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We're utilizing Sage 300 2023. After generating and receiving a Purchase Order (PO), along with creating the associated Accounts Payable (AP) invoice and posting it to the General Ledger (GL), we've noticed that the expense account remains unaffected…

HI There I need assistance, I need to capture FBT Gift that an employee received via cash from his employer without affecting his normal nett salary. The amount is R1000.00 Please assist as to where / how to capture it and that the gift is…

We are just getting started using Sage 100 Basic Estimating (not stand alone). Is there a way to save multiple takeoffs for one job. We often revise due to clients budgets, design changes, alternates and so on. Is there any way to save multiple takeoffs…

We use Sage 100 Contractor and bill Cost plus (T&M). We have always charged a "profit" percentage on Cost Type 2 - Labor, which is easily done in 3-10-1. But now, we want to remove the "profit" percentage on some of our labor, but not all, based on…

Hi there, I took over the book keeping for a company and the previous book keeper was not consistent with using the bank rec for the credit cards. The Company year end is Oct 1 - Sept 30th. I am trying to go backwards to clear out and reconcile 2022…

We use Sage 100 Contractor and bill Cost plus (T&M). We have always charged a "profit" percentage on Cost Type 2 - Labor, which is easily done in 3-10-1. But now, we want to remove the "profit" percentage on some of our labor, but not all, based on…

We have Paya set-up for collecting credit card payments and I understand we can automate invoices distribution to customers so they will receive an email with the invoice and a direct link to pay with a credit card. Is there a way to send multiple invoices…

Hello We do have a life insurance and pension which is paid by the employer. What nominal code to use to allocate that in sage ?

The client utilizes Sage300 version 2024. The clerk initiates the entry, and another level of authorization is required for posting. Users have encountered difficulties in posting batches because they are locked by another user. Even after the user…

Hello, We have an arrangement where our employees are paid/reimbursed their portion off CPP every pay period. We are not able to continue this with CPP2. We've created the income account and linked them but the line item does not show on the employee…

We are just getting started on Sage Estimating. Is there a way to save multiple copies of takeoff revisions for the same job. So you would have your starting takeoff. Then after reviewing and maybe making some design changes you created and second takeoff…

Hi, When I enter new Purchase or Sales Invoice It is automatically takes the first date of fiscal or calendar year instead of last purchase or sales invoice date. Every time we need to enter it. Is there any way to setup that when I open new Purchase…

Does inventory have to be moved to final warehouse before completing ROG? Several commercial invoices were processed through ROG, but the inventory hadn't been moved to the correct warehouse. Invoice is correct in AP but inventory balances are incorrect…

I am trying to enter a new general ledger account for a loan. I need to enter a beginning balance for the loan. When I try clicking on "Account Beginning Balance", it wants me to "Select period to enter Prior Year Adjustments". I do not want to do that…

I am currently using an old version (Sage Timeslips 2018). Some how, when trying to enter expense OR time, when I get to the "Client" drop down list to choose a client name, the columns have switched, therefore, what used to be the first column of my…

Hi When I search Items in Sales Invoice or Purchases Invoice Window it searches but when I search Accounts it opens another window in which it shows search by Number or Name which took too much time to select in each entry. Is there any way to search…

I have an employee who reached maximum on the first threshold of CPP - but the system didn't deduct anything from CPP2. If i create a pay for the next period, it starts deducting from CPP2. Should these deductions appear at the same time on the paycheque…

Hello Last month I entered an ach payment under vendor ABC and it should have been under vendor AABC and I'm not sure how to correct it. The payment is made via ACH and is entered into Sage by creating a payment and posting the batch from there. Vendor…

Hi, We have noted that where transferring finished goods into stock and an error has been made, adjusting out the finished goods stock code it does not show that components are booked back into stock only that of the finished good. How can this be…

Hi, We have lots of historic orders where part of the order is showing as outstanding. I need to amend the order so that these are removed/adjusted to the only show items as fulfilled and so that I can complete orders. Many thanks

With the recent inclusion of the Preventative Maintenance module to X3 it seems to me that X3 is now ticketing all the boxes that organizations would want to see when purchasing a CMMS system. Based on my research prospects that are looking for a CMMS…

Hi everyone, I got an issue where I was unable to create B2B order in sales order screen as the option is grey out I have checked my product setup and It has the 'back-to-back order' ticked However, I am able to use the Back-to-Back order function…

What is the procedure to conduct bank reconciliation for a single month. Thanks.

I removed some transactions from a reconciliation. I need to reconcile them again. How do I do this?

Hello, I have set up my payroll, entered all the linked accounts, finished the history, etc. but when I open the paycheque or payroll run the income field does not let me enter info. I am unsure why. thank you,