| Welcome to Sage 100 Contractor |
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| What is new in the latest release? |
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| About Sage Advisor Update |
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| Configuring Sage Advisor Update |
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| About Sage Intelligence Reporting |
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| About Sage Payment Solutions |
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| About Sage Exchange |
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| About the Sage Exchange Portal |
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| Sage 100 Contractor Printable Documentation |
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| Printing Sage 100 Contractor Documentation |
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| Customer Support and Resources |
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| Training Resources |
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| Business Partners |
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| The Users Group |
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| Business Forms |
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| Sage 100 Contractor Add-on Modules |
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| Working with 1 General Ledger |
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| 1-1 Checks and Bank Charges |
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| 1-2 Deposits and Interest |
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| Transferring Funds Among Accounts |
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| 1-3 Journal Transactions |
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| 1-4 Recurring Journal Transactions |
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| 1-5 Bank Reconciliation |
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| Processing prior year reconciliation items into the next fiscal year |
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| Reconciling beginning and ending balances |
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| Entering clearing account transfers |
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| Creating a query for finding transaction status changes made in 1-3 Journal Transactions |
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| About Sage Bank Feeds |
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| Connecting an account to Sage Bank Feeds |
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| Matching Bank Feed Transactions with Sage 100 Contractor transactions |
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| Posting Bank Transactions to Sage |
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| 1-6 Period and Fiscal Year Management |
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| About year-end processes |
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| What happens when you advance the fiscal year? |
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| What about entering transactions? |
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| How does Sage 100 Contractor handle audit errors? |
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| Change Posting Periods |
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| About the Change Period window |
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| Changing posting periods |
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| Locking access to posting periods |
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| About posting to period 0 |
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| Audit the Books |
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| About the Audit Books window and auditing the books |
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| About audit errors |
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| Recalculate Balances |
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| About the Recalculate Balances window and repairing the balances |
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| Audit History |
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| About the Audit History window |
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| Viewing audit history |
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| About removing jobs at fiscal year end |
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| Year-end checklists |
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| Fiscal year-end processes |
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| Preparation for fiscal year end |
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| Advance the General Ledger period for fiscal year end |
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| Verification tasks after archiving your data |
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| New fiscal year preparation |
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| Calendar year-end processes |
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| About closing the payroll |
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| Preparation for closing the payroll year and resetting 1099 balances |
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| Verification tasks after closing the payroll year |
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| New calendar year preparation |
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| Preparing payroll for the new calendar year |
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| Processing vendor 1099s at calendar year-end |
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| Combined fiscal year-end and calendar year-end processes |
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| Preparation for general ledger, payroll, and 1099 year end |
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| General Ledger actions for combined fiscal year end and calendar year end |
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| Verification tasks for year end |
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| New calendar year preparation |
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| Preparing payroll for the new calendar year |
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| Processing vendor 1099s at calendar year end |
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| 1-7 General Ledger Accounts |
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| Learning about Ledger and Subsidiary Accounts |
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| About general ledger accounts |
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| Learning more about ledger accounts |
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| About account ranges |
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| Designating ledger accounts to accept departments |
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| About controlling accounts |
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| Working with Subsidiary Accounts |
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| Setting up controlling ledger accounts and subaccounts |
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| Verifying the date and period |
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| Creating summary accounts |
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| Adding ledger accounts to an existing account structure |
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| Deleting ledger accounts |
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| 1-8 General Ledger Setup |
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| Accounting setup considerations |
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| About general ledger setup |
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| Pre-built chart of accounts |
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| About posting periods |
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| Selecting pre-built general ledger structure |
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| About starting balances |
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| About dedicated accounts |
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| Entering starting balances |
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| Methods for entering financial activity for the current year |
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| Creating ledger accounts |
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| About setting up accounts for posting equipment |
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| About setting up accounts for posting payable invoices |
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| About setting up accounts for posting receivable invoices |
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| About 2-8 Financial Reports |
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| Printing Financial Reports |
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| 1-9 Company Departments |
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| About Company Departments |
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| Creating departments |
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| Assigning departments |
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| Working with 2 Accounting Reports |
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| Working with Accounting Reports |
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| 2-1 Trial Balance Reports |
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| 2-2 Balance Sheet Reports |
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| 2-3 Income Statement Reports |
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| 2-4 General Ledger Reports |
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| 2-5 General Journal Reports |
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| 2-6 Check Register Reports |
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| 2-7 Chart of Accounts Reports |
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| 2-8 Financial Reports |
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| 2-9 Statement of Cash Flows Reports |
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| Working with 3-Accounts Receivable |
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| Working with Accounts Receivable |
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| 3-1 Receivable Reports |
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| 3-2 Receivable Invoices & Credits |
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| Receivable Invoices |
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| Receivable Credits |
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| 3-3-1 Cash Receipts |
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| About cash receipts |
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| 3-3-2 Electronic Receipts |
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| About electronic receipts |
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| 3-4 Statements |
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| 3-5 Jobs (Accounts Receivable) |
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| Accounts Receivable Retention |
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| About accounts receivable retention |
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| Changing retention rates for jobs |
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| Entering retention as a flat rate for accounts receivable invoices |
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| Releasing retention for jobs |
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| Releasing retention on receivable invoices |
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| Creating final retention invoices |
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| Updating retention for jobs |
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| About billing retention |
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| Editing statements to bill for retention |
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| About job documents |
