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

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…

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…

Hey all, Has anyone had luck adding a Lowes Credit Card (through Synchrony Bank) as a bank feed? I tried the login credentials through both Synchrony options in the Plaid interface and neither worked. I'd like to automate as much as possible, though…

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…

Hello, Recently I was entering a payable invoice (pay app) subcontractor that was tied to a commitment in Sage 100 Contractor. The pay app included a change order that we had not yet processed in Sage on our end. When entering this, it allowed me…

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…

I have a little issue I am trying to clean up and cannot seem to figure out a solution. Any help would be appreciated... I have an A/P Invoice for a Vendor (the only invoice for this vendor in 2022). It was pushed to Sage 100 Contractor from Sage…

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.

Hello All, We are new to Sage and are wondering if anyone here has tried to and successfully implemented converting your Internal Cost codes to the cost codes a client wants for invoicing. I think that it's possible via coding a report to translate…

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…

How can I have a blank line print on an invoice? Specifically, I want to have at least one blank line between the last item billed and the invoices. I understand how to have a no print line but I can't get a blank print line. I use the standard report…

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…

I feel like I'm missing something simple but is there no way to get 3-2 A/R Receivable Invoices to automatically prefill the invoice number? When we create an invoice we can enter all the info but it won't let us save the invoice until the invoice number…

Looking for software to distribute invoice images to PM's for online coding. 10 PMs, 1000 invoices per month. Automatic interface to Sage 100 Contractor would be a major plus!!

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…

If I try to create an A/P invoice for a part (without first opening a PO), then the default cost for that part won't automatically populate into the invoice. We would enter parts directly in 4-2 if we had a quick order and wanted to skip the PO step…

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…