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  • Invoice to allow customers to pay by credit card or bank

    Will sage/intact update their invoices to allow customers to pay via bank or credit card directly? I've attached a few examples of the email we receive from a quickbooks invoice and also the payment options. We do not need assistance in getting bank…
  • How fix posting

    Invoices were created in AR and posted in the next period by error. Credit Notes were applied , but posted in the current period. In order to fix it, we've tried to use adjustment for Invoice - error that it is overapplied Adjustment to credit notes…
  • Change AR Aging from Invoice Date to Due Date

    Our company has decided they want to change the AR Aging Invoice by Invoice Date to Due Date. Is there anything I should be aware of or need to run after I change the option? I would assume there is some utility I need to run that will recalculate the…
  • AR and collecting money before Order is shipped

    Good Morning, So have a bit of an issue that we're trying to solve and not 100% sure on the best way to go about this. We recently transitioned into Sage Intacct on Dec 1st and everything has been going great, however, our CFO now does not like the…
  • Sage X3 - Creating Debit Notes against specific GL accounts

    Hi All! We're using Sage X3 in the US but I think this question would apply across all continents! We have been trying to build out a process for Chargebacks where Debit Notes are created that post against the AR account. Here's the scenario we have…
  • AR Invoice History file size limits or performance hits

    Looking to see how big AR Invoice History Header and Detail files can get before there is a performance hit or a file size limit. We are looking at importing AR invoice details going forward in 2024, instead of a 1 line summary per invoice (actually…
  • We are seeing this error running Sage ERP MAS500 v7.40, "Credit card vault operation failed. Response: FAILURE". Needing a resolution asap. Thanks

    We are seeing this error running Sage ERP MAS500 v7.40, "Credit card vault operation failed. Response: FAILURE". Needing a resolution asap. Thanks
  • AR AND CREDITS

    Does SAGE have a feature that will automatically apply a customers credit towards open invoices? We have a customer that had a fairly large dollar value of credits on his account. We've been waiting to get direction from them on what to do with them and…
  • Close Current Month Takes Forever Due To Old Records/Files

    Hello, I am not very familiar with Sage BusinessWorks 2020 as I am simply the IT person. My accounting team came to me about an issue when running the AR > Close >Close Current Month process. They said it takes forever to run because they have 89 pages…
  • how to "unlock"/"release" a credit note for applying to an invoice?

    Normally in Sage 300 when we create and post credit notes in AR, we can apply the credit note to a customer's invoice the next day. We created and posted a credit but on the following day it's not available to apply against an invoice nor does it show…
  • Posting AR or AP Batches using accpac advantage

    Hi all, I have already created C# program using Accpac Advantage to import AR and AP Batches into sage in Ready to Post Mode. But my client wants it to auto post after import to sage. So, is there any tutorial or example that I can reference for doing…
  • How to import Sales Forecast by Customer and Item

    We are on Sage 100 Advanced v2022.1 and I don't see anywhere a Sales Forecasting report or option to enter numbers or imported via VI. We have a new Sales Executive and he wants me to import sales forecast numbers, by Customer and Item to produce a…
  • 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…
  • Allow batch printing of A/R Invoices to PDF

    Currently, if I want to save pdfs of A/R invoices to have offline copies of them all, I have to manually print them to a pdf writer ONE AT A TIME. I would love the ability to select a batch of invoices I want saved as individual pdf files and have Sage…
  • lines in a sales order invoice doubling

    I have seen two unrelated instances of a single random line showing up on my invoice when generating one using the path sales order, main, invoice data entry the GL detail report that I printed early May for our April rebill, as well as the latest…
  • Cash receipts entry to AR leger not matching

    Every once in a while i will try to enter a payment through the path Accounts Receivable, cash receipts entry and the invoice I want to pay will show a zero balance. If i simultaneously pull the invoice up using the path Accounts Receivable, customer…
  • VI JOB Cash Receipts Import - How do you set up the job to validate INVOICE TYPE in the user's source column/field to be either IN or PP and never blank or null?

    Please help!!! Very simple VI job has been in use since 2015, maybe earlier. But within the last year, we have had at least 3 incidents, and want to make sure that if user forgets to populate this column of the AR cash receipts excel template, the record…
  • OE Invoices post to GL but not available in AR Bank Deposit for reconcile

    We reconcile our OE credit card transactions daily by doing a bank deposit that we match to our batched transactions from our credit card processor. When I attempted to perform an AR bank deposit, there is a customer that is not showing up to check off…
  • 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…
  • Sage 300 2023 Web screen AR unable to create entries

    When choosing AR Batch or AR Entry via web screens, the page loads but the detail and optional grid spin incessantly, making it impossible to enter any data. IMPORTANT: log in as admin, we are able to enter data. See screenshot.
  • Error when reprint Customer Statement

    Hi all, My customer statement failed to print for the first time, when I want to print for the second time it prompt me to reprint the failed attempt. The I go to reprint but get this error instead No information on the RVSpy and Event Viewer. …
  • Pulling a Report

    Is there a report I can pull in sage that will show me what we have paid out to our subs on a job so far vs what we have received so far from our client on this job? The client is making payments, and we want to make sure that we haven't paid our subs…
  • Payment posting

    We have customers that we have hundreds of invoices that they pay. They are not in numerical order because we will make the invoice then change the date once the items actually ships. Also we have numbered the invoices differently based on the type of…
  • Daily Transaction Register Hangs

    I have two clients that are experiencing random issues with the DTR hanging. It shows the progress bar and the green bar just keeps going. If I kill the task, I can go to the Daily Transaction Register on the Main Menu and it runs fine with no error.…
  • How to record a wire transfer in AR

    How do you record a wire transfer from a customer in AR? In AP there is the selection drop down for Wire Transfer, but not in AR. I read if we use ACH/Credit Card, it doesn't post to BR. So do we use Cash and if so, how/where do we enter the long 15 digits…