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  • 1-3 Journal Transaction - "Cleared" Status

    I am trying to understand what makes a journal entry in the 1-3 Ledger Transactions be marked as cleared? In my mind after something clears a bank recon then it should be marked as cleared, so the only transactions in the "Open" status are current transactions…

  • Document Scanning

    How do I set up my scanner [Epson ES-400II] to scan documents directly to the AP Invoice I am entering? I know I can scan the document and then attach it to the invoice after entering the invoice, but I want to scan it directly into Sage as part of…

  • AR Pending Post

    I encountered an error while posting a cash receipt to a future period. I have tried the normal fixes making sure that everything is posted and even tried looking to see if there was a pending deposit sitting out there and nothing is there. I need to…

  • Invoice Posted Incorrect Date

    Invoice posted to 8/21/32 instead of 8/21/23. Year ending 10/31/23 is completed. Just noticed error, obviously it affected AP and Job Cost GL. Since invoice paid 8/21/23 the open payables for that vendor is showing a negative number. Screwed up on…

  • Billing / Job Cost/ WIP

    We use Billing Mod. Have Residential material sales, bill retail sales tax. Tax does not post to Income. My question: how can we stop sales tax on Invoice from posting on WIP in Job Cost? Thanks!

  • Accounts Payable - Voided Checks (dates)

    A check was voided using prior year (they forgot to change the date and just used original). Is there a way to turn off the function for using the original date or to change the setting so that it will not default to original date and use the current…

  • Is there a way to mark an invoice to a Job as "Not Billable" as you're entering it in Payable Invoices/Credits?

    Currently, I pull up the Job Costs entry for the invoice right after entering the invoice into Payable Invoices/Credits to make the change, but that's cumbersome and easy to miss if I'm busy. Has anyone found a way to mark a cost Not Billable as the cost…

  • AP Invoice Entries to Future Date

    If an invoice is entered to a future date and you realize that and enter a negative invoice to same date to back out previous entry, these entries are rejected and stay in Post Entries Report - can you delete these entries or do they need to stay there…

  • CONTRACTS " ITEM DERIVED NOT FOUND"

    Hi Everyone, what does this mean? when i post in contracts for some reason I am getting this message for transactions from years ago and they are showing rejected? Please help!

  • If I forgot to close January P/R before starting first payroll for February 2,

    can I still close January while the payroll entries for February are processed but still in the new file?

  • GL entries

    Can I make GL entries to closed years?

  • Vendor Invoice for multiple jobs and overhead

    How do I enter a vendor invoice that has charges for multiple jobs and overhead? Thanks

  • Reverse Retainage from Posted and Paid AP Invoices

    I need to remove retainage from posted and paid AP invoices for one vendor. Our PM approved a retainage invoice as a regular invoice. It got posted and paid. Now I need to get rid of the retainage balance for this vendor on a job.

  • Wyoming Work Comp

    Wyoming has a Work Comp calculation of 58.00 per year. Does anyone have any advice on how to set that up?

  • Direct Cost - Labor in Cost Based Billings

    We are trying to get lines of labor into our T&M cost based billing jobs. We enter the labor through the JC Direct Costs table using category (L). The transaction date is the date worked, the accounting date being end of the work month. We are trying…

  • Closing old jobs in Sage 300 vesrion 2015

    Hi, Where I can find a training video of closing old jobs and move them to archive? Sepideh

  • Payroll

    Can I reprint a PR check after posting?

  • After you final compute payroll, does it matter what order you do the rest (Creating Direct Deposit File, Posting Payroll to GL & Emailing Deposit Notices)?

    I was told in training that I had to email deposit notices first, then create a NACHA file through the Direct Deposit File Manager, then post payroll to GL. They seemed very adamant it had to be done in that order but reading through Sage help and trying…

  • Accounts Recievable

    How do you process a check for a Refund from a Supplier without showing it as income or applying it to Job Costing? Example: We replaced a defective water heater, we paid for the water heater and the supplier refunded the price by sending a check. When…

  • How do I apply a check I received against a credit invoice in A/P?

    I have an credit invoice in Accounts Payable for a pending deposit refund and received a Check from the vendor for the refund. How do I apply the payment against the AP Invoice?

  • Duplicate AR Invoice Numbers

    For some reason I found a glitch where my 3-2 AR Invoice window has been producing multiple duplicate invoice numbers. They are about a month apart but it seems to have stopped. I have no idea why it did this and what the fix is? Anyone? Thanks…

  • Sage Paperless

    I have an Invoice that was entered as a CREDIT CARD RECEIPT. I changed the Document Type to Invoice. How do I find this invoice in Invoice Manager in order to route out for approval?

  • How can I apply Credit Card purchases to jobs?

    I have tried to add in through AP. However, when I go to Job Cost, the receipts are not showing. I also tried to add in under 4-7-3 and still not coming up under job cost. We need to be able to see total job cost for the specific job and gross profit…

  • Accounts Payable

    We have a single vendor that we have two accounts # for. What is the best way to set this up ?

  • Sage 300 CRE Find Deleted Invoices

    We believe a user deleted some AP vendor invoices. How can we find deleted AP vendor invoices in Sage 300 CRE?

*Community Hub is the new name for Sage City