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  • Change Chart of Accounts

    Hi - New VP of Finance is looking to reorganize the chart of accounts to provide a more uniformed look for reporting. However, most of these accounts have been in existence within Sage for 5 + years. They would also like to create subcategories within…

  • Customer Receipt Type Default Settings

    With the installation of 2017, customer records now auto default a payment type and I find this to be a problem. This is a problem because the user cannot set this default to what is most common to their business. It is a shame that there is no global…

  • Changing Chart of Account Numbering

    I have a client that I am trying to change the account numbering (for expenses). They want to have a more detailed account of everything they have and to be able to look and see how much all is... eg. vehicle--- rep/main, fuel, insurance..., facility…

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