We need an option to Exclude "Not Billable" items from coming onto our progress billing invoices. This is in compliance with AIA practices which is why we purchased the software.

As t is designed now, we have to go through a multi-step process to manually remove the billing totals from job cost records. As outlined on Sage's help site. https://support.na.sage.com/selfservice/viewdocument.do?noCount=true&externalId=38063&sliceId=1&cmd=displayKC&dialogID=15248&docType=kc&isLoadPublishedVer=&stateId=15250&docTypeID=DT_Article&ViewedDocsListHelper=com.kanisa.apps.common.BaseViewedDocsListHelperImpl

It is apparent that this feature has been causing people problems for many years as this article was originally written in 2012.

by: Sierra M. | over a year ago | Accounts Receivable