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Sage Paperless Construction and Credit Card Receipts

  • 1.  Sage Paperless Construction and Credit Card Receipts

    Posted 10-24-2019 08:06
    We recently implemented Sage Paperless Construction (SPC) with Sage 100 Contractor.  We're wondering if there is anyone that would be willing to have a conference call with us to explain their experience using the Credit Card portion of SPC and how well it integrates to Sage 100, ease of use, etc.  When we originally looked at SPC we spoke with another contractor but they did not use this feature.  Thanks!

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    Cheryl Koeniger
    C.F.O.
    A.A. Boos & Sons, Inc.
    Oregon OH
    (419) 691-2329
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  • 2.  RE: Sage Paperless Construction and Credit Card Receipts

    Posted 10-24-2019 11:24
    We use the feature with Sage CRE300.  Same family of software but a slightly different process.

    The feature is helpful in that it does tie all the supporting invoices in to the credit card invoice and it creates the entry to AP as part of export process.  It can sometimes be a little cumbersome getting all the entries just right.  Overall, it is pretty useful.

    I would be happy to discuss in more detail if you would like.

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    Ronald Schaefer CPA
    Controller
    Lakeview Construction, Inc.
    Pleasant Prairie WI
    (262) 857-3336
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    Original Message


  • 3.  RE: Sage Paperless Construction and Credit Card Receipts

    Posted 11-08-2019 12:49

    Hi Ron,

     

    I greatly appreciate you responding to my inquiry about credit cards in SPC.  My hesitation to schedule a call with you is that your company uses Sage 300.  I know there were different directions to set up SPC for Sage 100 vs 300 so I'm not sure if that would affect things or not.  We spoke with a company that was using both Sage 100 and SPC about their use of SPC and to get their opinion of the product.  We were told it does not work with Sage 100.

     

    Since you were the only person that responded, I will probably contact our SPC installer and get info from them.

     

    Thanks again,

    Cheryl

     

    Cheryl Koeniger

    A.A. Boos & Sons, Inc.

    2015 Pickle Road

    Oregon, OH  43616

    419-691-2329  Office

    419-691-2057  Fax

     




    Original Message