Sage Construction & Real Estate

Hellow, is there a way to apply an AR credit to an existing invoice balance?

I mistakenly voided a check in AP that I meant to delete, so that I could reuse the check number. How do I correct this?

We use JC to enter all our billings and cash receipts; we don't have an AR module. We mistakenly entered a cash receipt twice; how do I go about removing one of them? Thank you.

How do i clear unapplied cash from my AR aging for a customer who im no longer going to trade with? I can only think of entering a debit note. I did refund the customer via a payment and am not sure how to allocate this payment to the unapplied cash…

I have an AP invoice that was entered in 2022 and I would like to change the job number it was posted to. Can this be complete because the GL period is closed and it is previous year?

Good morning. We have a situation where we have failed a "non-discrimination" test for Highly Compensated Employees for Flexible Spending Dependent Care, and the employee has since resigned from the Company. We have been told that we have to increase…

Our AP department deleted a vendor in Sage 300 CRE that has a commitment linked with Procore. We tried unlinking the commitment but it says that it is still liked in Sage. We tried to delete the commitment in Sage but it will not let us. How do we fix…

When posting the prepayment, I attached the PO and then posted the prepayment. This is the incorrect PO to apply the prepayment to. What is the best way to reconcile this error and get the prepayment applied to the correct PO? Thank you!

How do I adjust the original contract value in Job Cost?

Hi, I have a couple of Payroll related adjustment questions. 1. It appears that when we void/reissue a payroll check, the void is offsetting the 941 Preparation report (as it should), but the reissued check is not being included in the 941 Preparation…

We use Proft Rhino/Callahan Roach for our pricing and everytime we do an update it just creates a new version in the flat rate in the service managment module. Is there a way to delete all the unwanted entries in the flate rate?

I need help. Can you explain why an inventory item shows a qty on hand, but does not show that same qty on hand in any inventory location?

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…

When we receive a payment from a customer that is pennies or a few dollars short I want to post this to a catch all GL account. I put overpayments of pennie/dollars in this account when entering Cash Receipts, but I can't enter negative amounts. I really…

How do I create a credit invoice for a vendor to use on a bill at a later time?

In Accounts Payable How to I remove $0 distribution in invoices? These invoices shows up in "invoices to pay"

How do I correct a misspelling of our company name that appears on our checks in Accounts Payble in a shared data folder.

We offer optional life insurance on a payroll deduct, post tax. Tax withheld then premium taken. We learned an employee was paying a premium on a policy that wasn't active. We no longer use that company (sine 7/1/22) we are giving those premiums back…

We had costs posted to a project that should have gone to an overhead GL account. How do I move them off the job and post in the correct GL?

I just noticed that when i set up the AIA contract items I accidently entered lump sums instead of putting the units and unit prices. I already approved the contract. I unapproved the contract items because I thought I would be able to add the units and…

We have a job that I need to do a bill credit to the retention. This isn't a write off. We elected not to bill the owner for the remaining outstanding retention. I searched and read that Sage doesn't offer the ability to do a bill credit to retention…

Why did the percent complete change on my invoice in billing after I voided the original invoice and tried to create it again? An contract based invoice was generated in Billing and it was incorrect. I voided he invoice but when I went to generate a new…

We have a customer that we received a deposit payment on a project 2 years ago. They have since shrunk the project and we cut them a check to refund them a majority of their monies. How do I adjust this in JC/AR/Cash management. My thoughts are we…

When cutting a partial check for a commitment, it always messes with the retainange, leaving some of it in the Outstanding AP column and it should be in the retainage column. There are very few options to correct the retainage when cutting the check.…

I need to close December to start working on January, but our tax dept is going to have adjusting entries that I will need to post in December.