Sage Construction & Real Estate

What is the difference between running a payroll report by period end date and running it by check date?

Hello, All! Does anyone know where the NACHA file is pulling the Destination Name field 11 (Bank Name) from? The name in our NACHA file is incomplete - only using 8 spaces and the allowed length is 23. It is correct at the Bank Account Set up in Cash…

I have an employee who wants absolutely no taxes taken out of their payroll check. (Federal and Wisconsin) Can someone please let me know what I need to do on the employee setup to get to this result? I put '0' in the Exemptions box but he's still getting…

I enter my payroll time manually, can I enter time over the course of 2 days and not lose anything I have already entered

I have 3 users that are creating change orders in Sage Construction Management (all on the same project) and when they are passed along to Sage Job Cost the change order total is somehow doubling. This only affects positive change orders. Is there something…

How do I set up my scanner [Epson ES-400II] to scan documents directly to the AP Invoice I am entering? I know I can scan the document and then attach it to the invoice after entering the invoice, but I want to scan it directly into Sage as part of…

Recently closed out fiscal year 2023 in the GL Module and our income posted to the incorrect retained earnings account. How would I reverse this post the earnings to the appropriate GL account?

I added a wdl transaction to a bank account via the CM edit register, and my register balance is lower than the statement ending balance by exactly the amount of this one transaction. This was in october of 2023. Now when i run the reconciliation report…

I am trying to write off part of a retainage invoice as uncollectible. I was using adjustment type "write off" but I can't seem to get it to come out correctly. It is not adjusting the balance. Suggestions?

We have finally done the impossible...we have kept a steady group of employees and have "earned" a 0% rate on our Iowa State Unemployement. Problem....every check that I processed this first payroll run gave me the warning of no amount/formula for tax…

I have an employee where I now have to withhold 20% of their weekly gross payroll checks for the state. We have a Garnishment deduction set up, but I'm not sure how to use it, as I won't know the amount to withhold until I run their payroll check. Does…

We are trying to get lines of labor into our T&M cost based billing jobs. We enter the labor through the JC Direct Costs table using category (L). The transaction date is the date worked, the accounting date being end of the work month. We are trying…

It appears federal withholding is not calculating correctly. Withholding amounts on salaried employees have increased substantially from last Friday (2023 pay date) to today (2024 pay date). If anything, withholding amounts should have slightly decreased…

Can I reprint a PR check after posting?

I'm trying to create a formula to pull rates setup on the Pay Rates table in PR. The Fields I used are "Employee" and "Job". When i use the lookup function on a custom public formula to look up a rate from my table i get an error "Too many Parameters…

Within 300CRE, has anyone been able to successfully implement Puerto Rico withholding taxes when a Withholding Exemption Certificate with Form 499R-4.1 is claimed by the employee? I am wondering if the PRSWH tax formulas in Sage need updating to account…

We believe a user deleted some AP vendor invoices. How can we find deleted AP vendor invoices in Sage 300 CRE?

I would like to set up a new payID that will automatically process some payroll dollars based on the number of days worked....but it doesn't seem to be working the way my logic is thinking. What I "THINK" should work Set up a new PR Formula that…

how do I unreconciled the previous bank rec?

My bank reconciliation is out, can I go back and re-reconcile an account? Also, we have EFT payments that get removed from the bank at the end of one month, but don't come out of our account until the early days of the next month on Sage. This is due…

While setting up the base accounts during 'generating' an error was made including some accounts tied to entities that should not have been. Is there a way to remove these accounts from those entities?

On the W-4, if an employee puts in amounts for their dependents, let's say $4000 total for 2 children, where does that get entered in the Sage payroll setup? Would I enter that dollar amount in one of the sections under 'Use W-4' checkbox? Or is it not…

Hello, I pulled an Over/Under and realized that on a specific job the JTD costs are not showing. We were billed and already paid the intercompany for their portion of the project (through TimberScan), but JTD costs isn't reflecting this. I already confirmed…

I'm looking for best practices concerning closing jobs and handling warranty items after the initial job is closed. Reconciling WIP to the GL has been a challenge based on our current practices and reporting limitations within Sage. If anyone has any…

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…