Sage Construction & Real Estate

Hello, All! Does anyone know where the NACHA file is pulling the Destination Name field 11 (Bank Name) from? The name in our NACHA file is incomplete - only using 8 spaces and the allowed length is 23. It is correct at the Bank Account Set up in Cash…

I enter my payroll time manually, can I enter time over the course of 2 days and not lose anything I have already entered

How do I set up my scanner [Epson ES-400II] to scan documents directly to the AP Invoice I am entering? I know I can scan the document and then attach it to the invoice after entering the invoice, but I want to scan it directly into Sage as part of…

We are trying to get lines of labor into our T&M cost based billing jobs. We enter the labor through the JC Direct Costs table using category (L). The transaction date is the date worked, the accounting date being end of the work month. We are trying…

Can I reprint a PR check after posting?

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

While setting up the base accounts during 'generating' an error was made including some accounts tied to entities that should not have been. Is there a way to remove these accounts from those entities?

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…

I enter a lot of EFT Payments via Tasks/Record Manual/Print Checks. But often times we need to make partial payments on invoices but the EFT Payments process won't allow it. If I enter the partial payment in the top Amount field, it won't let me Accept…

In the Contracts module: we just noticed our old Contracts, from 2018, are not showing when we pull up the new contract screen. Why would they not be showing all of a sudden? I did make sure the new contract screen shows active or standard. Do our old…

Is there a way to import transactions into Sage 300 CRE CM module? With the number of accounts and transactions we post manually it's quite cumbersome to go in and out of each bank account.

I need to reconcile a bank account in a closed month. August is closed in General Ledger. I have started a bank reconciliation for September and am now needing to change the date of my reconciliation to August to close it. How can I do this?

The Accounts Payable and Retainage Payable amounts shown on my Balance Sheet have an identical variance to what is shown for Net Unpaid Balance and Retainage Payable amounts shown on the Invoice Aging w/ Cut-off Date report. The total AP/Retainage amounts…

Hi, We have cash accounts set up that haven't had balances in years on our GL and Cash Management. Can we rename and reuse these accounts? What is the best practice, please? Thanks, Cathé Young

We are a property management company with 40+ companies. Some of our tenants require a copy of EACH invoice that they are being backcharged on for common area maintenance reconciliation. Our process currently is to make a copy of each paid invoice and…

Last month I purchased 1000 checks for my Accounts Payable through Deluxe and spent a considerable amount of money. Opened the new box to use, and trying to print accounts payable checks and unfortunately unable because there are duplicate checks from…

We received a note from the IRS noting we had a late 941 deposit. Can I make this payment thru Aatrix? Will the IRS know it isnt an additional deposit rather the penalty payment?

For the past 10+ years, we've used the same pay rate table in payroll, making changes to certified classes and wage rates as required. The table allows you to input job, certified class, certified?, pay rate, base rate. For reference: I currently…

Trying to delete a commitment that has just been entered. When I click 'Delete Commitment' the system just hangs up and I have to kill off the process. Is there a workaround?

I want to write a check to one of our other bank accounts. How do I do this withou having to create an invoice to link it to? If i go to AP/Tasks/Quick Check or Manual Check, I'm still required to choose an Invoice to attach it to. I just want to be able…

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!!!

Has anyone had an invoice get paid twice using AP Generate Electronic Payment? I paid an invoice February 28th. after that date, a change was made to the distributions the way Sage taught me. Reversed prior distribution entry completelety and entered…

An employee is on Long-term Disability where the Third Party pays the employer and employee taxes with the exception of SUTA and FUTA. They also issue a W-2 to the employee. I need to process their 3rd party sick pay through the system to pay the FUTA…

Hi, We seem to have an issue where we posted a CM entry (10158) and it appears in the GL, but not in CM. This is causing our reconciliation to not tie out. In CM Batch 10158: GL Batch 10158: Does anyone know what the issue is or how to…

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…