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…

My bank reconciliation is out, can I go back and re-reconcile an account? Also, we have EFT payments that get removed from the bank at the end of one month, but don't come out of our account until the early days of the next month on Sage. This is due…

We have some issues with Sage 300 CRE v22.2 where the client workstations won't connect to the company folders unless we change the Actian service logon user to a domain controller. We receive an IO error status code 94. I've read over some of the documentation…

I am wondering if anyone has had luck getting a 80 byte format for direct deposit from Sage 300 CRE. Is there a report that has been created that Canadian business can use?

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

I will once again vocalize my HATRED for these required end of the year upgrades....as if there isn't enough Government reporting etc going on in December, lets go ahead and add a mandatory upgrade of major versions to the task list. Back on track…

Hi all, A couple of clients were interested in making use of Sage 300 CRE, but were hesitant to switch to this software due to lack of documentation on any web API or similar. From reviewing the product documents available on the customer portal, I gathered…

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…

I want to write a check to one of our other bank accounts. How do I do this withou having to create an invoice to link it to? If i go to AP/Tasks/Quick Check or Manual Check, I'm still required to choose an Invoice to attach it to. I just want to be able…

I have Cash Management register (CM) matching the bank account. The General ledger (GL) didn't pick up this transaction. CM is reconciled. how would I add this to GL and keep everything balanced? last time this happened, I had to do a funky chicken…

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…

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…

We have been using Sage Paperless for the past 5 years and it has done everything we needed it to so far. It cut down our initial AP process from 22 working days start to finish to about 10. However, we have transitioned to 1 person in accounting vs.…

Dear Team , Can we renew our Sage licenses directly through Sage customer portal without using a reseller ?. We are located in Bahrain and we wish to renew licenses directly from Sage . Would there be any problem in renewing directly ? In future if…

We have a separate GL set up for cash on account (it's not related to any specific customer, it's just a generic GL) that our cash applications people put funds to when they can't find an invoice to apply it to. If an invoice exists (but they had difficulty…

I am trying to connect to Sage 300 CRE via JDBC. I understand that Sage is built on pervasive and I am able to connect to the default pervasive database called demodata and read tables. i am looking for guide to read Sage specific tables using this…

Hi Folks, Does Sage300 provides any web api to receive the data from external system. If yes, please provide API documentation. Thanks.

We are new to Sage and yesterday I tried my hand at putting in quite a number of recurring invoices. This did not work out so well due to various payment dates setup in the vendor masters, which I corrected. Now I have a bunch showing as being due. …

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!

Is Article ID 26573 in the knowledge base still applicable to set up HSA for direct deposit? Also, can I copy and paste the formula as shown in the article when I create the formula?

We have been a long-time user of Sage 300 CRE (10+ years). The upgrade and product enhancement process has always been poor, and it seems to have gotten progressively worse in the past few years. I'd go as far as to say it's egregious - users pay thousands…

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

We wrote a check to our client to return their share of cost savings on the completed project. How do we decrease the income on the job to reflect this? I charged the check to a misc GL account until I could figure how to this this correctly.

I’m processing my first new employee under the 2020 W-4 form, and I cannot reconcile using the IRS tables to verify Sage’s calculation. Anyone see where I am going wrong? Single, $2000 for dependent, $860 taxable this week, state is NH (no income tax…