• Auto withdraw expense that goes towards a job.

    I'm doing the bank reconciliation. I have a fee that is withdrawn from our account, but it is for a specific job. How do I go about charging that fee to the job plus being able to clear it from my bank reconciliation. I hope someone can help.
  • Purchases using Rewards Points or Rebates with Job Costs

    We purchase small tools or sometimes material for small jobs using Rebates or Rewards Points. Can I just enter an AP Invoice and mark it as paid before saving so the job cost gets entered but there's nothing to pay?
  • Entering Payroll Time

    I enter my payroll time manually, can I enter time over the course of 2 days and not lose anything I have already entered
  • cashmanagement

    how do i void a outstanding withdrawl in cash management
  • How do I set up discount payment terms for A/R invoice?

    Hello, Is there a way to set up automatic discount when customer pays early in A/R base on payment terms? Thanks. Trang
  • Clearing Old Credit Card Transactions

    Previously, my company has reconciled credit cards manually and we would like to take advantage of reconciling using the 4-7-5. However, there are hundreds of credit card transactions from 2016 to current still in there. How can I clear them all with…
  • Credit Card - where do we see the payment?

    Hello, the credit card module is new to us. We have completed our first reconcilation and did the Pay credit card. But our payment is not showing up in 4-2? Where does this payment go to show it is paid? We tried to do an additional reconcilation once…
  • AP entry modification

    Accounts Payable started a transaction in the AP module and saved the transaction due to its length and complexity in order to reach back out to the vendor to clear up an issue with the retention amount shown on their invoice. Before she saved the transaction…
  • Non intercompany errors, trial balances off

    Hello, im having a tough time figuring out how to fix an unbalanced trial balance. Trying my best to provide a detailed explanation of what happened. We have a few different companies within our system, and they are not intercompany accounts, if im…
  • Progress billing

    I am unable to enter the final payment for a project. The issue started when I posted the final payment on the incorrect month a few weeks ago under progress billing. In trying to correct the error, I went under A/R voided the invoice and voided the cash…
  • Project Management

    Can someone direct me to a knowledgebase bulletin about entering approved change orders in PJ?
  • Bank Reconciliation

    First time to reconcile bank statement. Is there anything else I need to do after the statement is complete?
  • Creating & Using Departments

    Hello, I am wanting to make sure I understand how to use the Departments feature in Sage 100 C before implementing. My goal is to be able to track profitability by Departments 1 & 2. I have gone into each of our projects and made every job have either…
  • Recording bank interest

    I am new to Sage and have been cleaning up a big mess where I am working. Reconciling old bank statement. I know how to record interest in other programs but how do you record interest in Sage?
  • Looking for recommendations on tracking absences in 5-2-2

    Hello! Has anyone found a way to notate an absence that would not require a pay type or pay rate? We have used the absence column if an employee is absent and using vacation or sick time and that has worked well. However, it's not uncommon for one of…
  • Timecard Hours Only

    We book payroll by journal entry BUT I'm wanting to post the hours from a timecard - no dollars - nothing to the GL - only total hours to the jobs/work orders listed on the timecard. Is this possible?
  • Out of State FWH PR Taxes

    We are located in Florida, and this is where our employees work, however, we have a few employees that their residence is in GA and they have to pay State Tax. We use a third party for processing checks and then import to sage, I need their checks to…
  • Accounts Payable Credit Memo

    I have an old Credit sitting on a Vendors account in A/P. How can I get rid of the CM, it was posting in error. Thank you
  • unapply AR invoices

    good day, how do i unapply AR invoices that is applied for July 2023 and January 2024 invoices Thank you Maphuti
  • Deducting retainage from a commitment

    I am needing to exhaust the retainage amount on a commitment. Any idea on how I go about doing that?
  • TS 5618

    Every time our A/P Clerk tries to change an invoice, she receives the TS 5618 (Invalid form field number) error upon moving from the main invoice table to the distribution grid. The article for TS 5618 applies to entering invoices, not changing them.…
  • Payroll

    When I enter my employee's time it isn't doing any of the calculation, what am I doing wrong?
  • Credit Card Transactions

    Hello, we are just beginning to look at the credit card module and importing transactions. When we imported our transactions our credit card put a lump (total) amount for 3 separate transactions. How do job cost this for it to be for 3 separate jobs?
  • Transactions hitting a suspense account

    I have a transaction hitting a suspense account. As far as I know when there is maybe a posting error sage will automatically post an amount to a suspense account? We dont post to a suspense account for anything. A check written out of one of our companies…
  • 401 K EE Contributions in both % & flat amounts

    Our company has set up a new 401K Safe Harbor Plan. They contribute 3% regardless of employee contribution. Employees are allowed to choose a flat rate per check or a percentage per gross pay. Do I need to set up two different Deducts with one being for…