• cashmanagement

    how do i void a outstanding withdrawl in cash management
  • Accounts Payable Credit Memo

    I have an old Credit sitting on a Vendors account in A/P. How can I get rid of the CM, it was posting in error. Thank you
  • Deducting retainage from a commitment

    I am needing to exhaust the retainage amount on a commitment. Any idea on how I go about doing that?
  • TS 5618

    Every time our A/P Clerk tries to change an invoice, she receives the TS 5618 (Invalid form field number) error upon moving from the main invoice table to the distribution grid. The article for TS 5618 applies to entering invoices, not changing them.…
  • Contract - Adding Change Orders

    I don't understand the following: As long as the Change Order is linked to an Approvied Contract Item.. What if my change order is for a new scppe of work that was not a previous contrct item? We have just starting using the contract modual so…
  • Accounts Payable Module

    We have an invoice on the system for $6000, we did a partial payment for $5000 and now we do not owe the remaining $1000. The system is not letting me delete the remaining balance on the invoice without voiding the check first and then delete invoice…
  • Sage 300 CRE Change Order Doubling Total

    I have 3 users that are creating change orders in Sage Construction Management (all on the same project) and when they are passed along to Sage Job Cost the change order total is somehow doubling. This only affects positive change orders. Is there something…
  • Returned a bad check in PM - but used the accounting date 12/12/13 instead of 12/12/23

    Returned a bad check in PM - but used the accounting date 12/12/13 instead of 12/12/23. How can this be corrected?
  • Fix Prior Year Retained Earnings

    Recently closed out fiscal year 2023 in the GL Module and our income posted to the incorrect retained earnings account. How would I reverse this post the earnings to the appropriate GL account?
  • Write off retainage

    I am trying to write off part of a retainage invoice as uncollectible. I was using adjustment type "write off" but I can't seem to get it to come out correctly. It is not adjusting the balance. Suggestions?
  • Sage 300 CRE - retainage amounts are off on a couple of contracts

    Hello, completely new to Sage so hopefully this question makes sense. For some reason the retainage amounts are off on a couple of contracts. When I go to bill the correct amount it leaves a balance (+/-). I've figured out how to correct the negative…
  • Opening closed prior years

    Hello, How can I open prior closed years? I need to go as far back as 2020.
  • AR Customer Account Question

    Hello Sage Community! Does anyone know how to merge two customers together if they are duplicated in the system? Please advise, much appreciated in advance! Amanda
  • Accounts Receivable Credit

    Hellow, is there a way to apply an AR credit to an existing invoice balance?
  • How do I delete a check in CM that I voided in AP

    I mistakenly voided a check in AP that I meant to delete, so that I could reuse the check number. How do I correct this?
  • Cash Receipts through Job Cost

    We use JC to enter all our billings and cash receipts; we don't have an AR module. We mistakenly entered a cash receipt twice; how do I go about removing one of them? Thank you.
  • Unapplied cash

    How do i clear unapplied cash from my AR aging for a customer who im no longer going to trade with? I can only think of entering a debit note. I did refund the customer via a payment and am not sure how to allocate this payment to the unapplied cash…
  • AP Invoice

    I have an AP invoice that was entered in 2022 and I would like to change the job number it was posted to. Can this be complete because the GL period is closed and it is previous year?
  • Adjustment to taxable income for a terminated employee

    Good morning. We have a situation where we have failed a "non-discrimination" test for Highly Compensated Employees for Flexible Spending Dependent Care, and the employee has since resigned from the Company. We have been told that we have to increase…
  • Vendor deleted in Sage 300 CRE that was linked to a commitment

    Our AP department deleted a vendor in Sage 300 CRE that has a commitment linked with Procore. We tried unlinking the commitment but it says that it is still liked in Sage. We tried to delete the commitment in Sage but it will not let us. How do we fix…
  • Can you unapply a prepayment from a PO after its been posted?

    When posting the prepayment, I attached the PO and then posted the prepayment. This is the incorrect PO to apply the prepayment to. What is the best way to reconcile this error and get the prepayment applied to the correct PO? Thank you!
  • Adjust Original Contract Value in JC

    How do I adjust the original contract value in Job Cost?
  • Payroll Fringe Adjustments and Void/Reissue issues with 941 Prep report

    Hi, I have a couple of Payroll related adjustment questions. 1. It appears that when we void/reissue a payroll check, the void is offsetting the 941 Preparation report (as it should), but the reissued check is not being included in the 941 Preparation…
  • Flat Rate Pricing

    We use Proft Rhino/Callahan Roach for our pricing and everytime we do an update it just creates a new version in the flat rate in the service managment module. Is there a way to delete all the unwanted entries in the flate rate?
  • Inventory Help

    I need help. Can you explain why an inventory item shows a qty on hand, but does not show that same qty on hand in any inventory location?