Sage Construction & Real Estate

When moving a standard code over in Job Central, normally the assigned category would automatically be checked. However now it is checking the incorrect one or not checking it at all. I can remove the checked mark but it is not allowing me to check a…

I need to make certain AP vendors and/or invoices not accessible to everyone in my company. Is there a way to limit access or hide thaese records from users?

So whenever I go into the general ledge module and go to tasks and post entries, the screen for entry posting is relatively small. Even if I enlarge the window, the size of the journal entry boxes stay the same. So if I have an entry with 70 line items…

I gave a new computer to a user. On her old computer when you click the paperclip icon to open the attachment window, it would open to the File Links tab. Normally this window opens to the Notes tab. Does anyone know where this option is set? I don't…

I have spent way too much time trying to find a replacement envelope for RN DWE323. Sage needs to find an alternate envelope for it's customers. Has anyone found one that will match up to the payroll and AP checks?

GL Activity - Items are not hitting GL for the bank account, AP, AR until bank reconciliation is completed. Is this a setting? Thank you in advance for all answers!

Can someone please explain the Origin of policy code on the ACA Coverage Tab please? Thanks, Laurie

Hello To All You Sage Gurus I've got three of my users in the Finance Department that have been getting this error message below. I know this error has to do with connectivity, but for the life of me I cannot find any documentation on it. The…

Hello, I use the Sage 300 Construction Correspondence log in the Project Management Module. I often have to hand type out 8-10 lines of repetitive information for each subcontractor I enter in the log. Is there a way to give the system the name of a…

How to add/change Standard Cost Codes in Job Cost

Why does it print each time I go in to Payroll-Employee-Setup and look at an Employee's information? Is there a way to make it not do this? Thanks!

We recently migrated our local server installation of Sage 300 CRE to another server. (Sage V. 20.5.1) Since then, all users are prompted to login to a DB whenever they preview an invoice in Service Mgt. Sage support has not been able to resolve this…

We currently have several vendor accounts setup in accounts payable because we have multiple address to send checks to. But this gets confusing. Is there a way to have multiple remit to addresses under one vendor account?

We are attempting to pay vendors via EFT Payments but in the vendors setup the fields are not sufficient to enter the Bank Routing numbers and Bank Account numbers. (Canadian company using Sage 300 CRE v20.4 - Canadian Edition - in the Caribbean) The…

We have employees who are using different filing statuses for federal and state withholding. When I try to add filing status to state in Sage 300 CRE, I get an error message stating that :"No status list available". Is there anyway to add filing status…

Are there any hot keys or keyboard shortcuts for the buttons in AR, such as "Save Line" and "Finish" like there are in other screens? Something like how Alt + L opens the List menu. I tried to search and I'm coming up short. Thanks!

Anyone know how to resolve this issue within paperless construction?

Hello, one of our users was attempting to provide a PO # and received the following: I checked on the user's permissions and the role POENTRY is already configured on this user. Are we missing any other role/configuration needed to perform this…

When adding a cost code to a job, the new cost code needs to be changed from unstarted to active. Is there a way for it to automatically become active without manually changing it from unstarted? Would this be something a consultant could change without…

Hello Sage 300 Universe! I am new to a company and there are randomly 8 accounts that have 5 digits instead of 4 digits in the Chart of Accounts. I am told they were using these to ROLL UP the accounts. I use Office Connector as well as the Trial Balance…

Is it possible to change the default bank account for 1 AP vendor? Each time we pay this vendor we change the bank account when selecting to print the check. Sometimes we forget and void the check and then reprocess the payment from the correct account…

Is there a way I can set up a cost code either on the employee record or somewhere in the payroll module where I can make it so when I go to enter an employee's time it will default to a certain cost code on the payroll record?

Curious if your company maintains a paper filing system. We have HR, payroll, customer contracts, subcontracts, design documents, and more, all in paper file boxes in a storage room. These boxes were catalogued in an Excel spreadsheet some years ago and…

Is anyone aware of a way in Sage to have an alert sent to our Project Managers when items are received for their jobs? I have been told that this isn’t an option that can be created in My Assistant because it relates to the Purchasing module. Any insight…

I 've set up a new PC and want to know if there is an easy way to copy my settings to my new PC? By settings I mean all the reports, inquiries, and such for each module that are added through Tools/Customize/Toolbar for each module; PR, AP, AR, IA...…