Sage Construction & Real Estate

I am looking to Import several lines, with headers, and hoping someone has a template that is easy to follow. Not too sure what the Ps and Cs are for or what to enter. If you have an Excel template and/or detailed instructions, please let me know. Need…

If this is not possible what would the best way to accomplish this? I have the Certified Class description i want to assign to the Occupation field on the Master Employee Record, we would like them to match and currently they do not. Thanks V

Hey Sage experts, Can anyone provide an excel template or guidance in importing budget estimates into Sage from our excel job master. I’ve been able to create a working template for accounts payable which is great for credit cards and payroll. my…

We are in the process of moving to Arcoro HR and I have been building imports for this. Two of the imports concern pre/post 2020 employee tax info, and some of the data required is Year, Additional Withholding, Filling Status for that year, Exempt or…

We just purchased another company and they have approx. 200 vendors. is it possible to upload the vendor information?

Are there instructions some where that will take you step by step? We have been entering our payroll manually in a journal entry. Is there a template that we can use to upload the payroll journal entry?

We have 300-400 CC transactions to enter and are hoping to use this tool. Does any one use the feature "Import Invoices" under the AP-Tools? I need a solution to import our credit card transactions from our bank website. The bank can provide the output…

This would be from coming from our company to a vendor or a subcontractor.. One of our divisions issues Purchase Orders on QuickBooks and hands us a report on a weekly basis of their activities. Mainly Purchase Orders since it's a manufacturing company…

When creating a General Ledger inquiry, the Excel Export button is grayed out and I am unable to export the data. The "Alt X" function also does not work. Why would this be?

Where can I find the job cost upload file?

We enter monthly direct cost allocations to jobs and I am in need of a template. Does anyone have a import template?

Hi - I'm new to Sage 300 CRE -- I just imported a job estimate into Sage 300 and accidently named it job 21-005 when it should be job 21-001 -- the only thing I have posted so far is the estimate which has all of the costs by cost code. Is there an easy…

Looking for guidance how we can export our standard cost codes from one company and import into another?

We use a spreadsheet to import time into Payroll. What I'm wondering is if there is a way to also import a Fringe entry. Thank you in advance Guy

I have a new division that operates another software program for their inventory. I can export the checks issued in csv or txt file. Is there a was that I can take their completed check register and import that information into Sage CRE 300? I only see…

We just upgraded to Sage 20.1. When exporting inquiries to excel one of the changes allows the user to select the file location to save to before it opens up in excel instead of automatically saving to the Sage data file. Is there a way to adjust this…

How do you delete imported time? Or if you imported the time and there were rejections and then they get fixed. If you import the file again will it create double time entries?

I have been trying to find out what format I need to put my excel spreadsheet in. I need to import depreciation on our vehicles into the EQ module on a monthly basis. I can't seem to find the answer and I don't seem to have the add on that the videos…

Looking for a way to either extend description field OR enter text only line in between items. Has anyone done this in the past? Thanks in advance!

Hi- i'm looking to export the customer contacts from SM (name and email of both primary and alternate) to excel. any thoughts?

Good morning, can anyone refer me to a third party who can start a new instance for me in Sage? I'm in Englewood, Colorado. I'd like to move all the balances to the new instance without the back up and if I do need to look something up, I can do so in…

Our office is about to acquire several properties that have previously been managed by another Real Estate software package. Is there a decent way to import the data into Sage 300 CRE as opposed to manually entering everything?

I am in need of a purchase order import template. I have tried using the help section to create one with no luck. Our consultant doesn't have one and I cannot work backwards by exporting because I get the following error: Can someone please send me…

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

Just out of curiosity does anyone have older macros from 16 and before that has been brought over to 17 and was able to successfully use them with 18.2?