Sage Construction & Real Estate

Does anyone have a sage 300 construction WIP that breaks out current fiscal year?

When we enter in an estimate through JC for a cost ode with category of "L" for labor it automatically sets up a cost code with category of "B" for Burden. Is there a way to change this? Costs from payroll come over as a single lump sum under category…

Has anyone noticed that under Vendor Setup, the Vendor Types have changed from Subcontractor...etc to Vendor Type 1....etc I have two accounts with Sage 300 and it has only changed in one of the accounts.... Anyone have any thoughts or suggestions…

Good Morning! Does anyone know if it is possible to combine two jobs into one? This is after both have contracts and estimates and costs and billing! It is the same customer and there are no payments as of yet. Thank you in advance for any advice…

We are going to be changing our pay periods from weekly to Bi-Monthly and was curious if anyone had come up with a way to use My Assistant to still automatically send the stubs when the date will vary each month depending on weekends. If the pay day falls…

How do you set up the retainage to not go to same account as the rest of the invoice? We are billing the bank for a draw and I do not want the retainage to go against the amount of the loan until they actually release it. I am just a little stuck on…

Hello Every Body, is there any one here that knows well SAGE 300 CRE? also that speak Spanish??

Previous bookkeeper setup CM bank accounts and used the reconciliation process for a few years, then quit keeping it up to date. How can I start using again and bring it up to date? Can I start reconciliation for previous year?

Hello, We are currently set up with period end dates equal to the end of the month (ex January 31) however we have made a decision to implement a 4/4/5 week schedule as that aligns better with our operations. Is there any way to change and pick the…

Is there a way to assign commitment-specific payment terms? For example, we'd like to offer our subcontractors quick pay terms in exchange for a discount on certain projects. If they opt for it, is there a way to assign payment terms on just that subcontract…

We enter our change orders in the job cost and contracts module. How can i pull the change order info out to have my field employees be able to review and comment on the change orders on a daily basis. We are constantly printing logs and writing hand…

I was wondering if there is an easy way to associate a list of people that need to be emailed contract based invoices. I currently have to create a list in a seperate document and search them all but is there a way that when you go to email the contract…

I am looking for a resource management software to assign employees to projects and integrate with Sage 300 CRE. if this can be done in Sage, please let me know what module to set it up in

I am attempting to created equipment repair jobs to track all shop personal activities. We use HCSS Heavy Job for time keeping in the field and we are looking at having our mechanics use it. Does anyone have a good template for equipment repair labor…

Hello Sage City bloggers, How can we setup salary employees so we can capture all hours for billing purpose but report only equal to or below 40 hours to process payroll and for JC? Our Project Managers are all salary employees but several work well…

We are in the very early stages of switching over from SCA to SFO for worker time capture (Assignment Time) I am wondering if there is a resourse anywhere for a work flow/procedure from intial time entry, through Supervisor Review and approval, to project…

What is the best way to show how many service PM hours you have in an agreement? I have not found a good way to list PM hours per visit as each visit may have different hours allotted. Any SM users that can help?

Can someone walk me through how to assign cost codes to extras? We have a job that already has the (labour) cost codes set up, but those cost codes now need to be grouped together into "progress codes". From what I understand, progress codes (which…

I am trying to assign my foreman in the job set up so when we print reports like Job Overview, the foreman name is listed. I have added our foreman under the Site/Contacts tab in the job set up, but the only role I can select is "Other" and then I enter…

We are about to enter into agreements for several multi-phased projects. The way I see it, we have the following three options when setting this up in Sage 300 CRE: Multiple Contracts, matched to Multiple Jobs; Single Contract, with multiple Jobs;…

Curious how companies are handling "Subcontracted Labor". For this discussion, "subcontracted labor (SL)" is where you work with an organization that provides labor that your superintendent with provide on-site supervision for. From a job site perspective…

I use the automated notice via My Assistant called "Jobs with unbilled WIP older than 90 days" (we may have customized the length of time). I think it would be really helpful if the report could actually display the amount that is unbilled. (If for example…

I was wondering how other companies who use SAGE CRE handle small jobs/work requests? These range from repairs that take only a few hours to some that might take a day or so. We currently have a JOB inside of SAGE that is set up for these and each job…

Has anyone encounterd billing out a contract that has both stipulated sum and cost plust line items? We are trying to figure out the best way to set up this contract and more importantly bill it out correctly and efficiently. Right now we have two optons…

So there is an inquiry in JC - Inquiry - Committed Cost - Back Charge I looked at the setup and it appears to be using a txt field on the JC Commitment CO Type. The field is not available in PJ and is strictly a type in the box - so you could miss type…