Sage Construction & Real Estate

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…

I need to change the accounting date of a Cash Receipt Entry in Job Cost in order for my bank rec to balance. How do I do this? thank you!!!

I have an employee that moved from one state to another and forgot to tell us. We have only processed 1 payroll for this year under the wrong state and i would like to some how "reverse" out the State taxes from that state and put them into the correct…

Started a new company, but now sure how to add current.glt? Can someone please assist?

Just wondering if anyone out there is already ultilizing a vacation accrual approach based upon an employees calculated years of service (based upon dates of hire/rehire)? If so, would you mind sharing your forumals and how its setup? TIA

Capsa Ventures, LLC (A small 15-person Real Estate company in Austin, Texas) is looking to immediately hire someone who is fluent in Sage 300 CRE for a contract position for 60-90 days. This position can be done remotely. If you are available for work…

Hello, There was a inquiry about this opened a while back under the name "Sage 300 17.1.0 Logon option greyed out" but no solution was given although the person in questions stated that it was resolved, but they never said what they did to resolve this…

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…

What is the best way to record the disposal of old office equipment?

Hello World! We are a mid-sized business and are using Sage 300 CRE 17.1 rev. 7. In the contracts module, how do I close out a contract when the contract is cancelled and we have already posted the necessary refunds to the contract? We're of course…

We placed an order with a vendor. The vendor asked us to pre-pay for the merchandise. So, an invoice was created for the quoted amount and paid. We then cancelled the order and asked for our money back. The vendor kept a portion as a cancellation fee…

We have our vacation accrual pay ID set up for the employees to track the hours earned and taken. But for the end of the year, this week time and next Monday is going to be paid in January. We want to be able to rollover up to 40 hours into the following…

How do I enter customer deposits to the liability account, then deduct it from their final bill to debit the liability? There dosen't seem to be an easy way to enter, apply, and deduct in billing or accounts receivable. I figured out how to enter a…

I have been working on some garnishment formulas and have ran into a problem. We have an employee that has court ordered child support and court ordered health insurance. These combined can not be more than 50%of the employees Disposable income. BUT the…

We have employees working in the state of Iowa. Their state of residence is Minnesota. There is no reciprocity agreement in place between these two states. The employees have requested that the we (employer) withhold additional funds each week for the…

We are trying to set up an employee that would have 2 state tax withholding. We have set up the 2 states with proper exemptions and also set up the state reciprocity between the 2 states. But when we go to do a payroll check, it is only withholding for…

I entered an invoice into A/R for a customer for a job that has no cost on it. When I try to balance my Customer billings G/L with the Profit Report "Billed to Date" it isn't balancing. I'm not sure what the correct way was to post this invoice...

Can I have multiple job numbers on the same invoice?

General Ledger & A/P out of balance because of Credit Card Management. Seems like I am missing the Debit Side of the transaction when statement created or when statement voided or when payment voided. I have a negative credit card balance on my A/P report…

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…

It is a common issue that payroll checks get posted with incorrect job information that needs to be corrected in Job Cost. We usually recommend voiding the check or using Change Posted Time in payroll, but sometimes that is not an option for you. A great…

South Bay Landscape Company is currently seeking a qualified Special Projects Estimator/Project Manager to join our team. This position requires an understanding of the complete bidding process of landscape installation or renovation of projects along…