Pay Bill by Job Sage Intacct

How to Pay Bill by Job Sage Intacct

How to Pay Bill by Job

In Sage Intacct, you can Pay Bills by a job by following these steps:

Under the Pay Bills Screen click on the “Filter By” option and select “Add a filter set”
Screen Shot of Sage Intacct template screen for Pay Bills
Screen Shot of initial screen for Pay Bills in Sage Intacct
Create a new filter

Make the Filter Name equal to the Job Number.  Click the “Share Filter” option so others can use the same predefined settings.  Under the Drill Down Filters, choose “Bill Item”, set the attribute to “Job” and set the value to equal the job. You can create lots of other filters, but this is to filter by job only.

Screen shot from Sage intacct Showing advanced filter screen
Sage Intacct Advanced Filters screen
Apply Filter

Save the filter and when you are in the screen, select the new filter and click Apply

Screen shot from Sage Intacct showing Pay Bills screen
The Sage Intacct Pay Bills screen

 

ETHOSystems is a multi-award-winning provider of integrated business software solutions and support for Sage Construction and Real Estate industries. We focus on key areas such as Accounting, Project Management, Estimating, Construction Management, and Payroll. With over 35 years of hands-on experience we place a strong emphasis on recommending, implementing, and supporting solutions that help our clients succeed.

At ETHOSystems, our goal is to set up the best systems, in the best way, to ensure long-term success for every client we serve.

 

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