Sage Construction & Real Estate

We have been trying to get more of our vendors to sign up for ACH payments instead of checks. The process to change the payment type as we are currently doing it, is cumbersome. We are currently going to every open invoice in Tasks/Change Invoice and…

Can anyone tell me where you can set and/or adjust check limits in Accounts Payable?

I have a team member that needs to record EFT payments. They have the security settings to "Record Manual Checks" but not EFT Payments. I have full Security Administration rights but I cannot find how they have partial security settings of Payment type…

I have a vendor I need to delete and when I try to delete thru vendor setup I get the message "This vendor cannot be deleted because it has miscellaneous job compliance items." I have deleted all records on this vendor related to compliance items - on…

We need to make payments on our corporate credit card faster than the invoices approval and statement reconciliation process will allow. We will go online and make an arbitrary payment of $500,000 as an exemple. We need a means to account for that payment…

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…

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

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…

Can anyone line up the office connector reporting to the following report within AP AP --> Reports --> Invoice Regesiter --> Invoices Selected for Payment I would like to generate this report within Office Connector to have the information within…

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

How would I go about transferring a credit balance from one Vendor to another in Sage? We work with a Vendor that has a Concrete business and a lumber business and our records have each of these subdivisions as a vendor in Sage. Currently we have a…

Hi All, New user to "Sage". I am trying to determine whether or not there is a "Finder" in Sage 300 AP Module that is similar to the Finder in QB Desktop. Right now I go into my Invoice or Vendor Inquiries to do my searches. Appreciate any assistance…

Is it possible to set up to print journals for AP only? If so, I need to the journal to not only print but also be able to save it to a file. Thanks. Jannice

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.…

Hi, I've read the knowledge base "How do I pay invoices with a credit card and then pay the credit card agency?" We follow this process which involves creating 2 separate Invoices and paying them out (one to the vendor and one to the credit card company…

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…

Does anyone have a report that runs AP invoices by job AND includes the check number and check date? I found the A/P Payment Register by Job but it doesn't include the Invoice Number(s) and I'm not savvy enough to adjust the report to include the invoice…

Our GL is correct, but as a result of a conversion issue, we have an AP Invoice stuck on our aging report that we do not wish to show up there. We do not wish to pay it, because then our GL will be off. Is there a way to remove this invoice from the invoice…

I am curous to know what people are using as remittance for their Electronic Payments (ACH) in Accounts Payable? The "notifications" report that is generated from the payment process seems pretty bare (no headings, titles etc) -- just has floating numbers…

Dear Team, Re posting the issue again to get more attention , the problem is unsolved and demanding immediate attention. We have noticed a strange issue in treatment of VAT. The VAT is calculated in AP correctly and reflected in VAT report as well…

Is there anyway to set different terms on a Vendor if they have differing terms based on negotiations for specific projects? I know one way would be to set-up separate vendors but that becomes a whole other issue. I'm trying to figure out a way to simplify…

We use Timberscan to import invoices in Sage for electronic copies. I sometimes have to print a stored invoice from the AP inquiry screen. It has always worked fine up until this week. Now when I print any invoice (no matter how old) the print out has…

We are new to Sage and yesterday I tried my hand at putting in quite a number of recurring invoices. This did not work out so well due to various payment dates setup in the vendor masters, which I corrected. Now I have a bunch showing as being due. …

Hello, I have an end user that reclassed about 50 invoices that were coded incorrectly. The AP > Change Invoices allowed him to make the change, however AP crashed when he posted the changes. I didn't get an error code, but I'd like to know best practices…