Sage Construction & Real Estate

I have always used the AR account for Open Credit Clearing in Property Mananagement. Now, I see a reason to use a separate account #. Has anyone had repercussions with that?

What process do you use for lien waivers when you are issuing an ACH payment? Will the system email the lien waiver also? We hold checks until the signed lien waiver comes back but are switching over to ACH and was wondering what other companies do

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?

Hello, The A/P department has informed me the remittances for electronic payments have not been sent in a couple of weeks (there's a task to run each week for it). So far, I've tried/found the following: 1. verified that the sending email address…

Regarding CA Pay Date Reporting 2021. Is anyone else having a problem with the pay data file that is generated in Sage being accepted in the CA portal? I have uploaded the file 4 times, and I get the same error message that data is missing. However, the…

I need to close the Job Cost month. I will make sure the JC totals are in balance and compare to my WIP in the GL. Is there anything else I should check before closing the month in the Job Cost module? Also, can I make adjustments after the month is closed…

I need to close the fiscal year of 2021, TB is balanced, chart of accounts all right, I can't figure out why the earning is not showing on the earnings distribution table?

We have a contract that seems to be set up properly, but the contract amounts are not showing up in the WIP or job cost inquiries. All items in the contract are approved and linked to a job. The job is set up for 'use contracts'. I found one difference…

After performing the upgrade, and processing direct deposits, I get a message "Verify that your Bank has accepted your NACHA file prior to posting your payroll checks". Anyone else? Why would I get this now?

I am trying to close year end and it is saying 'PR Master File in use' and i am the only one in the program?

When will the 2021 Year End Procedure Guide be available and what version are we required to be on?

I have one invoice with two jobs. Two checks printed, one for both jobs and another for the bulk of one of the jobs. This is a vendor we pay all of the time and nothing has changed on their vendor setup as far as I can tell.

Accidently ran the Generate Rent Roll in PM with out selecting the properties I wanted it to run for. So now its going to run years worth of charges on properties we do not own or manage anymore. In the mean time I have temporarily stopped the update…

How can we create an accrual entry in general ledger?

How does everyone enter beginning PTO balances when they are front loaded? We currently enter everything in as a manual check at the beginning of the year. I saw a knowledgebase article about setting up an annual pay id - do you then just run a payroll…

Im wondering if anybody knows the logic for setting up Sick, Holiday, & Vacation as "Other" Pay Type instead of Regular Time since those hours are actually part of the normal 2,080-hours per year (40 hours x 52 weeks). A couple reasons im bringging…

We are a USA based company with expereince in the 48 states, and have been running our own internal payroll for the past 35 years. We have now begun operations in Puerto Rico andnot knowing what we dont know, we hired ADP to help start up our payroll…

We have entered into an agreement with Capital One Bank whereby they pay some of our AP invoices with one time use credit card numbers. This is something different than my understanding of the existing credit card management in AP. It is different in…

Does anyone have this set up in their payroll yet? We just had employees off for the afternoon for a Covid test.

We are moving our real estate management company into Sage 300 and I want to know if I can set up scheduled reoccuring billing that I can run a process and generate invoices each month.

Hi, I am wondering what happens if I have an open unposted payroll for 1/01/2021 and then process payroll for 1/08/2021. Will everything calculate corrfectly? Thank you, Sarah

No one has been closing each period in PM, so it's open back to 2016 but GL is current. How do I fix this so I can close PM? We are not able to enter invoices effective 1/1/2021. Thank you.

Is the 2020 Year-End Procedures and Government Forms Guide available yet? Trying to get things printed so we can go through them all

I have struggled with this FOREVER. Senerio - For weeks where there is a holiday, we pay "salary" on 4 days and "holiday" for 1 day. This allows us to put the monies to different GL accounts. We also import hours into PR so there isn't a single line…

What is the oldest version of Sage 300 CRE you can have to run year end processes correctly including W2's?