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Hi, I am working on the closeout package for 2023, I know a it late, however I am having issues matching the trial balance apparently some transactions were voided after everything was sent to the CPA. I need a way to a report with voided transactions…

Anyone know why the budget input module is not loading to the actual "financial statement" budget?

HI we do payroll through direct deposit. Have for years all of a sudden last payroll it showed a check number in the box so we just deleted it and moved on but it assigned all the direct deposits with check numbers. We had to go manually change them all…

Is there a report available that will print just the transactions that are noted with the Invoice Type as "PrePayment" if there is an open balance?

Hi, I used to be able to go back before the current previous-year period and create monthly statements but that is no longer working in one of my companies. So, I want to print monthly statements from Oct 1 2021 through Sep 30 2022 but when I change…

Regarding the stored material in 3-7 Progress Billing, we are getting many complaints from our clients when we remove the previously stored amounts by entering the negative and positive. It adds into the column under the "This Application Total". The…

Hello, I setup a 50/50 split bill; the bills split correctly, but they do not print separate invoices for each client. It prints as if they are consolidated matters, which I do not want. It does assign different invoices numbers. I have two different…

We are relatively new to reports in Sage 300 CRE. What is the "go to" report to get the amount committed/paid vs. the estimate. Basically remaining liabilities I believe. Any hints to help us make sure this is accurate? We use SCPC as our Project Management…

Question and need some help. I am using Sage 50 Pro Accounting. I am working for an older couple getting their books caught up. I created a new year - “Start New Year” and when I go to print a report like Aged Customer or Balance sheet, the system tells…

When creating a list of Parts, SAGE includes all parts ever utilized. Is there a way to only list ACTIVE Parts? For example, in other screens there are options to filter a report by only Active Jobs or Current Employees. I do not see such an option…

Is there a way to run a report of prior year vendor payments & purchases?

Hi, I am trying to make a pdf file of the payroll cheques for my client but when I try to save it from the Reports Menu-->Batch Print/Email-->Payroll cheques, It print single-single cheques but I want to save in one single pdf file with all cheques…

At the end of the month, we run the slip profitability by period using just the date as a parameter (i.e. 3/1/2024-3/31/2024). We also run a user defined invoice listing for the month using clients classification - open, and invoice number range for the…

I thought I once knew this but I cannot for the life of me remember. A client is getting a line item for "Unassigned" in the Timekeeper Collections by Period. Does anyone know where this comes from? I wish I could remember!!!

I need a report that will run at the end of every day with any inventory price & cost changes +/- so we can be up to date on our pricing. Is there a way to do this automatically and possibly have it write over the report run a day prior? Thanks!

I Have a Consolidation Report with last 20 years financial data and I want to create a filter so that the report only returns last 5 years of data, I tried including system parameters to the standard report 'Fiscal Year' First but whenever I run that…

Looking to see what we can use to print checks on blank check stock for our vendors. Our current partner is not able to send out check on our behalf, and waiting on the bank to get us preprinted checks, is taking way to long. Would need blank check…

The Tax Liability Report and Payroll Tax Report's State (GASUI) does not calculate correctly. The line item Liability Calculated on GASUI has the Tax Liability calculating correctly.

Why is it impossible to print statement of accounts reports in SAGE 300 simultaneously across a number of workstations? When one of the users in a given workstation tries to print a report and their is another user who has opened this module, the error…

Hello All, I have an interesting ask from our User base. We have Word Documents that are required to be printed when ever as a Check sheet each time a user prints a work order. Here's the twist the Word documents are unique to each product or groups of…

We have an email that goes out with the customer's statement. The Customer Open Total on the Customer Statement is $0.54 off from the Accounting Balance that is sent out in the body of the email. This is the formula that is used in the email: "BLCC":…

In Sage Intelligence if I run the report Fiscal Year Detail, the start date is not accurate if you are using a 4-4-5 Fiscal Year. The formula used to calculate the start of the month is not accurate and is off by days, resulting in incorrect period…

In the users guide there are these functions for AR but it does not tell us exactly what they are doing and how it is determining it. In the AR Statement (CR) uses these functions, but i am getting some strange answers. I believe it has to do with the…

Is there a Report I can run that shows all my customer discounts?

I updated the date in AP for the current year, but the misc 1099 report is still pulling amounts from 2023. How do I get it to populate from 2024?