Sage 50 Canada

Is there a way to print a report from Customers that lists the cheque number rather than the receipt numbers?

Is there a way to merge two Accounts Payable or two Accounts Receivables that should be the same account, but are missing a word ie Ltd or Inc at the end?

Can I generate pending invoices in Sage 50. If so, how?

Hi all, When I try to disconnet paypal from sage 50 it shows: Sorry, we were unable to disconnect your account. Please try again later. Could I just cancel the paypal account so sage 50 will not able to connect the paypal account and allow me…

Hi all, I have a SaaS specific question with regards to non-payment/bad debt. A client was invoiced 6 months ago for an Annual Prepaid Subscription (so a liability that turns into earned revenue each month). We completed onboarding and various other…

I really need to be able to export a sales receipt to a .csv or .xls file format rather than print it. I have looked under reports and forms and attempted to use Sage's 3rd party .csv format option. Unfortunately this is cumbersome and does not show…

Not sure what is happening...but I can't create delivery orders. Help?! Using Sage 50 Premium Accounting for the SAGE course (Accounting Level 2) with the sample company.

We invoice our customers today for products that will not be delivered until Spring 2024. Customers have to pay in 3 installments. 1) upon contract signing, 2) in august 2023 and the final payment once the product is delivered. I would like to create…

Is anyone else having problems getting their sales estimates to flow to a sales contract to an invoice? I can go from an estimate to an invoice, no problem .... however to go from an estimate to a sales contract to an invoice it will not post. I can email…

I am trying to adjust a receipt that I made on July 31, 2022. I get a message saying "The transaction cannot be adjusted because the transaction date occurred before the previous fiscal year." Our fiscal year end is June 30th. I KNOW I did not create…

How would I enter personal purchases made on a business credit card? I’m unsure which accounts to use. Thanks!

Is there a report I can check average payment time for our clients? or do I have to go through every single transaction and count? Thanks!

How to move the '2% interest on balances overdue more than 31 days' on a Statement down a few lines

I have started a new Sage 50 company file, taking over bookkeeping for an existing corporation. The fiscal year ended June 30, 2021, so I set up Sage 50 with a fiscal year of July 1, 2021 to June 30, 2022 (this means the earliest transaction date had…

How do I get the final amount owing on the invoice to automatically deduct previous amounts deposited? I need the amount owing to be deducted from the Invoices Total Amount which would then show the real amount owing.

Hi everyone Can anyone tell me the name of the table containing payments from clients in Sage 50 Canadian Edition? We are doing an integration with our CRM and are missing this information Thank you

We are using Chargebee to generate our invoices for all recurring customers and we want to import the invoices’ data from Chargebee into Sage 50CA. Any suggestion on how to execute this basic accounting process? Thanks in advance

Hello, I recently converted to Sage 50 Premium from Accountant Edition and I was previously able to make adjusting entries to GL 1200-1300-2100 now it is not allowing me to do this ( when I converted I was assured that the premium version had all the…

We provide a service to buildings - they change Property Management Company - my thought was to create Sage Property Management Company type file. Under Contact info, enter building name - with current Property Management Company name - and details applicable…

We have recently established a customer account in USD. When we post a receipt we see the following example in the Receipts Transaction Report: 1065 Bank 2587.32 4740 Misc. Revenue 69.67 5800 Bank Charges 10.28 1200 Accounts Receivable 2667…

I have a few customers paying by credit card. I use strip which charges a percentage plus a small transaction fee. If I go into simply to set up the credit cards accepted location it only lists a percentage discount. The problem is I not only have that…

How does everyone deal with charging interest to overdue sales invoices in accounts receivable? I understand the process in sage, but am having a hard time with the amount of manual work required to simply charge interest. It seems as though there is…

I would like to record the costs incurred when we redo work on a vehicle on warranty. Create a record of the work that was done and the cost. Anyone have an idea how to accomplish this? Thanks Cheryle

Client was invoiced May 16, 2019 and paid invoice in full via Interact May 31, 2019 (Year End) . It was not posted by bank until June 4, 2019 (New fiscal year). What do i do for an entry so i can reconcile May and June properly? Thank you

I have just noted a difference of 0.01 between my A/R balance and Unpaid invoices when I ran a Data Integrity Check. When I investigated, I found that the difference arose on the translation of a foreign currency receipt to the home currency. The translation…