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  • How do I enter the client's retainer and then generate an invoice/bill that shows the work that was done and how much of the client's retainer is remaining?

    So my attorney charges her clients a retainer fee based on the type of case she is handling (so each client can have a completely difference retainer amount), and on top of that, she is billing AGAINST the retainer. We were generating bills in Word format…

  • Open Items Report for BP

    Hi, I want to run a report for a specific BP/Customer and I would like this report to show a complete list of all transactions for the customers - open and closed, invoices, CMs, DMs. I want to see 2 columns, one showing original amount and one column…

  • Blended Billing-Flat Rate Task & Hourly Billing Task

    FormerMember
    FormerMember
    Trying to figure out how to invoice clients who have flat rate task and hourly task on one bill Example file application- flat $1400 report application as filed $18/ hrly can I invoice a flat rate task and an hourly task? Can I invoice a flat rate…

  • Pulling payments for specific time period for specific invoices/clients.

    FormerMember
    FormerMember
    Hello! Thank you in advance! I am attempting to pull payments received from 01/01/19 - 08/31/19 only for invoices dated 01/01/19 - 08/31/19. Any report I try to create ends up pulling in payments that I've recorded during that time frame, regardless…

  • Sales Reports

    Hi, I'm using Sage 50. Could anyone help me on how to run a sales report which can show Item Description from the invoice? Thanks

  • Item Sales Report Sorting

    I need to find a way to generate a report that shows how many times an inventory item was invoiced over a given period of time, and I need to sort it by the Sales Rep on the WO/Invoice. I am working to make sure stock items shipped to one of our locations…

  • What are the steps and documentation required for a post implementation support of a SAGE X3 ERP?

    Hello Guys, I am just a newbie here in this forum and hoping to get along with you all. Moreover, I am about to support a newly implemented ERP system in-house through a post implementation phase and am just wondering what are the proper steps and…

  • Crystal Report Invoice Report field with No data

    I did the following to the YSBONFAC Report. When I print the report, the report does not break. But it does not out put the lot number either. Any recommendation. The lot number is on the delivery.

  • Workflows and automated functions

    So, I created a action triggering workflow that triggers on the Posting of a sales invoice... Hit post in GESSIH and this workflow fires every time, does what it is supposed to do, and life is well. When i run FUNCFMINV to post a range of invoices,…

  • Need Report/Export for Open AP Invoices by Account

    The AP Open Invoice report does not provide GL detail. The AP Invoice G/L Distribution Report does not given an option to run for only Open invoices. I have played around with Exports in both AP and GL but don't see where I can get this data. …

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