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…

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…

Looking for guidance on how to close out completed jobs so that they drop off my WIP reports. Thank you.

Hello, How do I change a customer on and Invoice in AR module? I see that I can't change it with the change customer tab in adjust receivables. All are in different closing periods starting back in March of this year. There has not been a cash receipt…

How do I edit a cash receipt I enter incorrectly? I applied the payment to the incorrect invoice and customer.

How do I edit an ar payment received?

In voiding an AR bill to the wrong customer, the wrong date was posted to the next year in the future. As a result, the bills are still showing up in the Customer AR Summary as outstanding and will for months to come. Is there any way to correct the date…

Hi I use Sage 300 and we have old retention that will not be paid. How do I delete it?

Does anyone know how to process an ACH refund? We processed an ACH payment to a vendor's old bank account and trying to get the funds returned to our bank. I voided the electronic payment in AP and changed the invoice to reflect a negative amount due…

Moved all closed contract and found I have an old one with and incorrect "Cash Receipts" even through it was paid in full. How do i fix as this is years old so I can move to history.

I need to void several checks in Payroll for January and February to correct a local that was set up incorrectly. I think I just void them with a March accounting date and a new check date so as to not affect the closed months financials. Then I need…

How do I clear this. Obviously, I'm not doing it correctly.

Can you adjust a A/R balance directly into a GL Loan account thru the Adjust AR?

how do i void a outstanding withdrawl in cash management

I have an old Credit sitting on a Vendors account in A/P. How can I get rid of the CM, it was posting in error. Thank you

I am needing to exhaust the retainage amount on a commitment. Any idea on how I go about doing that?

Every time our A/P Clerk tries to change an invoice, she receives the TS 5618 (Invalid form field number) error upon moving from the main invoice table to the distribution grid. The article for TS 5618 applies to entering invoices, not changing them.…

I don't understand the following: As long as the Change Order is linked to an Approvied Contract Item.. What if my change order is for a new scppe of work that was not a previous contrct item? We have just starting using the contract modual so…

We have an invoice on the system for $6000, we did a partial payment for $5000 and now we do not owe the remaining $1000. The system is not letting me delete the remaining balance on the invoice without voiding the check first and then delete invoice…

I have 3 users that are creating change orders in Sage Construction Management (all on the same project) and when they are passed along to Sage Job Cost the change order total is somehow doubling. This only affects positive change orders. Is there something…

Returned a bad check in PM - but used the accounting date 12/12/13 instead of 12/12/23. How can this be corrected?

Recently closed out fiscal year 2023 in the GL Module and our income posted to the incorrect retained earnings account. How would I reverse this post the earnings to the appropriate GL account?

I am trying to write off part of a retainage invoice as uncollectible. I was using adjustment type "write off" but I can't seem to get it to come out correctly. It is not adjusting the balance. Suggestions?

Hello, completely new to Sage so hopefully this question makes sense. For some reason the retainage amounts are off on a couple of contracts. When I go to bill the correct amount it leaves a balance (+/-). I've figured out how to correct the negative…