• Inquiry with last invoice date for a job/contract

    I have been searching everywhere to find an inquiry that has the last billing date for a contract. Does anyone know if such a thing exists? I can't even find where this information is stored in contracts, billing, job cost, AR, anywhere. Your help is…
  • Changing contract items

    I just noticed that when i set up the AIA contract items I accidently entered lump sums instead of putting the units and unit prices. I already approved the contract. I unapproved the contract items because I thought I would be able to add the units and…
  • Billing

    I have a customer who requires 2 invoices each month off the same contract. I understand how to enter the first contract billing but when I go to enter the 2nd one, how do I get the items billed this month to items previously billed. I am trying to bill…
  • How do I edited a custom invoice format used in Billing?

    Hello, The invoice format shows up as a .crs file, but when I use Crytal Reports to open it to edit the format I get the following two error messages. The report design will then open but it is in a format which I am unable to edit. Any help would…
  • Applying payments for AR Invoices that were applied in the wrong order

    Firstly, We have 3 invoices 11113355, 11113356, 11113357. Invoice 11113357 was created to hold retainage for the previous two invoices after we received payment and realized retainage should have been held but was not originally. Therefore when…
  • Convert Crystal report from CRS to RPT for use in MyAssiatant

    Has anyone every converted a CRS billing design to RPT to be used in MyAssistant?
  • Switching Billing/Cash Receipts to the AR Module from Job Cost

    We currently bill and enter cash receipts in Job Cost, but I want to transition it over to the AR Module. How would I go about setting this up?
  • Unit Cost vs. Unit Price

    Billing > Setup > Standard Item Under the unit tab there is three data entry boxes ( unit cost, unit price, unit of measure). Can someone explain the difference in the "unit cost" and the "unit price"?
  • Billing: Selective Line Item

    I made a mistake coding an item and billed the wrong job. I moved the item in AP and on only want to bill for the item to show only this item that it had been moved. What would be the easiest and cleanest way to create and bill for this? I tried to go…
  • Contract Billing Invoice; after posting, finalizing and printing the invoice, it is not updating the Previously Completed Work.

    I just finished Contract Billing an Invoice for a customer; finalized, printed and posted. I went back in to continue billing the same customer/same billing contract but the previously completed work column is not updated. I deleted the invoice and re…
  • Billing Rate Tables - Upload?

    Is there any way to upload a Billing Rate Table. I have a rate table that I have to update 4 times a year that has 539 line items. The screen for rate table is so small and this takes soooo much time I would love to find out if there is anyway to upload…
  • Emailing Contract Billing

    I was wondering if there is an easy way to associate a list of people that need to be emailed contract based invoices. I currently have to create a list in a seperate document and search them all but is there a way that when you go to email the contract…
  • How to setup salary employees so we can capture all hours for billing purpose but report only equal or below 40 hours for Job cost?

    Hello Sage City bloggers, How can we setup salary employees so we can capture all hours for billing purpose but report only equal to or below 40 hours to process payroll and for JC? Our Project Managers are all salary employees but several work well…
  • Contract based invoice - how to distribute amount to Amount Types in Contracts

    Hello, I'm trying to figure out how the contract shall be set up to allow for amount distribution to different amount type. I have a contract item with contract amount populated against Labour, Material and Overhead. I use Progress billing. When I…
  • Field for Unbilled vs Billed WIP on Report?

    I am creating a report in Report Designer to show all billable entries against a job. The report pulls from the Billing WIP tables - both Billed and Unbilled. Is there a way to mark each row to show which have come from which table? I'm searching for…
  • Can I have multiple job numbers on the same invoice?

    Can I have multiple job numbers on the same invoice?
  • Is there a way for Sage 300 CRE to have multiple billing addresses for one customer?

    Is there a way for Sage 300 CRE to have multiple billing addresses for one customer? We have seen this in other accounting programs where there is either a "parent-child" relationship or "sub customers" under one main customer. If not, how can we submit…
  • RE: How do we change the AR Customer linked to the contract?

    dhamelin, Review the knowledgebase article ID 32673 " Can I change the AR customer on a progress, lump sum or unit price contract after it has already been billed? " You will need to login or register to view the content. Basically, if there is no…
  • Last Invoice Number

    An invoice 1000001 was created when our company was currently on invoice 341912. As per Sage, the next invoice is automatically 1000001. I would like to know how we can go about changing the "last invoice number" so that we can get back to our previous…
  • Recurring Monthly Billing In A/R or Billings Modules

    We have customers with recurring fee for services each month. I've searched but cannot find anywhere to make a billing recurring so we do not have to create a new invoice each month. How can we do this task? TIA
  • Billing - Contract-based Invoices

    I am having an issue with the Contracts sending cost to Billing. I have the contracts set up in with "Send cost to Billing" checked and Status is "Approved" but when I go into Billing to select the contracts, they are not listed. Does anyone have any…
  • Billing Module - Contract-Based Invoices

    I am having an issue with the Contracts sending cost to Billing. I have the contracts set up in with "Send cost to Billing" checked and Status is "Approved" but when I go into Billing to select the contracts, they are not listed. Does anyone have…
  • RE: Missing WIP Records from Payroll

    jdaugherty, Cost-based billing has quite a few moving parts. I would suggest you review this Sage City post: sagecity.na.sage.com/.../71552.aspx It can also be tough because the Send Costs to Billing check boxes may be checked now, but they may…
  • Missing WIP Records from Payroll

    We have a couple of jobs where all of the WIP records are not coming through to billing from payroll. It's not the complete job where the data isn't flowing through, but a particular cost code. The cost code flows through for other jobs. I have verified…
  • Total Billings

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