Sage 100 tips and tricks

26 05, 2017

How Do I Email Invoices Electronically in Sage 100?

2018-03-03T08:12:38+00:00

Sage 100 Question: Mike, how can I setup Electronic Delivery Invoicing in Sage 100 for Accounts Receivable. Sage 100 Answer: As a seasoned Sage 100 Certified Consultant this question is one that will delivery much efficiency to your organization. You will be able to eliminate paper printing time, the cost of paper and postage and make things very simple for you customers. As always, if you are unclear about any of these instructions or have concerns on how this will impact your Sage [...]

How Do I Email Invoices Electronically in Sage 100? 2018-03-03T08:12:38+00:00
27 01, 2017

Sage 100 checks post to the wrong bank account

2018-03-03T08:37:34+00:00

Question:  Mike, we own Sage 100 (formally MAS90) I changed banks and now when I print checks, it posts to wrong GL Account. Why? Answer: As an experienced Sage 100 Certified Consultant this is one that seems to come up every other year or so. This is a deep dark secret, unless you have run into it before. What is going on is even though you changed to the correct GL account in Bank Code Maintenance as shown below. The Division Maintenance Bank Account number [...]

Sage 100 checks post to the wrong bank account 2018-03-03T08:37:34+00:00
13 01, 2017

Sage 100 how to print W2’s & 1099’s and what forms are needed for printing W2’s, W3’s, 1099’s and 1096’s

2018-03-03T08:39:28+00:00

As a Sage 100 (formally MAS90) Certified Consultant I am asked by our customers every year about which forms to use for W2's and 1099's and printing of those forms. This blog is a simple review of the forms and the steps required, so it will not be so difficult to determine the steps each year. For the W2 and 1099 forms, you will need the 4 part blank perforated forms for the recipients as well as the other required forms [...]

Sage 100 how to print W2’s & 1099’s and what forms are needed for printing W2’s, W3’s, 1099’s and 1096’s 2018-03-03T08:39:28+00:00
2 08, 2016

Sage 100 2016 How to install workstation setup

2018-03-03T08:49:58+00:00

Q: We are a Sage 100 2016 user, how can we install Workstation setup on one of our networked computers. A: First of all on the server that the Sage 100 2016 program is installed you will need to do a Share of the folder above the MAS90 folder. Example parent folder of the MAS90 folder might be called Sage 2016. You will want to right click on that folder, share it and give full permissions for the users that [...]

Sage 100 2016 How to install workstation setup 2018-03-03T08:49:58+00:00
23 06, 2016

Sage 100 – How to apply a Prepayment to an Invoice in Accounts Receivable

2018-03-03T08:56:47+00:00

Mike: We own Sage 100 (formally MAS90) Question: Is there a way you can apply a prepayment in a customer to an actual customer invoice? Answer: Yes we have run across this issue before, the best way to handle it is using Cash Receipts in Accounts Receivable: Open Accounts Receivable, Main, Cash Receipts Entry. If the A/R Cash Receipts Entry Batch window displays, perform one of the following: Enter a new batch number. Select an existing batch number. Click the Next Batch button. [...]

Sage 100 – How to apply a Prepayment to an Invoice in Accounts Receivable 2018-03-03T08:56:47+00:00
16 06, 2016

Sage Fixed Assets – Upgrade to Network Edition 2016.1 What you need to know.

2018-05-02T20:13:15+00:00

We recently had a customer that owns Sage Fixed Assets Network Edition 2014.1 and wanted to upgrade to version 2016.1. This blog is intended to provide instructions to perform this upgrade. Please follow the instructions below: Since you are going from version 2014.1 to version 2016.1 you will need the installation software for both Sage Fixed Assets 2015.1 and Sage Fixed Assets 2016.1. This can be obtained from your Sage customer portal or you can call Sage Fixed Assets support [...]

Sage Fixed Assets – Upgrade to Network Edition 2016.1 What you need to know. 2018-05-02T20:13:15+00:00
6 05, 2016

How do we do a one sided Journal Entry for Sage 100

2018-03-15T02:02:25+00:00

Many times we get questions from our customers that own Sage 100 ERP (formally Sage MAS 90, MAS 200) like this, our Trial Balance is out of balance how can we fix it. The answer is pretty simple you need to do a one sided journal entry to correct it. In most cases this happens rarely so our customers do not really know how to do it. Here are the simple steps: First step: You need to make sure you have [...]

How do we do a one sided Journal Entry for Sage 100 2018-03-15T02:02:25+00:00
29 04, 2016

How do I adjust an Accounts Receivable Invoice in Sage 100

2018-03-15T02:07:24+00:00

Common question: In Sage 100 ERP (formally Sage MAS90) Accounts Receivable how do I do an adjusting Invoice entry and when is it necessary? Answer: An Accounts Receivable invoice adjustment may be necessary because an incorrect entry was made. Sometimes it is done when a customer requests a write-down of an invoice, but this can also be handled with a credit memo. Note when an invoice adjustment is made there is no invoice printed, so if you need something printed to give [...]

How do I adjust an Accounts Receivable Invoice in Sage 100 2018-03-15T02:07:24+00:00
12 02, 2016

How to do a Journal Reversal in Sage 100 2015

2018-03-15T02:10:17+00:00

A new feature of Sage 100 (formally MAS90) was added to version 2015. It is a simple one step process to do a Journal Reversal. Suppose you incorrectly posted a General Ledger Journal to the incorrect account and you wanted to reverse it. Step 1) Go to Modules>General Ledger>Main> Account Maintenance, transactions and find the entry you want to reverse. Step 2) Click on the entry and then click on the blue Joural Reversing icon on the right side of [...]

How to do a Journal Reversal in Sage 100 2015 2018-03-15T02:10:17+00:00
8 01, 2016

Upgrade MAS90 to Sage 100 ver 2015

2018-03-15T02:17:04+00:00

As a Sage 100 Certified Consultant we recently upgraded a customer from a very old version of MAS90 to Sage 100 version 2015. Previously they had many standard reports that were in DOS based screens that they liked. With the new versions of Sage all the Standard Reports are in Crystal Reports. Our customer asked us how to modify some of the Standard Reports to make them more easier for their business purposes. The answer to that question is contained [...]

Upgrade MAS90 to Sage 100 ver 2015 2018-03-15T02:17:04+00:00
n/a