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| Job Phases |
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| About job phases |
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| Entering job phases |
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| About bid items |
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| Examples of bid items |
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| About bid item types |
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| About using phases and bid items together |
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| Entering bid items |
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| Pre-liens |
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| About pre-lien notices |
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| Entering pre-lien notices |
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| Printing pre-lien notices |
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| About job-specific paygroups |
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| Entering job-specific paygroups |
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| Setting up job-specific paygroups for employees working multiple positions |
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| 3-6 Receivable Clients |
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| About receivable clients |
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| Entering receivable clients |
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| Setting up receivable client status |
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| Merging Clients |
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| Setting up receivable client types |
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| Setting up receivable client sizes |
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| Setting up receivable client product lines |
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| Setting up product discounts for receivable clients |
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| Tax Districts and Tax Entities |
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| About tax districts and tax entities |
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| Setting up tax districts |
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| Setting up tax entities |
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| About tax entity limit types |
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| Opening tax entities |
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| Changing the sales tax rate |
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| About receivable client documents |
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| Service Contracts |
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| Entering service contracts for clients |
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| Setting up service contract types |
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| Setting up client service areas based on regions |
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| Entering the service locations for clients |
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| Entering appointments |
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| Entering the equipment owned by a client |
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| Lead Management |
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| About client lead management |
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| Setting up client lead sources |
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| Setting up client mail lists |
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| Entering by whom the client was referred |
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| Entering whom the client has referred |
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| 3-7 Progress Billing |
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| About progress billing for jobs |
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| AIA Certificates |
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| Entering setup data for progress bills |
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| Creating new progress bills for jobs |
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| Creating new progress bills manually |
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| About updating costs in progress bills from change orders |
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| Updating costs in progress bills from change orders automatically |
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| Updating costs in progress bills from change orders manually |
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| Appending costs from change orders to progress bills |
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| About progress billing retention |
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| Releasing retention for progress bills |
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| Releasing retention for progress bills and printing statements |
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| Processing progress bills |
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| Preparing the next progress bill |
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| Releasing retention for jobs and printing statements |
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| Voiding progress bills |
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| 3-8 Loan Draw Requests |
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| About loan draw requests |
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| Creating new loan draw applications automatically |
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| Creating new loan draw applications manually |
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| Preparing the next loan draw application |
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| About updating costs in loan draw applications from change orders |
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| Updating costs from change orders for loan draws automatically |
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| Updating costs from change orders for loan draws manually |
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| Appending costs from change orders to loan draw applications |
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| About updating project costs automatically |
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| Processing loan draw applications |
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| Voiding loan draw applications |
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| 3-9 Unitary Billing |
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| About unitary billing for jobs |
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| Entering setup data for unitary bills |
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| Creating new unitary bills using Unitary Proposal |
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| Creating new unitary bills manually |
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| Importing unitary proposals into Unitary Billing |
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| Updating the total quantity from field reports |
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| About unitary billing retention |
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| Releasing retention for unitary bills |
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| About changing unitary bills |
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| Adding change orders to 3-9 Unitary Billing |
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| Processing unitary bills |
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| Preparing the next unitary bill |
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| Voiding unitary bills |
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| 3-10 Time and Materials |
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| 3-10-1 T&M Billing Setup |
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| Setting up time and materials jobs |
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| Creating time and materials invoices by phase |
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| Voiding time and materials invoices |
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| 3-10-2 Compute T&M Invoices |
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| About computing time and materials invoices |
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| Computing time and materials invoices |
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| 3-10-3 Print T&M Invoices |
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| About the 3-10-3 Print T and M Invoices window |
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| About the time and materials parts details addendum |
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| Processing time and materials invoices |
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| 3-10-4 Post T&M Invoices |
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| About posting T&M invoices |
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| Posting time and materials invoices |
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| 3-10-5 T&M Wage Rates |
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| About wage rates for time and materials billing |
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| Entering time and materials wage rates |
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| 3-10-6 T&M Equipment Rates |
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| About equipment rates for time and materials billing |
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| Entering time and materials equipment rates |
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| 3-10-7 T&M Journal |
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| About 3-10-7 T and M Journal |
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| 3-10-8 T&M Summary |
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| About 3-10-8 T and M Summary |
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| Job Costs and Time and Materials |
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| About editing job costs for time and materials invoices |
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| Editing the billing amount of job cost records |
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| About billing status for job costs |
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| Changing the billing status of job cost records |
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| 3-11 Recurring Receivables |
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| About recurring receivables |
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| Setting up recurring receivable transactions in 3-11 Recurring Receivables |
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| Posting single recurring transactions in 3-11 Recurring Receivables |
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| Posting groups of recurring transactions in 3-11 Recurring Receivables |
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| Accounts Receivable Startup Information |
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| Methods for entering historical accounts receivable records |
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| About entering partially paid items on receivable invoices |
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| About entering accounts receivable invoices and credits |
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| Working with 4-Accounts Payable |
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| Accounts Payable Startup |
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| Methods for entering historical accounts payable records |
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| About partially paid items on payable invoices |
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| About job numbers on payable invoices |
