• Open a new period

    Good afternoon,

    We are using Sage 300 Construction and Real Estate and the prior person was posting everything to a period that has past.  I have posted transactions to a period that is not showing open.  We have open 07/01/2019 to 06/30/2021 but have …

  • GL Account Number

    We have been using Sage for many years.  Many accounts that were set up years ago are no longer needed.  Telling our staff not to use the account numbers only goes so far and altimatly one or more will get used.

    Is there a way to lock-down account numbers…

  • Entire Bonus Check contribution to 401K - Sage 300 CRE

    Recently we paid out bonuses for 2021 and an individual contributed their entire check to their 401k.  When doing this it created a $0 direct deposit therefore did not print a direct deposit notification.   I didn't think much of it at the time but upon…

  • getting this pop up during a process

    not sure i am getting this suddenly to pop up. please assist. 

  • 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…

  • CM Posting Issue

    Hi,

    We seem to have an issue where we posted a CM entry (10158)  and it appears in the GL, but not in CM. This is causing our reconciliation to not tie out.

    In CM Batch 10158:

    GL Batch 10158:

    Does anyone know what the issue is or how to correct this…

  • Why did 2 checks print for one invoice?

    I have one invoice with two jobs. Two checks printed, one for both jobs and another for the  bulk of one of the jobs.

    This is a vendor we pay all of the time and nothing has changed on their vendor setup as far as I can tell.

  • 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??

  • Payroll did not post to Billing

    Hi,

    I recently ran into an issue where payroll for the month did not post to billing when I genetated WIP.  Payroll journal did not have any rejections or warnings.

    The project had not been completely set up in Contracts prior to paryoll posting (all …

  • What is the best method for adding a premium pay to an employee's paycheck?

    We are giving a $0.50 "raise" or what I have been calling a "premium pay" to employees working a specific job in a specific cost code. I have been calculating and adding this to their checks manually (including a calculation for OT at…

  • Open Invoice Register showing invoices which is fully paid.

    Dear Team ,

     We have a scenario where for some vendors, some invoices appearing in open invoice register which is fully paid , Attaching screenshot for one vendor for your reference , similarly we have few vendors as well .

    Thanking in advance ,

  • Bank Reconciliations

    When I void a check months after it has been issued, I find that it changes all prior bank reconciliations back to the month the check was issued. This makes no sense to me. Once a bank rec. is done, it should always remain the same.

    When I spoke to someone…

  • 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…

  • How do I see if deductions are pre or post tax?

    I have taken over payroll and I have been asked if our insurance premium deductions are taken pre or post tax and I don't know how to find out. Nothing seems to pop out regarding this, though I'm sure it's simple. (I hope)

    Thank you!

  • multiple state withholding

    We are a Pennsylvania contractor with a job located in Delaware.  Our employees are Pennsylvania residents.  We are required to withhold Delarare income tax from their wages on this project.  However, we are still to withhold Pennsylvania Unemployment Tax…

  • Colorado Sick Accrual

    I have set up my sick pay accrual. I need to know how to put in the formula to stop accruing at 48 hours. I also need to know how to adjust the accurals that have gone past the 48 hour.  Thanks

  • 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?

  • PM Generate Rent Roll

    Accidently ran the Generate Rent Roll in PM with out selecting the properties I wanted it to run for. So now its going to run years worth of charges on properties we do not own or manage anymore. In the mean time I have temporarily stopped the update from…

  • Payroll Deduction "Flat Amount" and deduction frequency

    Hi all you out there in Sage 300 CRE Land!  Hope you are having a great day.

    Regarding Payroll Deduction setup.  Is there a way to have a "flat amount" deduction come out of each and every CHECK vs each WEEK automatically?

    Asking for a friend…

  • 2022 update taxes in the Payroll, Canadian

    what will be the minimum version of Sage 300 CRE required to complete this task January 2022, I am currently using 20.3

  • Accrual Entry in General Ledger

    How can we create an accrual entry in general ledger?

  • How to apply cash on account to accounts payable invoice

    We have a separate GL set up for cash on account (it's not related to any specific customer, it's just a generic GL) that our cash applications people put funds to when they can't find an invoice to apply it to. If an invoice exists (but they…

  • Uploading Account Payable Invoices from Excel or CSV template

    I found the upload for Accounts Payable Invoives in Office Connector.  I'm getting an error log "Unknown Record type identifier (fld1, col1) for multiple lines.  However, I'm only trying to upload one line as a test.  What causes this error…

  • AR Adjust Receivables Summary entries in Revenue accounts

    My company has many entries hitting our Revenue accounts with the description "AR Adjust Receivables Summary".  These entries are reducing our Revenue account balances.  I do not see any offsetting entries in AR.  Any ideas on what these entries…