• having trouble invoicing a contract that is based in the sm module

    FormerMember
    FormerMember
    The contract in question expired on 2016/09/30 and still shows as active in SM. When I try to invoice, I can only invoice as an adjustment, not as a contracts invoice. Since the contract is not expired, I can not renew it. Any idea on how I could…
  • Migrate Address book from Accounting to Estimating

    The company I consult for no longer uses Accounting and only uses Estimating. Is there a way to migrate the accounting Address book to an Estimating address book only so that we don't have to install an accounting client on each machine?
  • Service Management

    I am using Sage 300 Construction & Real Estate. Where can I find a user guide for Service Management? Please & thank you! Also if I am looking for training on this module would you suggest for me to use the Sage online class or have a private tutorial…
  • Slow ODBC Queries

    Hello All, I have a problem I have been researching lately regarding slow queries over ODBC to our sage server. I have seen people with similar issues on other sites, but no real solutions.... We have a web server that uses PHP to query several database…
  • Correction to accrued vacation hours

    Please advise how to correct an error in the total vacation hours accrued.
  • Texas Lien Waiver Problems

    We are beginning to work in Texas and they require a "job description" field in their lien waivers. This is not a description of the project but a description of the work performed by the vendor. If it was a subcontractor we could pull in the type (Plumbing…
  • Paid when Paid Option

    We would like to pay out commitment payments when we are paid by our owner. We don't want to pay our subs till we are funded. Is there a setting in AR so this is possible? Could we set up a custom field? We are on Sage CRE 13.1 Thanks.
  • Billing - Contract-based Invoices

    I am having an issue with the Contracts sending cost to Billing. I have the contracts set up in with "Send cost to Billing" checked and Status is "Approved" but when I go into Billing to select the contracts, they are not listed. Does anyone have any…
  • Billing Module - Contract-Based Invoices

    I am having an issue with the Contracts sending cost to Billing. I have the contracts set up in with "Send cost to Billing" checked and Status is "Approved" but when I go into Billing to select the contracts, they are not listed. Does anyone have…
  • Missing WIP Records from Payroll

    We have a couple of jobs where all of the WIP records are not coming through to billing from payroll. It's not the complete job where the data isn't flowing through, but a particular cost code. The cost code flows through for other jobs. I have verified…
  • Entering beginning balances

    Is there anyone who can tell me the order of modules used for entering beginning balances? I know that this is something that my consultant or business partner should help me with, but they will not respond to any of my emails. I need to get an existing…
  • Setting up a new company

    I am moving a company from another software program to Sage 300 CRE. Is there a knowledgebase article that tells me the steps that are involved?
  • RE: I'm needing a copy of data tables to reference for our event1 software

    There is a data dictionary for Accounting that can be accessed through Report Designer: Tools>Available Fields. Note: By default it will print a report as a .prn file. I have found it useful to print to a .pdf which will also make the document searchable…
  • Vendor Setup in 13.1 based upon 9.8 settings

    We recently upgraded to version 13.1 and have run into some challanges in Accounts Payables in regard to insurance requirements. We would like to track insurance certificates by committment NOT by vendor. In the prior version (9.8) I believe we had to…
  • No Background Task are showing in Window

    We installed 13.1 a couple of weeks ago and have a user that is having this issue on their machine. Sage 300 is working correctly and the background tasks window is showing, but no tasks will show up when reports are run, postings are completed, etc.…
  • Have you upgraded to version 13.1?

    We want to hear about your experiences with the newest version as well as your experience working in Windows 8 and Server 2012 environments.