• Inquiry Conditions

    Is there a way to restrict a user from changing a condition on an inquiry?
  • 1099s

    How to change the year in AP Settings?
  • Mileage

    Hello, We are going to start paying someone mileage weekly in their checks. If I want that money from reimbursements to go to a savings account, can I set that up? Mileage total WE 10-08-23 = $100. On employee's check, I want that $100 to go…
  • GL Activity

    GL Activity - Items are not hitting GL for the bank account, AP, AR until bank reconciliation is completed. Is this a setting? Thank you in advance for all answers!
  • Log4j Vulnerability

    Hello, Has Sage CRE 300 been affected by the recent Log4j vulnerability? If so, is there remediation information available? Thanks, Zach
  • Subcontractor and Tier 2 Diversity Spend

    We are getting more requirements from our Owners to formally report our Tier 1 and Tier 2 Diversity spend. We have all of our subcontractors set up in Procore with their diversity status but it looks like getting the spend report out of there is not going…
  • Tax Exempt Jobs

    Need to find a way to track sales tax charged on invoices for tax exempt jobs. Is there a way to setup a job as tax exempt in Contracts? Sorry, but I'm new to Sage and without a lot of direction....
  • SM WO Notes - "Customer Viewable" Checkbox

    FormerMember
    FormerMember
    Is it possible to have the "Customer Viewable" Checkbox unchecked as a default?
  • Best Practices for user permissions within an organization.

    Working with a medium sized business, approximately 50 employees. 5-6 employees who work in various accounting modules. I am the IT director for this company and the question has come up for who should have full administrative rights within Sage. Currently…
  • Equipment Repair Jobs For tracking all equipment costs

    I am attempting to created equipment repair jobs to track all shop personal activities. We use HCSS Heavy Job for time keeping in the field and we are looking at having our mechanics use it. Does anyone have a good template for equipment repair labor…
  • Can I setup more than one interest value for calculating security deposit interest?

    When I go to Property Management/Setup/Interest Rates, the dropdown for the Interest Value field only has one option, SD. Can I create additional Interest Values? Since we operate in different states, the interest rate we accrue is different for some…
  • Sage Field Operations Work Flow

    We are in the very early stages of switching over from SCA to SFO for worker time capture (Assignment Time) I am wondering if there is a resourse anywhere for a work flow/procedure from intial time entry, through Supervisor Review and approval, to project…
  • I lost the ability to attach equipment cost in payroll

    FormerMember
    FormerMember
    I lost the ability to attach equipment cost in payroll
  • Intercompany Accounting between Data Folders

    Is there a way for Sage300CRE modules to make intercompany receivable and payable entries between different companies in different datafolders? Currently we use intercompany accounting but the companies are all within the same data folder.
  • Increase font size on enter time screen?

    Increased text size to 125% on new larger monitor but it did not extend to time entry screen. It appears that it does not extend to any screen beyond the home screen of all modules. This is very disappointing! Anyone found a workaround?
  • How to prevent users from posting to a particular general account?

    FormerMember
    FormerMember
    Hello All, I've recently set up record security hoping this would lock users not authorized from posting to a GL Company such as 305-000. However, after locking my prefixes and GL companies, that only prevented users from being able to run reports…
  • Is anyone using electronic payments to upload files to Wells Fargo in a flat file format?

    Is anyone using electronic payments to upload files to Wells Fargo in a flat file format? This is not the NACHA text file format supported in the program.
  • Options under Applications are blank

    Using Sage CRE 17.1.6 desktop, I have one person whose options under Applications are blank - His favorites are fine. You can open his configuration on another machine and it works fine. application section is blank on any configuration he opens on…
  • Print files launching a second desktop.exe - 16.1

    When attempting to launch print files from desktop the print file window does not open, but another desktop.exe is launched. NTFS permissions to the print files locations are the same for these users as others who are able to launch print files successfully…