• Project Management Custom Log report

    In PJ, our engineers use a custom log called Daily Job Progress Report Entry. Is there any way to get that information to print in a report with date conditions? There is the print button on the top right of entry grid, but the font is so small on the…

  • job cost report for several cost codes without duplication on the second one

    How do I select conditions so I can create a job cost report for several cost codes without duplication for the second one (or other errors).

  • We have a Job Cost History report that will list the Description(JC-Transaction) and the Invoice(JC-Transaction) but will not populate Ref1(JC-Transaction).

    We have a Job Cost History report that will list the Description(JC-Transaction) and the Invoice(JC-Transaction) but will not populate Ref1(JC-Transaction). Unless its on the Category desc line.

    The sort order is Process all Transactions in Job (JC -…

  • Job Cost Forms

    I'm trying to use a Report Designer report for Subcontract forms (Subcontract, Change Order) but when I select the form in Job Cost Settings it is rejected because it is not a Crystal Report. I understand that if Project Management is installed Crystal…

  • Max date formula for Report Designer

    AMAX does not work with Dates - I tested it.  I don't use RD much anymore - do mostly crystal.

    any help would be great.  or an example 

  • Paperless - Can you schedule a report and email

    We have a couple of Sage Paperless reports that would be useful to auto-generate weekly and email to some recipients (like MyAssistant does for Sage).The reports are "AP Unapproved Invoices Aging By Approver" and "AP Unapproved Invoices Listed By Reviewer…

  • Error when printing checks

    When printing checks for AP I get a message saying printed with errors .  I then find error code 11 does anyone know what that is ?

  • Pay Earnings Report prior years totals

    Good morning, I am looking for an "Employee Totals by Period" report for prior years.  This report provides "Prior Year" but I also need 2020.  I have gotten a few requests from employees financing companies requesting a breakdown of…

  • AP Vendor Payment Details by Job

    Is there a report in Sage 300 Construstion and Real Estate that we can run by Job to pull all payment information for a vendor?

    We are looking more detail such as check number or ach information....

  • Employee is showing up in multiple local tax groups

    A few of my employees are having literally ramdom other local tax groups added inter their setup.  For instance, I have 1 employee in his correct local tax group but also added into another.  1 employee is in his original correct group and actually added…

  • Crystal Report Formula for a Purchase Order (PO)

    Can someone recommend a person to help with a Crystal Report formula for a Purchase Order (PO)?

  • Payroll system - terminated employee

    We have quite a number of terminated employee's that still appear on reports, the term date and reason are both completed fields.  Some of these people we don't want to delete because they are seasonal. 

    Why would terminated employees still appear…

  • Rounding AIA Invoices in Billing

    Is there a setting that will round an invoice (specifically AIA invoices) to the whole dollar?  We have numerous GC's that are getting on our case about submitting invoices that aren't whole numbers.  It's because of retainage and at the end of…

  • Trying to make my quarterly City mill tax report preparation easier.

    I'm trying to make my quarterly City mill tax report preparation easier.  This requires providing subcontractor payment amounts for the particular calendar quartier.  Presently I'm using the AP  Payment Register by Job, selecting the jobs which are…

  • JC summary showing a difference in GL vs JC- how do I find out where the mistake is?

    Hello,

    I recently ran my JC summary reconciliation report and have a difference of $900 in my GL that is not showing up in my JC on the subcontractor line of the report.

    What reports do i run to narrow down where the mistake is at? Looks like it was coded…

  • Printer requirements in Sage 300 CRE

    What are the printer requirements to be able to print payroll checks with Sage 300 Construction and Real Estate?

  • Help with Purchasing & Crystal Reports

    I'm trying to print the Location of the Delivery on the PO.  (Not necessarily the job site). 

    For example: Order materials for Job X, but have the PO inform the Supplier to deliver the materials to our Shop.

    How it is set up now, it looks like the material…

  • Employee Profile Report

    Is anyone familiar with an Employee Profile Report?  Is this is a canned report or something that must be written?  Can anyone tell me what fields are included in this report besides the basic employee information? 

  • Payroll posting detail

    Our client posts their payroll in summary format so when I look at the detail in the general ledger the description says "Payroll Summary".  When I drill down on that line item it just takes me to the summary journal entry posting that particular…

  • Customer Data

    How do others perform customer analysis? Is there a 3rd party product?  we are looking at top customers by $, looking at repeat customers over a period of time, % of customers who spend above a certain dollar amount or lower than a certain dollar amount…

  • Payroll

    On one of our employee W-2 the local tax (box18) number is box 1 & 3 added together, how do i fix this?

  • Printing memo field from employee setup...

    I'm using Crystal Reports, i would like to print out the memo field from custom fields for any employees who have a memo entered?

    "PRM_MASTER__EMPLOYEE__CUSTOM_FIELDS" is the table

    and 

    "Employee_Custom_Flds_Nots: Memo" is the field…

  • ACA Coverage / ACA Compliance

    When we are processing our ACA Compliance filings for 1095C and we select the people that we should send out the 1095C for, we had 140 something people that didn't come over when we selected them to.  We learned that the only way for the forms to go…

  • 1099 amounts

    If I run the Payment Register report by Vendor in AP to see how much we paid in rent from 1/1/21 to 12/31/21 I get one amount.

    But when I run the 1099 preparation report with the same date range I get a far smaller amount.

    What determines the amount for…

  • How to have zeros on a report instead of blanks?

    I have a custom report that was made prior to me starting with the company that is a job cost report that shows the original estimate on it as well.  This report was made in report designer.  The owner would like it to have zeros instead of blanks in the…