• Document Scanning

    How do I set up my scanner [Epson ES-400II] to scan documents directly to the AP Invoice I am entering? I know I can scan the document and then attach it to the invoice after entering the invoice, but I want to scan it directly into Sage as part of…
  • Sage 300 CRE Find Deleted Invoices

    We believe a user deleted some AP vendor invoices. How can we find deleted AP vendor invoices in Sage 300 CRE?
  • JTD Costs have not hit on specific Job

    Hello, I pulled an Over/Under and realized that on a specific job the JTD costs are not showing. We were billed and already paid the intercompany for their portion of the project (through TimberScan), but JTD costs isn't reflecting this. I already confirmed…
  • AP - Office Connector - Invoices Selected for Payment

    Can anyone line up the office connector reporting to the following report within AP AP --> Reports --> Invoice Regesiter --> Invoices Selected for Payment I would like to generate this report within Office Connector to have the information within…
  • AP - how to remove invoices with $0 distribution?

    In Accounts Payable How to I remove $0 distribution in invoices? These invoices shows up in "invoices to pay"
  • Transferring a credit balance

    How would I go about transferring a credit balance from one Vendor to another in Sage? We work with a Vendor that has a Concrete business and a lumber business and our records have each of these subdivisions as a vendor in Sage. Currently we have a…
  • Finder Feature

    Hi All, New user to "Sage". I am trying to determine whether or not there is a "Finder" in Sage 300 AP Module that is similar to the Finder in QB Desktop. Right now I go into my Invoice or Vendor Inquiries to do my searches. Appreciate any assistance…
  • Printing Journals for AP only

    Is it possible to set up to print journals for AP only? If so, I need to the journal to not only print but also be able to save it to a file. Thanks. Jannice
  • How to fix retainage after printing a partial check?

    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.…
  • Credit Card Entry Methods when using Cash base Accounting

    Hi, I've read the knowledge base "How do I pay invoices with a credit card and then pay the credit card agency?" We follow this process which involves creating 2 separate Invoices and paying them out (one to the vendor and one to the credit card company…
  • Check Envelopes

    We use Sage checks for payroll and AP and we were told by Sage that the envelopes are on backorder and its unknown when they will get anymore. Does anyone have a compatible check envelope for Sage product RN DWE323. I’ve been to Amazon and Office Depot…
  • AP Report with Check Number, Job Number, AND Invoice Number???

    Does anyone have a report that runs AP invoices by job AND includes the check number and check date? I found the A/P Payment Register by Job but it doesn't include the Invoice Number(s) and I'm not savvy enough to adjust the report to include the invoice…
  • Remove an invoices from our Invoice Aging Report

    Our GL is correct, but as a result of a conversion issue, we have an AP Invoice stuck on our aging report that we do not wish to show up there. We do not wish to pay it, because then our GL will be off. Is there a way to remove this invoice from the invoice…
  • AP Electronic Payment (ACH) Remittance

    I am curous to know what people are using as remittance for their Electronic Payments (ACH) in Accounts Payable? The "notifications" report that is generated from the payment process seems pretty bare (no headings, titles etc) -- just has floating numbers…
  • VAT recording from AP to GL

    Dear Team, Re posting the issue again to get more attention , the problem is unsolved and demanding immediate attention. We have noticed a strange issue in treatment of VAT. The VAT is calculated in AP correctly and reflected in VAT report as well…
  • Setting Different Terms for Vendor Based on Job

    Is there anyway to set different terms on a Vendor if they have differing terms based on negotiations for specific projects? I know one way would be to set-up separate vendors but that becomes a whole other issue. I'm trying to figure out a way to simplify…
  • Printing invoices from AP Inquiry

    We use Timberscan to import invoices in Sage for electronic copies. I sometimes have to print a stored invoice from the AP inquiry screen. It has always worked fine up until this week. Now when I print any invoice (no matter how old) the print out has…
  • AP - Recurring

    We are new to Sage and yesterday I tried my hand at putting in quite a number of recurring invoices. This did not work out so well due to various payment dates setup in the vendor masters, which I corrected. Now I have a bunch showing as being due. …
  • AP crashes large group of change invoices

    Hello, I have an end user that reclassed about 50 invoices that were coded incorrectly. The AP > Change Invoices allowed him to make the change, however AP crashed when he posted the changes. I didn't get an error code, but I'd like to know best practices…
  • Payments by Credit Card.

    I'm trying to research an entry that was recorded by using Payments by Credit and am unable to find where this charge was posted to. I've inquired under AP vendors, payments by credit card etc. ??? I can't find an answer for this specific question in…
  • AP invoice payment approval report

    When we setup Invoice Approval in AP, one of the things we did was setup Approval IDs, so we could tell who approved an invoice. However, now that we've used this for a while, I can't find a report which displays this data. Is there a way to create a…
  • Outsource invoice processing

    We are considering outsourcing our invoice processing and payments. We are looking for a third party to scan, kick off workflows and pay the invoices, not invoice/payment automation. We would need to integrate the third party processor with Sage 300 CRE…
  • Possible bug in version 20.1

    I recently upgraded to version 20.1. In AP, I voiced a check that was printed previously in version 18.4, and restored the invoice as open (but did not select for payment during the void). For the same vendor, I created another, new, invoice. I went into…
  • Set Up Vendors & Customers

    When did Sage start printing journals when you set up a new customer / vendor or make changes to a current one? Is there a way to turn this off???? I feel like it is a waste of paper to print them and takes extra steps to have it print to a file.
  • Does anyone know anything about this field in AP- Transactions “Reference Date” Field ID “TREFDT”.

    Does anyone know anything about this field in AP- Transactions “Reference Date” Field ID “TREFDT”. How (By what process) and when is this field populated?