Sage Construction & Real Estate

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?

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…

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…

Is there a way to perform a bulk purge of old employee's in 300 CRE? I have moved the employees that I wish to purge to an archive company but cannot find any articles or guidance on how to completely purge them from our system. I have a lot of employees…

Can you run a Subject to employer report by date range

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 several employees who live in Alabama and Georgia but work in Florida or Texas. How can we get Sage to tax an employee in their resident state when they work in a state that has no state income taxes. (Without manually adjusting the state in enter…

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…

My operating account has been reconciled through March 2024 but bank account set up shows last reconciled date as Dec 31, 2023. Can I just change that date?

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…

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…

When I login to Sage University a form appears to fill out and when I complete it I receive a message "Warning, sorry we are currently unable to submit the form. Please contact Sage support. ?

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 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…