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…

We have been using a product called "Fortue" to electronically send our waivers to our subcontractors when we cut a check. The process is really simple and it works very well. We have just been notified they are closing the company due to funding issues…

Good morning, I am hoping that I can get a little help with this subject. While going through my previous entries and payments in AP, it appears that I did an oopsie! When entering the credit card receipts, I had selected the correct credit card but…

Closed out the year in AP and rolled it to the current fiscal year, 12/31/2024. When I open AP and go to the inquiry to look at invoice register it didn't roll anything and I can't see history. How do I roll it back and reopen the prior year or undo…

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…

Is anyone currently using Timberscan for Sage 300 Construction and Real Estate? If so, what are your thoughts-pros and cons.

We started experiencing this issue 2 days ago and it seems that we are unable to get past the error. When trying to make a payment in Sage AP, my user gets the following error when trying to submit: This program is about to close. See the journal in the…

My company uses Avid Exchange to cut checks. We have a check that got outstanding for too long and Avid refunded us the money. How do I reissue the check without overstating the vendor totals for 1099 reporting purposes. Here are the problems I came across…

How do I create a report that will show me a summary balance total paid to a Vendor/Subcontractor in a specific time period ?

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

How do I go about generating a list of vendors sorted by their payment type? I want to know which vendors I pay are paid by EFT, Cheque, etc.

Does Sage prevent creating one vendor with multiple accounts if you enter a duplicate EIN number? I have two companies that have the same name except one is an LLC at the end and one is an INC. They are two different companies, but it brought up the importance…

We are beginning a project in which our subcontractors are to be excluded from our insurance audit totals. Since these same subcontractors may be working on other projects for us that will be included in the audit totals, does anyone have a solution would…

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…

I just recently started to use the Address Book module. I have noticed that most of my AP vendors, although appear in address book, do not have addresses associated with them. I need to do a mass mailing to all AP and AR vendors. Is there a way to populate…

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…

We are having issues with getting subcontractors who have billed retainage to show up on a report since Sage 300 refuses to create a "bill retainage" button in AP. When I submit reports to management they have no idea a retainage bill from a subcontractor…

When using accounts payable - as an example - the pop up windows contents are extremely small. I am running windows 11. I have contacted technical support and anyone they will forward me to. The only answers I have gotten have been to purchase non hd…

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

I am looking for a way to improve our AP methods. We currently have all paper invoices and delivery receipts and lots and lots of paper. Does anyone out there use Sage Paperless APFlow? Do you like it ? How was the transition?

Hello, I use the Sage 300 Construction Correspondence log in the Project Management Module. I often have to hand type out 8-10 lines of repetitive information for each subcontractor I enter in the log. Is there a way to give the system the name of a…

We are encountering issues where hh2 stops synching with Sage due to the new monthly subscription model. The Sage pop-up message in regard to license expiring halts the synch. We have to click the "do not show again" box to eliminate the message then…

Is there an app that can be integrated with Sage300CRE to sign cheques electronically? Owner wants to approve invoices for payment first and then accounting staff will either print the cheque or EFT.

When selecting invoices to pay, is there a way to add a condition to filter by vendor type? We run weekly supplier cheque runs and we haven't found a way to filter these vendors out from the subcontractor vendors.

- Is there a way to mass update active vendors to inactive status?