If you're billing AIA, try using the progress billing method (3-7). You can bill based on percentages completed by divisions or cost codes from there. You can import from an estimate, or manually input your data. Not sure if there's anything in Sage U to demonstrate, but you might try searching there.

Anyhow, hope this helped! Good luck!

If you're billing AIA, try using the progress billing method (3-7). You can bill based on percentages completed by divisions or cost codes from there. You can import from an estimate, or manually input your data. Not sure if there's anything in Sage U to demonstrate, but you might try searching there.

Anyhow, hope this helped! Good luck!

Thank you. Not sure what you mean by (3-7) Do you mean setting the Acct method to "% of completion" and Billing Method to "Time and Material" in Job Maintenance and then using Job Billing and Data Entry to process the invoice? There seems to be very little on Sage U regarding demonstrations using Job Cost.

3 is the number for accounts receivable on the menu list. 7 is the option for Progress Billing

sometimes it's easier to use the number options when navigating through the menu.

also- try youtube! There are contract companies out there that do demonstrations of Sage on there. Really helpful stuff too.

Thanks. I guess the 2018 interface does not show menu lists with numbers. Under our AR there is no "Progress Billing" option, closest thing is AR Invoice Data Entry. I tried a search but no results in the AR module match. 

Yeah- we have Sage 100 Contractor..... prob is a bit of a difference :( sorry!