Sage Construction & Real Estate

I'm trying to "pay" invoices for a vendor, using the available credits, and creating a $0 payment via Record manual / Print quick checks in AP. After selecting all the invoices and accepting the payment, I get the error below. I've checked all the distributions…

I'm trying to setup a contract in Job Central but when I type the contract ID in the field it does nothing and the schedule of values tab is grayed out. What am I missing?

We are looking at using extras to keep track of 15 houses that are the same but want to track separately. The extra does not show up under commitments; how do we get these subcontracts entered into each individual house? Thanks

Do you know where I can find step by step instruction on how to process payroll?

Hello! We inadvertently closed the month twice on our company, which advanced it an additional month. How do I revert back one month? Thanks for your help!

How do you change a cash receipt posted to the wrong account?

I used the copy job to set up a new job we are starting that has similar cost codes to a previous job we have done. I did not realize when you copy the job it copies the estimate also. When trying to delete the job it tells me I am not able because costs…

I'm using Office Connector AP Invoice Import template and am receiving this message on the rejected import message: Vendor Mxxx0001 is a summary vendor. Summary vendor name is required. What does this mean? How do i Fix this?

I am getting this error trying to import invoices into AP. I don't know how to fix this issue. Please advise.

Does anyone have any suggestions on how we can add a line item for a credit card surcharge if a customer chooses to pay by credit card for SM invoices? It would need to "modifiable" as I am sure some will choose to pay by another method.

Is there a way to make an old company and/or division inactive? Every time we purchase a new development, we set it up as a new company, but now I have a bunch of old ones that are no longer used. I would like to make them inactive to prevent anyone accidentally…

My office manager ran payroll yesterday and had to tank it five different times. She created direct deposits two times out of the five. I have two direct deposits in Cash Management for two different amounts. One is posted and the other has not. The one…

We have a payroll post checks batch that is rejecting because debits do not equal credits. It is off 2 cents. I have the checks and the debit expense is not equaling the credit accrual. Can I override the debit expense entry? How can this happen? Can…

We have approximately 30 auto-drafts (ACH) a month to be deducted from our checking account. This is very time consuming. Can these be memorized or set up as a recurring payment?

Hi, I've tried to enter a cash receipt against a billing amount in the Job Cost function. The cash receipt has not posted to any other modules (Cash Management or General Ledger). When I go to re-enter the cash receipt, i get the error message below…

I am reviewing our vendor addresses per USPS requirements and found that if the address is to long when including the Apartment/Suite information the Apartment/Suite information should be on the line above the street address (Address line 1). If we do…

Is it possible to have two different banks in Property Management for the same property? We have tenants that deposit to a lock box and some that deposit to an operating account.

Hello, I am in the middle of entering payroll this week and just noticed that when I key in certified rate hours (prevailing wage), the total gross hourly rate is populating. It should be blank until the check is processed, then the NET hourly rate…

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…

Employee returned check saying bank refused to deposit the check because printing is too light. (True, I replaced the old printer with a new one since it was printed). So, since I have the original check, can I just reprint the check with original check…

Hello - We needed to make a 2022 entry to an entity that has not yet closed the 2023 year. The entry was to both balance sheet accounts and one expense account. While not my preferred set up - the batches are set to post automatically. This particular…

How do I post an A/R/Cash receipt against a Quick Bill?

Is there a way to enter an invoice and also enter that the invoice was paid all on the same screen? This was something I was able to do in another ERP software I was previously using, and it was a very efficient process.

We have weekly employees and semimonthly employees. This week I am processing both payrolls. I started the weekly payroll and then prior to posting it, I entered the semimonthly payroll. Now I am at the point with weekly payroll that I need to post…

HI There, I am trying to post a mixed use rent roll. Mixed use being office and retail in Property Management. My office tenants post fine, but my retail tenants are posting an error message. Error [4600] "Accrual Credit is blank" Transactions not created…