Sage Construction & Real Estate

We are looking to edit the way our format for the schedule of values outputs & prints, is there a way to edit this? Or is this a default that is unable to change? The same goes for our estimate template.

How do I create a report that will show me a summary balance total paid to a Vendor/Subcontractor in a specific time period ?

I m looking for a report that shows employees hours and wages

What is the correct steps to run a payroll register for the year?

I would like to create a report that shows me vendors without an invoice during the past 15 months. I know I can create a condition each time for "last invoice date <= (date 15 months prior). Or create a condition based on input. Is there a way to create…

Can anyone tell me what benefit statements or compensation statements they use that they really like?

I setup a job cost extra. Job Cost > Setup > Extra. However, when I go to run the Job cost extra report the extra number I just setup does not appear. Why?

Can anyone line up the office connector reporting to the following report within AP AP --> Reports --> Invoice Regesiter --> Invoices Selected for Payment I would like to generate this report within Office Connector to have the information within…

We are currently integrated with Procore, so all our subcontractor invoices are created in and synced from Procore to Sage, so we do not enter invoices manually. When our subcontractors bill their retainage, it creates a $0.00 invoice in Sage. Does anyone…

Apparently Procore send JC trans for Contract CO's and the current AIA style billing designs don't take that into account. So, the knowledge base article says to call sage professional services. They can't help until after Sept 12. Does anyone have a…

I am looking for a job cost from 2017. When I go to look for it, I select new, current and history and there's no 2017 showing up in the system. It goes from 2014 to 2019. Can someone explain where I can find my missing job cost please?

We are beginning a project in which our subcontractors are to be excluded from our insurance audit totals. Since these same subcontractors may be working on other projects for us that will be included in the audit totals, does anyone have a solution would…

We need to run a Job Cost report in Sage 300 CRE for a specific job and period that includes the invoice images for the invoices included on the JC report. We import invoices from Timberscan but the TS Job Cost Inquiry report file is too large to email…

I have a column of values that are the result of an equation. When I try to sum these values, I do not get the correct total. I have been trying to insert a sum and selecting the formula field for the column in the field explorer. The column is part…

Is there a report that can provide the information requested from the US Bureau of Labor Statics?

When running our 941, it is coming up short for our total employee count for box 1. It appears if an employee is terminated in the middle of a quarter, they are excluded from the total employee count even if they received a paycheck during that quarter…

Does anyone have a report they are willing to share that correctly calculates the workers comp basis by job? Sage only tracks workers comp basis by workers comp state/code. Thanks in advance.

I am trying to correct a formula on one of our Certified Reports (in Report Designer) to where I need to be able to calculate an hourly fringe rate based off their fringes and Union Class/Certified Class. I can correctly calculate the total fringe amount…

When billing a customer with a quick bill, to see which jobs are open for a certain customer, I first run a report from Job Cost - Reports - Lists - Jobs. Then I enter 2 conditions: 1.Status not equal to closed and 2. AR Customer equal to the Customer…

EFT payments fail to print on check registers. And I called support & was told the direct deposit (Nacha) file automatically generates-it does not. The report only shows employee names with total of all deposits to multiple accounts, no routing, no account…

HOW TO GET A REPORT IN PAYROLL FOR A SPECIFIC JOB NUMBER (SINCE WE ARE JOB COST EVERYTHING) ON A SPECIFIC EMPLOYEE. OR HOW TO FILTER TO GET A CERTAIN REPORT FOR SPECIFIC JOB NUMBER & EMPLOYEE

Hello Sage CRE community: Wondering if anyone out there has a custom report design they can share for this weekly reporting...?

I have been searching everywhere to find an inquiry that has the last billing date for a contract. Does anyone know if such a thing exists? I can't even find where this information is stored in contracts, billing, job cost, AR, anywhere. Your help is…

My CPA is asking for a report showing revenue by state. I have no idea how to find this. Any suggestions, please.

Hello When I run an AR Aging by Customer report, all customers default to 30 Net Days even though we have a few customers set up as 60 Net days under terms. So a customer (set up as 60 day term) will show on the aging report as 30 days past due when…