Sage 300

Hello, I posted a credit note in January when it should have been to December, they are within the same fiscal year. Is there way to adjust the period only after it has been posted? Thank you!

Our bank reconciliation is so slow - system takes forever to calculate. What data do we need to purge to make this process faster? Do we need to clear history?

hi - when trying to remove 5 units of inventory that we physically do not have i get an error message " there is insufficient qty for the adjustment". there is no qty reserved on the serial stock listing report. thank you

hello, a pmt which was posted to a customer's acct (batch posted) is not appearing on their AR statement. Does anyone know why this is happening and how to fix it? thank you

I reversed an AR Misc receipt transaction in Bank module (reverse transaction) and then posted it in GL AR, but i have not posted bank reconciliation yet. The original amount has not disappeared in bank reconciliation and there is no the same amount on…

Hi everyone, i reversed AR misc receipt in Bank module (reverse Transaction) Sage 300. I saw it in GL AR and posted, but it does not show up in bank Reconciliation. So it made out of balance because i cleared Receipt on bank reconciliation but there…

I am unable to post batches from the Web screens of Sage 300 2022. The batches I am attempting to post are small one or 2 entries. I have tried both GL and AP. When I attempt to post them in the web client they just appear hung indicating it is processing…

One business we do payroll for participates in HOOPP (Healthcare of Ontario Pension Plan). Is there a way to set up a deduction code to automatically enter the appropriate contribution amounts each pay? Of note, HOOPP uses an "employee low" and "employee…

Dear Gurus, I am using SAGE 300 Premium 2018. I installed and loaded SAMSYS, SAMINC and SAMLTD. I am at the General Ledger Module --> G/L Transactions, trying to browse Journal Entries. Whenever I scroll to the end of the entries, I will get this…

new v2024 with PU1 installed. Vault and Store owner created. During database setup, complex password created successfully. we were able to login to Sage for day 1. on day 2, it says incorrect password, but when entering admin password for Database…

This error comes up when saving a Payment Batch - in a new company on an old version of Sage. No Payment batches can be saved. There is Check Stock for all the banks. Anyone have experience with this error or have any ideas of where else I should look…

Hello, I am looking to automatically have an overhead allocation hit each job based on the division in which the job was created. Does anyone know if this is possible? Specifically, I am looking to assign an overhead cost of 4% of each contract value…

Hello, I have a special case: 1. We recorded a payment in Sage 300 but in reality we paid that person from another software- so the recording in Sage is only to show the transfer we make in the bank from that account that is connected to our Sage…

We have just upgraded our client Sage 300 to Version 2022 and we have run update 4. When adding a customer, we are getting the message - Description: Internal error. Customer. Operation not allowed. Has anyone encountered this error? All responses…

I am running into a scenario of PO tax update and need help understanding the functionality and if I am following the correct process. Consider the following steps in Sage 300: Create a PO in sage300 with amount 100+taxes (say12). Once PO is fully…

Hello, We're having a problem on O/E Shipment Entry function and could anyone please determine what could be the cause? Is it related to license expiration? Error message: "Invalid input. Cannot determine the fiscal period for Shipment Date. Enter…

Hello, I have a 0.01 credit on a AP vendor's account. How do I get it cleared? Thank you,

Hi Could you kindly assist me with an issue I encountered in Sage300? How Can I reduce “Withdrawals Outstanding” amount on bank Reconcile Statement without affecting in GL accounts?

Hello, I'm new to payroll processing in Sage 300. I'm having an issue trying to post the payroll for the last pay-cycle of 2023. I print the checks out, but their status is not updating to printing, and when I try to post payroll, it says that I have…

Can anyone tell me how to correct this? I can't see what the problem is, but now I can't bill anything in Sage. Description: Tax information for customer XXX is invalid. The corresponding authorities do not match those found in tax group ON. Please…

I'm seeking a solution for the tax calculation outlined below. Within Sage 300, how can we configure the system to perform the following calculation: Gross amount: $100.00 - T1 @ 5%: $5.00 - T2 @ 2.5%: $2.50 - T3 @ 2.5%: $2.50 - T4 @ 1%: $1.00 Subtotal…

Hi Dears, I have a questione , what is the exact set up to calculate interest on invoice for customers. is billing cycle and interest profile connected together for calculation?

Hi, As per the attached Screen shots, We have already reconciled bank reconciliations upto 30th November 2023. when we try to reconcile the month of December 2023, The Bank Reconciliation shows the book balance of last reconciliation as zero. however…

Hi, I have made a couple of entries to retained earning and other balance sheet accounts in a prior year (2022). I can see that the entries have posted correctly in account history but they are not showing up on my trial balance. I believe it is something…

Hello, I have a client who ended up paying us $1.72 more so it is now sitting as unapplied payment (credit) under the vendor's account. I would like to transfer this to a GL account (an interest account) as overpayment. How do I do this? Thank…