Sage Construction & Real Estate

I can't find a report or a notification set up for Invoices marked as On Hold in Paperless. We had a problem with an invoice being approved while still marked as on hold and it never got exported. Where do I find just the invoices that are On-Hold?

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…

Hello! When we enter commitment change orders, they are saved with a "Pending" status until management approves them to be issued. We have one commitment change order that was updated as approved, but the totals on the commitment are now incorrect. …

We have several jobs/contracts with allowance items, that once fulfilled we like to no longer have posting to that cost code or extra. Is there a way to block or at least get an error message that a particular cost code or extra on a particular job is…

AVIF Support Services / Flowpoint is seeking a full-time Accountant. It is mandatory that the Accountant have at least five (5) years of accounting experience using Sage 300 CRE accounting software. No applicant will be considered for this position that…

Hi, I am runing the sage 300 version 16.1, and I am upgrading to 18.2. Do I have to wait for the upgrade before I run my first payroll for 2019??

Hi Everyone, In January, we will be starting to use the management fee function in property management, but we have a dilemma. A percentage of the fee revenue will be flowing to a manager in the same folder as our properties and a percentage will go…

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…

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 couple…

Why would my amount paid not match my amount invoiced on a committment report when I went back and changed the invoice to be linked to the proper commitment?

Hello, We currently run multiple (50+) companies through Sage 300. Most companies are dissolved after 3-4 years. Is there a way in Sage to deactivate a company to preserved the GL history but prevent anyone from posting to that company in the future…

Hello, I'm just curious how any of you are entering your Subcontractors retention invoices. I was shocked to learn from the gal who did our software conversion that Sage 300 doesn't really allow you to enter retention invoices (on the A/P side). We…

Is there a formula I could use for partial direct deposits where the net check after Process Payroll is less than the amount to go to that account? Example: Employee wants $750 to go to a specific account, with reminder going to another. This week,…

We have the flag preventing posting to closed jobs turned on in our job cost settings. When a user gets that message that they can't post, they just go into the job setup and just change the status to in progress, and then go ahead and post their transaction…

Looking for a formulaa to simply look into the PR-Check table and return to me an employees maximum date within the Pay Period End Date field . As the help file suggests, the MAX function is only used for numbers and Sage doesnt like it when I try to…

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…

Bank Balance vs Cash Balance vs Bank Register What is the difference between these balances? Thank you.

from "Inventroy - Post Inventory Costs to Job Cost" a batch is created to be posted in JobCost. In "JobCost - Post entries" and selecting the IV batch, it processes the posting. However, the "Job Cost Post Entries Report" shows the line items as "REJECTED…

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.

I am new to using Sage Estimating and am in the process of upgrading to 16.11 SQL. That being said, I am being asked if there is a way to set up a salary PM that will hit the Labor category but will NOT follow any markup rules that apply to that category…

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?

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…

When I enter a subcontract in JC with multiple job numbers and then run the MyAssistant task "JC Subcontracts without a signed contract", the result does not include that subcontract. Even though the "Signed Contract Received" checkbox is not checked…