Sage Construction & Real Estate

AP has a batch stuck. We know the number, but seem unable to make any changes to the batch. We have not been able to view, edit, or post the batch. Help!

In GL after all batches are posted, new.glt disappears. Sys admin has to go into GL>Tasks>Record Entries and create a new.glt file. Users don't get the option to create.

How do I change the check starting number in AP so that the sequence follows that check number?

Hello! I have already generated May rent but I have a change to the base and operating rent for 1 tenant. I'd like to see that change when I print out the rent roll. Can I do that? Or do I have to wait until I generate June rent?

We have recently added a mechanic to our payroll and I would like to charge his time to the piece of equipment he is maintaining, for accurate equipment maintenance costs. Is there a way to code his time to equipment for processing?

Hi We've been using EQ modulo, to allocate Equipment to Jobs. We use Revenue in EQ, hours of usage are imported to Sage as csv file (comes from third party software). All EQ cost is allocated to jobs and shows properly in all Job Cost Reports. We…

I would like to setup payroll and job cost to produce weekly reports for our current Davis Bacon job. What is the process to do this?

Recently we have been working to get import time from 3rd party. Creating a .csv file we are able to get all the time entries in for employees. However, we are having challenges with equipment hour populating in the Equipment Detail window. Is it possible…

What is the difference between running a payroll report by period end date and running it by check date?

Hello, All! Does anyone know where the NACHA file is pulling the Destination Name field 11 (Bank Name) from? The name in our NACHA file is incomplete - only using 8 spaces and the allowed length is 23. It is correct at the Bank Account Set up in Cash…

We have an employee that is located in Minnesota and has a federal filing status of Head of Household. We are getting an error message that they have an invalid filing status. Minnesota does recognize the Head of Household filing status and requires that…

Moved all closed contract and found I have an old one with and incorrect "Cash Receipts" even through it was paid in full. How do i fix as this is years old so I can move to history.

Can we connect a retainage AP invoice to the original invoice that the retainage was being held from to clear out the balance? For example: Invoice # 1234 is for $1000 with a $200 retainage. We write a check to the vendor for $800. The vendor sends…

Is there a way to get my change orders to show up on a separate line in contract based billing? When i enter our totals in the billing module i would like to have the change orders listed separately.

I need to void several checks in Payroll for January and February to correct a local that was set up incorrectly. I think I just void them with a March accounting date and a new check date so as to not affect the closed months financials. Then I need…

What is the proper way to change a cost code from the original estimate? The original estimate was entered thru JC - Tasks - enter Estimates, as one amount now the PM wants to break out that one amount into multiple cost codes.

I have an employee who's check is processed but will not print. It's a $0 check because it's all going to 401K but it should still complete the payroll process.

Can you adjust a A/R balance directly into a GL Loan account thru the Adjust AR?

I went to the knowledge base to see how to set up the PA locals and I thought I did it correctly and now I am not so sure. This is our first-time having work in PA and it is very confusing. Anyone a pro at PA local's setups? I set up the resident local…

I have an employee who wants absolutely no taxes taken out of their payroll check. (Federal and Wisconsin) Can someone please let me know what I need to do on the employee setup to get to this result? I put '0' in the Exemptions box but he's still getting…

My company has many ACH payments set up in our banking system so we have to record all those payments in Sage. I am the new to the company so I am not aware of the steps of how to record it. I have a couple of questions below. 1. Should I enter any…

I'm doing the bank reconciliation. I have a fee that is withdrawn from our account, but it is for a specific job. How do I go about charging that fee to the job plus being able to clear it from my bank reconciliation. I hope someone can help.

I enter my payroll time manually, can I enter time over the course of 2 days and not lose anything I have already entered

how do i void a outstanding withdrawl in cash management

Hello, Is there a way to set up automatic discount when customer pays early in A/R base on payment terms? Thanks. Trang