Sage Construction & Real Estate

I have 3 different jobs that will have the same cost codes. Is there a way to copy cost codes from one job to another?

Hi there, Does anyone know how to add W-9s as a compliance condition? The goal is to add this step as a compliance check before releasing payments with the ultimate goal of saving time chasing W-9s come year end. No W-9 on file? No payment…

Good Morning, Can anyone clarify what this message means on my "BILLING POST INVOICE JOURNAL": MESSAGE READS: NO RETAINAGE CREDIT ACCOUNT IN TAX RATE RECORD - USED CREDIT ACCOUNT? THANK YOU, Briana

We added a new user to an existing pervasive estimating 9.7 and then we got the following error message A protection device or license is required to use Timberline applications The USB is installed and working on the station so Is there a quick…

In 11-2, The Invoice Detail Tab. Having the ability to Markup individual line items would be nice. For we do a lot of T&M work and markup materials differtent for subcontractors, permits, labor, etc... Right now there is one spot for markup% and it…

Hello, We have been adding all of our holds on invoices under AP - Check Select. I am trying to figure out how to get these holds to show under an Inquiry in IQ. I notice that a "soft hold" don't show at all, when a VENDOR has a "hard hold" it shows…

We did the update to 25.3.84, we archived payroll for 2023. Now I am trying to create AR invoices for our customers but it is not following the sequential numbering anymore. I am creating invoices today and usually after creating one invoice, the next…

How to get 3-2 Receivable Invoice numbers to autofill with 5 digit sequential numbers? It has started using 6 digits that we don't use.

I wonder if this is by design, but it seems like release 25.3.72.0 has changed the way it grabs the "next" invoice number to be more like job numbers where it grabs the last highest number in the database instead of adding one to the last one that was…

We have sage 100 contractor. I would like to give one of my employees access to one of the sample companies listed in our company list window. The "sample company" shows up in my company list, but not my employees list of companies. How do I get her access…

Im trying to archive work orders in service managment using the Archive Wizard under tools. Does anyone know what could be causing this error. All dates in work order are valid. Thanks for the help. Archive Work Orders 1/3/2024 8:59 AM Criteria summary…

When I open Timberline, and select the "takeoff" tab, I cannot click on the "assembly, item and model takeoff" buttuns. They are grayed out. It cannot fix this. Any suggestions on why I cannot click on these? Seems like I have restricted access on this…

Is there any way to release a license without calling tech support? I logged into my admin account but didn't find anything. A computer melted down, and now its license is unavailable.

Does anyone know how the invoice numbers for finance charges are determined? Previously the finance charges for our jobs have defaulted as double digits and the finance charges for our work orders have been triple digits. Last month the finance charges…

Is there a way to restrict a user from changing a condition on an inquiry?

Hello, We are having issues with the ability to email our customers their statements every month. It gives us a error message of, "Unable to send email via Outlook: Sorry, something went wrong. You may want to try again." It does then show up in…

How to change the year in AP Settings?

Ever since we upgraded to V25, a very long, odd invoice number appears in the Invoice # field when starting up Sage 100 Contractor. Before this, that field would be empty until an invoice number was put in and then it would go to the next number. It no…

Hello, i'm having a problem in the Contracts module; when i select one of the Active Change Orders, the Approve Change Order option is disabled. I was able to use this option in the past, but now is gone. Also, i already have the ADMIN and CNENTRY…

Hello, we're working on Sage 100 Contractor version 25.1.330.0. Is there any way to copy a custom Project Work Center menu from one device/user to another or to make the custom menu the default for all users?

Do I need special Sage credentials to change the name of an account in the Chart of accounts. I want to make it something more specific. What are the steps I need to take to go an edit the account name in the chart of accounts?

Hello, i have users reporting the Purchasing module is not displaying in the application. I checked on the user's setup and the POENTRY role is checked. But when they login, the module is not there: Can you assist, please?

We are needing to restart our job number sequence to a smaller sequence. Example current number is 259339352. We need to restart at 4 or 5 digits like 30000. How can I restart the sequence. Is it something I can do at year end?

Has anyone been able to change or override the billing method after it has been saved? I have multiple jobs that should have been set up as Quick Bill but were set up as contract and I need to either change that or override the setting. I am trying to…

We entered original budget with units (quantities) and a few approved change orders with quantities. But original quantities and only part of the change order units are appearing in the 3-5 budget screen. The 3-5 budget screen is leaving off part of the…