TUG Tip - Sage 100 Contractor

Reconciling Master POs

How do you find the sub purchase orders issued from a Master PO? When new PO's are created it puts the original Master Po # in the Document # field at the top of the sub purchase orders. You could then write a query to pull all POs for that document #.

TUG Tip - Sage 100 Contractor

Supplemental 2026 Payroll Tax Update Release

Right on the heels of the year‑end Sage 100 Contractor update comes a supplemental update (Build 27.3.134) you won’t want to miss. If you process payroll in any of the following states, this release is especially important — it includes updated state payroll tax tables that must be installed to ensure accurate 2026 payroll calculations:

TUG Tip - Sage 100 Contractor

OT Hours and Compensation Added with Tax Update 27.3108

How the Federal Qualified OT Compensation is Calculated: Total worked hours per week must be greater than 40 to qualify for the Federal OT tax break. New Queries available in menu 5-2-2. New Fields to hold the Fed OT Hours and Compensation. These fields will be calculated during the data entry process.

TUG Tip - Sage 100 Contractor

Easy to Use Built-In Calculator

Did you know Sage 100 Contractor has a built-in calculator that can be used in any value field to perform a mathematical function? Simply enter the first value, then a +, -, * or / function and the next value. Hit enter to put the results in that field. The calculator can also be accessed by using the F3 function key. Need accountability? Use Excel to enter a list of values and then use AutoSum to get their totals. This way you can double-check your work. It’s time to ditch that large adding machine to free up valuable desk space!

TUG Tip - Sage 100 Contractor

Sage 100 Contractor - Don't Forget to Close Payroll!

Tag your calendar now with the date you will be processing your first payroll dated in 2026. BEFORE you do that, be sure to Close Payroll (Menu 5-3-8). It’s a simple step that ensures your 2025 payroll records are retained and sets you up smoothly for the new year.

TUG Tip - Sage 100 Contractor

A/P Check Transmittal Report

Have you ever printed a check for a vendor with multiple invoices and they all don't fit on the check stub? A way around that is to print the "check transmittal" in the 4-3-2, Pay Vendors window, however it has to be printed before you print the checks.

TUG Tip - Sage 100 Contractor

Adding Reports to Sage's Homepage

Did you know that you can store your reports on your home page instead of going through the menu? When you are at the printing window of a report that you run, select the report and then at the top of the window select the drop down arrow next to "Create Shortcut". From there choose an activity center page where you would like to see the report displayed.

TUG Tip - Sage 100 Contractor

Multiple Addresses for Vendor

Have you ever had a vendor that has their local address, but their remit payment address is different? In the 4-4, “Vendors” window there is a way you can enter in that additional information. Select “Options” at the top of the window and select “Vendor Remit”. Fill in the grid and save. That address will now be the one that prints on the vendor checks.

TUG Tip -- Sage 100 Contractor

Time Savers - Entry Into Multiple Cells at Once

We all need to save time. Even a few keystrokes can add up and make a difference! Did you know that you can highlight multiple cells and type in information. This will fill the cells in at once! Not only will it save your time, it will also improve accuracy.

TUG Tip -- Sage 100 Contractor

Adding a "note" to a report

Have you ever needed to include a memo/note on a report? All you need to do is click on the yellow sticky note icon at the top and type in the information. You can save it and it will be there the next time you print that report, or you can make a new one.

TUG Tip -- Sage 100 Contractor

Creating a New Query?

Did You Know - in order to enable the drill down feature within a query to get further down into your information, you MUST include the Record# in Step 1 of the Query Wizard Setup process!

TUG Tip -- Sage 100 Contractor

Printing Defaults

To save time, set up defaults for printing reports. When the report printing window is open, select the report that you print and then select "Defaults" at the top of the window. From there you have the option of saving the printed report as your default. You also have the option of entering in information in the criteria fields on the right hand side of the screen and saving those printing defaults as well.

TUG Tip -- Sage 100 Contractor

Easily Create Form Design With Lots of Text

It's easy to create Form Designs with a lot of text area. Use Microsoft Word FIRST to format the text - then paste into your Form Design. In Word, mimic the font and margin, then enter a "hard return" where the lines are formed. This will force Form Design to properly format the text for the margins when pasted.

TUG Tip -- Sage 100 Contractor

Check Your Backup

It is a good idea to check that your nightly Sage 100 Contractor backups are running as they should. One of the ways to do this is to go into Database Administration - Tune Up/Back Up/Restore - Back Up Companies and sort on the Last Backup Column. If any of the Company files are not backing up, determine why!

TUG Tip -- Sage 100 Contractor

Payroll Archiving

After archiving your payroll for the year, don't forget to add it to the Nightly Maintenance Schedule in Database Administration.

TUG Tip -- Sage 100 Contractor

Manage Period Availability

If you log on to Sage 100 Contractor as a company administrator and access Menu 1-6 - Period and Fiscal Year Management/Manage Period Availability, you can control which fiscal periods accept posting by locking access to any posting periods except the current period. When you lock access to a fiscal period, operators cannot post to that period.

TUG Tip -- Sage 100 Contractor

Finding Your Logo File

When adding or updating a logo on a report form, Sage will only show Bitmap (.bmp) files. To find your JPEG file, enter *.* at “File Name.” This will allow you to see all the files in the folder.

TUG Tip -- Sage 100 Contractor

Vendor Search Shortcut

Have you ever tried to run a job or vendor report (Examples: 6-1-2-61, 4-1-5-21, 4-1-6) and when it comes time to enter in the vendor #, you can’t remember what it is? Instead of opening up another window and doing a vendor search, just click F5 when the cursor is in the Vendor # field. From there, search for your vendor and double click on it.

TUG Tip -- Sage 100 Contractor

Sage 100 Contractor - Bank Transfers Made Easy

Use Menu 1-1 Checks and Bank Charges/Options/Transfer to Another Account (or 1-2 Deposits and Interest) to easily transfer funds between cash accounts. The entry will create two separate journal transaction records – one for each account – utilizing a clearing account.

TUG Tip -- Sage 100 Contractor

Removing Unwanted Phases

Have you ever entered a Phase on a Job then realized an error and need to delete it? You cannot delete the phase one cell at a time. Instead, cut the whole row and save. Done!

TUG Tip -- Sage 100 Contractor

Another Database Lookup Option

Did you know you can use the “?” to open a database lookup table window instead of selecting the F5 key (or activating the Display Lookup Window icon)?

TUG Tip --Sage 100 Contractor

Sage 100 Contractor - Duplex Printing

Let's save a few trees!  The "Duplex" checkbox on printing screens can be activated if you have a printer that will print on both sides.  You can activate the checkbox for a one-time printing, or select  'Default/Save Printing Defaults' if you'd always like the checkbox activated.

TUG Tip -- Sage 100 Contractor

Time Savers - Entry Into Multiple Cells at ONCE

We all need to save time.  Even a few keystrokes can add up and make a difference! Did you know that you can highlight multiple cells and type in information.  This will fill the cells in at once!  Not only will it save your time, it will also improve accuracy.

TUG Tip -- Sage100 Contractor

Easily match the posting period to transaction date

Did you know you can set your posting period to automatically match transaction dates?

Note the new check box at menu # 1-8: General Ledger Setup labeled "Set posting period from transaction date."

When the box is checked the posting period will automatically update to match the transaction date (as long as the period is open.) This can be overridden if desired..

TUG Tip -- Sage 100 Contractor

Project Hot List

You manage project Vendor invoices for review by 'checking' the box Hot List