Sage Construction & Real Estate

Hello, We are trying to figure out how to close the 2022 fiscal year so we can start entering Jan 2024 entries. The current months listed in GL are Jan-Dec 2022 and Jan-Dec 2023.

While setting up the base accounts during 'generating' an error was made including some accounts tied to entities that should not have been. Is there a way to remove these accounts from those entities?

Can we create a SOC 1 Type II report in which service auditors test the internal controls over Sage reporting?

Organizational structure consists of two companies, Company #1 and Company #2. Last year we switched bank accounts from Bank #1 to Bank #2 for our Checking and Health Reimbursement Accounts. Company #1 did not have any remaining checks for the old bank…

I have Cash Management register (CM) matching the bank account. The General ledger (GL) didn't pick up this transaction. CM is reconciled. how would I add this to GL and keep everything balanced? last time this happened, I had to do a funky chicken…

Hello, We were performing an inventory count however one of our employees made a stock transfer from one location (being counted) to another. When we look at the part number through the inquiry function, we see the appropraite quantity in each location…

We have a frustrating situation where, if someone prints a GL report to screen and leaves it open, another user cannot login to the GL application. They receive an error message, "GL transaction file in use." If the user in the system closes that report…

Is there a way or method I can run a Profit and Loss for a specific time period - for example, 7/1/2018 through 6/30/2019?

On some reports at the end I'm seeing *!! at the end and was wondering why or what it meant

My TB is out of balance by $.72. When I try to run a Totals by Bath report in GL, it freezes up every time before it even gets to the report screen. Has anyone had this issue, and how do we fix it?

I have a construction client that just informed me they decided to switch from Sage 300 CRE Payroll that they have been using for 20 years to Paycom. Does anyone have familiarity with Paycom as to integration with Sage 300 CRE Job Cost and General Ledger…

Hi, I am looking for a quarterly financial statement. Does anyone have one that they are already using, or know how to modify the canned one? Thanks, Amanda

My AP Summary report is out of balance due to me deleting some invoices with prior year accounting dates and changing the accounting dates to 'new accounting date' of today. Can this be fixed? Thank you!

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…

I'm preparing to import a budget. I have a budget number for nearly every GL account for multiple company divisions. However, the "store budgets" box is not currently marked on these accounts. Is there a quicker way to mark "store budget" on a mass…