• Document Scanning

    How do I set up my scanner [Epson ES-400II] to scan documents directly to the AP Invoice I am entering? I know I can scan the document and then attach it to the invoice after entering the invoice, but I want to scan it directly into Sage as part of…
  • Is there a "count" formula that could be added to Report Designer reports? Specifically to PR reports to count employees?

    I understand that I can save a report to excel and get a count that way, but is there any way to add a formula that would count employees within some of the reports (report designer) we run most often?
  • Adding Dates Formula

    I need to create a formula that adds employee DOB to today's date. I've tried using system date but I receive an error that the field types are different. Has anyone used system date in a date calculation formula? Thanks
  • VAT recording from AP to GL

    Dear Team, Re posting the issue again to get more attention , the problem is unsolved and demanding immediate attention. We have noticed a strange issue in treatment of VAT. The VAT is calculated in AP correctly and reflected in VAT report as well…
  • VAT recording

    Dear Team, We have noticed a strange issue in treatment of VAT. The VAT is calculated in AP correctly and reflected in VAT report as well. However, while posting in GL it has been split into two base accounts named 1601 and 1690. Below is an example…
  • Report Designer report to show cost code description if the group cost code is equal to yes.

    I have a report in Report Designer that pulls data from JC - Transaction. I'd like a totaling line to return the cost code description if the group cost code is true. However, JC - Transaction does not contain the group cost code. I've played around with…
  • Cities that have their own sick leave requirements in addition to what the state requires?

    How do you deal with multiple cities that have their own sick leave requirements in addition to what the state requires? The state has provisions to put in a lump sum and not accrue or roll over but we are starting to do business in certain municipalities…
  • Pay ID Formula

    Is there a way to setup a payroll formula to set up a new Pay ID that adds a premium to regular rate for a shift differential? We do not want to add the shift column to our time entry since we use hh2 and it would cause changes in how we import time from…
  • Not Calculating Fringes Correctly

    We are running Sage 18.4.1. We just went live a couple weeks ago and noticed something was off with our fringe calculations. In the Union set up the pays and fringes are set to total hours as the calc method. The fringes should be only calculated based…
  • Where are formulas being used

    I am trying to find out if there is a PSQL query or a report that I can run that will show me where formulas are being used - or if they are. So, if a formula is being used, is it used in another formula, report, etc. I have 100's of formulas & reports…
  • Formula MAX Pay Period End Date

    Looking for a formulaa to simply look into the PR-Check table and return to me an employees maximum date within the Pay Period End Date field . As the help file suggests, the MAX function is only used for numbers and Sage doesnt like it when I try to…
  • PR formula to lookup employee rate

    We are trying to create a formula that will provide the hourly rate for an employee that can then be used in fringe calculation formulas. I can use a basic LOOKUP if there are only 2 Pay IDs. We have 4 different Pay IDs under two Pay Groups that we need…
  • Report Designer - NEWDATE to generate LM(Last Month) and MTD(Month to Date)

    I am really stuck, have spent too much time spinning my wheels on this. I have created a new report with values coming from Job cost, Contracts, Billings etc all coming from transactions using Accounting Dates. I am using a Prompt so I have a "Cut-off…
  • Trying to setup an Accrual formula that "resets" on the anniversary of an employees hire date

    I am trying to create a formula that will "reset" the number of hours an employee has accrued on the anniversary of their hire date. For example, if I have 56 hours of sick & my hire date is 9/5/2016, I want it to "reset" to 40 on 9/5/2017. If I only…
  • Is it possible to add a material cost per unit at the assembly level in Sage Estimating Extended?

    I want the ability to add a material cost per unit at the assembly level. This way, I can create a variable that will allow my users to enter a material price per unit and a quantity of units. Please inquire if you need more information. Thanks, …
  • How do I make a new payroll formula based on a percentage of gross pay?

    I need to first compare 15% of Gross Pay to a flat amount of $114.75. If 15% of Gross Pay is greater than $114.75, then use $114.75. If 15% of Gross Pay is less than or equal to $114.75, then use 15% of Gross Pay. Here is the formula I have so far that…
  • I need to alter my Labor Man Hours to a rounded number without affecting my takeoff numbers

    Hello, I am looking for a solution to a puzzling situation I have come across. I am entering data into the takeoff for my materials, and am getting exact numbers for my labor man hours based on the coinciding labor amounts. However, I wish to round…
  • Formula for "Prior Year Job to Date Cost" . Any suggestions?

    Hi. I'm looking for a formula that I can add as one of the custom JC total fields. I need it to show "Prior Year Job to Date Cost" . Any suggestions? I'm lost on this one... Thanks, Amanda