Sage Construction & Real Estate

Why can't I see all the JOBS in Project Management when I try to do Commitment COs. Some jobs are listed but not all. This prevents me from entering a revision in Commitment COs.

Hello, We have been adding all of our holds on invoices under AP - Check Select. I am trying to figure out how to get these holds to show under an Inquiry in IQ. I notice that a "soft hold" don't show at all, when a VENDOR has a "hard hold" it shows…

Does anyone have a good method of handling invoices on hold in paperless. We want to get them into AP in order to follow the matching principle and recognize revenue. Currently the Project Manger has to approve them and notify us that that they need to…

Our company has office personnel on a semi-monthly pay cycle, and field employees on a weekly pay cycle. In both cases, the employee's benefit deductions only come out of the last check of each month. Is there a way to tell Sage in the employee setup…

Hi Everyone Is there a way to limit the GL accounts that a user can access and interrogate in SAGE 300CRE - similar to SAGE 300C >>> GL Security? Thanks Jaco

I am trying to setup a job that will have two different customers. For the purposes of the job level P&L--I need receivables from both customers to go to the same job revenue account. I don't seem to be able to do that in job setup, which seems to limit…

Hello, I have an existing company and chart of accounts but with our business expanding we have a need to add more segments to our set up and therefore would need a new chart of accounts. What is the best way to set up a new company, new chart of accounts…

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…

Over the years, having several accountants, I have discovered that some of them rather than simply changing an address for a customer or vendor would enter a completely new customer/vender with a new ID! For example, one customer is actually set up 8…

We are about to enter into agreements for several multi-phased projects. The way I see it, we have the following three options when setting this up in Sage 300 CRE: Multiple Contracts, matched to Multiple Jobs; Single Contract, with multiple Jobs;…

What is the standard practice for creating/updating labor rate tables? Do you create a new rate table every time rates change (we do annually) - or do you just update the current table with the new rates? I'm new to Sage so looking for advice on how to…

I just received a new computer from our IT department and when I go to run Recalculate Custom Totals in Job Cost, the window appears stretched and distorted. I've tried changing my computer's scaling, reinstalling fonts, etc. Is there anything else I…

Hi, I am trying to add the sample accounting data to my company list but I keep getting an error that says a company with that name already exists even though I can't see it. Can someone shed some light on what I am doing wrong? Thanks, Amanda

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.

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…

Does anyone have any experience or knowledge they can share to further the following dialog? It seems like this should be a common issue/request, so I am hoping someone can shed some light out there! Thanks! Is there any documentation/tool/utilities…

When a Bill is created and then paid, the system posts entries to GL 1200 - Accounts Receivables. How does it know to go to that GL #? I can't find the setup for that anywhere. Thanks!