I have been with three Support Specialist of Sage 100 Contractor (Sage Support Ticket (8007426497)). I am doing my budget and cashflows for this year and I need to download my 2018 data from Sage 100 1-3 using the Query. I used the queries on both 1-General Ledger and 4-Accounts Payable. In both instances, the Vendor/Payee names were not provided in the results although the criteria have those fields. The customer support said that it is because the Vendor was missing in the drilldown. But, Vendor is required in Accounts Payable module processing of Invoices. So, I don't know why it was not showing on the drilldown but if I looked at the original transaction 4-2, that Vendor information is there. Then I was advised by the Customer Support to customize a report for my use. However, she could not make the sample report she made to work. I had to do a lot of things in order for me to get the information that I needed which Sage 100 could not do for me aside from this Payee/Vendor information. For example, adjusting the width on the report, adding fields, getting transaction reference on the same line with the General Journal or Journal Entry. We are a small business and paying for Sage 300 is not within our budget. I hope you can make Sage 100 do the works for us.
by: Maria G. | over a year ago | General Ledger
Comments
Would be really nice if we could view a recurring journal trans. tied to a vendor from 1-4 in 4-4-5 because we post the journal transaction under a vendor and it NEVER shows in the 4-4-5 vendor screen, why have the option if it's not going to show on the vendor????? This needs to happen for recurring transactions in the 1-4 screen, when we have monthly payments that are directly out of the bank we use recurring journal transactions so that we don't have to go to FOUR screens to pay a monthly charge in AP this requires so much wasted time going from 4-6 Recurring Payables, 4-3-1 "Select invoices to pay" 4-3-2 "Pay Vendor" then create a "Record Payment" with a transaction number! Very very inconvenient and annoying!
I agree! If I am looking for a specific entry my current determiner is the invoice description and that's not really helpful.