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| Entering accounts payable invoices and credits |
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| Working With Accounts Payable |
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| 4-1 Payable Reports |
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| 4-2 Payable Invoices & Credits |
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| About payable invoices |
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| About the 4-2 Payable Invoices/Credits Budget Verification option |
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| Entering payable invoices |
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| Entering accounts payable invoices for subcontract lines |
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| Entering settings for the Invoice Over Purchase Order Warning |
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| Entering settings for the Vendor Invoice Over Purchase Order Warning |
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| Entering settings for the Invoice Over Subcontract Warning |
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| About payable invoice status |
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| About payable invoice types |
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| Options for saving payable invoices |
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| Entering retention as a flat rate for accounts payable invoices |
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| Verifying contract balances |
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| Reprinting accounts payable checks |
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| Viewing accounts payable payment history for invoices |
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| About managing old debts in accounts payable |
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| Charging for Workers Compensation insurance on invoices |
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| About payable credits |
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| Credit invoices and applying them to invoices in 4-2 Payable Invoices-Credits |
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| Applying a vendor check to an outstanding accounts payable credit invoice |
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| Entering open credit invoices |
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| Reversing accounts payable checks from a prior year |
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| Reversing accounts payable invoices from a prior year |
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| About voiding payable invoices |
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| Voiding payable invoices |
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| Freight Costs |
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| About allowing freight costs and variances in materials costs |
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| Entering freight costs and variances in materials costs |
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| Sales and Use Taxes |
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| Using the purchase order sales tax |
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| About use taxes for payable invoices |
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| Charging use tax on invoices |
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| Work in Progress and Percentage Complete Accounting |
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| About work in progress (WIP) |
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| Work in progress accounting |
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| Setting up WIP verification |
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| About percentage complete accounting |
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| 4-3 Vendor Payments |
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| About 4-3 Vendor Payments |
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| About the Invoice Selection window |
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| Selecting invoices |
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| About 4-3-1 Select Invoices to Pay |
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| About 4-3-2 Pay Vendors |
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| Vendor ACH Payment File Creator |
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| Printing vendor payment checks |
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| Printing separate checks per invoice by vendor |
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| Applying open credits to payable invoices |
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| Applying accounts payable credits to accounts payable invoices |
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| Changing the status of payable invoices |
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| About vendor payment reports |
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| Lien Waivers and Vouchers |
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| About lien waivers |
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| Entering lien waivers |
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| Printing lien waivers |
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| Paying by vouchers |
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| Posting loan disbursements |
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| 4-4 Vendors (Accounts Payable) |
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| About 4-4 Vendors (Accounts Payable) |
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| Entering vendor records |
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| Merging Vendors |
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| 1099 balance startup and adjustment |
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| Update or Delete 1099 Adjustments by DateUpdate or Delete T5018 Adjustments by Date |
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| About vendor financial information |
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| About vendor invoice defaults |
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| About other vendor defaults |
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| About purchase order warnings |
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| Setting up vendor types |
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| About vendor certificates and expiration dates |
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| Entering vendor certificates |
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| Setting up vendor remittance |
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| Deleting vendors |
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| About vendor documents |
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| Setting up Workers Compensation rates for payable invoices |
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| Setting up use taxes for payable invoices |
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| About secondary payees |
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| Entering payable invoices that include secondary payees |
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| Adding secondary payees to existing payable invoices |
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| Increasing amounts payable to second payees |
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| Decreasing amounts payable to second payees |
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| Retention |
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| About accounts payable retention |
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| Paying retention on payable invoices |
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| Releasing retention on payable invoices |
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| Batches |
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| About batch totals |
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| Changing batch numbers |
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| Viewing batch lists for invoices being entered |
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| Viewing prior batch lists |
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| 4-5 Vendor 1099 |
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| About Federal 1099 forms |
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| About 1099 types |
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| Verifying 1099 balances |
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| 4-6 Recurring Payables |
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| About recurring payables |
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| Setting up recurring payable transactions in 4-6 Recurring Payables |
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| Posting single recurring transactions in 4-6 Recurring Payables |
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| Posting groups of recurring transactions in 4-6 Recurring Payables |
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| 4-7 Credit Card Management |
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| About 4-7 Credit Card Management |
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| 4-7-1 Add & Edit Issuer Accounts |
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| 4-7-2 Add & Edit Credit Cards |
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| 4-7-3 Enter Credit Card Receipts |
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| 4-7-4 Enter Recurring Charges |
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| 4-7-5 Reconcile Credit Card Statements |
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| 4-7-6 Pay Credit Cards |
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| Working with 5-Payroll |
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| Working with Payroll |
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| 5-1 Payroll Reports |
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| About certified payroll reports |
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| About the 5-1-6-41 Minority Report |
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| About the 5-1-11 DOL WH-437 Certified Report |
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| 5-2 Payroll Processing |
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| About Sage 100 Contractor and the Affordable Care Act |
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| Entering health care coverage for an employee |
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| About entering ACA Hours in payroll records |
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| 5-2-1 Employees |
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| About 5-2-1 Employees |
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| Entering employee records |
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| About deleting employee records |
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| Viewing employee earnings |
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| Adding employee license types |
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| Tracking employee licenses |
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| Adding employee training types |
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| Tracking employee training |
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| Entering the Alaska domicile information |
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| Recovering payroll advances |
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| About employee documents |
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| HIRE Act |
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| Viewing raise history |
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| Employee Payroll Calculations |
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| About calculations in employee records |
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| About applying the Labor Burden when calculating Payroll |
