Sage 100

Many businesses are adding a Credit Card Processing charge (1 to3 %) to transactions paid by credit card. This is justified by the need to cover the credit card processing fees, which have become significant. Can I automate that addition to the transaction…

Hello everyone, I have a problem resolving the following scenario: We have a Service Provider who pays lumper fees for us. We have to prepay an amount X let's say 2,000 USD and the service provider will pay the lumper fees until this amount is almost…

We are fairly new to Sage 100. We upgraded to Sage 100 in March 2023 due to corrupted data in Sage 50. When we reconciled our bank accounts for March and April, unfortunately we didnt print out the reconciliation and the staff member that completed the…

Was able to recreate this in 2023.1. If you have your Freight account in Division Maintenance setup as a Sales Account and then post a batch of invoices which also use this sales account on line items, the first line item in the first invoice will add…

How do you change the "Confirm To" name that appears on an invoice? I know I can edit it after it has been invoiced, but how do i change it before that. There is a name that keeps appearing on the confirm to section and I'm not sure how to update it.…

Work Order - I need to edit WO1XXX to adjust fields 4, 6, and 9 to agree with one another on work orders that are complete but still show discrepancies. When I try to change field 9, it tells me that position 1 with a length of anything but 1 needs to…

We have a lot of CB batches posted with the wrong bank code. Instead of reversing the entries and doing new batches with the correct codes, we are trying to export the posted batches, amend the bank code and import the batches again. However, cannot do…

I have seen two unrelated instances of a single random line showing up on my invoice when generating one using the path sales order, main, invoice data entry the GL detail report that I printed early May for our April rebill, as well as the latest…

Every once in a while i will try to enter a payment through the path Accounts Receivable, cash receipts entry and the invoice I want to pay will show a zero balance. If i simultaneously pull the invoice up using the path Accounts Receivable, customer…

When transferring an open vendor payable to a credit card vendor, the invoice for the original vendor shows as paid via a particular bank code. Does anyone know what dictates the bank code used for the credit card 'payment'? Also, since a bank code will…

How do i apply a check from a vendor who paid me for inventory items returned back to him? CM has been processed via Return of goods entry. Many thanks

In Vendor Maintenance we see a vendor with 2 balances due. But in the check printing invoice payment section the invoices have $0 balances. We need to pay these bills, but are unable to. The payTodayFlags are set to no, because the payments got backed…

We would like to print checks on the 30th but have them posted to the 1st of the next month, can we do this and have it posted in the next month as well? If we can, how would we do this? We want to do this because the rent invoices are for July but…

We would like to have reporting on customer's sales, that excludes Tax & Freight paid. I read this was done by going into AR - Setup - Accounts Receivable Options, 6-History - uncheck "Include Sales Tax and Freight". But how do we go about recalculating…

My company is operating on Sage 100 v. 5.00.4 and appears to have not closed periods in any modules for several years (both via word of mouth and staff members’ inadvertent postings to prior periods). Although I was able to find some resources in Help…

We imported manual check entry payments via the Visual Integrator module. Accidentally uploaded twice, and now have duplicate payments posted. They're exactly the same, down to the same check number. Can I delete the duplicate? Or will I have to void…

When do you typically run the Remove Zero Balance Invoices utility... We have sent invoices @ $0 to customers several times lately. Regards

Hello all, I am looking in Account Inquiry at AP and MC source journal entries. Drilling down on AP entries brings up AP Invoice History information. However, drilling down on an MC entry brings up only Payment History Inquiry. Does anyone know why…

We created a Sales Order with a large number of line items. The Total Amount shown on the bottom of the window is correct. When we then navigate to the Totals tab, the Taxable Amount is a completely different number - inflated by almost $30k. We sent…

I for the life of me can not figure our this whole clearing account and corresponding account in the journal entry to in put opening balances. I an starting fresh and want to input previous amounts from my Quickbooks in my GL so I can start using Sage…

I'm entering journal entries and in the grid, there's a comment text field. On different lines I want to append things to what I've entered in the header comment. Example: Header comment = Apr 2023 Line comment 1 = Apr 2023 - meals Line comment…

Hello, with 2019 version when we created a new S/O quote if customer was on Credit Hold it would prompt us now with 2022 it does not. . However if we start with an order not quote then we get prompted. Has this function been removed for quoting..…

Hello.. we are using Sage 100 2022 couple of our users are having trouble viewing item history via S/O Lines tab. When adding a new line item then hitting F2 key the item list doesn't show however when I do the exact same the list appears.. Please review…

We have a customer who takes a 2% discount on their invoice regardless of when it is paid. How should we adjust for the reduced amount of sales tax? The payment is usually made in a different period than the original invoice month. We've already paid…

We continually have an issue in Bank Rec auto check reconciliation every month where the import file always needs to be renamed to something different than what it was the previous month in order to get through the process. If not this message pops up…