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  • Setting up Multiple AR Customers to One Job

    I am trying to setup a job that will have two different customers. For the purposes of the job level P&L--I need receivables from both customers to go to the same job revenue account. I don't seem to be able to do that in job setup, which seems to limit…
  • SM WO Notes - "Customer Viewable" Checkbox

    FormerMember
    FormerMember
    Is it possible to have the "Customer Viewable" Checkbox unchecked as a default?
  • Contra Accounts

    Is it possible to designate a GL account as a "contra" account? If so, how and where do I do this?
  • Making the Phase field in AR Invoice Distributions functioning

    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…
  • Error Message in PM-"job does not use project management change management system"

    Has anyone had this issue before? Do you know how to fix it? Supposedly this would happen to use every few jobs and our A/P girl had a sequence on how to fix the issue. She is currently away and we have no clue how to resolve this matter. I don't know…
  • Cash Management - Edit Register

    How do I stop a bank account from showing in the drop down box in cash management edit register without deleting the bank account?
  • Timeslips 2016 Bill Preview

    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…
  • Two bank accounts for payroll - Sage will only allow me to print checks from one account?

    Recently we added a bank account that we need to print payroll checks from but the Payroll module will only allow me to print from our original bank. Is there something in setup that will allow the new account to be printed from. AP works just fine, I…
  • Labor rate table - create or update - standard practice?

    FormerMember
    FormerMember
    What is the standard practice for creating/updating labor rate tables? Do you create a new rate table every time rates change (we do annually) - or do you just update the current table with the new rates? I'm new to Sage so looking for advice on how to…
  • Distorted font question

    FormerMember
    FormerMember
    I just received a new computer from our IT department and when I go to run Recalculate Custom Totals in Job Cost, the window appears stretched and distorted. I've tried changing my computer's scaling, reinstalling fonts, etc. Is there anything else I…
  • Warehouse Setup

    We have a warehouse that is not setup to track items at the Bin level - can this warehouse be changed to track at the Bin level?
  • Employee Hourly Payroll

    Hello everyone, I am currently having an issue with my employee payroll hourly pay, overtime pay, and additional with holdings. For some reason that spot is the only spot that changes my amounts and rounds them up. Example: hourly wage $12.50 and overtime…
  • How to increase the size of the navigator window and overall layout of timeslips with changing the entire computer?

    Hi all. We recently purchased a new computer with native 1920 x 1080 resolution. Without changing the resolution or setting the display to larger 150%(it's already at medium) how do I increase the size of the icons and windows? I am currently running…
  • How do I fix SEI connection issues?

    FormerMember
    FormerMember
    Users from one of are remote company locations can get to the https login page via the WAN and enter their AD credentials. Once the credentials are provided SEI never moves past the connecting screen. We are using AD authentication and the users who are…
  • negative amounts in remittance Payments Journal

    I began working for the subject company in October and continued to do payroll and remittances as it was done before. When I went to do T4's I noted that there was NOTHING in the Total Remittances field of the summary. Thought I'd try to correct this…
  • What size/resolution logo for Maintain Report Formats?

    Hi - I need to change our logo on our internal reports (Through Maintain Report Formats) and the last time I did it we were worried about Y2K.... What are the recommended sizes in Pixels and/or Inches for the JPGs?? Our logo is approximately 1…