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| Setting up vacation on the 5-2-1 Employees Compensation tab |
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| Setting up sick time on the 5-2-1 Employees Compensation tab |
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| Adding payroll calculations to employee records |
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| About non-union shops and prevailing-wage jobs |
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| Entering offset credits for prevailing-wage jobs |
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| About calculating state unemployment insurance (SUI) in a multiple state environment |
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| Creating payroll records that differentiate among multiple states |
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| About updating employee calculations |
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| Deleting payroll calculations from employee records |
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| Changing the pay period from weekly to biweekly |
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| 5-2-2 Payroll Records |
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| About 5-2-2 Payroll Records |
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| About payroll record status |
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| About payroll record types |
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| About pay types |
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| Checking for budgeted cost codes and cost types |
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| About payroll record errors |
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| About images included with employee records |
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| Assigning images to records |
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| Entering Payroll |
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| About entering payroll records |
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| About creating payroll records for salaried employee |
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| Entering timecards |
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| About absences |
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| About Autofill Pay Rate |
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| Importing service records |
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| Entering per diem payments |
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| About piece pay |
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| About payroll advances |
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| About employee loans |
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| Entering wages for salaried employees |
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| Job costing salaried employees |
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| Payroll Bonuses |
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| About bonus checks |
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| Entering bonuses as separate records |
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| Including bonuses in salaried employee payroll records |
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| Including bonuses in employee timecards |
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| Hand-computed Checks |
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| About hand-computed checks |
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| Entering hand-computed checks to adjust employee deduction balances |
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| Entering hand-computed checks to adjust employer cost balances |
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| About third-party sick pay |
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| Entering third-party sick pay |
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| Employee Record Calculations |
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| About calculations in payroll records |
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| Overriding payroll record calculations |
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| Reprinting Payroll Checks |
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| Reprinting unposted payroll checks |
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| Reprinting previously posted payroll checks |
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| Voiding payroll records |
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| Voiding payroll records and re-entering the correct data for previously issued checks |
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| Reversing payroll records |
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| Correcting the period for posted transactions |
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| Correcting payroll records associated with paid T and M invoices |
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| 5-2-3 Compute Payroll |
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| About computing payroll records |
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| Computing payroll records |
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| 5-2-4 Payroll Checks |
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| About 5-2-4 Payroll Checks |
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| 5-2-5 Direct Deposit File Manager |
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| About direct deposit |
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| About setting up direct deposit |
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| About Direct Deposit File Manager |
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| Creating a direct deposit file |
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| Setting up company information for direct deposit |
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| Setting up employee records for direct deposit |
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| Creating and processing direct deposit pre-notes |
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| Processing direct deposit |
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| Emailing direct deposit pay stubs |
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| Retracting a direct deposit file |
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| Reprinting a Direct Deposit Report |
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| Use Direct Deposit check box |
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| Account status |
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| Account type |
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| Routing number |
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| Account number |
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| Rate type |
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| Rate |
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| 5-2-6 Post Payroll to GL |
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| About posting payroll |
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| Changing the default bank account when posting payroll |
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| Posting payroll in detail |
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| Posting payroll in summary |
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| Payroll Processing Guidelines |
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| Processing payroll |
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| Historical Payroll Records |
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| Methods for entering historical payroll records |
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| Entering historical payroll records |
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| 5-3 Payroll Management |
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| 5-3-1 Payroll Calculations |
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| About payroll calculations |
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| About pre-built standard payroll calculations |
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| Creating standard payroll calculations |
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| Setting up payroll calculations |
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| Setting up an advance earned income credit (EIC) calculation |
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| About tax areas |
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| About tax tables for setting up federal and state tax calculations |
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| About local payroll taxes |
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| About tax types |
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| About calculation types |
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| Calculation type 1-Deduct from Employee |
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| Calculation type 2-Add to Gross |
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| Calculation type 3-Employer Cost |
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| Calculation type 4-Add/Deduct |
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| Calculation type 5-Accrued Hours |
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| About calculation methods |
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| About payroll calculation defaults |
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| About setting up posting accounts for payroll calculations |
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| Payroll calculation check boxes |
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| About Union and Benefit in payroll calculations |
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| About W-2 Box and W-2 Code in payroll calculations |
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| About calculations in employee records |
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| About accrued vacation |
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| Adding payroll calculations to employee records |
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| About reviewing rates in tax tables |
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| Updating the FICA and Medicare rates and the Default rate and the Default Max |
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| Updating employee calculations using 5-3-1 Payroll Calculations Options menu |
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| 5-3-2 Workers' Compensation |
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| About Workers Compensation |
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| Entering workers’ compensation codes |
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| About split rates for workers' compensation |
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| Workers’compensation for subcontractors |
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| 5-3-3 Employee Positions |
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| About employee positions |
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| Setting up employee positions |
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| 5-3-4 Paygroups |
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| About paygroups |
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| Entering paygroups |
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| Updating employee pay rates |
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| Use higher rate |
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| About setting up payroll calculations for paygroup benefit packages |
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| Entering benefits packages for paygroups |
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| Updating employee benefits |
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| 5-3-5 Payroll Unions |
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| Setting up payroll unions |
