Sage Construction & Real Estate

I forgot to close the AP year 2023 but did close my 1099 year end. Therefore in my vendor setup the 1099 totals are correct. The "Totals" tab for vendor, this year, last year, next year is not correct. Do i go ahead and just close the AP year?

We are having an issue with our auto populating the correct columns for only two of the columns - all the other columns auto populate correctly, from our PO's into our Invoicing. For example, in our PO we have Item No., Qty, Description, Unit Price, Unit…

The workflow around purchase orders and Canadian sales taxes is still not working as expected In invoices, the tax code override from the vendor works properly, and we can have the taxes calculate. In purchase orders, it reads the tax code and sets…

What's the best way to handle allowance packages in Sage Construction Manageme nt? Our situation: Our prime contract includes (2) cost codes set aside for allowances—one called "Utility Connection Allowance" for $3,000 and another called "Contingency…

Can you add multiple contract items to a contract or must you add them one by one. Often, I will have schedules of values with 100+ lines and it is very tedious to add lines individually.

Can a JOB have more than 1 contract attached and if so HOW do we do that? We have one project but two separate scopes of work and the want to different SOV's for the progress billilng?

Is there a way to email subcontracts to the vendor for electronic signature?

Hi there, Does anyone know how to add W-9s as a compliance condition? The goal is to add this step as a compliance check before releasing payments with the ultimate goal of saving time chasing W-9s come year end. No W-9 on file? No payment…

Hello, We have been adding all of our holds on invoices under AP - Check Select. I am trying to figure out how to get these holds to show under an Inquiry in IQ. I notice that a "soft hold" don't show at all, when a VENDOR has a "hard hold" it shows…

Im trying to archive work orders in service managment using the Archive Wizard under tools. Does anyone know what could be causing this error. All dates in work order are valid. Thanks for the help. Archive Work Orders 1/3/2024 8:59 AM Criteria summary…

Has anyone been able to change or override the billing method after it has been saved? I have multiple jobs that should have been set up as Quick Bill but were set up as contract and I need to either change that or override the setting. I am trying to…

I have a debate with production group who want to enter Phases in the 9-5 Takeoff under the "0 - None" Bid Item. CFO and I want the Phases to go into their respective (associated) Bid Items. What layman's explanation can I offer to help influence this…

We just started with the subscription version. How do I get the Simple Time Entry?

We are looking into the HH2 AP Workflow to replace Paperless as our AP Workflow software that pushes to Sage 100 Contractor. I think it has many benefits ... phone app/cloud based, data capture and vendor mapping, paid invoice status and payment details…

My team recently noticed some jobs which have costs posted to them, but still show as "Unstarted". Wondering what the trigger is in the software which makes a job go from "Unstarted" to "In Progress". We run several reports and even simply go into inquiry…

I am in the process of setting up the Sage 100 structure for jobs and scheduling. Most of our jobs require the use of SOVs and I am confused as to how this fits into the Sage structure. It appears that the scheduling is done at the task level within individual…

I am setting up an equipment rental company in Sage 100 Contractor and curious who else uses it for a rental company. What is the best way to track and invoice? Divisions, cost codes, etc. Thanks

How is everyone using Sage to help track dates as it relates to sending required bond / lien notifications for unpaid AR? Thanks!

When I create a purchase order, the "Ship To" information automatically fills from the job record. But sometimes we want items to be shipped to a different address or will-called. Is there a way to prevent "ship to" from auto-filling, so that users have…

Is there a process in Sage100 Contractor to input job invoices for tracking purposes but need to be marked approved (after a separate internal audit process)? Ideally invoices would not be valid in any reporting until approved.

After exporting subcontracts and purchase and setting to approved, is there a way to send all out at the same time?

Do any of you use the Cost Code option on Receivable Invoices (3-2)? What would it be used for? When I click the "Help" page for the 3-2 screen, it doesn't even mention the Cost Code option in "how to enter A/R invoices". Curious if it's something…

Hello, i'm working on the Equipment Cost module, when i go to Enter Revenues - Internal Owned Equipment Once I enter the Units for that particular piece of equipment, I would see a rate auto-populate. While keying the equipment yesterday from Friday…

I've made a mess and I do not know how to fix it. In 3-7 Progress billing I opened a job and imported the proposal. The problem being since this is a new start-up I had to recreate the progress billing we had been using. The way our progress billing…

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…