Tax Exempt Forms tracked in SAGE 300 CRE?

Question

I was looking for a way to upload Tax Exempt forms in the AR Application or Job Cost. Right now we are tracking the actual forms offline and we've grown substianlly and I would like to be more organized in case of a Audit. 
 Thank you

Denise Paulus · Answer

You may want to look into a document management type of software such as Sage Paperless. Alternatively you could scan the form, attach it to the AR customer, and create a custom field to flag the customer as Tax Exempt Certificate received. Your Sage Business partner can help you look into document management software options that can integrate with Sage 300 CRE.

Sage Construction & Real Estate

Tax Exempt Forms tracked in SAGE 300 CRE?

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