Sage Construction & Real Estate

Can I do a journal entry to move a transaction to from one job to another? Not from one account to another but from one job to another

If an account needs the balance adjusted, do you just do a simple 1-3 journal entry for that?

I have retainage owed to a subcontractor, and now given a backcharge against their contract, which zero's out what I would have paid them in retainage. How do I make it disapear from the payment selection. I've tried to print a zero $ check, but Sage…

When we receive a payment from a customer that is pennies or a few dollars short I want to post this to a catch all GL account. I put overpayments of pennie/dollars in this account when entering Cash Receipts, but I can't enter negative amounts. I really…

I entered a salary employees payroll check and subsequently he turned in time to bill clients. I voided the first check and entered the time and posted to same check number. Now it appears that the bank balance is off by this amount when I look at the…

What would be the best way to delete parts created in sage 100 and start from scratch as it has become somewhat of a mess.

How do I create a credit invoice for a vendor to use on a bill at a later time?

In Accounts Payable How to I remove $0 distribution in invoices? These invoices shows up in "invoices to pay"

What is the proper way to replace an existing invoice image in paperless before it is exported as well as after it is exported? I have my work-a-rounds, but I want to know the proper way the system was designed for.

How would I go about posting an ERC credit? I just received a check from the IRS Alan S

How do I correct a misspelling of our company name that appears on our checks in Accounts Payble in a shared data folder.

We offer optional life insurance on a payroll deduct, post tax. Tax withheld then premium taken. We learned an employee was paying a premium on a policy that wasn't active. We no longer use that company (sine 7/1/22) we are giving those premiums back…

I posted a bill on the 3-2 screen and then posted a credit to the same job for the same amount. Instead of washing out, the 2 bills are showing up on my 11-1-3-81 aging a/r report. How can i get this to wash and drop off? Thank you!

We had costs posted to a project that should have gone to an overhead GL account. How do I move them off the job and post in the correct GL?

I just noticed that when i set up the AIA contract items I accidently entered lump sums instead of putting the units and unit prices. I already approved the contract. I unapproved the contract items because I thought I would be able to add the units and…

How do I process a duplicate payment?

How to void credit card receipt?

We have a job that I need to do a bill credit to the retention. This isn't a write off. We elected not to bill the owner for the remaining outstanding retention. I searched and read that Sage doesn't offer the ability to do a bill credit to retention…

Why did the percent complete change on my invoice in billing after I voided the original invoice and tried to create it again? An contract based invoice was generated in Billing and it was incorrect. I voided he invoice but when I went to generate a new…

Doing some housekeeping and trying to delete or void unneeded/obsolete entries that are either "open" status or "submitted" status in Sage. We did "post" (2) different entries and then voided them but they switched back to "submitted" status. The…

We have a customer that we received a deposit payment on a project 2 years ago. They have since shrunk the project and we cut them a check to refund them a majority of their monies. How do I adjust this in JC/AR/Cash management. My thoughts are we…

When cutting a partial check for a commitment, it always messes with the retainange, leaving some of it in the Outstanding AP column and it should be in the retainage column. There are very few options to correct the retainage when cutting the check.…

I was told to create a credit memo with negative amount for a partial vendor refund. Once my credit memo is created as an invoice, I was unsure what next step I need to take in order to apply this negative amount to the original invoice?

I need to close December to start working on January, but our tax dept is going to have adjusting entries that I will need to post in December.

We have a job that all billings have gone out and retention paid. There is a check that needs to be issued back to the owner to reduce the profit on the job. Would we just enter a check back to the owner in AP to offset revenue?