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| 5-3-6 Local Payroll Tax |
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| About local payroll taxes |
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| Entering local payroll tax districts |
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| Viewing the details for local payroll tax districts |
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| Combining local payroll tax districts |
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| Creating a table of states |
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| About reciprocal agreements and local payroll tax districts |
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| Setting up payroll calculations for local payroll tax districts |
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| Setting up a local payroll tax district like a state income tax |
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| 5-3-7 Payroll Audit |
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| About auditing payroll |
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| Auditing payroll |
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| Repairing the payroll balances |
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| Changing the check date on payroll records |
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| Changing the payroll quarter on payroll records |
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| Preparing payroll for the new calendar year |
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| 5-3-9 HR Forms |
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| 5-4 Federal and State Tax Filing |
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| About Sage 100 Contractor integration with Aatrix |
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| Common features with Aatrix integration windows |
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| Registering Aatrix through Sage 100 Contractor |
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| 5-4-1 Federal Forms |
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| Running reports with 5-4-1 Federal Tax Forms and eFiling by Aatrix® |
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| Viewing report history with 5-4-1 Federal Tax Forms and eFiling by Aatrix® |
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| 5-4-2 State Forms |
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| Running reports with 5-4-2 State Tax Forms and eFiling by Aatrix® |
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| Assigning payroll calculations to tax descriptions |
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| Viewing report history with 5-4-2 Federal Tax Forms and eFiling by Aatrix® |
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| 5-4-3 ACA Reports |
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| 5-4-3-21 ACA Full Time Equivalent Count report |
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| 5-4-3-31 ACA Employee Count Reconcilation report |
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| 5-5 Daily Payroll |
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| 5-5-1 Daily Payroll Entry |
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| About 5-5-1 Daily Payroll Entry |
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| About entering daily payroll records |
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| Entering time for employees |
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| Entering time for equipment |
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| Importing daily field reports |
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| Creating timecards for daily payroll |
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| Viewing daily payroll totals |
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| 5-5-2 Daily Job Reports |
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| About 5-5-2 Daily Job Reports |
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| 5-5-3 Daily Labor Reports |
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| About 5-5-3 Daily Labor Reports |
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| 5-5-4 Daily Equipment Reports |
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| About 5-5-4 Daily Equipment Reports |
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| Working with 6-Project Management |
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| 6-1 Job Reports |
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| 6-2 Budgets |
|
| About budgets |
|
| Creating budgets |
|
| Setting the original budget |
|
| Enabling the Over Budget Warning |
|
| Entering the settings for Cost Over Budget Warning |
|
| Entering the settings for Purchase Order Over Budget Warnings |
|
| Entering the settings for Subcontract Over Budget Warnings |
|
| About displaying budget recaps |
|
| Displaying and printing budget cost code or phases recaps |
|
| Deleting budgets |
|
| Exporting and Importing Budgets |
|
| About exporting files from 6-2 Budgets, 6-9 Proposals, and 6-10 Unitary Proposals |
|
| Exporting budget files |
|
| Exporting budget grid files |
|
| Importing budget files |
|
| 6-3 Job Costs |
|
| About job costs |
|
| Methods for entering historical job cost records |
|
| Entering historical job cost records |
|
| Entering job costs |
|
| Voiding job costs |
|
| Entering the settings for Cost Over Budget Warning |
|
| About job cost reconciliation |
|
| Reconciling job costs |
|
| Changing the taxability of job cost records |
|
| About committed cost reports |
|
| Job Cost Distribution |
|
| About job cost distribution |
|
| 6-4 Change Orders |
|
| 6-4-1 Change Orders |
|
| About change orders |
|
| How change orders affect budgets and proposals and subcontracts |
|
| About entering change orders |
|
| About automatic numbering for change orders |
|
| Entering prime and sub changes for contracts and budgets |
|
| Entering prime changes for contracts |
|
| Entering sub changes for budgets |
|
| About adding change orders to subcontracts |
|
| Adding change orders to subcontracts |
|
| Creating accounts receivable invoices from change orders |
|
| Creating purchase orders from change orders |
|
| About change order status |
|
| Setting up change order types |
|
| Viewing lists of change orders for jobs |
|
| About displaying subcontract descriptions |
|
| Deleting change orders |
|
| 6-4-2 Print Change Orders |
|
| About 6-4-2 Print Change Orders |
|
| 6-4-3 Print Subcontractor Orders |
|
| About 6-4-3 Print Subcontract Orders |
|
| 6-4-4 Prime Change List |
|
| About 6-4-4 Prime Change List |
|
| 6-4-5 Subcontract Change List |
|
| About 6-4-5 Subcontract Change List |
|
| 6-4-6 Prime Contract Audit |
|
| About 6-4-6 Prime Contract Audit |
|
| 6-5 Cost Codes |
|
| About cost codes and divisions |
|
| About Workers' Compensation codes |
|
| Entering cost codes |
|
| Adding new cost codes to an existing cost code structure |
|
| Entering divisions |
|
| Setting up cost types |
|
| Importing cost codes |
|
| Importing cost divisions |
|
| Setting Up A Cost Code Numbering System |
|
| About cost code numbering systems |
|
| About cost code numbering for general contractors |
|
| About cost code numbering for subcontractors |
|
| Construction Specifications Institute |
|
| 6-6-1 Purchase Orders |
|
| About purchase orders |
|
| About manufacturer details |
|
| Creating purchase orders for jobs |
|
| About purchase order status |
|
| Setting up purchase order types |
|
| About closing purchase orders automatically |
|
| Closing purchase orders manually |
|
| Issuing purchase orders |
|
| Issuing batches of purchase orders |
|
| Retracting purchase orders |
|
| Retracting batches of purchase orders |
|
| Voiding purchase orders |
|
| Canceling ordered items |
|
| Deleting purchase orders |
|
| Opening job schedules when purchase order dates change |
|
| Master Purchase Orders |
|
| About master purchase orders |
|
| Creating master purchase orders |
|
| Creating purchase orders from masters |
|
| 6-6-2 Purchase Order List |
|
| About 6-6-2 Purchase Order List |
|
| 6-6-3 Purchase Order Audit |
|
| About 6-6-3 Purchase Order Audit |
|
| 6-6-4 Purchase Order Materials |
|
| About 6-6-4 Purchase Order Materials |
|
| 6-7 Subcontracts |
|
| 6-7-1 About Subcontracts |
|
| About subcontracts |
|
| About subcontract status |
|
| Entering subcontracts |
|
| Entering the settings for Subcontract Over Budget Warnings |
|
| Reviewing subcontracts |
|
| Reviewing subcontract invoices |
|
| Reviewing subcontract change orders |
|
| Releasing retention for subcontracts |
|
| Setting up subcontract types |
|
| Deleting subcontracts |
|
| 6-7-2 Print Subcontracts |
|
| About 6-7-2 Print Subcontracts |
|
| 6-7-3 Subcontract List |
|
| About 6-7-3 Subcontract List |
|
| 6-7-4 Subcontract Audit |
|
| About 6-7-4 Subcontract Audit |
|
| 6-8 Cost-to-Complete |
|
| 6-8-1 About cost to complete |
|
| About cost to complete |
|
| Entering the costs to complete jobs |
|
| Entering the percentage of work completed on jobs |
|
| Updating Cost to Complete reports |
|
| Applying Labor Burden in 6-8-1 Cost to Complete |
|
| Deleting Cost to Complete reports |
|
| 6-8-2 Hours to Complete |
|
| About hours to complete |
|
| Entering the hours to complete jobs |
|
| Entering the percentage of hours completed on jobs |
|
| Updating Hours to Complete reports |
|
| Deleting Hours to Complete reports |
|
| 6-8-3 Units to Complete |
|
| About units to complete |
|
| Entering the estimated number of units to complete jobs |
|
| Updating Units to Complete reports |
|
| Deleting Units to Complete reports |
|
| 6-9 Proposals |
|
| About proposals |
|
| About creating proposals |
|
| Creating proposals from budgets |
|
| Creating proposals from bid items |
|
| Creating proposals from cost codes |
|
| Setting the original proposal |
|
| About displaying a proposal recap |
|
| Rounding up amounts |
|
| Deleting proposals |
|
| Exporting and Importing Proposal Files |
|
| About exporting and importing files |
|
| Exporting proposal files |
|
| Exporting proposal grid files |
|
| Importing proposal files |
|
| 6-10 Unitary Proposals |
|
| About unitary proposals |
|
| Creating unitary proposals |
|
| Deleting unitary proposals |
|
| About displaying a unitary proposal recap |
|
| Exporting and Importing Unitary Proposal Files |
|
| Exporting unitary proposal files |
|
| Exporting unitary proposal grid files |
|
| Importing unitary proposal files |
|
| 6-11 Document Control |
|
| About document control |
|
| 6-11-1 Requests for Proposal |
|
| About Request for Proposal |
|
| About RFP and RFI numbering by job and phase |
|
| Creating RFPs |
|
| Creating purchase orders from RFPs |
|
| Setting up RFP types |
|
| Deleting RFPs |
|
| 6-11-2 Requests for Information |
|
| About Requests for Information |
|
| Creating RFIs |
|
| Setting up RFI types |
|
| Deleting RFIs |
|
| 6-11-3 Transmittals |
|
| About transmittals |
|
| Creating transmittals |
|
| Entering routing slips |
|
| Setting up transmittal types |
|
| Deleting transmittals |
|
| 6-11-4 Submittals |
|
| About submittals |
|
| Creating submittals |
|
| Setting up submittal types |
|
| Deleting submittals |
|
| 6-11-5 Plan Records |
|
| About plan records |
|
| Entering and tracking a set of plans |
|
| Tracking to whom you have distributed plans |
|
| Deleting plan records |
|
| 6-11-6 Daily Field Reports |
|
| About daily field reports |
|
| Creating daily field reports |
|
| Entering meetings in Daily Field Reports |
|
| About incidents |
|
| Entering incidents in Daily Field Reports |
|
| Entering field orders in Daily Field Reports |
|
| Setting up meeting types |
|
| Setting up incident types |
|
| Deleting field reports |
|
| 6-11-7 Punch Lists |
|
| About punch lists |
|
| Creating punch lists |
|
| Hiding items on punch lists |
|
| Deleting punch lists |
|
| 6-11-8 Correspondence |
|
| About correspondence |
|
| Creating client or vendor correspondence |
|
| Setting up correspondence types |
|
| Deleting correspondence |
|
| 6-11-9 Project Hot List |
|
| About Project Hot List |
|
| Displaying a Project Hot List |
|
| Removing records from Project Hot Lists |
|
| 6-12 Project Work Center |
|
| About Project Work Center |
