…
  • Property Management Contracts

    We are a property management company, manging about 1500 units in 18 RM properties and 4 commercial buildings in PM. We need a little help managing our contracts. For example, we signed a contract for roofing work for a property with several buildings…
  • Page Count on Print Preview No Longer Available in 13.1

    In prior versions of Sage Construction & Real Estate whenever we did a print preview of a report it would give us a total page count so you knew as a user whether you wanted to printout that report or look at it electronically because it was 25 pages…
  • Financial Statement Designer

    I am trying to edit a format so that I can show Labor Costs as a % of Total Revenues (under each column/month header). I am new to SAGE CRE and I do not know how to go about editing the final formula. Any assistance would be greatly appreciated. Regards…
  • Sage CRE My Assistant, Multiple Conditions with a Crystal Report

    I just began using My Assistant and it looks incredible. I am trying to set up a task that runs and emails a job costing Crystal Report. However, I want multiple conditions set. I've set them up in My Assistant and the test works exactly how it…