• YTD Job costs

    Hello~ I need to break out the YTD jobs costs by L,M,E,S,O, but I can only do this with JTD costs. I'm a newbie and not yet familiar with all the reports. Thank you, Katherine
  • Job Cost

    Does anyone know why the jobs I set up in Job Cost doesn't show up in the range selection. For instance, I'm trying to run a Labor Hours report and the jobs I set up recently aren't showing up int he ranges. Help! please and thank you!
  • Scheduled Backup using System Administrator

    Manually performing a company backup works fine but the scheduled backup does not backup the CompanyData folder. Is this a permissions issue as the scheduled backup is running the scheduled task as SYSTEM?
  • Setting up Multiple AR Customers to One Job

    I am trying to setup a job that will have two different customers. For the purposes of the job level P&L--I need receivables from both customers to go to the same job revenue account. I don't seem to be able to do that in job setup, which seems to limit…
  • Payroll Year End...HELP!!

    I am in desperate need of a professional/friends help. I'm the new Controller since September of this year. I've closed the year before I can audit/reconcile any errors so I can process the payroll so everyone can get paid on time. I did a test run for…
  • Profit and Loss

    Is there a way or method I can run a Profit and Loss for a specific time period - for example, 7/1/2018 through 6/30/2019?
  • Equipment Repair Jobs For tracking all equipment costs

    I am attempting to created equipment repair jobs to track all shop personal activities. We use HCSS Heavy Job for time keeping in the field and we are looking at having our mechanics use it. Does anyone have a good template for equipment repair labor…
  • Importing and Exporting Purchase Orders in PO Module

    FormerMember
    FormerMember
    I am in need of a purchase order import template. I have tried using the help section to create one with no luck. Our consultant doesn't have one and I cannot work backwards by exporting because I get the following error: Can someone please send me…
  • Integration With Prolog/Changes in End User with update from 17 to 18.

    Would like to know if there are going to be changes to the Importing of Flatfile. We currently use this to integrate Job Costs with Sage 300 CRE and Prolog. Also, What are the impacts/look changes for the EndUser with this update from 17 to 18?
  • Update to 18.2 and Macro's

    Just out of curiosity does anyone have older macros from 16 and before that has been brought over to 17 and was able to successfully use them with 18.2?
  • PO archive and upgrade?

    Has anyone had experience with archiving the PO module? According to KB articles, moving POs and COs to history is the first step in improving performance in the PO module. Clean out all those old records. I have done this in a test environment and can…
  • Contract allowances

    Good afternoon, Seeing if anyone has found a good way to account for contract allowances. If a contract has a built in allowance it's noted in the original contract, but trying to fid the best way to track and bill against that allowance. I haven't…
  • When I try to run a Totals by Batch report in GL, it freezes up every time.

    FormerMember
    FormerMember
    My TB is out of balance by $.72. When I try to run a Totals by Bath report in GL, it freezes up every time before it even gets to the report screen. Has anyone had this issue, and how do we fix it?
  • Sage 300 version upgrade to 18.2.2

    We are currently on Sage 300 version 16.1.8 and want to upgrade to version 18.2.2. Do I have to upgrade first to 17.1.8 before upgrading to 18.2.2? Can anyone also tell me where can I find any documentation on version upgrade installation. Thank you…
  • Sage 18.2 Performance

    We recently upgraded to Sage 18.2 and have noticed a significant delay using Sage Desktop. Clicking on an application can take 5-10 seconds to respond and open the menu. Additionally, particularly in AP, clicking on Tasks takes an additional 5-10 seconds…
  • Labor rate table - create or update - standard practice?

    FormerMember
    FormerMember
    What is the standard practice for creating/updating labor rate tables? Do you create a new rate table every time rates change (we do annually) - or do you just update the current table with the new rates? I'm new to Sage so looking for advice on how to…
  • Close period end date is wrong in Property Management

    I am trying to close the period for November but it is attempting to close the year. It appears that the close period end dates are a month forward, so it thinks the period end date is 12/31/18 instead of 11/30/18. How can I correct this? I am using Property…
  • Distorted font question

    FormerMember
    FormerMember
    I just received a new computer from our IT department and when I go to run Recalculate Custom Totals in Job Cost, the window appears stretched and distorted. I've tried changing my computer's scaling, reinstalling fonts, etc. Is there anything else I…
  • Anyone running Sage CRE 300 2017 on Windows Server 2008 R2 SP1?

    We need to upgrade to Sage 2017 for end of year updates and are not prepared to upgrade our server at this time. Has anyone been able to upgrade from 16 to 17 on Server 2008 R2 w/SP1? We are looking to do this temporarily until we can upgrade our…
  • Sample Data

    Hi, I am trying to add the sample accounting data to my company list but I keep getting an error that says a company with that name already exists even though I can't see it. Can someone shed some light on what I am doing wrong? Thanks, Amanda