Sage Construction & Real Estate

I'm really new to Sage 100 Contractor. I have a taxable job that has 2 change orders. When I do the progress billing, it says the change order amounts are non-taxable. What do I need to do to make them taxable?

Hello, completely new to Sage so hopefully this question makes sense. For some reason the retainage amounts are off on a couple of contracts. When I go to bill the correct amount it leaves a balance (+/-). I've figured out how to correct the negative…

Hello, How can I open prior closed years? I need to go as far back as 2020.

Hello Sage Community! Does anyone know how to merge two customers together if they are duplicated in the system? Please advise, much appreciated in advance! Amanda

Hellow, is there a way to apply an AR credit to an existing invoice balance?

Ever since we updated to version 23 we have been having issues with the addons that are already saved in the DB being asked to save again (duplicating) when saving the template. If we save these addons it creates new entries with new addons numbers. When…

Once a sub is assigned to a line item I am getting this error if I try to make any changes to Description or qty: "The item belongs to a bid grid with a selected subcontractor. To make the changes to the item switch to self perform" This changed in…

I mistakenly voided a check in AP that I meant to delete, so that I could reuse the check number. How do I correct this?

We use JC to enter all our billings and cash receipts; we don't have an AR module. We mistakenly entered a cash receipt twice; how do I go about removing one of them? Thank you.

How do i clear unapplied cash from my AR aging for a customer who im no longer going to trade with? I can only think of entering a debit note. I did refund the customer via a payment and am not sure how to allocate this payment to the unapplied cash…

How do I void and reissue a payroll check from the prior year? I just closed the year in Payroll and moved forward.

I have an AP invoice that was entered in 2022 and I would like to change the job number it was posted to. Can this be complete because the GL period is closed and it is previous year?

In the past if a direct deposit was returned due to an incorrect account number I would void the direct deposit, copy and paste the record to issue a paper check. I have a new instance where the employee had a fixed $ amount going into 1 account and the…

Good morning. We have a situation where we have failed a "non-discrimination" test for Highly Compensated Employees for Flexible Spending Dependent Care, and the employee has since resigned from the Company. We have been told that we have to increase…

Our AP department deleted a vendor in Sage 300 CRE that has a commitment linked with Procore. We tried unlinking the commitment but it says that it is still liked in Sage. We tried to delete the commitment in Sage but it will not let us. How do we fix…

When posting the prepayment, I attached the PO and then posted the prepayment. This is the incorrect PO to apply the prepayment to. What is the best way to reconcile this error and get the prepayment applied to the correct PO? Thank you!

Hello! How to record payment in Sales deducted from Employees' salaries? I need to post bank transaction for the employee's net payment which is less the amount he has to pay for the company. Record payment doesn't give me that option. The Payroll…

How do I adjust the original contract value in Job Cost?

I copied an existing client invoice to create a new one faster and Sage saved it under 'Paid' without payment. I need to void it but the Void option is greyed out. Now it is inflating my AR report. I went to 1-3 Journal and can't find a corresponding…

When the cash account was set up the beginning balance was entered as a deposit. The deposit debited the cash account but credited a startup account. Now the startup account has a negative balance and is incorrect. How do I correct this error.

Hi, I have a couple of Payroll related adjustment questions. 1. It appears that when we void/reissue a payroll check, the void is offsetting the 941 Preparation report (as it should), but the reissued check is not being included in the 941 Preparation…

I am trying to do some clean up and remove old accounts that we no longer use. I'm getting a "Delete Conflicts List" that contains records from as long ago as 10 years. How do we get these "cleared" so that the account can be removed?

We use Proft Rhino/Callahan Roach for our pricing and everytime we do an update it just creates a new version in the flat rate in the service managment module. Is there a way to delete all the unwanted entries in the flate rate?

I need help. Can you explain why an inventory item shows a qty on hand, but does not show that same qty on hand in any inventory location?

Is there any easy way to change a cost code on a payroll record that has already been posted? I know you can copy, void, paste, edit and then trial/final compute but wondering if there is an easier way. I have quite a few employees that used the wrong…