• OLD Version Simply (2010) Acct Receivable stopped working

    I am still using the 2010 Simply accounting because it is standalone, offline. This Year - my accounts Receivable stopped working. If I create a PAY LATER customer, the invoice doesn't get a transaction # when I process it, and the balance owing doesn…
  • Adding Links to AP Invoices for Reference

    We are looking to start saving a scan of say, an AP invoice to our system via the link icon in the tool bar. We are saving the scans (pdf) to our dropbox account. Yesterday I completed one to test it, and because it was in a folder only accessible to…
  • Can interest be charged only to certain customers?

    I was wondering if there is a way to charge only certain customers interest? We have some customers we wish to charge interest to, while other customers we don't. We have multiple people working in Sage at any given time, so it is a huge pain to jump…
  • Revise an A/R payment

    Hi everyone, I had a customer pay by cheque, but their cheque was short .01 cent and I didn't catch in until now. I recorded the payment last week. Sage won't allow me to revise the payment to deduct the .01 cent and so obviously my bank reconciliation…
  • received payment for same customer invoice twice

    Hi there, I have received a second payment for a customer invoice that was already paid a couple months back. We receive the payments via EFT into the bank account not by cheque. I applied the second payment to another invoice the other day but the customer…
  • Running Quote Reports

    Is there a way to run a report in sage that lists all the pending quotes not yet awarded? The only report I can find is the Pending Delivery Orders by customer.
  • Accounts receivable

    Hello 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.…
  • 3% Environmental Fees

    Hello, I am wondering if there is a way to add a 3% fee to invoices that would automatically be calculated on an amount, similar to HST. I considered setting it up as a sales tax of sorts, however, from what I understand, you cannot have two tax codes…
  • History mode

    Hi all, I'm entering historical A/R entries into Sage 50 and have entered up to December 31 2018 (Year end is July 31 ). Now when I have tried to enter more historical entries into January 2019 it will not let me go past Dec 31, 2018. I entered into…