Sage Construction & Real Estate

Hello, We have a division project that caters to small projects. We are thinking if it's possible on the job cost to have Extras for the cost code. Is anyone knows or did that before? Your suggestions will be highly appreciated! Thanks!

We have a customer that we received a deposit payment on a project 2 years ago. They have since shrunk the project and we cut them a check to refund them a majority of their monies. How do I adjust this in JC/AR/Cash management. My thoughts are we…

GL Activity - Items are not hitting GL for the bank account, AP, AR until bank reconciliation is completed. Is this a setting? Thank you in advance for all answers!

We are exploring options to import an employee master file into sage 300 CRE. What are the sage specs needed to execute this import?

Hello, I use the Sage 300 Construction Correspondence log in the Project Management Module. I often have to hand type out 8-10 lines of repetitive information for each subcontractor I enter in the log. Is there a way to give the system the name of a…

Where can I find the Year-End Procedures for AP, AR & GL?

Hi all, A couple of clients were interested in making use of Sage 300 CRE, but were hesitant to switch to this software due to lack of documentation on any web API or similar. From reviewing the product documents available on the customer portal, I gathered…

I would like to see the invoice images per cost code, is there an Inquiry/Report where I can see all of the cost and then click on the image?

Is there a report within Sage by cost code that is not split by job? Lookng to anlayze which cost codes are utilized more than others over all project ranges.

- Is there a way to mass update active vendors to inactive status?

We have a large job we would like to close for our fiscal year end. There is an unresolved change order that may not be ready in time for the close. Other than open another job to handle the billing, does anyone have a different method to handle this…

On my Bank Rec Report, I have a few items under Outstanding Deposits and Withdrawls from years ago. They go back as far as 2002. My accountant is wondering if we can't clear those out somehow. Wondering how I might do this? I saw the article about making…

If a Sage 300CRE perpetual user converts to Sage 300CRE Subscription licensing. What happens to the access to the applications and the data if the user stops paying for the subscription and lets it lapse? Thanks in advance

Are there any hot keys or keyboard shortcuts for the buttons in AR, such as "Save Line" and "Finish" like there are in other screens? Something like how Alt + L opens the List menu. I tried to search and I'm coming up short. Thanks!

the JC CASH FLOW VARIANCE REPORT is very helpful to me, It's part of the efficient report of overseeing all the running projects. however, I've not been able to figure out how DOLLARS PAID is formulated. why is the figure always higher the YTD COST on…

Hello and my apologies is this has already been asked and answered or there is a resource I am not finding somewhere.... Can not open the RPT for tax update either, but do not think that will answer the question I have. Here is issue, For the State…

Hello everyone, We are a currently using an external software for our inventory needs and we are looking into Sage's Inventory module since it talks to other modules. Is there anyone that is currently using the inventory module? Please share with…

The dues have changed, it used to be 4% of gross wages + .05 per hour. It is now 3.65% of: straight time hourly, total package multiplied by the number of all hours worked. Inclusive of: hourly wages (including overtime) Health & Welfare Pension…

AMAX does not work with Dates - I tested it. I don't use RD much anymore - do mostly crystal. any help would be great. or an example

Does anyone know if there is a way(in Sage 300 CRE US) to void checks that have been unassigned and damaged?

Hello, I recently ran my JC summary reconciliation report and have a difference of $900 in my GL that is not showing up in my JC on the subcontractor line of the report. What reports do i run to narrow down where the mistake is at? Looks like it was…

We have 5 different pays set up for COVID pay based on the type. How can I combine all into one line on box 14?

We have been using Sage Paperless for the past 5 years and it has done everything we needed it to so far. It cut down our initial AP process from 22 working days start to finish to about 10. However, we have transitioned to 1 person in accounting vs.…

Noticed that this happened a year ago and today I have recieced the same error. I looked up the fix KB92581, but cannot locate it. Can someone please reach out to me for assistance. Thanks...Donna

Is there a more expansive job cost report that will show each individual entry under all cost codes?