Sage Construction & Real Estate

How to change the year in AP Settings?

Hello, We are going to start paying someone mileage weekly in their checks. If I want that money from reimbursements to go to a savings account, can I set that up? Mileage total WE 10-08-23 = $100. On employee's check, I want that $100 to go…

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 getting more requirements from our Owners to formally report our Tier 1 and Tier 2 Diversity spend. We have all of our subcontractors set up in Procore with their diversity status but it looks like getting the spend report out of there is not going…

Need to find a way to track sales tax charged on invoices for tax exempt jobs. Is there a way to setup a job as tax exempt in Contracts? Sorry, but I'm new to Sage and without a lot of direction....

Is it possible to have the "Customer Viewable" Checkbox unchecked as a default?

I am trying to figure out how to make the Phase field in AR for Invoice Distributions functioning since clearly when setup originally that was not completed. I understand that this has to be done in GL > File > Company Settings > Custom Descriptions…

When I go to Property Management/Setup/Interest Rates, the dropdown for the Interest Value field only has one option, SD. Can I create additional Interest Values? Since we operate in different states, the interest rate we accrue is different for some…

Increased text size to 125% on new larger monitor but it did not extend to time entry screen. It appears that it does not extend to any screen beyond the home screen of all modules. This is very disappointing! Anyone found a workaround?

I lost the ability to attach equipment cost in payroll

Is there a way for Sage300CRE modules to make intercompany receivable and payable entries between different companies in different datafolders? Currently we use intercompany accounting but the companies are all within the same data folder.

Using Sage CRE 17.1.6 desktop, I have one person whose options under Applications are blank - His favorites are fine. You can open his configuration on another machine and it works fine. application section is blank on any configuration he opens on…

When attempting to launch print files from desktop the print file window does not open, but another desktop.exe is launched. NTFS permissions to the print files locations are the same for these users as others who are able to launch print files successfully…