Sage Construction & Real Estate

What do you use to keep notes from collections on? Is there anything in Sage to use?

We process payroll using the "enter checks" function. We have an employee that went under Pay ID 5 until recently, when we switched them to Pay ID 0. It seems that no matter how we change the employee's setup, Pay ID 5 still populates as the default PAY…

I'm having issues with some of my screens formatting properly. When I try to open/close and accounting period in Sage, the table is cut off. I can't see tell if I'm in 2021 or 2022 because the last digit is cut off. I'm also having this issue in Cash…

Hello, Is there an option within Sage 300 CRE that allows you to add digits to job numbers? Our current format is limited to 8 characters (i.e. 40-12345). The reason why we may need more characters is due to an acquisition we made that enters into a…

I would like to know how others have set up a union pay rate where we are required to pay 8 hours for 7 hours of work. We have several employees that will be working a night shift and we will have to pay them 8 hours but they will only work 7.

Our company has office personnel on a semi-monthly pay cycle, and field employees on a weekly pay cycle. In both cases, the employee's benefit deductions only come out of the last check of each month. Is there a way to tell Sage in the employee setup…

I need to know how to set up tax rates and tax groups and how it pulls to the jobs

We use Microsoft Office 365 (web based) for email. We want to sent out PO's to subs via e-mail. is there a specific set up to allow this ? I realize Exchange Server was utilized in the past but is no longer. Any assistance would be good.

A few of our employees have a deduction that goes to a GL account and it is available for when they need it...ie. savings. At year end, any remaining balance rolls over, year to year and keeps adding and deducting as it is suppose to. However, this year…

Is there a way to setup rate tables to add one rate for service techs and one rate for helpers? Our service techs charge $90/hour but the helpers can only be charged out at $60/hour. We are having to manually change the rate during work order/invoice…

Has anyone found any tricks to help manage the tiny buttons and fonts in SAGE when running at higher resolutions?

We have a vendor that we sent a B Notice to because the tax ID/name reported on their 1099 did not match the government's records. They did not reply, so I need to set the vendor up so backup withholding will be held if we should use them in the future…

We are trying to encourage users to leverage the power of the software whilst mitigating the risk. So to encourage their probing, I would like to create a Test Company (i.e., Directory) with only the tables copied, but none of the data from my very large…

Is it possible to make a cost code for a particular job inactive?

I just upgraded to windows 10 and now all the fonts in the popups are elongated. How do I fix this. My display settings are 100%. It is just the popups that are the problem.

We have some residential rental properties and the tenants would like to go online and make rent payments. Can Sage be set up to accept and record these payments?

We are in the process of upgrading and converting our systems to Microsoft Intune. I am the first guinea pig. Since the upgrade, when I click on any of my Desktop shortcuts, they take anywhere from 10 to 20 seconds to come up. Not exactly the "shortcut…

Recently, each time I try to setup a job in Job Cost, I get a message that says "Having trouble reading this data". When I click "OK" it then proceeds to the Job Setup screen. We haven't performed any updates and it seems as though this only happens the…

I am setting up 64 lots in Job Cost, is there a way to copy from a previous lot and just make a couple changes?

We are getting more requirements from our Owners to formally report our Tier 1 and Tier 2 Diversity spend. We have all of our subcontractors set up in Procore with their diversity status but it looks like getting the spend report out of there is not going…

We are doing a project in IL. The local union agreement requires that some of the union benefits be paid out at OT and DT rates. Becuase we are doing night shift work and start on Sundays, all Sunday hours up to 12 am are at DT and the rest of the night…

How to prevent users from posting to a particular account?

This is a question about lien waivers for anyone that uses both Sage and Timberscan. We have tried selecting a vendor as "Other" when setting it up in Sage (because we don't want lien waivers to print out for those vendors) but if a vendor is selected…

Is there a way to just view the charge types that are set up in PM other than having access to set up charge types?

We just received the new Union Agreement in regards to California Ironworkers Pay rate and Benefit increases beginning July 1, 2021. Usually we just update pay tables and edit the Vacation Formula to produce the new wages and Benefits, However this July…