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  • Report in AP for Invoice, Paid Amount, Retainage Paid, Check Number with Dates?

    I am looking for a report that will have Original Invoice, Amount Paid and the Retainage Paid with check numbers and dates. Can anyone help with this report?

  • Accounts Payable Recurring invoices Sage 300 CRE

    We have about 30 recurring AP invoices set up in the system. Is there a report available that I could print to review these? Thank you,

  • Reports look different than usual

    For some reason, the reports that I pull all the time are looking different, like something got messed up with my print parameters or something. I am getting this message too:

  • Ability to gather detailed wage information for more than 2 years

    Does anyone know of a quick, easy report that will show a breakdown of more than 2 years of wages? We often need to provide wages for say a mortgage or loan for an employee that goes back 3 years or more. We can easily get current and previous year totals…

  • Report that shows a Billing to Job Cost Comparison?

    Is there a report I can run that shows me a comparison between what I've billed to date and what has been Job Costed to date? I haven't yet found what I'm looking for. I'm new to Sage 300 and will keep looking: if someone knows, please let me know!

  • Automated Waiver Transmission

    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…

  • Change Crystal Report Export to Email "Here's your report."

    When I click the "E-mail report as a PDF file," the email opens with "Here's your report." in the body of the message with the file name as the subject. Is there a way to change the "Here's your report." in the body to something else automatically?

  • User Print History

    A customer asked if there is a way to retrieve a Sage user's print history? Meaning if they printed something out of the AP module, is there is a way to see what the user printed or any user?

  • Exporting a trail balance to excel

    How do you expect a trial balance to excel? Sorry I am a beginner user with SAGE 300 CRE

  • Payroll Reporting by pay code

    Is there a report that I can run YTD with a particular pay ID for all employees? I want to ensure I haven't missed recording sick time on our tracking sheets vs what has been processed in payroll. Thank you.

  • Check Limits

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

  • Delete Condition - Inquiry

    There is a permanent (supposed to be temporary) condition that is reflecting on all users reports in A/P inquiry. How would I delete it permanently from all reports.

  • how can I see Costed Pounds on reports

    how can I see Costed Pounds on reports

  • billing jobs

    I am interested in knowing how others keep track of the invoices they have billed in construction job progress billings. I keep a separate excel spreadsheet to track invoices on the project and which construction draw i have billed them in. It does work…

  • JOB COST REPORT

    Is there a report in job cost that you can see what jobs are open and the contract amount as well as change orders to the contract?

  • I m looking for a report that shows the cost for a particular month on a job

    I'm looking for a report that shows the cost up to a particular month

  • Variable rate for maternity

    Hi Can you kindly assist, employees who are on maternity leave their variable rate is low compare to the others, also their leave payout rate is low why is it happening like that and is it not going to affect my leave reports

  • Generating Rent Roll Correct Amount not pulled

    We have generated a rent roll; however the amount is incorrect, but is entered correctly.

  • P&L Reporting

    Is there a canned report that shows a rolling 12 months or a way to specify which months to view?

  • Viewing Journal Printouts

    In the past, when viewing/printout Journal printouts, the file selection window would open to the "home" folder for the printouts. Now it opens to the last folder used. This is annoying as it requires traversing all over the place to get where I want…

  • eeo-1 component 1 reporting for 2023

    Where is the EEO-1 Component 1 report for the 2023 reporting year (submitted in 2024)?

  • Help with Crystal Reports and referencing the recovery journal

    We use a custom crystal report for billing tenants based off of the "Reconcile and Escalate" function within Property Management. I am running into an issue where if certain conditions are met, the report is not pulling the correct figure. I have been…

  • Report Showing Payroll Total Accrued Unit Balance As Of a Date

    Looking for a report that shows the total accrued units in payroll by employee for a specific accrual Pay ID, but it needs to be as of a specified date. Any ideas would be much appreciated.

  • Revenue Report

    Is there a report available to get revenue by customer for a specified period?

  • Formula for weekly reports (only pulling data 7 days back)

    Hi, I'm trying to setup a report in My Assistant with one of the conditions being to only pull any transactions with a date stamp falling within the last 7 days. I just can't get the formula for that working. The report will be sent out every Friday…

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