There are situations where a contract is billed under 3.2 and much later along the project cycle, the schedule of values is defined. Where you had previously billed under 3.2, you should be able to link that up to 3.7 so that it reflects as a completed to date amount. Alternatively, you should be able to sign in with exclusive and admin and then modify a 3.7 progress payment to place or edit a value under completed to date without the need to generate an invoice.
by: Dan B. | 2 months ago | Accounts Receivable
Comments
Agree that progress billing screen has limitations that are worth improving. All GC's want these reports, yet we often have to go outside Sage to correct the problems, like billing # and also retainage doesn't work correctly when the GC's want all dollars and NO CENTS. Please fix all of these at once