• Subcontractor List

    How do I create a report that will show me a summary balance total paid to a Vendor/Subcontractor in a specific time period ?
  • Accounts Payable

    We have a single vendor that we have two accounts # for. What is the best way to set this up ?
  • Sage 300 CRE Find Deleted Invoices

    We believe a user deleted some AP vendor invoices. How can we find deleted AP vendor invoices in Sage 300 CRE?
  • Lien Waivers - accounts payable

    When you cut a check and print a Lien Waiver, can you customize the form to include "paid to date" on a job for that vendor?
  • Vendor ACH Remittance

    What determines the order of printing the vendor ACH remittance emails in hard copy? There are not options and its definitely not vendor number.
  • purchase order - close during A/P Entry

    We have the option to close a purchase order automatically set to when the balance is zero. Is there a way to close a purchase order during accounts payable entry when the invoice is less than the total purchase order?
  • Sort Vendor by Payment Type

    How do I go about generating a list of vendors sorted by their payment type? I want to know which vendors I pay are paid by EFT, Cheque, etc.
  • Vendor Duplicate

    Does Sage prevent creating one vendor with multiple accounts if you enter a duplicate EIN number? I have two companies that have the same name except one is an LLC at the end and one is an INC. They are two different companies, but it brought up the importance…
  • Possible to Have Non-Taxable Items on POs?

    Is it possible to have a non-taxable part/item in a Sage PO? Frequently, freight is not taxable so we're having to manually adjust the tax amount when paying invoices from POs in 4-2. Thank you!
  • Lowes Credit Card Bank Feed

    Hey all, Has anyone had luck adding a Lowes Credit Card (through Synchrony Bank) as a bank feed? I tried the login credentials through both Synchrony options in the Plaid interface and neither worked. I'd like to automate as much as possible, though…
  • 2-6-0-21 Check Register Report

    Can anyone advise on what the "*" means next to the date on the Check Register Report 2-6-0-21 ? Thanks for your help in advance!
  • over payment to vendor

    I made an over payment to a subcontractor, how do I post the credit to A/P and how do I post the reimbursement check for the over payment?
  • Vendors being excluded from Insurance Audit Totals

    We are beginning a project in which our subcontractors are to be excluded from our insurance audit totals. Since these same subcontractors may be working on other projects for us that will be included in the audit totals, does anyone have a solution would…
  • Zero checks - how to clear

    I have retainage owed to a subcontractor, and now given a backcharge against their contract, which zero's out what I would have paid them in retainage. How do I make it disapear from the payment selection. I've tried to print a zero $ check, but Sage…
  • Address Book and Accounts Payable Vendors

    I just recently started to use the Address Book module. I have noticed that most of my AP vendors, although appear in address book, do not have addresses associated with them. I need to do a mass mailing to all AP and AR vendors. Is there a way to populate…
  • Transferring a credit balance

    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…
  • AP Retainage Billed Report

    We are having issues with getting subcontractors who have billed retainage to show up on a report since Sage 300 refuses to create a "bill retainage" button in AP. When I submit reports to management they have no idea a retainage bill from a subcontractor…
  • Pop Up Window Re-Sizing Contents

    When using accounts payable - as an example - the pop up windows contents are extremely small. I am running windows 11. I have contacted technical support and anyone they will forward me to. The only answers I have gotten have been to purchase non hd…
  • Printing Journals for AP only

    Is it possible to set up to print journals for AP only? If so, I need to the journal to not only print but also be able to save it to a file. Thanks. Jannice
  • Purchasing

    Purchasing Icon dissapeared and furthermore, Why when you receipt a purchase order do you still have to import, to JC & AP for lif? Then post in each module as well? You would think in this day and age that those procedures would be automatic? This process…
  • Payable (invoice) audit process

    Is there a process in Sage100 Contractor to input job invoices for tracking purposes but need to be marked approved (after a separate internal audit process)? Ideally invoices would not be valid in any reporting until approved.
  • Sage Paperless APFLow

    I am looking for a way to improve our AP methods. We currently have all paper invoices and delivery receipts and lots and lots of paper. Does anyone out there use Sage Paperless APFlow? Do you like it ? How was the transition?

    Hello, I use the Sage 300 Construction Correspondence log in the Project Management Module. I often have to hand type out 8-10 lines of repetitive information for each subcontractor I enter in the log. Is there a way to give the system the name of a…
  • hh2 Synch Issue with Sage New Monthly Subscription

    We are encountering issues where hh2 stops synching with Sage due to the new monthly subscription model. The Sage pop-up message in regard to license expiring halts the synch. We have to click the "do not show again" box to eliminate the message then…
  • Payment Approval

    Is there an app that can be integrated with Sage300CRE to sign cheques electronically? Owner wants to approve invoices for payment first and then accounting staff will either print the cheque or EFT.