Sage Construction & Real Estate

We have an employee who is presenting a NYS IT-2104-E Certificate of Exemption from Withholding. There is no selection for this in the PR module. How do we set this up in the employees profile?

Sage 300 CRE desktop - applications tab/list not showing payroll the payroll module is installed and you can start it from the start menu and it works. In sage desktop in the leftmost applications, left of favorites there is no payroll.

My team recently noticed some jobs which have costs posted to them, but still show as "Unstarted". Wondering what the trigger is in the software which makes a job go from "Unstarted" to "In Progress". We run several reports and even simply go into inquiry…

I just recently started to use the Address Book module. I have noticed that most of my AP vendors, although appear in address book, do not have addresses associated with them. I need to do a mass mailing to all AP and AR vendors. Is there a way to populate…

Minimize Overlines is grayed out for an estimate, but not others. What did I do to cause this?

I went to cut a check today, and when I go to "select invoices", the "set to pay" column has completely disappeared, and is not available to select in the "show/hide columns" drop down window". Does anyone know what happened and how I can get it back…

The Invoice screen is so small how do you expand it so that all the columns are visable. I have clicked on the screen in the upper right corner but nothing expands.

Can a vendor address address be updated after it was initially added?

I am trying to enter 2 different tax withholdings for an employee. They want 1 amount for the federal and different amount for the state. They filled out a W-4 and a WT-4. Is this possible and where do I make the changes?

When using accounts payable - as an example - the pop up windows contents are extremely small. I am running windows 11. I have contacted technical support and anyone they will forward me to. The only answers I have gotten have been to purchase non hd…

Is there guidance from Sage regarding Sage 300 CRE setup of ORPFL and ORPFL_E specific to Employers using a Fully Insured "Equivalent Plan"?

When moving a standard code over in Job Central, normally the assigned category would automatically be checked. However now it is checking the incorrect one or not checking it at all. I can remove the checked mark but it is not allowing me to check a…

I need to make certain AP vendors and/or invoices not accessible to everyone in my company. Is there a way to limit access or hide thaese records from users?

Hi all, we used to utilize Job Cost for all of our A/R and had no issues. From advise of our Sage consultant, we added Accounts Receivable module, which also included the Contracts module as well. We've had it for over a year now and I don't like it.…

So whenever I go into the general ledge module and go to tasks and post entries, the screen for entry posting is relatively small. Even if I enlarge the window, the size of the journal entry boxes stay the same. So if I have an entry with 70 line items…

I gave a new computer to a user. On her old computer when you click the paperclip icon to open the attachment window, it would open to the File Links tab. Normally this window opens to the Notes tab. Does anyone know where this option is set? I don't…

How is everyone using Sage to help track dates as it relates to sending required bond / lien notifications for unpaid AR? Thanks!

I have spent way too much time trying to find a replacement envelope for RN DWE323. Sage needs to find an alternate envelope for it's customers. Has anyone found one that will match up to the payroll and AP checks?

GL Activity - Items are not hitting GL for the bank account, AP, AR until bank reconciliation is completed. Is this a setting? Thank you in advance for all answers!

Can someone please explain the Origin of policy code on the ACA Coverage Tab please? Thanks, Laurie

Hello To All You Sage Gurus I've got three of my users in the Finance Department that have been getting this error message below. I know this error has to do with connectivity, but for the life of me I cannot find any documentation on it. The…

Hello, I use the Sage 300 Construction Correspondence log in the Project Management Module. I often have to hand type out 8-10 lines of repetitive information for each subcontractor I enter in the log. Is there a way to give the system the name of a…

How to add/change Standard Cost Codes in Job Cost

Why does it print each time I go in to Payroll-Employee-Setup and look at an Employee's information? Is there a way to make it not do this? Thanks!

We recently migrated our local server installation of Sage 300 CRE to another server. (Sage V. 20.5.1) Since then, all users are prompted to login to a DB whenever they preview an invoice in Service Mgt. Sage support has not been able to resolve this…