Sage Construction & Real Estate

can I still close January while the payroll entries for February are processed but still in the new file?

Can I make GL entries to closed years?

I need to remove retainage from posted and paid AP invoices for one vendor. Our PM approved a retainage invoice as a regular invoice. It got posted and paid. Now I need to get rid of the retainage balance for this vendor on a job.

Wyoming has a Work Comp calculation of 58.00 per year. Does anyone have any advice on how to set that up?

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…

Hi, Where I can find a training video of closing old jobs and move them to archive? Sepideh

Can I reprint a PR check after posting?

How do you process a check for a Refund from a Supplier without showing it as income or applying it to Job Costing? Example: We replaced a defective water heater, we paid for the water heater and the supplier refunded the price by sending a check. When…

I have an Invoice that was entered as a CREDIT CARD RECEIPT. I changed the Document Type to Invoice. How do I find this invoice in Invoice Manager in order to route out for approval?

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

A WO generated for one of the agreements that is set up to invoice quarterly (not time of service billing) for a set dollar amount When we completed the maintenance and I went to close the WO, it generated a separate invoice not linked to the agreement…

What is the Payment Date used for? I want to make sure I am using this feature with the correct date. Thank you.

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?

When I am entering invoices, I would like it to always be like this: I want the payment type to default always to electronic, for every vendor, but it is usually cheque. I think it would save a lot of headache and accidental entries being made as cheque…

Upon job set-up, the original contract value was accidently entered in the misc worksheet instead. We attempted to 0 it out, but this just caused a negative transaction on the misc worksheet. Is there a way to remove the misc worksheet entries for a job…

I am wondering if anyone has had pending invoices frozen in Accounts Receivable and how can you get them to post or clear them. We are not sure how they got there.

I pay our Home Depot invoices online a couple times a month in order to receive an early-payment discount. The invoices have been entered in Sage300 Accounts Payable, and I'll record the payment through "Record Manual/Print Quick Checks" and selecting…

I have a couple jobs that were set up with the wrong county/local. Is there a way to reprocess payroll without voiding checks to correct this? I have updated the job local table to reflect the correct county now. The time needing corrected is in the current…

What is the best approach to enter job specific WIP entries? Should I create a WIP cost code?

When service techs submit their time through Sage Field Operations. It feeds over to Edit Time Entries in Service Management. We go to post the entries to payoll, but get the error that the job has an invalid job cost code. To get pass this we tabbed…

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…

One of my employees messed up year end date for a direct deposit file with year ending 02. I am trying to correct issue but it wont let me pull up this file anywhere since it has been posted. I tried change posted time, void checks, enter check, modify…

When selecting invoices to pay (on screen list) we have two new cost centers that aren't showing up. They are in the GL but can't see them in AP. Any ideas?

Reading Help says you can post up to six months in advance but I seem to be ony at 3 months. Anything past that is not posting to GL. Thanks

I enter a lot of EFT Payments via Tasks/Record Manual/Print Checks. But often times we need to make partial payments on invoices but the EFT Payments process won't allow it. If I enter the partial payment in the top Amount field, it won't let me Accept…