Hi Harris1308,

Which specific Sage software and version are you using and where are you located?

Thanks,
Derek

Sage 300 - Texas

Ok, thanks for clarifying.  I am going to move your post to the Sage 300 US Support Group so that other users of this software will see it and can offer you their thoughts and insight.

Thanks,

Derek

Actually, I think you are using Sage 300 CRE, so I will it to the Sage Construction and Real Estate Support Group instead.

Thanks,

Derek

Hi Harris1308!

Getting started with a new module can be a complicated process. Sage recommends that you work with a certified consultant when implementing new modules.

If the payments are already in Cash Management, are they also in General Ledger? Do the payments need to post to Job Cost? If you are using Contracts, do they need to post there as well?

To prevent the payments from posting to any of these applications, you can turn off Create Entries in your AR settings. You will want to make sure all other users are out of the software during this time so nothing gets entered accidentally.

This knowledgebase article has more information and full steps for implementing Accounts Receivable:

https://support.na.sage.com/selfservice/viewdocument.do?noCount=true&externalId=28838

If you would like to have a consultant contact you, let me know and I will have them reach out.

Thanks!