Entering setup data for progress bills
In order to create a progress bill, you have to provide some basic information in the Progress Billing Setup window, such as the name of the architect, the architect’s job number for the project, the income posting account, the tax district number, the retention rates, and a maximum for retention.
To enter setup data for a progress bill:
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1
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Open 3-7 Progress Billing and click the Setup button at the bottom left. |
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2
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In the Progress Billing Setup window, in the Architect text box, enter the vendor number of the architect or engineer. |
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3
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In the Architect’s Job# text box, enter the number the architect uses to refer to the job. |
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4
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In the Income Account text box, enter the income account. |
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5
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If you are using subsidiary accounts, enter the account number in the Subaccount text box. |
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In the Tax District text box, enter the number of the sales tax district. |
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In the Retention section, do the following: |
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a
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In the Primary Rate text box, enter the rate of retention. |
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b
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In the Maximum Amount text box, enter the maximum amount to withhold based on the primary rate of retention. |
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c
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In the Material Rate text box, enter the rate of retention for stored materials. |
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d
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In the Secondary Rate text box, enter the rate of retention to apply when the billings exceed the primary maximum. |
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9
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On the menu bar, click Save. |
More resources
For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.
For additional training on Sage products, visit Sage University.