Sage Construction & Real Estate

I'm looking for a report in Job Cost that shows what we've invoiced to a particular job, when it was paid, invoice number, etc. The Job Cost/ Receivables Aging by Job report only shows open invoices. Once the invoice is paid, it is removed off of the…

Can we create a SOC 1 Type II report in which service auditors test the internal controls over Sage reporting?

Does anyone know of or have a report that shows the Actaul Start Date of a job? I can't seem to find one. Can only find reports that list if the job is In Progress or Closed, or the Closed date. TIA! Annie

We use Sage checks for payroll and AP and we were told by Sage that the envelopes are on backorder and its unknown when they will get anymore. Does anyone have a compatible check envelope for Sage product RN DWE323. I’ve been to Amazon and Office Depot…

Prior to closing a job, we go into Job Cost/Tasks/Enter Misc Worksheets/Contract Amount - and in Job Entry we put the percent complete to 100% and put in the either the same or a different Contract Value in the New Column. One one particular job, the…

If I run the Payment Register report by Vendor in AP to see how much we paid in rent from 1/1/21 to 12/31/21 I get one amount. But when I run the 1099 preparation report with the same date range I get a far smaller amount. What determines the amount…

I am setting up MyAssistant with a new Send a Report task. I can attach a PDF, Text, or other document to the Email portion and the email sends successfully. However, when I attach a simple two-parameter Crystal Report and manually run the task, an…

Dear team, We are recently change the printer for cheques to a latest printer . We were using HP Laserjet P1102 and we purchased a new Laerjet 107 W . But when we print the cheque , each time i have to edit the report according to values in the…

I need to run a report that shows how much we paid to various vendors, that lists amounts paid and dates. Anyone know of a report out there like that? I can't seem to find one. I would think it woudl be a standard report? Thanks in advance!

I am getting ready to submit my 1099's for 2020 and I have more than 1 form to submit for 2020. I just finished reviewing 1099 NEC and it takes me to the page to file, but I haven't finished reviewing my 1099 MISC. Does anyone know if we are in fact…

How can I fix $1 off on balance sheet? TB is balanced but total assets is rounded down while equity/liabilities rounded up. Thanks.

I have an Invoice that is showing in my aging as open however when you do an inquiry on that invoice it shows paid in full. How do I get this invoice off my aging report?

We have received our PPP loan money. We are going to begin to pay employees this week. I am considering creating a new job to track all costs including payroll, fringe, health, retirement and other costs. Is this the best way to track these costs or is…

Hello~ I need to break out the YTD jobs costs by L,M,E,S,O, but I can only do this with JTD costs. I'm a newbie and not yet familiar with all the reports. Thank you, Katherine

Does anyone know why the jobs I set up in Job Cost doesn't show up in the range selection. For instance, I'm trying to run a Labor Hours report and the jobs I set up recently aren't showing up int he ranges. Help! please and thank you!

Is there a way or method I can run a Profit and Loss for a specific time period - for example, 7/1/2018 through 6/30/2019?

When I run the "JC Receivables Aging by Draw as of Accounting Date" report, I can see all of the outstanding draws by job. However, some job numbers/descriptions show up and some don't. It's a standard report, but I've tried to customize it many times…

I am trying to streamline our process for creating submittal packages. Currently we create all of the submittals then create a transmittal and add the submittal items (including their attachments.) Whether I "Send" or "Print" only the Transmittal and…

I am trying to view via search/report what assemblies/items are being used on all current Estimates. Something that can be viewed using a report/search if it exists. That way if I need to know what all estimates contain a certain item/assembly it will…

I have created a data warehouse database within the Sage 300 CRE SQL replicated databases to merge some of the data from both Timberline and Timberscan for reporting. I have been able to write the Crystal Report and have it work when previewing from with…

I am having an issue with a Crystal Report that I have pulling the data from the SQL replicated data. The data pulls when I run the report in both Crystal Reports and also when I run from within Sage from any of our companies. Upon having a user try and…

On some reports at the end I'm seeing *!! at the end and was wondering why or what it meant

I'm trying to create a formula for a date stamp time condition but cannot seem to figure out the format used for a time constant. For example: Time Stamp > 14:30:00 doesn't work. What is the proper format for a time constant?

I am looking for a Report in Sage 300 CRE that gives a single summary that itemizes pays, pre tax deducts. other deducts, taxes in one report. I have heard other Sage products have something like this, but I have not found one in CRE.It its a report an…

We are using the AIA Forms with CO invoice format. Everything is great until the CO's page. The bottom margin runs into the preprinted AIA form section and is unreadable..How can I change that?