Welcome to the Sage Construction and Real Estate products Support Group on Community Hub! Available 24/7, the Forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros.
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…
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…
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…
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…
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.
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…
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…
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…
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…
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…
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…
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.
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.
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
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 - 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!
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 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…
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.
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…
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…