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  • Sage 300 CRE Find Deleted Invoices

    We believe a user deleted some AP vendor invoices. How can we find deleted AP vendor invoices in Sage 300 CRE?

  • Transferring a credit balance

    How would I go about transferring a credit balance from one Vendor to another in Sage? We work with a Vendor that has a Concrete business and a lumber business and our records have each of these subdivisions as a vendor in Sage. Currently we have a…

  • 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

  • AP Electronic Payment (ACH) Remittance

    I am curous to know what people are using as remittance for their Electronic Payments (ACH) in Accounts Payable? The "notifications" report that is generated from the payment process seems pretty bare (no headings, titles etc) -- just has floating numbers…

  • 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. …

  • AP invoice payment approval report

    When we setup Invoice Approval in AP, one of the things we did was setup Approval IDs, so we could tell who approved an invoice. However, now that we've used this for a while, I can't find a report which displays this data. Is there a way to create a…

  • Outsource invoice processing

    We are considering outsourcing our invoice processing and payments. We are looking for a third party to scan, kick off workflows and pay the invoices, not invoice/payment automation. We would need to integrate the third party processor with Sage 300 CRE…

  • Subtotals in AP (Select Invoices to Pay)

    When I go in AP to set invoices up for payment ... AP - Tasks - Select Invoices to Pay - On Screen List. Is there a way to show subtotals for each of the vendors / suppliers I am paying? I do see that I can go in and view the total (by going into…

  • Correct AP and CCP

    FormerMember
    FormerMember
    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…

  • Inventory Goods Receipt and Payable Invoice Receipt

    New to Sage 100 Contractor with the Inventory Module. I'm having an issue with posting Goods Receipt and the Invoice Receipt. Goods Receipt was fine. Went to 12-4 and posted 500 units received. Immediately used qty 8 for Inventory Allocation 12-2…

  • AP invoice entry

    I have a couple of AP vendors that have multiple accounts(power, phone, internet). Is there a way set up each account under the same vendor so that it can auto fill the distributions?

  • AP. NEED A VENDOR SUMMARY REPORT

    I am needing a vendor summary report showing me all the vendors paid for 2016 and their totals. I am aware of the 1099 reports but I need all vendors not just 1099 vendors.

  • 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…

  • 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…

  • Report with blank lines

    We have changed the AP invoice aging w/cut off to show the job number. It worked great except that it has a huge number of lines that have no dollar amount. These lines just show the vendor number and name as well as the job number and name. Can someone…

  • Timberscan

    Hi, We are currently looking into Timberscan and wondering if anyone who is using it could give us the pros and cons. Would you go back and install it again if you could? Thanks, Amanda

  • Entering beginning balances

    Is there anyone who can tell me the order of modules used for entering beginning balances? I know that this is something that my consultant or business partner should help me with, but they will not respond to any of my emails. I need to get an existing…

  • Reconcile with Style!

    January is over and hopefully you've got your W2s out the door to your employees! Next up on many clients "To Do List" is reconciling their General Ledger and other financials. A great resource to aid you in reconciling your data/reports, are the following…

  • Year End - 1099's - Incorrect Year

    Hi, We use Sage, but not extensively, so issues are easily overlooked. Apparently, the entries which were made through 2013, were being entered for the year 2012. We have been using Accounts Payable for invoice entry, and then paying vendors from those…

  • AP Historical Aging

    Does anyone have an AP historical aging report they would be willing to share? Either in report designer or office connector. Thanks in advance, Amanda

  • RE: Property Management Contracts

    Jess, If I understand your issue correctly, I do not think the revenue applications (CN, AR, BL) would be helpful in your situation. You may be able to utilize Commitments within Sage 300 Construction and Real Estate accessed through Job Cost or Project…

  • Property Management Contracts

    We are a property management company, manging about 1500 units in 18 RM properties and 4 commercial buildings in PM. We need a little help managing our contracts. For example, we signed a contract for roofing work for a property with several buildings…

  • What are your best practices for using Subcontractor Compliance Management?

    What positives and negatives have you experienced with this change in version 12.1?

  • Do you use Pending Invoices in AP?

    Do you use Pending Invoices in AP? What positives and negatives have you experienced from using this process as compared to not?

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