S100C: More Tips

A Few S100C Tips

Changing banks? Many of us have a default General Ledger account in various cash screens including 3-3, 1-2, 1-1, 4-3-2, 5-2-4, and so on. If you’d like to change the account default, be sure you log in with Administrator Rights, then in the account field, enter the new account, then go back to the field and hit the F7 key. Click on the pull-down arrow in the ‘Default entry to’ field and choose the new account, then Save. You’ve just updated the default account.

There’s a lot of confusion about the Reference# field in the 3-2 and 4-2 screens. It’s designed to allow you to reference an existing invoice/credit to which the new record applies.

In either screen, enter the credit (sometimes an invoice) as usual. In the Reference# field, enter the invoice/credit to which the new record will be applied. When you save, it will say the referenced invoice was or was not found. If it was found, you can choose Yes to apply the new record right away, or No if you don’t want to apply it, or Cancel if it says ‘was not’ found!

This saves time by applying and clearing the records, the Payment details are right there, and keeps them off your Aging reports! – CMW

S100C—RTF Printer

So what is this and when/why would you use it?

Sage comes with two default printers, one is the S100C PDF printer which generates PDFs, and the other is the RTF print driver.

The RTF printer will create a Word-style document of whatever you’re printing. This allows you to make simple changes such as a Progress Billing Applications number, or other small edits with relative ease. Then print the ‘Word’ document as a PDF and send it as usual.

Client Statements and Progress Bills are the most common uses I’ve seen. It’s a handy tool.— CMW