Sage Construction & Real Estate

Is it possible to have a non-taxable part/item in a Sage PO? Frequently, freight is not taxable so we're having to manually adjust the tax amount when paying invoices from POs in 4-2. Thank you!

I just recently started to use the Address Book module. I have noticed that most of my AP vendors, although appear in address book, do not have addresses associated with them. I need to do a mass mailing to all AP and AR vendors. Is there a way to populate…

When using accounts payable - as an example - the pop up windows contents are extremely small. I am running windows 11. I have contacted technical support and anyone they will forward me to. The only answers I have gotten have been to purchase non hd…

Is there a process in Sage100 Contractor to input job invoices for tracking purposes but need to be marked approved (after a separate internal audit process)? Ideally invoices would not be valid in any reporting until approved.

Hello, I use the Sage 300 Construction Correspondence log in the Project Management Module. I often have to hand type out 8-10 lines of repetitive information for each subcontractor I enter in the log. Is there a way to give the system the name of a…

I put payment number in and should have left it blank. Can I change the payment number at the top of the Amortization page?

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…

Good Afternoon, I'm looking into using the Subcontractor Compliance Management module and the only part about that seems like it will take too much time is the certified payroll reports required from subcontractors. I can't see a way to have required…

Does anyone have experience tracking joint checks at the commitment level? I have attempted to set this up and it tries to pay the whole amount of the joint check agreement on the first invoice. Is there a way for me to be able to set it up at the commitment…

Can you set up a vendors discount to be taken after the tax? Our supplier has changed to calculate the discount on the total amount with tax.

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....

Does anyone use the Subcontract Compliance feature for both Private AND Public Works projects in California? From all the articles i've read, the standard setup and options are not conducive to our state and customer requirements. I'm wondering if anyone…

Is there a condition that can be applied that will allow a batch of check to only print if they are under a certain dollar amount? I am needing my checks to be split up by dollar amounts. So I will go in and select all of the invoices that need to be…

HELP.. When I go to Accounts Payable and go to Inquiry and then bring up the name of the company etc that window that comes up is so far up in the header that I'm unable to use any of the functions on the inquiry toolbar how can I get the top of that…

Just a general question, what is the difference betweeen the 4 Vendor Types as in the Job Compliance section? Thank you in advance Susan

Is there a way to assign commitment-specific payment terms? For example, we'd like to offer our subcontractors quick pay terms in exchange for a discount on certain projects. If they opt for it, is there a way to assign payment terms on just that subcontract…

Is there a way to inactivate old Credit Cards? I was able to inactivate the sub-account, but the old credit card still shows up in the list (when entering Credit Card receipts). The only option i have is to Delete the card, but it won't allow that either…

Hello, I am trying to figure out how to change the Bank Account when selecting checks so that it always picks our new bank account. I have to manually go in and change from our old bank account to our new account it does not have this as the default…

Why do the check number when selecting a Bank account to pay AP invoice not change based on bank selected. when you get to the screen with bank account and check number and choose a different bank account than the default the check numbers dont change…

I have been doing this for a long time - but maybe I cant see the tree's.... How can I setup a Misc. Compliance item for a vendor that is required for every Job (that is Job specific - requiring a received date) without having someone enter them in…

Managing credit cards is no easy task, and becomes much more difficult when we have to manage multiple cards for a company. That’s why we have built a set of Credit Card Management tools into the Accounts Payable module in Sage 100 Contractor. This allows…

We have a client with many subcontracts that have retainage and require joint check. The issues is the joint check recipient should not be included in retainage when paid. Don't want to have to manage every invoice. Any ideas?

We have approximately 40 separate entities that may or may not use credit cards. Is anyone using CC Management in that type of environment? If so, are you setting up a separate Credit Card "Bank" for each entity?