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Is there a way to generate an accounts receivable report for a time period that includes matters that are closed or inactive?

Hi All! We're using Sage X3 in the US but I think this question would apply across all continents! We have been trying to build out a process for Chargebacks where Debit Notes are created that post against the AR account. Here's the scenario we have…

We did the update to 25.3.84, we archived payroll for 2023. Now I am trying to create AR invoices for our customers but it is not following the sequential numbering anymore. I am creating invoices today and usually after creating one invoice, the next…

How to get 3-2 Receivable Invoice numbers to autofill with 5 digit sequential numbers? It has started using 6 digits that we don't use.

We have been setting up phases in Sage 100 Contractor for each small job for a customer instead of setting up several small jobs. We then have been billing each phase. It is my understanding that we can not close the phases in sage 100 contractor. …

Hello, I wanted to see if anyone had a work around for this issue related to retention and invoice due dates. Example: We have progress billing for November outstanding that has not been paid. In December, we are 100% complete with the job and…

Is there a way to print a report from Customers that lists the cheque number rather than the receipt numbers?

Is there a way to merge two Accounts Payable or two Accounts Receivables that should be the same account, but are missing a word ie Ltd or Inc at the end?

Can I generate pending invoices in Sage 50. If so, how?

Looking to see how big AR Invoice History Header and Detail files can get before there is a performance hit or a file size limit. We are looking at importing AR invoice details going forward in 2024, instead of a 1 line summary per invoice (actually…

We have an incorrect invoice in our Accounts Receivable system from 2022. The invoice was created without an invoice number. I would like to create a credit invoice to remove it from the aging, but since it does not have an invoice number, it does not…

Hi all, When I try to disconnet paypal from sage 50 it shows: Sorry, we were unable to disconnect your account. Please try again later. Could I just cancel the paypal account so sage 50 will not able to connect the paypal account and allow me…

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…

I am trying to get into the setup option "Price Level by Customer Maintenance" but am receiving and error message. Is there somewhere where I can enable this option?

Hey All, We are still new to Sage 100. I can run a report to see what we invoiced for each month. (3-1-2 Report # 21). However, I was wanting to run a report to show everything thus far this year. January till November. Is there a way to do that? To…

My company has two departments, the main account dept are doing a process called Backdating. While they do this, another department is doing customer lookups for their current balances. The issue is when the main Account Dept is doing the backdating;…

Does SAGE have a feature that will automatically apply a customers credit towards open invoices? We have a customer that had a fairly large dollar value of credits on his account. We've been waiting to get direction from them on what to do with them and…

Hello, We are having issues with the ability to email our customers their statements every month. It gives us a error message of, "Unable to send email via Outlook: Sorry, something went wrong. You may want to try again." It does then show up in…

Hello! How to record payment in Sales deducted from Employees' salaries? I need to post bank transaction for the employee's net payment which is less the amount he has to pay for the company. Record payment doesn't give me that option. The Payroll…

Hi, For one of our customers, we enter a sales order with the Deposit Payment Type of Pre-paid, but is there a way to see what GL account it is going to? I am trying to track from a previous order, and under the totals Tab that is where it mentions…

In October I applied a payment received as a prepayment. When I offset the payment I accidentally put Batch date as September, but the receipt date the same as the payment (October). My question is if it will affect the month end in September and October…

Hi everyone, I'm new to Sage 200 Evolution and I am trying to locate the transactions below that where entered in the PR_PmtRec table via an API. Could someone please guide me through the interface on where to find these transactions? Your help…

Sage 2019 app n db on one server. SQL database in use. Users of AR module were complaining of batch posting being slow so a reboot was done. After reboot realized , Ar module completely disappeared. Steps taken: 1. Did a sage full repair yet AR…

Is there a report that will show a list of customer invoices and the payments + credit memos applied against it? We have a customer that is constantly trying to re-use credit memos. Thanks for your input!

We just upgraded from Sage 100C V2019 in that version and all the others before we have been able to add on the fly ship to addresses. In 2022 it looks like someone thought it would be a great idea to remove that permission able item, either that or they…