Sage Construction & Real Estate

Can we create a SOC 1 Type II report in which service auditors test the internal controls over Sage reporting?

Does anyone know of or have a report that shows the Actaul Start Date of a job? I can't seem to find one. Can only find reports that list if the job is In Progress or Closed, or the Closed date. TIA! Annie

I have a situation where a job was invoiced and paid with the wrong job number. The invoice was entered via Job Cost/Enter Billings and paid via Job Cost/Enter Cash Receipts. Is there a way for me to change that job number so reporting is accurate?

I can't find Contracts anywhere. I need to see the history of our contract values. Where do I go to find Contracts? TIA!

Does anyone have a report that will not only show invoice detail for commitments but also invoices billed over commitment? I know it is backwards but we frequently process the commitments after the invoices are entered. I then have to go in and attache…

Hello, We use the Property Managment Delinquent Tenants inquiry to see balances that are past due. As of last week we can no longer click on the Balance column dollar amount to see the detail. We get an error that says "No open item records for…

Hi, I am new to Sage, How do I run a report that will give all the open invoices for a specific project ?

HI, I'm running a YTD ledger with multiple accounts selected in the ranges box. Is there a way to save this report as I have to run it monthly and it's very time consuming selecting multiple accounts each time?

AP-Invoice Registers-Invoices Selected for Payment For whatever reason, when I go to this report, it lists 2 items that do not have a balance due, nor are they included on my list when i go to 'Select Invoices for Payment'. I would like to get these…

On the bottom of my Payroll Check Journal, I'll often get a message - "2 warnings - check the System Log in the Log Viewer". But when I open the Log Viewer there are no warnings there. Is there something else I need to do to view these errors?

I just posted cash receipts in JC with a future accounting date and I'd like to change the date. Is there an easy way to do this?

I am new to this program and cannot seem to find the right reports that I need that would include everything for the auditors. Any suggestions?

Project manager is looking for a report that will show how much an employee is costing him based on a specific job. Is there a report out there that will show a specific employees hours, for a specific job and what labor costs are included?

Is there a way to print a pack list that we give to customers when we deliver products and have them sign for proof of delivery? Currently, we put together a spreadsheet and hand type. I was hoping there was a way for at least box sale items where we…

Hello, I recently ran my JC summary reconciliation report and have a difference of $900 in my GL that is not showing up in my JC on the subcontractor line of the report. What reports do i run to narrow down where the mistake is at? Looks like it was…

I'm using Crystal Reports, i would like to print out the memo field from custom fields for any employees who have a memo entered? "PRM_MASTER__EMPLOYEE__CUSTOM_FIELDS" is the table and "Employee_Custom_Flds_Nots: Memo" is the field This is not…

Anyone work with State of Ohio ODOT and have to submit Certified Payroll Report in xml format? Have you figured out a way to submit payrolls in the xml format?

Is there a way to preview what W2's will look like before doing the actaul W2 process? At this point someone at Sage helps me run them as I haven't learned the process yet. Would like to be able to at least preview the numbers so I know we're set for…

Is there a way to either download or print the vendor invoice list that appears on Select Invoices to Pay?

I am in search of a resource to help me generate these reports from SAGE CRE 300. The system will only go back 23 months. Looking for recommendations on a resource that can assit me in createing these quickly.

I am looking for a Weekly Labor Report that includes ALL PR costs (Burden, Reimbursements, etc) that can be run by Period End Date NOT Accounting Date. (I know I can condition it with the PED after the accounting date is selected but that's not what I…

Is there a report that shows all of the posting detail for a specific job? I am looking for a job cost detail report that shows the detailed cost for each cost code.

I need to create a formula that adds employee DOB to today's date. I've tried using system date but I receive an error that the field types are different. Has anyone used system date in a date calculation formula? Thanks

We have started using the enter pending invoices function. How do you print a pending AP register with detail that shows the distributions so I can proof the invoices? Thanks.

Does anyone have a good process they could share for this? We just switched from Yardi to Sage 300 CRE and in Yardi there was a function where you can see your subcontractors total retainage billed (match it to their retainage invoice at the end of their…