Sage Construction & Real Estate

I'm trying to close out last month's work orders. We close and post in the period per the last day of labor. ie: In work orders (11-2) I change the invoice date on the billing tab to the LDOL (ex. 06/12/23) -->> I then change the posting period to 6…

Many of the posts here refer how to recall and void a progress billing when voided in AR. Our issue is the unitary billing was voided in AR. When trying to void the Unitary Billing, get an error "Can't Void Paid/Void Invoices". Is there a fix of to…

I have tried creating a Parent client, then in the child Clients, setting the Referred by to the Parent. This should work in theory, but unfortunately the field referl.clnnum is not available as a selection criteria in the AR reports, only in the client…

I feel like I'm missing something simple but is there no way to get 3-2 A/R Receivable Invoices to automatically prefill the invoice number? When we create an invoice we can enter all the info but it won't let us save the invoice until the invoice number…