Sage Construction & Real Estate

good day, how do i unapply AR invoices that is applied for July 2023 and January 2024 invoices Thank you Maphuti

I would like to see the invoice images per cost code, is there an Inquiry/Report where I can see all of the cost and then click on the image?

Currently, we enter a Subcontractor invoice into Accounts Payable by entering the invoice in the top section, and then in the bottom section we enter two lines, one for the main amount, and one for the retainage amount. When this is displayed in the WIP…

We are looking at integration with Procore's invoicing took and Sage 300 CRE. We are already integrated with Sage and Procore but do not have the invoicing tool enabled. Procore has great trainings on how to use their invoicing tool, but I am unable to…

Is it possible to create an inquiry or a report that would show invoices by commitment? I can see we have invoices by job and I also have a commitment detail report. I'd like to have another way of finding invoices based on a vendors commitment number…

Can anyone tell me how to email invoices from Sage 300 Construction and Real Estate? We are looking to do everything electronically rather than snail mail with our invoices and statements.

Hi everyone, I just noticed today for one of my Jobs (ABC-XYZ-1234), when selecting that Job in AP Distribution when creating an invoice, the "Draw" field is automatically populated with a number "2". I would like to understand how to automate the…

I am trying to figure out how to make the Phase field in AR for Invoice Distributions functioning since clearly when setup originally that was not completed. I understand that this has to be done in GL > File > Company Settings > Custom Descriptions…

When I go in AP to set invoices up for payment ... AP - Tasks - Select Invoices to Pay - On Screen List. Is there a way to show subtotals for each of the vendors / suppliers I am paying? I do see that I can go in and view the total (by going into…

My company receives invoices from sub-contractors that involve multiple job cost codes and line items that have to split into different accounts. There is a lot of data entry involved in inputting the invoice information in order to job cost everything…

We need an report that takes the default Sage invoices by job report, and then drills down to show all distributions associated with the invoice it. Would also like the same thing but only for open invoices For example – If we get a single invoice from…

We have a big job and have outsourced some of the work. We just received the bill from the consultant who did the work, they have broken up the work by person and hours. I'd like to have the people and hours appear on our invoice to the end client, just…

I am having an issue with the Contracts sending cost to Billing. I have the contracts set up in with "Send cost to Billing" checked and Status is "Approved" but when I go into Billing to select the contracts, they are not listed. Does anyone have…