Sage Construction & Real Estate

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…

Hello, I am new to Sage and we recently converted from another ERP.. We are looking for a report with the following information that can be exported to excel.. Customer, Customer Name, Job, Job Name, Invoice Number, Invoice Date, Invoice Due Date…

Hello, I need to run a financial statement for 3/21 and 9/21, however when I try to go back to those months in GL, I cannot get the information and total to date. Does anyone have a report they can share that will pull the information I need?

My company used the ACH payment option to record a manual payment. The invoice shows as paid in the AP invoice register but shows as payable in all the AP reports. How do I get these invoices off of the reports?

Is there any way to run a Check Register in Cash Management using the Accounting Date along with the JOB ID as Conditions?

Once an Estimate is entered in Sage and locked. can we track the change order estimates on a different report? Does the estimate automatically update once a change request/order has been approved? is there any way to diferenciate between the origianl…

I need to be able to run a report of any oustanding AP checks and then export that to Excel. Is there a report like that?

Looking to see if anyone has begun working with ChatGPT and its functionality within Sage 300 CRE Hoping to learn if others are utilizing the software to provide analytical insights within the Payroll Module. Excited to see the potential future…

Good afternoon, does anyone know how to schedule a report to run each week/month etc so that it will automatically run? This would be a great tool for running my weekly reports especially if I am not in the office and in the field. Thank you

Hello! Is there a way to create a separate folder for commonly used reports? This way, I don't have to keep on locating them. Much appreciated, Tess

Hello community! Im looking for an experienced Crystal Report consultant that can help me design a report off our Sage300CRE, specifically pulling data from JC, PJ, CN, AR modules. Please provide me a quote for this service. Thanks! RosaLynn

a contract job does not show up on the aging report

I'm trying to run a TB for last year (2022), but the Trial Balance report only gives me current period. How can I either add TB to the Financial Statement section or run a TB for a prior period?

We run the AR Aging Detail by Customer (RD version) and lately we have had some payments that have come in that don't get applied to an invoice right away. So, they get entered as customer cash receipts and we indicate which project they relate to by…

I am looking for a report that reports the accounting date on the "New" file invoices exported from GC Pay. I'm attempting to confirm accounting dates PRIOR to posting.

We use Sage CRE 300. I wrote a report using Report Designer several years ago using the Date Stamp record in the AP Invoice file so I would know when a record was entered. Recently I noticed that all the Date Stamp records and the Time Stamp records…

We have downloaded version 22 1/7/22. I entered our payroll info today - posted the info and when I went to print the file it showed new/current/history. last week it would have current/history only? Is there a glitch with the version 22?

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 looked for resources on Sage University for the Report Designer, but there's nothing. Only crystal reports gets mentioned despite them both having tabs. I can't find crystal reports by name except for an upgrade exe, so I'm really confused. Are…

We are in need of a report that can show unit cost based on labor cost. Is there a report that exist where we can enter quantities weekly so we can analyze labor cost vs unit production?