• Sample Data

    Hi, I am trying to add the sample accounting data to my company list but I keep getting an error that says a company with that name already exists even though I can't see it. Can someone shed some light on what I am doing wrong? Thanks, Amanda
  • OKI 490 and 590 printer issues

    One of my customers is running Sage 300 CRE, v15.1. They have one each of OKI 490 and 590 printers that are attached via LPT1 on two separate workstations and then shared to network. The only driver they have been able to use is the Epson LQ-2550 driver…
  • My Service Management window always freezes whenever I preview a work order. Does this happen to anyone else? If so, does anyone know how to fix it?

    If I click the "close preview" button (rather than clicking the red X), it will then close the preview (as it should), but in-so-doing will also lock up my whole service management module. I have to force it closed through task manager in order to remove…
  • AP invoice entry

    I have a couple of AP vendors that have multiple accounts(power, phone, internet). Is there a way set up each account under the same vendor so that it can auto fill the distributions?
  • Payroll - Formula to process payroll for an employee who is electing to have withholding for a state in which they are not working (no reciprocity available)

    We have employees working in the state of Iowa. Their state of residence is Minnesota. There is no reciprocity agreement in place between these two states. The employees have requested that the we (employer) withhold additional funds each week for the…
  • AR Aging Report

    Hello. I am new to Sage and am trying to run an AR Aging report for a previous period. I am selecting the Customer Aging Summary under Aging but it does not give me the option to select a prior period. What report do you use to run a prior AR Aging…
  • Does anyone know when the Illinois ILSWH tax update is coming out?

    Illinois approved a budget change raising the ILSWH tax rate to 4.95% from 3.75% effective 7/1/17. Does anyone know when the tax update for this payroll formula is coming out? This is a PR Formula called PR ILSWH.
  • How do I correct the counts in the Quarterly Employee Count Report?

    The Quarterly Employee Count Report is correct for April and May but incorrect for June. We have several employees that have worked in all three months of the quarter and are active that are not being counted in the report now for June only.
  • How do I make a new payroll formula based on a percentage of gross pay?

    I need to first compare 15% of Gross Pay to a flat amount of $114.75. If 15% of Gross Pay is greater than $114.75, then use $114.75. If 15% of Gross Pay is less than or equal to $114.75, then use 15% of Gross Pay. Here is the formula I have so far that…
  • Report Designer - Job Cost Report - Exclude Certain Categories

    I am trying to customize a standard job cost report in Report Designer. It currently details the costs by cost codes and categories. It is totaled at the bottom, where then a % is added on to account for overhead. We are now allocating some of the overhead…
  • 300 CRE Server Upgrade/Migration.

    We need to upgrade from 300 CRE 15.1 to 16.1. Also need to upgrade from old server 2008 r2 to new server 2012 r2. Will need to do it over a weekend, so I'd like to get the road mapped out as Specifically as possible. Which is recommended? 1. - Upgrade…
  • Importing Estimates

    We have just started using B2W for our estimating and are going to be importing the estimates into Sage. I am looking for an example that has extras so that I can see what the format should be. The example in help is too short and I am not understanding…
  • Are there any Inquiry GURUS, I need a formula to add all subcontract balances for each vendor.

    I am trying to build a inquiry that will show the vendor and the sum of all of their remaining balances for all subcontracts.
  • Vacation Pays

    We have a union that wants us to pay their members two different vacation pay rates depending on what the employee is doing. Is this possible in the payroll system or would we have to do it manually? Thanks!
  • new computer?

    It's time for me to get a new computer and am wondering if Windows 10 is the way to go this time. We currently use Sage CRE 15.1, Sage Paperless Construction and AboutTime. Any advice on what is compatible and what may be a good idea? Thanks!
  • Fatal Error - Desktop Application Exiting Windows 10 Enterprise 2016 N LTSB Sage 300 CRE 15.1

    Error Occurs when File, tools etc are clicked on. Offices 2013 Standard Win10 Ent 2016 N LTSB GB language image.
  • Accounts Payable Vendor paid list

    Sorry for such a basic question, I"'m sure, but I can't find anything that comes back remotely close to my question in knowledge base. I need to print a list of all AP vendors and the total they were paid in 2016. How do I do this. Thanks.
  • Aatrix won't file my form 940. It pulled in a negative .02 for the 4th Quarter 2016.

    Aatrix pulled in a negative .02 for the 4th Quarter 2016 on my 940. It won't let me file with a negative number there, and it won't let me edit the 4th quarter. Any advice on how to correct? It says to update information in my accounting/payroll software…
  • TS Main asking for update after update has been installed..

    After a successful download and upgrade at the server, from 15.1Update6, to 15.1Update7, the workstations TS-Main failed to start, with the following: A newer version of Sage 300 Construction and Real Estate has been installed on the server. You must…
  • The bank cashed a payroll check for more than the check value. How do I reconcile?

    I have an issue reconciling my payroll bank account. My employee cashed a payroll check for $50 more than the value printed on the check. How do I reconcile?
  • Subcontractor Compliance Management

    We upgraded to Sage CRE 15.1 this week. When sending a Lien Waiver from Subcontractor Compliance Management in AP or PJ, it will only allow one email to be sent before it locks the module. AP and PJ will lock up, requiring us to do a hard shut down. Anyone…
  • Formula Help for Vacation Sick Balances

    Formula Help : I have a custom report w/ a formula not returning the correct response. IF(LASD Total (Design Formula) > 80, 80, LASD Total (Design Formula)) The LASD Total formula definitely works but I need it to be capped at 80.
  • BL module - Contract based billing

    BL module - Contract based billing appears in AR but is not registering in the BL module as a percentage change. If I now adjust the percentage billed it will create a duplication of the AR entry. This is now happening on all of our contracts. Does anyone…
  • Tracking Meter Readings in Sage 300 CRE 15.1

    I'm trying to set up Equipment to monitor service records for our equipment - primarily oil changes. When I use the Meter/Odometer it just overwrites the last entry. I need to see Equip/Date of Last Service/Mileage(Meter reading) at last service/Current…
  • Office Connector

    Hi, I am looking for a quarterly financial statement. Does anyone have one that they are already using, or know how to modify the canned one? Thanks, Amanda