• Timberscan Capture vs. Sage Paperless Construction OCR

    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. 3…

  • 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…

  • Cheque printer changed

    Dear team,

     We are recently change the printer for cheques to a latest printer .

    We were using HP Laserjet P1102 and we purchased a new Laerjet 107 W .

    But when we print the cheque , each time i have to edit the report according to values in the cheque…

  • AP - Recurring

    We are new to Sage and yesterday I tried my hand at putting in quite a number of recurring invoices.  This did not work out so well due to various payment dates setup in the vendor masters, which I corrected.  Now I have a bunch showing as being due.

  • Payments by Vendor/Contractor

    I need to run a report that shows how much we paid to various vendors, that lists amounts paid and dates.  Anyone know of a report out there like that?  I can't seem to find one.  I would think it woudl be a standard report? 

    Thanks in advance!

  • New 1099 forms in Aatrix

    I am getting ready to submit my 1099's for 2020 and I have more than 1 form to submit for 2020.

    I just finished reviewing 1099 NEC and it takes me to the page to file, but I haven't finished reviewing my 1099 MISC. Does anyone know if we are in fact…

  • Aging Report on an invoice vs Inquiry on the same invoice

    I have an Invoice that is showing in my aging as open however when you do an inquiry on that invoice it shows paid in full.  How do I get this invoice off my aging report?

  • Payroll FWH Calculation Verification

    I’m processing my first new employee under the 2020 W-4 form, and I cannot reconcile using the IRS tables to verify Sage’s calculation. Anyone see where I am going wrong?

    Single, $2000 for dependent, $860 taxable this week, state is NH (no…

  • Lien Waivers paying more that one requisition

    I am on 18.2.2 and use Report Designer (not crystal reports).  How do I get the lien waiver to show the check amount when paying more that one requisition on one check?

  • AP Invoices showing negative retainage balance

    I have three old invoices showing negative retainage balances.  I've tried several things over the years to clear them, and nothing has worked so far.  They are on now closed jobs, and I'd like to finally get them off our AP list.

    Here are how a…

  • Correct AP and CCP

    For the majority of this year we used Credit Card Management without have the Credit Cards Payable account set. Because of this, our AP totals in General Ledger are higher by the amount of the CCP transactions. What is my best bet to correct this mishap…

  • AP Invoice Notes

    When an invoice is entered in AP, the text file (Notes) created drops the last digit of the invoice.  This happens with certain vendors, but not all.

  • Best Practice for Blank Checks

    We occasionally use handwritten blank checks (e.g. for permits where you don't know the amount until you're in the permit office) and I'm looking for best practices, info on how others keep track of blank checks, and if there are pros / cons to our current…

  • A/P Deleting open invoices

    I have several open invoices from prior years that are also related to jobs that are now closed. How do I delete or void these so that they no longer show on my open invoice register? I cannot enter a credit memo to zero them out because the job is closed…

  • Texas Lien Waiver Problems

    We are beginning to work in Texas and they require a "job description" field in their lien waivers. This is not a description of the project but a description of the work performed by the vendor. If it was a subcontractor we could pull in the type (Plumbing…

  • Help: Undoing a series of voided checks

    I have a series of checks that Sage voided out during a computer shutdown while I was printing checks. None of the check actually printed.  Is there a way to undo voided checks that were never printed on, so that I can use the blank checks? I see on Sage…

  • AP Sales Tax Tracking - Paid and Liability

    SAGE 300 CRE - Version 9.8.51

    I've just recently started utilizing the Sales Tax feature in AP and I think it will be a great time saver once I get used to it.  Right now I am still struggling to verify I have everything set up correctly and consistently…

  • AP Vendor address (Vendor factoring)

    We have as vendor who has factored their Accounts Receivable with a third party. I'm looking for best practices on how others handle the same situation since Sage 300 CRE does not have a remit to address that allows for vendor record to remain intact…