|
| About customizing the Project Work Center menu |
|
| Project Work Center job contact and financial information |
|
| Working with 7-Utilities |
|
| Working with Utilities |
|
| Specify Sage License Server |
|
| About specifying the license server |
|
| Selecting the Sage license server computer |
|
| Entering the IP Address or name of the computer |
|
| Changing the Sage license server |
|
| Determining the name of a computer |
|
| Determining the IP Address of a computer |
|
| What is an IP Address? |
|
| What is a server? |
|
| Running Sage 100 Contractor Connected |
|
| Launching and running Sage 100 Contractor connected |
|
| About the Sage License Server Connection States |
|
| Viewing the Sage license server connection state |
|
| About the Connect to SQL Server window |
|
| Company List Window |
|
| About the Company List window |
|
| Mapping a network drive to access a company |
|
| 7-1 Company Information |
|
| Entering company information |
|
| Setting up state tax identification numbers |
|
| 7-2 Company Security |
|
| Security features of Sage 100 Contractor |
|
| 7-2-1 Security Groups |
|
| About security groups |
|
| Setting up security groups |
|
| Setting up a security group for using the API |
|
| About setting field properties |
|
| Setting up properties for text boxes, lists, check boxes, columns, and the Executive Dashboard |
|
| About the 7-2-2 User List window |
|
| Setting up user names and passwords |
|
| Setting up an API user and password |
|
| About passwords for multiple companies |
|
| About the company administrator |
|
| About copying user defaults |
|
| Copying user defaults from one user to another |
|
| About window and menu-level security |
|
| Setting up window and menu-level security |
|
| Setting up Dashboard security |
|
| About access rights regarding window and menu-level security |
|
| Access rights definitions |
|
| Exclusive Access |
|
| About exclusive access |
|
| Setting exclusive access |
|
| Clearing exclusive access |
|
| 7-3 Repair Database |
|
| Support password for repairing a database |
|
| 7-4 Contact Manager |
|
| About 7-4 Contact Manager |
|
| Syncing contacts with Outlook |
|
| Sorting contacts in 7-4 Contact Manager |
|
| Manage contacts from multiple companies |
|
| Displaying a single contact record using Drill Down |
|
| Resolving conflicts with contact records |
|
| Update Master Builder contact records |
|
| 7-5 Scheduled Reports Manager |
|
| About Scheduled Reports Manager |
|
| Deleting scheduled events |
|
| 7-6 Alerts Manager |
|
| About 7-6 Alerts Manager |
|
| Creating Alert Queries in 7-6 Alerts Manager |
|
| Importing alert queries in 7-6 Alerts Manager |
|
| Activating an alert query |
|
| Disabling an alert query |
|
| Deleting an alert query |
|
| Snoozing an alert query |
|
| About Program Warnings |
|
| Troubleshooting the 7-6 Alerts Manager |
|
| Data Maintenance |
|
| Performing general Sage 100 Contractor maintenance |
|
| Database Administration for Sage 100 Contractor |
|
| Printers |
|
| Installing printers |
|
| Installing the Generic-Text Only printer driver |
|
| Printing to file using the Generic-Text Only driver |
|
| Printer driver errors |
|
| Changing the default printer driver |
|
| Working with 8-Equipment Management |
|
| Working with Equipment Management |
|
| 8-1 Equipment Reports |
|
| About equipment documents |
|
| 8-2 Equipment Costs |
|
| About equipment costs |
|
| About equipment cost distribution |
|
| Entering equipment costs |
|
| Voiding equipment costs |
|
| Working with Historical Equipment Costs and Records |
|
| Methods for entering historical equipment cost records |
|
| Entering historical equipment cost records |
|
| Methods for entering historical equipment revenue records |
|
| 8-3 Equipment Records |
|
| About equipment |
|
| Entering equipment records |
|
| Setting up equipment types |
|
| Deleting equipment records |
|
| Costs of Operation |
|
| About costs of operation |
|
| About equipment cost recovery |
|
| About rental units |
|
| Entering costs to determine recovery rates |
|
| Entering cost recovery and rental rates |
|
| About estimated use |
|
| About resource consumption |
|
| About costs of ownership |
|
| Entering equipment maintenance |
|
| Expensing Small Tools and Small Equipment |
|
| Using expense pools to recover costs for small tools or equipment |
|
| 8-4 Equipment Allocation |
|
| About equipment allocation |
|
| Entering job costs for equipment time and materials billing |
|
| Entering equipment costs for repair work |
|
| Entering job costs for equipment |
|
| 8-5 Equipment Payments |
|
| About equipment payments |
|
| Selecting equipment for payment |
|
| 8-6 Equipment Depreciation |
|
| About equipment depreciation |
|
| Posting equipment depreciation |
|
| Posting depreciation for specific pieces of equipment |
|
| 8-7 Equipment Revenue |
|
| About equipment revenue |
|
| Entering historical equipment revenue records |
|
| Voiding equipment revenue records |
|
| Working with 9-Estimating (Parts and Assemblies) |
|
| Working with estimating, assemblies, and parts |
|
| What is assembly estimating? |
|
| Pre-Built Data Sets |
|
| Home Builder Data |
|
| About Home Builder estimating data |
|
| Setting up Home Builder Accounts |
|
| Remodeler Data |
|
| About Remodeler estimating data |
|
| Setting up Remodeler Accounts |
|
| 9-1 Takeoff Reports |
|
| 9-2 Parts |
|
| About 9-2 Parts |
|
| Entering parts |
|
| About the check boxes in the 9-2 Parts window |
|
| Including part notes |
|
| Assigning specifications files to part records |
|
| About creating part records for items other than materials |
|
| Setting up part records for labor |
|
| Parts Inventory |
|
| About taking inventory of parts |
|
| Viewing the inventory for parts |
|
| About parts inventory status |
|
| Viewing serial numbers of parts in an inventory location |
|
| Barcodes |
|
| About barcodes |
|
| Selecting the barcode format |
|
| Viewing the barcode format |
|
| Changing part numbers into barcodes |
|
| Vendor Pricing |
|
| About vendor pricing |
|
| Entering vendor prices for part records |
|
| 9-3 Assemblies |
|
| About assemblies |
|
| More information about assemblies |
|
| Entering assemblies |
|
| Entering markups for assemblies |
|
| Entering flat rate details |
|
| About connecting parts to assemblies |
|
| Changing the connections of parts |
|
| Including assembly notes |
|
| Hiding the parts in assemblies |
|
| 9-4 Part-Assembly Classes |
|
| About assembly and part classes |
|
| About the Part-Assembly Classes menu |
|
| Creating a class structure |
|
| Fully expanding the part-assembly class tree |
|
| Deleting part-assembly classes |
|
| Indenting part-assembly classes |
|
| Inserting part-assembly classes |
|
| Outdenting part-assembly classes |
|
| Renaming part-assembly classes |
|
| Positioning classes using the arrow buttons |
|
| Locating a part or assembly |
|
| About setting up parts and part classes for lumber |
|
| 9-5 Takeoffs |
|
| About takeoffs and estimating |
|
| About the tabs in 9-5 Takeoffs |
|
| Viewing takeoff recaps |
|
| About the Takeoff Launch |
|
| Creating takeoffs |
|
| Replace Cost Codes, Vendors, Tasks, or Inventory Locations |
|
| Setting automatic reminders to save takeoffs |
|
| Deleting takeoffs |
|
| Locking takeoff rows |
|
| Sorting takeoffs |
|
| Tagging Rows for Follow-up in the 9-5 Takeoff Grid |
|
| Pricing and Quantities |
|
| Selecting the part pricing for takeoffs |
|
| Selecting part cost defaults |
|
| Displaying the manufacturer details |
|
| Using minimum part quantities in takeoffs |
|
| Using minimum part quantities in phases |
|
| Updating Parts Information |
|
| Updating part information in a takeoff or grid |
|
| Updating part costs |
|
| Updating part costs by average cost |
|
| Updating part costs using the preferred vendor |
|
| Updating part costs using the vendor with the lowest price |
|
| Updating vendor prices in takeoffs |
|
| Updating part costs using the takeoff vendor |
|
| Updating part costs by billing amount |
|
| Change Orders |
|
| About takeoffs and change orders |
|
| Entering change orders in takeoffs |
|
| Overhead and Profits |
|
| About overhead and profit rates |
|
| Entering overhead and profit rates for bid items |
|
| Entering overhead and profit rates for cost types |
|
| Including bonding costs in 9-5 Takeoffs |
|
| Including liability insurance costs in 9-5 Takeoffs |
|
| Including tax costs in 9-5 Takeoffs |
|
| Bid Totals |
|
| About 9-5 Takeoffs and controlling the bid total on estimates |
|
| Adjusting bid totals with a bid amount override |
|
| Formulas and Variables |
|
| About formulas |
|
| About variables |
|
| About Total Labor Units (TLU) |
|
| Entering project values |
|
| Declaring the values for variables |
|
| About reserved variables |
|
| About solving formulas |
|
| Types of calculations you can perform in formulas |
|
| Compensating for materials waste in your takeoffs |
|
| Security |
|
| Hiding bid total amounts in 9-5 Takeoffs |
|
| Hiding cost total amounts in 9-5 Takeoffs |
|
| Hiding the labor parts |
|
| Takeoff Details Tab Grid Views and View Menus |
|
| About the Takeoff Details tab grid menus |
|
| About the Grid Views menu (Takeoff Details tab) |
|
| About the Views menu for displaying grid column views (Takeoff Details tab) |
|
| Right-click grid cell menu (Takeoff Details tab) |
|
| Right-click grid columns menu (Takeoff Details tab) |
|
| Adding new grid views (Takeoff Details tab) |
|
| Editing the columns displayed in a grid view (Takeoff Details tab) |
|
| Deleting the current grid view (Takeoff Details tab) |
|
| Restoring default grid views (Takeoff Details tab) |
|
| Showing and hiding grid columns (Takeoff Details tab) |
|
| Saving column widths using the Save Current Grid View command (Takeoff Details tab) |
|
| Project Values Tab Grid Menus |
|
| About the Project Values tab grid menus |
|
| Right-click grid cell menu (Project Values tab) |
|
| Right-click grid column heading menu (Project Values tab) |
|
| Showing and hiding columns (Project Values tab) |
|
| Exporting Files from 9-5 Takeoffs |
|
| About exporting files from 9-5 Takeoffs |
|
| Exporting takeoffs to files |
|
| Exporting takeoff prices to parts database |
|
| Exporting takeoff grids to files |
|
| Exporting budgets from 9-5 Takeoffs to 6-2 Budgets |
|
| Exporting proposals from 9-5 Takeoffs to 6-9 Proposals |
|
| Exporting purchase orders from 9-5 Takeoffs to 6-6-1 Purchase Orders |
|
| Exporting subcontracts from 9-5 Takeoffs to 6-7-1 Subcontracts |
|
| Exporting grids from 9-5 Takeoffs to 11-2 Work Orders |
|
| Exporting service work orders from 9-5 Takeoffs to 11-2 Work Orders-Invoices-Credits |
|
| Exporting change orders from 9-5 Takeoffs to 6-4-1 Change Orders |
|
| Exporting RFPs from 9-5 Takeoffs to 6-11-1 Requests for Proposal |
|
| About Export Notes |
|
| Importing Files to 9-5 Takeoffs |
|
| About importing takeoff files |
|
| Importing takeoffs in 9-5 Takeoffs |
|
| Importing takeoffs using Takeoff Launch |
|
| Importing takeoff grid files |
|
| 9-6 Add Parts-Update Prices |
|
| About adding parts-updating prices |
|
| More about adding parts-updating prices |
|
| About file types for adding parts-updating prices |
|
| Saving templates for adding parts-updating prices |
|
| Recalling templates for adding parts-updating prices |
|
| Adding parts |
|
| Updating Parts and Prices |
|
| Updating part prices |
|
| Important information about updating prices and adding new parts simultaneously |
|
| Updating prices and adding new parts simultaneously |
|
| 9-7 Maintain Parts Database |
|
| About 9-7 Maintain Parts Database |
|
| Setting up a vendor pricing list |
|
| Replacing an existing list of vendors for vendor pricing |
|
| Updating vendor pricing |
|
| Maintaining the parts database |
|
| Deleting ranges of parts |
|
| 9-8 Board Footage |
|
| About board footage |
|
| Entering new cost and billing amounts for lumber classes |
|
| Working with 10-Scheduling |
|
| Working with Scheduling |
|
| 10-1 Scheduling Reports |
|
| 10-2 Tasks |
|
| About Tasks |
|
| Setting up task types |
|
| Setting up task lists |
|
| About dependencies in scheduling |
|
| About lead and lag time in scheduling |
|
| Entering dependencies for tasks |
|
| Drawing dependencies between tasks |
|
| About date constraints |
|
