SAGE 300 CRE

Line item coding for Sage 300 CRE

Short answer

Sage 300 CRE has line item coding built in. Pulsify reads each line and suggests its ledger account and tax code from how that vendor was coded before.

Last checked

Line item coding means giving every line on a supplier bill its own ledger account, tax code and tracking, not one code for the whole bill.

What Sage 300 CRE does on its own

Each invoice carries distribution lines that name the job, cost code and account. The full gross amount is entered first and the lines spread it. Pending invoices let you enter an invoice that is only partly coded and finish the coding later.

What you need in Sage 300 CRE

  • Sage 300 CRE Accounts Payable

Setting it up in Sage 300 CRE

Where to find it: Accounts Payable > Enter Invoices

  1. Open Accounts Payable and choose invoice entry.
  2. Enter the vendor, invoice number, date and the full gross amount.
  3. Add distribution lines with the job, cost code and account for each part.
  4. Save, or save as pending if the coding is not finished.
  5. To fix coding later use Tasks > Change Invoices, enter the vendor ID and invoice number and change the lines.
  6. Choose Accept Invoice when finished.

Good to know in Sage 300 CRE

  • Change Invoices edits one invoice at a time. It makes reversing entries that net to zero in the period you pick.
  • Changes post to the invoice accounting date. For a closed period change the accounting date to the current period first.

How to do it in Sage 300 CRE

How to enter a vendor invoice with line items in Sage 300 CRE

In Sage 300 CRE, open a new invoice, pick the vendor, add one line per invoice row with a ledger account and tax code, then check the total matches the invoice.

How to code one invoice to several ledger account codes in Sage 300 CRE

In Sage 300 CRE, add a line for each type of cost on the invoice. Set a different ledger account and tax code on each line, then check the total matches the invoice.

How to bulk change account codes on invoice records in Sage 300 CRE

Sage 300 CRE's Change Invoices edits one invoice at a time. No bulk-change tool was found in public sources. Enter the vendor and invoice number, change the account and choose Accept Invoice.

What Pulsify adds

  1. Pulsify reads each invoice into individual line items.
  2. Each line gets its own account and its own tax code.
  3. The account comes from how that supplier's past bills were coded. The tax code comes from the rate printed on the line.
  4. You check every value on an editable review screen before approval.
  5. Bulk edit sets the account and tracking on every line of one invoice, or on many invoices at once.

Pulsify connects to Sage 300 CRE. We set up the connection for you. More about line item coding in Pulsify.

What Pulsify does not do

  • Pulsify aims for 99% accuracy on account and tax coding per line. You still review before approval.
  • Splits are by line amount. There are no percentage splits.

More help

Sources

Last checked 2026-10-19.

Common questions

Can Sage 300 CRE code one invoice to several jobs and cost codes?

Yes. Add one distribution line per job, cost code and account. The gross amount is entered first and the distribution lines spread it.

What are pending invoices in Sage 300 CRE?

Pending invoices allow partly coded invoices to be entered and finished later. The setting can be Not Used, Single User or Multiple Users.

Can I change the cost code on many posted invoices at once?

Not in one step. Tasks > Change Invoices edits one invoice at a time.

Do I need to set up coding rules?

No. Pulsify learns from how your team coded past invoices for each supplier. A coding note in the forwarding email is followed first.

Pulsify setup guides

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