• Auto withdraw expense that goes towards a job.

    I'm doing the bank reconciliation. I have a fee that is withdrawn from our account, but it is for a specific job. How do I go about charging that fee to the job plus being able to clear it from my bank reconciliation. I hope someone can help.
  • Entering Payroll Time

    I enter my payroll time manually, can I enter time over the course of 2 days and not lose anything I have already entered
  • cashmanagement

    how do i void a outstanding withdrawl in cash management
  • How do I set up discount payment terms for A/R invoice?

    Hello, Is there a way to set up automatic discount when customer pays early in A/R base on payment terms? Thanks. Trang
  • Non intercompany errors, trial balances off

    Hello, im having a tough time figuring out how to fix an unbalanced trial balance. Trying my best to provide a detailed explanation of what happened. We have a few different companies within our system, and they are not intercompany accounts, if im…
  • Project Management

    Can someone direct me to a knowledgebase bulletin about entering approved change orders in PJ?
  • Bank Reconciliation

    First time to reconcile bank statement. Is there anything else I need to do after the statement is complete?
  • Recording bank interest

    I am new to Sage and have been cleaning up a big mess where I am working. Reconciling old bank statement. I know how to record interest in other programs but how do you record interest in Sage?
  • Out of State FWH PR Taxes

    We are located in Florida, and this is where our employees work, however, we have a few employees that their residence is in GA and they have to pay State Tax. We use a third party for processing checks and then import to sage, I need their checks to…
  • 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
  • unapply AR invoices

    good day, how do i unapply AR invoices that is applied for July 2023 and January 2024 invoices Thank you Maphuti
  • 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.…
  • Transactions hitting a suspense account

    I have a transaction hitting a suspense account. As far as I know when there is maybe a posting error sage will automatically post an amount to a suspense account? We dont post to a suspense account for anything. A check written out of one of our companies…
  • 401 K EE Contributions in both % & flat amounts

    Our company has set up a new 401K Safe Harbor Plan. They contribute 3% regardless of employee contribution. Employees are allowed to choose a flat rate per check or a percentage per gross pay. Do I need to set up two different Deducts with one being for…
  • 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…
  • AR move files to history

    When should you move your AR files to History--Before or after moving closed jobs to history ?
  • Tax setup to tax only after specified amount

    Hello! We need to setup a tax for Nevada Modified Business Tax which only imposes 1.378% after the tax exemption of $50,000 (after deductions) per quarter. How would we setup a payroll tax to only expense this business tax after our (total) employees…
  • Entering Invoice

    If an invoice is going to be paid via ACH through my business' bank account, should I enter this invoice into my regular A/P entries or through a quick check entry where I indicate what check number I want to give it?
  • GL Entries

    Can you delete a GL entry after it is posted?
  • Roth IRA Payroll Deduction

    Hi - Has anyone set up a payroll deduction for a Roth IRA? I am trying to see how to set up the deduction to be based on their gross pay after taxes. Thank you!
  • Multiple Direct Deposits

    Is it possible to setup multiple direct deposits for one employee?
  • Use W-4 Amounts

    I have an employee who thinks not enough is getting taken out for Federal Withholding . Right now he has Filing Status of Married, 0 exemptions. I have the 'Use W-4' box checked because that is what I was always told to do. I tested a payroll run and…
  • 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…
  • GL out of balance - shows previous balance

    Is there a way to tell if there are entries for a prior year that need to be closed? GL out of balance - showing previous balance - want to see what it is.