| 10-3 Schedules |
|
| About 10-3 Schedules |
|
| Tips for managing a project schedule |
|
| Creating starter schedules from takeoffs |
|
| Displaying takeoff hours by job or job phase |
|
| Creating schedules |
|
| About scheduling resources to avoid conflicts |
|
| Assigning employee resources |
|
| Assigning equipment resources |
|
| Assigning subcontractor resources |
|
| Schedule Views |
|
| About Gantt view |
|
| Printing Gantt views |
|
| Moving tasks |
|
| Resizing tasks in scheduling |
|
| Viewing task summaries |
|
| Viewing the critical path in schedules |
|
| Importing tasks |
|
| Automatically assigning the start-finish dependency |
|
| Importing scheduling files |
|
| Setting the original schedule |
|
| Examining schedules |
|
| Accelerating schedules |
|
| Scheduling and the company calendar |
|
| Changing workdays and non-workdays |
|
| Recalculating the schedule with the company calendar |
|
| About displaying schedule recaps |
|
| Displaying schedule recaps |
|
| Exporting scheduling grid files |
|
| Deleting schedules |
|
| Working with 11-Service Receivables |
|
| Working with Service Receivables |
|
| 11-1 Service Reports |
|
| 11-2 Work Orders, Invoices, & Credits |
|
| About 11-2 Work Orders-Invoices-Credits |
|
| About setting up service jobs |
|
| Service Receivables Startup |
|
| Methods for entering historical service receivable records |
|
| About entering service receivable items at initial setup |
|
| Service Quotes, Work Orders, and Invoices |
|
| About prioritizing work orders and employees |
|
| Entering quotes or work orders or invoices |
|
| About insurance information |
|
| Entering insurance information |
|
| Entering locations on a work order |
|
| Creating multiple work orders and invoices |
|
| Copying and repeating records |
|
| Creating purchase orders from work orders or invoices |
|
| Deleting service records |
|
| Managing bad debts in service receivables |
|
| Customizing the priority dropdown list |
|
| More about Work Orders |
|
| About work order deposits |
|
| Posting single work orders |
|
| Posting multiple work orders |
|
| Posting options for work orders |
|
| Deleting work orders |
|
| Invoice Service Calls |
|
| Entering invoice details for service calls |
|
| Entering billing information for work orders and invoices |
|
| About the Discount Available box |
|
| Creating partial invoices |
|
| About service invoice types |
|
| Setting up service invoice types |
|
| About service invoice status |
|
| Recalculating invoices |
|
| About controlling billing amounts with markups and overrides |
|
| Setting up finance charges for service work |
|
| Adjusting billing amounts with markups |
|
| Adjusting billing amounts with overrides |
|
| About posting invoices with billing amount markups |
|
| About posting invoices with overridden billing amounts |
|
| About voiding service invoices |
|
| Voiding service invoices |
|
| More about Service Credits |
|
| About service credits |
|
| Entering credit invoices or credits |
|
| Entering a credit invoice and applying it to an invoice in 11-2 Work Orders |
|
| About service receivables and cash receipts |
|
| About entering cash transactions |
|
| Displaying payment history on service work |
|
| Service Routes and Contracts |
|
| Setting up service areas |
|
| Setting up service routes |
|
| Entering routes |
|
| Entering contracts |
|
| Entering locations and scheduling service calls |
|
| About shop notes and owner notes |
|
| Posting service routes |
|
| Posting service contracts |
|
| Appointments |
|
| Assigning appointments to technicians |
|
| Assigning work orders to multiple employees |
|
| Displaying appointment properties |
|
| Adjusting appointment duration |
|
| Rescheduling appointments |
|
| Removing appointments assigned to specific technicians |
|
| Creating new work orders from the Dispatch Board |
|
| Emailing work orders to technicians |
|
| Assigning time off in the Dispatch Board |
|
| 11-3 Dispatch Board |
|
| About the Dispatch Board |
|
| Setting the Dispatch Board preferences |
|
| Configuring the Dispatch Board email settings |
|
| Setting up an employee list for the Dispatch Board |
|
| About prioritizing work orders and employees |
|
| Customizing the priority dropdown list |
|
| Adjusting travel time |
|
| Refreshing the Dispatch Board |
|
| Overbooking and Partial Invoices Created from Work Orders |
|
| Working with 12-Inventory |
|
| Working with Inventory |
|
| 12-1 Inventory Reports |
|
| Inventory Startup |
|
| About inventory |
|
| Entering startup inventory |
|
| About the inventory offset account |
|
| 12-2 Inventory Allocation |
|
| About inventory allocation |
|
| About inventory variance reconciliation |
|
| About inventory status |
|
| Inventory Valuation |
|
| About inventory valuation methods |
|
| Setting up an inventory valuation method and offset account |
|
| Weighted Average Cost (WAC) valuation method |
|
| Last-in First-out (LIFO) valuation method |
|
| First-in First-out (FIFO) valuation method |
|
| Placing stock on hold |
|
| Verifying stock availability |
|
| Inventory Allocation Records |
|
| Entering records for internal consumption |
|
| Entering records for inventory shrinkage |
|
| Entering records for inventory sold to customers |
|
| Entering records for inventory used on contracts |
|
| Entering records to re-value existing inventory |
|
| 12-3 Inventory Locations |
|
| Setting up inventory locations |
|
| Moving inventory among locations |
|
| 12-4 Purchase Order Receipts |
|
| About purchase order receipts |
|
| Entering the receipt of materials |
|
| 12-5 Inventory Audit |
|
| About auditing inventory |
|
| Auditing inventory |
|
| Working with 13-Review and Reporting |
|
| Working with Review and Reporting |
|
| Review and Reporting Reports |
|
| Appendix B - List of review and reporting reports |
|
| Selecting and Creating Reports |
|
| 13-1 Financial Review |
|
| 13-2 Project Review |
|
| 13-3 Report Writer |
|
| Working with Text in 13-3 Report Writer |
|
| Bands |
|
| Working With Pages in 13-3 Report Writer |
|
| Tools for Building Reports |
|
| Define Grouping and Sorting |
|
| Define the Selection Criteria |
|
| Calculated Fields |
|
| About pre-defined calculated fields |
|
| Working with global calculated fields |
|
| Inserting calculated fields in reports |
|
| Inserting calculated fields in form designs |
|
| Creating calculated fields |
|
| Creating global calculated fields |
|
| Adding calculations to fields |
|
| Editing calculated fields |
|
| Editing global calculated fields |
|
| Inserting text boxes for calculated fields |
|
| Copying calculated fields |
|
| Deleting calculated fields |
|
| About expressions |
|
| About operators |
|
| About parentheses |
|
| About using If( )Then( )Else( ) in a calculated field |
|
| About variables in calculated fields |
|
| {S} |
|
| {N} |
|
| {D} |
|
| About constants |
|
| About functions |
|
| About Structured Query Language |
|
| About SQL syntax |
|
| Between |
|
| Inner join |
|
| 13-4 Report Printing |
|
| Printing Reports |
|
| About report printing |
|
| About setting report printing defaults |
|
| Entering defaults in Report Printing windows |
|
| Printing documents, grids, or reports |
|
| Saving printer settings |
|
| Printing reports to screen - print preview |
|
| Drilling Down into Report Information |
|
| About program-wide drill-down into report information |
|
| Editing reports for drill-down |
|
| Modifying custom reports for drill-down |
|
| 13-5 Form-Report Page Design |
|
| Working with Text in 13-5 Form/Report Page Design |
|
| Working with Pages in 13-5 Form/Report Page Design |
|
| Page Layout |
|
| Tools for Building Form Designs |
|
| Saving and naming form/report page design |
|
| 13-6 Report & Query Lists |
|
| Using Report Query Wizard |
|
| Using the Query Wizard |
|
| 13-7 Print Database Format |
|
| 13-8 Search Reports |
|
| About 13-8 Search Reports |
|
| Interpreting report search results |
|
| Working with Mailing Labels and Label Form Designs |
|
| Options for printing mailing labels |
|
| About label forms |
|
| Label forms for laser printers |
|
| Label forms for tractor printers |
|
| Creating part form designs for Avery labels |
|
| Printing barcodes as labels |
|
| Using MICR to Print Your Own Checks |
|
| About check forms |
|
| About checks and Check 21 regulations |
|
| Check 21 formatting requirements |
|
| About printing your own check forms |
|
| Viewing sample MICR checks |
|
| Creating your own check forms from blank checks |
|
| MICR fonts and toner cartridges |
|
| MICR suppliers |
|
| About typing MICR characters |
|
| Report Scheduling |
|
| About report scheduling |
|
| Scheduling reports |
|
| Updating scheduled reports |
|
| Updating the schedule and output in scheduled reports |
|
| Updating the selection criteria in scheduled reports |
|
| Editing report schedules |
|
| Deleting report schedules |
|
| Emailing and Faxing Reports |
|
| About setting up emailing and faxing through Sage 100 Contractor |
|
| Installing the Windows Fax Services component |
|
| About email settings |
|
| About fax line access selection |
|
| Changing the email server setup when emailing directly |
|
| Changing the fax line access setup when faxing directly |
|
| Changing the email server setup when scheduling delivery |
|
| Changing the fax line access setup when scheduling delivery |
|
| About fax distribution lists |
|
| Editing fax cover pages |
|
| Faxing reports to clients and vendors and employees |
|
| About the Email Distribution window |
|
| Emailing reports to clients and vendors and employees |
|
| Including attachments when you email forms |
|
| Emailing statements to clients |
|
| Exporting Data to Microsoft Excel |
|
| Exporting report data to Microsoft Excel |
|
| Exporting Quick Grid data to Microsoft Excel |
|
| Exporting Find query data to Microsoft Excel |
|
| Appendix A-Sage 100 Contractor Features |
|
| About Sage 100 Contractor Features |
|
| Basic Features |
|
| About the Sage 100 Contractor main window and desktop area |
|
| About the Sage 100 Contractor Desktop |
|
| Customizing the desktop with additional shortcuts |
|
| Editing the desktop |
|
| Customizing My Menu |
|
| About the status bar |
|
| About user and system prompts |
|
| Data control |
|
| Count |
|
| About Quick Lists |
|
| Searching data with indexed text boxes |
|
| About user-defined fields |
|
| About custom fields |
|
| Defining Custom Fields |
|
| Modifying Custom Fields |
|
| About the About Sage 100 Contractor window |
|
| Sage 100 Contractor Sample Company |
|
| About the Sample Company |
|
| Logging in to the Sample Company |
|
| Working with the Dashboard |
|
| About the Dashboard |
|
| About the Dashboard Alert Viewer |
|
| About Dashboard security |
|
| Adding and Removing Content on the Dashboard |
|
| General Ledger |
|
| About Cash Accounts on the Dashboard |
|
| About Cash Position on the Dashboard |
|
| About Income from Operations on the Dashboard |
|
| About Income and Expenses on the Dashboard |
|
| About Previous Year Income Comparison on the Dashboard |
|
| About Previous Year Expense Comparison on the Dashboard |
|
| About Budget vs. Actual Income on the Dashboard |
|
| About Budget vs. Actual Expense on the Dashboard |
|
| About Edit Selected Departments on the Dashboard |
|
| About Department Income and Expenses on the Dashboard |
|
| About Department Budget vs. Actual Income on the Dashboard |
|
| About Department Budget vs. Actual Expense on the Dashboard |
|
| About Budgeted Expenses on the Dashboard |
|
| Payables |
|
| About Payables on the Dashboard |
|
| About Payables Aging on the Dashboard |
|
| About Credit Card Accounts on the Dashboard |
|
| About Top Vendors on the Dashboard |
|
| About Vendor Discounts Available on the Dashboard |
|
| Receivables |
|
| About Receivables on the Dashboard |
|
| About Receivables Aging on the Dashboard |
|
| About Service Receivables Aging on the Dashboard |
|
| About Top Customers by Billing on the Dashboard |
|
| About Top Service Customers on the Dashboard |
|
| About Top Customers by $ Owed on the Dashboard |
|
| About Top Customers by Contract on the Dashboard |
|
| Projects |
|
| About Under-Billed Jobs on the Dashboard |
|
| About Outstanding Change Orders on the Dashboard |
|
| About Edit Job Selection on the Dashboard |
|
