Our company has decided they want to change the AR Aging Invoice by Invoice Date to Due Date.
Is there anything I should be aware of or need to run after I change the option? I would assume there is some utility I need to run that will recalculate the…
I am still using the 2010 Simply accounting because it is standalone, offline.
This Year - my accounts Receivable stopped working. If I create a PAY LATER customer, the invoice doesn't get a transaction # when I process it, and the balance owing doesn…
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…
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?
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…
I was wondering if there is a way to charge only certain customers interest?
We have some customers we wish to charge interest to, while other customers we don't.
We have multiple people working in Sage at any given time, so it is a huge pain to jump…
Hello everyone,
We are trying to merge similar customers in SAGE 100 2020, and we have discovered that ship-to addresses with the same shiptocode are being overwritten by the source shiptocode if they are identical. Is there any way to modify the shiptocode…
Hi Everyone,
I have a client running on Sage 300 2014 and is facing challenges on AR document numbering. The system's AR Receipt document auto-numbering sometimes skip the sequence by a random number hence distorting the trail. Can anyone assist on…
Good morning,
May I have your assistance. I would like to add a Payment Method for receive money. ACH or Wire Transfer to the customer receipts.
Thanks,
Ivette
Hi All,
I have been using TimeSlips CSV importing for years now. I have have some knowledge of various functions in TS if you need help or need a person to do importing/export time and expense entries via TS import (CSV file) just le me know.
Also…
Sage 100cloud Standard 2020 Ver. 6.20.0.1
(Zip Code in question 95037-Morgan Hill, Ca)
When I attempt to change the zip code for a customer in the A/R Customer Maintenance module, I receive a message:
Is this a new Zip Code?
When I select No…
Currently when product is received into X3 to any location it is tagged with a receipt date. This is the date that travels with the product and drives the FIFO order for each product.
Is there a way to manually FIFO inventory to give more versatility…
Is there a way to view invoices in Customer Inquiry for the Sold To Customer when National Accounts is Enabled?
Currently, I can only view the invoices in the Bill To Customer.
When someone is inquiring on an Invoice on a Sold To Customer there does…
Hi All,
I am facing this issue very often as I was unable to click 'Record' to print Payment voucher for one of the payment entry type and sometimes, with few transactions under this payment type as well. I am using V11 of Sage X3.
I tried to set…
Hello, is it possible to add extra unit definitions to an invoice?
Specifically, meat is sold by the kg.
However, it is delivered by the case or the piece. The receiver sees two cases and a piece of meat (in a bag) and signs for those three items…
I am trying to figure out how to make the Phase field in AR for Invoice Distributions functioning since clearly when setup originally that was not completed.
I understand that this has to be done in GL > File > Company Settings > Custom Descriptions…
Hello,
When I send an invoice and check my sent items the file has a date attached and I am wondering how to change the date.
All my sent invoices are dated April 2nd in the file name.
Any ideas?
Thanks
Ellen
As in many industries, our customers cutoff their payment month on the 25th. So if the customer gets an invoice from us on the 24th, it's due on the 10th (16 days later). If they get an invoice on the 26th, it's due on the 2nd 10th, or 46 days later.…
How can I add a fifth column to the aging default categories? The bank requires us to list a/r that is over 120 days. Will we have to manually go through the accounts each month? Please help!!!
When I generate bills and view them in "display" the entire bill does not show up....i.e. the number of hours, the hourly rate, and the charge on the far right of the bill. It prints correctly, but doesn't show on the screen. This has just started happening…
Hello,
We have a handful of customer's that receive reduced pricing on a number of items, and we are currently using overrides to ensure that they get their discounted price. This is obviously a pain and is error prone, so I am trying to set up pricing…
I seem to have lost a Sales Order/Invoice. Can you help me recover it?
When I search for Invoiced Orders , it shows on the list:
When I search for Sales Invoices , it is not on the list
It's also not on any Receivable Reports
When I open…
Forgive me if this is a cryptic question but what is the best way to order box quantities yet receive them as individual units. Example: My PO says I want to purchase 1 box of 50 count #10-32 screws but I need to receive them in as 50 individual screws…
I believe I may have set the G/L accounts -- in A/R Account Sets -- incorrectly. Here's my set-up:
We have just performed a large import of almost four years of invoices, credit notes, and payments. In some cases the payments could not be auto-matched…
