• Charge Order Report - Approved CO's by Month

    I am looking to generate a report that shows all change requests that have been approved for the current month. Is this possible? 

    Thanks in advance! 


  • Reprint Invoices in AR and AP

    I should know the answer to this... 

    How do you reprint an AR or AP Invoice?



  • Convert Crystal report from CRS to RPT for use in MyAssiatant

    Has anyone every converted a CRS billing design to RPT to be used in MyAssistant? 

  • I need to run a report that shows the direct payroll amounts for the year, how do I do this?

    I need to run a report that shows the direct payroll amounts for the year, how do I do this?

  • W-2 reporting requirement for paid leave under FFCRA in Box 14?

    The paid leave provided to employees under the FFCRA - W-2 reporting now states you must break out the amount paid to employees for 1st Q 21 and then 2nd &3rd Q 21 with a long statement.   Will Sage have that built into the Box 14 formats in the year…

  • Terminated Employees

    How can I view hire and terminations dates for employees long since moved to history

  • How can I get a report like the Check Activity Detail report with only YTD Totals for all employees in a specified date range Using Sage 300?

    How can I get A report like the Check Activity Detail report with only YTD Totals for all employees in a specified date range Using Sage 300?

    The Check Activity detail report is just what I need with just a bit of modifications.  The report only need…

  • Purchase Order

    How do you print a purchase order in Sage?

  • How to print a multiple period Trial Balance

    How do I print a Trial Balance with multiple periods rather than just the current period?


  • The Withdrawal Register Report in CM does not total correctly.

    The Withdrawal Register Report lists the transactions, but some of the items listed are not included in the total.  There does not seem to be a pattern in the items not included in the printed total.

    Has anyone else experienced this?  I opened the report…

  • Job Cost Report

    Is there a more expansive job cost report that will show each individual entry under all cost codes?

  • Payroll Taxes

    when i run my deposit summary for the quarter, and i run the state efile report my totals match. we use aatrix to submit our taxes and when doing so i get a rejection notice saying my payment will be different. up on investigation i found the excess wages…

  • Disbursement Report

    Is there a report to provide detail of the cash disbursements that are not associated with a job?

  • Anyone else having a problem after filing DC SUI report with Aatrix?

     DC is not recognizing excluded wages paid for work in other states.  DC changed my report generated in sage by aatrix and claimed I underreported and owe taxes and penalty for wages reported to VA and MD.

  • Job Costing By Project Manager

    Is there a way I can run the PL report or Job cost report for each specific PM by their name instead of job #?

  • W2 Electronic Filing Requirement

    Will Sage or Aatrix be providing the ability to generate W2s in the IRS approved EFW2 format that may be uploaded to SSA for free or will be forced to pay for the electronic filing services through Aatrix?  The requirement goes into effect 1/31/22 for…

  • 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

  • Payroll Report Needed

    I am looking for a Weekly Labor Report that includes ALL PR costs (Burden, Reimbursements, etc) that can be run by Period End Date NOT Accounting Date. (I know I can condition it with the PED after the accounting date is selected but that's not what I…

  • How do I correct check alignment in AP

  • Job Cost Detail Report

    Is there a report that shows all of the posting detail for a specific job?  I am looking for a job cost detail report that shows the detailed cost for each cost code.

  • Adding Dates Formula

    I need to create a formula that adds employee DOB to today's date.  I've tried using system date but I receive an error that the field types are different.  Has anyone used system date in a date calculation formula?


  • AP Pending Invoice Register with Detail

    We have started using the enter pending invoices function. 

    How do you print a pending AP register with detail that shows the distributions so I can proof the invoices?


  • Releasing Subcontractor Retainage

    Does anyone have a good process they could share for this?  We just switched from Yardi to Sage 300 CRE and in Yardi there was a function where you can see  your subcontractors total retainage billed (match it to their retainage invoice at the end of their…

  • Labor Hours by Cost Codes

    I need to be able to show number of hours for the year by various cost codes but can't seem to find a report that will do that.  So for example, 1/1/2021-06/30/21 I need to see how many hours were entered with drywall cost codes, electrical, etc.  Any…

  • Cash Requirements Report

    Hi I noticed on our Cash Requirements reports the "Expense Account" field is cutting off the last 3 digits of my accounts.

    Any fix on this?