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Progress billing template for Customer Support

good morning thanks for joining our weekly webinar today's topic is progress billing and we have put this together in five easy steps first and foremost if you aren't familiar with tagging our services we are specialists in construction accounting and software technology for the industry i'm leilani evans construction software sales associate at tag I've been with the company now for going on five years and I really specialize in support for my clients kind of just troubleshooting all of the needs things that aren't happening between the field back office and getting managers the reports that they want to seem I'm going to go ahead and launch polling for some questions that'll kind of help me evaluate and kind of move along how I'm going to adjust what I'm speaking about it is a really high-level overview of the steps to progress billing in sage 100 contractor we had a few attendees who registered who I'm not familiar with so just in case you aren't familiar with you 100 contractor at all this is something that is super super beneficial to streamlining how you do your work I know I have a lot of people living off of QuickBooks or even other construction accounting systems that still don't allow them to automate their progress billing so they actually have to manually create everything even though it's a construction accounting system so that's one one piece of feedback that I get from clients as we're looking at the system so let's move on jump in thank you for answering the poll so that we have kind of an idea of where everyone's at so again this is going to be a really high-level overview of the stuff that are involved with doing your progress billing MC CH 100 contractor it's kind of broken it down into these five easy steps the first is progress billing setup so that's where you'll put in all of your information and we'll talk about the import and update options to allow you to get away from their newly creating those so you'll be able to just bring in all of the detail from your budget and then you can make changes from there automation is super key with any area of sage 100 contractor I encourage our clients to really take advantage of any automation that's available so that we'll talk about then we'll talk about processing the progress stuff also updating costs from change orders and bringing those in as well and then how you print and submit these and what formats would be available for you ok so let's jump into it so this is a screenshot of what the progress billing setup looks like so you'll go into 3 seven of your c100 contractors system and you'll click on this window this button excuse me down here called setup and that will open up this window what you where you'll be able to put in all of your information there are user defined fields here so that you can additionally track things that stage 100 contractor are isn't already set up to include you can put in your retention rate all of your default information as well so it's pretty simple and easy you'll put in all this information and then you will need to enter in all of the header information back in that 3:7 Progress billing window so here it is is kind of put some notes here as well as to what kind of formats are needed for this system the items with asterisks are required so you will need to put in something into these fields in order to save the record so as long as you have those pieces of information you can kind of populate and build on that as you'd like with those additional fuels I did send out the presentation PowerPoint printout to all of our registrants we had a couple who registered a little bit late so if you did not receive that feel free to email me and they'll send that over to you so that you have that to reference okay so there are some options here when you're creating your progress billing so heading up to the toolbar menu up at the top you'll hit options and you'll have these two options down here allow editing scheduled seller amount and then allow direct point of invoice those things you can check off so definitely want to make sure it's all set up correctly yeah so changes won't be allowed unless you do have that checked off so make sure everything is set up the way you want okay so let's talk about importing and updating options available with say 400 contractors so in that same options menu you have these import options go down to import and then your two options will come up here you'll have import budget and then import proposal proposal we'll give you a couple other options but most of our customers will go ahead and just bring it over from the budget it is not it is not required that you keep everything exactly the same so you can just bring that over import everything and then make your changes as you see fit so not something that confined you at all but definitely helps again with that automation and streamlining things okay so then you'll complete the grid so you'll have you know these items here that you'll want to complete that I've noted here enter either current complete or percent complete if the retention rate that you put into your original setup is not your defaulted rate that you'd want to keep you can edit that here current stored and then whether or not it's taxable or not then you'll head back up to options and you'll hit calculate it will give you these two options here on calculating that grid so you'll pick one of those and you'll move forward so next thing we'll talk about is updating costs from change orders and you'll go ahead and head right back up to that menu update and you'll pick change orders and you have two options here so the two methods that are available you can incorporate changes to cost in the individual cost code or the second method here you can include that total amount of the changer as a separate line item so totally up to you what you'd like to pick sage 100 contractor will allow you to do both and then we'll process here so now that you have created the progress going automatically or manually in the system you can do either again you can change up what you import as well then once you've updated to reflects all of the change order cost calculated the billing amounts again this for every additional application it will bring in all of the information for you so definitely I think American contractor customers have really liked that it does that for you and you don't have to go back to your last application so again very simple easy then you go ahead and submit you can print let's talk about what those print options are with c100 contractor you have many different formats available so when you hit the print menu you get this report printing menu that you're probably familiar with all of these different templates come out of the box of the system additionally you can hit modify report here and then just make little tweaks we have a report and forms designer webinar that we did previously that talks about all the steps to making small changes things like your font your title anything like that it's very easy to do so you can edit any one of these save it as a template and go to that particular template moving forward you have these forms here which are if you are actually using the copyrighted g7o - and some of three I think forms you can actually print the values onto the actual copyrighted page just feed it into your printer and it'll have everything line up correctly for you if you don't have the copyrighted forms all of these formats look very similar and this is an example of one of those again very similar to the actual copyrighted form at progress billing so you've got your cover page and then your schedule values here so that was in a nutshell five steps to progress bills I hope it was helpful I did receive your your polling and and we will be offering some more in-depth training available in this online format in a sort of classroom online classroom setting so I'll make sure to get the information out and definitely give feedback to possibly have this be one of the topics offered I'll open it up to any of our attendees for questions and if you guys don't have any questions feel free to jump off this will also be recorded and published on YouTube so if you would like to pass this along to anyone on your team and just look out for this next week on our YouTube channel and you'll be able to to share that link okay I don't see any questions coming through so I wanted to thank you guys for joining us today again any other topic requests email those over to me and we'll try to get those in for next quarter thanks so much guys have a great week