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Does anyone know if there is a AR Tax Group set up report that exists so I can see what tax rates are part the group? Looked in standard reports and KnowledgeBase but have not been able to find anything.
We are needing to set-up the PR module in one of our data folders that hasn't previously had PR set-up. If we are needing to mimic one of the other data folders that we already have set-up, is it possible to use file tools to copy the needed PR files…
Hello,
We are currently set up with period end dates equal to the end of the month (ex January 31) however we have made a decision to implement a 4/4/5 week schedule as that aligns better with our operations. Is there any way to change and pick the…
We are going to track COI's for our subcontractors in Sage...they will be project/commitment specific. Where can I find the best articles for training? I was hoping for a step by step walk through. I've found several articles, but they mention different…
Working with a medium sized business, approximately 50 employees. 5-6 employees who work in various accounting modules. I am the IT director for this company and the question has come up for who should have full administrative rights within Sage. Currently…
I did a Copy Job, seemed simple enough, but went to print a Job Cost Transaction Report & not only the Estimating Job# is not showing to select from but also the New Job#?
How do I fix this?
Recently we added a bank account that we need to print payroll checks from but the Payroll module will only allow me to print from our original bank. Is there something in setup that will allow the new account to be printed from. AP works just fine, I…
Does anyone who has been using the system for ages also have an archive of old install files? We recently laid off an IT manager who managed this and now need to reinstall on a Citrix box, but Sage only has versions going back to 16.x. We need the install…
Hello,
We currently run multiple (50+) companies through Sage 300. Most companies are dissolved after 3-4 years. Is there a way in Sage to deactivate a company to preserved the GL history but prevent anyone from posting to that company in the future…
Hi,
I am trying to add the sample accounting data to my company list but I keep getting an error that says a company with that name already exists even though I can't see it. Can someone shed some light on what I am doing wrong?
Thanks,
Amanda
Thanks for clarifying smithsl2 !
Most likely your Overhead Allocation rates are stored on one of the rate tables in Billings. Look under Setup , Rate Tables or Setup , Markup Tables in Billings. There is usually a default "Overhead" option in the Rate…
I am unable to install Sage 300 CRE 13.1 on 11 different Win7 32 bit machines. Sage System Verifier fails. Install on Win7 64 bit works without issue. Requesting information and kb on possible causes and workarounds.
The actual report reads: Sage…
This discussion is geared at compiling documentation on any preferred methods, settings, or recommendations that will allow users to optimize the use of Sage 300, and Sage Estimating Pervasive in a published environment.
I'm looking for any suggestions…
Do you track your vacation/sick accrual in PR? If you do, how do you have it setup? If not, what other solutions have you found work best for your company?