• How can I change the settings where I get an alert when my estimate goes past 8% above in variance rather than an amount in commitments?

    How can I change the settings where I get an alert when my estimate goes past 8% above in variance rather than an amount in commitments?
  • labor burden/indirect cost

    We have 4 different divisions. Can you change the labor burden/indirect cost for each division seperately or is it one number for all divisions?
  • Address Book and Accounts Payable Vendors

    I just recently started to use the Address Book module. I have noticed that most of my AP vendors, although appear in address book, do not have addresses associated with them. I need to do a mass mailing to all AP and AR vendors. Is there a way to populate…
  • Payroll Tax

    I am trying to enter 2 different tax withholdings for an employee. They want 1 amount for the federal and different amount for the state. They filled out a W-4 and a WT-4. Is this possible and where do I make the changes?
  • GL Activity

    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!
  • CORRESPONDENCE LOG - ADDING MULTIPLE LINE ITEMS AT ONCE

    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…
  • Is there a way to copy customized setting for each module to a new PC?

    I 've set up a new PC and want to know if there is an easy way to copy my settings to my new PC? By settings I mean all the reports, inquiries, and such for each module that are added through Tools/Customize/Toolbar for each module; PR, AP, AR, IA...…
  • AR Collections

    What do you use to keep notes from collections on? Is there anything in Sage to use?
  • Trouble with default Pay ID when entering checks

    We process payroll using the "enter checks" function. We have an employee that went under Pay ID 5 until recently, when we switched them to Pay ID 0. It seems that no matter how we change the employee's setup, Pay ID 5 still populates as the default PAY…
  • Payroll Deduction Frequency

    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…
  • email purchase orders

    We use Microsoft Office 365 (web based) for email. We want to sent out PO's to subs via e-mail. is there a specific set up to allow this ? I realize Exchange Server was utilized in the past but is no longer. Any assistance would be good.
  • Job Cost - Setup issue

    Recently, each time I try to setup a job in Job Cost, I get a message that says "Having trouble reading this data". When I click "OK" it then proceeds to the Job Setup screen. We haven't performed any updates and it seems as though this only happens the…
  • New July 1, 2021 Pay Rate and benefits increases setting up tables for different rates by county and zone for ironworkers

    We just received the new Union Agreement in regards to California Ironworkers Pay rate and Benefit increases beginning July 1, 2021. Usually we just update pay tables and edit the Vacation Formula to produce the new wages and Benefits, However this July…
  • Unnecessary Printing

    Right now when I 'Finish' a task, say entering an invoice, making a change to Cash Management, etc., I'm presented with the Print screen where I have to click 'Start' to finish the process and then the confirmation sheet prints out. This wastes a ton…
  • Sage 300 CRE Separate Data folders

    Wondering if anyone out there can tell me if we're asking for trouble or if they've done this.. Create a new company file using a different Data folder from the default where we have existing company files/folders (i.e. C:\ProgramData\Sage\Timberline…
  • Joint Check

    Does anyone have experience tracking joint checks at the commitment level? I have attempted to set this up and it tries to pay the whole amount of the joint check agreement on the first invoice. Is there a way for me to be able to set it up at the commitment…
  • Limit access to GL accounts in SAGE 300 CRE for specific users?

    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
  • Subcontract Compliance - Release Management in CA

    Does anyone use the Subcontract Compliance feature for both Private AND Public Works projects in California? From all the articles i've read, the standard setup and options are not conducive to our state and customer requirements. I'm wondering if anyone…
  • Change Cost code accounts setup

    Hello...I believe our cost codes are set up incorrectly for my equipment accumulated depreciation. When I enter depreciation it's hitting the asset account and not the accumulated depreciation like it's suppose to. We do not have the asset add on software…
  • Applications not launching through Sage Desktop app

    We have one computer that applications (Job Cost, etc) are no longer opening through the Desktop application. We get "the application was unable to start correctly (0xc00003b)". If we open Job Cost from the Start menu, it opens. Is there a way to verify…
  • Tool Bar HELP in Accounts Payable..

    HELP.. When I go to Accounts Payable and go to Inquiry and then bring up the name of the company etc that window that comes up is so far up in the header that I'm unable to use any of the functions on the inquiry toolbar how can I get the top of that…
  • Access to type the Location in Equipment Setup

    Good Morning All, I am having trouble giving someone access to be able to Update the Location under the "Usage" tab in equipment setup. Under the role I have the individuals on, I have given them complete access to the entire Equipment module. I have…
  • Is it possible to add the same person to more than one company in Address Book?

    We have duplicates in our Address Book right now for people that work for multiple companies and I'm trying to eliminate this. Thanks
  • Setting up Multiple AR Customers to One Job

    I am trying to setup a job that will have two different customers. For the purposes of the job level P&L--I need receivables from both customers to go to the same job revenue account. I don't seem to be able to do that in job setup, which seems to limit…
  • SM WO Notes - "Customer Viewable" Checkbox

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