• 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…
  • JTD cost showing on job cost report, but amount was not paid

    I have a cost showing on JTD cost in job report, but amount was not paid. We send POs to a vendor, but only pay off of invoices. In POs by job, it shows a PO amount and amount invoiced, but Amount Paid is 0. What do I need to do to eliminate this from…
  • 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…
  • Payroll Tax with zero percent

    We have finally done the impossible...we have kept a steady group of employees and have "earned" a 0% rate on our Iowa State Unemployement. Problem....every check that I processed this first payroll run gave me the warning of no amount/formula for tax…
  • Closing fiscal year 2022 to start entries for Jan 2024

    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.
  • Aatrix Update

    Trying to run the Aatrix Update that comes up with I try to go into Payroll/Federal e-file and Reporting and keep getting an error that various files are failing to update because the process is in use by another program. I don't have anything else open…
  • Inquiry Conditions

    Is there a way to restrict a user from changing a condition on an inquiry?
  • 1099s

    How to change the year in AP Settings?
  • Mileage

    Hello, We are going to start paying someone mileage weekly in their checks. If I want that money from reimbursements to go to a savings account, can I set that up? Mileage total WE 10-08-23 = $100. On employee's check, I want that $100 to go…
  • JTD Costs have not hit on specific Job

    Hello, I pulled an Over/Under and realized that on a specific job the JTD costs are not showing. We were billed and already paid the intercompany for their portion of the project (through TimberScan), but JTD costs isn't reflecting this. I already confirmed…
  • What is your process for closing a job and how do you handle warranty items?

    I'm looking for best practices concerning closing jobs and handling warranty items after the initial job is closed. Reconciling WIP to the GL has been a challenge based on our current practices and reporting limitations within Sage. If anyone has any…
  • Inventory Help

    I need help. Can you explain why an inventory item shows a qty on hand, but does not show that same qty on hand in any inventory location?
  • AIA Style Crystal report for Billing when using Procore.

    Apparently Procore send JC trans for Contract CO's and the current AIA style billing designs don't take that into account. So, the knowledge base article says to call sage professional services. They can't help until after Sept 12. Does anyone have a…
  • AR aging report

    Hello, I am new to Sage and we recently converted from another ERP.. We are looking for a report with the following information that can be exported to excel.. Customer, Customer Name, Job, Job Name, Invoice Number, Invoice Date, Invoice Due Date…
  • AR Tax Group Set up Report

    Does anyone know if there is a AR Tax Group set up report that exists so I can see what tax rates are part the group? Looked in standard reports and KnowledgeBase but have not been able to find anything.
  • How can I tell if I have billed retainage

    1. I m looking to see if there is a report that would show me if i have billed retaiange. 2. I m looking for a report or something that i can run that would show if I billed for my jobs that month.
  • Printing Journals for AP only

    Is it possible to set up to print journals for AP only? If so, I need to the journal to not only print but also be able to save it to a file. Thanks. Jannice
  • Cost code with their own Extras

    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!
  • GL Activity

    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!
  • Sage 300 CRE Integration, does this software include a web API?

    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…
  • Confused about Year End + Payroll Updates for v20.5.X - Do I need to upgrade to v22.2U1 before 1/1/2023???

    I have read a lot of the posts on this forum, and all this said I'm personally new to dealing with Sage. I'm the new IT person for a construction firm and they're currently running v20.5.1,21. (by new IT guy I mean I just took over their IT about a month…
  • Select Invoices to Pay - Filter by Vendor Type

    When selecting invoices to pay, is there a way to add a condition to filter by vendor type? We run weekly supplier cheque runs and we haven't found a way to filter these vendors out from the subcontractor vendors.
  • AP Vendor Clean UP

    - Is there a way to mass update active vendors to inactive status?
  • Outstanding Deposits and Withdrawals

    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…
  • Invoices Selected for Payment Report

    AP-Invoice Registers-Invoices Selected for Payment For whatever reason, when I go to this report, it lists 2 items that do not have a balance due, nor are they included on my list when i go to 'Select Invoices for Payment'. I would like to get these…