Setting up Remodeler Accounts
Note: This functionality is available only if you have the Estimating Module.
When you select the Remodeler Accounts from the 1-8 General Ledger Setup, Sage 100 Contractor automatically sets up the account ranges, controlling account numbers, posting account numbers, and then creates the ledger accounts. You can then modify the ledger setup to meet your particular needs. However, you will then need to edit the ledger accounts to match any changes made in the 1-8 General Ledger Setup window.
After setting up the chart of accounts, you can edit account numbers, delete unnecessary accounts, and set up controlling accounts for subsidiary accounts or departments in the Ledger Accounts window. If you changed a controlling or posting account number in General Ledger Setup, you must also change the ledger account number.
Important! The option to install the Remodeler Accounts is only available when you set up a new company. After ledger accounts have been set up and utilized in any given company, you cannot install a new system of accounts.
To set up Remodeler Accounts in the General Ledger:
- Open 1-8 General Ledger Setup.
- On the menu bar, click Options, then click Remodeler Accounts.
- A prompt appears asking you whether you want to install the Remodeler estimating data, tasks and cost codes.
- Click Yes.
- The Estimating Data Setup window appears.
- Do the following:
- Under Cost Codes, select CSI or Remodeler as your base cost code list. You can modify this later if necessary.
- Under Framing Species, select the wood species upon which to base your estimating data.
Note: The sample Cost Code list and Task List contain starter sets aimed at meeting the needs of remodelers. You may need to modify these lists to better meet your company’s needs.