Entering setup data for unitary bills
In order to create a unitary bill, you have to provide some basic information in the Unitary 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, and the retention rate.
To enter setup data for a unitary bill:
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1
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Open 3-9 Unitary Billing and click the Setup button at the bottom left. |
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In the Unitary Billing Setup window, in the Architect text box, enter the vendor number of the architect or engineer. |
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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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In the Income Account text box, enter the income account. |
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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 Rate text box, enter the rate of retention. |
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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.