• Edit Job Number on Paid Job

    I have a situation where a job was invoiced and paid with the wrong job number.  The invoice was entered via Job Cost/Enter Billings and paid via Job Cost/Enter Cash Receipts.  Is there a way for me to change that job number so reporting is accurate?

  • Sage 300 CRE + Autodesk Build Cost Management

    Hello Sage CRE Forum!

    We are in the process of integrating our Sage 300 CRE to our new Project Management software Build Cost Management by Autodesk.  

    Has anyone here done this yet?  I expected some issues along the way but I would like to know what if…

  • Where Do I find Contracts

    I can't find Contracts anywhere. I need to see the history of our contract values.  Where do I go to find Contracts?  TIA!

  • Update 22.2

    Has anyone installed the 22.2 update?  If so, any issues or major changes?

  • New! Sage CRE Customer Resource Hub

    We’re excited to share the launch of the new Customer Resource Hub! Here you will find tools, tips, Sage online resources, industry information, and additional solutions available to take your business to the next level. Keep an eye on the hub, we’ll…

  • Tackle the construction industry's biggest challenge - Find out how.

    Join us on Thursday, November 17, at 11 am PST for a Lunch n’ Learn where we’ll discuss how to empower your team, polish your image, and improve the employee experience!

    Cost is free and lunch is on us!

    Register here to join!

  • Windows Server 2022

    Is anyone running Sage 300 CRE on a server running Windows Server 2022?  We are getting a new server and downgrading the operating system seems a bit counter-productive.

  • veteran status

    How do people track employee's veteran status in Sage?

  • Withholding by in error

    I am an Ohio contractor with many city income taxes.

    We started a job which we thought was in a city.  After one month, and 2 payrolls with that city's withholding, we verified that the job site is in a township.  No city income tax.

    What process should…

  • Announcing Sage 300 CRE Version 22.2

    What's new in 22.2!

    • 22.2 Release Highlights 
      • Install - Massive updates for improved performance, stability, and underlying technology.
      • General - SMTP support for TLS 1.2 security.
      • PR - Add new ACA field for Plan Start Date.

    • 77 individual fixes…
  • Split Name Formula for Inquiry

    is there a formula I can use to split an employee name in an Inquiry 

  • GL Sub Accounts

    Has anyone set up sub accounts in the GL using suffixes?  We want to breakdown some of our expense accounts and are trying to figure out the best way to do this.

    Any suggestions would be super appreciated.

    Susan

  • Reconcile a Bank Account for a Closed Month

    I need to reconcile a bank account in a closed month. August is closed in General Ledger. I have started a bank reconciliation for September and am now needing to change the date of my reconciliation to August to close it. How can I do this?

  • AP Vendor Clean UP

     - Is there a way to mass update active vendors to inactive status?

  • Pervasive Update

    Will the next release of Sage 300 CRE (22.2) include an update or upgrade to the Pervasive DB Engine?

  • Outstanding Deposits and Withdrawals

    On my Bank Rec Report, I have a few items under Outstanding Deposits and Withdrawls from years ago. They go back as far as 2002. My accountant is wondering if we can't clear those out somehow.  Wondering how I might do this? I saw the article about…

  • Variance between Balance Sheet Accounts Payable Amount and Invoice Aging Net Unpaid Balance

    The Accounts Payable and Retainage Payable amounts shown on my Balance Sheet have an identical variance to what is shown for Net Unpaid Balance and Retainage Payable amounts shown on the Invoice Aging w/ Cut-off Date report. The total AP/Retainage amounts…

  • Committed Item

    Does anyone have a report that will not only show invoice detail for commitments but also invoices billed over commitment?  I know it is backwards but we frequently process the commitments after the invoices are entered.  I then have to go in and attache…

  • Sage 300CRE Subscription licensing vs Perpetual licensing.

    If a Sage 300CRE perpetual user converts to Sage 300CRE Subscription licensing. What happens to the access to the applications and the data if the user stops paying for the subscription and lets it lapse?

    Thanks in advance

  • Best Practice for Setup for Cash Account

    Hi,

    We have cash accounts set up that haven't had balances in years on our GL and Cash Management.

    Can we rename and reuse these accounts?

    What is the best practice, please?

    Thanks,

    Cathé Young

  • Delinquent tenants inquiry error

    Hello,

    We use the Property Managment Delinquent Tenants inquiry to see balances that are past due. As of last week we can no longer click on the Balance column dollar amount to see the detail. We get an error that says

    "No open item records for this…

  • Save YTD ledger

    HI, I'm running a YTD ledger with multiple accounts selected in the ranges box.  Is there a way to save this report as I have to run it monthly and it's very time consuming selecting multiple accounts each time?

  • Close Current Period hasn't been run for over 6 months

    Hello all,

    I just started here in late May, and I see that the Close current period hasn't been run since December 2021. When I run it now, will it just close one month at time? I ask because when I started to run it, there were two properties listed…

  • SAGE 300 CRE PAPERLESS

    We are a property management company with 40+ companies.  Some of our tenants require a copy of EACH invoice that they are being backcharged on for common area maintenance reconciliation.  Our process currently is to make a copy of each paid invoice and…

  • AU STP2 Payroll Update - Sage 300 Construction and Real Estate

    We are pleased to announce that Sage 300 CRE has now be whitelisted with the ATO for STP2 and certified for 

    • PAYEVNT 2020
      • Salary and wages
      • Working Holiday Makers
      • Voluntary Agreement
      • Labour Hire

    An updated patch has been made available for downl…