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  • Address Book and Accounts Payable Vendors

    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…

  • Pop Up Window Re-Sizing Contents

    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…

  • CORRESPONDENCE LOG - ADDING MULTIPLE LINE ITEMS AT ONCE

    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…

  • Subcontractor and Tier 2 Diversity Spend

    We are getting more requirements from our Owners to formally report our Tier 1 and Tier 2 Diversity spend. We have all of our subcontractors set up in Procore with their diversity status but it looks like getting the spend report out of there is not going…

  • Joint Check

    Does anyone have experience tracking joint checks at the commitment level? I have attempted to set this up and it tries to pay the whole amount of the joint check agreement on the first invoice. Is there a way for me to be able to set it up at the commitment…

  • Tax Exempt Jobs

    Need to find a way to track sales tax charged on invoices for tax exempt jobs. Is there a way to setup a job as tax exempt in Contracts? Sorry, but I'm new to Sage and without a lot of direction....

  • Subcontract Compliance - Release Management in CA

    Does anyone use the Subcontract Compliance feature for both Private AND Public Works projects in California? From all the articles i've read, the standard setup and options are not conducive to our state and customer requirements. I'm wondering if anyone…

  • Tool Bar HELP in Accounts Payable..

    HELP.. When I go to Accounts Payable and go to Inquiry and then bring up the name of the company etc that window that comes up is so far up in the header that I'm unable to use any of the functions on the inquiry toolbar how can I get the top of that…

  • Vendors Types

    Just a general question, what is the difference betweeen the 4 Vendor Types as in the Job Compliance section? Thank you in advance Susan

  • Making the Phase field in AR Invoice Distributions functioning

    I am trying to figure out how to make the Phase field in AR for Invoice Distributions functioning since clearly when setup originally that was not completed. I understand that this has to be done in GL > File > Company Settings > Custom Descriptions…

  • Changing the Default Bank Account

    Hello, I am trying to figure out how to change the Bank Account when selecting checks so that it always picks our new bank account. I have to manually go in and change from our old bank account to our new account it does not have this as the default…

  • Automatically requiring a Misc. Compliance for a vendor on every job.

    I have been doing this for a long time - but maybe I cant see the tree's.... How can I setup a Misc. Compliance item for a vendor that is required for every Job (that is Job specific - requiring a received date) without having someone enter them in…

  • Credit Card Management

    We have approximately 40 separate entities that may or may not use credit cards. Is anyone using CC Management in that type of environment? If so, are you setting up a separate Credit Card "Bank" for each entity?

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