Year-end Prep: Join us for Sage 300 Construction and Real Estate Study Hall

3 minute read time.

Need a little extra help getting ready for year-end…who doesn’t?!  That’s why we’ve enlisted the help of our in-house Sage 300 Construction and Real Estate experts! Join Sage pros for mini “prep sessions” on a variety of topics designed to help you get ready to close the books. These informal discussions will include a short overview followed by Q&A and, best of all, there is no fee to attend. 

Miss a session? Don’t worry, you can access recorded Study Hall webinars on our video library.

Payroll

  • Sage Study Hall: Setting up W2 formats and adding local taxes in Sage 300 Construction and Real Estate hosted by Gaylene Willis | Friday, December 15, 2017 ON DEMAND
    •    How to set up W-2 formats
    •    How to set up a W-2 template
    •    What formulas are commonly used on a W-2

  • Sage Study Hall: Setting up and entering bonus pay in Sage 300 Construction and Real Estate hosted by Jesse Gordon | Friday, December 15, 2017 ON DEMAND
    • How to set up bonus pays or supplemental wages to be taxed at a specific rate in US Payroll
    • How to gross up a payroll check so the employer pays the employee FICA taxes
    • How to enter a bonus pay or second sequence check and have only taxes calculate

  • Sage Study Hall: Closing the year in Payroll and installing the tax update in Sage 300 CRE hosted by Gaylene Willis | Friday, December 8, 2017 | ON DEMAND
    •    How to close the year in payroll
    •    How to download and install payroll tax updates
    •    Common year-end payroll issues

  • Sage Study Hall: Entering third-party sick pay in Sage 300 Construction and Real Estate hosted by Gaylene Willis | Thursday, December 14, 2017 | ON DEMAND
    •   How to add third-party sick pay and disability wages in Payroll
    •   How to add long-term third-party sick pay and disability wages in Payroll
    •   How to enter third-party sick pay when deductions are withheld

Affordable Care Act (ACA)

  • Sage Study Hall: ACA and changing codes and amounts for employees in Sage 300 Construction and Real Estate hosted by Jesse Gordon | Monday, December 18, 2017 – ON DEMAND
    •   How to change employee ACA data for the prior year
    •   How to set up ACA in Sage 300 Construction and Real Estate

Accounts Payable

  • Sage Study Hall: Reconciling AP to GL and closing the year in AP for Sage 300 Construction and Real Estate hosted by Josh Gwalchmai Nov 27, 2017 | ON DEMAND
    •    Reconciling Accounts Payable to the General Ledger using Reports
    •    Closing the Accounts Payable year
    •    Closing the 1099 Accounts Payable year

General Ledger

  • Sage Study Hall: Closing the Fiscal Year in Sage 300 Construction and Real Estate  hosted by Jesse Gordon | Friday, December 1, 2017 | ON DEMAND 
    • Timing of year-end tasks for U.S. and Canada
    •   How to close the fiscal year in General Ledger

  • Sage Study Hall: Troubleshooting financial balances and printing prior year reports in Sage 300 CRE hosted by Josh Gwalchmai | Monday, December 4, 2017 | ON DEMAND 
    •    Common Causes of out of balance financial statements
    •    Troubleshooting out of balance financial statements
    •    Printing financial statements for prior years

  • Sage Study Hall: Updating your Sage 300 Construction and Real Estate software for year end hosted by Raynette Grant | Thursday, December 7, 2017 | ON DEMAND
    •    Supported versions for year end
    •    How to upgrade and apply the year end updates to close the year: year end update, Aatrix download, payroll tax download

And don’t forget to bookmark the Sage Year-end Center for help at the busiest time of year! www.SageCity.com/YearEnd