Sage Construction & Real Estate

I forgot to close the AP year 2023 but did close my 1099 year end. Therefore in my vendor setup the 1099 totals are correct. The "Totals" tab for vendor, this year, last year, next year is not correct. Do i go ahead and just close the AP year?

Can you add multiple contract items to a contract or must you add them one by one. Often, I will have schedules of values with 100+ lines and it is very tedious to add lines individually.

Can a JOB have more than 1 contract attached and if so HOW do we do that? We have one project but two separate scopes of work and the want to different SOV's for the progress billilng?

Hi there, Does anyone know how to add W-9s as a compliance condition? The goal is to add this step as a compliance check before releasing payments with the ultimate goal of saving time chasing W-9s come year end. No W-9 on file? No payment…

Hello, We have been adding all of our holds on invoices under AP - Check Select. I am trying to figure out how to get these holds to show under an Inquiry in IQ. I notice that a "soft hold" don't show at all, when a VENDOR has a "hard hold" it shows…

Im trying to archive work orders in service managment using the Archive Wizard under tools. Does anyone know what could be causing this error. All dates in work order are valid. Thanks for the help. Archive Work Orders 1/3/2024 8:59 AM Criteria summary…

Has anyone been able to change or override the billing method after it has been saved? I have multiple jobs that should have been set up as Quick Bill but were set up as contract and I need to either change that or override the setting. I am trying to…

My team recently noticed some jobs which have costs posted to them, but still show as "Unstarted". Wondering what the trigger is in the software which makes a job go from "Unstarted" to "In Progress". We run several reports and even simply go into inquiry…

How is everyone using Sage to help track dates as it relates to sending required bond / lien notifications for unpaid AR? Thanks!

Hello, i'm working on the Equipment Cost module, when i go to Enter Revenues - Internal Owned Equipment Once I enter the Units for that particular piece of equipment, I would see a rate auto-populate. While keying the equipment yesterday from Friday…

Does anyone have a good method of handling invoices on hold in paperless. We want to get them into AP in order to follow the matching principle and recognize revenue. Currently the Project Manger has to approve them and notify us that that they need to…

I was looking for a way to upload Tax Exempt forms in the AR Application or Job Cost. Right now we are tracking the actual forms offline and we've grown substianlly and I would like to be more organized in case of a Audit. Thank you

We'd like to add equipment costs, such as heavy equipment, to a work order. The price and cost would be fixed with no additional markup, no tax. We want the techs to be able to add the charge from SSO. Trying to find a way to do it starting in SSO with…

We currently bill and enter cash receipts in Job Cost, but I want to transition it over to the AR Module. How would I go about setting this up?

We are looking to utilize the Change Request and Change Order process in the Project Management module. However, we are not sure what the proper workflow here should be. From what I understand, the PM would create the Change Request, Create a Change Order…

Good Afternoon, I'm looking into using the Subcontractor Compliance Management module and the only part about that seems like it will take too much time is the certified payroll reports required from subcontractors. I can't see a way to have required…

Trying to get a census on how companies use their costs codes. Just curious as this is being debated in our organization. Scenario: Plumbing work is being awarded to 3 different subs (each getting their own commitment/contract). Would you use same cost…

I was on the phone with sage for an hour and half....IF anyone has an idea let me know. 20210219154500546.pdf .

We are a multi union employerand have used Sage 300 since 1999. For our Employee ID setup we have always used 1000's = Carpenters; 3000's = Laborers, etc. We have finally started to archive old employees and are also close to "running out" of employee…

Has anybody out there used AP Flow?

I like to if anybody has implemented AP Flow, and what has their experience been like. Difficulty in setting it up? Does is slow the system. In general how effect has it been?

If I enter a new Commitment is there a way to track and remind myself if the contract has not been signed by the subcontracter. I see I can put a due date in the Checklist section for when I want it signed by. But is there a report or way to notify myself…

Right now we enter our job commitments, corresponding change orders and corresponding job invoices into Sage. But when subcontractors send us invoices asking for payment, I am tracking all of these in Excel to determine what's been asked, what's been…

We are a construction AND design firm. We have two "arms". For construction, we have subcontractors. For design, we have consultants. We require subcontracts to provide a certificate of insurance specific to each job. For design consultants, we only require…

We are an Ohio based paving contractor looking for ways to streamline processes. Most of our projects are short term in the 2-5 day range with approx. 80 employees. Looking for ideas to get information from the office to the field and back. Are there…