• NEXT setting in AR invoices, Service, Purchase orders has changed?

    I wonder if this is by design, but it seems like release 25.3.72.0 has changed the way it grabs the "next" invoice number to be more like job numbers where it grabs the last highest number in the database instead of adding one to the last one that was…
  • Non Job Receivable / Vendor Receivable

    Hello! I am new to this forum. I was not able to find any recent discussions or threads to help me answer my question, but hopefully someone here can help me out.... (this is in Sage 100 Contractor) 1. I have not found a way to create a receivable…
  • Translate internal cost code to client cost code for billing

    Hello All, We are new to Sage and are wondering if anyone here has tried to and successfully implemented converting your Internal Cost codes to the cost codes a client wants for invoicing. I think that it's possible via coding a report to translate…
  • Can I change client number without affecting job records?

    I am new to Sage and the company. There are years of jobs in the same development being billed to one of two entities when there are actually seven ordering and paying. They've been editing client info each time billing is processed. I would like to create…
  • AR Sales Tax District field Randomly being filled

    FormerMember
    FormerMember
    We are seeing a strange thing happening and wondering if this has happened to any one else. Occasionally, we are seeing strange entries in our AR Sales Tax District field in AR Jobs. These entries do not match the project location. We are removing them…
  • Ideas on how to receive monthly draw payment with OCIP/CCIP deduction?

    We currently are making a credit invoice for each invoice paid that has an OCIP/CCIP deduction. The problem we're running into is that these credit invoices are hitting a direct expense account we set up for OCIP expense. The issue with this is that the…
  • How do i correct a vendor ending balance to match the invoices?

    I am attempting to roll over to the next month although the audit shows errors: Client Ending Balance does not match Invoices Vendor Ending Balance does not match invoices
  • Is it possible to set-up Parent & Child clients?

    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…
  • Missing information in field 'Invoice#'

    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…
  • Customer Aging Reports

    Currently Sage 100 Contractor does not offer a customer aging that combines job and service receivables. Has anyone had success at creating a report to accomplish this?
  • Add Field to Progress Billing Report

    I am trying to add the architect name and address and the job contact name to the progress billing report and coming up with issues. I believe these are calculated fields but not sure how to program it. Can somebody tell me how to add the following? …
  • Sort Receivables by Invoice Date in Sage 100

    Does anyone know how to age receivable invoices by invoice date instead of by due date in Sage 100? All the reports I've tried in 3-1-3-Receivable Aging age by due date. Our bank wants a period report aged by invoice date. I've been using 3-1-3-26-AR…
  • Progress Billing - SOV Setup

    I am looking for some guidance on how to set up a SOV in Sage 100 for progress billing that would have section headings. i.e. General Conditions PM Bond Insurance 1st Floor HVAC Labor HVAC Material Insulation Sub 2nd Floor HVAC Labor…
  • Processing AR Aged Write-offs/Bad Debt?

    I've gone through the trainings and searched the knowledgebase to find out how to write-off old AR invoices that we know we will never receive payment on. Does Sage 100 Contractor have a way to do this? Any info/help would be greatly appreciated!