In the 3-6 Window, there is a handy “Service Balances” field, where it shows the total dollar amount outstanding from Service Receivables. Even better would be an “AR Balances” and “Total AR Balance” fields, especially the latter.
Having this as a field would allow receivable reports to be sorted by the total dollar amount each client owes, giving AR staff a convenient way to make collections calls in the most efficient manner (ie. call the clients owing the most money first). Other reports such as credit limits could be more easily made from this, where customers in arrears over a certain limit could show up, and the company would know not to perform work for these clients until they straighten up.
by: Ryan B. | over a year ago | Accounts Receivable
Comments
This is a no brainer enhancement and should be easy to do since the dashboard already has this data, why can't it appear in the 3-6 screen, and be a column to show using the lookup to se a list of clients and the total they owe? After all Sage 100 Contractor is for contractors that build for not just service their clients! I just asked them why it isn't there and the had no good answer other than that's the way it has always been. The existing field name called CURRENT BALANCE is misleading, as it only includes the service receivable unpaid invoices, and none of the accounts receivable invoices. Isn't the 3-6 screen a place where you can see your clients account with your firm? Let's get this enhancement pronto!