• Inquiry with last invoice date for a job/contract

    I have been searching everywhere to find an inquiry that has the last billing date for a contract. Does anyone know if such a thing exists? I can't even find where this information is stored in contracts, billing, job cost, AR, anywhere. Your help is…
  • Contract amounts are not pulling over to WIP/job cost but all items are linked

    We have a contract that seems to be set up properly, but the contract amounts are not showing up in the WIP or job cost inquiries. All items in the contract are approved and linked to a job. The job is set up for 'use contracts'. I found one difference…
  • B2W Estimating and Track

    Is anyone using B2W Estimating or Track? We have been using estimating for close to 2 years but I haven't been able to correctly import an estimate into Sage. We have Track but have not started using it yet. I'd like to find out if anyone is using B2W…
  • Job Cost Commitment edits in AP

    We have a commitment entered. The vendor and job are tied to the commitment. We’ve been told by the help desk that there are no edits in an AP entry to prompt to add the commitment. SAGE suggested sticky notes or leaving the insurance out of the system…
  • Job Cost Accounting & Closing Cancelled Contracts

    Hello World! We are a mid-sized business and are using Sage 300 CRE 17.1 rev. 7. In the contracts module, how do I close out a contract when the contract is cancelled and we have already posted the necessary refunds to the contract? We're of course…
  • Contract Billing report

    I am looking for a report that compares the contract item billed amounts with the cost amounts in job cost.