Sage Construction & Real Estate

I need to run a report that shows how much we paid to various vendors, that lists amounts paid and dates. Anyone know of a report out there like that? I can't seem to find one. I would think it woudl be a standard report? Thanks in advance!

Hello, Recently we have moved from a publicly listed company to a limited liability one and looking to change the name on sage reports .

Hello, I’m new to Sage and looking to access estimates through Power BI. I’ve connected through ODBC, but I do not see how to get estimate information, only Database information. any ideas?

When will the year end be posted?

Hello, What report do I run that will give me PR totals by a specific date range? Thank you in advance.

We have changed the AP invoice aging w/cut off to show the job number. It worked great except that it has a huge number of lines that have no dollar amount. These lines just show the vendor number and name as well as the job number and name. Can someone…

How can I fix $1 off on balance sheet? TB is balanced but total assets is rounded down while equity/liabilities rounded up. Thanks.

This is a standard report in the system we currently use and is called P/R Edit List by Job. We are in the middle of programming the Sage system and have run a mock payroll but it is not yet posted. However the above mentioned edit report is provided…

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…

I have an Invoice that is showing in my aging as open however when you do an inquiry on that invoice it shows paid in full. How do I get this invoice off my aging report?

I'm looking to run a Customer Statement Detail by Accounting Date that includes retainage invoiced and paid. When I run the report, even though I have the "include retainage" box checked off, neither show up.

We use a custom crystal report for our AIA type billing. Previously the items in the ITEM NO. column printed in the order that they appear in the Contract (which is correct). Recently certain items are printing seemingly randomly out of order. We did…

We are a subcontractor for many different General Contractors. Many of our projects are OCIP's. I need to track the expiration dates of these OCIP certs. Do you know where / how I would enter them? Thanks, Bonnie

We have received our PPP loan money. We are going to begin to pay employees this week. I am considering creating a new job to track all costs including payroll, fringe, health, retirement and other costs. Is this the best way to track these costs or is…

Hello~ I need to break out the YTD jobs costs by L,M,E,S,O, but I can only do this with JTD costs. I'm a newbie and not yet familiar with all the reports. Thank you, Katherine

Hi everyone. I'm trying to compare revenue from two different systems. I'm not familiar enough with Sage 300 CRE. How do I print a list of all invoices created last year? I'd appreciate any help that could be provided. Thank you! Eric

Does anyone know why the jobs I set up in Job Cost doesn't show up in the range selection. For instance, I'm trying to run a Labor Hours report and the jobs I set up recently aren't showing up int he ranges. Help! please and thank you!

I added a couple new accounts and they are not showing up on my financials. First one is not showing up on my Income Statement. I comparted the set up to others that are pulling to the financial and it is the same.Second-I made sure that it is included…

I usually use the year to date ledger to print the GL for 2 or 3 months. I'd like to print it for Nov-Jan but it won't allow me to cross into the new year. Any solutions or another report that I could use?

OK, I rarely use RD anymore. Use Crystal more often but love RD for quick and fast reports. I need to show in a formula amounts greater then a specific Cost Code or Division I have tried >= "10-00-00" (they have cost code xx-xx-xx) and >= "100000…

Good Day!!! I wanted to understand why the OCIP report and Time Entry Reports would come up with different worked hours and dollar amounts. After further review, I found that the OCIP report is calculating all OT hours at a regular rate. Is this normal…

I am trying to view via search/report what assemblies/items are being used on all current Estimates. Something that can be viewed using a report/search if it exists. That way if I need to know what all estimates contain a certain item/assembly it will…

I have created a data warehouse database within the Sage 300 CRE SQL replicated databases to merge some of the data from both Timberline and Timberscan for reporting. I have been able to write the Crystal Report and have it work when previewing from with…

I am having an issue with a Crystal Report that I have pulling the data from the SQL replicated data. The data pulls when I run the report in both Crystal Reports and also when I run from within Sage from any of our companies. Upon having a user try and…

I am new to Sage 300, coming from quickbooks and I have not been able to get a certified payroll report out of sage that has all the information needed. Does anyone have a report they can send me that meet NJ requirements or suggest a website or consultant…