Sage Construction & Real Estate

How can I change the settings where I get an alert when my estimate goes past 8% above in variance rather than an amount in commitments?

Can a JOB have more than 1 contract attached and if so HOW do we do that? We have one project but two separate scopes of work and the want to different SOV's for the progress billilng?

Im trying to archive work orders in service managment using the Archive Wizard under tools. Does anyone know what could be causing this error. All dates in work order are valid. Thanks for the help. Archive Work Orders 1/3/2024 8:59 AM Criteria summary…

We have 4 different divisions. Can you change the labor burden/indirect cost for each division seperately or is it one number for all divisions?

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…

I am trying to enter 2 different tax withholdings for an employee. They want 1 amount for the federal and different amount for the state. They filled out a W-4 and a WT-4. Is this possible and where do I make the changes?

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!

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 've set up a new PC and want to know if there is an easy way to copy my settings to my new PC? By settings I mean all the reports, inquiries, and such for each module that are added through Tools/Customize/Toolbar for each module; PR, AP, AR, IA...…

What do you use to keep notes from collections on? Is there anything in Sage to use?

We process payroll using the "enter checks" function. We have an employee that went under Pay ID 5 until recently, when we switched them to Pay ID 0. It seems that no matter how we change the employee's setup, Pay ID 5 still populates as the default PAY…

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…

We use Microsoft Office 365 (web based) for email. We want to sent out PO's to subs via e-mail. is there a specific set up to allow this ? I realize Exchange Server was utilized in the past but is no longer. Any assistance would be good.

Hello, Has Sage CRE 300 been affected by the recent Log4j vulnerability? If so, is there remediation information available? Thanks, Zach

We currently bill and enter cash receipts in Job Cost, but I want to transition it over to the AR Module. How would I go about setting this up?

Recently, each time I try to setup a job in Job Cost, I get a message that says "Having trouble reading this data". When I click "OK" it then proceeds to the Job Setup screen. We haven't performed any updates and it seems as though this only happens the…

We are having issues with unauthorized people changing job cost codes, moving people around in the D-board and activating jobs. We need to set up read-only access for SM work orders and found the area to restrict access in the Security Administration…

We just received the new Union Agreement in regards to California Ironworkers Pay rate and Benefit increases beginning July 1, 2021. Usually we just update pay tables and edit the Vacation Formula to produce the new wages and Benefits, However this July…

Right now when I 'Finish' a task, say entering an invoice, making a change to Cash Management, etc., I'm presented with the Print screen where I have to click 'Start' to finish the process and then the confirmation sheet prints out. This wastes a ton…

Wondering if anyone out there can tell me if we're asking for trouble or if they've done this.. Create a new company file using a different Data folder from the default where we have existing company files/folders (i.e. C:\ProgramData\Sage\Timberline…

I was on the phone with sage for an hour and half....IF anyone has an idea let me know. 20210219154500546.pdf .

If I enter a new Commitment is there a way to track and remind myself if the contract has not been signed by the subcontracter. I see I can put a due date in the Checklist section for when I want it signed by. But is there a report or way to notify myself…

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…

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