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Progress billing sample for Mortgage

hi I'm Milani Evans and today I'm going to be talking about progress spelling and sage 100 contractor I am the construction software sales associate at tag we serve construction companies all throughout coast-to-coast and have offices in and throughout Southern California again today I'm going to be talking about five easy steps to the workflow and generating your progress Billings number one progress billing setup I'll cover all of the information that you'll need to enter in order to generate your progress billing number two I'll talk about importing and updating information into the progress billing and all of your options there debora three I'm going to talk about processing and calculating this progress build and number four I will talk about updating costs from change orders and the two different methods that you have in sage 100 contractor and lastly I will talk about how to print and what options you have available to you for that progress billing and submitting let's get started so number one you will enter in all of your information in three seven progress billing you'll hit this button down here below where it says setup and you'll be asked to enter in all of the information in a new window that will pop up then you'll move on to the header information where you'll enter in all of this information in this feet in these fields here you will need to enter in everything that has an asterisk next to it so in order to save that records that will need to be entered you also have some examples here for how a sage takes the information for the billing cycle so please take note of that and then you have some options when you go up into the menu bar you hit option and you have some options to be able to check off here things that you'd like to allow on we're selling okay moving on number two important update options so once you've entered in all of your setup information you have the capability to import your item from either your budget or your proposal so you'll head up to the tool bar hit options and you will select import and you'll see those two options pop up here so you can either click import budget or the proposal there okay now you'll complete the grid so you will enter in either the current complete or the percent complete you will be able to put in a retention rate but you can also pull in the defaulted retention rate that you've entered in the setup screen and then you can enter in the current stored and whether or not that item is taxable then you'll hit calculate by going back up to that options menu bar and clicking on calculate a new window will open up and you will have two options as you see here choose one of those options and hit calculate now let's talk about updating costs from change orders you have two methods here so you can go up to the that menu bar you'll hit update and go down to the first option change orders to options will come up either add to existing lines or append as new lines so that first method will incorporate changes to cost in the individual cost code and the first and the second method excuse me will include that total amount of the change order at a separate line item so those are your two options there choose one m and then you will be able to update now that we have created the progress billing either automatically or typing it this in manually we have updated to reflect all of the effects of the change orders and we've calculated what you'll want to do is then print submit and then post so in the print menu here you will choose to go ahead and print and you'll have all of these formats available to you and out-of-the-box with your software it will come with all of these here that are just variations available to you if you have the actual forms that you have the options that will print just the values onto that copyrighted form otherwise you have forms formats that look very similar to that actual form you also have the option to modify any one of these formats by clicking modify report you can tweak it a little or you can totally revamp it that's up to you that is something that is easy to do and then you have all of your options for creating the files themselves you can pull it into a PDF a Word document you can even send it into Excel you can send it via email or you can even fax it so those are your options that you'll have up on these buttons here let's look at what the progress billing format looks like you have your cover page here and then you have your schedule of values and that is five easy steps to the workflow and creating progress Billings in the sage 100 contractor if you are interested in a more in-depth demonstration of what sage 100 contractor can do and all of its job cost estimating and scheduling capabilities please contact me my email is Leilani don evans at team tag net I look forward to seeing you in the next video and chatting with you thanks