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  • 11-2 Work Orders Posting - automatic change to today for invoice date posting - wrong period

    I'm trying to close out last month's work orders. We close and post in the period per the last day of labor. ie: In work orders (11-2) I change the invoice date on the billing tab to the LDOL (ex. 06/12/23) -->> I then change the posting period to 6…

  • AR Aging Report

    Hello When I run an AR Aging by Customer report, all customers default to 30 Net Days even though we have a few customers set up as 60 Net days under terms. So a customer (set up as 60 day term) will show on the aging report as 30 days past due when…

  • Voiding a Unitary Billing when Voided in AR mistakenly

    Many of the posts here refer how to recall and void a progress billing when voided in AR. Our issue is the unitary billing was voided in AR. When trying to void the Unitary Billing, get an error "Can't Void Paid/Void Invoices". Is there a fix of to…

  • AR Collections

    What do you use to keep notes from collections on? Is there anything in Sage to use?

  • Set Up Vendors & Customers

    When did Sage start printing journals when you set up a new customer / vendor or make changes to a current one? Is there a way to turn this off???? I feel like it is a waste of paper to print them and takes extra steps to have it print to a file.

  • Making the Phase field in AR Invoice Distributions functioning

    I am trying to figure out how to make the Phase field in AR for Invoice Distributions functioning since clearly when setup originally that was not completed. I understand that this has to be done in GL > File > Company Settings > Custom Descriptions…

  • How to change the accounting date on a posted AR cash receipt .

    How to change the accounting date on a posted AR cash receipt without voiding the cash receipt.

  • 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…

  • 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…

  • Paid when Paid Option

    We would like to pay out commitment payments when we are paid by our owner. We don't want to pay our subs till we are funded. Is there a setting in AR so this is possible? Could we set up a custom field? We are on Sage CRE 13.1 Thanks.

  • 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

  • Total Billings

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

  • Slow performance in Accounts Receivable aging reports in Sage 300 Construction and Real Estate - 3 tips that can help!

    Recently we have been getting calls from Sage 300 Construction and Real Estate customers about extreme slow performance when printing their aging reports in the Accounts Receivable application. There are three solutions that can you can try right away…

  • Entering beginning balances

    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…

  • AR To GL Link

    Can anyone tell me what the relationship is between the GL Current Transaction and the ART Current Transaction?

  • Reconcile with Style!

    January is over and hopefully you've got your W2s out the door to your employees! Next up on many clients "To Do List" is reconciling their General Ledger and other financials. A great resource to aid you in reconciling your data/reports, are the following…

  • Preparing AR for Year End!

    It is almost that time of year where messages you haven’t seen for a year start popping up. In Accounts Receivable, the “REJECTED – Entry is to a future year” error can start occurring. This doesn’t mean you have to close the current year in Accounts…

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