• Why can't I see all the JOBS in Project Management when I try to do Commitment COs

    Why can't I see all the JOBS in Project Management when I try to do Commitment COs. Some jobs are listed but not all. This prevents me from entering a revision in Commitment COs.
  • Job Cost Accounts Receivable Paid Report

    I'm looking for a report in Job Cost that shows what we've invoiced to a particular job, when it was paid, invoice number, etc. The Job Cost/ Receivables Aging by Job report only shows open invoices. Once the invoice is paid, it is removed off of the…
  • Invoice Holds

    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…
  • Bank Reconciliation

    Good morning, I inadvertently finished a reconciliation that was not finished. My account is not balanced. Is there a way to unreconcile a bank account, or correct the reconcilation?

    I am looking to chat with someone who uses the Inventory & Purchasing module in Sage who is an expert in set up & function?
  • Create-A-Check End of Life

    What is the best way to print AP checks? We are using Create-A-Check but it is my understanding this program will not be available after the end of the year.
  • Bank Reconciliations

    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…
  • Sage 300 CRE - workstation actian services require domain admin

    We have some issues with Sage 300 CRE v22.2 where the client workstations won't connect to the company folders unless we change the Actian service logon user to a domain controller. We receive an IO error status code 94. I've read over some of the documentation…
  • Canadian EFT/Direct Deposit

    I am wondering if anyone has had luck getting a 80 byte format for direct deposit from Sage 300 CRE. Is there a report that has been created that Canadian business can use?
  • Sage 300 CRE GL system has a SOC 1 Type II report in which service auditors test the internal controls over Sage reporting

    Can we create a SOC 1 Type II report in which service auditors test the internal controls over Sage reporting?
  • Job Actual Start Date

    Does anyone know of or have a report that shows the Actaul Start Date of a job? I can't seem to find one. Can only find reports that list if the job is In Progress or Closed, or the Closed date. TIA! Annie
  • Apps for Property Management

    I am looking for an app that allows the tenants to log in to their account to pay their rental due like we log in our credit card to see all the activities.
  • Do I need to update to 22.2 if I use Aatrix for W2s and 1099

    I will once again vocalize my HATRED for these required end of the year upgrades....as if there isn't enough Government reporting etc going on in December, lets go ahead and add a mandatory upgrade of major versions to the task list. Back on track…
  • Sage 300 CRE Integration, does this software include a web API?

    Hi all, A couple of clients were interested in making use of Sage 300 CRE, but were hesitant to switch to this software due to lack of documentation on any web API or similar. From reviewing the product documents available on the customer portal, I gathered…
  • Customer viewable notes not appearing in purchase orders / Service Management

    About 4 days ago (11/17/22) , suddenly the customer viewable notes on our purchase orders stopped appearing. The "Customer Viewable" box is *definitely checked. Has anyone else experienced this or found the solution? Thanks
  • Withholding by in error

    I am an Ohio contractor with many city income taxes. We started a job which we thought was in a city. After one month, and 2 payrolls with that city's withholding, we verified that the job site is in a township. No city income tax. What process should…
  • Check Envelopes

    We use Sage checks for payroll and AP and we were told by Sage that the envelopes are on backorder and its unknown when they will get anymore. Does anyone have a compatible check envelope for Sage product RN DWE323. I’ve been to Amazon and Office Depot…
  • Issue a Check without Invoice attached

    I want to write a check to one of our other bank accounts. How do I do this withou having to create an invoice to link it to? If i go to AP/Tasks/Quick Check or Manual Check, I'm still required to choose an Invoice to attach it to. I just want to be able…
  • Revised Contract Amount not Posting

    Prior to closing a job, we go into Job Cost/Tasks/Enter Misc Worksheets/Contract Amount - and in Job Entry we put the percent complete to 100% and put in the either the same or a different Contract Value in the New Column. One one particular job, the…
  • Cash Management Entries to import into CM Module in Sage 300 CRE

    Our office manually keys in a number of transaction daily into the CM module. I was wondering if there is a way to import transactions directly to the cash management module.
  • Cash Management Register's Posted & Reconciled, But General Ledger didn't catch transaction.

    I have Cash Management register (CM) matching the bank account. The General ledger (GL) didn't pick up this transaction. CM is reconciled. how would I add this to GL and keep everything balanced? last time this happened, I had to do a funky chicken…
  • Does anyone have a good method of handling invoices on hold in paperless?

    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…
  • Payroll Employee Setup Window "Last Check Amount" is blank because it doesn't pull in Direct Deposit amounts

    Is there a way to fill the "Last Check Amount" in Employee Setup with Net Direct Deposit information instead of this field remaining blank (since they didnt get a "check")? OR is there a way to add a field in the Emplyee Setup to show the last DD Amount…
  • 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…
  • 1099 amounts

    If I run the Payment Register report by Vendor in AP to see how much we paid in rent from 1/1/21 to 12/31/21 I get one amount. But when I run the 1099 preparation report with the same date range I get a far smaller amount. What determines the amount…