Sage Construction & Real Estate

I have a payroll question related to fringes and employee IRA contributions. This is a simple IRA and is taken before taxes. I have the fringes set up as a benefit on the appropriate paygroups with an offset for each employee based on the benefits we…

Does anyone happen to know the 'behind the scenes' math for the 5-3-2 Workers' Compensation table window? I need to know how to set it up for the most accurate job/employee costing. For example does the Liability column calculation run after the Employer…

I am new to Sage 300 and new to my role as Comptroller for my employer. I was surprised to find our Income Statement total income percentage for the month and YTD do not equal 100%. For example, for May, the total income % is 103.53%. For YTD, the income…

Hi Sage, I have an employee who wants to contribute 100% of his bonus to his 401K. The FICA taxes calculate on the full amount, so I reduced the contribution by the FICA taxes and now it calculates a state tax, which there shouldn't be a state tax…

Is Article ID 26573 in the knowledge base still applicable to set up HSA for direct deposit? Also, can I copy and paste the formula as shown in the article when I create the formula?

I'm curious if anyone has a situation similar to what we have with our 401K/Roth Matching and how they went about creating the formula. I've looked at several KBs on the Sage website and none will seem to match what we are doing or don't appear that they…

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…

Good Morning, I am new to the Sage Community about 4 months. I am evaluating the leave balances and accruals for all of our employees and I am having some concerns as to the set up. We have employees that earn 40 hours a year (new Hires) then after…

Colorado rounds the state withholding tax. Does anyone know how I get payroll to round for the State withholding?

Does anyone process Payroll direct deposits with Chase bank? It looks like they have some unique requirements. If you were able to get this to work, can you share your set up? Here is a link to their specifications: www.chase.com/.../cbo_nacha_filespecs…

I am new with the company, and not as familiar with SAGE 300. Has anyone set up a Non-Qualified deferred compensation plan? I am trying to work with Sage support, but so far two people i've talked with don't even know what a deferred compensation plan…

On the Calculations tab for an Employee (5-2-1) how do I specify that the Federal allowances specified on the employee's W-4 is "married but withhold at higher single rate"?

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. …

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…

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,…

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…

What have other companies done to setup reciprocal state withholding? This becomes an issue only when the primary state withholding is higher than the withholding in the state for the construction project. Connecticut is our primary (HQ) state. …

I want to add a calculation in my assembly that will change the labor hours behind the scenes. My takeoff unit is EA and I don't want to change that. For example: If I have a qty of 10, I want my labor hours to be unaffected. If I have a qty of…

I need to first compare 15% of Gross Pay to a flat amount of $114.75. If 15% of Gross Pay is greater than $114.75, then use $114.75. If 15% of Gross Pay is less than or equal to $114.75, then use 15% of Gross Pay. Here is the formula I have so far that…

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…

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…

We are all fairly new to this company and we have closed 2015. We did the Sage update for payroll taxes. However there are no state taxes and I cannot find the amounts we are supposed to be using to update for 2016. This is holding up our 2016 forward…

does anyone have 401k formulas setup to incorporate different amounts withheld on Bonuses. Our plan allows participates to withhold a different amount on Bonuses both 401k and Roth. We have formulas setup to calculate 401K and Roth and to compare to one…

Our company has recently undergone an accounting review and it was determined that we were not following IRS guidelines in our paying out of per diem and auto allowances. It seems that we have 2 choices: to call it an accountable plan and collect receipts…