Sage Construction & Real Estate

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 had difficulty…

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. …

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 income tax…

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…

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…

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.

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…

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…