• Sage 300 Purchasing Module

    Having trouble getting answers from Sage Support.  After I enter a credit ap invoice in Purchasing / Task / Enter Return Authorities and post, the credit is not showing up in the Reports / Status / Order Details by Job report.  Then I am prevented from entering…

  • Back Pay

    I need to back pay an employee.  He worked on a job where his pay was not correct.  All I need is to put the lump sum amount in the correct pay weeks in November and December last year for the certified report. So they can see he did get paid the correct…

  • 1099's

    This is our 1st year on Sage 300 CRE - I just printed out the 1099 preparation report and found some errors.  Is there a way to fix the amounts due on for the 1099?  One example is that A/P used the wrong vendor when issuing a check so that the 1099 is…

  • Change Posted Time in Payroll

    How do I change posted vacation time to personal time in Payroll? VACA Pay ID was used in error, should be Personal time.

    I want to change the posted time using "Change Time Entires --> Change Posted Time" in Payroll Module, but pay ID's are…

  • Change Order

    I was approving a change order for a contract, but i hit release.  It now shows in Project Management Released/Approved but it isn't showing on the contract amount.  I need to invoice it NLT tomorrow.  How can i get this amount updated?  Thanks!

  • Remove an invoices from our Invoice Aging Report

    Our GL is correct, but as a result of a conversion issue, we have an AP Invoice stuck on our aging report that we do not wish to show up there. We do not wish to pay it, because then our GL will be off. Is there a way to remove this invoice from the invoice…

  • Billing Rate Tables

    I need to delete a line in the rate table but the "delete line" is grayed out, how can I change this??

  • Write Off GL Account Set Up

    Is there a way to allow selection of the GL account when entering a write off in Cash Receipts?  We currently have one GL accunt set up but would like to have the ability to select the GL account depending on the type of write off.  An example is Credit…

  • Accounts Receivable showing "Not Used" on Aging Report

    My Accounts Receivable person did some adjustments to clean up our aging report.  Not exactly sure what was done, or how done, whether it was by AR Credit/Debit, Billing Credit/Debit, etc.but now I have "Not Used" on the aging report listed under the clients…

  • Expiration of CA SPSL - How to adjust accrued hours?

    The SPSL balance appears on our empoyees' paystubs - now that the pay has expired, I would like to reduce the balance available to zero.

    What is the best way to accomplish this?

  • Void a negative check amount after it posted in payroll.

    In payroll I set up a new wage garnishment and did not set the correct frequency of withdraw and a check did not print as there was a negative amount. I did not catch this before I posted and now I need to void the transaction. Since there wasn't a check…

  • Underpaid retainage

    I have a few accounts that underpaid our retainage due by a few pennies.  We're not going to try and collect on this, so how do I write-off these amounts?  I tried to adjust my receivables, but it won't let me.

    Any ideas?

  • Contract Billings vs Quick Bill

    We have a job that was opened as a quick bill project.  There has been an invoice generated with bill on this job.  Our project manager wants his contract amount, change orders, and invoicing to reflect on our job summary reports.

    I was told to input the…

  • Writing off costs in Billing work-in-progress

    Good morning. We have costs in Billing Work-In-Progress that we would like to write-off. What is the best way to write off these costs? Delete rows in WIP, generate an invoice and mark it written-off in Change Cost-Based invoices, or bill it and write…

  • REOPEN PRIOR MONTH?

    Hello All,

    Is there a way to reopen a prior month in Sage 300?  I realized that in the financial statements there was an error in the allocation of an expense made for the month of June.  June is closed. Is there a way that i can make the change and reprint…

  • invoice posted to wrong receipt...

    I tried to enter an invoice in the purchasing module and could not find a receipt to attach.  Then I did a lookup for the receipt using the reference number and found that the receipt was posted to another invoice.  How can I find the information to tell…

  • wrong start and end date in payroll

    I entered payroll under the wrong start and end date.  Is there a way I correct those dates without redoing payroll?

  • How to properly reallocate Labor Dollars and Labor Hours

    I must be doing this wrong.  When I need to move labor dollars & hours, I did a negitive to one cost code and a positive to the new cost code. This ended up doubling my values.  What it the correct way to reallocate "Budget / Estimated" money??…

  • I overbilled & customer overpaid on a Job.

    I overbilled & customer overpaid on a Job, we found out at the end of the job.  I already wired the refund back to them but I'm not sure how to record this wire/refund so that it is applied/attached to the Job.  What do I need to do to fix this…

  • Transfer a job from one active company to another active company

    I need to transfer a job from one active company to another active company.  Some of the costs occurred in prior years.  I've gone through the knowledge base but cannot find anything specifically relating to transferring from one active company to another…

  • AP Applying Cash Back Bonus

    I would like to apply a cash back bonus when printing a check to record our credit card payment in Accounts Payable.  How can I complete this?

  • Making changes to posted time in Sage 300CRE Payroll

    Hi I am trying to make changes to posted time in Sage 300CRE payroll. The payroll month for the time I am trying to change has already been closed. The entry is an intercompany change entry. Will the change still be accepted seeing that the payroll month…

  • Discounts Taken on AP Invoices

    I was curious as to what the best practices are on invoices that have been paid with a discount taken erroneously and the discount amount does need to be paid.  We have generally been creating a new invoice to generate the payment on but I didn't know…

  • Moving invoices

    is there a way that I can move multiple invoices from one vendor to another all at once or do I have to change each individual invoice?

  • Job paid by general contractor

    We have a job with invoices and labor paid but the boss wants to pay for this job from his retained earnings. Any idea on how to make the books look right?