| About Job Costs by Cost Type on the Dashboard |
|
| About Edit Job Selection for Job Costs by Cost Type on the Dashboard |
|
| About Job Contract, Budget and Costs to Date on the Dashboard |
|
| About Job Cash Flow to Date on the Dashboard |
|
| About Job Committed Costs on the Dashboard |
|
| About Today's Job Tasks on the Dashboard |
|
| About Edit Job Selection for Job Tasks on the Dashboard |
|
| About Tomorrow's Job Tasks on the Dashboard |
|
| About Payable Retention by Job on the Dashboard |
|
| About Receivable Retention on the Dashboard |
|
| Alerts |
|
| About My Alerts on the Dashboard |
|
| Working with Grids |
|
| Working With Records |
|
| Locking records |
|
| Copying records |
|
| Deleting records |
|
| Voiding records |
|
| About Inactive Records |
|
| Working With Attachments |
|
| About file and link Attachments on records |
|
| Attaching files individually using the Add Attachment window |
|
| Attaching Web links individually using the Add Attachment window |
|
| Dragging and dropping multiple files onto records |
|
| Removing attachments from records |
|
| Emailing files attached to records |
|
| Lookup Windows |
|
| Working with Picklist Windows |
|
| Function Keys and Shortcuts |
|
| About function keys |
|
| Activating keyboard shortcuts with the F10 key |
|
| Working with the Calendar |
|
| Working with the Calculator |
|
| Working With Notes |
|
| Opening text files |
|
| Working with Find and Queries |
|
| Default Settings |
|
| Working with Images |
|
| Working with Templates |
|
| About Document Tracking |
|
| Exporting and Importing Files |
|
| An overview of moving data into and around Sage 100 Contractor |
|
| About exporting files |
|
| About exporting reports to other programs |
|
| About Open Database Connectivity (ODBC) |
|
| Exporting data in PDF format |
|
| Exporting data in RTF format |
|
| Appendix B-Sage 100 Contractor Reports |
|
| 1-General Ledger Reports |
|
| 1-1 Checks-Bank Charges |
|
| 1-2 Deposits-Interest |
|
| 1-3 Journal Transactions |
|
| 1-4 Recurring Journal Transactions |
|
| 1-5 Bank Reconciliation |
|
| 1-7 General Ledger Accounts |
|
| 1-8 General Ledger Setup |
|
| 2-Accounting Reports |
|
| 2-1 Trial Balance Reports |
|
| 2-2 Balance Sheet Reports |
|
| 2-3 Income Statement Reports |
|
| 2-4 General Ledger Reports |
|
| 2-5 General Journal Reports |
|
| 2-6 Check Register Reports |
|
| 2-7 Chart of Accounts Reports |
|
| 2-8 Financial Reports |
|
| 2-9 Statement of Cash Flows Reports |
|
| 3-Accounts Receivable Reports |
|
| 3-1-1 Receivable List |
|
| 3-1-2 Receivable Invoice List |
|
| 3-1-3 Receivable Aging |
|
| 3-1-4 Receivable Journal-Ledger |
|
| 3-1-5 Receivable Call Sheet |
|
| 3-1-6 Client List |
|
| 3-1-7 Client Documents |
|
| 3-1-8 Job Documents |
|
| 3-1-9 Overdue Receivable Reminders |
|
| 3-1-10 Pre-Lien Notices |
|
| 3-1-11 Sales Tax Report |
|
| 3-2 Receivable Invoices-Credits |
|
| 3-3 Cash Receipts |
|
| 3-4 Statements |
|
| 3-5 Jobs (Accounts Receivable) |
|
| 3-6 Receivable Clients |
|
| 3-7 Progress Billing |
|
| 3-8 Loan Draw Requests |
|
| 3-9 Unitary Billing |
|
| 3-10-1 T & M Billing Setup |
|
| 3-10-3 Print T&M Invoices |
|
| 3-10-5 T&M Wage Rates |
|
| 3-10-6 T&M Equipment Rates |
|
| 3-10-7 T&M Journal |
|
| 3-10-8 T&M Summary |
|
| 4-Accounts Payable Reports |
|
| 4-1-1 Vendor List |
|
| 4-1-2 Payable Invoice List |
|
| 4-1-3 Payable Aging |
|
| 4-1-4 Payable Journal-Ledger |
|
| 4-1-5 Vendor Payment Journal |
|
| 4-1-6 Vendor Documents |
|
| 4-2 Payable Invoices-Credits |
|
| 4-3 Check Report |
|
| 4-3 Checks |
|
| 4-3 Lien Waivers |
|
| 4-3 Set to Pay Report |
|
| 4-3 Voucher |
|
| 4-4 Vendors (Accounts Payable) |
|
| 4-5 Vendor 1099 |
|
| 4-6 Recurring Payables |
|
| 4-7-3 Credit Card Receipts |
|
| 4-7-4 Enter Recurring Charges |
|
| 4-7-5 Reconcile Credit Card Statements |
|
| 5-Payroll Reports |
|
| 5-1-1 Employee List |
|
| 5-1-2 Payroll Check Register |
|
| 5-1-3 Federal Tax Report |
|
| 5-1-4 State Tax Report |
|
| 5-1-5 Workers Comp Report |
|
| 5-1-6 Certified Payroll Report |
|
| 5-1-7 Union Reports |
|
| 5-1-8 Hours Report |
|
| 5-1-9 Ytd-Qtd Earnings |
|
| 5-1-10 Employee Documents |
|
| 5-2-1 Employees |
|
| 5-2-2 Payroll Records |
|
| 5-2-4 Payroll Checks |
|
| 5-2-5 Direct Deposit File Manager |
|
| 5-2-7 Compensation Slips |
|
| 5-2-8 Timecard Journal |
|
| 5-3-1 Payroll Calculations |
|
| 5-3-4 Paygroups |
|
| 5-4-3 ACA Reports |
|
| 5-5-1 Daily Payroll Entry |
|
| 5-5-2 Daily Job Reports |
|
| 5-5-3 Daily Labor Reports |
|
| 5-5-4 Daily Equipment Reports |
|
| 6-Project Management Reports |
|
| 6-1-1 Job Status Report |
|
| 6-1-2 Job Cost Journal |
|
| 6-1-3 Job Labor Journal |
|
| 6-1-4 Job Summary Report |
|
| 6-1-4-61 Job Profitability Report information |
|
| 6-1-4-71 Job Income Statement Report information |
|
| 6-1-4-81 Job Hours Summary Actual/Budet with Uncomputed Payroll |
|
| 6-1-4-82 Job Hours Summary Actual/Budgeet Finished Jobs By Supervisor |
|
| 6-1-5 Current Cost Summary |
|
| 6-1-6 Job Cost Totals |
|
| 6-1-7 Over-Under Billing Report |
|
| 6-1-8 Bonding Report |
|
| 6-1-9 Budgets |
|
| 6-1-10 Budget Totals |
|
| 6-1-11 Proposals |
|
| 6-1-12 Committed Cost Report |
|
| 6-1-13 Home Builder Reports |
|
| 6-3 Job Costs |
|
| 6-4-2 Print Change Orders |
|
| 6-4-3 Print Subcontract Orders |
|
| 6-4-4 Prime Change List |
|
| 6-4-5 Subcontract Change List |
|
| 6-4-6 Prime Contract Audit |
|
| 6-6-1 Purchase Orders |
|
| 6-6-2 Purchase Order List |
|
| 6-6-3 Purchase Order Audit |
|
| 6-6-4 Purchase Order Materials |
|
| 6-7-2 Print Subcontracts |
|
| 6-7-3 Subcontract List |
|
| 6-7-4 Subcontract Audit |
|
| 6-8-1 Cost to Complete |
|
| 6-8-2 Hours to Complete |
|
| 6-8-3 Units to Complete |
|
| 6-9 Proposals |
|
| 6-10 Unitary Proposals |
|
| 6-11-1 Requests for Proposal |
|
| 6-11-2 Requests for Information |
|
| 6-11-3 Transmittals |
|
| 6-11-4 Submittals |
|
| 6-11-5 Plan Records |
|
| 6-11-6 Daily Field Reports |
|
| 6-11-7 Punch Lists |
|
| 6-11-8 Correspondence |
|
| 6-12 Project Work Center |
|
| 8-Equipment Management Reports |
|
| 8-1-1 Equipment List |
|
| 8-1-2 Equipment Cost Journal |
|
| 8-1-3 Equipment Journal-Ledger |
|
| 8-1-4 Equipment Management Reports |
|
| 8-1-5 Equipment Maintenance Reports |
|
| 8-1-7 Equipment Revenue Journal |
|
| 8-2 Equipment Costs |
|
| 8-3 Equipment |
|
| 8-4 Equipment Allocation |
|
| 8-5 Equipment Payments |
|
| 8-6 Equipment Depreciation |
|
| 8-7 Equipment Revenue |
|
| 9-Estimating Reports |
|
| 9-1-1 Parts List |
|
| 9-1-2 Assembly List |
|
| 9-1-3 Takeoff List |
|
| 9-1-4 Takeoff Parts |
|
| 9-1-5 Takeoff Assemblies |
|
| 9-1-6 Takeoff Bid Requests |
|
| 9-1-7 Takeoff Recaps |
|
| 9-1-8 Takeoff Bid |
|
| 9-1-9 Takeoff Vendor Lists |
|
| 9-2 Parts |
|
| 9-3 Assemblies |
|
| 9-4 Part-Assembly Classes |
|
| 9-5 Takeoffs |
|
| 10-Scheduling Reports |
|
| 10-1-1 Subcontract Notices |
|
| 10-1-2 Scheduled Tasks |
|
| 10-1-3 Schedule Resource Reports |
|
| 10-1-4 Subcontract Call Sheet |
|
| 10-1-5 Gantt Chart |
|
| 10-1-6 Original-Actual Report |
|
| 10-1-7 Scheduled Cash Flow |
|
| 10-1-8 Critical Path Report |
|
| 10-3 Schedules |
|
| 11-Service Receivables Reports |
|
| 11-1-1 Client List |
|
| 11-1-2 Service Invoice List |
|
| 11-1-3 Service Aging |
|
| 11-1-4 Service Journal-Ledger |
|
| 11-1-5 Service Call Sheet |
|
| 11-1-6 Service Employee Reports |
|
| 11-1-7 Service Advertising Reports |
|
| 11-1-8 Service Resource Reports |
|
| 11-1-9 Client Documents |
|
| 11-1-10 Service Tax Report |
|
| 11-1-11 Overdue Service Reminders |
|
| 11-1-12 Service Route Sheet |
|
| 11-1-13 Service Price Book |
|
| 11-2 Work Orders-Invoices-Credits |
|
| 12-Inventory Reports |
|
| 12-1-1 Allocation List |
|
| 12-1-2 Quantity on Hand |
|
| 12-1-3 Inventory Journal-Ledger |
|
| 12-1-4 Inventory Order Report |
|
| 12-2 Inventory Allocation |
|
| 12-4 Purchase Order Receipts |
|
| 13-Review and Reporting Reports |
|
| 13-6 Report-Query Lists Reports |
|
| Appendix C-Timetable of Office Procedures |
|
| About office procedures |
|
| Using daily routines in Sage 100 Contractor |
|
| Using monthly routines in Sage 100 Contractor |
|
| Using quarterly routines in Sage 100 Contractor |
|
| Using weekly routines in Sage 100 Contractor |
|
| Year-End Routines |
|
| Appendix D-Tax Setup Information |
|
| Federal-City-State Tax Setup Information |
|
| About tax setup information |
|
| Alabama State Tax |
|
| Alaska State Tax |
|
| Arizona State Tax |
|
| Arkansas State Tax |
|
| California State Tax |
|
| Colorado State Tax |
|
| Connecticut State Tax |
|
| Delaware State Tax |
|
| District of Columbia Income Tax |
|
| Federal Income Tax |
|
| Florida State Tax |
|
| Georgia State Tax |
|
| Hawaii State Tax |
|
| Idaho State Tax |
|
| Illinois State Tax |
|
| Indiana State Tax |
|
| Iowa State Tax |
|
| Kansas State Tax |
|
| Kentucky State Tax |
|
| Louisiana State Tax |
|
| Maine State Tax |
|
| Maryland residents working in Delaware |
|
| Maryland State Tax |
|
| Massachusetts State Tax |
|
| Michigan State Tax |
|
| Minnesota State Tax |
|
| Mississippi State Tax |
|
| Missouri State Tax |
|
| Montana State Tax |
|
| Nebraska State Tax |
|
| Nevada State Tax |
|
| Nevada Workers' Compensation |
|
| New Hampshire State Tax |
|
| New Jersey State Tax |
|
| New Mexico State Tax |
|
| New York City and Yonkers City Tax |
|
| New York State Tax |
|
| New York Workers' Compensation |
|
| North Carolina State Tax |
|
| North Dakota State Tax |
|
| Ohio State Tax |
|
| Ohio Workers' Compensation |
|
| Oklahoma State Tax |
|
| Oregon State Tax |
|
| Oregon State Workers' Compensation |
|
| Pennsylvania State Tax |
|
| Setting up local taxes for Pennsylvania |
|
| Puerto Rico Income Tax |
|
| Rhode Island State Tax |
|
| South Carolina State Tax |
|
| South Dakota State Tax |
|
| Tennessee State Tax |
|
| Texas State Tax |
|
| Utah State Tax |
|
| Utah Workers' Compensation |
|
| Vermont State Tax |
|
| Virginia State Tax |
|
| Washington State Tax |
|
| Washington State Workers' Compensation |
|
| West Virginia State Tax |
|
| Wisconsin State Tax |
|
| Wyoming State Tax |
|
| Appendix E-Transaction Sources |
|
| About transaction sources |
|
| Appendix F-System Configuration |
|
| About system requirements and configuration |
|
| Setting the regional and short date format |
|
| Internet access recommended for Sage 100 Contractor |
|
| Special Configurations - Operating Systems and Services |
|
| Windows "Sleep Mode" prevents computers from obtaining a license use |
|
| Network Configuration and Licensing |
|
| About network configuration and TCP Remoting Channel |
|
| Configuring Sage Service Host TCP port numbers |
|
| Configuring third-party firewalls |
|
| Windows 8 Professional and Server 2012 Standard Operating Systems |
|
| Sage licensing cannot auto-start on Windows 8 |
|
| Server 2012 network configuration and TCP Remoting Channel |
|
| Windows 7 Professional and Server 2008 R2 Standard Operating Systems |
|
| Sage licensing (Sage Service Host) cannot auto-start on Windows 7 Professional and Server 2008 R2 Standard |
|
| Server 2008 R2 network configuration and TCP Remoting Channel |
|
| Windows Server 2008 R2 and Microsoft .NET 3.5.1 |
|
| Citrix and Terminal Servers |
|
| Using Citrix and Terminal Server with Sage 100 Contractor |
|
| Installing on computers running Citrix and Terminal Server using DOS commands |
|
| Appendix G-User Interface Reference |
|
| Activity Center Icons |
|
| Shortcut Icons |
|
| Appendix H-Working with the ACT! Plug-in |
|
| Setting up ACT! Integration |
|
| Setting up an API security group and an API user in Sage 100 Contractor |
|
| Setting up companies in ACT! |
|
| Creating a Sage 100 Contractor Client from a ACT! Company |
|
| Creating a Sage 100 Contractor Job from a ACT! Company |
|
| Creating a Sage 100 Contractor Client/Job from an ACT! Opportunity |
|
| Creating a Sage 100 Contractor Vendor from a ACT! Company |
|
| Removing associations in ACT! and deleting the entry in Sage 100 Contractor |
|
| Appendix I-Working with Sage Construction Anywhere |
|
| Setting up Sage Construction Anywhere Integration |
|
| Additional required software |
|
| Duration of the installation process |
|
| Pre-installation information |
|
| Setting up an API security group and an API user in Sage 100 Contractor |
|
| Setting up ACT! Integration |
|
| Glossary |
|