Sage Construction & Real Estate

Hello, I am new to Sage and we recently converted from another ERP.. We are looking for a report with the following information that can be exported to excel.. Customer, Customer Name, Job, Job Name, Invoice Number, Invoice Date, Invoice Due Date…

We have a customer who frequently pre-pays on certain contracts prior to us issuing an invoice. I would like to apply the cash receipt in such a way that my aging reflects the contract ID even though we haven't identified the invoice to apply it against…

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.

We issue our monthly requisitions with an invoice date that differs from the account date as we use accounting date of last day of the month. This seem to cause a problem when running AR Aging by Job, Customer or Contract by accounting date. The payments…