Setting up Sage 100 Accounts Receivable
Correctly setting up Sage 100 Accounts Receivable is crucial to your Sage 100 success. Learn how to set up Sage 100 Accounts Receivable with the certified Sage 100 consultants at Accounting Business Solutions by JCS.
What’s needed to set up Sage 100 Accounts Receivable
Before using Accounts Receivable for a new company, you must complete the Accounts Receivable system startup process. Before beginning the system startup process, gather the following information:
- Your general ledger chart of accounts
- A list of states, counties, and local areas to which you report sales tax and their tax rates
- Your bank account number(s) for the checking account(s) used by Accounts Payable
- A list of standard payment terms offered to your customers
- A list of customers, including addresses and phone numbers
- A list of payments and payment types
- A list of sales people
- All open invoices at the time of installation
How to set up Sage 100 Accounts Receivable
- Enter the Company Code
- Enter Accounting Date
- Complete the Accounts Receivable Setup Wizard
- Define Accounts Receivable Options
- Division Maintenance
- (Bank Code Maintenance)
- Terms Code Maintenance
- Sales Tax Class Maintenance
- Sales Tax Code Maintenance
- Sales Tax Schedule Maintenance
- Sales Tax Account Maintenance
- Salesperson Maintenance
- Payment Type Maintenance
- (Miscellaneous Item Maintenance)
- (Memo Manager Maintenance)
- Customer Maintenance
- Beginning Balance Entry
- Open Invoice Entry
- Print Invoice Register and Update
- (Set-up Repetitive Invoice Templates)
- Daily Processing
Are you interested in learning how to set up Sage 100 Accounts Receivable? Accounting Business Solutions by JCS offers Sage 100 training classes, including how to set up Accounts Receivable in Sage 100. Our experienced, certified professionals offer a full line of Sage 100 support, training, and data repair. Call us today at 800-475-1047 or email us at solutions@jcscomputer.com today to get started with Sage 100 software today!