Sage Construction & Real Estate

I am trying to add detail retainage by invoice to an AR inquiry. The inquiry is based on the AR - Status table. I selected this table because it allowed me to see the AR information by customer by invoice and includes cash receipts that were posted to…

We have typically only had sales tax in one state. With the Wayfair decision we are needing to file in multiple states. Some states make you track by state, city and county. Some states make you track exempt sales tax by those same categories. This creates…

Hello, On my AR aging report there are three invoices totaling zero amount. What do I do to clean them up and not showing on my aging report.

The same Misc. Cash Receipt was entered twice, on different dates. Since it was not payment towards an AR customer account, how do you correct the duplicate entry?

I have been able to find the import layout for AR Invoice Import but it looks as if this is using contract based type billing for the imports. Is there anyway to import an invoice as a quick bill with standard items on it?

I was needing information on how and where to go to set up a new bank account. Thanks!

Has anyone created an AR Aging report that uses the "Days before due" from the AR Customer file as the basis for the Aging. Example: typical aging 30,60,90,120... - if customer has 90 in the days before due then the invoice will be 91 days old before…

How do I enter customer deposits to the liability account, then deduct it from their final bill to debit the liability? There dosen't seem to be an easy way to enter, apply, and deduct in billing or accounts receivable. I figured out how to enter a…

I entered at cash receipts in AR - i thought i had post to GL and CM turned off - it is not hitting the GL, but it is posted in the CM Reg, I deleted it thru AR Adjust Receivables - but it is still showing up in the CM reg??

If you have a client that isn’t going to pay a small amount of an open invoice, how would you handle that? There seems to be a couple of options. Wondering what your opinions are.

I entered an invoice into A/R for a customer for a job that has no cost on it. When I try to balance my Customer billings G/L with the Profit Report "Billed to Date" it isn't balancing. I'm not sure what the correct way was to post this invoice...

Can I have multiple job numbers on the same invoice?

CRE 300 allows applying the initial cash receipt (through Enter Cash Receipts) to the distribution level of an invoice BUT if you have a Customer Cash Receipt and at a later date are ready to apply, CRE 300 does not allow us to apply to the distribution…

Is there a way for me to change my Cash Management and/or AR settings so that instead of seeing the “AR ENTER CASH RECEIPT” int the description field, it will record the actual customer who paid us instead of just a receipt summary on my Cash Management…

I need to write off some Accounts Receivable billings as of 12/31/15 when the 2015 A/R year has already been closed. Is there a way to enter A/R Billed Credit entries as of 12/31/15?

We are interested in moving to a paperless office. What is the difference between Sage Paperless Construction and Timberscan? Is one better than the other?

I entered in a check as a miscellaneous JC cash receipt which was only applied to a job, not a customer. I now need to delete or void that cash receipt, but cannot use Adjust Receivables since I don't have a customer number associated with it. Is there…

Does anyone know the Formula that Timberline uses for its Total Billings and Total Billings YTD field?

Is there anyone who can tell me the order of modules used for entering beginning balances? I know that this is something that my consultant or business partner should help me with, but they will not respond to any of my emails. I need to get an existing…