Sage Construction & Real Estate

I need to pull a report that shows all of the following information for our past fiscal year: Vendor name, address (CSZ) number of checks, total amount paid to vendor, Type of payment (Check, cc, ACH).

Doing payroll and for one employee, I'm only paying them for an expense due. The $250 expense shows up on my time journal, Payroll Post Checks Report and the actual direct deposit check printed out. But when I look at my Check Recap by Employee, which…

Recently closed out fiscal year 2023 in the GL Module and our income posted to the incorrect retained earnings account. How would I reverse this post the earnings to the appropriate GL account?

We have finally done the impossible...we have kept a steady group of employees and have "earned" a 0% rate on our Iowa State Unemployement. Problem....every check that I processed this first payroll run gave me the warning of no amount/formula for tax…

Hello - we upgraded to 23.2 last week and now I'm trying to update Aatrix and I'm receiving this error message: "There was a problem during update process. Error downloading file https://secureupdates.aatrix.com/aatrixreleases/STL032.0/STL032.0.35395…

I have just run my Quarterly Payroll Reports. My Quarterly Employee Count Report is missing 4 employees. But these 4 missing employees have wages on the rest of the reports (Subject to Employer & Subject to Employee). The one thing in common with these…

I'm looking for best practices concerning closing jobs and handling warranty items after the initial job is closed. Reconciling WIP to the GL has been a challenge based on our current practices and reporting limitations within Sage. If anyone has any…

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…

Hello, We have a division project that caters to small projects. We are thinking if it's possible on the job cost to have Extras for the cost code. Is anyone knows or did that before? Your suggestions will be highly appreciated! Thanks!

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!

We are exploring options to import an employee master file into sage 300 CRE. What are the sage specs needed to execute this import?

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…

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…

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

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 making…

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

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.…

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 all. I am new to the group. Looking for some advice on automating timesheets. Currently, we have paper forms and manually add job numbers and cost codes into the PR module. This is not a good use of time from the collection of timesheets, reviewing…

Does anyone know the status of the new 1099-NEC changes? Will it just involve Aatrix or will it involve AP files? If so will it be in the year end release or before as a patch?

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 use a custom crystal report for our AIA type billing. Previously the items in the ITEM NO. column printed in the order that they appear in the Contract (which is correct). Recently certain items are printing seemingly randomly out of order. We did…

GL overvalued vs physical inventory at year end. I believe it's being caused by a lot of Receipt Adjustments that don't have a location showing in them. Is anyone else having/had this problem? What causes Receipt Adjustments and why do they overvalue…

Any commentary / thoughts out there for a new Sage 300 CRE implementation as to whether SSO is a good add to my business or not? Pricey. I am implementing CRE and CRM presently. Just looking for inputs for me to think about as I weigh investment against…

I am querying the Timberline replicated database located on the Kettler “ktlrhq-db1.corp.ketsco.com” SQL Server instance. I need to perform several queries into this database. This query returns total amounts for each cost code, section and job: …