Available in Sage 50 Quantum Accounting.
Troubleshooting Progress Billing
Below are a few possible solutions to situations in which jobs or proposals do not appear in the Select for Progress Billing grid or why line items might not have calculated or displayed amounts.
Why is my job missing from the Percent
of Contract/Completion tab?
- The Billing Method in the job record is set to No Progress Billing
- The filter selections on the Select for Progress Billing - Filter Selection window prevent it from displaying
- The As
of date selected on the Select
for Progress Billing - Filter Selection window is outside the range
of the Start
and/or Actual End
dates for the job as specified in the job record. The Start
Date is the date the job started or
you expect the job to start. The Actual End
Date is the date on which the job
was completed. Both dates are used only for report purposes.
Note: For Progress Billing, the job will not appear on the Percent of Contract/Completion tab if the As of date selected for filtering is set to a date after the Actual End date. Do not specify an Actual End date until you have produced the last invoice for the customer.
- There is no valid customer selected for the job in the For Customer field in the job record
Why is my proposal missing from
the Percent of Proposal tab?
- The proposal is not an accepted proposal.
- The proposal is no longer open, but has been closed.
- The date of the proposal is after the As of date selected.
- The proposal contains serialized inventory or serialized assembly items.
Why is my Amount 0.00 for line items?
- You have not updated the Bill % by manually entering a value or using the Select Percentage to Bill window to update line items (Percent of Contract only)
- The Bill % has been manually set to 0.00
- You do not have any Estimated Revenues for the line item
- You do not have any Estimated Expenses for the line item (Percent of Completion only)
- You do not have any Actual Expenses incurred since the last billing for the line item (Percent of Completion only)
- Actual expenses may not have had all of the appropriate line items coded with a Job ID (Percent of Completion only)
For detailed information on setting up and using each billing method, select one of the links below: